SJM The J.M. Smucker Company Common Stock
NYSE · Food Products · View on SEC EDGAR ↗ close Oct 6, 2026 10-K/10-Q Aug 26, 2026SJM Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range
SJM Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view
Bar granularity adapts to the selected period — hover the chart to see open/high/low/close for a bar.
About The J.M. Smucker Company Common Stock Company overview from Wikipedia
The J.M. Smucker Company, also known as Smucker's, is an American manufacturer of food and beverage products. Headquartered in Orrville, Ohio, the company was founded in 1897 as a maker of apple butter. J.M. Smucker currently has three major business units: consumer foods, pet foods, and coffee. Its flagship brand, Smucker's, produces fruit preserves, peanut butter, syrups, frozen crustless sandwiches, and ice cream toppings.
Among J.M. Smucker's other food and coffee brands are Café Bustelo, Carnation Milk (Canada), Crosse & Blackwell, Dunkin', Five Roses (Canada), Folgers, Golden Temple (Canada), Jif, Knott's Berry Farm, Laura Scudder's, Robin Hood (Canada), Santa Cruz Organic, and Smucker's Uncrustables. Pet food brands include Meow Mix and Milk-Bone, among others. In 2023, Smuckers acquired Hostess Brands, the makers of Twinkies, in a $5.6 billion cash and stock deal. Listed on the New York Stock Exchange (ticker symbol: SJM), J.M. Smucker ranks 426th on the Fortune 500, with an estimated 2022 market value of $14.6 billion.
History
Founding (1897–1958)
The J.M. Smucker Company was founded in 1897 by Jerome Monroe Smucker. Smucker was born on December 5, 1858, in Orrville, Ohio, and much of his life was spent as a farmer in Orrville. In 1897 Smucker built a cider mill in Orrville. The company, which came to produce jellies, jams, and other food items, has stated that he used apples from local Orrville trees planted by Johnny Appleseed in the early nineteenth century. Smucker prepared apple butter and sold it from the back of a horse-drawn wagon.
The company was incorporated in 1921. At the time, the company sold preserves and jellies, and by 1928 was distributing in Ohio, Pennsylvania, and Indiana. After the company recorded losses in 1932 and 1933, in 1935 Smucker's eldest son Willard established a Smucker's plant in the state of Washington for pre-processing apples, which were then shipped to Orrville to be cooked. After introducing its trademark glass jar in 1939, annual sales reached $1 million. In 1940, Smucker's introduced its first line of ice cream toppings, and two years later began distributing its products nationally. During World War II, the company faced shortages of labor, glass, and fruit. In 1946, Smucker's earned the designation "U.S. Grade A Fancy" after it paid U.S. Department of Agriculture inspectors to "oversee every aspect of its production".
National expansion and IPO (1959–1984)
The company went public in 1959, and the following year J.M. Smucker opened a manufacturing plant in Salinas, California that increased its production capacity by 40%. In 1960, Paul Smucker became president and the company hired Wyse Advertising of Cleveland to produce radio spots. J.M. Smucker was then listed on the New York Stock Exchange (NYSE) in 1965.
1963 saw J.M. Smucker's acquisition of the jams and jellies company Mary Ellen. Profits increased between 1959 and 1969 before dropping in 1970. Between 1973 and 1980, J.M. Smucker implemented cost-cutting measures to increase profit margins, acquiring manufacturing operations in Oregon, Tennessee and California and consolidating packing operations. In 1978, J.M. Smucker debuted a low sugar "spread" that was so low in sugar the Food and Drug Administration wouldn't allow Smucker's to market it as a jam. J.M. Smucker acquired gourmet preserves company Dickinson's in 1979, and by 1980, J.M. Smucker was the number one jams and jellies company in the United States, with over 25% of the market in the United States.
In 1981, Timothy Smucker was named president and the company purchased Magic Shell the following year. After purchasing the pickle companies Wooster Preserving Co. and the H.W. Madison Co. in the 1960s, the company sold its unsuccessful pickle line in the early 1980s. J.M. Smucker in 1984 continued to be traded on the NYSE, with the Smucker family retaining a 30% interest in the business. That year J.M. Smucker acquired the juices company Knudsen & Sons.
Diversification and growth (1980s–2016)
In the late 1980s, the company began expanding internationally under CEO Richard Smucker, acquiring brands in Canada, the United States, Australia, and Europe. In 1987 J.M. Smucker purchased R-Line Foods, and in 1988 the company acquired the Canadian toppings brand Shirriff which made products such as Good Morning Marmalade. J.M. Smucker's sales reached $367 million in 1989. In 1989 J.M. Smucker purchased the Australian company Henry Jones Foods, later selling it in 2004 to SPC Ardmona. By 1993, 8% of J.M. Smucker's annual sales were international.
The peanut butter company Laura Scudder's and the juice company After the Fall were purchased in 1994, and that year J.M. Smucker also changed advertising agencies from Wyse Advertising to the Leo Burnett Company. The annual Peanut Butter Festival in the town of New Bethlehem, Pennsylvania is co-sponsored by Smucker's. First held in 1996, the festival was held in New Bethlehem because the Smucker's peanut butter factory was the lead employer in the area at the time. In 1998, J.M. Smucker acquired the peanut butter company Adams, as well as the maker of the Incredible Uncrustables frozen crustless sandwich, MenUSAver. J.M. Smucker renamed the product Uncrustables. J.M. Smucker acquired Jif and Crisco in 2002.
By 2004, the company was still headquartered in Orrville, Ohio and had been family-run for four generations. Between 1998 and 2004, the company had appeared on Fortune magazine's annual listing of the 100 Best Companies to Work For in the United States each year, ranking number one in 2004. That year the company purchased International Multifoods Corporation. Among the acquired brands in the deal were Pillsbury, Hungry Jack, Pet, Bick's pickles and condiments, and Canadian flour companies Golden Temple, and Robin Hood. In 2006, White Lily Brand was acquired. In 2007, the Canadian flour company Five Roses was acquired. That same year, the company also acquired King Kelly Orange Marmalade, Eagle Family Foods, which brought in the brands Eagle Brand/Borden milk products, None Such mincemeat, and Kava coffee.
In 2008, J.M. Smucker joined the Standard & Poor's 500 Index. That May, J.M. Smucker announced it had bought the food division of Knott's Berry Farm from ConAgra Foods, while Cedar Fair continued to own the theme park itself. That year it also purchased the frozen produce company Europe's Best in Canada and the milk brand Carnation. On November 6, 2008, J.M. Smucker purchased the Folgers coffee brand division from Procter & Gamble for $3.3 billion, acquiring brands such as Millstone Coffee in the process. The Reverse Morris Trust merger doubled J.M. Smucker's size.
In 2010, J.M. Smucker acquired Rowland Coffee Roasters, makers of Latin coffee brands, followed by the North American coffee and tea operations of Sara Lee in 2011. J.M. Smucker acquired Big Heart Pet Brands in 2015 for $5.8 billion, bringing in brands such as Milk Bone, Meow Mix, Kibbles ‘n Bits and Pup-Peroni. Also that year, J.M. Smucker announced it would sell its canned milk operations in the United States to Eagle Family Foods Group LLC. In February 2015, J.M Smucker and Keurig partnered together on making K-Cup packs of Dunkin' coffee. Mark Smucker was named CEO in 2016.
Recent (2017–present)
After an antitrust lawsuit filed by the Federal Trade Commission (FTC) in early March 2018, ConAgra Brands Inc. and J. M. Smucker Co. cancelled a deal for Smucker to purchase the Wesson cooking oil brand. The FTC claimed that Smuckers would have controlled at least 70% of the market for branded canola and vegetable oils. As part of a strategy to focus on pet food, coffee, and snacking, on August 31, 2018, J.M. Smucker announced it had sold its baking business in the United States to Brynwood Partners for $375 million, including the brands Pillsbury, Martha White, Hungry Jack, White Lily, and Jim Dandy. The baking business in Canada was retained. The company acquired Ainsworth Pet Nutrition in 2018, including the brands Better Than! Treats, Dad's Pet Care, and Rachael Ray Nutrish, and in October 2018, J.M. Smucker consolidated its $580 million marketing business into Publicis Groupe.
During the COVID-19 pandemic many J.M. Smucker employees began remote work. J.M. Smucker began providing "pay and benefits to employees to avoid furloughs," creating employee hardship and sick leave programs. By August 2020, its international and away-from-home segment had seen a quarterly sales decline of 9%. The Smucker's brand had seen a 25% quarterly increase in sales, Uncrustables had seen a 35% jump, and Crisco had seen a 50% increase. In September 2020, the company announced a new logo and corporate brand identity, with aims to distinguish Smucker the company from Smucker's brand food items. J.M. Smucker Company was shortened to J.M. Smucker Co. In December 2020 J.M. Smucker sold Crisco to B&G Foods for $550 million, part of the company's ongoing plan to divest of baking products in the United States. Overall in 2020, J.M. Smucker had $7.8 billion in net sales, with free cash flow growing 26% from 2019 to $985.5 million. Its US retail consumer foods unit saw a 22% jump in annual profits, while coffee rose 11% and pet food rose 6%. After selling Natural Balance Pet Foods to Nexus Capital for $50 million in Jan. 2021, in early 2022, the company sold R.W. Knudsen and truRoots to Nexus Capital. The deal included an agreement for Nexus Capital to license Santa Cruz Organic beverages, although not the brand's food items. The deal was estimated at $110 million. In January 2024, the Knott's Berry Farm grocery brand was discontinued due to low sales.
Hostess Brands acquisition
On 11 September 2023, J.M. Smucker announced an acquisition of Hostess Brands for $5.6 billion in cash and stock. This will bring several snack brands, including Twinkies, CupCakes, DingDongs, HoHos, Fruit Pies, CoffeeCakes, MiniMuffins, and Voortman cookies, along with seven manufacturing and distribution facilities, and 3,000 employees to J.M. Smucker. The acquisition was completed in November 2023.
Current brands
J.M. Smucker's four major business units are consumer foods, pet food, snacks, and coffee. The company is particularly known as a marketer and manufacturer of products such as fruit spreads, peanut butter, ice cream toppings, sweetened condensed milk, and health and natural foods and beverages. The Smucker's flagship brand manufactures and sells its own brands of fruit preserves, jelly, peanut butter including Smucker's Goober PB&J, syrups, ice cream toppings including Smucker's Magic Shell, and the Uncrustables sealed crustless sandwich. In Canada, the Smucker's name is only used for ice cream toppings and preserves.
