InsidersTradesSigma
Follow the J M SMUCKER Co stock price and the full directors' dealings record of the company, a listed issuer based in United States. Shares are listed on the US market, under the supervision of SEC (Form 4). Operating in the Food & Agriculture sector, J M SMUCKER Co has published 149 insider filings. Market capitalisation: €14bn. The latest transaction was disclosed on 31 August 2026 (Notice of proposed sale (Form 144)). Among the most active insiders: Marshall Tucker H. Every trade is accessible without an account.
149
Insider Decl.
n/a
Thresholds
€481,859
5 ops.
Buy Volume
€24m
30 ops.
Sell Volume
Analyst consensus: bullish or bearish?
Analysts rate J M SMUCKER Co Buy (bullish), based on 16 analysts. Average price target: US$141.44.
33Σ signal
This score ranks the purchase within its own market. No market currently meets the historical allocation criteria, so signals remain watch-only. Not investment advice.
Fundamental score
Ranked 21,545 of 29,056 companies
35.3
score / 100
Value41
Quality30
FCF yld8.3%
Earn yld-1.0%
EV/EBITDA24.1x
ROE3.9%
Gross mgn34%
Net mgn-1.5%
Debt/EBITDA8.1x
Pillars2/3
Transparent value + quality ranking, distinct from the insider signal.
Sigma AI Analysis
Fundamental view, insider signal, bull and bear case, synthesis.
AI analysis generation is paused.
Last declaration on 31 August 2026
Declarations149 total
2,522 shares@ US$133.01CommonSEC144:0001959173-26-006541
84,821 shares@ US$131.39CommonSEC144:0001959173-26-006551
7,389 shares@ US$108.900.0057% mcap6.1% of flowCommon SharesSEC:0000091419-26-000081:0
11,093 shares@ US$125.820.0098% mcap10.6% of flowCommon SharesSEC:0000091419-26-000081:1
11,093 shares@ US$131.910.010% mcap11.1% of flowCommon SharesSEC:0000091419-26-000081:3
7,389 shares@ US$132.260.0069% mcap7.4% of flowCommon SharesSEC:0000091419-26-000081:2
18,482 shares@ US$132.05140.017% mcap28.7% of flowCommonSEC144:0001959173-26-006524
5,000 sharesCommon SharesSEC:0000091419-26-000071:0
5,000 shares@ US$116.6950.0049% mcap13.9% of flowCommonSEC144:0001959173-26-004951
4,353 sharesCommon SharesSEC:0000091419-26-000069:0
4,353 shares@ US$115.08010.0043% mcap11.4% of flowCommonSEC144:0001959173-26-004911
3,630 sharesCommon SharesSEC:0000091419-26-000068:0
3,630 shares@ US$111.05390.0034% mcap5.7% of flowCommonSEC144:0001959173-26-004848
13,000 shares@ US$115.08720.012% mcap11.7% of flowCommonSEC144:0001959173-26-004740
267 sharesCommon SharesSEC:0000091419-26-000062:0
476 sharesCommon SharesSEC:0000091419-26-000062:1
516 sharesCommon SharesSEC:0000091419-26-000062:2
5,550 shares@ US$116.290.0053% mcap12.6% of flowCommonSEC144:0001959173-26-004555
5,000 shares0Common SharesSEC:0000091419-26-000029:0
613 shares0Common SharesSEC:0000091419-26-000027:0
731 shares0Common SharesSEC:0000091419-26-000026:0
2,992 shares0Common SharesSEC:0000091419-26-000025:0
231.33 shares@ US$108.970.2% of flowCommon SharesSEC:0000091419-26-000024:0
880 shares@ US$113.4121.4% of flowCommon SharesSEC:0000091419-26-000021:0
Canonical exit: 31 May 2026 (T+90)
1,513 shares0Common SharesSEC:0000091419-25-000108:0
25 of 149 declarations
关于 J M SMUCKER Co
J.M. Smucker Co. (NYSE: SJM) 是一家领先的美国消费必需品和食品公司，总部位于美国俄亥俄州奥维尔。该业务的历史可追溯到 1897 年，当时 Jerome Monroe Smucker 在奥维尔创立了这家公司。最初只是一家小型苹果酒厂和早期食品企业，现已发展成为一个拥有悠久经营历史、家族传承和遍布北美足迹的大型品牌食品平台。对于投资者而言，Smucker 最好被视为一个防御性品牌食品特许经营商，受益于经常性家庭消费模式和强大的零售货架影响力。（[jmsmucker.com](https://www.jmsmucker.com/about?utm_source=openai)） 如今，该公司的产品组合涵盖多个主要消费品类别：咖啡、花生酱、果酱、冷冻手持三明治、甜烘焙零食、狗零食和猫粮。主要品牌包括 Folgers、Dunkin’、Café Bustelo、Jif、Uncrustables、Smucker’s、Hostess、Milk-Bone 和 Meow Mix。这种组合为 J.M. Smucker 提供了早餐、零食和宠物食品领域广泛的品牌需求基础，同时有助于通过不同消费场合的类别实现收益多元化。该公司表示，其在北美拥有并运营制造工厂和办事处，以支持供应链覆盖范围和服务零售客户。（[jmsmucker.com](https://www.jmsmucker.com/about?utm_source=openai)） 从竞争角度来看，Smucker 的优势在于品牌资产、在多个细分市场的品类领导地位以及积极的投资组合管理策略。近期，管理层一直在通过收购和剥离来重塑业务。Hostess Brands 的收购于 2023 年 11 月完成，此后公司剥离了加拿大调味品业务、Voortman 以及某些甜烘焙零食价值品牌，作为投资组合优化的一部分。这些行动表明，公司明确强调将资本和管理层的注意力集中在更高优先级的品牌和增长平台上。（[investors.jmsmucker.com](https://investors.jmsmucker.com/news/news-details/2025/The-J-M--Smucker-Co--Announces-Fiscal-Year-2025-Fourth-Quarter-Results/default.aspx?utm_source=openai)） 最近的公司更新也显示出业务正在转型。2025 财年和 2026 财年的业绩提到了动态的消费者环境、投入通胀以及剥离对同比数据的影响。2025 年，公司宣布计划关闭其印第安纳波利斯制造工厂，以继续优化甜烘焙零食部门。公司还承诺在 2027 年底前从所有消费食品产品中去除 FD&C 色素，此举符合不断变化的消费者偏好和产品配方改革趋势。在 2026 财年，Smucker 还指出，其堪萨斯州恩波里亚工厂发生火灾影响了其前景。总体而言，J.M. Smucker 仍然是一家在纽约证券交易所上市的知名美国包装食品公司，但它正在积极简化其投资组合并加强其战略重点。（[investors.jmsmucker.com](https://investors.jmsmucker.com/news/news-details/2025/The-J-M--Smucker-Co--Announces-Plans-to-Close-Indianapolis-Manufacturing-Facility-in-Continued-Optimization-of-Sweet-Baked-Snacks-Segment/default.aspx?utm_source=openai)）
