
Insider and congress filings
The J. M. Smucker Company (SJM)
NYSE · Consumer Defensive · 373 insider transactions · 36 congress trades · last filed 24 days agoS&P 500
About The J. M. Smucker Company
from the company's filings and listing, as of Oct 22, 2026- Exchange
- NYSE
- Sector
- Consumer Defensive
- Industry
- Packaged Foods
- Chief executive
- Captain Mark T. Smucker
- Employees
- 8,000
- Listed since
- -
- Market value
- $13.7B
- Price to earnings (12 mo)
- 59.4
- Net income per share, as reported (12 mo)
- $2.15
- Dividend yield
- 3.46%
Earnings
6 reported quarters · next on Nov 24, 2026| Quarter | EPS | EPS expected | Revenue | Revenue expected | Result |
|---|---|---|---|---|---|
| Q1 FY2027reported Aug 26, 2026 | $3.24 | $2.22 | $2.2B | $2.1B | EPS beatRevenue beat |
| Q4 FY2026reported Jun 9, 2026 | $2.77 | $2.64 | $2.3B | $2.3B | EPS beatRevenue in line |
| Q3 FY2026reported Feb 26, 2026 | $2.38 | $2.27 | $2.3B | $2.3B | EPS beatRevenue in line |
| Q2 FY2026reported Nov 25, 2025 | $2.10 | $2.10 | $2.3B | $2.3B | EPS in lineRevenue in line |
| Q1 FY2026reported Aug 27, 2025 | $1.90 | $1.93 | $2.1B | $2.1B | EPS missRevenue in line |
| Q4 FY2025reported Jun 10, 2025 | $2.31 | $2.24 | $2.1B | $2.2B | EPS beatRevenue miss |
Actual against the consensus estimate at the time. A flag marks a beat or a miss of more than 1.5% either way; inside that band the quarter is in line. A flag reads n/a only when a number is missing. Quarterly EPS is the figure set against the consensus, usually adjusted, so the quarters need not add up to the 12-month net income per share above. An estimate is a forecast made by analysts, not a company target.
Executive pay
as filed for fiscal 2026 · proxy filed Jun 26, 2026| Executive | Salary | Stock awards | Other | Total |
|---|---|---|---|---|
| Mark SmuckerChief Executive Officer, President and Chair of the Board | $1.2M | $6.3M | $3.4M | $10.9M |
| Tucker MarshallChief Financial Officer | EVP, Frozen Handheld and Spreads and Sweet Baked Snacks | $719K | $1.9M | $939K | $3.5M |
| Robert FergusonChief Product Supply Officer | EVP, Coffee, Pet, and Away from Home | $640K | $1.7M | $984K | $3.3M |
| Jeannette KnudsenChief Legal Officer and Secretary | $640K | $1.3M | $714K | $2.7M |
| Jill PenroseChief People and Administrative Officer | Chief of Staff | $600K | $1.2M | $708K | $2.5M |
The summary compensation table from the proxy statement for fiscal 2026, with titles as filed then. 1 executive who has since left the company is named in that filing and not shown here. Read the filing
Institutional holders
13F positions as of Jun 30, 2026| Holder | Value | Shares | Shares vs prior qtr | % of shares out |
|---|---|---|---|---|
| BlackRock, Inc. | $831.4M | 7,389,936 | +9.9% | 6.92% |
| Vanguard Capital Management LLC | $764.4M | 6,794,703 | +0.7% | 6.36% |
| State Street Corp | $739.5M | 6,573,207 | +1.2% | 6.16% |
| Vanguard Portfolio Management LLC | $555.0M | 4,933,209 | +1.1% | 4.62% |
| Dimensional Fund Advisors LP | $516.6M | 4,591,379 | +17.1% | 4.30% |
| Geode Capital Management, LLC | $326.7M | 2,908,832 | +2.4% | 2.72% |
| Hotchkis & Wiley Capital Management LLC | $314.3M | 2,793,916 | +27.6% | 2.62% |
| Citadel Advisors LLCKen Griffin | $302.7M | 2,690,881 | +39.1% | 2.52% |
| Invesco Ltd. | $264.9M | 2,354,915 | +1.3% | 2.21% |
| Goldman Sachs Group Inc | $244.6M | 2,174,660 | +65.1% | 2.04% |
| FMR LLC | $216.2M | 1,922,137 | -12.4% | 1.80% |
| Morgan Stanley | $211.5M | 1,880,292 | -13.1% | 1.76% |
A 13F reports long US equity positions and is filed within 45 days of the quarter end, so these are positions as they stood on Jun 30, 2026. For a manager's whole book see the fund directory. What a 13F covers and leaves out is explained in our guide to Form 13F.
