Rep. Lisa C. McClain Sells The J. M. Smucker Company (NYSE:SJM) Shares

Representative Lisa C. McClain (R-Michigan) recently sold shares of The J. M. Smucker Company (NYSE:SJM). In a filing disclosed on November 21st, the Representative disclosed that they had sold between $1,001 and $15,000 in J. M. Smucker stock on October 31st. The trade occurred in the Representative’s “CHARLES SCHWAB 401K > SCHWAB 893” account.

Representative Lisa C. McClain also recently made the following trade(s):

• Sold $1,001 – $15,000 in shares of Ciena (NYSE:CIEN) on 10/31/2025.
• Sold $1,001 – $15,000 in shares of Alibaba Group (NYSE:BABA) on 10/31/2025.
• Sold $1,001 – $15,000 in shares of Coherent (NYSE:COHR) on 10/31/2025.
• Sold $1,001 – $15,000 in shares of Clorox (NYSE:CLX) on 10/31/2025.
• Sold $1,001 – $15,000 in shares of Northern Trust (NASDAQ:NTRS) on 10/31/2025.
• Sold $1,001 – $15,000 in shares of Honda Motor (NYSE:HMC) on 10/31/2025.
• Sold $1,001 – $15,000 in shares of Home BancShares (NYSE:HOMB) on 10/31/2025.
• Sold $1,001 – $15,000 in shares of Five Below (NASDAQ:FIVE) on 10/31/2025.
• Sold $1,001 – $15,000 in shares of Pure Storage (NYSE:PSTG) on 10/31/2025.
• Sold $1,001 – $15,000 in shares of BHP Group (NYSE:BHP) on 10/31/2025.

J. M. Smucker Trading Up 3.0%

Shares of SJM stock traded up $2.97 on Wednesday, hitting $103.35. 948,817 shares of the stock traded hands, compared to its average volume of 1,704,543. The stock has a market capitalization of $11.03 billion, a PE ratio of -7.54, a PEG ratio of 6.97 and a beta of 0.24. The J. M. Smucker Company has a twelve month low of $93.30 and a twelve month high of $121.48. The firm’s 50-day moving average price is $105.80 and its two-hundred day moving average price is $106.87. The company has a debt-to-equity ratio of 1.19, a quick ratio of 0.34 and a current ratio of 0.81.

J. M. Smucker (NYSE:SJM) last issued its quarterly earnings results on Tuesday, November 25th. The company reported $2.10 earnings per share for the quarter, missing the consensus estimate of $2.12 by ($0.02). J. M. Smucker had a positive return on equity of 15.41% and a negative net margin of 16.75%.The company had revenue of $2.33 billion for the quarter, compared to analyst estimates of $2.32 billion. During the same period in the prior year, the business earned $2.76 earnings per share. J. M. Smucker’s revenue for the quarter was up 2.6% compared to the same quarter last year. J. M. Smucker has set its FY 2026 guidance at 8.750-9.250 EPS. As a group, analysts anticipate that The J. M. Smucker Company will post 9.88 EPS for the current year.

J. M. Smucker Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Monday, December 1st. Investors of record on Friday, November 14th will be paid a $1.10 dividend. This represents a $4.40 annualized dividend and a yield of 4.3%. The ex-dividend date of this dividend is Friday, November 14th. J. M. Smucker’s dividend payout ratio is currently -32.09%.

Insider Transactions at J. M. Smucker

In other J. M. Smucker news, CFO Tucker H. Marshall sold 11,139 shares of the firm’s stock in a transaction dated Tuesday, September 30th. The shares were sold at an average price of $108.11, for a total transaction of $1,204,237.29. Following the transaction, the chief financial officer owned 33,864 shares of the company’s stock, valued at approximately $3,661,037.04. This trade represents a 24.75% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. 2.24% of the stock is currently owned by insiders.

Institutional Inflows and Outflows

Several large investors have recently added to or reduced their stakes in the company. Cullen Frost Bankers Inc. grew its stake in shares of J. M. Smucker by 2.6% in the second quarter. Cullen Frost Bankers Inc. now owns 3,872 shares of the company’s stock worth $380,000 after acquiring an additional 97 shares during the period. Tortoise Investment Management LLC grew its stake in J. M. Smucker by 87.0% in the 1st quarter. Tortoise Investment Management LLC now owns 215 shares of the company’s stock worth $25,000 after acquiring an additional 100 shares in the last quarter. Wesbanco Bank Inc. raised its position in J. M. Smucker by 2.9% during the 3rd quarter. Wesbanco Bank Inc. now owns 3,615 shares of the company’s stock valued at $393,000 after purchasing an additional 102 shares in the last quarter. Wedbush Securities Inc. grew its position in shares of J. M. Smucker by 1.2% during the 3rd quarter. Wedbush Securities Inc. now owns 8,861 shares of the company’s stock worth $962,000 after buying an additional 106 shares in the last quarter. Finally, Twin Capital Management Inc. raised its holdings in shares of J. M. Smucker by 1.6% in the second quarter. Twin Capital Management Inc. now owns 7,317 shares of the company’s stock valued at $719,000 after acquiring an additional 117 shares in the last quarter. Institutional investors own 81.66% of the company’s stock.

Analysts Set New Price Targets

SJM has been the topic of several research reports. Wells Fargo & Company increased their price objective on shares of J. M. Smucker from $115.00 to $120.00 and gave the stock an “overweight” rating in a research note on Monday, August 18th. Barclays reissued an “equal weight” rating and set a $105.00 price target on shares of J. M. Smucker in a report on Friday, August 29th. Stifel Nicolaus decreased their target price on shares of J. M. Smucker from $115.00 to $110.00 and set a “hold” rating for the company in a research report on Wednesday. Morgan Stanley reduced their price objective on J. M. Smucker from $118.00 to $115.00 and set an “overweight” rating for the company in a research report on Wednesday. Finally, Cfra Research upgraded J. M. Smucker from a “hold” rating to a “moderate buy” rating in a research report on Wednesday, August 27th. One analyst has rated the stock with a Strong Buy rating, seven have given a Buy rating, nine have assigned a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, J. M. Smucker presently has a consensus rating of “Hold” and a consensus price target of $116.79.

About Representative McClain

Lisa McClain (Republican Party) is a member of the U.S. House, representing Michigan’s 9th Congressional District. She assumed office on January 3, 2023. Her current term ends on January 3, 2027.

McClain (Republican Party) is running for re-election to the U.S. House to represent Michigan’s 9th Congressional District. She declared candidacy for the 2026 election.

Lisa McClain lives in Romeo, Michigan. McClain earned a bachelor’s degree in business administration from Northwood University. Her career experience includes founding and working as the president of North End Support Team.

J. M. Smucker Company Profile

The J. M. Smucker Company manufactures and markets branded food and beverage products worldwide. It operates in three segments: U.S. Retail Pet Foods, U.S. Retail Coffee, and U.S. Retail Consumer Foods. The company offers mainstream roast, ground, single serve, and premium coffee; peanut butter and specialty spreads; fruit spreads, toppings, and syrups; jelly products; nut mix products; shortening and oils; frozen sandwiches and snacks; pet food and pet snacks; and foodservice hot beverage, foodservice portion control, and flour products, as well as dog and cat food, frozen handheld products, juices and beverages, and baking mixes and ingredients.