Amcor

AMCR

Market cap $19.9B

Amcor, a Switzerland-based, UK-domiciled global packaging company, is now a $19 billion (by market cap) packaging leader. AMCR increased its dividend for seven consecutive years. Amcor moved its revenue from $4 billion in FY 2017 to $15 billion in FY 2025, a compound annual growth rate of 15.8%.

Amcor's recent merger with Berry makes it the largest consumer packaging company and enhances economies of scale. It plays a crucial role in the global consumer economy, offering a broad range of packaging formats for dozens of well-known food and healthcare brands. The business looks cheap, trading at 10x projected FCF for FY 2026.

The ProShares S&P 500 Dividend Aristocrat ETF (NOBL) underperformed SPY in 2025, gaining 7.2% versus SPY's 18.42%. Despite average underperformance, select Aristocrats like CAH (+74.18%), ALB (+66.90%), and CHRW (+61.22%) delivered strong double-digit returns. Dividend growth for the Aristocrats slowed to 5.52% in 2025, down from 5.78% in 2024, with 68 of 69 raising payouts.

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Split-adjusted shares expected to begin trading on January 15, 2026 Second quarter fiscal 2026 per share metrics to be reported on a split-adjusted basis ZURICH , Dec. 11, 2025 /PRNewswire/ -- Amcor plc (NYSE: AMCR; ASX: AMC), a global leader in developing and producing responsible packaging solutions, announced today it will proceed with the 1-for-5 reverse stock split previously approved by Amcor shareholders at its annual general meeting of shareholders held on November 6, 2025. Amcor expects to file an amendment to its memorandum of association to effect the reverse stock split after the close of trading on January 14, 2026, and Amcor ordinary shares will begin trading on a split-adjusted basis on January 15, 2026.

S&P 500 high-yield 'safer' dividend stocks offer attractive upside, with twelve currently meeting the dogcatcher ideal of dividends exceeding share prices. Analyst targets forecast 21.14% to 44.05% net gains for top-ten S&P 500 dividend dogs by December 2026, with an average 28.35% gain and lower-than-market volatility. Stocks with negative free cash flow margins—fifteen of the top fifty—are flagged as unsafe for dividend sustainability despite high yields.

At 24/7 Wall St., we have closely followed dividend-paying stocks for over 15 years.

The ProShares S&P 500 Dividend Aristocrats ETF (NOBL) has underperformed the SPDR S&P 500 ETF (SPY) year-to-date, but November shows a reversal. Several Dividend Aristocrats, including CAH, CAT, CHRW, and ALB, have posted double-digit gains in 2025, while others lag behind. Dividend growth among Aristocrats averages 5.46% for 2025, with most constituents announcing increases, though growth is slightly below 2024 levels.

Amcor plc enters FY26 with strong momentum, with its revenue climbing 71.3%, driven by the recent acquisition of Berry Solutions. Although organic demand is expected to stay soft, continued strength in Asia offers substantial revenue contribution. Despite volume pressure, disciplined cost management and enhanced productivity are expected to provide support to overall margins in FY26.