SJM at a glance
J.M. Smucker Company (The) (SJM, SEC CIK 91419) filed its latest 10-K annual report on June 9, 2026, a 10-Q quarterly report on August 26, 2026, an 8-K current report on August 26, 2026 and Form 4 insider filings as recently as October 2, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended April 30, 2026 (FY2026), J.M. Smucker Company (The) (SJM) reported revenue of $9.1 billion (up 3.7% from FY2025) and a net loss of $138.7 million. Diluted EPS was -$1.30.
- As of June 30, 2026, 41 institutional investment managers tracked by SignalX reported holding J.M. Smucker Company (The) (SJM) shares worth $5.6 billion in 13F-HR filings.
- In the last 90 days, SJM insiders reported 0 open-market purchases ($0) and 4 open-market sales ($13.9M) on Form 4, a net sale of $13.9M.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2026
- $9.1B
- +3.7% vs prior year
- Insiders · 90 days
- 0 buys · 4 sells
- Net −$13.9M
- 13F holders
- 41 funds
- $5.6B · +2 vs prior quarter
- Latest 8-K
- Aug 26, 2026
- Item 2.02
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jul 31, 2026
Management Discussion & Analysis
- Net sales $2,219.3M, up 5% from $2,113.3M
- Operating margin 23.1% vs 2.2%; adjusted operating margin 24.4% vs 17.5%
- Best segment U.S. Retail Coffee: sales $807.8M, up 13%; profit $300.0M, margin 37.1% vs 18.7%
- Worst segment Sweet Baked Snacks: sales $236.5M, down 7%; profit $29.9M, margin 12.6% vs 13.5%
- Cash $43.2M vs $58.6M; operating cash flow $425.7M vs $(10.6)M; capital expenditures $88.4M
- Outlook: approximately 24.3% full-year effective tax rate; tariff, inflation, supply-chain, labor, and financing risks തുടര (not applicable)
Risk Factors
- No risk-factors section provided; supplied text covers equity repurchases, trading plans, and exhibits only
- Repurchase activity: 49,501 shares purchased at average $115.90 per share
- Remaining repurchase authorization: approximately 1.1 million common shares as of July 31, 2026
- Insider trading plans: no director or Section 16 officer adopted or terminated arrangements during the first three months of 2027
AI summary of the SJM 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 2.02: Results of Operations and Financial Condition
- Fiscal Q1 2026 results covered quarter ended July 31, 2026
- Press release attached as Exhibit 99.1 contains the financial results
Item 5.07: Submission of Matters to a Vote of Security Holders
- All 11 director nominees elected to one-year terms expiring at the 2027 annual meeting
- Director support remained strong, with approval votes ranging from 76.4 million to 77.1 million
Item 2.02: Results of Operations and Financial Condition
- Fiscal Q4 2026 results covered quarter ended April 30, 2026
- Press release issued June 9, 2026; detailed financial results in Exhibit 99.1
AI summaries of SJM 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for SJM
Don't miss the next SJM filing
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- Fund moves. Which tracked funds opened, added or cut SJM, by share count.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Abramo Mercedes | A | Oct 1, 2026 | 1,466 | - |
| SINGER DAVID V | A | Oct 1, 2026 | 1,466 | - |
| Abramo Mercedes | A | Oct 1, 2026 | 215.61 | - |
| Chung Bruce | A | Oct 1, 2026 | 226.391 | - |
| AMIN TARANG | A | Oct 1, 2026 | 258.732 | - |
| Henderson Jay L | A | Oct 1, 2026 | 1,466 | - |
| AMIN TARANG | A | Oct 1, 2026 | 1,466 | - |
| Chung Bruce | A | Oct 1, 2026 | 1,466 | - |
Financial SummaryXBRL
| Metric | FY2024 | FY2025 | FY2026 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $8.7B | $9.1B |
| Gross Profit | - | $3.4B | $3.0B |
| Operating Income | - | -$673.9M | $360.2M |
| Net Income | - | -$1.2B | -$138.7M |
| Gross Margin | - | 38.8% | 33.5% |
| Op. Margin | - | -7.7% | 4.0% |
| Net Margin | - | -14.1% | -1.5% |
