Nama Insights

J. M. Smucker (SJM)

Consumer Defensive · Packaged Foods · NYSE

S&P 500
J. M. Smucker (SJM) is a Consumer Defensive company in the Packaged Foods industry. It has a market capitalization of $13.95B, a trailing price-to-earnings ratio of 12.4 and a free-cash-flow yield of 8.3%. Over the most recent reported fiscal year, revenue grew 3.7% and free cash flow per share grew 41.2%. Nama's AI scorecard rates it Hold, 5.7 out of 10. On 12-month momentum it ranks in the middle band of its market.
AI scorecard
Hold · 5.7/10
The sections balance. As of Nov 7, 2026.
Momentum
Middle · +10.5% over 12 months ex. last
Middle fifth of its market on the past year's move.
Shariah screen
Not Shariah Compliant
At least one of the three ratios or the industry test failed.
Off its high
-19.9%
How far the last close sits under the highest price of the past five years.
Market cap$13.95B
Trailing P/E12.4
Price / book2.4
Price / sales1.5
FCF yield8.3%
Dividend yield3.4%
Gross margin38.6%
Operating margin19.7%
Net margin2.5%
Revenue growth (YoY)+3.7%
Revenue growth (3-yr annual)+2.0%
EPS growth (YoY)-9.6%
FCF/share growth (YoY)+41.2%
Beta0.3
ExchangeNYSE
SectorConsumer Defensive
IndustryPackaged Foods

SJM earnings

Next report: Nov 24, 2026 (Q2 2027, EPS estimate $2.55). Beat the EPS estimate in 3 of 4 recent quarters.

QuarterReportedEPSEstimateSurpriseRevenue
Q1 2027 Aug 26, 2026 $3.24 $2.22 +46.0% $2.22B
Q4 2026 Jun 9, 2026 $2.77 $2.64 +4.9% $2.27B
Q3 2026 Feb 26, 2026 $2.38 $2.26 +5.3% $2.34B
Q2 2026 Nov 25, 2025 $2.10 $2.10 +0.0% $2.33B

SJM analyst price target

Median target $145.00 from 16 analysts, ranging $120.00 – $160.00.

Packaged Foods peers

TickerCompanyMarket capP/E
KHC Kraft Heinz $29.13B 10.5
GIS General Mills $18.99B 10.3
JBS JBS $13.36B 1.5
MKC McCormick $13.02B 15.2
HRL Hormel Foods $12.08B 15.3
MICC Magnum Ice Cream $11.74B —
DAR Darling Ingredients $7.92B 8.7
LW Lamb Weston $7.61B 18.2
Explore live SJM data on Nama Insights →

Recent Congressional trades

J. M. Smucker trades disclosed by members of the US House and Senate under the STOCK Act. See the full Congress trades board →

Member Chamber Trade Amount Disclosed
Alan Armstrong Senate Buy $1,001 - $15,000 Jul 21, 2026
Lisa McClain House Sell $1,001 - $15,000 Nov 21, 2025
Lisa McClain House Sell $1,001 - $15,000 Nov 21, 2025
Lisa McClain House Buy $1,001 - $15,000 Aug 13, 2025
Jefferson Shreve House Sell $15,001 - $50,000 Jun 22, 2025
Julie Johnson House Sell $1,001 - $15,000 May 14, 2025
David J. Taylor House Sell $1,001 - $15,000 Apr 3, 2025
David J. Taylor House Buy $1,001 - $15,000 Apr 3, 2025
Gilbert Cisneros House Sell $1,001 - $15,000 Feb 11, 2025
Shelley M Capito Senate Sell $1,001 - $15,000 —

SJM FAQ

Is SJM a buy?
Nama's AI scorecard currently rates J. M. Smucker Hold (5.7 out of 10), a call computed from its profitability, cash generation, growth, valuation and balance sheet. It is a research reading, not investment advice.
What is SJM's P/E ratio?
J. M. Smucker trades at a trailing price-to-earnings ratio of 12.4.
When does SJM report earnings?
J. M. Smucker's next scheduled report is on Nov 24, 2026. Analysts expect EPS of $2.55.
What is the SJM price target?
The median analyst price target from 16 analysts is $145.00, with a range of $120.00 – $160.00.
Is SJM Shariah compliant?
Nama's AAOIFI-style screen reads J. M. Smucker as Not Shariah Compliant. At least one of the three ratios or the industry test failed.
Does SJM pay a dividend?
Yes — J. M. Smucker's dividend yield is 3.4%.