Magnera Corporation (MAGN)

• Market cap: $519M
• 1 day: -0.54%
• 5 days: 6.85%
• 1 month: -19.22%
• 3 months: -21.47%
• 6 months: -40.29%
• Year to date: -18.64%
• 1 year: -21.09%
• 5 years: -92.27%
• 10 years: -95.45%
• Sector: Materials
• Industry: Paper & Paper Products

About: Magnera Corp formerly Glatfelter Corporation manufactures and sells a variety of paper and fiber products. The company's reportable segments are; Composite Fibers, Spunlace. and Airlaid Materials. The Airlaid Materials segment which is also its key revenue generating segment, is a supplier of cellulose-based airlaid nonwoven materials used to manufacture consumer products for end-user markets. The Airlaid Materials segment produces materials used in feminine hygiene, specialty wipes, tabletop, home care, and other consumables. Geographically, the company derives majority of its revenue from Americas and rest from Europe, Middle East, Africa and Asia Pacific markets.

Employees: 2,867

Fund manager confidence

Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

4,696% more call options, than puts

Call options by funds: $9.5M | Put options by funds: $198K

1,132% more capital invested

Capital invested by funds: $51.7M [Q3] → $637M (+$586M) [Q4]

861% more first-time investments, than exits

New positions opened: 173 | Existing positions closed: 18

350% more funds holding in top 10

Funds holding in top 10: 2 [Q3] → 9 (+7) [Q4]

199% more funds holding

Funds holding: 77 [Q3] → 230 (+153) [Q4]

36.69% more ownership

Funds ownership: 62.58% [Q3] → 99.27% (+36.69%) [Q4]

40% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 35

Research analyst outlook

1 Wall Street Analyst provided 1 year price targets over the past 3 months

• Low target: $24 64% upside
• Avg. target: $24 64% upside
• High target: $24 64% upside

1 analyst rating

• positive: 1 100%
• neutral: 0 0%
• negative: 0 0%

Wells Fargo Gabe Hajde 44% 1-year accuracy 28 / 63 met price target

64% upside $24

Overweight Maintained

7 Feb 2025