Landscape Capital Management L.L.C. Has $4.18 Million Stock Position in The J. M. Smucker Company $SJM

Landscape Capital Management L.L.C. reduced its stake in The J. M. Smucker Company (NYSE:SJM) by 66.0% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 42,751 shares of the company’s stock after selling 82,964 shares during the quarter. Landscape Capital Management L.L.C.’s holdings in J. M. Smucker were worth $4,181,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. CYBER HORNET ETFs LLC acquired a new position in shares of J. M. Smucker in the second quarter worth approximately $27,000. MCF Advisors LLC lifted its stake in shares of J. M. Smucker by 68.1% in the fourth quarter. MCF Advisors LLC now owns 311 shares of the company’s stock worth $30,000 after acquiring an additional 126 shares during the period. MUFG Securities EMEA plc acquired a new position in shares of J. M. Smucker in the second quarter worth approximately $31,000. Fideuram Asset Management Ireland dac acquired a new position in shares of J. M. Smucker in the fourth quarter worth approximately $32,000. Finally, Hilton Head Capital Partners LLC acquired a new position in shares of J. M. Smucker in the fourth quarter worth approximately $42,000. 81.66% of the stock is owned by institutional investors and hedge funds.

More J. M. Smucker News

Here are the key news stories impacting J. M. Smucker this week:

• Negative Sentiment: An insider sale by Jeannette L. Knudsen of 5,550 shares at an average price of $116.29 may weigh on sentiment, since insider selling can signal caution, even though the transaction was relatively small versus the company’s market value. SEC filing
• Negative Sentiment: Technical commentary flagged SJM as overbought and near resistance, suggesting the recent rally could be running out of momentum and may face near-term pullback pressure. Article
• Negative Sentiment: Seeking Alpha noted that while quarterly earnings beat expectations, fiscal 2027 guidance looks muted, with revenue expected to fall and free cash flow projected to decline, which could limit upside for investors. Article
• Negative Sentiment: TipRanks reported a new risk disclosure related to stakeholder sentiment and activism, adding another governance-related headwind to valuation. Article
• Neutral Sentiment: Analyst and media coverage remains mixed, with TD Cowen issuing a Hold and several articles debating whether Smucker’s recent move has already topped out. Article
• Neutral Sentiment: Jim Cramer said food stocks still have “scarcity value” and referenced Smucker’s pet food, coffee, Uncrustables, and peanut butter businesses, which supports the company’s defensive appeal but is not a direct catalyst. Article
• Neutral Sentiment: Commentary on evolving consumer demand trends suggests investors are still reassessing Smucker’s growth profile, but it does not point to a clear near-term catalyst. Article

Insider Transactions at J. M. Smucker

In related news, insider Jeannette L. Knudsen sold 5,550 shares of the stock in a transaction dated Thursday, June 11th. The stock was sold at an average price of $116.29, for a total transaction of $645,409.50. Following the sale, the insider owned 16,039 shares of the company’s stock, valued at approximately $1,865,175.31. This represents a 25.71% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Company insiders own 2.24% of the company’s stock.

Analyst Upgrades and Downgrades

A number of equities analysts recently commented on the company. Deutsche Bank Aktiengesellschaft reaffirmed a “hold” rating and issued a $95.00 price objective on shares of J. M. Smucker in a research note on Wednesday, May 20th. BTIG Research set a $130.00 price objective on J. M. Smucker in a research note on Wednesday. Sanford C. Bernstein reiterated an “outperform” rating and issued a $137.00 target price on shares of J. M. Smucker in a report on Wednesday. TD Cowen lifted their target price on J. M. Smucker from $103.00 to $115.00 and gave the stock a “hold” rating in a report on Wednesday. Finally, Royal Bank Of Canada lifted their target price on J. M. Smucker from $130.00 to $135.00 and gave the stock an “outperform” rating in a report on Wednesday. Ten investment analysts have rated the stock with a Buy rating, nine have issued a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, J. M. Smucker currently has a consensus rating of “Hold” and a consensus target price of $121.13.

J. M. Smucker Stock Down 0.7%

SJM stock opened at $116.05 on Friday. The stock’s fifty day simple moving average is $99.63 and its two-hundred day simple moving average is $102.01. The company has a current ratio of 0.78, a quick ratio of 0.35 and a debt-to-equity ratio of 1.15. The J. M. Smucker Company has a 1-year low of $88.25 and a 1-year high of $119.39. The stock has a market cap of $12.38 billion, a P/E ratio of -89.27, a P/E/G ratio of 1.64 and a beta of 0.27.

J. M. Smucker (NYSE:SJM) last posted its quarterly earnings data on Tuesday, June 9th. The company reported $2.77 earnings per share for the quarter, topping the consensus estimate of $2.64 by $0.13. J. M. Smucker had a positive return on equity of 17.18% and a negative net margin of 1.53%.The business had revenue of $2.27 billion for the quarter, compared to analysts’ expectations of $2.26 billion. During the same quarter in the previous year, the firm earned $2.31 earnings per share. The business’s revenue was up 5.8% on a year-over-year basis. J. M. Smucker has set its FY 2027 guidance at 9.750-10.250 EPS. Analysts expect that The J. M. Smucker Company will post 9.95 EPS for the current year.

J. M. Smucker Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Monday, June 1st. Stockholders of record on Friday, May 15th were given a dividend of $1.10 per share. This represents a $4.40 dividend on an annualized basis and a dividend yield of 3.8%. The ex-dividend date of this dividend was Friday, May 15th. J. M. Smucker’s dividend payout ratio is currently -338.46%.

About J. M. Smucker

The J. M. Smucker Company is a diversified food and beverage manufacturer and marketer known for a portfolio of well-established consumer brands. The company’s main business activities include the production and distribution of fruit spreads, peanut butter, coffee and coffee filters, as well as pet food and pet snacks. Smucker’s core product lines serve both retail and foodservice customers through grocery chains, mass merchandisers, club stores, convenience outlets and e-commerce channels.

Among its leading brands are Smucker’s® fruit spreads, Jif® peanut butter, Folgers® and Dunkin’® coffees, and Café Bustelo® coffee.