J.M. Smucker brands currently include:
Source: Wikipedia, CC BY-SA 4.0 · View on Wikipedia ↗
10-Year Performance Revenue, net income, margins and EPS trends
Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?
| Metric | 5Y trend | SJM | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| P/E (TTM) | 54.65Y avg ≈-45.1 | ≈-45.1 | 28.7 | Overvalued | |
| P/S (TTM) | 1.45Y avg ≈1.6 | ≈1.6 | 1.1 | Overvalued | |
| P/B (MRQ) | 2.25Y avg ≈1.9 | ≈1.9 | 2.0 | Overvalued | |
| Price / FCF (TTM) | 7.95Y avg ≈17.2 | ≈17.2 | · | · | |
| Price / Cash Flow (TTM) | 6.55Y avg ≈10.7 | ≈10.7 | 7.1 | Fair value | |
| Price / Tangible Book (MRQ) | 99.2 | · | · | · |
Peer median is calculated on a standardized basis per metric and may not always match the TTM/MRQ basis shown for this stock.
Profitability Gross, operating and net margins; ROE, ROA, ROIC
| Metric | 5Y trend | SJM | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Gross Margin (TTM) | 38.7%5Y avg ≈35.4% | ≈35.4% | 32.4% | Top tier | |
| Operating Margin (TTM) | 9.0%5Y avg ≈5.4% | ≈5.4% | 9.3% | Top tier | |
| EBITDA Margin | 4.0%5Y avg ≈5.4% | ≈5.4% | 10.4% | Top tier | |
| Pretax Margin (TTM) | 4.6%5Y avg ≈2.0% | ≈2.0% | 7.9% | Top tier | |
| Net Profit Margin (TTM) | 2.5%5Y avg ≈0.06% | ≈0.06% | 5.6% | Top tier | |
| ROA (TTM) | 1.4%5Y avg ≈0.04% | ≈0.04% | 3.5% | Weak | |
| ROE (TTM) | 3.9%5Y avg ≈-1.0% | ≈-1.0% | 7.6% | Weak | |
| ROIC | 6.4%5Y avg ≈6.8% | ≈6.8% | 7.5% | In line |
Financial Health Debt, liquidity, solvency — balance sheet strength
| Metric | 5Y trend | SJM | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Debt / Equity (MRQ) | 1.25Y avg ≈0.8 | ≈0.8 | 0.3 | High debt | |
| Current Ratio (MRQ) | 0.95Y avg ≈0.9 | ≈0.9 | 1.1 | Low liquidity | |
| Quick Ratio | 0.35Y avg ≈0.3 | ≈0.3 | 0.3 | Low liquidity | |
| Long-Term Debt / Equity (MRQ) | 1.15Y avg ≈0.9 | ≈0.9 | 0.8 | High debt |
Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR
| Metric | 5Y trend | SJM | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Revenue YoY | 3.7%5Y avg ≈2.6% | ≈2.6% | · | · | |
| Revenue CAGR 3Y | 2.0%5Y avg ≈2.2% | ≈2.2% | · | · | |
| Revenue CAGR 5Y | 2.5% | · | · | · | |
| EPS CAGR 3Y | -2.9% | · | · | · | |
| Net Income CAGR 3Y | -5.3% | · | · | · |
Capital Efficiency Asset turnover, inventory turnover, receivables turnover
| Metric | 5Y trend | SJM | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Asset Turnover | 0.55Y avg ≈0.5 | ≈0.5 | 0.7 | Weak | |
| Inventory Turnover | 5.25Y avg ≈5.1 | ≈5.1 | 6.0 | Weak | |
| Receivables Turnover | 14.25Y avg ≈13.9 | ≈13.9 | 14.7 | In line | |
| Revenue / Employee | ≈$1.1M | · | · | · |
value · ≈ 5Y avg · industry median · verdict relative to median
Dividends Yield, payout ratio, dividend history, 5Y CAGR
| Ex-date | Amount | Currency | Yield |
|---|---|---|---|
| Aug 14, 2026 | $1.12 | USD | ≈3.6% |
| May 15, 2026 | $1.10 | USD | ≈4.4% |
| Feb 13, 2026 | $1.10 | USD | ≈4.0% |
| Nov 14, 2025 | $1.10 | USD | ≈4.0% |
| Aug 15, 2025 | $1.10 | USD | ≈3.9% |
| May 16, 2025 | $1.08 | USD | ≈3.8% |
| Feb 14, 2025 | $1.08 | USD | ≈4.2% |
| Nov 15, 2024 | $1.08 | USD | ≈4.0% |
| Aug 16, 2024 | $1.08 | USD | ≈3.6% |
| May 16, 2024 | $1.06 | USD | ≈3.7% |
| Feb 15, 2024 | $1.06 | USD | ≈3.4% |
| Nov 16, 2023 | $1.06 | USD | ≈3.7% |
| Aug 17, 2023 | $1.06 | USD | ≈2.9% |
| May 11, 2023 | $1.02 | USD | ≈2.6% |
| Feb 9, 2023 | $1.02 | USD | ≈2.8% |
| Nov 9, 2022 | $1.02 | USD | ≈2.7% |
| Aug 11, 2022 | $1.02 | USD | ≈3.0% |
| May 12, 2022 | $0.99 | USD | ≈2.7% |
| Feb 10, 2022 | $0.99 | USD | ≈2.9% |
| Nov 10, 2021 | $0.99 | USD | ≈3.0% |
Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date
| Period | Report | EPS Actual | EPS Est | Surprise |
|---|---|---|---|---|
| March 31, 2027 | Aug 26, 2026 | $3.24 | $2.24 | 44.7% |
| Dec. 31, 2026 | Jun 9, 2026 | $2.77 | $2.66 | 4.0% |
| Sept. 30, 2026 | $2.40 | $2.24 | 7.2% | |
| June 30, 2026 | $2.77 | $2.66 | 4.0% | |
| March 31, 2026 | $2.38 | $2.30 | 3.6% | |
| Dec. 31, 2025 | $2.10 | $2.12 | -1.1% | |
| Sept. 30, 2025 | $1.90 | $1.95 | -2.7% | |
| June 30, 2025 | $2.31 | $2.27 | 2.0% |
Full Fundamentals All metrics by year — income statement, balance sheet, cash flow
Income Statement
| Metric | Trend | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $9.05B | $8.73B | $8.18B | $8.53B | $8.00B | $8.00B | $7.80B | $7.84B | $7.36B | $7.39B | $7.81B | $5.69B | |
| Cost of Revenue | $6.02B | $5.34B | $5.06B | $5.73B | $5.30B | $4.86B | $4.80B | $4.92B | $4.52B | $4.56B | $4.84B | $3.72B | |
| Gross Profit | $3.03B | $3.38B | $3.12B | $2.80B | $2.70B | $3.14B | $3.00B | $2.92B | $2.84B | $2.84B | $2.97B | $1.97B | |
| R&D Expense | · | · | · | · | · | · | · | · | · | $58M | $59M | $32M | |
| SG&A Expense | $1.50B | $1.53B | $1.45B | $1.46B | $1.36B | $1.52B | $1.47B | $1.51B | $1.36B | $1.38B | $1.51B | $1.03B | |
| Operating Income | $360M | $-674M | $1.31B | $158M | $1.02B | $1.39B | $1.22B | $929M | $1.04B | $1.04B | $1.15B | $772M | |
| Other Non-op | $-41M | $-14M | $-26M | $-15M | $-19M | $-38M | $-7M | $-19M | $-9M | $-1M | $4M | $4M | |
| Pretax Income | $-62M | $-1.05B | $996M | $-9M | $844M | $1.17B | $1.03B | $702M | $861M | $878M | $978M | $523M | |
| Income Tax | $76M | $184M | $252M | $82M | $212M | $296M | $247M | $187M | $-478M | $286M | $289M | $178M | |
| Net Income | $-139M | $-1.23B | $744M | $-91M | $632M | $876M | $780M | $514M | $1.34B | $592M | $689M | $345M | |
| EPS (Basic) | $-1.30 | $-11.57 | $7.14 | $-0.86 | $5.84 | $7.79 | $6.84 | $4.52 | $11.79 | $5.11 | $5.77 | $3.33 | |
| EPS (Diluted) | $-1.30 | $-11.57 | $7.13 | $-0.86 | $5.83 | $7.79 | $6.84 | $4.52 | $11.78 | $5.10 | $5.76 | $3.33 | |
| Shares (Basic) | · | · | · | · | 107,900,000 | 112,000,000 | 113,400,000 | 113,100,000 | 113,000,000 | 115,500,000 | 118,900,000 | 103,038,271 | |
| Shares (Diluted) | · | · | · | · | 108,400,000 | 112,000,000 | 113,400,000 | 113,100,000 | 113,000,000 | 115,600,000 | 119,000,000 | 103,043,554 | |
| EBITDA | $360M | $-674M | $1.31B | $158M | $1.02B | $1.39B | $1.22B | $929M | $1.04B | $1.03B | $1.15B | $772M |
Balance Sheet
| Metric | Trend | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | · | · | · | · | · | · | · | $101M | $193M | $167M | $110M | $126M | |
| Receivables | $656M | $619M | $736M | $598M | $525M | $534M | $551M | $504M | $386M | $439M | $450M | $430M | |
| Inventory | $1.13B | $1.21B | $1.04B | $1.01B | $1.09B | $960M | $895M | $910M | $854M | $906M | $899M | $1.16B | |
| Other Current Assets | $132M | $248M | $130M | $108M | $226M | $114M | $135M | $110M | $122M | $131M | $114M | $265M | |
| Current Assets | $1.97B | $2.15B | $1.97B | $2.86B | $2.01B | $1.94B | $1.97B | $1.63B | $1.55B | $1.64B | $1.57B | $1.98B | |
| PP&E (Net) | $3.03B | $3.08B | $3.07B | $2.24B | $2.13B | $2.00B | $1.97B | $1.91B | $1.73B | $1.62B | $1.63B | $1.68B | |
| PP&E (Gross) | $5.63B | $5.42B | $5.17B | $4.16B | $4.11B | $3.84B | $3.74B | $3.53B | $3.26B | $2.98B | $2.80B | $2.70B | |
| Accum. Depreciation | $2.59B | $2.34B | $2.10B | $1.92B | $1.98B | $1.84B | $1.77B | $1.62B | $1.53B | $1.36B | $1.18B | $1.02B | |
| Goodwill | $5.21B | $5.71B | $7.65B | $5.22B | $6.02B | $6.02B | $6.30B | $6.31B | $5.94B | $6.08B | $6.09B | $6.01B | |
| Intangibles | $5.68B | $6.35B | $7.26B | $4.43B | $5.65B | $6.04B | $6.43B | $6.72B | $5.92B | $6.15B | $6.49B | $6.95B | |
