InsiderStreet Equity Research

Produced by InsiderStreet.ai from live production data. It is not investment advice, not an offer or solicitation to buy or sell any security, and not a recommendation for any investor. Do not rely on it for any investment decision.

Last Close

$127.43

2026-10-16

Market Cap

$13.6B

Volume

1.6M

52-Wk High

$135.89

52-Wk Low

$88.25

Trailing PE

59.3

P/S

1.49

Gross Margin

38.7%

Net Margin

2.5%

ROE

4%

ROIC

3%

Piotroski

8/9

Altman Z

1.5

1-Yr Return

+23.9%

5-Yr Return

+36.4%

The J. M. Smucker Company is an international enterprise specializing in the production and marketing of a diverse portfolio of branded food and beverage items. Its operations are organized into three principal U.S. retail divisions: Pet Foods, Coffee, and Consumer Foods. The company's extensive product offerings encompass various coffee options, including roast, ground, single-serve, and premium blends; a wide selection of spreads such as peanut butter and fruit preserves; cooking staples like shortening and oils; convenient frozen sandwiches and snacks; and a full range of pet food and treats. Additionally, Smucker provides hot beverages, portion-controlled items, and flour products for the foodservice sector, alongside frozen handheld meals, juices, beverages, and baking ingredients. These items are marketed under numerous recognizable brands, including Meow Mix, 9Lives, Kibbles 'n Bits, Milk-Bone, Pup-Peroni, Rachael Ray Nutrish, Nature's Recipe, Folgers, CafÃ© Bustelo, Dunkin', 1850, Jif, Smucker's, Smucker's Uncrustables, Robin Hood, and Five Roses. The company distributes its products through a vast network, utilizing both direct sales and brokers to reach grocery stores, club stores, discount and dollar retailers, online platforms, pet specialty stores, natural food outlets and their distributors, pharmacies, military commissaries, and large mass merchandisers. Founded in 1897, The J. M. Smucker Company is headquartered in Orrville, Ohio.

SectorConsumer DefensiveIndustryPackaged FoodsExchangeNYSEMarket Cap$13.6BEmployees0 (SEC-filed)CEOCaptain Mark T. SmuckerIPO1994-10-31CountryUS

One Strawberry Lane, Orrville, OH 44667-0280 · Tel 330 682 3000 · jmsmucker.com

INSIDERSTREET SCORE51 / 100Street mean $139.07 (15 analysts, last qtr) — their number, not ours

INSIDER CONSENSUS SIGNALTWO-WAY FLOW$0.1M buys against $17.6M sells / 6 mo

1 Year vs S&P 500 · SJM +23.9% · S&P 500 +15.9% · spread +8.0pp

7 Years vs S&P 500 · SJM +36.4% · S&P 500 +189.9% · spread -153.4pp

Both charts indexed to 100 at the start of their window and drawn on a single shared scale, so the gap to the benchmark is the gap you see. Adjusted closes throughout.

This space intentionally left blank — the next section begins on the following page

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

INSIDERSTREET
SCORE51of 100

Score Breakdown

Profitability	43/100
Growth	60/100
Momentum	88/100
Quality	72/100
Earnings Quality	73/100
Balance Sheet	27/100
Value	39/100
Risk (safety)	30/100
Overall	51.0/100

Each component is a diagnostic reading on its own 0-100 scale. The overall score is computed separately from the underlying financials and is not the average of the rows above — components are not equally weighted and three of them (Momentum, Value, Risk) are derived partly from price rather than from the business.

Peer Comparison — IS Score

Symbol	IS Score
MKC	59
HRL	46
GIS	28
DAR	68
LW	41
SFD	68
SJM	51

IS Score Trend — quarterly

17 quarters, 23 Q1 to 27 Q1. Peak 57 in 23 Q3, latest 51 — -6 since. Fell in 1 of the last 4 quarters. Dashed line marks 40 on the 0-100 scale.

BUSINESS QUALITY51 / 100IS Score 51.0 / 100 · -5.6 from peak of 57

Fundamental factor model, quarterly. Measures how the business is doing - not where the price is going.

PRICE STRUCTUREBULLISHTechnical Score 81 / 100 · Power +62 · 20 of 22 indicator votes bullish

Vote share across trend, momentum, volume, volatility and pattern families. Describes where the price is, not where it is going.

