기업호재
SJM Raises FY2027 Guidance; Growth Engines Offset Portfolio Weakness영어 원문
Raised earnings, sales and cash flow outlooks; double-digit growth in Uncrustables and Cafe Bustelo supports margins
첫날 -0.6% · 5일 후 -4.7%
기업악재
Smucker CFO Sells 18,482 Shares for $2.4M영어 원문
Insider sale of 46% of stake may raise questions about internal confidence
첫날 +0.2% · 5일 후 -6.2%
이전 이벤트 10건›
내부자 매도
내부자 매도 1150만 달러 (내부자 2명)
첫날 -0.9% · 5일 후 -5.0%
실적호재
SJM beats Q1, raises FY27 guidance; analysts lift targets영어 원문
Core growth solid ex-tariff refund; multiple analysts raised forecasts
첫날 +1.0% · 5일 후 +6.5%
›전개 과정 4회
- 2026-08-21 Multiple independent sources confirm earnings date; market watches results
- 2026-08-26 Multiple sources confirm timing; options imply ~±6.72% move
- 2026-08-26 Q1 beat and raised FY27 guidance, driven by coffee and ready-to-eat demand, confirmed by multiple sources
- 2026-08-27 Core growth solid ex-tariff refund; multiple analysts raised forecasts
실적
실적 발표
첫날 +4.3% · 5일 후 +0.4%
8-K 공시
8-K: 실적 공시
첫날 +4.3% · 5일 후 +0.4%
M&A·자금조달악재
CalSTRS Trims SJM Stake by 33.8% in Q1영어 원문
SEC filing reveals institutional stake reduction, adding new ownership data
첫날 +1.4% · 5일 후 -1.5%
기타호재
Smucker Hits 52-Week High, Featured in Value Stock Comparison영어 원문
Multiple sources note new high and value comparison with Danone, indicating heightened market attention
첫날 +2.7% · 5일 후 -5.7%
M&A·자금조달호재
Smucker Raises Dividend for 25th Consecutive Year, Reinforces Growth Strategy영어 원문
Company announces 25th consecutive annual dividend increase, citing strong cash flow and focused debt-reduction strategy.
첫날 +0.4% · 5일 후 +7.6%
›전개 과정 2회
- 2026-07-18 29th consecutive annual increase, up 1.8%
- 2026-07-20 Company announces 25th consecutive annual dividend increase, citing strong cash flow and focused debt-reduction strategy.
실적호재
SJM Post-Earnings Analyst Target Hikes, Options Activity영어 원문
Post-beat, Morgan Stanley among raises; unusual call and put volume noted
첫날 +2.4% · 5일 후 +12.5%
›전개 과정 4회
- 2026-06-05 Multiple independent sources confirm SJM reports earnings in the week of June 8, part of regular earnings cycle.
- 2026-06-09 Multiple independent sources confirm SJM earnings release before open on June 9, consistent with prior event, no new facts
- 2026-06-09 EPS $2.77 vs est. $2.64; revenue $2.27B vs est. $2.26B; implied move ±5.93%
- 2026-06-11 Post-beat, Morgan Stanley among raises; unusual call and put volume noted
실적
실적 발표영어 원문
Fiscal 2027 net sales guidance down 3% to 4%, with Q1 expected flat and deflation beginning in Q2 onward
첫날 +10.4% · 5일 후 +3.2%
8-K 공시
8-K: 실적 공시
첫날 +10.4% · 5일 후 +3.2%
방향별 정리 · 원문 링크
최근 2주간 X 신뢰 작성자 의견을 AI가 묶은 주장이며, 수치는 독립 작성자 수다. 언급량은 방향을 예측하지 않는다 · 투자 권유 아님
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