Clearwater PaperCLW
CLW
About: Clearwater Paper Corp is engaged in the manufacturing and supplier of Solid Bleached Sulfate (SBS) paperboard packaging products. The company products includes: SBS paperboard which is a premium paperboard grade that is frequently used to produce folding cartons, food service, commercial printing items. It generates maximum revenue from Pulp and Paperboard segment. Company operate in United States and have globalized access too. Geographically, it derives maximum revenue from the United States.
Employees: 2,200
0
Funds holding %
of 7,312 funds
–
Analysts bullish %
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
158% more call options, than puts
Call options by funds: $22.8M | Put options by funds: $8.81M
2.28% less ownership
Funds ownership: 87.64% [Q4 2024] → 85.36% (-2.28%) [Q1 2025]
7% less funds holding
Funds holding: 171 [Q4 2024] → 159 (-12) [Q1 2025]
19% less capital invested
Capital invested by funds: $431M [Q4 2024] → $350M (-$80.5M) [Q1 2025]
24% less repeat investments, than reductions
Existing positions increased: 45 | Existing positions reduced: 59
28% less first-time investments, than exits
New positions opened: 26 | Existing positions closed: 36
75% less funds holding in top 10
Funds holding in top 10: 4 [Q4 2024] → 1 (-3) [Q1 2025]
Research analyst outlook
We haven’t received any recent analyst ratings for CLW.
Financial journalist opinion
Positive
Seeking Alpha
2 days ago
Clearwater Paper Corporation: Attractive Valuation And Positive Upside To Price (Rating Upgrade)
We previously held a neutral rating on Clearwater Paper due to lack of catalysts, limited growth, and high maintenance CAPEX. After Q1 results and the Augusta Georgia facility acquisition, we upgraded Clearwater to Buy, seeing a constructive outlook. Q1 sales jumped 46% and adjusted EBITDA doubled to $30 million, beating Wall Street and management expectations.
Neutral
Business Wire
1 month ago
Clearwater Paper Announces Participation in Wells Fargo Industrials & Materials Conference
SPOKANE, Wash.--(BUSINESS WIRE)--Clearwater Paper Corporation (NYSE: CLW) (“Clearwater Paper” or the “Company”), today announced upcoming participation in the Wells Fargo 2025 Industrials & Materials Conference on June 10, 2025, in Chicago, IL. President and Chief Executive Officer Arsen Kitch will participate in a fireside chat at the conference. He and Senior Vice President and Chief Financial Officer Sherri Baker will also be available for one-on-one and small group investor meetings tha.
Positive
Seeking Alpha
2 months ago
Clearwater Paper: Boring Papermill/Cardboard Maker, Potential 25% FCF Yield Over Time
Clearwater Paper's 2024 asset shuffle and debt reduction effort position the company for strong future performance, with management targeting $100+ million in annual free cash flow soon. Clearwater's valuation is attractive, with price to sales and book value ratios telegraphing the potential for investment outperformance versus the S&P 500 in coming years. U.S.-focused operations and low-interest expense provide a competitive edge, especially amid a trade war with rising raw material costs.
Neutral
Seeking Alpha
2 months ago
Clearwater Paper Corporation (CLW) Q1 2025 Earnings Call Transcript
Start Time: 17:00 January 1, 0000 5:27 PM ET Clearwater Paper Corporation (NYSE:CLW ) Q1 2025 Earnings Conference Call April 29, 2025, 17:00 PM ET Company Participants Arsen Kitch - President, CEO and Director Sherri Baker - SVP and CFO Sloan Bohlen - IR Conference Call Participants Matthew McKellar - RBC Capital Markets Operator Ladies and gentlemen, thank you for standing by. My name is Carmen, and I will be your conference operator today.
Neutral
Business Wire
2 months ago
Clearwater Paper Reports First Quarter 2025 Results
SPOKANE, Wash.--(BUSINESS WIRE)--Clearwater Paper Corporation (NYSE:CLW), a premier independent supplier of bleached paperboard to North American converters, today reported financial results for the first quarter ended March 31, 2025. FIRST QUARTER HIGHLIGHTS Net sales of $378 million, up 46% primarily due to incremental volume from our Augusta acquisition Net loss from continuing operations of $6 million, or $0.36 per diluted share compared net loss of $2 million, or $0.12 per diluted share Ne.
Neutral
Business Wire
2 months ago
Clearwater Paper Announces Availability and Timing of First Quarter 2025 Earnings Conference Call and Webcast
SPOKANE, Wash.--(BUSINESS WIRE)--Clearwater Paper Corporation (NYSE: CLW) will release its first quarter 2025 results on Tuesday, April 29, 2025, after market close.
Neutral
Business Wire
4 months ago
Clearwater Paper Announces Participation in Bank of America Global Agricultural and Materials Conference
SPOKANE, Wash.--(BUSINESS WIRE)--Clearwater Paper Corporation (NYSE: CLW) today announced upcoming participation in the Bank of America 2025 Global Agricultural and Materials Conference on February 27, 2025, in Ft Lauderdale, FL. President and Chief Executive Officer Arsen Kitch will speak at the conference. He and Senior Vice President and Chief Financial Officer Sherri Baker will be available for one-on-ones and small group investor meetings that day. About Clearwater Paper Corporation Clearw.
Positive
Seeking Alpha
4 months ago
A Strong Quarter For Clearwater Paper, But I'm Not Convinced
Clearwater Paper Corporation has shown strong Q4 performance, beating Wall Street forecasts with significant EPS and revenue growth amidst a strategic overhaul. Despite high debt and declining EBITDA, Clearwater's cost-cutting measures and focus on paperboard manufacturing position it for potential long-term growth. Market conditions are stabilizing, with projected demand increases and a strategic divestment of the tissue business improving Clearwater's financial flexibility.
Negative
Benzinga
4 months ago
Applied Materials, Informatica, Clearwater Paper And Other Big Stocks Moving Lower In Friday's Pre-Market Session
U.S. stock futures were lower this morning, with the Dow futures falling over 100 points on Friday.
Neutral
Seeking Alpha
4 months ago
Clearwater Paper Corporation (CLW) Q4 2024 Earnings Conference Call Transcript
Clearwater Paper Corporation (NYSE:CLW ) Q4 2024 Earnings Conference Call February 13, 2025 5:00 PM ET Company Participants Sloan Bohlen - IR Arsen Kitch - President, CEO and Director Sherri Baker - SVP and CFO Conference Call Participants Matthew McKellar - RBC Capital Markets Operator Good afternoon, ladies and gentlemen, and thank you for standing by. My name is Kevin, and I will be your conference operator today.
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