| Other Non-current Assets | $11.21B | $12.34B | $15.23B | $9.89B | $11.91B | $12.34B | $13.03B | $13.17B | $12.02B | $12.38B | $12.78B | $13.14B | |
| Total Assets | $16.22B | $17.56B | $20.27B | $14.99B | $16.05B | $16.28B | $16.97B | $16.71B | $15.30B | $15.64B | $15.98B | $16.81B | |
| Accounts Payable | $1.18B | $1.29B | $1.34B | $1.39B | $1.19B | $1.03B | $782M | $591M | $512M | $477M | $459M | $403M | |
| Short-term Debt | $421M | $641M | $591M | $0 | $180M | $82M | $248M | $426M | $144M | $454M | $284M | $226M | |
| Current Liabilities | $2.54B | $2.65B | $3.76B | $1.99B | $1.95B | $2.87B | $1.59B | $2.34B | $1.03B | $1.83B | $1.21B | $1.02B | |
| Capital Leases | $125M | $84M | $144M | $77M | $76M | $113M | $120M | $0 | · | · | · | · | |
| Deferred Tax | $1.46B | $1.55B | $1.74B | $1.14B | $1.33B | $1.35B | $1.35B | $1.40B | $1.38B | $2.17B | $2.23B | $2.40B | |
| Other Non-current Liabilities | $160M | $60M | $66M | $72M | $80M | $97M | $98M | $110M | $105M | $88M | $88M | $91M | |
| Total Liabilities | $10.68B | $11.48B | $12.58B | $7.70B | $7.91B | $8.16B | $8.78B | $8.74B | $7.41B | $8.79B | $8.98B | $9.72B | |
| Long-term Debt | $6.54B | $7.04B | $7.77B | $4.31B | $4.31B | $4.67B | $5.37B | $5.48B | $4.69B | $4.94B | $5.15B | $5.94B | |
| Total Debt | $6.96B | $7.68B | $8.36B | $0 | $4.49B | $4.75B | $5.62B | $5.91B | $4.83B | $5.40B | $5.43B | $6.17B | |
| Retained Earnings | $-101M | $502M | $2.19B | $2.13B | $2.89B | $2.85B | $2.75B | $2.37B | $2.24B | $1.24B | $1.27B | $1.16B | |
| AOCI | $-134M | $-184M | $-235M | $-239M | $-237M | $-277M | $-379M | $-182M | $-117M | $-143M | $-148M | $-110M | |
| Stockholders' Equity | $5.54B | $6.08B | $7.69B | $7.29B | $8.14B | $8.12B | $8.19B | $7.97B | $7.89B | $6.85B | $7.01B | $7.09B | |
| Liabilities + Equity | $16.22B | $17.56B | $20.27B | $14.99B | $16.05B | $16.28B | $16.97B | $16.71B | $15.30B | $15.64B | $15.98B | $16.81B | |
| Shares Outstanding | 106,700,000 | 106,425,081 | 106,194,281 | 104,398,618 | 106,458,317 | 108,339,057 | 114,072,726 | 113,742,296 | 113,572,840 | 113,439,553 | 116,306,894 | 119,577,333 |
Cash Flow
| Metric | Trend | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Stock-based Comp | $24M | $30M | $24M | $26M | $22M | $29M | $27M | $21M | $15M | $22M | $35M | $24M | |
| Deferred Tax | $-103M | $-108M | $-40M | $-191M | $-38M | $-14M | $8M | $-94M | $-803M | $-79M | $-95M | $8M | |
| Amort. of Intangibles | $211M | $219M | $191M | $207M | $224M | $233M | $236M | $240M | $207M | $207M | $208M | $110M | |
| Restructuring | $21M | $36M | $130M | $5M | $8M | $21M | $16M | $64M | $45M | · | $0 | $15M | |
| Operating Cash Flow | $1.47B | $1.21B | $1.23B | $1.19B | $1.14B | $1.56B | $1.25B | $1.14B | $1.22B | $1.06B | $1.46B | $739M | |
| CapEx | $317M | $394M | $586M | $477M | $418M | $307M | $269M | $360M | $322M | $192M | $201M | $248M | |
| Investing Cash Flow | $-259M | $-100M | $-3.96B | $256M | $-356M | $311M | $-272M | $-1.92B | $-278M | · | · | · | |
| Debt Issued | $0 | $650M | $4.29B | $0 | $798M | $0 | $798M | $1.50B | $800M | $0 | $0 | $5.38B | |
| Net Debt Issued | $-500M | $-650M | $2.49B | $0 | $-359M | $-700M | $-102M | $800M | $-251M | $-200M | $-800M | $1.19B | |
| Stock Repurchased | $6M | $3M | $373M | $368M | $270M | $678M | $4M | $5M | $7M | $438M | $441M | $24M | |
| Net Stock Activity | $-6M | $-3M | $-373M | $-368M | $-270M | $-678M | $-4M | $-5M | $-7M | $-438M | $-441M | $-24M | |
| Dividends Paid | $465M | $455M | $438M | $430M | $418M | $403M | $397M | $378M | $350M | $339M | $317M | $254M | |
| Financing Cash Flow | $-1.23B | $-1.10B | $2.14B | $-965M | $-944M | $-1.94B | $-689M | $699M | $-922M | · | · | · | |
| Net Change in Cash | $-11M | $8M | $-594M | $486M | $-164M | $-57M | $290M | $-91M | $26M | $57M | $-16M | $-28M | |
| Taxes Paid | $42M | $332M | $316M | $255M | $233M | $333M | $227M | $251M | $337M | $367M | $290M | $199M | |
| Free Cash Flow | $1.16B | $817M | $643M | $717M | $719M | $1.26B | $986M | $781M | $896M | $867M | $1.26B | $486M |
Profitability
| Metric | Trend | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 33.5% | 38.8% | 38.1% | 32.9% | 33.8% | 39.2% | 38.5% | 37.2% | 38.6% | 38.4% | 38.0% | 34.6% | |
| Operating Margin | 4.0% | -7.7% | 16.0% | 1.8% | 12.8% | 17.3% | 15.7% | 11.8% | 14.1% | 14.0% | 14.7% | 13.6% | |
| Net Margin | -1.5% | -14.1% | 9.1% | -1.1% | 7.9% | 10.9% | 10.0% | 6.6% | 18.2% | 8.0% | 8.8% | 6.1% | |
| Pretax Margin | -0.69% | -12.0% | 12.2% | -0.11% | 10.5% | 14.6% | 13.2% | 8.9% | 11.7% | 11.9% | 12.5% | 9.2% | |
| EBITDA Margin | 4.0% | -7.7% | 16.0% | 1.8% | 12.8% | 17.3% | 15.7% | 11.8% | 14.1% | 14.0% | 14.7% | 13.6% | |
| ROA | -0.82% | -6.5% | 4.2% | -0.59% | 3.9% | 5.3% | 4.6% | 3.2% | 8.6% | 3.8% | 4.2% | 2.7% | |
| ROE | -2.4% | -18.9% | 9.8% | -1.2% | 7.7% | 10.7% | 9.5% | 6.4% | 18.2% | 8.6% | 9.8% | 5.7% | |
| ROIC | 6.4% | -5.8% | 6.1% | 21.4% | 6.1% | 8.1% | 6.7% | 4.9% | 12.7% | 5.7% | 6.5% | 3.8% |
Liquidity & Solvency
| Metric | Trend | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 0.8 | 0.8 | 0.5 | 1.4 | 1.0 | 0.7 | 1.2 | 0.7 | 1.5 | 0.9 | 1.3 | 2.0 | |
| Quick Ratio | 0.3 | 0.2 | 0.2 | 0.3 | 0.3 | 0.2 | 0.3 | 0.3 | 0.6 | 0.3 | 0.5 | 0.5 | |
| Debt / Equity | 1.3 | 1.3 | 1.1 | 0.0 | 0.6 | 0.6 | 0.7 | 0.7 | 0.6 | 0.8 | 0.8 | 0.9 | |
| LT Debt / Equity | 1.2 | 1.2 | 0.9 | · | 0.5 | 0.4 | 0.7 | 0.6 | 0.6 | 0.6 | 0.7 | 0.8 |
Efficiency
| Metric | Trend | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.5 | 0.5 | 0.5 | 0.5 | 0.5 | 0.5 | 0.5 | 0.5 | 0.5 | 0.5 | 0.5 | 0.4 | |
| Inventory Turnover | 5.2 | 4.8 | 4.9 | 5.5 | 5.2 | 5.2 | 5.3 | 5.6 | 5.1 | 5.0 | 4.7 | 3.6 | |
| Receivables Turnover | 14.2 | 12.9 | 12.3 | 15.2 | 15.1 | 14.8 | 14.8 | 17.6 | 17.9 | 16.6 | 17.7 | 15.4 |
Per Share
| Metric | Trend | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $51.98 | $57.15 | $72.45 | $69.84 | $76.46 | $74.99 | $71.80 | $70.08 | $69.48 | $60.39 | $60.26 | $59.27 | |
| Revenue / Share | · | · | · | · | $73.79 | $71.45 | $68.79 | $69.30 | $65.11 | $63.96 | $65.66 | · | |
| Cash Flow / Share | · | · | · | · | $10.48 | $13.97 | $11.07 | $10.09 | $10.78 | $9.16 | $12.26 | · | |
| Cash / Share | · | · | · | · | · | · | · | $0.89 | $1.70 | $1.47 | $0.94 | $1.05 | |
| Dividend / Share | $4.40 | $4.32 | $4.24 | $4.08 | $3.96 | $3.60 | $3.52 | $3.40 | $3.12 | $3.00 | $2.68 | $2.56 | |
| EPS (TTM) | $-1.30 | $-11.57 | $7.13 | $-0.86 | $5.83 | $7.79 | $6.84 | $4.52 | $11.78 | $5.10 | $5.76 | $3.33 |
Growth Rates
| Metric | Trend | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 3.7% | 6.7% | -4.1% | 6.6% | -0.05% | 2.6% | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 2.0% | 2.9% | 0.73% | 3.0% | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 2.5% | 2.3% | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | · | · | · | · | -25.2% | 13.9% | · | · | · | · | · | · | |
| EPS CAGR 3Y | · | · | -2.9% | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | · | · | · | · | -27.9% | 12.4% | · | · | · | · | · | · | |
| Net Income CAGR 3Y | · | · | -5.3% | · | · | · | · | · | · | · | · | · | |
| Dividends Paid CAGR 5Y | 2.9% | 2.8% | · | · | · | · | · | · | · | · | · | · |
Valuation (TTM)
| Metric | Trend | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $9.05B | $8.73B | $8.18B | $8.53B | $8.00B | $8.00B | $7.80B | $7.84B | $7.36B | $7.39B | $7.81B | $5.69B | |
