SJMconsumer defensivenyseupdated 10:33:10 PM

J.M. Smucker logoJ.M. Smucker

J.M. Smucker (SJM) is a consumer defensive company operating in packaged foods. Demand is typically resilient, with margin discipline and pricing power as key drivers. This analysis page tracks valuation context, trend strength, and downside risk over time.

Price

$120.70

+0.06% today

Risk

Medium

17.1% vol · 30d

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Key facts, as of

As of September 29, 2026, J.M. Smucker (SJM) trades at $120.70, up 12.3% over the past year. Its 52-week range runs from $88.25 to $135.89; the price is 11.2% below that high. It sits 11.4% above its 200-day average of $108.39, the usual sign of a long-term uptrend. Its 30-day volatility is 17.1% annualized, which we rate medium risk. It has a trailing P/E of 56.4 and a dividend yield of 3.71%.

Cite: Portfolio Terminal, "J.M. Smucker (SJM) stock analysis", 2026-09-29. https://portfolio-terminal.com/analyse/sjm

01Market

Where it trades today

Market cap

$12.89B

Price / earnings

56.4x

Beta

0.26

swings less than the market

Dividend yield

3.71%

Volume

1.34M

avg 1.39M

50-day average

$122.46

200-day average

$108.39

30-day trend

bearish

52-week range11.2% below the high
low $88.25$120.70high $135.89

trading 68% of the way up its 52-week range

02Price

How the price has moved

30-day price-7.97%
30 days ago$131.16 → $120.70today
1-year performance+11.4%
$100$113$126OctNovDecJanFebMarAprMayJunJulAugSep
SJM · 52 weeks$108.30 → $120.70
03Decision

What to weigh before acting

decision support3 sources

What Matters Now

  • The key question is whether steady demand and pricing discipline can protect margins even if growth stays modest.
  • SJM trades at 56.4x earnings, well above the consumer defensive average of 21.0x, so the market is already pricing in above-consensus execution.
  • SJM carries a beta of 0.26, which means the stock should be judged on how it affects total portfolio swings, not just on standalone upside.
  • SJM remains in a bearish short-term trend and sits 11.2% below its high, which raises the bar for any thesis that depends on fast multiple expansion.

Portfolio Use Case

  • SJM is more relevant for investors who want some income support alongside price appreciation, not just pure growth exposure.
  • The beta profile suggests it can fit a quality or lower-volatility sleeve more naturally than a high-octane tactical basket.
  • This page is most useful for deciding whether the stock deserves a permanent slot in the portfolio or just a place on the watchlist.

What Would Change the View

  • A reset in earnings expectations or a faster peer catch-up could compress the premium valuation currently embedded in SJM.
  • A recovery in price alone would not be enough to improve the view; the thesis needs confirmation from improving business or valuation signals.
  • The view would need revisiting if peers such as PG, KO, PEP start winning the marginal flow or posting cleaner operating momentum.

Methodology

  • Price, market cap, beta, yield, and liquidity fields for SJM come from Yahoo Finance quote and summary data.
  • 30-day volatility is calculated from recent daily returns and annualized using a 252-trading-day convention.
  • Sector context uses stored benchmark averages for Consumer Defensive so each page compares the ticker against a stable peer baseline rather than against the whole market.
  • Peer comparisons use the Portfolio Terminal coverage set and highlight nearby listed alternatives such as PG, KO, PEP.

Sources

  • Yahoo Finance quote dataopen →

    Live quote, valuation, beta, yield, and volume fields used for SJM. Last refresh: Sep 29, 2026, 10:33 PM.

  • Portfolio Terminal methodologyopen →

    Explains how analytics, refresh cadence, and portfolio interpretation work across the product.

  • Peer set and coverage context

    Comparative context for this page is anchored around nearby tracked names such as PG, KO, PEP.

Editorial note · Written by Portfolio Terminal Research. Template updated 3/24/2026, market data refreshed 9/29/2026, 10:33:10 PM. Built for research and portfolio monitoring, not personalized investment advice.
04About

What J.M. Smucker does

profile

The J. M. Smucker Company manufactures and markets branded food and beverage products worldwide. The company operates through five segments: U.S. Retail Coffee, U.S. Retail Frozen Handheld and Spreads, U.S. Retail Pet Foods, Sweet Baked Snacks, and Away From Home. It offers coffee, sweet baked goods, pet snacks, frozen handheld products, peanut butter, cat and dog food, fruit and specialty spreads, cookies, frozen sandwiches and snacks, hot beverages, portion control products, toppings and syrups, baking mixes and ingredients, and flour. The company provides its products under the Folgers, Café Bustelo, Dunkin', Jif, Smucker's, Uncrustables, Meow Mix, Milk-Bone, Pup-Peroni, Canine Carry…

Industry

Packaged Foods

Headquarters

Orrville, United States

05Analyst Consensus

What analysts expect

SJM carries a buy consensus from 16 analysts, with an average price target of $142.13 versus $120.70 today (+17.8%). Targets are estimates and can move quickly after earnings.

