Suzano
About: Suzano SA produces and sells pulp and a variety of paper products. The company organizes itself into two segments based on product type: Pulp and Paper. The Pulp segment generates the majority of revenue. The firm's product portfolio includes printing and writing paper, paperboard, diapers, and sanitary napkins. The company owns forest land and plants in Brazil, where it harvests timber and turns the timber into pulp and paper in its plants.
Employees: 23,980
0
Funds holding %
of 7,296 funds
–
Analysts bullish %
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
123% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 13
30% more repeat investments, than reductions
Existing positions increased: 48 | Existing positions reduced: 37
12% more funds holding
Funds holding: 121 [Q4 2024] → 135 (+14) [Q1 2025]
0.35% more ownership
Funds ownership: 4.02% [Q4 2024] → 4.36% (+0.35%) [Q1 2025]
2% less capital invested
Capital invested by funds: $520M [Q4 2024] → $512M (-$7.99M) [Q1 2025]
50% less funds holding in top 10
Funds holding in top 10: 6 [Q4 2024] → 3 (-3) [Q1 2025]
91% less call options, than puts
Call options by funds: $359K | Put options by funds: $4.04M
Research analyst outlook
We haven’t received any recent analyst ratings for SUZ.
Financial journalist opinion
Based on 5 articles about SUZ published over the past 30 days
Positive
Seeking Alpha
3 days ago
Suzano: This Is Why The Market Like The JV With Kimberly-Clark
Suzano has proposed a 51% joint venture with Kimberly-Clark to jointly operate their tissue division outside the U.S. The deal covers Kimberly-Clark's tissue operations in Asia, Oceania, Europe, and Central America, spanning 22 mills in 14 countries. The share's upside is 38%, because the market can understand the JV as a first step for the company to have more diversified businesses.
Positive
Zacks Investment Research
1 week ago
Suzano & Kimberly-Clark to Form Global Tissue Joint Venture
SUZ teams up with Kimberly-Clark to form a $3.4B global tissue JV spanning more than 70 countries and 22 facilities.
Neutral
Business Wire
1 week ago
Suzano and Kimberly-Clark Announce the Creation of a Global Tissue Company Operating in Over 70 Countries
SÃO PAULO--(BUSINESS WIRE)--Suzano, the world's largest pulp producer, and Kimberly-Clark, a global leader in the consumer staples industry, today announced the creation of a US$3.4 billion joint venture focused on the manufacture, marketing and distribution of consumer and professional tissue products, such as toilet paper, napkins, paper towels and facial tissues in over 70 countries. Suzano will acquire a 51 percent interest in the new entity, with Kimberly-Clark holding a 49 percent interes.
Neutral
PRNewsWire
1 week ago
Kimberly-Clark Announces Major Step Forward in its Powering Care Transformation
Forms Strategic Partnership with Suzano That Will Create Preeminent International Tissue and Professional Products Company Sharpens Kimberly-Clark's Focus on Higher Growth, Higher Margin Personal Care and North America Tissue and Professional Categories Clears Path to Capture Huge Opportunities Across Kimberly-Clark and Newly Formed Venture to Drive Significant Shareholder Returns DALLAS and SÃO PAULO, June 5, 2025 /PRNewswire/ -- Kimberly-Clark Corporation (NASDAQ: KMB) ("Kimberly-Clark" or the "Company") today announced that it has entered into an agreement with Suzano (NYSE: SUZ) to form a strategic partnership, creating a preeminent international tissue and professional products company and sharpening Kimberly-Clark's focus on its higher growth, higher margin businesses. Kimberly-Clark will own a 49% interest in the new venture, which will include substantially all the assets of its International Family Care and Professional ("IFP") business, and Suzano will own 51%.
Neutral
Reuters
1 week ago
Kimberly-Clark nears $3.5 billion sale of global tissue business to Suzano, WSJ reports
Kimberly-Clark is nearing a sale of its Kleenex and tissue businesses outside of North America for around $3.5 billion to Brazilian pulpmaker Suzano , the Wall Street Journal reported, citing people familiar with the matter.
Positive
Zacks Investment Research
1 month ago
Best Income Stocks to Buy for May 12th
SUZ, ADRNY and MMS made it to the Zacks Rank #1 (Strong Buy) income stocks list on May 12, 2025.
Positive
Zacks Investment Research
1 month ago
Best Growth Stocks to Buy for May 12th
SUZ, GLDD and ODP made it to the Zacks Rank #1 (Strong Buy) growth stocks list on May 12, 2025.
Positive
Zacks Investment Research
1 month ago
Best Value Stocks to Buy for May 12th
SUZ, ODP and GLDD made it to the Zacks Rank #1 (Strong Buy) value stocks list on May 12, 2025.
Positive
Zacks Investment Research
1 month ago
New Strong Buy Stocks for May 12th
GLDD, APP, ODP, SUZ and RACE have been added to the Zacks Rank #1 (Strong Buy) List on May 12, 2025.
Neutral
Seeking Alpha
1 month ago
Suzano S.A. (SUZ) Q1 2025 Earnings Call Transcript
Suzano S.A. (NYSE:SUZ ) Q1 2025 Earnings Conference Call May 9, 2024 8:30 AM ET Company Participants Beto Abreu - CEO Fabio Oliveira - Executive Vice-President-Paper and Packaging Leo Grimaldi - EVP, Pulp Commercial & Logistics Aires Galhardo - EVP of Pulp, Operations Engineering & Energy Marcos Assumpcao - Chief Financial & Investor Relations Officer Conference Call Participants Rodolfo De Angele - JPMorgan Rafael Barcellos - Bradesco BBI Daniel Sasson - Itau Bebea Caio Greiner - UBS Caio Ribeiro - Bank of America Marcio Farid - Goldman Sachs Eugenia Cavalheiro - Morgan Stanley Operator Ladies and gentlemen, thank you for holding, and welcome to Suzano's Conference Call to Discuss the Results for the First Quarter of 2025.
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