| Net Income TTM | $-139M | $-1.23B | $744M | $-91M | $632M | $876M | $780M | $514M | $1.34B | $592M | $689M | $345M | |
| Market Cap | $10.46B | $12.37B | $12.20B | $16.12B | $14.58B | $14.19B | $13.11B | $13.95B | $12.96B | $14.38B | $14.77B | $13.86B | |
| Enterprise Value | · | · | · | · | · | · | · | $19.76B | $17.60B | $19.61B | $20.09B | $19.91B | |
| P/E | -75.4 | -10.0 | 16.1 | -179.5 | 23.5 | 16.8 | 16.8 | 27.1 | 9.7 | 24.8 | 22.0 | 34.8 | |
| P/S | 1.2 | 1.4 | 1.5 | 1.9 | 1.8 | 1.8 | 1.7 | 1.8 | 1.8 | 1.9 | 1.9 | 2.4 | |
| P/B | 1.9 | 2.0 | 1.6 | 2.2 | 1.8 | 1.7 | 1.6 | 1.8 | 1.6 | 2.1 | 2.1 | 2.0 | |
| P / Cash Flow | 7.1 | 10.2 | 9.9 | 13.5 | 12.8 | 9.1 | 10.4 | 12.2 | 10.6 | 13.6 | 10.1 | 18.9 | |
| P / FCF | 9.0 | 15.2 | 19.0 | 22.5 | 20.3 | 11.3 | 13.3 | 17.9 | 14.5 | 16.6 | 11.8 | 28.6 | |
| EV / EBITDA | · | · | · | · | · | · | · | 21.3 | 17.0 | 19.0 | 17.5 | 25.8 | |
| EV / FCF | · | · | · | · | · | · | · | 25.3 | 19.6 | 22.6 | 16.0 | 41.0 | |
| EV / Revenue | · | · | · | · | · | · | · | 2.5 | 2.4 | 2.7 | 2.6 | 3.5 | |
| Dividend Yield | 4.4% | 3.7% | 3.6% | 2.7% | 2.9% | 2.8% | 3.0% | 2.7% | 2.7% | 2.4% | 2.1% | 1.8% | |
| Earnings Yield | -1.3% | -10.0% | 6.2% | -0.56% | 4.3% | 5.9% | 5.9% | 3.7% | 10.3% | 4.0% | 4.5% | 2.9% | |
| Payout Ratio | -335.0% | -37.0% | 58.8% | -471.2% | 66.2% | 46.0% | 50.9% | 73.5% | 26.2% | 57.3% | 46.0% | 73.6% | |
| Annual Payout | $465M | $455M | $438M | $430M | $418M | $403M | $397M | $378M | $350M | $339M | $317M | $254M |
Income Statement
| Metric | Trend | Q1 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $2.22B | $2.27B | $2.34B | $2.33B | $2.11B | $2.14B | $2.19B | $2.27B | $2.13B | $2.21B | $2.23B | $1.94B | $1.81B | $2.23B | $2.22B | $2.21B | |
| Cost of Revenue | $1.24B | $1.41B | $1.51B | $1.46B | $1.64B | $1.32B | $1.31B | $1.39B | $1.33B | $1.29B | $1.41B | $1.21B | $1.15B | $1.44B | $1.46B | $1.50B | |
| Gross Profit | $980M | $862M | $828M | $870M | $475M | $823M | $878M | $886M | $797M | $913M | $823M | $724M | $655M | $792M | $756M | $701M | |
| SG&A Expense | $410M | $358M | $363M | $398M | $377M | $381M | $368M | $391M | $390M | $425M | $374M | $334M | $314M | $376M | $381M | $354M | |
| Operating Income | $512M | $444M | $-548M | $418M | $46M | $-599M | $-594M | $170M | $350M | $406M | $297M | $299M | $304M | $-634M | $318M | $293M | |
| Other Non-op | $-1M | $-29M | $-9M | $-2M | $-2M | $-4M | $-3M | $-4M | $-3M | $4M | $-2M | $5M | $-33M | $-10M | $-5M | $-800.0K | |
| Pretax Income | $428M | $328M | $-652M | $318M | $-56M | $-697M | $-662M | $67M | $246M | $313M | $196M | $249M | $238M | $-679M | $275M | $253M | |
| Income Tax | $104M | $-60M | $72M | $77M | $-13M | $32M | $-200.0K | $91M | $61M | $68M | $75M | $54M | $55M | $-78M | $67M | $62M | |
| Net Income | $324M | $388M | $-724M | $241M | $-44M | $-729M | $-662M | $-24M | $185M | $245M | $120M | $195M | $184M | $-601M | $208M | $191M | |
| EPS (Basic) | $3.04 | $3.64 | $-6.79 | $2.26 | $-0.41 | $-6.86 | $-6.22 | $-0.23 | $1.74 | $2.30 | $1.14 | $1.91 | $1.79 | $-5.64 | $1.96 | $1.79 | |
| EPS (Diluted) | $3.03 | $3.64 | $-6.79 | $2.26 | $-0.41 | $-6.86 | $-6.22 | $-0.23 | $1.74 | $2.31 | $1.13 | $1.90 | $1.79 | $-5.63 | $1.95 | $1.79 | |
| Shares (Basic) | · | · | · | · | · | · | · | · | · | · | · | · | · | · | 106,500,000 | 106,500,000 | |
| Shares (Diluted) | · | · | · | · | · | · | · | · | · | · | · | · | · | · | 107,000,000 | 106,900,000 | |
| EBITDA | $512M | · | $-548M | $418M | $46M | · | $-594M | $170M | $350M | · | $297M | $299M | $304M | · | $318M | $293M |
Balance Sheet
| Metric | Trend | Q1 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Receivables | $616M | $656M | $646M | $675M | $643M | $619M | $654M | $805M | $735M | $736M | $790M | $588M | $592M | · | $534M | $610M | |
| Inventory | $1.19B | $1.13B | $1.17B | $1.35B | $1.39B | $1.21B | $1.09B | $1.08B | $1.14B | $1.04B | $988M | $1.08B | $1.09B | · | $1.24B | $1.36B | |
| Other Current Assets | $146M | $132M | $119M | $233M | $333M | $248M | $188M | $117M | $169M | $130M | $111M | $135M | $110M | · | $148M | $256M | |
| Current Assets | $1.99B | $1.97B | $1.99B | $2.33B | $2.40B | $2.15B | $1.98B | $2.06B | $2.08B | $1.97B | $1.92B | $5.86B | $2.50B | · | $2.03B | $2.25B | |
| PP&E (Net) | $3.02B | $3.03B | $3.00B | $3.02B | $3.05B | $3.08B | $3.05B | $3.09B | $3.10B | $3.07B | $3.00B | $2.39B | $2.29B | · | $2.27B | $2.20B | |
| PP&E (Gross) | $5.67B | $5.63B | $5.59B | $5.53B | $5.46B | $5.42B | $5.34B | $5.31B | $5.27B | $5.17B | $5.04B | $4.38B | $4.24B | · | $4.30B | $4.22B | |
| Accum. Depreciation | $2.66B | $2.59B | $2.59B | $2.50B | $2.41B | $2.34B | $2.28B | $2.23B | $2.17B | $2.10B | $2.04B | $1.99B | $1.95B | · | $2.03B | $2.02B | |
| Goodwill | $5.20B | $5.21B | $5.20B | $5.71B | $5.71B | $5.71B | $6.57B | $7.40B | $7.65B | $7.65B | $7.67B | $5.21B | $5.22B | $5.22B | $6.01B | $6.01B | |
| Intangibles | $5.62B | $5.68B | $5.74B | $6.25B | $6.30B | $6.35B | $6.51B | $6.78B | $7.20B | $7.26B | $7.31B | $4.35B | $4.39B | · | $5.48B | $5.54B | |
| Other Non-current Assets | $11.20B | $11.21B | $11.27B | $12.28B | $12.29B | $12.34B | $13.40B | $14.88B | $15.17B | $15.23B | $15.32B | $9.87B | $9.93B | · | $11.72B | $11.77B | |
| Total Assets | $16.20B | $16.22B | $16.27B | $17.63B | $17.74B | $17.56B | $18.43B | $20.02B | $20.35B | $20.27B | $20.25B | $18.12B | $14.71B | $14.99B | $16.02B | $16.22B | |
| Accounts Payable | $1.21B | $1.18B | $1.13B | $1.11B | $1.23B | $1.29B | $1.13B | $1.23B | $1.24B | $1.34B | $1.25B | $1.25B | $1.30B | · | $1.23B | $1.26B | |
| Short-term Debt | $194M | $421M | $487M | $748M | $952M | $641M | $462M | $488M | $697M | $591M | $418M | · | · | · | $0 | $302M | |
| Current Liabilities | $2.29B | $2.54B | $2.36B | $2.63B | $2.95B | $2.65B | $3.29B | $3.56B | $3.76B | $3.76B | $2.47B | $1.83B | $1.95B | · | $1.74B | $2.06B | |
| Capital Leases | $159M | $125M | $126M | $126M | $91M | $84M | $90M | $118M | $134M | $144M | $151M | $133M | $141M | · | $56M | $59M | |
| Deferred Tax | $1.46B | $1.46B | $1.54B | $1.61B | $1.57B | $1.55B | $1.59B | $1.66B | $1.74B | $1.74B | $1.77B | $1.12B | $1.13B | · | $1.32B | $1.33B | |
| Other Non-current Liabilities | $150M | $65M | $164M | $162M | $160M | $60M | $161M | $159M | $165M | $66M | $178M | $172M | $174M | · | $249M | $244M | |
| Total Liabilities | $10.45B | $10.68B | $11.03B | $11.57B | $11.82B | $11.48B | $11.52B | $12.39B | $12.58B | $12.58B | $12.69B | $11.03B | $7.71B | · | $7.68B | $8.00B | |
| Long-term Debt | $6.54B | $6.54B | $6.84B | $7.04B | $7.04B | $7.04B | $7.39B | $7.78B | $7.77B | $7.77B | $8.12B | $7.77B | $4.32B | · | $4.31B | $4.31B | |
| Total Debt | $6.74B | · | $7.33B | $7.79B | $7.99B | · | $7.85B | $8.26B | $8.47B | · | $8.54B | $7.77B | $4.32B | · | $4.31B | $4.61B | |
| Retained Earnings | $104M | $-101M | $-373M | $468M | $344M | $502M | $1.35B | $2.12B | $2.26B | $2.19B | $2.06B | $2.05B | $1.96B | · | $3.08B | $2.98B | |
| AOCI | $-139M | $-134M | $-168M | $-183M | $-182M | $-184M | $-197M | $-239M | $-232M | $-235M | $-227M | $-240M | $-229M | · | $-237M | $-247M | |
| Stockholders' Equity | $5.75B | $5.54B | $5.24B | $6.06B | $5.93B | $6.08B | $6.91B | $7.63B | $7.77B | $7.69B | $7.56B | $7.09B | $7.00B | $7.29B | $8.34B | $8.22B | |
