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Investors with an appetite for a good comeback story may want to look at consumer staples stocks. With the Consumer Staples Select Sector SPDR Fund NYSEARCA: XLP almost flat in 2025, it would not take much effort to find beaten-down names in the sector.
Generali Asset Management SPA SGR cut its position in The J. M. Smucker Company (NYSE: SJM) by 54.1% in the undefined quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 8,399 shares of the company's stock after selling 9,889 shares during the quarter.
SJM's U.S. coffee sales increase in Q2 as pricing fuels growth, offsetting weaker volumes and proving brands can absorb higher prices.
Gradient Investments LLC bought a new stake in The J. M. Smucker Company (NYSE: SJM) in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm bought 128,064 shares of the company's stock, valued at approximately $13,908,000. Gradient Investments LLC owned approximately 0.12% of
Balyasny Asset Management L.P. raised its holdings in shares of The J. M. Smucker Company (NYSE: SJM) by 45.4% in the undefined quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 2,251,934 shares of the company's stock after purchasing an additional
Cerity Partners LLC increased its stake in shares of The J. M. Smucker Company (NYSE: SJM) by 9.8% in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 129,285 shares of the company's stock after purchasing an additional 11,513 shares during the
Ariel Investments LLC lowered its stake in The J. M. Smucker Company (NYSE: SJM) by 18.7% during the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 1,528,938 shares of the company's stock after selling 352,646 shares during the period. J. M.
Mondelez International (NASDAQ: MDLZ - Get Free Report) and J. M. Smucker (NYSE: SJM - Get Free Report) are both large-cap consumer staples companies, but which is the superior stock? We will contrast the two businesses based on the strength of their risk, earnings, dividends, analyst recommendations, institutional ownership, valuation and profitability. Earnings and Valuation This table
The J. M. Smucker Company offers a compelling value at 11x earnings and a 4.4% dividend yield, trading near 52-week lows. Tax-loss selling, sector lawsuits, and recent earnings misses have pressured SJM, but these appear transitory given the company's stable fundamentals. Potential catalysts include tariff rollbacks on food products, anticipated Fed rate cuts, and SJM's durable, recession-resistant business model.
Groupe la Francaise boosted its stake in The J. M. Smucker Company (NYSE: SJM) by 26.4% in the undefined quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 33,662 shares of the company's stock after buying an additional 7,041 shares during the period. Groupe la
Ameritas Investment Partners Inc. decreased its position in shares of The J. M. Smucker Company (NYSE: SJM) by 84.4% during the undefined quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 1,057 shares of the company's stock after selling 5,713 shares during the period. Ameritas
So much for a bursting of the AI bubble. With the markets on quite a strong winning streak, with the S&P 500 now just a good day or two away from returning to prior highs, investors might be wondering if it's time to take some profits off the table as market breadth improves and some of the fallen former AI darlings remain in the doghouse.
Cetera Investment Advisers increased its stake in The J. M. Smucker Company (NYSE: SJM) by 2.1% during the undefined quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 29,739 shares of the company's stock after acquiring an additional 610 shares
Boston Partners cut its stake in The J. M. Smucker Company (NYSE: SJM) by 50.0% in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 479,147 shares of the company's stock after selling 479,767 shares during the quarter. Boston Partners owned about 0.45%
Release Date: November 25, 2025For the complete transcript of the earnings call, please refer to the full earnings call transcript. Positive Points JM Smucker C
The J. M. Smucker Company is upgraded to 'hold' as coffee tariff relief should drive margin recovery in the coming quarters. SJM's Q2 showed persistent margin pressure despite 3% revenue growth, with coffee price hikes unable to fully offset tariff costs. Pet food and frozen handheld segments remain weak, while deleveraging remains a priority due to elevated debt from past M&A.
J.M. Smucker on Tuesday forecast annual profit below analysts' estimates as a surge in coffee costs is expected to squeeze its margin, sending shares of the food maker down 3%.
The J. M. Smucker Company ( SJM ) Q2 2026 Earnings Call November 25, 2025 9:00 AM EST Company Participants Crystal Beiting - Vice President of Investor Relations and FP&A Mark Smucker - CEO & Chairman Tucker Marshall - Chief Financial Officer Conference Call Participants Andrew Lazar - Barclays Bank PLC, Research Division Thomas Palmer - JPMorgan Chase & Co, Research Division Robert Moskow - TD Cowen, Research Division Yasmine Deswandhy - BofA Securities, Research Division Megan Christine Alexander - Morgan Stanley, Research Division Peter Grom - UBS Investment Bank, Research Division Matthew Smith - Stifel, Nicolaus & Company, Incorporated, Research Division Max Andrew Gumport - BNP Paribas, Research Division Alexia Howard - Sanford C. Bernstein & Co., LLC.
SJM's Q2 shows rising sales but a steep earnings slump, prompting tightened FY26 guidance as pricing gains clash with softer volumes and higher costs.
While the top- and bottom-line numbers for Smucker (SJM) give a sense of how the business performed in the quarter ended October 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.