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J M SMUCKER Co (SJM) reports that Chief People Officer Jill R. Penrose had 1,461 Common Shares withheld on September 1, 2026 to satisfy tax liability upon the vesting of restricted stock under The J. M. Smucker Company 2020 Equity and Incentive Compensation Plan. After this tax-withholding disposition, she holds 14,334 Common Shares directly and 2,755 Common Shares indirectly through a 401(k) plan and the company’s dividend reinvestment plan.
J M SMUCKER Co (SJM) executive Jeannette L. Knudsen, Chief Legal Officer, reported that on September 1, 2026, 1,584 common shares were withheld by the company at $131.42 per share to satisfy tax liability upon the vesting of restricted stock under The J. M. Smucker Company 2020 Equity and Incentive Compensation Plan. Following this tax-withholding disposition, she directly held 15,251 common shares and indirectly held 5,243 common shares through a 401(k) and dividend reinvestment plan; no Rule 10b5-1 trading plan is reported.
J M SMUCKER Co (SJM) reports that Chief Product Supply Officer Robert D. Ferguson disposed of Common Shares in late August and early September 2026. On August 31, 2026, he sold 2,522 shares at $132.41 per share in a market transaction. On September 1, 2026, 1,121 shares were withheld by the company at $131.42 per share to satisfy tax liability upon vesting of restricted stock under The J. M. Smucker Company 2020 Equity and Incentive Compensation Plan. Indirectly, 425 shares are held through a 401(k) and dividend reinvestment plan. No Rule 10b5-1 trading plan is reported.
J M SMUCKER Co (SJM) CEO and Chair Mark T. Smucker reported exercising options for 84,821 Common Shares at an exercise price of $108.90 per share on August 31, 2026, then selling the same 84,821 Common Shares at a weighted average price of $131.39 per share in multiple transactions. The option, originally granted for fiscal 2021, is now fully exercised with 0 option shares remaining from this grant. Following these transactions, he reports indirect holdings including 7,640 Common Shares by a 401(k) plan, 60,000 Common Shares by a 2025 grantor retained annuity trust, and additional shares held by other family and trust entities, some of which he disclaims beneficial ownership. No Rule 10b5-1 trading plan is reported.
J M SMUCKER Co (SJM) Chief Financial Officer Marshall Tucker H reported option exercises and share sales on August 28, 2026. He exercised options for a total of 18,482 Common Shares at strike prices of $108.90 and $125.82 per share and acquired the corresponding common shares. He then sold 18,482 Common Shares in open-market transactions at weighted-average prices around $132 per share. He also reports 1,526 Common Shares held indirectly through a 401(K) plan.
J M SMUCKER Co (SJM) received a notice under Rule 144 for a proposed sale of its common stock by Mark T. Smucker through Fidelity Brokerage Services LLC. The notice covers up to 84,821 shares, related to a stock option exercise, with an indicated aggregate market value of $11,144,632.17 as of August 31, 2026. The form also reports that during the prior three months, 13,000 common shares were sold for proceeds of $1,496,133.34.
J M SMUCKER Co (SJM) received a Form 144 notice related to potential sales of its common stock by officer Robert D. Ferguson. The filing covers up to 2,522 shares of common stock to be sold through Fidelity Brokerage Services LLC on the NYSE, with an indicated aggregate market value of $335,451.22 as of August 31, 2026. These shares arise from restricted stock vesting events of 725 shares on June 15, 2025 and 1,797 shares on June 16, 2025, characterized as compensation from the issuer.
J M SMUCKER Co (SJM) received a notice that insider Tucker H. Marshall intends to sell company common stock under Rule 144. The planned sale covers up to 18,482 shares, related to a stock option exercise, to be sold through Fidelity Brokerage Services LLC on or after August 28, 2026.
The filing lists an aggregate market value of $2,440,573.92 for these shares and shows company common shares outstanding of 106,823,183. It also notes a prior sale of 3,630 shares on June 24, 2026 for $403,125.62.
J. M. Smucker Co. (SJM) reported a sharp rebound in profitability for the quarter ended July 31, 2026. Net sales rose 5% to $2.22 billion, driven mainly by higher pricing in coffee and growth in Uncrustables and coffee volumes.
Gross profit more than doubled to $979.6 million (44.1% margin) helped by lower costs, favorable derivative results, and about $115 million of tariff refunds. Operating income increased to $511.6 million (23.1% margin) from $45.6 million, while GAAP net income swung to a $324.3 million profit, or $3.03 diluted EPS, from a loss of $43.9 million.
On an adjusted basis, operating income rose 46% to $540.7 million and diluted EPS grew 71% to $3.24. Free cash flow improved to $337.3 million from a negative $94.9 million, supporting dividends of $1.12 per share. Total debt edged down to $6.74 billion, with interest expense lower by 18%.
J M SMUCKER Co (SJM) reported strong fiscal 2027 first-quarter results with broad margin and cash flow improvement and raised full-year guidance. Net sales were $2.22 billion, up 5%, driven by a 4-point net pricing benefit, mainly in coffee, and a 1-point volume/mix increase led by Uncrustables and coffee.
GAAP diluted EPS was $3.03 versus a loss of $0.41 a year ago, and adjusted EPS was $3.24, up 71%, including an $0.84 benefit from approximately $115 million of tariff refunds. Gross margin expanded from 22.5% to 44.1%, and adjusted operating income rose 46%. Operating cash flow improved to $425.7 million from a $10.6 million use, and free cash flow reached $337.3 million versus negative $94.9 million.
Coffee segment net sales grew 13% with segment profit up 124%; Frozen Handheld and Spreads and Away From Home also grew sales and profit, while Sweet Baked Snacks saw a 7% sales decline and 13% profit decline. For fiscal 2027, the company now expects net sales to decrease 1–2% (prior 3–4%), adjusted EPS of $10.50–$11.00 (prior $9.75–$10.25), and free cash flow of about $1.1 billion, including a net $0.60 full-year EPS benefit from tariff refunds.