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.
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.
The J. M. Smucker Company reported results of its virtual Annual Meeting of Shareholders held on August 12, 2026. A quorum was present with 91,893,859 shares represented in person or by proxy. Shareholders elected eleven directors to one-year terms expiring at the 2027 Annual Meeting, with each nominee receiving substantially more votes cast "for" than "against".
Shareholders also ratified Ernst & Young LLP as independent registered public accounting firm for the fiscal year ending April 30, 2027, with 88,326,304 votes for and relatively few against or abstaining. In addition, shareholders approved, on an advisory basis, executive compensation as disclosed in the 2026 Proxy Statement, with 74,735,892 votes for and lower levels of opposition, alongside broker non-votes reported.
AMIN TARANG reported acquisition or exercise transactions in this Form 4 filing.
J M Smucker director Tarang Amin received a routine equity award in the form of deferred stock units. He was granted 246.670 deferred stock units, each tied to one common share, as compensation. This increased his total deferred stock unit balance to 7,346.097 units, including amounts accumulated through the company’s dividend reinvestment plan.
J M Smucker director Mercedes Abramo reported receiving 217.660 Deferred Stock Units as a grant of derivative securities. These units were awarded at a price of $0.00 per unit and increase her deferred holdings to 6,252.076 units.
Each Deferred Stock Unit is payable in Common Shares on a 1-for-1 basis following her termination of service as a director. The reported amount also includes shares acquired under the company’s dividend reinvestment plan administered by its transfer agent. This reflects routine, compensation-related equity accrual rather than an open-market trade.
Chung Bruce reported acquisition or exercise transactions in this Form 4 filing.
J M Smucker director Bruce Chung received a grant of 228.54 Deferred Stock Units as equity compensation. These units carry a stated price of $0.00 per unit and increase his deferred stock unit holdings to 506.444 units.
The Deferred Stock Units are payable in Common Shares on a 1‑for‑1 basis after Chung’s service as a director ends, effectively deferring ownership of company stock. The reported amount includes shares accumulated through the company’s dividend reinvestment plan administered by its transfer agent.
Perry Kirk reported acquisition or exercise transactions in this Form 4 filing.
J M Smucker director Perry Kirk received a grant of 217.6600 Deferred Stock Units as compensation. Following this award, he directly holds 22,991.0870 Deferred Stock Units. These units are payable in Common Shares on a 1-for-1 basis after his service as a director ends and include shares from the company’s dividend reinvestment plan.
J M Smucker Co’s Chief People Officer Jill R. Penrose reported an open-market sale of 5,000 Common Shares at $116.695 per share. After this sale, she directly holds 15,795 Common Shares.
The filing also shows an indirect holding of 2,732 Common Shares in a 401(k) account as of the same date, reflecting shares held through a retirement plan in addition to her direct ownership.
J. M. Smucker’s Chief Legal Officer, Jeannette L. Knudsen, reported an open-market sale of 4,353 Common Shares at $115.08 per share. After this sale, she directly holds 16,835 Common Shares and indirectly holds 5,199 Common Shares through a 401(k) plan.
An SEC Form 144 filing associated with SJM documents proposed resales of Common Stock through Fidelity Brokerage Services LLC. The filing lists a block of 5,000 shares, a monetary figure of $583,475.00, and an outstanding-share figure of 106,662,133 with a date of 06/29/2026. The excerpt also shows scheduled restricted stock vesting entries on 06/14/2025 (935 shares), 06/15/2025 (695 shares), 06/16/2025 (2,620 shares) and 06/13/2026 (750 shares).
SJM affiliate submitted a Form 144 reporting a proposed sale of 5,550 shares of Common Stock for $645,409.50, dated 06/11/2026. The filing also lists restricted stock vesting entries of 3,918 shares on 06/13/2026 and 435 shares on 06/15/2026, recorded as issuer compensation vesting.