AmcorAMCR
AMCR
About: Amcor is a global producer of plastic packaging primarily for the fast-moving consumer goods industry. About 90% of earnings are exposed to the flexible packaging business. This is soft disposable plastic for a variety of food, drink, healthcare, and hygiene products. The remainder of earnings are from the Latin and North American rigids business, which is primarily beverage bottling for the soft drink industry. Operating in more than 35 countries, Amcor has market share in its established regions of North America, Latin America, Europe, and Asia-Pacific. About half of group sales are derived from North America and the remainder is split equally between Western Europe and emerging markets. Australia and New Zealand sales make up less than 5% of group sales.
Employees: 35,000
0
Funds holding %
of 7,457 funds
–
Analysts bullish %
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
114% more call options, than puts
Call options by funds: $63.8M | Put options by funds: $29.8M
80% more first-time investments, than exits
New positions opened: 101 | Existing positions closed: 56
60% more repeat investments, than reductions
Existing positions increased: 287 | Existing positions reduced: 179
18% more capital invested
Capital invested by funds: $7.86B [Q4 2024] → $9.26B (+$1.4B) [Q1 2025]
8.79% more ownership
Funds ownership: 57.2% [Q4 2024] → 65.99% (+8.79%) [Q1 2025]
5% more funds holding
Funds holding: 610 [Q4 2024] → 642 (+32) [Q1 2025]
14% less funds holding in top 10
Funds holding in top 10: 7 [Q4 2024] → 6 (-1) [Q1 2025]
Research analyst outlook
1 Wall Street Analyst provided 1 year price targets over the past 3 months
Low target
$11
17%
upside
Avg. target
$11
17%
upside
High target
$11
17%
upside
1 analyst rating
1 positive
100%
0 neutral
0%
0 negative
0%
Truist Securities Michael Roxland 39% 1-year accuracy 22 / 57 met price target | 17%upside $11 | Buy Maintained | 22 Apr 2025 |
Financial journalist opinion
Based on 14 articles about AMCR published over the past 30 days
Negative
Zacks Investment Research
1 week ago
3 Packaging Stocks to Keep an Eye on Despite Industry Headwinds
Although weak demand and tariffs cloud the Zacks Containers - Paper and Packaging industry's near-term outlook, BXBLY, AMCR and ATR are navigating the challenges well.
Negative
Zacks Investment Research
2 weeks ago
Amcor Meets Earnings Estimates in Q3, Closes Berry Global Merger
AMCR's fiscal Q3 results reflect flat y/y volumes and unfavorable foreign currency impact. It expects 12% EPS accretion in FY26 from the Berry Global merger.
Neutral
Seeking Alpha
2 weeks ago
Amcor plc (AMCR) Q3 2025 Earnings Call Transcript
Amcor plc (NYSE:AMCR ) Q3 2025 Earnings Conference Call April 30, 2025 5:30 PM ET Company Participants Tracey Whitehead - Head, Investor Relations Peter Konieczny - Interim Chief Executive Officer Michael Casamento - Chief Financial Officer Conference Call Participants Ghansham Panjabi - Baird Anthony Pettinari - Citi Daniel Kang - CLSA Matt Roberts - Raymond James Jakob Cakarnis - Jarden Australia George Staphos - Bank of America Brook Campbell-Crawford - Barrenjoey John Purtell - Macquarie Group Mike Roxland - Truist Securities Keith Chau - MST Financial Nathan Reilly - UBS Samuel Seow - Citi Cameron McDonald - E&P Arun Viswanathan - RBC Capital Markets Operator Well, good day, everyone. And welcome to Amcor's Fiscal 2025 Third Quarter Results Conference.
Neutral
Zacks Investment Research
2 weeks ago
Compared to Estimates, Amcor (AMCR) Q3 Earnings: A Look at Key Metrics
While the top- and bottom-line numbers for Amcor (AMCR) give a sense of how the business performed in the quarter ended March 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Positive
Zacks Investment Research
2 weeks ago
Amcor (AMCR) Q3 Earnings Match Estimates
Amcor (AMCR) came out with quarterly earnings of $0.18 per share, in line with the Zacks Consensus Estimate. This compares to earnings of $0.18 per share a year ago.
Neutral
PRNewsWire
2 weeks ago
Amcor closes Berry Global merger, reports third quarter result and updates fiscal 2025 outlook
March 2025 Quarter Highlights: Net sales of $3,333 million; GAAP Net income of $196 million; GAAP diluted earnings per share (EPS) of 13.6 cps; Adjusted EBIT of $384 million, in line with last year on a comparable constant currency basis; and Adjusted EPS of 18.0 cps, up 5% on a comparable constant currency basis. YTD Highlights - Nine Months Ended March 31, 2025: Net sales of $9,927 million; GAAP Net income of $550 million; GAAP diluted EPS of 38.0 cps; Adjusted EBIT of $1,112 million, up 3% on a comparable constant currency basis; and Adjusted EPS of 50.3 cps, up 5% on a comparable constant currency basis.
Neutral
PRNewsWire
2 weeks ago
Amcor completes combination with Berry Global; Positioned to significantly enhance value for customers and shareholders
Creates broader more complete portfolio with scale and global breadth, brings together material science and innovation capabilities required to revolutionize product development, enhances positions in attractive categories Provides clear visibility to approximately 12% EPS accretion in FY26 through synergy benefits alone 35%+ EPS accretion by end of FY28 through $650 million total synergies Expected annual cash flow of over $3 billion by FY28 provides significant capacity to fund organic reinvestment, value accretive M&A and capital returns to shareholders through a compelling dividend and share repurchases Unlocks further opportunities to refine portfolio, to enhance average growth rates, margins and cash generation ZURICH , April 30, 2025 /PRNewswire/ -- Amcor plc ("Amcor") (NYSE: AMCR, ASX: AMC) today announced the successful completion of its all-stock combination with Berry Global ("Berry"), effective today. Through this combination, Amcor enhances its position as a global leader in consumer and healthcare packaging solutions with the unique material science and innovation capabilities required to revolutionize product development and meet customers' and consumers' sustainability aspirations.
Positive
Seeking Alpha
2 weeks ago
Best Dividend Aristocrats For May 2025
Despite a strong start, the Dividend Aristocrats are underperforming the S&P 500 in April, with NOBL down 4.88% and SPY down 1.53%. The best-performing Dividend Aristocrats YTD include Consolidated Edison (+25.65%), Cardinal Health (+17.82%), and Coca-Cola (+16.18%). 33 out of 69 Dividend Aristocrats have announced dividend increases in 2025, with an average growth rate of 4.33%.
Neutral
PRNewsWire
2 weeks ago
Okta Set to Join S&P MidCap 400
NEW YORK , April 28, 2025 /PRNewswire/ -- Okta Inc. (NASD: OKTA) will replace Berry Global Group Inc. (NYSE: BERY) in the S&P MidCap 400 effective prior to the opening of trading on Thursday, May 1. S&P 500 constituent Amcor plc (NYSE: AMCR) is acquiring Berry Global Group in a deal expected to close soon, pending final closing conditions.
Positive
Zacks Investment Research
2 weeks ago
Amcor to Report Q3 Earnings: Here's What to Expect for the Stock
AMCR Q3 earnings are expected to have gained from volume growth, offset by higher costs.
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