J.M. Smucker Co. (SJM) Named to Dividend Channel S.A.F.E. 25 List with $4.4 Annual Dividend
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 14 2026
0mins
Should l Buy SJM?
Source: NASDAQ.COM
- Strong Dividend Performance: J.M. Smucker Co. pays an annual dividend of $4.4 per share in quarterly installments, demonstrating robust return capabilities and stable cash flow, which enhances investor confidence.
- Consistent Dividend Growth: The company has been included in the 'Dividend Channel S.A.F.E. 25' list due to its history of consistent dividend increases over two decades, indicating strong financial health as it has never missed or lowered a dividend payment.
- ETF Holdings: J.M. Smucker represents 0.52% of the SPDR S&P Dividend ETF, which holds over $106 million worth of SJM shares, reflecting market recognition of its dividend reliability.
- Solid Industry Position: As a key player in the Food & Beverage sector, J.M. Smucker competes with companies like Mondelez International and Archer Daniels Midland, and its ongoing dividend growth helps maintain its competitive edge in the industry.
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Analyst Views on SJM
Wall Street analysts forecast SJM stock price to rise
12 Analyst Rating
5 Buy
7 Hold
0 Sell
Moderate Buy
Current: 111.010
Low
105.00
Averages
116.10
High
130.00
Current: 111.010
Low
105.00
Averages
116.10
High
130.00
About SJM
The J. M. Smucker Company is engaged in the manufacturing and marketing of branded food and beverage products on a worldwide basis. The Company’s branded food and beverage products include a portfolio of brands that are sold to consumers primarily through retail outlets in North America. The Company operates through four segments: U.S. Retail Coffee, U.S. Retail Frozen Handheld and Spreads, and U.S. Retail Pet Foods, and Sweet Baked Snacks. The U.S. Retail Coffee segment primarily includes the domestic sales of Folgers, Dunkin’, and Cafe Bustelo branded coffee. The U.S. Retail Frozen Handheld and Spreads segment primarily includes the domestic sales of Uncrustables, Jif, and Smucker’s branded products. The U.S. Retail Pet Foods segment primarily includes the domestic sales of Meow Mix, Milk-Bone, Pup-Peroni, and Canine Carry Outs branded products. The Sweet Baked Snacks segment primarily includes all domestic and foreign sales of Hostess branded products across all channels.
About the author

Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.

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- Rating Adjustments: Morgan Stanley downgraded J.M. Smucker Company from Overweight to Equal Weight on January 16, lowering the price target from $115 to $105, reflecting profit recovery risks amid increasing competition in the food sector following a strong performance.
- Market Pressures: The firm highlighted that the U.S. food industry is facing rising trends in value-focused pricing and private label products, which are intensifying sales pressures and limiting profit recovery potential, with 2026 expected to be a challenging year.
- Other Rating Changes: TD Cowen cut its price target from $111 to $105 on January 8 while maintaining a Hold rating, emphasizing the ongoing impact of muted pricing and negative growth in the consumer staples sector.
- Optimistic Outlook: Despite challenges, Wells Fargo assigned a Buy rating to J.M. Smucker Company on January 13 with a price target of $120, indicating confidence in the company's future growth potential.
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- Conference Schedule: J.M. Smucker Co. will hold a presentation at the 2026 CAGNY Conference on February 18 at 2:00 p.m. EST, inviting investor engagement.
- Earnings Release: The company plans to release its Q3 fiscal 2026 financial results on February 26, 2026, providing financial statements and segment information to enhance transparency.
- Live Webcast: On the earnings release date, J.M. Smucker will host a live Q&A session at 9:00 a.m. EST, featuring CEO Mark Smucker and CFO Tucker Marshall, fostering investor interaction.
- Brand Diversity: J.M. Smucker Co. boasts a diverse brand portfolio in North America, including Folgers, Jif, and Meow Mix, committed to delivering quality food that consumers trust, driving sustainable business growth.
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- Earnings Release Schedule: J.M. Smucker Co. plans to release its Q3 fiscal 2026 financial results on February 26, 2026, providing financial statements and segment information that are expected to significantly impact investor sentiment.
- Management Presentation: The company will present at the CAGNY Conference on February 18, 2026, with CEO Mark Smucker and CFO Tucker Marshall participating in a Q&A session, enhancing engagement with investors.
- Live Webcast: On the earnings release day, J.M. Smucker will host a live Q&A session at 9:00 a.m., allowing investors to gain real-time insights from management, thereby increasing transparency and trust.
- Brand Diversity: J.M. Smucker Co. leads in categories such as coffee, peanut butter, and pet food, showcasing its strong brand influence in the North American market and further solidifying its market position.
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