Smurfit Westrock plc (SW)

• Market cap: $23.1B
• 1 day: -0.38%
• 5 days: -2.12%
• 1 month: 3.22%
• 3 months: 2.43%
• 6 months: -2.08%
• Year to date: -17.35%
• 1 year: -5.2%
• 5 years: -4.15%
• 10 years: -4.15%
• Sector: Consumer Discretionary
• Industry: Packaging & Containers

About: Smurfit WestRock manufactures corrugated packaging and consumer packaging, such as folding cartons and paperboard. After the merger of Smurfit Kappa and WestRock in summer 2024, Smurfit WestRock became the largest producer of containerboard in the world, with substantial operations in North America, South America, and Europe.

Employees: 100,000

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

162% more call options, than puts

Call options by funds: $16.8M | Put options by funds: $6.42M

6.48% more ownership

Funds ownership: 79.4% [Q1] → 85.88% (+6.48%) [Q2]

4% more capital invested

Capital invested by funds: $18.7B [Q1] → $19.4B (+$696M) [Q2]

3% less repeat investments, than reductions

Existing positions increased: 213 | Existing positions reduced: 219

3% less funds holding

Funds holding: 583 [Q1] → 563 (-20) [Q2]

8% less funds holding in top 10

Funds holding in top 10: 13 [Q1] → 12 (-1) [Q2]

11% less first-time investments, than exits

New positions opened: 73 | Existing positions closed: 82

Research analyst outlook

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

• Low target: $46
• Avg. target: $55
• High target: $63

6 analyst ratings

• positive: 5 83%
• neutral: 1 17%
• negative: 0 0%

UBS Andrew Jones	$60	Buy Initiated	15 Sep 2025
Wells Fargo Gabe Hajde	$46	Equal-Weight Maintained	31 Jul 2025
Truist Securities Michael Roxland	$54	Buy Maintained	11 Jul 2025
Morgan Stanley Brian Morton	$53	Overweight Maintained	8 Jul 2025
Barclays Gaurav Jain	$63	Overweight Maintained	30 Jun 2025