| Liabilities + Equity | $16.20B | $16.22B | $16.27B | $17.63B | $17.74B | $17.56B | $18.43B | $20.02B | $20.35B | $20.27B | $20.25B | $18.12B | $14.71B | · | $16.02B | $16.22B | |
| Shares Outstanding | 106,800,000 | 106,661,858 | 106,700,000 | 106,700,000 | 106,700,000 | 106,425,081 | 106,400,000 | 106,400,000 | 106,400,000 | 106,194,281 | 106,200,000 | 102,200,000 | 102,100,000 | 104,398,618 | 106,600,000 | 106,600,000 |
Cash Flow
| Metric | Trend | Q1 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Stock-based Comp | $12M | $3M | $2M | $9M | $9M | $5M | $9M | $7M | $9M | $8M | $2M | $9M | $5M | $14M | $6M | $-3M | |
| Deferred Tax | $-400.0K | $-92M | $-76M | $40M | $24M | $-45M | $-87M | $21M | $3M | $-18M | $-6M | $-7M | $-9M | $-191M | $0 | $0 | |
| Amort. of Intangibles | $58M | $60M | $50M | $50M | $50M | $54M | $54M | $56M | $56M | $56M | $56M | $40M | $40M | $40M | $56M | $56M | |
| Restructuring | $600.0K | $4M | $5M | $6M | $6M | $8M | $10M | $11M | $7M | $24M | $99M | $7M | $0 | $2M | $600.0K | $700.0K | |
| Operating Cash Flow | $426M | $579M | $558M | $346M | $-11M | $394M | $239M | $404M | $173M | $428M | $406M | $177M | $218M | $444M | $585M | $205M | |
| CapEx | $88M | $95M | $72M | $66M | $84M | $95M | $88M | $87M | $124M | $131M | $157M | $149M | $150M | $145M | $142M | $102M | |
| Investing Cash Flow | $-86M | $-85M | $16M | $8M | $-198M | $-82M | $207M | $-53M | $-172M | $-103M | $-3.57B | $-142M | $-152M | $563M | $-98M | $-138M | |
| Debt Issued | · | · | · | · | · | $650M | $0 | · | · | $0 | $800M | · | · | $0 | $0 | · | |
| Stock Repurchased | $6M | $400.0K | $200.0K | $400.0K | $5M | $200.0K | $400.0K | $100.0K | $3M | $300.0K | $100.0K | $400.0K | $372M | $360M | $100.0K | $100.0K | |
| Net Stock Activity | $-6M | · | · | · | $-5M | · | · | · | $-3M | · | · | · | $-372M | · | · | · | |
| Dividends Paid | $117M | $117M | $117M | $117M | $114M | $114M | $114M | $114M | $112M | $112M | $112M | $108M | $105M | $108M | $108M | $108M | |
| Financing Cash Flow | $-354M | $-489M | $-586M | $-330M | $178M | $-292M | $-447M | $-341M | $-23M | $-298M | $-428M | $3.35B | $-481M | $-455M | $-411M | $-191M | |
| Net Change in Cash | $-15M | $6M | $-10M | $24M | $-31M | $23M | $-2M | $10M | $-22M | $26M | $-3.59B | $3.38B | $-415M | $552M | $77M | $-124M | |
| Free Cash Flow | $337M | · | · | · | $-95M | · | · | · | $49M | · | · | · | $68M | · | · | · |
Profitability
| Metric | Trend | Q1 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 44.1% | · | 35.4% | 37.3% | 22.5% | · | 40.2% | 39.0% | 37.5% | · | 36.9% | 37.4% | 36.3% | · | 34.1% | 31.8% | |
| Operating Margin | 23.1% | · | -23.4% | 18.0% | 2.2% | · | -27.2% | 7.5% | 16.4% | · | 13.3% | 15.4% | 16.8% | · | 14.3% | 13.3% | |
| Net Margin | 14.6% | · | -31.0% | 10.4% | -2.1% | · | -30.3% | -1.1% | 8.7% | · | 5.4% | 10.1% | 10.2% | · | 9.4% | 8.7% | |
| Pretax Margin | 19.3% | · | -27.9% | 13.7% | -2.7% | · | -30.3% | 2.9% | 11.6% | · | 8.8% | 12.9% | 13.2% | · | 12.4% | 11.5% | |
| EBITDA Margin | 23.1% | · | -23.4% | 18.0% | 2.2% | · | -27.2% | 7.5% | 16.4% | · | 13.3% | 15.4% | 16.8% | · | 14.3% | 13.3% | |
| ROA | 1.9% | · | -4.2% | 1.3% | -0.23% | · | -3.4% | -0.13% | 1.1% | · | 0.66% | 1.1% | 1.2% | · | 1.3% | 1.2% | |
| ROE | 5.5% | · | -11.9% | 3.5% | -0.64% | · | -9.2% | -0.33% | 2.5% | · | 1.5% | 2.5% | 2.4% | · | 2.5% | 2.3% | |
| ROIC | 3.1% | · | -4.9% | 2.3% | 0.25% | · | -4.0% | -0.39% | 1.6% | · | 1.1% | 1.6% | 2.1% | · | 1.9% | 1.7% |
Liquidity & Solvency
| Metric | Trend | Q1 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 0.9 | · | 0.8 | 0.9 | 0.8 | · | 0.6 | 0.6 | 0.6 | · | 0.8 | 3.2 | 1.3 | · | 1.2 | 1.1 | |
| Quick Ratio | 0.3 | · | 0.3 | 0.3 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.3 | 0.3 | 0.3 | · | 0.3 | 0.3 | |
| Debt / Equity | 1.2 | · | 1.4 | 1.3 | 1.3 | · | 1.1 | 1.1 | 1.1 | · | 1.1 | 1.1 | 0.6 | · | 0.5 | 0.6 | |
| LT Debt / Equity | 1.1 | · | 1.3 | 1.2 | 1.2 | · | 0.9 | 0.9 | 0.9 | · | 1.1 | 1.1 | 0.6 | · | 0.5 | 0.5 |
Efficiency
| Metric | Trend | Q1 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | |
| Inventory Turnover | 1.0 | · | 1.3 | 1.2 | 1.3 | · | 1.3 | 1.3 | 1.2 | · | 1.3 | 1.0 | 1.0 | · | 1.3 | 1.2 | |
| Receivables Turnover | 3.5 | · | 3.6 | 3.1 | 3.1 | · | 3.0 | 3.3 | 3.2 | · | 3.4 | 3.2 | 3.0 | · | 4.0 | 3.5 |
Per Share
| Metric | Trend | Q1 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $53.85 | · | $49.07 | $56.80 | $55.54 | · | $64.92 | $71.74 | $73.02 | · | $71.19 | $69.36 | $68.59 | · | $78.19 | $77.09 | |
| Revenue / Share | · | · | · | · | · | · | · | · | · | · | · | · | · | · | $20.71 | $20.63 | |
| Dividend / Share | $1.12 | $1.10 | $1.10 | $1.10 | $1.10 | $1.08 | $1.08 | $1.08 | $1.08 | $1.06 | $1.06 | $1.06 | $1.06 | $1.02 | $1.02 | $1.02 | |
| EPS (TTM) | $2.14 | · | $-11.80 | $-11.23 | $-13.72 | · | $-2.40 | $4.95 | $7.08 | · | $-0.81 | $0.01 | $-0.10 | · | $6.64 | $5.33 |
Valuation (TTM)
| Metric | Trend | Q1 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $9.16B | · | $8.93B | $8.77B | $8.71B | · | $8.79B | $8.83B | $8.50B | · | $8.21B | $8.19B | $8.46B | · | $8.33B | $8.17B | |
| Net Income TTM | $230M | · | $-1.26B | $-1.19B | $-1.46B | · | $-257M | $526M | $745M | · | $-102M | $-14M | $-18M | · | $712M | $573M | |
| Market Cap | $12.74B | · | $11.19B | $11.05B | $11.45B | · | $11.37B | $12.08B | $12.55B | · | $13.97B | $11.63B | $15.38B | · | $16.29B | $16.06B | |
| P/E | 55.7 | · | -8.9 | -9.2 | -7.8 | · | -44.5 | 22.9 | 16.7 | · | -162.4 | 11384.0 | -1506.5 | · | 23.0 | 28.3 | |
| P/S | 1.4 | · | 1.3 | 1.3 | 1.3 | · | 1.3 | 1.4 | 1.5 | · | 1.7 | 1.4 | 1.8 | · | 2.0 | 2.0 | |
| P/B | 2.2 | · | 2.1 | 1.8 | 1.9 | · | 1.6 | 1.6 | 1.6 | · | 1.8 | 1.6 | 2.2 | · | 2.0 | 2.0 | |
| P / Cash Flow | 29.9 | · | · | · | -1080.5 | · | · | · | 72.6 | · | · | · | 70.6 | · | · | · | |
| Dividend Yield | 3.7% | · | 4.1% | 4.2% | 4.0% | · | 4.0% | 3.7% | 3.5% | · | 3.1% | 3.7% | 2.8% | · | 2.6% | 2.7% | |
| Earnings Yield | 1.8% | · | -11.2% | -10.8% | -12.8% | · | -2.2% | 4.4% | 6.0% | · | -0.62% | 0.01% | -0.07% | · | 4.3% | 3.5% | |
| Payout Ratio | 36.0% | · | · | · | -260.6% | · | · | · | 60.6% | · | · | · | 57.3% | · | · | · | |
| Annual Payout | $467M | · | $462M | $460M | $458M | · | $453M | $451M | $444M | · | $434M | $430M | $430M | · | $429M | $428M |
Most recent period on the left · null values shown as ·
Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years
| Metric | 2026-04-30 | 2025-04-30 | 2024-04-30 | 2023-04-30 | 2022-04-30 |
|---|---|---|---|---|---|
| Revenue | $9.05B | $8.73B | $8.18B | $8.53B | $8.00B |
| Gross Margin % | 33.5% | 38.8% | 38.1% | 32.9% | 33.8% |
| Operating Margin % | 4.0% | -7.7% | 16.0% | 1.8% | 12.8% |
| Net Income | $-139M | $-1.23B | $744M | $-91M | $632M |
| Diluted EPS | $-1.30 | $-11.57 | $7.13 | $-0.86 | $5.83 |
| Metric | 2026-04-30 | 2025-04-30 | 2024-04-30 | 2023-04-30 | 2022-04-30 |
|---|---|---|---|---|---|
| Debt / Equity | 1.3 | 1.3 | 1.1 | 0.0 | 0.6 |
| Current Ratio | 0.8 | 0.8 | 0.5 | 1.4 | 1.0 |
| Quick Ratio | 0.3 | 0.2 | 0.2 | 0.3 | 0.3 |
| Metric | 2026-04-30 | 2025-04-30 | 2024-04-30 | 2023-04-30 | 2022-04-30 |
|---|---|---|---|---|---|
| Free Cash Flow | $1.16B | $817M | $643M | $717M | $719M |
Institutional owners (13F) 958 filers · $11.9B total · As of Sept. 30, 2026
Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.
