SJM - The J. M. Smucker Company
ORRVILLE, Ohio, July 17, 2026 /PRNewswire/ -- The J.M. Smucker Co. (NYSE: SJM) today announced its Board of Directors approved an increase in the quarterly dividend from $1.10 to $1.12 per common share, an increase of two percent.
J. M. Smucker offers compelling value at a 10.9x forward P/E and a 4% yield, well below its historical average. SJM expects fiscal 2027 net sales to decline 3%–4% but guides for 7%–12% adjusted EPS growth driven by cost controls and productivity gains. Uncrustables and Donettes remain key growth drivers, while coffee segment improvement and margin recovery are critical near-term catalysts.
J.M. Smucker's Uncrustables reaches about $1 billion in annual sales as household gains, wider distribution and innovation fuel growth.
Smucker (SJM) reported earnings 30 days ago. What's next for the stock?
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SJM is chasing growth beyond grocery shelves with Away From Home, Uncrustables and Cafe Bustelo, but fiscal 2027 sales pressure keeps it neutral.
SJM looks inexpensive on earnings and supported by cash flow, but weak fiscal 2027 sales visibility and portfolio repair keep the stock neutral.
SJM's outlook rests on Uncrustables and Cafe Bustelo growth, coffee margin recovery and cash flow, while fiscal 2027 sales pressure tempers the setup.
The J.M. Smucker Company (NYSE:SJM) is trading sideways on Thursday. The shares have gained more than 12% in two days after a strong earnings report.
J. M. Smucker delivered a Q4 earnings beat, driving a sharp rebound from recent lows, but guidance for FY'27 is muted. SJM expects FY'27 revenues to decline 3-4% and FCF to drop by $200M, with flat EPS versus FY'25, reflecting limited growth prospects. Recent outperformance was driven by the coffee segment; underlying brand momentum remains relatively weak.
The J. M. Smucker Company remains a Buy after a strong earnings report, with a sustainable 4% dividend yield paid to wait for a potential recovery. SJM is working on its turnaround, targeting net debt/EBITDA of ~3x by fiscal year-end and maintaining robust free cash flow to support dividends and potential buybacks in the future. Management guides FY27 net sales to decline 3–4% but expects Adj. EPS of $9.75–$10.25, with $1B in free cash flow after $325M in CAPEX.