Open-market insider trades
10 filings shown · newest filing first| Insider | Action | Shares | Price | Value | Trade date | Delay (business days) |
|---|---|---|---|---|---|---|
| Mark T. SmuckerCEO, Chair of Board | Sold | 84,821 | $131.39 | $11.1M | Aug 31, 2026filed Sep 2, 2026 | 2d |
| Robert D. FergusonChief Product Supply Officer | Sold | 2,522 | $132.41 | $334K | Aug 31, 2026filed Sep 2, 2026 | 2d |
| Tucker H. MarshallChief Financial Officer | Sold · 2 lines | 18,482 | $132.05 | $2.4M | Aug 28, 2026filed Aug 31, 2026 | 1d |
| Jill R. PenroseChief People Officer | Sold | 5,000 | $116.69 | $583K | Jun 29, 2026filed Jun 30, 2026 | 1d |
| Jeannette L. KnudsenChief Legal Officer | Sold | 4,353 | $115.08 | $501K | Jun 26, 2026filed Jun 29, 2026 | 1d |
| Tucker H. MarshallChief Financial Officer | Sold | 3,630 | $111.05 | $403K | Jun 24, 2026filed Jun 25, 2026 | 1d |
| Mark T. SmuckerCEO, Chair of Board | Sold | 13,000 | $115.11 | $1.5M | Jun 17, 2026filed Jun 18, 2026 | 1d |
| Jeannette L. KnudsenChief Legal Officer | Sold | 5,550 | $116.29 | $645K | Jun 11, 2026filed Jun 12, 2026 | 1d |
| Mark T. SmuckerCEO, Chair of Board | Sold | 231 | $108.97 | $25K | Mar 10, 2026filed Mar 11, 2026 | 1d |
| Tarang AminDirector | Bought | 880 | $113.41 | $100K | Mar 2, 2026filed Mar 3, 2026 | 1d |
One row is one filing, newest filing first. A filing that reported its trade in several tranches is summed, priced at the weighted average, and marked with its line count. The delay counts business days from the trade to the filing, the unit of Form 4's two business day deadline: weekends and federal holidays are skipped. How the filing itself works is explained in our guide to Form 4.
Other Form 4 activity (20)
| Insider | Event | Shares | Date |
|---|---|---|---|
| Bruce ChungDirector | Stock award | 1,692 | Oct 1, 2026 |
| Tarang AminDirector | Stock award | 1,725 | Oct 1, 2026 |
| Mercedes AbramoDirector | Stock award | 1,682 | Oct 1, 2026 |
| Jonathan E. Johnson IIIDirector | Stock award | 1,466 | Oct 1, 2026 |
| Jay L. HendersonDirector | Stock award | 1,466 | Oct 1, 2026 |
| Susan Chapman-HughesDirector | Stock award | 1,466 | Oct 1, 2026 |
| Dawn C. WilloughbyDirector | Stock award | 1,466 | Oct 1, 2026 |
| Jodi TaylorDirector | Stock award | 1,466 | Oct 1, 2026 |
| David V. SingerDirector | Stock award | 1,466 | Oct 1, 2026 |
| Kirk PerryDirector | Stock award | 1,682 | Oct 1, 2026 |
| Mark T. SmuckerCEO, Chair of Board | Option exercise | 84,821 | Aug 31, 2026 |
| Robert D. FergusonChief Product Supply Officer | Tax withholding | 1,121 | Sep 1, 2026 |
| Jeannette L. KnudsenChief Legal Officer | Tax withholding | 1,584 | Sep 1, 2026 |
| Jill R. PenroseChief People Officer | Tax withholding | 1,461 | Sep 1, 2026 |
| Tucker H. MarshallChief Financial Officer | Option exercise | 18,482 | Aug 28, 2026 |
| Kirk PerryDirector | Stock award | 218 | Jul 1, 2026 |
| Bruce ChungDirector | Stock award | 229 | Jul 1, 2026 |
| Mercedes AbramoDirector | Stock award | 218 | Jul 1, 2026 |
| Tarang AminDirector | Stock award | 247 | Jul 1, 2026 |
| Robert D. FergusonChief Product Supply Officer | Tax withholding | 1,259 | Jun 15, 2026 |
Awards, option exercises, shares withheld to cover tax and gifts all file on the same form as a purchase or a sale. None of them is a decision to trade, so they sit here rather than beside the ones that are.