Both readings sit above the midpoint — business quality at 51 and price structure at 81 out of 100 — so they are not in conflict. The fundamentals and the tape are saying the same thing, which is the case in which either one alone would have been enough.

Trigger	Where it stands now	What it would mean
IS Score reaches 55 and holds two consecutive quarters	now 51.0	would move us up one band
IS Score stops falling - one quarter higher than the prior	last four: 19 → 22 → 41 → 51	the direction matters more than the level
Technical vote share back above 50%	now 100%	price structure no longer broken
Institutional holder count rises two quarters running	peak 897 → now 890	fewer institutions willing to hold is our clearest warning

We publish these so the view can be shown to be wrong. If none of them move and our reading does, we owe you an explanation.

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

This page is InsiderStreet's own reading, produced from the data in the rest of this document. It is not a price target and not investment advice. Analyst consensus and street price targets appear later under their own heading and are the street's numbers, not ours.

Site Convergence Score2 of 4top 13% of 29,420 symbols

Sources Aligned— of 3independent disclosures

Congress (180d)3 buys2026-04-23

Insider Buys (180d)0none disclosed

ETF Funds (30d)683 up / 566 downnet +117 funds

Congressional and insider figures are disclosed purchases in the trailing 180 days; ETF figures are COUNTS OF FUNDS whose holding changed in 30 days, not dollars. Coincidence of separate disclosures, not coordination. An absent source means nothing qualifying was disclosed in its window.

Institutions holding — 12 quarters

Peak 897 · latest 890 (-7 from peak).

Quarter	Holders	13F shares	Value	Reported own%
2026 Q2	890	94.6M	$10.4B	88.6%
2026 Q1	822	96.2M	$9.2B	90.1%
2025 Q4	826	99.0M	$9.6B	92.7%
2025 Q3	808	93.4M	$10.1B	87.4%
2025 Q2	801	93.0M	$9.1B	87.1%
2025 Q1	835	92.3M	$10.9B	86.5%
2024 Q4	848	87.8M	$9.5B	82.2%
2024 Q3	845	86.4M	$10.3B	80.9%
2024 Q2	854	86.7M	$9.4B	81.2%
2024 Q1	888	85.4M	$10.6B	80.0%
2023 Q4	897	87.0M	$10.8B	81.5%
2023 Q3	886	83.5M	$10.1B	78.2%

How to read ownership above 100%. A 13F reports the positions a manager has investment discretion over, and where two or more managers share discretion over the same block, each one reports it. Summed across filers, the total can therefore exceed the shares actually outstanding without anything being wrong. We publish the figure as filed rather than netting it down, and flag separately any quarter where the arithmetic is not merely high but impossible.

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Insider	Role	Date	Type	Shares	Value	Post-Txn Owned
Perry Kirk	director	2026-10-01	A-Award	216	—	23,403
Perry Kirk	director	2026-10-01	A-Award	1,466	—	24,869
Singer David V	director	2026-10-01	A-Award	1,466	—	1,466
Taylor Jodi	director	2026-10-01	A-Award	1,466	—	10,396
Willoughby Dawn C	director	2026-10-01	A-Award	1,466	—	18,581
Abramo Mercedes	director	2026-10-01	A-Award	216	—	6,521
Abramo Mercedes	director	2026-10-01	A-Award	1,466	—	7,987
Amin Tarang	director	2026-10-01	A-Award	259	—	7,667

6-mo decomposition (Form 4)	Txns	Shares	Value	Signal weight
S — Open-market sales	11	137,821	$17.6M	Counted
P — Open-market purchases	1	880	$0.1M	Counted
M — Exercises (paired A/D)	3	103,303	$11.4M	None — mechanics
F — Tax withholding	16	22,202	$2.6M	None — compensation

Monthly Net Insider Flow (000 shares)

Net of acquisitions minus dispositions, all Form 4 types.

