Insider and congress filings
The J. M. Smucker Company (SJM)
About The J. M. Smucker Company
from the company's filings and listing- Exchange
- NYSE
- Sector
- Consumer Defensive
- Industry
- Packaged Foods
- Chief executive
- Captain Mark T. Smucker
- Employees
- 8,000
- Listed since
- -
- Market value
- $13.2B
- Price to earnings
- 57.4
- Earnings per share
- $2.15
- Dividend yield
- 3.58%
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 marked GAAP compares a GAAP figure the company reported with an adjusted consensus, two different measures, so a one-time gain or charge can move it either way; basis unverified means we could not classify the reported figure. A flag reads n/a only when a number is missing. An estimate is a forecast made by analysts, not a company target.
Executive pay
as filed for 2026 · proxy filed Jun 26, 2026| Executive | Salary | Stock awards | Other | Total |
|---|---|---|---|---|
| Mark SmuckerChief Executive Officer, President and Chair of the Bo | $1.2M | $6.3M | $3.4M | $10.9M |
| Tucker MarshallChief Financial Officer | EVP, Frozen Handheld and Spr | $719K | $1.9M | $939K | $3.5M |
| Robert FergusonChief Product Supply Officer | EVP, Coffee, Pet, and A | $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 Sta | $600K | $1.2M | $708K | $2.5M |
The summary compensation table from the 2026 proxy statement, current executives only. 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 | Change | Of company |
|---|---|---|---|---|
| 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% | 6.15% |
| 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 LLC | $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 45 days after the quarter ends, so these are positions as they stood on Jun 30, 2026. For a manager's whole book see the fund directory.
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Open-market insider trades
12 filings of 359 on record| Insider | Action | Shares | Price | Value | Trade date | Delay |
|---|---|---|---|---|---|---|
| Robert D. FergusonChief Product Supply Officer | Sold | 2,522 | $132.41 | $334K | Aug 31, 2026 | 2d |
| Mark T. SmuckerCEO, Chair of Board | Sold | 84,821 | $131.39 | $11.1M | Aug 31, 2026 | 2d |
| Tucker H. MarshallChief Financial Officer | Sold · 2 lines | 18,482 | $132.05 | $2.4M | Aug 28, 2026 | 3d |
| Jill R. PenroseChief People Officer | Sold | 5,000 | $116.69 | $583K | Jun 29, 2026 | 1d |
| Jeannette L. KnudsenChief Legal Officer | Sold | 4,353 | $115.08 | $501K | Jun 26, 2026 | 3d |
| Tucker H. MarshallChief Financial Officer | Sold | 3,630 | $111.05 | $403K | Jun 24, 2026 | 1d |
| Mark T. SmuckerCEO, Chair of Board | Sold | 13,000 | $115.11 | $1.5M | Jun 17, 2026 | 1d |
| Jeannette L. KnudsenChief Legal Officer | Sold | 5,550 | $116.29 | $645K | Jun 11, 2026 | 1d |
| Mark T. SmuckerCEO, Chair of Board | Sold | 231 | $108.97 | $25K | Mar 10, 2026 | 1d |
| Tarang AminDirector | Bought | 880 | $113.41 | $100K | Mar 2, 2026 | 1d |
| Tucker H. MarshallChief Financial Officer | Sold | 11,139 | $108.11 | $1.2M | Sep 30, 2025 | 1d |
| Mark T. SmuckerCEO, Chair of Board | Sold | 6,500 | $110.00 | $715K | Sep 24, 2025 | 1d |
One row is one filing. A filing that reported its trade in several tranches is summed, priced at the weighted average, and marked with its line count.
Congress trades in SJM
20 disclosures of 36 on record · median 29d of the 45 allowed| Member | Type | Action | Amount disclosed | Since the trade | Trade date | Disclosed | Delay |
|---|---|---|---|---|---|---|---|
| Alan ArmstrongSelfFiled late | Stock | Purchase | $1,001 - $15,000 | +29.5%S&P +20.2% · vs S&P 500 +9.3% | Mar 27, 2026 | Jul 21, 2026 | 116d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | +19.2%S&P +9.8% · vs S&P 500 +9.4% | Jan 29, 2026 | Feb 6, 2026 | 8d |
| Lisa C. McClainSpouse | Stock | Sale | $1,001 - $15,000 | +19.6%S&P +12.0% · vs S&P 500 +7.7% | Oct 31, 2025 | Nov 21, 2025 | 21d |
| Lisa C. McClainSpouse | Stock | Sale | $1,001 - $15,000 | +21.0%S&P +12.3% · vs S&P 500 +8.7% | Oct 30, 2025 | Nov 21, 2025 | 22d |
| Lisa C. McClainSpouse | Stock | Purchase | $1,001 - $15,000 | +23.2%S&P +13.2% · vs S&P 500 +10.0% | Oct 30, 2025 | Nov 21, 2025 | 22d |
| Lisa C. McClainSpouseFiled late | Stock | Purchase | $1,001 - $15,000 | +27.4%S&P +25.5% · vs S&P 500 +2.0% | Jun 24, 2025 | Aug 13, 2025 | 50d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | +26.7%S&P +26.7% · vs S&P 500 0.0% | Jun 23, 2025 | Jul 9, 2025 | 16d |
| Jefferson Shreve | Stock | Sale | $15,001 - $50,000 | +9.6%S&P +30.8% · vs S&P 500 -21.2% | May 12, 2025 | Jun 22, 2025 | 41d |