Consensus

Buy

Average target

$142.13

$120.00 to $157.00

Upside to target

+17.8%

Analysts covering

16

Consensus aggregated by Yahoo Finance. Targets are estimates, not forecasts.

06Financial Strength

How the business is doing

SJM generated $9.16B in trailing revenue (5.0% year over year), with a 2.5% net margin, and $1.46B of free cash flow, against $6.90B of net debt.

Revenue (TTM)

$9.16B

Net margin

2.5%

Revenue growth

5.0%

Free cash flow

$1.46B

Gross margin

38.0%

Operating margin

17.9%

Return on equity

3.9%

Total cash

$43.20M

Total debt

$6.94B

Earnings growth

N/A

07Annual Financials

The numbers, year by year

annual financials4 years
Fiscal yearRevenueGross profitOperating incomeNet incomeEPSFree cash flow
2026$9.05B$3.03B$1.34B-$138.70M-$1.30$1.16B
2025$8.73B$3.38B$1.65B-$1.23B-$11.57$816.60M
2024$8.18B$3.12B$1.45B$744.00M$7.14$642.90M
2023$8.53B$2.80B$1.18B-$91.30M-$0.86$717.00M
Company filings via Yahoo Finance. Refreshed 9/29/2026.
08Next Earnings

When it reports next

Next report

Nov 24, 2026

EPS estimate

$2.55

Revenue estimate

$2.26B

Estimates aggregated by Yahoo Finance. Dates move and estimates change until the report lands.

09Sector

How it sits in consumer defensive

Stable sector with essential products like food, beverages, and household goods.

versus the sectorSJM vs average
metricSJMsectorverdict
price / earnings56.4x21.0x↑ 169%
beta0.260.65less volatile
dividend yield3.71%2.80%above average
30-day volatility17.1%18%lower risk
10Peers

The companies it competes with

SJM beside the consumer defensive names it is usually measured against.

competitors4 companies
companypricemarket cap
J.M. Smucker logoSJM$120.70$12.89B
Procter & Gamble logoPG$148.32$344.50BCoca-Cola Company logoKO$86.84$373.63BPepsiCo Inc. logoPEP$128.69$175.79B
Any row opens that company's own analysis.
11Technicals

What the chart is saying

Slipped under its 50-day average inside a longer uptrend.

weakening
sjm · daily
50-day 122200-day 108resistancesupport
90.001001101307030RSI 14 · 44volS 119S 117121AprMayJunJulAugSep
Daily candles · SJMLevels are zones where the price turned at least twice in the last year. Last close $120.70 on 2026-09-29.

RSI (14)

44

neutral zone

vs 50-day

−1.4%

avg $122.46

vs 200-day

+11.4%

avg $108.39

From 1-year high

−11.2%

high $135.89 · 2026-08-27

levels and the read23% annualized vol · 30d
support$119.38turned here 2×−1.1%
support$116.62turned here 4×−3.4%
  • Price is 1.4% below its 50-day average and 11.4% above its 200-day.
  • The 50-day crossed above the 200-day on 2026-06-30 (a “golden cross”).
  • RSI at 44 is neither stretched nor washed out.
  • Nothing above has stopped it this year; the nearest floor is $119.38 (-1.1%).

A description of the chart, not advice. Indicators describe what the price has done; none of them knows what it does next.

12Questions

Questions people ask about it

questions5 answered

Is SJM a good buy right now?

J.M. Smucker trades at 56.4x earnings. This is above market average, reflecting growth expectations. Current risk level is Medium based on 17.1% volatility.

Does SJM pay dividends?

Yes, J.M. Smucker offers a dividend yield of 3.71%. That is roughly $4.48 per share a year.

How volatile is SJM?

With 30-day annualized volatility of 17.1% and beta of 0.26, SJM is classified as Medium risk. The stock tends to be more stable than the market average.

What is the analyst price target for SJM?

The average analyst price target for J.M. Smucker (SJM) is $142.13 based on 16 analyst estimates, about 17.8% above the current price of $120.70. The published range runs from $120.00 to $157.00.

How much revenue does SJM generate?

J.M. Smucker reported $9.16B in trailing twelve-month revenue. Revenue growth is running at 5.0% year over year. Net margin sits at 2.5%. Figures are aggregated from company filings by Yahoo Finance and refresh on an hourly cadence.

Compare SJM with anything

Five years side by side: what $10,000 became, how far each fell, whether they move together.

J.M. Smucker logo