Signal Summary

SignalTwo-Way Flow

Open-Market Sells$17.6M11 txns / 6 mo

Open-Market Buys$0.1M1 txns / 6 mo

ClusterNone active3+ insiders / 21 days

Filed	Filer	Shares registered	Est. proceeds
2026-08-31	Ferguson Robert D	2,522	$0.3M
2026-08-31	Smucker Mark T	84,821	$11.1M
2026-08-28	Marshall Tucker H	18,482	$2.4M
2026-06-29	Penrose Jill R	5,000	$0.6M
Trailing 12 mo	10 filings	154,997	$19M

Filed	Form	Reporting person	% of class	Shares
2026-04-30	SCHEDULE 13G	Vanguard Capital Management	7.19%	7.7M sh
2026-04-27	SCHEDULE 13G/A	BlackRock, Inc.	5.90%	6.2M sh
2026-01-30	SCHEDULE 13G/A	The Vanguard Group	11.67%	12.5M sh

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Member	Chamber	Trade	Size band	Traded	Disclosed
Ro Khanna	House	SELL	$1,001 - $15,000	2026-01-29	2026-02-10
Lisa C. McClain	House	SELL	$1,001 - $15,000	2025-10-30	2025-11-24
Lisa C. McClain	House	BUY	$1,001 - $15,000	2025-10-30	2025-11-24
Gary Peters	Senate	BUY	$1,001 - $15,000	2026-04-23	2026-05-11
Gary C. Peters	Senate	BUY	$1,001 - $15,000	2026-04-23	2026-05-11
Alan Armstrong	Senate	BUY	$1,001 - $15,000	2026-03-27	2026-07-21

House 12-Mo5 trades2 purchases

Senate 12-Mo3 trades3 purchases

CoverageSTOCK Act filings30-45 day disclosure lag

13F Filers (last complete Q)822

13F Shares96M90.1% of shares out

New / Closed117 / 103positions, QoQ

Increased / Reduced301 / 267positions, QoQ

Put/Call (13F)1.00option positions

Free Float97.8%104M sh

2.8 · Largest Reporting 13F Managers

Manager	Shares	Value
Assenagon Asset Management S.A.	495,313	$59M
Wedge Capital Management L L P/Nc	269,337	$32M
Douglas Lane & Associates, Llc	266,389	$32M
Cantor Fitzgerald Investment Advis	155,311	$18M
Gradient Investments Llc	144,410	$17M
Sound Income Strategies, Llc	123,073	$15M

EDGAR 13F holdings as of 2026-09-30; filer values normalized to dollars.

2.9 · Top ETF & Fund Ownership

Fund	Weight	Position
VITSX	0.0%	$384M
VTSAX	0.0%	$384M
VSMPX	0.0%	$384M
VTI	0.0%	$384M
VOO	0.0%	$334M
VFFSX	0.0%	$334M

13F Filers Holding SJM — quarterly

Institutional Put/Call — quarterly

This space intentionally left blank — the next section begins on the following page

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Daily short-sale volume as % of volume reported in FINRA's short-sale file — a flow measure, not short interest; dashed = 50-day average.

Latest Session59.0%2026-10-15

20-Day Avg63.8%50-day 59.0%

TrendRising20d vs 50d

By Market CenterQ: 57% · N: 82% · B: 82%latest session

Weekly Notional ($B)

Where SJM Trades in the Dark

ATS Venue (4-wk)	Shares	Avg trade
Incr Intelligent Cross Llc	1.4M	42 sh
Ebxl Level Ats	1.2M	23 sh
Ubsa Ubs Ats	1.0M	40 sh
Sgmt Sigma X2	1.0M	35 sh
Mstx Ms Trajectory Cross (Ats-1)	1.0M	31 sh
Mlix Instinct X	0.7M	63 sh

Where a dollar of The J. M. Smucker Company revenue goes. All values FY2026 filings, live.

Region	Revenue	Share
UNITED STATES	$8.6B	96%
CANADA	$341M	4%

This space intentionally left blank — the next section begins on the following page

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

SJM (live moat model)Peer median: MKC · HRL · GIS · DAR · LW

Component scores from the live moat model. Peer median illustrative.

Moat score 66/100 — Narrow; primary source Efficient Scale.

3.8 · Employees (SEC filings)

Officer	Title
Captain Mark T. Smucker	Chief Executive Officer, President & Chairman
Tucker H. Marshall	CFO and Executive VP of Frozen Handheld & Spreads and Sweet Baked Snacks
Robert D. Ferguson	Chief Product Supply Officer and Executive VP of Coffee, Pet & Away from Home
Jeannette L. Knudsen	Chief Legal & Governance Officer

Revenue ($B)

EPS ($) — GAAP diluted actual, street-basis estimate

Actual bars are GAAP diluted EPS from the filed income statement; the lighter forward bars are street-basis consensus. The two are different measures and are not comparable quarter to quarter.

