J. M. Smucker: This Dividend Aristocrat's Turnaround Is Brewing With Elliott's Backing (Upgrade) [Seeking Alpha]
The J.M. Smucker Company (SJM)
Last the j.m. smucker company earnings: 2/26 07:00 am
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US:NYSE Investor Relations:
jmsmucker.com/investor-relations
Company Research
Source: Seeking Alpha
SJM delivered Q3'FY26 revenue and EPS beats, with pricing actions offsetting volume declines and margin compression amid a tough consumer environment. Management targets $1 billion FCF, significant debt reduction, and 10% total shareholder returns, supported by a 4.3% dividend yield and disciplined payout policy. Risks include private label competition, macro headwinds, and consumer trade-downs, but SJM's iconic brands, portfolio rebalancing, and activist oversight support the turnaround thesis. Wirestock/iStock via Getty Images Introduction Back when I first covered The J. M. Smucker Company SJM ), I highlighted their ongoing portfolio rebalancing, roughly doubling their debt following the Hostess acquisition, although they're working on improving the balance sheet significantly This article was written by Analyst's Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, but may initiate a beneficial Long position throug
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SJM
News
- TD Cowen Lowers Smucker (SJM) Target, Reflects Broader Food Sector Pressure [Yahoo! Finance]Yahoo! Finance
- Jif announces 'simpler' take on beloved peanut butter recipe [USA TODAY]USA TODAY
- J. M. Smucker (SJM) had its price target lowered by TD Cowen from $124.00 to $113.00. They now have a "hold" rating on the stock.MarketBeat
- The J.M. Smucker Company (SJM) Reports Q3 FY2026: Net Sales Up 7%, Adjusted EPS Down 9% [Yahoo! Finance]Yahoo! Finance
- How J. M. Smucker (SJM) Story Is Shifting With Activist Involvement And Coffee Cost Trends [Yahoo! Finance]Yahoo! Finance
SJM
Earnings
- 2/26/26 - Beat
SJM
Sec Filings
- 3/11/26 - Form 4
- 3/11/26 - Form 3
- 3/10/26 - Form 144
- SJM's page on the SEC website