HomeCompareSJM vs HESM

SJM vs HESM: Dividend Comparison 2026

SJM yields 4.60% · HESM yields 7.51%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 HESM wins by $23.74M in total portfolio value
10 years
SJM
SJM
● Live price
4.60%
Share price
$95.17
Annual div
$4.38
5Y div CAGR
23%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$54.1K
Annual income
$8,456.23
Full SJM calculator →
HESM
HESM
● Live price
7.51%
Share price
$39.50
Annual div
$2.97
5Y div CAGR
62%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$23.79M
Annual income
$19,655,759.86
Full HESM calculator →

Portfolio growth — SJM vs HESM

📍 HESM pulled ahead of the other in Year 1

Annual dividend income

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Recession Test — Did They Cut Dividends?

How each stock treated shareholders during the 3 biggest crises of the last 20 years

Crisis PeriodSJMHESM
2008–2009
GFC
— No data— No data
2020 Q1–Q2
COVID
— No data— No data
2022 Q4
Rate Hike
— No data— No data
Based on dividend payment history. "Increased" = dividend grew during crisis. "Maintained" = held within 3%. "Cut" = reduced by more than 3%.
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Dividend Calendar Overlap

Combined, SJM + HESM cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
SJM pays
HESM pays
Both pay
Neither
💰

Tax Bracket Optimizer

Which stock is actually better after tax? Adjust your rate to find out.

SJM
Annual income on $10K today (after 15% tax)
$391.19/yr
After 10yr DRIP, annual income (after tax)
$7,187.80/yr
HESM
Annual income on $10K today (after 15% tax)
$638.19/yr
After 10yr DRIP, annual income (after tax)
$16,707,395.88/yr
At 15% tax rate, HESM beats the other by $16,700,208.09/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

What's the optimal mix of SJM + HESM for your $10,000?

SJM: 50%HESM: 50%
100% HESM50/50100% SJM
Portfolio after 10yr
$11.92M
Annual income
$9,832,108.05/yr
Blended yield
82.46%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on SJM right now

SJM
Analyst Ratings
13
Buy
14
Hold
2
Sell
Consensus: Hold
Price Target
$111.25
+16.9% upside vs current
Range: $105.00 — $117.00
Altman Z
0.9
Piotroski
4/9
HESM
Analyst Ratings
2
Buy
7
Hold
Consensus: Hold
Price Target
$35.00
-11.4% upside vs current
Range: $35.00 — $35.00
Altman Z
2.4
Piotroski
6/9
Analyst ratings via FMP. Altman Z-Score: >3.0 safe, 1.81–3.0 grey zone, <1.81 distress. Piotroski: 7–9 strong, 0–3 weak.
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SJM buys
0
HESM buys
0
No recent congressional trades found for SJM or HESM in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSJMHESM
Forward yield4.60%7.51%
Annual dividend / share$4.38$2.97
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR23%62%
Portfolio after 10y$54.1K$23.79M
Annual income after 10y$8,456.23$19,655,759.86
Total dividends collected$29.1K$23.42M
Payment frequencyquarterlyquarterly
SectorConsumer StaplesStock
Analyst consensusHoldHold
Analyst price target$111.25$35.00

Year-by-year: SJM vs HESM ($10,000, DRIP)

YearSJM PortfolioSJM Income/yrHESM PortfolioHESM Income/yrGap
1← crossover$11,266$566.08$11,916$1,216.31$650.00HESM
2$12,788$733.12$14,945$2,194.41$2.2KHESM
3$14,640$956.57$20,158$4,166.77$5.5KHESM
4$16,923$1,258.84$30,078$8,509.06$13.2KHESM
5$19,781$1,672.81$51,406$19,222.83$31.6KHESM
6$23,413$2,247.63$104,746$49,741.23$81.3KHESM
7$28,110$3,058.17$265,529$153,450.84$237.4KHESM
8$34,298$4,220.74$873,062$588,946.10$838.8KHESM
9$42,619$5,920.02$3,866,015$2,931,838.98$3.82MHESM
10$54,059$8,456.23$23,792,396$19,655,759.86$23.74MHESM

SJM vs HESM: Complete Analysis 2026

SJMConsumer Staples

The J. M. Smucker Company manufactures and markets branded food and beverage products worldwide. It operates in three segments: U.S. Retail Pet Foods, U.S. Retail Coffee, and U.S. Retail Consumer Foods. The company offers mainstream roast, ground, single serve, and premium coffee; peanut butter and specialty spreads; fruit spreads, shortening and oils, and frozen sandwiches and snacks; pet food and pet snacks; and foodservice hot beverage, foodservice portion control, and flour products, as well as dog and cat food, frozen handheld products, juices and beverages, and baking mixes and ingredients. It provides its products under the Meow Mix, 9Lives, Kibbles 'n Bits, Milk-Bone, Pup-Peroni, Rachael Ray Nutrish and Nature's Recipe, Folgers, Café Bustelo, Dunkin', Folgers, Café Bustelo, 1850, Jif, Smucker's, Smucker's Uncrustables, Robin Hood, and Five Roses. The company sells its products through direct sales and brokers to food retailers, club stores, discount and dollar stores, online retailers, pet specialty stores, natural foods stores and distributors, drug stores, military commissaries, and mass merchandisers. Smucker Company was founded in 1897 and is headquartered in Orrville, Ohio.

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HESMStock

Hess Midstream LP owns, develops, operates, and acquires midstream assets. The company operates through three segments: Gathering; Processing and Storage; and Terminaling and Export. The Gathering segment owns natural gas gathering and compression; crude oil gathering systems; and produced water gathering and disposal facilities. Its gathering systems consists of approximately 1,350 miles of high and low pressure natural gas and natural gas liquids gathering pipelines with capacity of approximately 450 million cubic feet per day; and crude oil gathering system comprises approximately 550 miles of crude oil gathering pipelines. The Processing and Storage segment comprises Tioga Gas Plant, a natural gas processing and fractionation plant located in Tioga, North Dakota; a 50% interest in the Little Missouri 4 gas processing plant located in south of the Missouri River in McKenzie County, North Dakota; and Mentor Storage Terminal, a propane storage cavern and rail, and truck loading and unloading facility located in Mentor, Minnesota. The Terminaling and Export segment owns Ramberg terminal facility; Tioga rail terminal; and crude oil rail cars, as well as Johnson's Corner Header System, a crude oil pipeline header system. Hess Midstream LP was founded in 2014 and is based in Houston, Texas.

Full HESM Calculator →
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⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.