SJM

J M SMUCKER Co

Ticker: SJMConsumer StaplesFood ProductsS&P 500
HQ ORRVILLE, OHCIK 91419FY end 04-30Book / share $53.73Shares 107M
Revenue (FY)
$9.05B+3.72%
TTM $9.16B
Op. margin
3.98%+11.70%
TTM 9.02%
Net income
$-138.70M+88.73%
TTM $229.50M
Operating cash
$1.47B+21.74%
TTM $1.91B
Free cash flow
$1.16B+41.59%
TTM $1.59B
Return on equity
0.60%+1.78%
TTM 3.99%
Debt / equity
1.26-0.01%
TTM 1.17
Shares outstanding
106.7M+0.29%
TTM 107.0M

The business

The J. M. Smucker Company (NYSE: SJM) operates as a leading manufacturer and marketer of branded food and beverage products on a worldwide basis, with the majority of sales concentrated in the United States and Canada. Founded in 1897 and incorporated in Ohio in 1921, the company maintains its website at investors.jmsmucker.com.

Smucker operates through five reportable segments: U.S. Retail Coffee, U.S. Retail Frozen Handheld and Spreads, U.S. Retail Pet Foods, Sweet Baked Snacks, and Away From Home. The company's portfolio includes iconic, market-leading brands such as Folgers and Dunkin' coffee, Jif peanut butter, Smucker's fruit spreads, Uncrustables frozen sandwiches, Meow Mix and Milk-Bone pet foods, and Hostess sweet baked goods. International operations represent approximately four percent of consolidated net sales.

The company's principal products encompass coffee, frozen handheld products, sweet baked goods, pet snacks, peanut butter, cat food, fruit spreads, portion control products, toppings and syrups, and baking mixes and ingredients. Products are distributed through food retailers, club stores, discount and dollar stores, online retailers, pet specialty stores, drug stores, military commissaries, mass merchandisers, and foodservice operators.

Smucker's competitive advantages include well-recognized brands, high-quality products, consumer trust, experienced brand management, varied product offerings, product innovation, responsive customer service, and an integrated distribution network. The company maintains strong relationships with key suppliers and sources raw materials including green coffee, peanuts, flour, sugar, oils, fats, and fruit primarily from North America, with green coffee sourced from foreign countries.

Walmart Inc. and subsidiaries, including Sam's Club, represent the company's largest customer, accounting for thirty-four percent of net sales in 2026. The top ten customers collectively account for approximately sixty percent of consolidated net sales. The company employs a workforce across multiple manufacturing and distribution facilities, with approximately twenty-one percent of full-time employees covered by collective bargaining agreements at eight manufacturing locations.

Sector
Consumer Staples
Industry
Food Products
HQ
ORRVILLE, OH
FY end
04-30
CIK
91419
SIC
2033
Financial performance · annual
20142026
$-2.27B$846.74M$3.96B$7.08B$10.20B2014201520162017201820192020202120222023202420252026TTMTTMTTM

Ownership

Who holds J M SMUCKER Co — across funds, superinvestors and bonds · N-PORT 2026Q2 · 13F 2026-06-30

557
funds hold it
0 of 35
superinvestors hold it
$4.38B
fund-held value
38.3%
of shares held by funds
10
bond issues held by funds

Top fund holders

Fund% of fundValue
VANGUARD TOTAL STOCK MARKET INDEX FUND
VTI · VANGUARD INDEX FUNDS
0.02%$362.15M
VANGUARD 500 INDEX FUND
VOO · VANGUARD INDEX FUNDS
0.02%$311.00M
VANGUARD SMALL-CAP INDEX FUND
VB · VANGUARD INDEX FUNDS
0.14%$261.34M
ProShares S&P 500 Dividend Aristocrats ETF
NOBL · ProShares Trust
1.58%$174.86M
VANGUARD SMALL-CAP VALUE INDEX FUND
VBR · VANGUARD INDEX FUNDS
0.24%$165.59M

Bonds held by funds

Funds report holding 10 issues of J M SMUCKER Co's debt, $690.58M at fund-held market value — what funds hold, not the company's debt outstanding. Weighted-average coupon 5.12%, maturing 20272053.

IssueCouponMaturesFundsFund-held
J M Smucker Co/The6.200%2033-11-1578$183.23M
J M Smucker Co/The5.900%2028-11-1561$120.80M
SJM 3.375 12/15/273.380%2027-12-1543$104.22M
JM SMUCKER CO6.500%2043-11-1560$68.94M
J M SMUCKER CO THE4.250%2035-03-1550$63.99M
J M SMUCKER CO SR UNSEC 6.5% 11-15-536.500%2053-11-1553$59.58M
J M Smucker Co/The2.380%2030-03-1547$42.83M
J M Smucker Co. (The)2.125%2032-03-1534$34.78M
JM SMUCKER CO4.375%2045-03-1529$12.04M
J M Smucker Co/The3.550%2050-03-152$0.16M

Fund ownership counts N-PORT filers only, so it is a floor rather than a census — pensions, insurers and direct holders are not visible here, and the remainder is not “held by individuals”.

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15 years of J M SMUCKER Co's financials

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