| New positions | Exited positions | Increased | Decreased | Net shares change |
|---|---|---|---|---|
| 149 (+12 vs prior Q) | 68 (-31 vs prior Q) | 355 (+63 vs prior Q) | 259 (-14 vs prior Q) | +60K |
Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.
| Institution | Value | Shares | % of tracked 13F | Type |
|---|---|---|---|---|
| VANGUARD GROUP INC | $1,218,592,293 | 12,458,770 | 10.27% | Shares |
| BlackRock, Inc. | $831,367,797 | 7,389,936 | 7.01% | Shares |
| VANGUARD CAPITAL MANAGEMENT LLC | $764,404,088 | 6,794,703 | 6.44% | Shares |
| STATE STREET CORP | $739,485,788 | 6,573,207 | 6.23% | Shares |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $554,986,013 | 4,933,209 | 4.68% | Shares |
| DIMENSIONAL FUND ADVISORS LP | $516,564,400 | 4,591,379 | 4.35% | Shares |
| GEODE CAPITAL MANAGEMENT, LLC | $326,667,223 | 2,908,832 | 2.75% | Shares |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $314,315,550 | 2,793,916 | 2.65% | Shares |
| CITADEL ADVISORS LLC | $302,724,113 | 2,690,881 | 2.55% | Shares |
| Invesco Ltd. | $264,927,940 | 2,354,915 | 2.23% | Shares |
| GOLDMAN SACHS GROUP INC | $244,649,299 | 2,174,660 | 2.06% | Shares |
| FMR LLC | $216,240,365 | 1,922,137 | 1.82% | Shares |
| MORGAN STANLEY | $211,533,079 | 1,880,292 | 1.78% | Shares |
| AQR CAPITAL MANAGEMENT LLC | $208,097,540 | 1,849,756 | 1.75% | Shares |
| ARIEL INVESTMENTS, LLC | $202,372,988 | 1,798,871 | 1.71% | Shares |
| ProShare Advisors LLC | $191,139,190 | 1,699,015 | 1.61% | Shares |
| RWC Asset Management LLP | $174,972,488 | 1,555,311 | 1.48% | Shares |
| NORGES BANK | $169,971,863 | 1,510,861 | 1.43% | Shares |
| Qube Research & Technologies Ltd | $144,127,238 | 1,281,131 | 1.22% | Shares |
| Balyasny Asset Management L.P. | $127,943,325 | 1,137,274 | 1.08% | Shares |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $124,843,613 | 1,109,721 | 1.05% | Shares |
| DEUTSCHE BANK AG\ | $115,174,352 | 1,023,772 | 0.97% | Shares |
| TWO SIGMA INVESTMENTS, LP | $108,085,838 | 960,763 | 0.91% | Shares |
| JANE STREET GROUP, LLC | $107,177,625 | 952,690 | 0.90% | Shares |
| Bank of New York Mellon Corp | $103,113,311 | 916,563 | 0.87% | Shares |
| NORTHERN TRUST CORP | $102,856,727 | 914,282 | 0.87% | Shares |
| BANK OF AMERICA CORP /DE/ | $101,161,517 | 899,213 | 0.85% | Shares |
| TWO SIGMA ADVISERS, LP | $87,568,511 | 895,292 | 0.74% | Shares |
| STALEY CAPITAL ADVISERS INC | $84,674,025 | 752,658 | 0.71% | Shares |
| Amundi | $83,124,129 | 738,879 | 0.70% | Shares |
| Point72 Asset Management, L.P. | $77,595,863 | 689,741 | 0.65% | Shares |
| FIRST TRUST ADVISORS LP | $73,729,169 | 655,371 | 0.62% | Shares |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $69,906,662 | 612,070 | 0.59% | Shares |
| VANGUARD FIDUCIARY TRUST CO | $66,914,325 | 594,794 | 0.56% | Shares |
| UBS Group AG | $66,082,839 | 587,403 | 0.56% | Shares |
| NewEdge Advisors, LLC | $63,460,739 | 564,096 | 0.54% | Shares |
| WELLS FARGO & COMPANY/MN | $63,170,431 | 561,515 | 0.53% | Shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $59,523,750 | 529,100 | 0.50% | Call option |
| Stonegate Investment Group, LLC | $57,535,348 | 529,791 | 0.49% | Shares |
| Vest Financial, LLC | $57,058,988 | 507,191 | 0.48% | Shares |
| JANE STREET GROUP, LLC | $55,496,250 | 493,300 | 0.47% | Call option |
| ROYAL BANK OF CANADA | $50,691,000 | 450,592 | 0.43% | Shares |
| Advisors Capital Management, LLC | $50,374,315 | 447,771 | 0.42% | Shares |
| PRUDENTIAL FINANCIAL INC | $44,821,013 | 398,409 | 0.38% | Shares |
| NOMURA ASSET MANAGEMENT CO LTD | $44,100,563 | 392,005 | 0.37% | Shares |
| RAYMOND JAMES FINANCIAL INC | $44,060,473 | 391,649 | 0.37% | Shares |
| JPMORGAN CHASE & CO | $38,931,516 | 331,045 | 0.33% | Shares |
| BARCLAYS PLC | $38,846,142 | 345,299 | 0.33% | Shares |
| MAI Capital Management | $35,080,040 | 311,823 | 0.30% | Shares |
| Douglas Lane & Associates, LLC | $31,446,956 | 279,529 | 0.27% | Shares |
Activists & 5%+ owners 9 positions
Investors who filed SEC Schedule 13D — beneficial ownership above 5% with an intent to influence the issuer (activist stakes, board campaigns, M&A). Each row shows the most recent known state of that filer's position.
| Filer | Filed | Stake | Status | Purpose | Filing |
|---|---|---|---|---|---|
| KKR 2006 Fund L.P., KKR Associates 2006 L.P., KKR 2006 GP LLC, KKR Fund Holdings L.P., KKR Fund Holdings GP Limited, KKR Group Holdings L.P., KKR Group Limited, KKR & Co. L.P., KKR Management LLC, Henry R. Kravis, George R. Roberts ×3 filings | Sept. 25, 2015 | · | Initial filing | Capital structure | SEC |
| Vestar/Blue Investments I L.P., Vestar Associates V, L.P., Vestar Managers V Ltd., Daniel S. O’Connell ×3 filings | Sept. 25, 2015 | · | Initial filing | Capital structure | SEC |
| Blue Holdings I, L.P., Blue Holdings GP, LLC ×3 filings | Sept. 25, 2015 | · | Initial filing | Capital structure | SEC |
| AlpInvest US Holdings, LLC, AlpInvest Partners Blue Co-Invest LLC ×2 filings | July 16, 2015 | · | Initial filing | Capital structure | SEC |
| Centerview Capital, L.P., Centerview Capital GP, L.P., Centerview Capital GP, LLC, Centerview Capital Holdings, LLC ×2 filings | July 15, 2015 | · | Initial filing | Capital structure | SEC |
| Richard K. Smucker | July 9, 2004 | · | Initial filing | · | SEC |
| Timothy P. Smucker | July 9, 2004 | · | Initial filing | · | SEC |
| Undisclosed reporting person | Oct. 22, 2001 | · | Initial filing | · | SEC |
| Undisclosed reporting person | Oct. 22, 2001 | · | Initial filing | · | SEC |
Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.
