The J.M. Smucker Company (SJM) Stock Analysis
Recovery setup
Consumer Defensive · Packaged Foods
Sell if holding. Engine safety override at $103.04: Quality below floor (3.4 < 4.0) triggers a hard block regardless of the otherwise-positive setup — overall score 5.6/10. Specifically: Elevated put/call ratio: 2.81; Below-average business quality.
J.M. Smucker markets branded food and beverage products in four segments: U.S. Retail Coffee (Folgers, Dunkin', Café Bustelo), U.S. Retail Frozen Handheld and Spreads (Uncrustables, Jif), U.S. Retail Pet Foods (Meow Mix, Milk-Bone), and Sweet Baked Snacks (Hostess). Walmart... Read more
Sell if holding. Engine safety override at $103.04: Quality below floor (3.4 < 4.0) triggers a hard block regardless of the otherwise-positive setup — overall score 5.6/10. Specifically: Elevated put/call ratio: 2.81; Below-average business quality. Chart setup: Death cross but MACD improving, RSI 78. Score 5.6/10, moderate confidence.
Passes 6/8 gates (positive momentum, clean insider activity, no SEC red flags, earnings proximity 21d clear, semi cycle peak clear, materials cycle peak clear). Fails on favorable risk/reward ratio. Suitability: moderate.
Recent Developments — The J.M. Smucker Company
Latest news
- JP Morgan Maintains Overweight on JM Smucker, Lowers Price Target to $120 — benzinga May 19, 2026 neutral
- Evercore ISI Group Initiates Coverage On JM Smucker with Outperform Rating, Announces Price Target of $117 — benzinga May 15, 2026 positive
- Senator Buys Up Consumer Staples: Here's Two Stocks On The Shopping List — benzinga May 12, 2026 neutral
- Deal Dispatch: J.M. Smucker Considers Strategic Review, Meta Buys Assured Robot Intelligence, Buzzfeed On Brink Of Bankr — benzinga May 8, 2026 negative
- Bernstein Maintains Outperform on JM Smucker, Lowers Price Target to $134 — benzinga May 4, 2026 neutral
Generated 2026-05-20T21:06:21Z.
Thesis
Key Metrics
Quality Signals
Options Flow
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. Full disclaimer
Rating Breakdown
3 floor-breakers
Ranks in the bottom of its industry peers on the composite signal. Better names in the same sector exist.static
Technicals below the gate floor. Component breakdown shows what dragged the score down.static
Unprofitable operations — net margin -14.1%. Quality floor flags this regardless of sector context.static
Price Targets
Position Sizing
Risk Alerts
Earnings
Verdict History
Frequently Asked Questions
Sell if holding. Engine safety override at $103.04: Quality below floor (3.4 < 4.0) triggers a hard block regardless of the otherwise-positive setup — overall score 5.6/10. Specifically: Elevated put/call ratio: 2.81; Below-average business quality. Chart setup: Death cross but MACD improving, RSI 78. Prior stop was $98.68. Score 5.6/10, moderate confidence.
Take-profit target: $104.88 (+1.8% upside). Prior stop was $98.68. Stop-loss: $98.68.
Target reached (1.8% upside); Quality below floor (3.4 < 4.0).
The J.M. Smucker Company trades at a P/E of N/A (forward 10.4). TrendMatrix value score: 7.9/10. Verdict: Sell.
24 analysts cover SJM with a consensus score of 3.8/5. Average price target: $117.
What does The J.M. Smucker Company do?J.M. Smucker markets branded food and beverage products in four segments: U.S. Retail Coffee (Folgers, Dunkin', Café...
J.M. Smucker markets branded food and beverage products in four segments: U.S. Retail Coffee (Folgers, Dunkin', Café Bustelo), U.S. Retail Frozen Handheld and Spreads (Uncrustables, Jif), U.S. Retail Pet Foods (Meow Mix, Milk-Bone), and Sweet Baked Snacks (Hostess). Walmart represents 33% of net sales; top 10 customers collectively represent ~60% of consolidated net sales.