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Quarterly EPS — Actual vs. Consensus

Beats (>2%)4 of 6recent quarters

Avg Surprise+9.5%

Next Report2026-11-24

Income QualityN/Mloss-making — OCF ÷ net income not meaningful

Beat Rate—%0 of 0 quarters

Current Streak0longest 0

Avg EPS Surprise—%median —%

Surprise Trend—last 4 vs prior 4

Period	EPS est.	EPS actual	EPS surprise	Rev est. ($M)	Rev actual ($M)	Rev surprise

Announcement dates to . Consensus as it stood at each report. Revenue surprise shown where both estimate and actual are filed. A beat record is history, not a forecast.

Profit Margins (%)

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Revenue by Segment — Stacked

Live segmentation data.

YoY Growth Heatmap — Income Lines

YoY growth	FY22	FY23	FY24	FY25	FY26
Revenue	-0.0%	+6.6%	-4.1%	+6.7%	+3.7%
Gross profit	-14.0%	+3.7%	+11.2%	+8.6%	-10.3%
Operating income	-26.2%	-84.6%	+729.1%	-151.6%	-153.5%
Net income	-27.9%	-114.5%	-914.9%	-265.4%	-88.7%

$B · FY ends	FY22	FY23	FY24	FY25	FY26
Revenue	8.0	8.5	8.2	8.7	9.1
Cost of revenue	5.3	5.7	5.1	5.3	6.0
Gross profit	2.7	2.8	3.1	3.4	3.0
R&D expense	0.0	0.0	0.0	0.0	0.0
SG&A expense	1.4	1.5	1.4	1.5	1.5
Operating income	1.0	0.2	1.3	-0.7	0.4
EBITDA	1.5	0.6	1.7	-0.2	0.9
D&A	0.5	0.4	0.4	0.5	0.6
Pretax income	0.8	-0.0	1.0	-1.0	-0.1
Income tax	0.2	0.1	0.3	0.2	0.1
Net income	0.6	-0.1	0.7	-1.2	-0.1
Diluted EPS ($)	5.83	-0.86	7.13	-11.57	-1.30
Diluted shares (M)	108	106	104	106	107

Operating CF$1B

CapEx$0B

Free cash flow$1B

SBC$0B

Buybacks$0B

Net cash change$-0B

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Balance Sheet — Full

$B	FY23	FY24	FY25	FY26
Cash & equivalents	0.7	0.1	0.1	0.1
ST investments	0.5	0.0	0.0	0.0
Receivables (net)	0.6	0.7	0.6	0.7
Total current assets	2.9	2.0	2.1	2.0
PP&E (net)	2.3	3.2	3.2	3.2
Goodwill + intangibles	9.6	14.9	12.1	10.9
Total assets	15.0	20.3	17.6	16.2
Accounts payable	1.4	1.3	1.3	1.2
Short-term debt	0.0	1.6	0.6	0.6
Deferred revenue	0.0	0.0	0.0	0.0
Total current liabilities	2.0	3.8	2.7	2.5
Long-term debt	4.3	6.8	7.0	6.4
Total liabilities	7.7	12.6	11.5	10.7
Shareholders' equity	7.3	7.7	6.1	5.5

Cash Flow Statement — Full

$B	FY23	FY24	FY25	FY26
Net income	(0.1)	0.7	(1.2)	(0.1)
D&A	0.4	0.4	0.5	0.6
Stock-based compensation	0.0	0.0	0.0	0.0
Working capital change	0.0	(0.0)	(0.3)	(0.0)
Operating cash flow	1.2	1.2	1.2	1.5
Capital expenditures	(0.5)	(0.6)	(0.4)	(0.3)
Investing cash flow	0.3	(4.0)	(0.1)	(0.3)
Buybacks	(0.4)	(0.4)	(0.0)	(0.0)
Dividends paid	(0.4)	(0.4)	(0.5)	(0.5)
Debt issuance / (repay)	(0.2)	3.1	(0.6)	(0.8)
Financing cash flow	(1.0)	2.1	(1.1)	(1.2)
Free cash flow	0.7	0.6	0.8	1.2

This space intentionally left blank — the next section begins on the following page

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Balance Sheet Structure ($B)

Cash Generation vs Capex ($B)

Left: what the balance sheet is made of — the gap between the assets bar and the liabilities bar is book equity. Right: whether the capex bar is covered by the operating-cash bar; where it is not, the difference was funded externally and free cash flow goes negative.

