The J. M. Smucker Company witnessed significant market activity with
Engineers Gate Manager LP investing $109.90 Million and
Ilex Capital Partners UK LLP,
Natixis,
Amundi expanding their stakes.
Korea Investment CORP, Round Hill Asset Management, Marshall Wace LLP, and other big names in asset management also upped their stakes. However,
California Public Employees Retirement System, Legal & General Group Plc, and Boston Partners downsized their stakes.
Handelsbanken Fonder AB and
JPMorgan Chase & Co. followed suit.
Invesco Ltd. raised their stakes while
XTX Topco Ltd invested $5.47 Million.
Rhumbline Advisers and others increased stock holdings, a positive indication for the company. They delivered their FY 2025 Q4 results and FY 2026 Q1 and Q2 results. Yet, stock margins faced pressure under challenging coffee tariffs. Despite headwinds, the company posted a swing to $241M Q2 profit. Smuckers declared a dividend, drew criticism from Jim Cramer, and announced key organizational changes, including the retirement of their Chief Marketing Officer, new Presidency tenure for John Brase, and changes to US retail Pet Foods and Sweet Baked Snacks Leadership.
Stifel maintains a hold recommendation.
The JM Smucker Company SJM News Analytics from Fri, 31 Jan 2025 08:00:00 GMT to Sat, 13 Dec 2025 10:47:08 GMT -
Rating -1
- Innovation 2
- Information 2
- Rumor -1