Company insiders 59 insiders · 33 officers · 26 directors
| Insider | Role | Last activity | Shares owned | Buys 12m | Sells 12m | Net 12m |
|---|---|---|---|---|---|---|
| Mark T Smucker | CEO, Chair of Board | Aug. 31, 2026 M | 101,386 | 0 | 4 | $-12,691,380 |
| Tucker H Marshall | Chief Financial Officer | Aug. 28, 2026 M | 38,699 | 0 | 3 | $-2,843,659 |
| John P Brase | President and COO | June 16, 2025 F | 74,436 | 0 | 0 | $0 |
| David J Lemmon | President, Pet Food | Oct. 1, 2019 L | 8,246 | 0 | 0 | $0 |
| Barry C Dunaway | President, Pet Food and Snacks | June 14, 2018 A | 32,247 | 0 | 0 | $0 |
| Steven Oakland | Vice Chair and President | June 22, 2017 S | 47,667 | 0 | 0 | $0 |
| Paul Smucker Wagstaff | President | Dec. 4, 2014 D | 69,239 | 0 | 0 | $0 |
| Robert D Ferguson | Chief Product Supply Officer | Sept. 1, 2026 F | 35,174 | 0 | 1 | $-333,938 |
| Jill R Penrose | Chief People Officer | Sept. 1, 2026 F | 14,334 | 0 | 1 | $-583,500 |
| Jeannette L Knudsen | Chief Legal Officer | Sept. 1, 2026 F | 15,251 | 0 | 2 | $-1,146,353 |
| Katherine Marie Williams | Chief Marketing Officer | June 11, 2026 A | 12,848 | 0 | 0 | $0 |
| Amy C Held | Chief Transformation Officer | Aug. 31, 2023 M | 5,972 | 0 | 0 | $0 |
| Geoff E Tanner | Chief Commercial & Marketing | Aug. 25, 2022 M | 9,745 | 0 | 0 | $0 |
| Mark R Belgya | Vice Chair | Aug. 27, 2020 S | 17,630 | 0 | 0 | $0 |
| Kevin G Jackson | Senior Vice President | Sept. 12, 2019 S | 3,223 | 0 | 0 | $0 |
| Joseph Stanziano | Senior Vice President | June 26, 2019 S | 14,857 | 0 | 0 | $0 |
| Tina R Floyd | Senior Vice President | June 14, 2019 A | 12,775 | 0 | 0 | $0 |
| John W Denman | Vice President, HR Operations | April 15, 2016 S | 13,650 | 0 | 0 | $0 |
| Tamara Jean Fynan | Vice President | March 30, 2016 S | 3,091 | 0 | 0 | $0 |
| John F Mayer | Vice President | Sept. 8, 2015 S | 23,262 | 0 | 0 | $0 |
| Julia L Sabin | Vice President | Aug. 31, 2015 S | 8,261 | 0 | 0 | $0 |
| James A Brown | Vice President | June 12, 2015 A | 8,922 | 0 | 0 | $0 |
| Dennis J Armstrong | Senior Vice President | June 12, 2015 F | 10,264 | 0 | 0 | $0 |
| Christopher P Resweber | Senior Vice President | June 12, 2015 A | 26,743 | 0 | 0 | $0 |
| Kenneth A Miller | Vice President | June 9, 2014 F | 4,830 | 0 | 0 | $0 |
| Andrew G Platt | Vice President | Sept. 10, 2013 S | 22,649 | 0 | 0 | $0 |
| Albert W Yeagley | Vice President | Aug. 29, 2012 S | 558 | 0 | 0 | $0 |
| Ann M Harlan | Vice President | March 11, 2011 S | 10,618 | 0 | 0 | $0 |
| Donald D Hurrle SR | Retired Vice President | Nov. 30, 2009 G | 22,765 | 0 | 0 | $0 |
| John D Milliken | Vice President | July 6, 2007 S | 3,318 | 0 | 0 | $0 |
| Robert E Ellis | Vice President | June 25, 2007 S | 8,652 | 0 | 0 | $0 |
| Fred A Duncan | Vice President | Aug. 31, 2006 F | 58,494 | 0 | 0 | $0 |
| Richard G Jirsa | Vice President | June 22, 2006 S | 10,000 | 0 | 0 | $0 |
| Mercedes Abramo | Director | Oct. 1, 2026 A | · | 0 | 0 | $0 |
| Bruce Chung | Director | Oct. 1, 2026 A | · | 0 | 0 | $0 |
| Kirk Perry | Director | Oct. 1, 2026 A | · | 0 | 0 | $0 |
| Jay L Henderson | Director | Oct. 1, 2026 A | 3,000 | 0 | 0 | $0 |
| Susan Chapman-Hughes | Director | Oct. 1, 2026 A | · | 0 | 0 | $0 |
| Dawn C Willoughby | Director | Oct. 1, 2026 A | · | 0 | 0 | $0 |
| Tarang Amin | Director | Oct. 1, 2026 A | 4,705 | 1 | 0 | $99,801 |
| Jonathan E Johnson III | Director | Oct. 1, 2026 A | · | 0 | 0 | $0 |
| Jodi Taylor | Director | Oct. 1, 2026 A | · | 0 | 0 | $0 |
| David V Singer | Director | Oct. 1, 2026 A | · | 0 | 0 | $0 |
| Alex Shumate | Director | Oct. 1, 2024 A | 0 | 0 | 0 | $0 |
| Paul J Dolan | Director | July 3, 2023 A | · | 0 | 0 | $0 |
| SMUCKER TIMOTHY P | Director | March 29, 2023 M | 31,510 | 0 | 0 | $0 |
| Sandra Pianalto | Director | Oct. 3, 2022 A | 250 | 0 | 0 | $0 |
| Nancy Lopez Knight | Director | March 30, 2021 S | 1 | 0 | 0 | $0 |
| Gary A Oatey | Director | July 1, 2020 A | 6,000 | 0 | 0 | $0 |
| Kathryn W Dindo | Director | Oct. 1, 2019 A | 500 | 0 | 0 | $0 |
| Elizabeth Valk Long | Director | July 1, 2019 A | 945 | 0 | 0 | $0 |
| David J West | Director | June 24, 2016 S | 206,790 | 0 | 0 | $0 |
| Vincent C Byrd | Director | June 13, 2016 S | 69,670 | 0 | 0 | $0 |
| Robert B Heisler JR | Director | Oct. 1, 2015 A | 100 | 0 | 0 | $0 |
| Douglas R Cowan | Director | Feb. 21, 2014 P | 11,000 | 0 | 0 | $0 |
| William H Steinbrink | Director | Oct. 2, 2012 A | 40 | 0 | 0 | $0 |
| Charles S Mechem JR | Director | July 25, 2006 M | 4,549 | 0 | 0 | $0 |
| Richard K Smucker | · | Sept. 30, 2025 G | 559,259 | 0 | 0 | $0 |
| Richard F Troyak | · | Dec. 14, 2007 S | 11,075 | 0 | 0 | $0 |
Insiders from SEC Form 3/4/5 filings; net = open-market P/S only
ETF ownership Held by 106 ETFs
Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.
| Fund | Weight | Units | As of | Source |
|---|---|---|---|---|
| RSPS · Invesco Exchange-Traded Fund Trust | 3.00% | 108,929 SH | Oct. 5, 2026 | Daily |
| PBJ · Invesco Exchange-Traded Fund Trust | 2.70% | 19,599 SH | Oct. 5, 2026 | Daily |
| CVSM · Elevation Series Trust | 2.30% | 18,183 NS | July 31, 2026 | N-PORT |
| CVGD · Elevation Series Trust | 2.02% | 23,456 NS | July 31, 2026 | N-PORT |
| SPHD · Invesco Exchange-Traded Fund Trust … | 1.92% | 518,359 SH | Oct. 5, 2026 | Daily |
| PSL · Invesco Exchange-Traded Fund Trust | 1.90% | 12,612 SH | Oct. 5, 2026 | Daily |
| RDIV · Invesco Exchange-Traded Fund Trust … | 1.84% | 219,597 SH | Oct. 5, 2026 | Daily |
| KNG · First Trust Exchange-Traded Fund IV | 1.65% | 489,916 NS | July 31, 2026 | N-PORT |
| PEY · Invesco Exchange-Traded Fund Trust | 1.44% | 131,851 SH | Oct. 5, 2026 | Daily |
| CVAR · ETF Opportunities Trust | 1.10% | 3,954 NS | July 31, 2026 | N-PORT |
| DFAT · Dimensional ETF Trust | 0.61% | 744,334 NS | July 31, 2026 | N-PORT |
| FSTA · FIDELITY COVINGTON TRUST | 0.61% | 72,741 NS | July 31, 2026 | N-PORT |
| IYK · iShares Trust | 0.59% | 66,949 SH | Sept. 11, 2026 | Daily |
| VDC · VANGUARD WORLD FUND | 0.58% | 477,733 SH | Aug. 19, 2026 | Daily |
| IQSM · New York Life Investments ETF Trust | 0.54% | 15,041 NS | July 31, 2026 | N-PORT |
| RCGE · EA Series Trust | 0.53% | 4,477 NS | July 31, 2026 | N-PORT |
| DFSV · Dimensional ETF Trust | 0.40% | 276,735 NS | July 31, 2026 | N-PORT |
| JPUS · J.P. Morgan Exchange-Traded Fund Tr… | 0.36% | 13,976 NS | July 31, 2026 | N-PORT |
| JPME · J.P. Morgan Exchange-Traded Fund Tr… | 0.36% | 13,913 NS | July 31, 2026 | N-PORT |
| KXI · iShares Trust | 0.35% | 30,808 SH | Sept. 11, 2026 | Daily |
| BKMC · BNY Mellon ETF Trust | 0.31% | 16,818 NS | July 31, 2026 | N-PORT |
| BBMC · J.P. Morgan Exchange-Traded Fund Tr… | 0.27% | 46,040 NS | July 31, 2026 | N-PORT |
| VBR · VANGUARD INDEX FUNDS | 0.24% | 1,475,417 SH | Aug. 19, 2026 | Daily |
| ESML · iShares Trust | 0.21% | 49,022 SH | Sept. 11, 2026 | Daily |
| RSP · Invesco Exchange-Traded Fund Trust | 0.19% | 1,578,579 SH | Oct. 5, 2026 | Daily |
| DFAS · Dimensional ETF Trust | 0.19% | 246,976 NS | July 31, 2026 | N-PORT |
| BSCS · Invesco Exchange-Traded Self-Indexe… | 0.18% | 6,038,000 | Oct. 5, 2026 | Daily |