Ratio	FY22	FY23	FY24	FY25	FY26	TTM
PROFITABILITY
ROE	7.8%	-1.2%	9.9%	-17.9%	-2.4%	4%
ROA	3.9%	-0.6%	4.2%	-6.5%	-0.8%	1.4%
ROIC	6.1%	1.2%	6.0%	-3.9%	2.3%	3.2%
Gross margin	33.8%	32.8%	38.1%	38.8%	33.5%	38.7%
Operating margin	12.8%	1.8%	16.0%	-7.7%	4.0%	9.0%
Net margin	7.9%	-1.1%	9.1%	-14.1%	-1.5%	2.5%
EBITDA margin	18.3%	6.7%	20.7%	-1.8%	9.7%	14.6%
FCF margin	9.0%	8.4%	7.9%	9.4%	12.8%	—
VALUATION
P/E	20.56	-161.31	15.34	-9.76	-74.58	59.3
P/B	1.60	2.02	1.48	1.97	1.87	2.4
P/S	1.62	1.73	1.40	1.38	1.14	1.49
P/FCF	18.07	20.54	17.76	14.71	8.95	8.6
EV/EBITDA	11.90	31.38	11.77	-126.62	19.84	15.3
EV/Revenue	2.18	2.11	2.43	2.26	1.92	2.2
Earnings yield	4.9%	-0.6%	6.5%	-10.2%	-1.3%	1.69%
FCF yield	5.5%	4.9%	5.6%	6.8%	11.2%	11.67%

Ratio	FY22	FY23	FY24	FY25	FY26	TTM
LEVERAGE & SOLVENCY
Current ratio	1.03	1.44	0.52	0.81	0.78	0.87
Quick ratio	0.47	0.93	0.25	0.35	0.33	0.35
Debt / equity	0.57	0.61	1.11	1.28	1.28	1.20
Debt / assets	28.7%	29.5%	42.2%	44.2%	43.7%	42.6%
Net debt / EBITDA	3.03	5.72	5.02	-49.43	8.03	5.14
Interest coverage	6.24	0.94	4.83	-1.72	0.84	—

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Ratio	FY22	FY23	FY24	FY25	FY26	TTM
EFFICIENCY
Asset turnover	0.49	0.55	0.46	0.46	0.54	0.57
Receivables turnover	15.12	15.20	12.26	12.88	14.19	14.9
DSO (days)	24	24	30	28	26	25
DPO (days)	77	82	98	90	75	78
Cash conversion cycle	18	9	5	15	22	23
GROWTH (YoY)
Revenue growth	-0.0%	6.6%	-4.1%	6.7%	3.7%	—
Net income growth	-27.9%	-114.5%	914.9%	-265.4%	88.7%	—
EPS growth	-27.2%	-114.8%	907.2%	-265.4%	88.8%	—
FCF growth	-42.9%	-0.3%	-10.3%	27.0%	41.6%	—
PER SHARE ($)
EPS (diluted, TTM)	5.86	-0.87	6.99	-11.57	-1.30	2.15
Book value / share	75.51	69.17	72.31	57.17	51.96	53.85
Revenue / share	74.20	80.92	76.87	82.01	84.83	85.74
FCF / share	6.67	6.80	6.04	7.67	10.84	14.87
Cash / share	1.58	10.85	0.58	0.66	0.55	0.40
SHAREHOLDER RETURN & SCORES
Buyback yield	2.1%	2.5%	3.3%	0.0%	0.1%	0.05%
Altman Z-Score	1.95	2.02	1.20	1.01	1.15	1.5
Piotroski F-Score	7	6	5	5	5	8/9
Beneish M-Score	-2.53	-2.86	-2.33	-3.30	-2.90	-3.30

