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Ferguson Robert D reported acquisition or exercise transactions in this Form 4 filing.
J M Smucker Co reported that Chief Product Supply Officer Robert D. Ferguson received a grant of 8,650 common shares of restricted stock for fiscal year 2027 under the 2020 Equity and Incentive Compensation Plan. These restricted shares vest in three equal annual installments beginning on June 11, 2027. Following the grant, he holds 40,076 common shares directly and an additional 421 common shares indirectly through the company’s 401(k) plan, which also reflects shares accumulated via the 401(k) and dividend reinvestment plan.
The J. M. Smucker Co. Chief Marketing Officer Katherine Marie Williams received a compensation-related grant of 3,136 common shares at no cost, classified as a grant or award acquisition.
After this award, she directly holds 12,848 common shares. The restricted stock granted for fiscal year 2027 under The J. M. Smucker Company 2020 Equity and Incentive Compensation Plan will vest in three equal annual installments beginning on June 11, 2027.
J. M. Smucker Chief People Officer Jill R. Penrose reported a compensation-related stock award and updated holdings. She received 5,978 Common Shares as a grant at $0.00 per share, classified as a restricted stock award 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. Following the grant, Penrose directly holds 21,774 Common Shares. Separately, she indirectly holds 2,732 Common Shares through a 401(k) plan, which includes shares acquired via the company’s 401(k) and its dividend reinvestment plan since her last ownership report.
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 22,836 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.