$SJM — what investors on X are saying

$SJMThe J. M. Smucker Company · Packaged Foods · $13.6B

$127.07

post+0.0%

Event thread

Key events, in time order

9 items

2026-09-24CompanyBull
SJM Raises FY2027 Guidance; Growth Engines Offset Portfolio Weakness
Raised earnings, sales and cash flow outlooks; double-digit growth in Uncrustables and Cafe Bustelo supports margins
D1 -0.6% · +5d -4.7%
2026-09-01CompanyBear
Smucker CFO Sells 18,482 Shares for $2.4M
Insider sale of 46% of stake may raise questions about internal confidence
D1 +0.2% · +5d -6.2%

7 earlier events

2026-08-31Insider selling
Insider selling $11.5M (2)
D1 -0.9% · +5d -5.0%
2026-08-21 → 08-27EarningsBull
SJM beats Q1, raises FY27 guidance; analysts lift targets
Core growth solid ex-tariff refund; multiple analysts raised forecasts
D1 +1.0% · +5d +6.5%
4 waves of this story
- 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
2026-08-26Earnings
Earnings report
D1 +4.3% · +5d +0.4%
2026-08-268-K filing
8-K: Item 2.02, Item 9.01
D1 +4.3% · +5d +0.4%
2026-08-04CapitalBear
CalSTRS Trims SJM Stake by 33.8% in Q1
SEC filing reveals institutional stake reduction, adding new ownership data
D1 +1.4% · +5d -1.5%
2026-07-29OtherBull
Smucker Hits 52-Week High, Featured in Value Stock Comparison
Multiple sources note new high and value comparison with Danone, indicating heightened market attention
D1 +2.7% · +5d -5.7%
2026-07-18 → 07-20CapitalBull
Smucker Raises Dividend for 25th Consecutive Year, Reinforces Growth Strategy
Company announces 25th consecutive annual dividend increase, citing strong cash flow and focused debt-reduction strategy.
D1 +0.4% · +5d +7.6%
2 waves of this story
- 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.

①

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Cases AI-clustered from trusted X authors over 2 weeks; counts are distinct authors. Volume does not predict direction · Not investment advice

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Facts and opinions separated · All items sourced · Not investment advice

Event thread

Key events, in time order

9 items

2026-09-24CompanyBull
SJM Raises FY2027 Guidance; Growth Engines Offset Portfolio Weakness
Raised earnings, sales and cash flow outlooks; double-digit growth in Uncrustables and Cafe Bustelo supports margins
D1 -0.6% · +5d -4.7%
2026-09-01CompanyBear
Smucker CFO Sells 18,482 Shares for $2.4M
Insider sale of 46% of stake may raise questions about internal confidence
D1 +0.2% · +5d -6.2%
2026-08-31Insider selling
Insider selling $11.5M (2)
D1 -0.9% · +5d -5.0%
2026-08-21 → 08-27EarningsBull
SJM beats Q1, raises FY27 guidance; analysts lift targets
Core growth solid ex-tariff refund; multiple analysts raised forecasts
D1 +1.0% · +5d +6.5%
4 waves of this story
- 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
2026-08-26Earnings
Earnings report
D1 +4.3% · +5d +0.4%

4 earlier events

2026-08-268-K filing
8-K: Item 2.02, Item 9.01
D1 +4.3% · +5d +0.4%
2026-08-04CapitalBear
CalSTRS Trims SJM Stake by 33.8% in Q1
SEC filing reveals institutional stake reduction, adding new ownership data
D1 +1.4% · +5d -1.5%
2026-07-29OtherBull
Smucker Hits 52-Week High, Featured in Value Stock Comparison
Multiple sources note new high and value comparison with Danone, indicating heightened market attention
D1 +2.7% · +5d -5.7%
2026-07-18 → 07-20CapitalBull
Smucker Raises Dividend for 25th Consecutive Year, Reinforces Growth Strategy
Company announces 25th consecutive annual dividend increase, citing strong cash flow and focused debt-reduction strategy.
D1 +0.4% · +5d +7.6%
2 waves of this story
- 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.

$SJM (The J. M. Smucker Company) — investor discussion on X

Five-factor rating: Strong Buy (sector percentile 96.3%)

Most active credible voices on $SJM

Recent headlines featuring $SJM

$SJM (The J. M. Smucker Company) — investor discussion on X

Five-factor rating: Strong Buy (sector percentile 96.3%)

Most active credible voices on $SJM

Recent headlines featuring $SJM

Event thread

SJM Raises FY2027 Guidance; Growth Engines Offset Portfolio Weakness

Smucker CFO Sells 18,482 Shares for $2.4M

Insider selling $11.5M (2)

SJM beats Q1, raises FY27 guidance; analysts lift targets

Earnings report

8-K: Item 2.02, Item 9.01

CalSTRS Trims SJM Stake by 33.8% in Q1

Smucker Hits 52-Week High, Featured in Value Stock Comparison

Smucker Raises Dividend for 25th Consecutive Year, Reinforces Growth Strategy

Bull vs bear

Discussion

Event thread

SJM Raises FY2027 Guidance; Growth Engines Offset Portfolio Weakness

Smucker CFO Sells 18,482 Shares for $2.4M

Insider selling $11.5M (2)

SJM beats Q1, raises FY27 guidance; analysts lift targets

Earnings report

8-K: Item 2.02, Item 9.01

CalSTRS Trims SJM Stake by 33.8% in Q1

Smucker Hits 52-Week High, Featured in Value Stock Comparison

Smucker Raises Dividend for 25th Consecutive Year, Reinforces Growth Strategy