SJM dividend analysis

SJM dividend deep dive

Dividend snapshot for SJM: 1.30% yield, 73% payout, $1.99 annual distribution per share. The growth track record sits at 24 consecutive years of dividend hikes.

Safety inventory on SJM: 69/100 composite, anchored on the 78/100 Quality pillar. Fair-safety band on the framework.

Hold-and-reinvest math: SJM at 1.30% yield + 14.3% distribution growth produces 7.7% / 15.9% / 34.3% cumulative income at 5y / 10y / 20y horizons. Capital appreciation is separate.

Three sector peers anchor the SJM comparison: KO (5.00%), PG (1.50%), PEP (2.90%). The mean peer yield is 3.13%, against 1.30% on SJM. Use the relative position to size the income premium or discount in the thesis.

SJM payment timeline: ex-dividend 2026-03-01, pay date 2026-03-15. The next declaration is the catalyst for the next data point on the consecutive-growth streak, which currently stands at 24 years.

Income summary on SJM: 1.30% / 14.3% / 69. Three numbers — yield, growth, safety. The thesis hinges on whether the Quality pillar (78/100) holds through the next cycle.