Model	Score	Zone	Note
Piotroski F-Score	8 / 9	Strong
Altman Z-Score	1.5	Distress (<1.81)	Distress
Income quality	N/M	Loss-making	OCF ÷ net income not meaningful with negative earnings; OCF itself is the signal
Beneish M-Score	-3.30	Non-manipulator	vs −2.22 threshold

DuPont Decomposition (TTM)	Value
Tax burden	0.54
Interest burden	0.54
Operating margin	8.6%
Asset turnover	0.54×
Financial leverage	2.91×
= ROE	4%

Growth Quality (live)	Value
Revenue stability	0.95
Earnings stability	0.27
Earnings persistence	0.20
Revenue CAGR 3y	2.7%
EPS CAGR 3y	—
FCF CAGR 3y	20.3%

This space intentionally left blank — the next section begins on the following page

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Buyback Yield0.05%

Dividend Yield3.47%

Total Shareholder Return3.71%cash yield

SBC / Revenue0.3%dilution pressure

Company	Mkt cap	P/E	ROE	Net margin	Rev growth	Piotroski	1-yr ret
MKC	$12.5B	8.4	23%	4.8%	+13.2%	6/9	-27.9%
HRL	$11.2B	32.4	4%	2.0%	+0.7%	4/9	-9.3%
GIS	$17.7B	-20.1	-11%	9.0%	-4.5%	4/9	-30.6%
DAR	$9.7B	16.3	12%	22.5%	+15.0%	8/9	+93.6%
LW	$7.4B	29.0	12%	1.7%	+0.9%	7/9	—
SFD	$7.3B	6.9	16%	6.5%	+104.3%	6/9	—
PPC	$7.0B	12.8	15%	0.3%	+1.4%	5/9	—
CAG	$6.9B	-3.6	-25%	6.7%	-1.8%	4/9	—

1-yr returns computed from adjusted price history; peers without a tracked series show —.

Buy

31 Analysts

Str Sell (0)Sell (2)Hold (13)Buy (16)Str Buy (0)

Mean Target (qtr)$139.0715 targets

Target vs. Price+9.1%last-quarter mean

Next Report2026-11-24street $2.50

Consensus estimates	Revenue mean	High / Low	EPS mean	High / Low	# EPS est.
FY2026	$9.04B	$9.06B / $9.02B	$9.02	$9.14 / $8.95	10
FY2027	$8.96B	$9.14B / $8.59B	$10.83	$11.13 / $9.82	11
FY2028	$9.07B	$9.25B / $8.66B	$11.05	$11.36 / $10.33	7

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Street Price Target — Trajectory

Window	Avg Target	vs. Price	# Targets
Last Month	$148.50	+16.5%	2
Last Quarter	$139.07	+9.1%	15
Last Year	$125.59	-1.4%	41
All Time	$128.43	+0.8%	69

Rolling mean of published targets vs. last close $127.43. Aggregated from StreetInsider, Benzinga, Pulse 2.0.

Third-Party Composite Rating

C+

DCF

4/5

ROE

2/5

ROA

2/5

Debt/Eq

1/5

P/E

1/5

P/B

3/5

Independent quant composite as of 2026-10-16; components scored 1–5 (5 best). Shown for contrast with the InsiderStreet Score — methodologies differ.

SJM +23.9% vs S&P 500 +15.9% — spread +8.0pp

Sector — XLP +11.4%

Peer Set — indexed to 100

All series indexed to 100 at the start of the window, adjusted closes.

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Candlesticks with SMA 20/50 overlay, Bollinger (20,2σ) band, volume, and Wilder RSI(14) — computed from live daily OHLCV.

Moving Average	Value	Distance	% Distance	Signal
SMA 20	$120.21	+7.22	+6.01%	Above
SMA 50	$122.40	+5.03	+4.11%	Above
SMA 200	$109.43	+18.00	+16.45%	Above
EMA 9	$122.32	+5.11	+4.18%	Above
EMA 21	$121.35	+6.08	+5.01%	Above
EMA 50	$120.62	+6.81	+5.65%	Above
EMA 200	$112.78	+14.65	+12.99%	Above

Series and readings from the nightly technical-indicator history — identical data to the site's ribbon chart. Supertrend segments colored by direction.

