Welcome to our dedicated page for J M Smucker SEC filings (Ticker: SJM), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
The J.M. Smucker Company's SEC filings document material events for the packaged food issuer, including Form 8-K earnings releases, executive and board changes, separation arrangements, director elections, committee assignments, and annual-meeting voting results. Earnings-related 8-K exhibits furnish quarterly results, segment information, outlook updates, portfolio divestiture effects, and impairment disclosures tied to the company's branded food and pet categories.
The company's proxy materials and meeting reports disclose shareholder voting outcomes, director compensation references, governance committee matters, and board structure. Recent filings also record executive compensation changes and indemnity arrangements associated with leadership and director appointments.
Marshall Tucker H reported acquisition or exercise transactions in this Form 4 filing.
J. M. Smucker Chief Financial Officer Marshall Tucker H reported a compensation-related stock grant and updated holdings. He received 9,207 Common Shares as a grant or award at $0.00 per share, increasing his direct ownership to 43,802 Common Shares.
The restricted stock was granted for fiscal year 2027 under The J. M. Smucker Company 2020 Equity and Incentive Compensation Plan and vests in three equal annual installments beginning on June 11, 2027. In addition, he indirectly holds 1,526 Common Shares through a 401(k) and dividend reinvestment plan. The filing reflects compensation and accumulation of shares, not an open-market purchase or sale.
J. M. Smucker Chief Legal Officer Jeannette L. Knudsen reported a mix of share awards and sales in company stock. She received a grant of 6,797 common shares at no cost as restricted stock for fiscal year 2027, awarded under The J. M. Smucker Company 2020 Equity and Incentive Compensation Plan. These restricted shares vest in three equal annual installments beginning on June 11, 2027.
On the same date, she sold 5,550 common shares in an open-market transaction at a price of $116.29 per share. Following these transactions, she directly holds 16,039 common shares and indirectly holds 5,199 common shares through a 401(k) plan, which also reflects shares accumulated via the company’s 401(k) and dividend reinvestment plans.
SMUCKER MARK T reported acquisition or exercise transactions in this Form 4 filing.
J M Smucker Co CEO and Chair Mark T. Smucker received a grant of 34,497 restricted common shares at $0.00 per share as equity compensation. The award is for fiscal year 2027 under The J. M. Smucker Company 2020 Equity and Incentive Compensation Plan.
The restricted stock vests in three equal annual installments beginning on June 11, 2027. After this grant, Smucker directly holds 107,686 common shares. The filing also lists several indirect holdings, including shares held by family trusts, a grantor retained annuity trust, his spouse, and a 401(k) plan, some of which he disclaims beneficial ownership of.
Fidelity Brokerage Services LLC filed a Form 144 notice to sell Common Stock of SJM. The filing lists 5,550 shares and multiple prior restricted stock vesting entries (141; 366; 1,648; 1,020; 894; 1,481) dated between 06/13/2023 and 06/14/2025.
The J. M. Smucker Company filed its annual report detailing a diversified branded food and beverage portfolio focused on North America, with net sales outside the U.S. representing 4 percent of consolidated net sales for 2026. The company operates five reportable segments: U.S. Retail Coffee, U.S. Retail Frozen Handheld and Spreads, U.S. Retail Pet Foods, Sweet Baked Snacks, and Away From Home.
Smucker completed several portfolio moves, including the acquisition of Hostess Brands, Inc. and divestitures of certain Sweet Baked Snacks value brands, Voortman, the Canada condiment business, and Sahale Snacks. In 2026 it recorded total pre-tax impairment charges of $961.7 million related to the Sweet Baked Snacks reporting unit and the Hostess brand trademark, reflecting lower long‑term expectations for that business.
The report highlights significant customer concentration, with Walmart Inc. and subsidiaries accounting for 34 percent of 2026 net sales and the top 10 customers representing about 60 percent of consolidated net sales. It also outlines commodity, supply chain, regulatory, and macroeconomic risks, as well as extensive human capital, ethics, and community initiatives, including more than $9 million in charitable donations and recognition as one of the World’s Most Ethical Companies in 2026.
The J.M. Smucker Co. reported solid fourth quarter results for fiscal 2026, with net sales of $2.27 billion, up 6%, and diluted net income per share of $3.64 versus a loss a year ago. Adjusted earnings per share rose 20% to $2.77, and free cash flow increased to $483.9 million.
For fiscal 2026, net sales were $9.05 billion, up 4%, but the company posted a diluted net loss per share of $1.30. Adjusted earnings per share were $9.15, down 10%, while free cash flow improved to $1.16 billion and operating cash flow reached $1.47 billion. Smucker returned $464.7 million in dividends and repaid $720 million of debt.
Looking to fiscal 2027, Smucker expects net sales to decrease 3–4%, but guides adjusted earnings per share higher, to $9.75–$10.25, and targets roughly $1.0 billion of free cash flow, reflecting a focus on profitability and cash generation despite lower expected revenue.
J M Smucker Co/The: Vanguard Capital Management reported beneficial ownership of 7,677,331 shares of Common Stock, representing 7.19% of the class as of 03/31/2026. The filing states Vanguard has sole voting power for 931,288 shares and sole dispositive power for 7,677,331 shares. The disclosure notes affiliation and power aggregations "In accordance with SEC Release No. 34-39538 (January 12, 1998)", listing affiliated Vanguard entities that exercise voting or dispositive power over some holdings.
BlackRock, Inc. reports beneficial ownership of 6,247,310 shares of J M Smucker Co Common Stock, representing 5.9% of the class as reported on 03/31/2026. The filing states BlackRock has sole voting power for 5,974,586 shares and sole dispositive power for 6,247,310 shares. The Schedule 13G/A is signed on 04/27/2026 by a BlackRock Managing Director and notes that various persons may have rights to dividends or sale proceeds.
J M Smucker Co director David V. Singer filed an initial statement of beneficial ownership on Form 3. The provided data show no reported transactions in company securities, no derivative positions, and no share holdings or changes disclosed in this excerpt.
J M Smucker Co director Bruce Chung reported holdings of deferred stock units tied to the company’s common shares. He holds 274.8980 deferred stock units, each payable in one common share on a 1-for-1 basis following his termination of service as a director.