How Smucker’s 24th Consecutive Dividend Hike (SJM) Has Changed Its Investment Story

• The J.M. Smucker Co. recently announced a 2% increase in its quarterly dividend, raising it from US$1.08 to US$1.10 per share, with the next payout scheduled for September 2, 2025, to shareholders of record as of August 15, 2025.
• This marks the 24th consecutive fiscal year of dividend growth, underscoring the company's consistent commitment to delivering value to shareholders amid changing market conditions.
• We'll examine how Smucker's long-standing record of increasing dividends may reinforce its investment case and future outlook.

AI is about to change healthcare. These 26 stocks are working on everything from early diagnostics to drug discovery. The best part - they are all under $10b in market cap - there's still time to get in early.

J. M. Smucker Investment Narrative Recap

To be a shareholder in J.M. Smucker, you need confidence in its ability to deliver stable dividends while navigating competitive food categories, commodity cost pressures, and the integration of recent acquisitions like Hostess. The company’s latest dividend increase is a positive signal of management’s commitment but does not materially change the key short-term catalyst, which remains successful turnaround and earnings growth from the Hostess brand. The primary risk still centers on whether Smucker can overcome operational and cost headwinds that have recently weighed on both revenue and profit outlooks.

Among recent announcements, Smucker revealed the upcoming retirement of its Chief Marketing Officer, Gail Hollander, effective April 2026. Leadership transitions like this can influence how effectively the company executes its brand strategies, which is especially relevant given current pressures in its Sweet Baked Snacks business, a segment critical to both the Hostess turnaround story and management’s wider growth ambitions.

Yet, with Smucker’s slow revenue growth rate and exposure to volatile commodity costs, investors should also consider how ...

Read the full narrative on J. M. Smucker (it's free!)

J. M. Smucker’s outlook projects $9.2 billion in revenue and $1.0 billion in earnings by 2028. This scenario assumes a 1.5% yearly revenue growth rate and a $1.26 billion increase in earnings from current earnings of -$256.7 million.

Uncover how J. M. Smucker's forecasts yield a $120.14 fair value, a 10% upside to its current price.

Exploring Other Perspectives

The Simply Wall St Community generated three fair value estimates for J.M. Smucker, ranging from US$117 to US$213.92 per share. While projections point to eventual profitability, the company’s exposure to rising green coffee costs may challenge future earnings, providing much to weigh when comparing viewpoints.

Explore 3 other fair value estimates on J. M. Smucker - why the stock might be worth just $117.00!

Build Your Own J. M. Smucker Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your J. M. Smucker research is our analysis highlighting 2 key rewards and 2 important warning signs that could impact your investment decision.
• Our free J. M. Smucker research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate J. M. Smucker's overall financial health at a glance.

Looking For Alternative Opportunities?

These stocks are moving-our analysis flagged them today. Act fast before the price catches up:

• Rare earth metals are an input to most high-tech devices, military and defence systems and electric vehicles. The global race is on to secure supply of these critical minerals. Beat the pack to uncover the 27 best rare earth metal stocks of the very few that mine this essential strategic resource.
• Trump's oil boom is here - pipelines are primed to profit. Discover the 22 US stocks riding the wave.
• Find companies with promising cash flow potential yet trading below their fair value.

This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com