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

TECHNICAL VERDICTBULLISHPower Score +6220 of 22 indicator votes bullish

Family Scores (site weights)

Trend 30%100

Momentum 25%91

Volume 20%69

Volatility 10%67

Patterns 15%50

This Week100% bullishof 11 price-based votes

4 Weeks Ago36%+64 pts since

12 Weeks Ago100%+0 pts since

ReadImprovingweek-over-week trajectory

Price vs SMA 20$120.21

Price vs SMA 50$122.40

Price vs SMA 200$109.43

EMA 9/21 Cross122.3/121.3

SMA 50/200Golden

ADX DirectionADX 15

Supertrend$119

Parabolic SAR$117

SMA Slope0.220

RSI66.7

Stochastic K/D88/79

StochRSI K/D100/100

Williams %R-6

CCI213

TSI vs Signal3.9

CMO33.3

ROC8.71%

OBV SignalAccum

Chaikin MF-0.060

MFI63

Force Index1M

Elder Ray Bull6.84

RSI (14)30 oversold · 70 overbought

Stochastic %Kvs %D 79

Money Flowvolume-weighted RSI

ADXtrend strength · <20 weak

Williams %Rinverted scale

Level	Value	Level	Value
Pivot / R1 / R2	$125.89 / $127.73 / $129.52	S1 / S2	$124.10 / $122.26
Bollinger (20,2)	$114.33 – $126.09	Squeeze	Off
52-wk range	$88.25 – $135.89	Off 52-wk high	-6.2%
ATR (14)	$2.83 (2.2%)	Historical vol	23.8%

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

+0.6%Jan60%

+1.6%Feb55%

+2.7%Mar71%

-0.0%Apr45%

+0.1%May50%

-0.3%Jun55%

+2.0%Jul80%

+0.5%Aug45%

-1.0%Sep45%

+0.4%Oct50%

+1.4%Nov55%

+1.2%Dec60%

Sample: 20 years — treat short histories as suggestive, not statistical.

Computed from live weekly prices	SJM	S&P 500
Weekly volatility (σ, 1y)	4.35%	1.83%
Best / worst week (1y)	+13.9% / -7.9%	—
Max drawdown (5y, monthly)	-32.7%	—
1-week VaR (95%)	-5.8%	—
Beta (5y)	0.26	1.00

SJM EQUITY WEATHER (LIVE)PARTLY CLOUDY · +23

Trend+37

Momentum+62

Volume+37

Volatility-60

Breadth-22

MARKET REGIME (2026-10-16)NEUTRAL

VIX19.99Normal

Dow TheoryConfirmed Bearish

SPY / QQQ TSI7.2 / 4.7trend strength

Sector Strength46/100breadth average

Average sentiment of 191 stories, weekly buckets, −1 to +1.

This space intentionally left blank — the next section begins on the following page

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Overall+22.9+40.5 vs industry

Trend+37.0+59.2 vs industry

Momentum+62.3+68.0 vs industry

Volume+37.3+56.3 vs industry

Reading	SJM	Packaged Foods n=957	Consumer Defensive n=3,080	All US symbols n=70,435
Overall	+22.9	-17.6	-15.7	-20.5
Trend	+37.0	-22.2	-19.0	-21.3
Momentum	+62.3	-5.7	-6.2	-15.8
Volume	+37.3	-19.0	-5.0	-3.8

Trend, momentum and volume are computed per company. Volatility and breadth are market-regime values shared by every symbol in the universe, so they are reported once under Market Regime rather than compared here - a company cannot differ from its sector on a constant.

Executive	Total comp	Structure
Mark Smucker Chief Executive Officer, Presid	$10.9M	77% equity+incentive
John Brase Former President and Chief Operat	$4.9M	42% equity+incentive
Tucker Marshall Chief Financial Officer \| EV	$3.5M	76% equity+incentive
Robert Ferguson Chief Product Supply Officer	$3.3M	77% equity+incentive
Jeannette Knudsen Chief Legal Officer and Se	$2.7M	72% equity+incentive

Pillar (live disclosure scores)	Score
Environmental	63
Social	58
Governance	70
Composite ESG	63

