J M Smucker Stock Price, News & Analysis

The J.M. Smucker Co. (NYSE: SJM) will report second quarter fiscal 2026 results on Tuesday, November 25, 2025. A press release with financial statements, segment information, supplemental materials, pre-recorded management remarks, and a transcript will be posted at 7:00 a.m. ET.

The company will host a live webcast Q&A with Mark Smucker, CEO and chair, and Tucker Marshall, CFO, at 9:00 a.m. ET on the same day. The live webcast, replay, and materials will be available at the investor website: investors.jmsmucker.com.

The J.M. Smucker Co. (NYSE: SJM) announced a cash dividend of $1.10 per share on common stock.

The Board approved the dividend to be paid on December 1, 2025 to shareholders of record at the close of business on November 14, 2025.

J.M. Smucker Co. (NYSE: SJM) reported fiscal 2026 first quarter results with net sales of $2.1 billion, down 1% year-over-year. Excluding divestitures and foreign currency exchange, comparable net sales increased 2%. The company reported a net loss per share of $0.41, while adjusted EPS was $1.90, down 22% from the prior year.

The company raised its full-year net sales growth guidance to 3.0-5.0% from previous 2.0-4.0%, maintained adjusted EPS guidance of $8.50-$9.50, and increased free cash flow forecast to $975 million from $875 million. Results reflect strong top-line growth driven by consumer demand and disciplined cost management, despite operating in a dynamic external environment.

J.M. Smucker (NYSE: SJM) has announced two upcoming investor events. The company will release its Q1 fiscal 2026 financial results on August 27, 2025, at 7:00 AM ET, including financial statements, segment information, and pre-recorded management remarks.

A live Q&A session with CEO Mark Smucker and CFO Tucker Marshall will follow at 9:00 AM ET. Additionally, the company will present at the 2025 Barclays Global Consumer Staples Conference on September 2, 2025, at 12:45 PM ET. Both events will be accessible via webcast on the company's investor relations website.

J.M. Smucker (NYSE: SJM) has announced a 2% increase in its quarterly dividend from $1.08 to $1.10 per common share. The dividend will be paid on September 2, 2025, to shareholders of record as of August 15, 2025.

This increase marks the company's 24th consecutive fiscal year of dividend growth, demonstrating Smucker's continued commitment to delivering shareholder value.

J.M. Smucker (NYSE: SJM) announced that Chief Marketing Officer Gail Hollander will retire in April 2026. Hollander, who joined as CMO in 2023 after a 20-year career at Publicis Groupe, has been credited with developing the company's brand-building model and strengthening its marketing organization.

During her tenure, Hollander led the implementation of an innovative marketing approach that combined creativity with data-focused brand marketing. The company will begin searching for a new Chief Marketing Officer to continue building upon the enhanced marketing capabilities and brand growth strategies established under Hollander's leadership.

J.M. Smucker (NYSE: SJM) has announced plans to remove FD&C colors from all consumer food products by the end of 2027. This initiative primarily affects their sugar-free fruit spreads, ice cream toppings, and certain Hostess® brand products.

The company will also cease selling products containing FD&C colors to K-12 schools by the 2026/2027 school year. This move follows previous product innovations, including the removal of high-fructose corn syrup from Uncrustables® sandwiches and the introduction of all-natural fruit spreads.

J.M. Smucker Co. (NYSE: SJM) reported Q4 FY2025 results with net sales of $2.1B, down 3% YoY. The quarter saw a net loss per share of $6.85, while adjusted EPS was $2.31, declining 13%. Full-year net sales increased 7% to $8.7B, with adjusted EPS up 2% to $10.12. The company faced challenges including a $980M impairment charge related to Sweet Baked Snacks goodwill and Hostess brand trademark. Cash from operations was $393.9M, with free cash flow of $298.9M. For FY2026, SJM expects net sales growth of 2-4%, adjusted EPS of $8.50-9.50, and free cash flow of $875M. The results reflect multiple business changes, including the Hostess Brands acquisition and divestitures of various businesses. Coffee segment showed strength with 11% sales growth, while Sweet Baked Snacks struggled with a 26% sales decline.

The J.M. Smucker Co. (NYSE: SJM) has announced plans to close its Indianapolis manufacturing facility, which produces Hostess® brand products, and consolidate operations into existing facilities. The closure is expected to be completed by early 2026, with the company planning to sell the facility. This strategic move is part of SJM's efforts to optimize its manufacturing network, reduce costs, and simplify operations within its Sweet Baked Snacks segment. The company aims to stabilize the Hostess® business and position it for long-term growth. Additional details about the closure will be provided during the fiscal year 2025 fourth quarter results announcement.