SJM J.M. Smucker

Each generation of consumers leaves their mark on culture by establishing new expectations for food and the companies that make it. At The J.M. Smucker Co., it is our privilege to be at the heart of this dynamic with a diverse portfolio that appeals to each generation of people and pets and is found in nearly 90 percent of U.S. homes and countless restaurants. This includes a mix of iconic brands consumers have always loved such as Folgers®, Jif® and Milk-Bone® and new favorites like Café Bustelo®,Smucker's® Uncrustables® and Rachael Ray® Nutrish®. By continuing to immerse the company in consumer preferences and acting responsibly, it will continue growing our business and the positive impact the company has on society.

Company profile

Mark Smucker
Fiscal year end
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IRS number

SJM stock data


Investment data

Data from SEC filings
Securities sold
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25 Feb 21
21 Apr 21
30 Apr 21
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Jan 21 Oct 20 Jul 20 Apr 20
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Apr 20 Apr 19 Apr 18 Apr 17
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Financial data from company earnings reports.

Date Owner Security Transaction Code Indirect 10b5-1 $Price #Shares $Value #Remaining
1 Apr 21 Dolan Paul J Deferred Stock Units Common Shares Grant Aquire A No No 0 227.22 0 42,455.611
1 Apr 21 Perry Kirk Deferred Stock Units Common Shares Grant Aquire A No No 0 197.58 0 9,136.547
29 Mar 21 Penrose Jill R Common Shares Sell Dispose S Yes No 129.87 1,550 201.3K 2,283.42
17 Mar 21 Knudsen Jeannette L Common Shares Sell Dispose S No No 123.71 2,355 291.34K 21,482
16 Mar 21 Tanner Geoff E Common Shares Sell Dispose S No No 122.53 1,200 147.04K 12,078

Data for the last complete 13F reporting period. To see the most recent changes to ownership, click the ownership history button above.

85.8% owned by funds/institutions
13F holders
Current Prev Q Change
Total holders 780 762 +2.4%
Opened positions 102 97 +5.2%
Closed positions 84 74 +13.5%
Increased positions 281 269 +4.5%
Reduced positions 258 257 +0.4%
13F shares
Current Prev Q Change
Total value 10.87B 11.09B -1.9%
Total shares 94.07M 92.89M +1.3%
Total puts 454.7K 365.9K +24.3%
Total calls 294.6K 408K -27.8%
Total put/call ratio 1.5 0.9 +72.1%
Largest owners
Shares Value Change
Vanguard 12.47M $1.44B -1.2%
BLK Blackrock 9.4M $1.09B -1.3%
STT State Street 7.31M $845.27M -3.5%
LSV Asset Management 3.81M $440.67M -6.3%
Massachusetts Financial Services 3.52M $406.47M +0.9%
Champlain Investment Partners 2.16M $250.04M +8.7%
WFC Wells Fargo & Co. 2.14M $247.92M +7.8%
SF Stifel Financial 2.06M $238.21M +6.9%
Geode Capital Management 1.89M $218.37M +1.8%
American Century Companies 1.82M $210.57M +8.6%
Largest transactions
Shares Bought/sold Change
AIG American International 1.43M +1.3M +1009.8%
Norges Bank 1.25M +1.25M NEW
Select Equity 0 -1.05M EXIT
Citadel Advisors 32.64K -319.98K -90.7%
STT State Street 7.31M -264.3K -3.5%
LSV Asset Management 3.81M -254.39K -6.3%
Renaissance Technologies 1.28M -246K -16.1%
APG Asset Management 582.25K +212.09K +57.3%
GS Goldman Sachs 249.53K -208.11K -45.5%
BK Bank Of New York Mellon 948.44K -202.46K -17.6%

