SJM J.M. Smucker Company (The)

company

SEC Filings & Insider Trading Activity 2026

Management Discussion & Analysis

• • Revenue $8,726.1M, up 7% YoY ($547.4M increase); excluding acquisitions/divestitures/fx, flat at $8,067.5M vs $8,044.7M
• • Operating loss $(673.9)M (−7.7% margin) vs operating income $1,305.8M (16.0% margin) in prior year due to $1.98B impairment and divestiture losses

Business Overview

• • Core business: Food and beverage products focused on consumer packaged goods
• • New strategic emphasis: Completion of merger agreement with Hostess Brands, Inc. dated September 10, 2023

Risk Factors

• • Regulatory risk: Inflation Reduction Act impact causing potential higher costs and tariffs affecting pricing strategies and profit margins in 2025-2026
• • Geopolitical threat: No direct operations in Russia, Ukraine, Israel, Palestine, China, Taiwan but ongoing monitoring of escalations disrupting global supply chains

Risk Factors

• • Goodwill/intangible impairment $961.7M recorded Q3 2026: $507.5M Sweet Baked Snacks goodwill (fully written off) + $454.2M Hostess trademark
• • Hostess brand reclassified from indefinite- to finite-lived intangible, triggering annual amortization expense of $38.8M going forward

Management Discussion & Analysis

• • Q3 FY2026 net sales $2,339.4M, up 7% YoY ($153.4M); excluding divestitures and FX, up 8% driven by +10pp coffee price realization
• • Gross margin 35.4% vs 40.2% YoY; adjusted operating margin 18.4% vs 21.2% YoY; both pressured by higher commodity costs and tariffs

What are the latest SJM SEC filings in 2026?

J.M. Smucker Company (The) (SJM) has filed a 10-K annual report on June 18, 2025, a 10-Q quarterly report on February 26, 2026, an 8-K current report on March 3, 2026 with the SEC. SignalX tracks every new SEC EDGAR filing daily, including 10-K, 10-Q, 8-K, and Form 4 insider transactions, with AI-powered summaries of key sections.

When did SJM file its most recent 10-K annual report?

J.M. Smucker Company (The) (SJM) filed its most recent 10-K annual report on June 18, 2025. The 10-K includes audited financial statements, business overview, risk factors, and management discussion, all available on SignalX with AI-generated summaries and XBRL financial data.

How do I view SJM 10-Q quarterly reports?

J.M. Smucker Company (The) (SJM)'s most recent 10-Q quarterly report was filed on February 26, 2026. SignalX displays every SJM 10-Q with AI-generated summaries of the MD&A (Management Discussion & Analysis) and Risk Factors sections, plus links to the original SEC EDGAR document.

What 8-K current reports has SJM filed recently?

J.M. Smucker Company (The) (SJM)'s most recent 8-K was filed on March 3, 2026. 8-K filings disclose material corporate events such as earnings releases, executive changes, mergers, and other significant developments. SignalX surfaces each 8-K with item-level summaries so you can quickly see what happened.

Where can I find SJM insider trading activity (Form 4)?

SignalX aggregates every SJM Form 4 insider transaction from SEC EDGAR. Form 4 reports show when officers, directors, and 10% shareholders buy or sell company stock, with transaction code, share count, and price per share.

How often does SJM file with the SEC?

J.M. Smucker Company (The) (SJM) files a 10-K annual report once per year (typically within 60 days of fiscal year-end) and 10-Q quarterly reports three times per year. 8-K current reports are filed as needed when material events occur, and Form 4 insider transaction reports are due within two business days of a trade. SignalX monitors SEC EDGAR daily to surface every new SJM filing with AI-powered analysis.

What is the difference between 10-K, 10-Q, and 8-K SEC filings?

A 10-K is a comprehensive annual report with audited financials, business overview, and risk factors. A 10-Q is a shorter quarterly report with unaudited financials and management discussion. An 8-K is a current report filed when a material event occurs — such as earnings releases, executive changes, acquisitions, or other significant developments. SignalX provides AI-generated summaries for all three filing types for J.M. Smucker Company (The) (SJM).

What is SJM's SEC CIK number?

J.M. Smucker Company (The) (SJM)'s SEC CIK (Central Index Key) number is 91419. The CIK is a unique identifier assigned by the SEC to every filing entity. You can use CIK 91419 to look up all SJM filings on SEC EDGAR, or browse them here on SignalX with AI-powered analysis.

Where can I find SJM return on equity (ROE) and financial data?

SignalX extracts XBRL financial data from J.M. Smucker Company (The) (SJM) 10-K annual filings, including revenue, net income, gross profit, operating income, EPS, total assets, stockholders' equity, and operating cash flow. Return on equity (ROE) can be derived from net income divided by stockholders' equity. Multi-year financial trends are displayed in the Financial Summary table above.