Congress trades in SJM
20 disclosures of 36 on record · median 26d of the 45 allowedSince the trade: the stock's move from the trade date to the latest close we hold (figures as of Oct 25, 2026), not the member's result. Not investment advice.
| Member | Type | Action | Amount disclosed | Stock since the trade | Trade date | Disclosed | Delay |
|---|---|---|---|---|---|---|---|
| Alan ArmstrongSelf | Stock | Purchase | $1,001 - $15,000 | +36.5%S&P 500 +19.8% · +16.6 pts vs S&P 500 | Mar 27, 2026 | Jul 21, 2026 | 116d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | +25.6%After the saleS&P 500 +9.5% · +16.2 pts vs S&P 500 | Jan 29, 2026 | Feb 6, 2026 | 8d |
| Lisa C. McClainSpouse | Stock | Sale | $1,001 - $15,000 | +27.0%After the saleS&P 500 +11.7% · +15.3 pts vs S&P 500 | Oct 30, 2025 | Nov 21, 2025 | 22d |
| Lisa C. McClainSpouse | Stock | Purchase | $1,001 - $15,000 | +27.0%S&P 500 +11.7% · +15.3 pts vs S&P 500 | Oct 30, 2025 | Nov 21, 2025 | 22d |
| Lisa C. McClainSpouse | Stock | Sale | $1,001 - $15,000 | +25.5%After the saleS&P 500 +11.4% · +14.1 pts vs S&P 500 | Oct 31, 2025 | Nov 21, 2025 | 21d |
| Lisa C. McClainSpouse | Stock | Purchase | $1,001 - $15,000 | +33.7%S&P 500 +24.9% · +8.9 pts vs S&P 500 | Jun 24, 2025 | Aug 13, 2025 | 50d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | +33.6%After the saleS&P 500 +26.2% · +7.3 pts vs S&P 500 | Jun 23, 2025 | Jul 9, 2025 | 16d |
| Jefferson Shreve | Stock | Sale | $15,001 - $50,000 | +15.5%After the saleS&P 500 +30.4% · -14.8 pts vs S&P 500 | May 12, 2025 | Jun 22, 2025 | 41d |
| Julie JohnsonJoint | Stock | Sale | $1,001 - $15,000 | +9.7%After the saleS&P 500 +35.4% · -25.8 pts vs S&P 500 | Apr 1, 2025 | May 14, 2025 | 43d |
| David Taylor | Stock | Purchase | $1,001 - $15,000 | +26.2%S&P 500 +25.6% · +0.6 pts vs S&P 500 | Feb 10, 2025 | Apr 3, 2025 | 52d |
| David Taylor | Stock | Sale | $1,001 - $15,000 | +21.1%After the saleS&P 500 +24.5% · -3.3 pts vs S&P 500 | Feb 20, 2025 | Apr 3, 2025 | 42d |
| Gilbert Ray Cisneros, Jr. | Stock | Sale | $1,001 - $15,000 | +25.3%After the saleS&P 500 +25.0% · +0.4 pts vs S&P 500 | Jan 24, 2025 | Feb 11, 2025 | 18d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | +27.3%After the saleS&P 500 +27.1% · +0.1 pts vs S&P 500 | Jan 17, 2025 | Feb 6, 2025 | 20d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +17.6%S&P 500 +39.4% · -21.7 pts vs S&P 500 | Jul 1, 2024 | Aug 7, 2024 | 37d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +17.5%S&P 500 +38.5% · -21.0 pts vs S&P 500 | Jul 2, 2024 | Aug 7, 2024 | 36d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | +19.8%After the saleS&P 500 +43.4% · -23.6 pts vs S&P 500 | May 28, 2024 | Jun 5, 2024 | 8d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +14.2%S&P 500 +81.8% · -67.7 pts vs S&P 500 | Oct 31, 2023 | Nov 8, 2023 | 8d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | -9.1%After the saleS&P 500 +69.2% · -78.3 pts vs S&P 500 | Sep 5, 2023 | Sep 6, 2023 | 1d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | +6.7%After the saleS&P 500 +73.2% · -66.6 pts vs S&P 500 | Oct 7, 2021 | Nov 9, 2021 | 33d |
| Marjorie Taylor GreeneJoint | Stock | Purchase | $1,001 - $15,000 | +14.6%S&P 500 +97.8% · -83.2 pts vs S&P 500 | Jan 21, 2021 | Feb 19, 2021 | 29d |