Financial report summary

  • The outbreak of the novel coronavirus (“COVID-19”) could negatively impact our business and results of operations.
  • Our proprietary brands, packaging designs, and manufacturing methods are essential to the value of our business, and the inability to protect these could harm the value of our brands and adversely affect our sales and profitability.
  • We use a single national broker to represent a portion of our branded products to the retail grocery trade and any failure by the broker to effectively represent us could adversely affect our business.
  • Loss or interruption of supply from single-source suppliers of raw materials and finished goods could have a disruptive effect on our business and adversely affect our results of operations.
  • Our results may be adversely impacted as a result of increased cost, limited availability, and/or insufficient quality of raw materials, including commodities and agricultural products.
  • Our efforts to manage commodity, foreign currency exchange, and other price volatility through derivative instruments could adversely affect our results of operations and financial condition.
  • We may be limited in our ability to pass cost increases on to our customers in the form of price increases or may realize a decrease in sales volume to the extent price increases are implemented.
  • Certain of our products are produced at single manufacturing sites.
  • A significant interruption in the operation of any of our supply chain or distribution capabilities could have an adverse effect on our business, financial condition, and results of operations.
  • Our business could be harmed by strikes or work stoppages.
  • Our ability to competitively serve customers depends on the availability of reliable transportation. Increases in logistics and other transportation-related costs could adversely impact our results of operations.
  • Our operations are subject to the general risks of the food industry.
  • Changes in our relationships with significant customers, including the loss of our largest customer, could adversely affect our results of operations.
  • We operate in the competitive food industry and continued demand for our products may be affected by our failure to effectively compete or by changes in consumer preferences.
  • The success of our business depends substantially on consumer perceptions of our brands.
  • We must leverage our brand value to compete against private label products.
  • We could be subject to adverse publicity or claims from consumers.
  • Our operations are subject to the general risks associated with acquisitions and divestitures. Specifically, we may not realize all of the anticipated benefits of the Ainsworth acquisition or those benefits may take longer to realize than expected.
  • We may not realize the benefits we expect from our cost reduction and other cash management initiatives.
  • Weak financial performance, downgrades in our credit ratings, or disruptions in the financial markets may adversely affect our ability to access capital in the future.
  • Our substantial debt obligations could restrict our operations and financial condition. Additionally, our ability to generate cash to make payments on our indebtedness depends on many factors beyond our control.
  • A material impairment in the carrying value of acquired goodwill or other intangible assets could negatively affect our consolidated operating results and net worth.
  • Changes in tax, environmental, or other regulations and laws, or their application, or failure to comply with existing licensing, trade, and other regulations and laws could have a material adverse effect on our financial condition.
  • Our operations in certain developing markets expose us to regulatory risks.
  • Changes in climate or legal, regulatory, or market measures to address climate change may negatively affect our business and operations.
  • If our information technology systems fail to perform adequately or we are unable to protect such information technology systems against data corruption, cyber-based attacks, or network security breaches, our operations could be disrupted, and we may suffer financial damage or loss because of lost or misappropriated information.
Management Discussion
  • This discussion and analysis deals with comparisons of material changes in the consolidated financial statements for the years ended April 30, 2020 and 2019. For the comparisons of the years ended April 30, 2019 and 2018, see the Management’s Discussion and Analysis of Financial Condition and Results of Operations in Part II, Item 7 of our 2019 Annual Report on Form 10-K.
  • (A)We use non-GAAP financial measures to evaluate our performance. Refer to “Non-GAAP Financial Measures” in this discussion and analysis for a reconciliation to the comparable GAAP financial measure.
  • Amounts may not add due to rounding.
Content analysis
8th grade Avg
New words: advertising, broker, deceptive, Director, downturn, encompassed, exhibit, false, Florida, indemnity, introduction, lapping, LP, misrepresented, Missouri, NaN, Nonemployee, organizational, overhead, pledged, preliminary, premised, prepayment, protection, putative, quantified, scope, stranded, Supplementary, sweetener, threatened, unfair
Removed: began, case, commitment, customer, drawn, estimate, Interbank, London, matter, penalty, Plaintiff, syndicate, Voluntary