| Balance Sheet | |||
| Total Assets | $20.3B | $17.6B | $16.2B |
| Equity | - | $6.1B | $5.5B |
| ROE | - | -20.2% | -2.5% |
| Per Share | |||
| EPS | - | $-11.57 | $-1.30 |
| Cash Flow | |||
| Operating CF | - | $1.2B | $1.5B |
| CapEx | $586.5M | $393.8M | $317.4M |
Source: XBRL data in J.M. Smucker Company (The) (SJM)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate SJM share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 41 | $5.59B |
| Q1 2026 | 39 | $4.57B |
| Q4 2025 | 37 | $4.90B |
| Q3 2025 | 39 | $5.44B |
| Q2 2025 | 40 | $5.05B |
| Q1 2025 | 37 | $4.99B |
| Q4 2024 | 33 | $4.10B |
| Q3 2024 | 32 | $2.22B |
- AQR Capital Management+1.10M (+146%)
- Goldman Sachs Group+857.4K (+65%)
- Citadel Advisors LLC+755.9K (+39%)
- Dimensional Fund Advisors+670.7K (+17%)
- BlackRock+663.1K (+10%)
- Two Sigma Investments−686.0K (-42%)
- JPMorgan Chase & Co−459.1K (-58%)
- Morgan Stanley−284.1K (-13%)
- FMR LLC (Fidelity)−271.6K (-12%)
- Millennium Management−179.4K (-62%)
- D.E. Shaw & Co−417.3K
Source: 13F-HR filings on SEC EDGAR (aggregated from 298 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
SJM filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Oct 2, 2026 | - | - | - |
| 4 | Oct 2, 2026 | - | - | - |
| 4 | Oct 2, 2026 | - | - | - |
| 4 | Oct 2, 2026 | - | - | - |
| 4 | Oct 2, 2026 | - | - | - |
| 4 | Oct 2, 2026 | - | - | - |
| 4 | Oct 2, 2026 | - | - | - |
| 4 | Oct 2, 2026 | - | - | - |
| 4 | Oct 2, 2026 | - | - | - |
| 4 | Oct 2, 2026 | - | - | - |
| 4 | Sep 2, 2026 | - | - | - |
| 4 | Sep 2, 2026 | - | - | - |
| 4 | Sep 2, 2026 | - | - | - |
| 4 | Sep 2, 2026 | - | - | - |
| 4 | Aug 31, 2026 | - | - | - |
| 8-K | Aug 26, 2026 | - | Analysis | - |
| 10-Q | Aug 26, 2026 | Jul 31, 2026 | Analysis | |
| 8-K | Aug 17, 2026 | - | Analysis | - |
| 4 | Jul 2, 2026 | - | - | - |
| 4 | Jun 30, 2026 | - | - | - |
| 4 | Jun 29, 2026 | - | - | - |
| 4 | Jun 25, 2026 | - | - | - |
| 4 | Jun 18, 2026 | - | - | - |
| 4 | Jun 16, 2026 | - | - | - |
| 4 | Jun 16, 2026 | - | - | - |
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SJM SEC filings: frequently asked questions
Are SJM insiders buying or selling?
In the last 90 days, J.M. Smucker Company (The) (SJM) officers, directors and 10% owners reported no open-market purchases and 4 open-market sales worth $13.9 million by 3 insiders on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold SJM stock?
As of June 30, 2026, the largest J.M. Smucker Company (The) (SJM) holders among the 13F filers tracked by SignalX were BlackRock ($831.4 million), Vanguard Capital Management LLC ($764.4 million), State Street Corp ($739.5 million), Vanguard Portfolio Management LLC ($555.0 million), Dimensional Fund Advisors ($516.6 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was SJM's revenue in fiscal year 2026?
For the fiscal year ended April 30, 2026 (FY2026), J.M. Smucker Company (The) (SJM) reported revenue of $9.1 billion (up 3.7% from FY2025) and a net loss of $138.7 million. Diluted EPS was -$1.30. The figures come from the XBRL data in the 10-K.
What did SJM report in its latest 8-K?
J.M. Smucker Company (The) (SJM) filed an 8-K on August 26, 2026 reporting Item 2.02 (Results of Operations and Financial Condition). Fiscal Q1 2026 results covered quarter ended July 31, 2026.
What are the latest SJM SEC filings?
J.M. Smucker Company (The) (SJM) filed its latest 10-K annual report on June 9, 2026, a 10-Q quarterly report on August 26, 2026, an 8-K current report on August 26, 2026 and a Form 4 insider filing on October 2, 2026.
What is SJM's SEC CIK number?
J.M. Smucker Company (The) (SJM)'s SEC Central Index Key (CIK) is 91419. EDGAR lists every SJM filing under that number.
Ask anything about SJM
The research agent reads SJM's filings, financials, insider trades and 13F holders, then answers with sources.