| Julie JohnsonJoint | Stock | Sale | $1,001 - $15,000 | +4.0%S&P +35.9% · vs S&P 500 -31.8% | Apr 1, 2025 | May 14, 2025 | 43d |
| David TaylorFiled late | Stock | Purchase | $1,001 - $15,000 | +19.7%S&P +26.0% · vs S&P 500 -6.3% | Feb 10, 2025 | Apr 3, 2025 | 52d |
| David Taylor | Stock | Sale | $1,001 - $15,000 | +14.9%S&P +24.9% · vs S&P 500 -9.9% | Feb 20, 2025 | Apr 3, 2025 | 42d |
| Gilbert Ray Cisneros, Jr. | Stock | Sale | $1,001 - $15,000 | +18.9%S&P +25.4% · vs S&P 500 -6.5% | Jan 24, 2025 | Feb 11, 2025 | 18d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | +20.7%S&P +27.6% · vs S&P 500 -6.8% | Jan 17, 2025 | Feb 6, 2025 | 20d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +11.4%S&P +38.9% · vs S&P 500 -27.5% | Jul 2, 2024 | Aug 7, 2024 | 36d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +11.6%S&P +39.8% · vs S&P 500 -28.2% | Jul 1, 2024 | Aug 7, 2024 | 37d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | +13.7%S&P +43.9% · vs S&P 500 -30.2% | May 28, 2024 | Jun 5, 2024 | 8d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +8.3%S&P +82.4% · vs S&P 500 -74.1% | Oct 31, 2023 | Nov 8, 2023 | 8d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | -13.8%S&P +69.7% · vs S&P 500 -83.5% | Sep 5, 2023 | Sep 6, 2023 | 1d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | +2.3%S&P +74.6% · vs S&P 500 -72.3% | Oct 7, 2021 | Nov 9, 2021 | 33d |
| Marjorie Taylor GreeneJoint | Stock | Purchase | $1,001 - $15,000 | +8.7%S&P +98.5% · vs S&P 500 -89.7% | Jan 21, 2021 | Feb 19, 2021 | 29d |
Since the trade: the stock's move from the trade date to the latest close we hold, as of Sep 10, 2026, an estimate, with the S&P 500 over the same window and the difference against it. The figures describe the stock after the trade, not the member's result: the filing carries a band, not a fill, and a sale keeps the same sign, so a positive figure after a sale means the stock kept rising. An option row carries the underlying stock's move. A row marked n/a has no market price. Not investment advice.
Members of Congress reporting a position
3 members · estimate, as of Sep 10, 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% |
| Gary C. Peters | Democrat · Senate | $1,001 - $15,000 | 0.2% |
| Shelley Moore Capito | Republican · Senate | $1,001 - $15,000 | 0.4% |
Estimate, as of Sep 10, 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.
Awards, option exercises and gifts (20)
| Insider | Event | Shares | Date |
|---|---|---|---|
| Jill R. PenroseChief People Officer | Tax withholding | 1,461 | Sep 1, 2026 |
| Jeannette L. KnudsenChief Legal Officer | Tax withholding | 1,584 | Sep 1, 2026 |
| Robert D. FergusonChief Product Supply Officer | Tax withholding | 1,121 | Sep 1, 2026 |
| Mark T. SmuckerCEO, Chair of Board | Option exercise | 84,821 | Aug 31, 2026 |
| Tucker H. MarshallChief Financial Officer | Option exercise | 18,482 | Aug 28, 2026 |
| Kirk PerryDirector | Stock award | 218 | Jul 1, 2026 |
| Mercedes AbramoDirector | Stock award | 218 | Jul 1, 2026 |
| Tarang AminDirector | Stock award | 247 | Jul 1, 2026 |
| Bruce ChungDirector | Stock award | 229 | Jul 1, 2026 |
| Robert D. FergusonChief Product Supply Officer | Tax withholding | 1,259 | Jun 15, 2026 |
| Mark T. SmuckerCEO, Chair of Board | Tax withholding | 12,677 | Jun 15, 2026 |
| Jill R. PenroseChief People Officer | Tax withholding | 979 | Jun 15, 2026 |
| Tucker H. MarshallChief Financial Officer | Tax withholding | 1,473 | Jun 15, 2026 |
| Jeannette L. KnudsenChief Legal Officer | Tax withholding | 1,648 | Jun 15, 2026 |
| Jeannette L. KnudsenChief Legal Officer | Stock award | 6,797 | Jun 11, 2026 |
| Mark T. SmuckerCEO, Chair of Board | Stock award | 34,497 | Jun 11, 2026 |
| Tucker H. MarshallChief Financial Officer | Stock award | 9,207 | Jun 11, 2026 |
| Jill R. PenroseChief People Officer | Stock award | 5,978 | Jun 11, 2026 |
| Katherine Marie WilliamsChief Marketing Officer | Stock award | 3,136 | Jun 11, 2026 |
| Robert D. FergusonChief Product Supply Officer | Stock award | 8,650 | Jun 11, 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.
Questions
Are insiders buying or selling SJM?
Across the 12 most recent open-market filings shown here, 1 was a purchase and 11 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 Sep 10, 2026. The three largest estimated positions belong to David Taylor, Gary C. Peters and Shelley Moore Capito. 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 Sep 10, 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 days after the transaction, against the two business days Form 4 allows. Congressional disclosures took a median of 29 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 Sep 10, 2026.