Since the trade is an estimate, set beside the S&P 500 over the same window, with the gap between the two in percentage points. The filing carries a band, not a fill, and a sale keeps the stock's sign, so a positive figure after a sale means the stock kept rising after it. An option row carries the underlying stock's move. A row marked n/a is one we hold no figure for.
A delay above 45 days is the gap between the dates on the report; we mark a filing late only after checking it.
"Not captured" means the band or the transaction type on the original report is missing from our data.
"Dates conflict" marks a row whose disclosure is dated before its trade on the record we hold. Both dates are printed as filed, and no since-the-trade figure is computed from them.
Every Congress trade in SJM, filterable by party, chamber, type and account.
Members of Congress reporting a position
3 members · estimate, as of Oct 21, 20263 members report a position (estimated). The largest estimated position is in the $1,001 - $15,000 band.
| Member | Party, chamber | Estimated position | Share of their portfolio |
|---|---|---|---|
| David Taylor | Republican · House | $1,001 - $15,000 | 0.5% |
| Shelley Moore Capito | Republican · Senate | $1,001 - $15,000 | 0.4% |
| Gary C. Peters | Democrat · Senate | $1,001 - $15,000 | 0.3% |
Estimate, as of Oct 21, 2026. Each position is modelled from the member's disclosed transactions and annual filings: the midpoint of each disclosed band, moved with the stock's price since the trade. It is a rough estimate of a reported position, not a figure from a filing, which is why it is shown as a band. Share of portfolio sets that estimate against the member's whole estimated public-stock portfolio.
Questions
Are insiders buying or selling SJM?
Across the 10 most recent open-market filings shown here, 1 was a purchase and 9 were sales.
Which members of Congress have traded SJM?
Alan Armstrong, Ro Khanna, Lisa C. McClain, Jefferson Shreve, Julie Johnson, David Taylor and others disclosed SJM transactions in the filings shown here.
Which members of Congress hold SJM?
3 members of Congress report a position in SJM in the estimate we hold as of Oct 21, 2026. The estimated positions belong to David Taylor, Shelley Moore Capito and Gary C. Peters. The estimate is built from disclosed transactions and annual filings, so it is shown as a band rather than a figure from a filing.
Is SJM in the S&P 500 or the Nasdaq 100?
The J. M. Smucker Company is a current member of the S&P 500, per the membership list we hold as of Oct 26, 2026. Current members of either index get a page here whatever their filing history.
How quickly are SJM trades disclosed?
Insider filings on this page reached the public a median of 1 business day after the transaction (weekends and federal holidays skipped), against the two business days Form 4 allows. Congressional disclosures took a median of 26 days, against the 45 the STOCK Act allows.
How to read a Form 4
A DECISION THE INSIDER MADE
COMPENSATION PLUMBING
Congress rows disclose a value range rather than an exact amount, and the STOCK Act allows up to 45 days to report. Full sourcing and the limits of this data are on the methodology page. A filing is a record of a transaction, not a signal, and nothing here is investment advice.
Data as of Oct 26, 2026.