Composite ESG Trend

Filed	8-K contents	Items
2026-08-26	Earnings Release; Exhibits	2.02,9.01
2026-08-17	Shareholder Vote	5.07
2026-06-09	Earnings Release; Exhibits	2.02,9.01
2026-03-03	Departure/Election of Directors; Appointment of Officers	5.02
2026-02-26	Results of Operations and Financial Condition; Financial Statements an	2.02,9.01
2026-02-26	Departure/Election of Directors; Appointment of Officers; Regulation F	5.02,7.01
2026-02-10	Departure/Election of Directors; Appointment of Officers; Other Events	5.02,8.01,9.01
2025-11-25	Results of Operations and Financial Condition; Financial Statements an	2.02,9.01

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Methodology. Every figure originates in InsiderStreet's production data layer and is computed deterministically by the same engines that power insiderstreet.ai. This factsheet contains no model-written text. Sections without underlying data are omitted rather than estimated.

DISCLOSURES. This document is produced by InsiderStreet.ai from live production data. It is not investment advice, not an offer or solicitation to buy or sell any security, and not a recommendation tailored to any person. Data is sourced as of the dates shown and may no longer be current. InsiderStreet.ai is not a registered investment adviser or broker-dealer. Investing involves risk, including loss of principal. Past performance does not guarantee future results. Do not make any investment decision based on this document. © 2026 InsiderStreet.ai — all rights reserved. Redistribution prohibited.

Data domain	Source	Coverage for this report
Price & volume	market_db.historical_prices	52 rows
Fundamentals	income_statements_annual	6 rows · 2021 to 2026
Reported vs consensus	fact/earnings_calendar	24 rows · 2020-11-24 to 2026-08-26
Analyst estimates	dim/forward_estimates	3 rows · 2026-04-30 to 2028-04-30
Institutional ownership (13F)	holdings_db.institutional_ownership_summary	98 rows · 2002 to 2026
Insider transactions (Form 4)	edgar/form4	12 rows · 2026-10-01
Proposed sales (Form 144)	edgar/form144	1 record
Beneficial ownership (13D/G)	edgar/13dg	3 rows · 2026-01-30 to 2026-04-30
Short-sale volume (FINRA)	edgar/short_volume_daily	60 rows · 2026-07-23 to 2026-10-15
Dark pool (ATS, tier 1)	edgar/darkpool_weekly	12 rows · 2026-06-15 to 2026-08-31
ETF & fund holding	etf_holdings_changelog (30d)	1 record
Peer set	stock_peers_dynamic	8 rows
Industry medians	industry_medians	1 record
Congressional trades	congress_db (House + Senate)	1 record
ESG	fact/esg_disclosures	1 record

Method. Every figure in this factsheet is looked up from a named field computed in code. It contains no model-written text.

Not covered. Short interest as a percent of float and days-to-cover are not in this data set — the short-sale figures above are FINRA volume, a flow, and cannot support squeeze or covering analysis. Options positioning and intraday data are also absent. 13F ownership is filed 45 days after quarter end and congressional trades are disclosed on a lag, so both describe a past position, not a current one.

The J. M. Smucker Company (SJM)

The J. M. Smucker Company (SJM)

Score Breakdown

Peer Comparison — IS Score

IS Score Trend — quarterly

The J. M. Smucker Company (SJM)

Institutions holding — 12 quarters

The J. M. Smucker Company (SJM)

Monthly Net Insider Flow (000 shares)

Signal Summary

The J. M. Smucker Company (SJM)

2.8 · Largest Reporting 13F Managers

2.9 · Top ETF & Fund Ownership

13F Filers Holding SJM — quarterly

Institutional Put/Call — quarterly

The J. M. Smucker Company (SJM)

Where SJM Trades in the Dark

The J. M. Smucker Company (SJM)

3.8 · Employees (SEC filings)

The J. M. Smucker Company (SJM)

The J. M. Smucker Company (SJM)

The J. M. Smucker Company (SJM)

Balance Sheet — Full

Cash Flow Statement — Full

The J. M. Smucker Company (SJM)

The J. M. Smucker Company (SJM)

The J. M. Smucker Company (SJM)

The J. M. Smucker Company (SJM)

Street Price Target — Trajectory

Third-Party Composite Rating

The J. M. Smucker Company (SJM)

The J. M. Smucker Company (SJM)

Family Scores (site weights)

The J. M. Smucker Company (SJM)

The J. M. Smucker Company (SJM)

The J. M. Smucker Company (SJM)