| SMMD · iShares Trust | 0.18% | 55,737 SH | Sept. 11, 2026 | Daily |
| EQAL · Invesco Exchange-Traded Fund Trust … | 0.17% | 11,887 SH | Oct. 5, 2026 | Daily |
| VB · VANGUARD INDEX FUNDS | 0.14% | 2,324,099 SH | Aug. 19, 2026 | Daily |
| VFVA · VANGUARD WELLINGTON FUND | 0.14% | 10,459 SH | Aug. 19, 2026 | Daily |
| JVAL · J.P. Morgan Exchange-Traded Fund Tr… | 0.13% | 9,324 NS | July 31, 2026 | N-PORT |
| PFIG · Invesco Exchange-Traded Fund Trust … | 0.13% | 175,000 | Oct. 5, 2026 | Daily |
| IWS · iShares Trust | 0.12% | 156,511 SH | Sept. 11, 2026 | Daily |
| BSCU · Invesco Exchange-Traded Self-Indexe… | 0.12% | 3,740,000 | Oct. 2, 2026 | Daily |
| WSML · iShares Trust | 0.12% | 6,561 SH | Sept. 11, 2026 | Daily |
| TILT · FlexShares Trust | 0.12% | 21,216 NS | July 31, 2026 | N-PORT |
| BSCR · Invesco Exchange-Traded Self-Indexe… | 0.11% | 5,194,000 | Oct. 5, 2026 | Daily |
| IWR · iShares Trust | 0.09% | 428,826 SH | Sept. 11, 2026 | Daily |
| DXUV · Dimensional ETF Trust | 0.08% | 3,562 NS | July 31, 2026 | N-PORT |
| XOEF · iShares Trust | 0.07% | 134 SH | Sept. 11, 2026 | Daily |
| DFUV · Dimensional ETF Trust | 0.07% | 91,548 NS | July 31, 2026 | N-PORT |
| DIVB · iShares Trust | 0.06% | 10,768 SH | Sept. 11, 2026 | Daily |
| LRGF · iShares Trust | 0.06% | 18,153 SH | Sept. 11, 2026 | Daily |
| PRF · Invesco Exchange-Traded Fund Trust | 0.06% | 49,473 SH | Oct. 5, 2026 | Daily |
| DCOR · Dimensional ETF Trust | 0.06% | 15,857 NS | July 31, 2026 | N-PORT |
| DFSU · Dimensional ETF Trust | 0.05% | 10,333 NS | July 31, 2026 | N-PORT |
| DFAC · Dimensional ETF Trust | 0.05% | 216,721 NS | July 31, 2026 | N-PORT |
| NUSC · Nushares ETF Trust | 0.05% | 5,833 NS | July 31, 2026 | N-PORT |
| IUS · Invesco Exchange-Traded Self-Indexe… | 0.05% | 4,454 SH | Oct. 5, 2026 | Daily |
| VYM · VANGUARD WHITEHALL FUNDS | 0.05% | 418,344 SH | Aug. 19, 2026 | Daily |
| PFM · Invesco Exchange-Traded Fund Trust | 0.05% | 3,037 SH | Oct. 5, 2026 | Daily |
| RWL · Invesco Exchange-Traded Fund Trust … | 0.04% | 37,053 SH | Oct. 5, 2026 | Daily |
| IVE · iShares Trust | 0.04% | 177,803 SH | Sept. 11, 2026 | Daily |
| IUSV · iShares Trust | 0.04% | 93,667 SH | Sept. 11, 2026 | Daily |
| VOOV · VANGUARD ADMIRAL FUNDS | 0.04% | 24,418 SH | Aug. 19, 2026 | Daily |
| DSI · iShares Trust | 0.04% | 16,105 SH | Sept. 11, 2026 | Daily |
| IWD · iShares Trust | 0.03% | 231,880 SH | Sept. 11, 2026 | Daily |
| VONV · VANGUARD SCOTTSDALE FUNDS | 0.03% | 63,122 SH | Aug. 19, 2026 | Daily |
| EGLE · Global X Funds | 0.03% | 5 NS | July 31, 2026 | N-PORT |
| CATH · Global X Funds | 0.03% | 2,962 NS | July 31, 2026 | N-PORT |
| DFAU · Dimensional ETF Trust | 0.02% | 25,582 NS | July 31, 2026 | N-PORT |
| CHRI · Global X Funds | 0.02% | 16 NS | July 31, 2026 | N-PORT |
| TOPC · iShares Trust | 0.02% | 62 SH | Sept. 11, 2026 | Daily |
| XVV · iShares Trust | 0.02% | 1,255 SH | Sept. 11, 2026 | Daily |
| XYLG · Global X Funds | 0.02% | 121 NS | July 31, 2026 | N-PORT |
| XCLR · Global X Funds | 0.02% | 6 NS | July 31, 2026 | N-PORT |
| VOO · VANGUARD INDEX FUNDS | 0.02% | 2,770,963 SH | Aug. 19, 2026 | Daily |
| VTI · VANGUARD INDEX FUNDS | 0.02% | 3,219,698 SH | Aug. 19, 2026 | Daily |
| VFMF · VANGUARD WELLINGTON FUND | 0.02% | 1,183 SH | Aug. 19, 2026 | Daily |
| VONE · VANGUARD SCOTTSDALE FUNDS | 0.02% | 17,290 SH | Aug. 19, 2026 | Daily |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0.02% | 8,817 SH | Aug. 19, 2026 | Daily |
| ESGV · VANGUARD WORLD FUND | 0.02% | 23,622 SH | Aug. 19, 2026 | Daily |
| OMFL · Invesco Exchange-Traded Self-Indexe… | 0.02% | 8,012 SH | Oct. 5, 2026 | Daily |
| PTLC · Pacer Funds Trust | 0.02% | 5,422 NS | July 31, 2026 | N-PORT |
| IVV · iShares Trust | 0.02% | 1,344,231 SH | Sept. 11, 2026 | Daily |
| XYLD · Global X Funds | 0.02% | 5,312 NS | July 31, 2026 | N-PORT |
| DFUS · Dimensional ETF Trust | 0.02% | 33,413 NS | July 31, 2026 | N-PORT |
| PBP · Invesco Exchange-Traded Fund Trust | 0.02% | 632 SH | Oct. 5, 2026 | Daily |
| IYY · iShares Trust | 0.02% | 4,541 SH | Sept. 11, 2026 | Daily |
| SPUU · Direxion Shares ETF Trust | 0.02% | 403 NS | July 31, 2026 | N-PORT |
| XRMI · Global X Funds | 0.02% | 76 NS | July 31, 2026 | N-PORT |
| QDPL · Pacer Funds Trust | 0.02% | 2,569 NS | July 31, 2026 | N-PORT |
| IWB · iShares Trust | 0.02% | 71,327 SH | Sept. 11, 2026 | Daily |
| ITOT · iShares Trust | 0.02% | 137,743 SH | Sept. 11, 2026 | Daily |
| XTR · Global X Funds | 0.02% | 7 NS | July 31, 2026 | N-PORT |
| IWV · iShares Trust | 0.02% | 28,113 SH | Sept. 11, 2026 | Daily |
| PHDG · Invesco Actively Managed Exchange-T… | 0.02% | 85 SH | Oct. 5, 2026 | Daily |
| HCMT · Direxion Shares ETF Trust | 0.02% | 744 NS | July 31, 2026 | N-PORT |
| SPXL · Direxion Shares ETF Trust | 0.01% | 8,339 NS | July 31, 2026 | N-PORT |
| QVML · Invesco Exchange-Traded Fund Trust … | 0.01% | 1,810 SH | Oct. 5, 2026 | Daily |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | 0.01% | 91,081 SH | Aug. 19, 2026 | Daily |
| BIV · VANGUARD BOND INDEX FUNDS | · | · | July 15, 2026 | Daily |
| BLV · VANGUARD BOND INDEX FUNDS | · | · | July 15, 2026 | Daily |
| BSV · VANGUARD BOND INDEX FUNDS | · | · | July 15, 2026 | Daily |
| BND · VANGUARD BOND INDEX FUNDS | · | · | July 15, 2026 | Daily |
| VUSB · VANGUARD BOND INDEX FUNDS | · | · | July 15, 2026 | Daily |
| VCSH · VANGUARD SCOTTSDALE FUNDS | · | · | July 15, 2026 | Daily |
| VCIT · VANGUARD SCOTTSDALE FUNDS | · | · | July 15, 2026 | Daily |
| VCLT · VANGUARD SCOTTSDALE FUNDS | · | · | July 15, 2026 | Daily |
| VTC · VANGUARD SCOTTSDALE FUNDS | · | · | July 30, 2026 | Daily |
| BNDW · VANGUARD SCOTTSDALE FUNDS | · | · | July 30, 2026 | Daily |
| VCEB · VANGUARD WORLD FUND | · | · | July 30, 2026 | Daily |
| ISCB · iShares Trust | · | 4,728 SH | Sept. 11, 2026 | Daily |
| ISCV · iShares Trust | · | 23,257 SH | Sept. 11, 2026 | Daily |
| SMMV · iShares Trust | · | 12,187 SH | Aug. 19, 2026 | Daily |
SJM Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside
12-Month Price Target
16 analysts · 2026-10-02Mean target $142.12 +21.7%
Peer comparison (GICS sub-industry) Key metrics vs sector peers
FY basis, prices as of each company's last fiscal year-end close.
| Ticker | Market Cap | P/E | Rev YoY | Net Margin | ROE | Gross Margin |
|---|---|---|---|---|---|---|
| SJM | $10.46B | -75.4 | 3.7% | -1.5% | -2.4% | 33.5% |
| HSY | $36.91B | 91.4 | 4.4% | 7.5% | 19.3% | 33.6% |
| KHC | $28.57B | -4.9 | -3.5% | -23.4% | -12.9% | 33.3% |
| TSN | · | 40.7 | 2.1% | 0.87% | 2.6% | 6.5% |
| GIS | · | -211.3 | -5.5% | -0.48% | -1.1% | · |
| MKC | $1.01B | 23.0 | 1.7% | 11.5% | 14.3% | 37.9% |
| HRL | · | 27.4 | 1.6% | 4.0% | 6.0% | 15.6% |
| SFD | $8.82B | 8.9 | 9.8% | 6.4% | 15.6% | 13.5% |
| PPC | $9.46B | 8.8 | 3.5% | 5.9% | 27.3% | 12.8% |
| LW | $5.94B | 20.8 | 2.5% | 4.4% | 16.2% | 20.6% |
| CAG | $7.76B | -3.3 | -2.9% | -17.0% | -26.5% | 23.9% |
Latest News Recent headlines mentioning this company
My Metrics Your personal watchlist — selected rows from Full Fundamentals
Pick the metrics that matter to you — click the + next to any row in Full Fundamentals above.
Your selection is saved and follows you across all tickers.