Counterpoint Mutual Funds LLC Makes New $4.78 Million Investment in The J. M. Smucker Company $SJM

Posted by Stanley Muller on Jul 4th, 2026

Counterpoint Mutual Funds LLC purchased a new position in shares of The J. M. Smucker Company (NYSE:SJM – Free Report) during the first quarter, HoldingsChannel reports. The firm purchased 49,598 shares of the company’s stock, valued at approximately $4,783,000. J. M. Smucker makes up about 0.7% of Counterpoint Mutual Funds LLC’s portfolio, making the stock its 21st biggest holding.

Several other institutional investors and hedge funds have also recently bought and sold shares of the business. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. raised its stake in J. M. Smucker by 10.0% in the 1st quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 19,440 shares of the company’s stock valued at $2,286,000 after acquiring an additional 1,763 shares during the period. United Services Automobile Association bought a new position in J. M. Smucker during the first quarter worth $253,000. Empowered Funds LLC increased its holdings in shares of J. M. Smucker by 28.6% in the first quarter. Empowered Funds LLC now owns 12,992 shares of the company’s stock valued at $1,538,000 after purchasing an additional 2,889 shares during the last quarter. Woodline Partners LP increased its holdings in shares of J. M. Smucker by 40.7% in the first quarter. Woodline Partners LP now owns 8,990 shares of the company’s stock valued at $1,065,000 after purchasing an additional 2,600 shares during the last quarter. Finally, American Century Companies Inc. raised its position in shares of J. M. Smucker by 6.7% in the second quarter. American Century Companies Inc. now owns 2,209 shares of the company’s stock valued at $217,000 after purchasing an additional 138 shares during the period. Institutional investors own 81.66% of the company’s stock.

Insider Buying and Selling at J. M. Smucker

In other J. M. Smucker news, insider Jeannette L. Knudsen sold 4,353 shares of the business’s stock in a transaction dated Friday, June 26th. The shares were sold at an average price of $115.08, for a total value of $500,943.24. Following the completion of the sale, the insider owned 16,835 shares of the company’s stock, valued at $1,937,371.80. The trade was a 20.54% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. Also, insider Jill R. Penrose sold 5,000 shares of the stock in a transaction that occurred on Monday, June 29th. The stock was sold at an average price of $116.69, for a total transaction of $583,450.00. Following the transaction, the insider owned 15,795 shares in the company, valued at approximately $1,843,118.55. The trade was a 24.04% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 18,533 shares of company stock valued at $2,132,914 in the last quarter. Company insiders own 2.24% of the company’s stock.

J. M. Smucker Stock Up 0.0%

SJM stock opened at $116.32 on Friday. The company has a debt-to-equity ratio of 1.15, a current ratio of 0.78 and a quick ratio of 0.33. The stock has a market capitalization of $12.41 billion, a price-to-earnings ratio of -89.48, a PEG ratio of 1.62 and a beta of 0.26. The business’s fifty day moving average price is $105.45 and its two-hundred day moving average price is $103.26. The J. M. Smucker Company has a fifty-two week low of $88.25 and a fifty-two week high of $119.39.

J. M. Smucker (NYSE:SJM – Get Free Report) last posted its earnings results on Tuesday, June 9th. The company reported $2.77 earnings per share for the quarter, topping analysts’ consensus estimates of $2.64 by $0.13. The company had revenue of $2.27 billion during the quarter, compared to the consensus estimate of $2.26 billion. J. M. Smucker had a positive return on equity of 17.18% and a negative net margin of 1.53%.The company’s revenue was up 5.8% on a year-over-year basis. During the same quarter last year, the firm earned $2.31 earnings per share. J. M. Smucker has set its FY 2027 guidance at 9.750-10.250 EPS. On average, equities analysts anticipate that The J. M. Smucker Company will post 9.95 earnings per share for the current year.

J. M. Smucker Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Monday, June 1st. Shareholders of record on Friday, May 15th were paid a $1.10 dividend. The ex-dividend date was Friday, May 15th. This represents a $4.40 annualized dividend and a yield of 3.8%. J. M. Smucker’s payout ratio is -338.46%.

Analyst Ratings Changes

A number of analysts have recently issued reports on the stock. Sanford C. Bernstein restated an “outperform” rating and set a $137.00 target price on shares of J. M. Smucker in a research note on Wednesday, June 10th. Evercore began coverage on shares of J. M. Smucker in a research note on Friday, May 15th. They issued an “outperform” rating and a $117.00 price target on the stock. Morgan Stanley increased their price target on shares of J. M. Smucker from $106.00 to $110.00 and gave the company an “equal weight” rating in a report on Wednesday, June 10th. Stifel Nicolaus cut their price objective on shares of J. M. Smucker from $120.00 to $100.00 and set a “hold” rating for the company in a research report on Tuesday, April 21st. Finally, BNP Paribas Exane set a $125.00 price objective on shares of J. M. Smucker in a research report on Thursday, April 9th. Ten analysts have rated the stock with a Buy rating, nine have issued a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat, the stock currently has an average rating of “Hold” and a consensus target price of $121.13.

Get Our Latest Analysis on J. M. Smucker

About J. M. Smucker

(Free Report)

The J. M. Smucker Company is a diversified food and beverage manufacturer and marketer known for a portfolio of well-established consumer brands. The company’s main business activities include the production and distribution of fruit spreads, peanut butter, coffee and coffee filters, as well as pet food and pet snacks. Smucker’s core product lines serve both retail and foodservice customers through grocery chains, mass merchandisers, club stores, convenience outlets and e-commerce channels.

Among its leading brands are Smucker’s® fruit spreads, Jif® peanut butter, Folgers® and Dunkin’® coffees, and Café Bustelo® coffee.