Jill Penrose Sells Shares of The J. M. Smucker Company

Jill Penrose, the Chief People Officer at The J. M. Smucker Company, sold 979 shares of the company on June 15, 2026. The shares were sold at an average price of $115.94, amounting to a total transaction value of $113,505.26. This transaction was not part of a pre-planned trading program.

Other Institutional Activity in The J. M. Smucker Company

Vanguard Capital Management LLC initiated a new position with 6,746,043 shares, valued at approximately $650.6 million. BlackRock, Inc. reduced its holdings by 1,759,976 shares, leaving it with 6,726,864 shares worth about $648.7 million. State Street Corp also decreased its stake by 684,371 shares to a total of 6,495,802 shares, valued at $626.5 million. On the other hand, UBS Group AG increased its position by 2,064,751 shares, now holding 5,989,033 shares valued at $577.6 million.

The J. M. Smucker Company Stock Snapshot

Shares of NYSE:SJM traded near $115.94. The J. M. Smucker Company has a market cap of $12.36 billion and a forward P/E ratio of 10.82. The stock's beta is 0.264, indicating lower volatility compared to the market. Over the past 52 weeks, the stock has ranged from $88.25 to $119.39, with a 50-day moving average of $99.97 and a 200-day moving average of $103.47.

Recent Earnings

In its most recent fiscal year, The J. M. Smucker Company reported revenue of $9.05 billion, reflecting a growth of 5.8%. The company, however, posted a net margin of -1.53% and a return on equity of -2.39%, indicating challenges in profitability. The next earnings report is expected on August 27, 2026.

Dividend

The J. M. Smucker Company offers an annual dividend rate of $4.40 per share, yielding 3.8%. The dividend payout ratio stands at 86.06%.

Insider Buying and Selling at The J. M. Smucker Company

Besides Jill Penrose, other insiders also made transactions on June 15, 2026. Mark Smucker, the CEO, sold 12,677 shares, and Tucker Marshall, the CFO, sold 1,473 shares. Additionally, Robert Ferguson, Chief Product Supply Officer, sold 1,259 shares, and Jeannette Knudsen, Chief Legal Officer, sold 1,648 shares. These sales were not part of any pre-planned arrangements.

Analysts Set New Price Targets

On June 11, 2026, UBS maintained a 'buy' rating with a price target of $130. Evercore ISI Group and JP Morgan also maintained 'buy' ratings with targets of $120 and $125, respectively. RBC Capital set a high target of $135, while TD Cowen and Morgan Stanley maintained 'hold' ratings with targets of $115 and $110. Overall, the consensus is a 'buy' with an average target price of $121.59 based on 17 analyst opinions.

About The J. M. Smucker Company

The J. M. Smucker Company, headquartered in Orrville, Ohio, produces and sells branded food and beverage products globally. It operates through several segments including U.S. Retail Coffee and U.S. Retail Pet Foods. Some of its well-known brands include Folgers, Jif, and Smucker's Uncrustables. The company, led by CEO Mark Smucker, is part of the Consumer Defensive sector, specifically in the Packaged Foods industry.

Bottom Line

The recent insider sales by Jill Penrose and others at The J. M. Smucker Company highlight ongoing executive activity in the company. Despite some profitability challenges, the company's stock remains a focus for analysts, who largely maintain a positive outlook. As with all 13F filings and insider transactions, it's important to remember these are backward-looking and may not reflect the company's current situation.