SW
Smurfit Westrock plc
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
0
Funds holding %
of 7,425 funds
0
Analysts bullish %
of 3 analysts
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
1,882% more call options, than puts
Call options by funds: $33.8M | Put options by funds: $1.71M
188% more first-time investments, than exits
New positions opened: 141 | Existing positions closed: 49
18% more funds holding
Funds holding: 497 [Q3] → 586 (+89) [Q4]
9.93% more ownership
Funds ownership: 73.26% [Q3] → 83.19% (+9.93%) [Q4]
7% more funds holding in top 10
Funds holding in top 10: 15 [Q3] → 16 (+1) [Q4]
6% more capital invested
Capital invested by funds: $22B [Q3] → $23.3B (+$1.31B) [Q4]
8% more repeat investments, than reductions
Existing positions increased: 195 | Existing positions reduced: 181
Research analyst outlook
3 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$43
2%
upside
Avg. target
$52
25%
upside
High target
$64
52%
upside
3 analyst ratings
2 positive
67%
1 neutral
33%
0 negative
0%
Truist Securities Michael Roxland 32% 1-year accuracy 18 / 57 met price target | 19%upside $50 | Buy Maintained | 22 Apr 2025 |
Wells Fargo Gabe Hajde 46% 1-year accuracy 29 / 63 met price target | 2%upside $43 | Equal-Weight Maintained | 8 Apr 2025 |
Morgan Stanley Brian Morton 0% 1-year accuracy 0 / 2 met price target | 52%upside $64 | Overweight Maintained | 11 Mar 2025 |
Financial journalist opinion
Based on 5 articles about SW published over the past 30 days
Neutral
Zacks Investment Research
1 day ago
Smurfit Westrock is Set to Report Q1 Earnings: Here's What to Expect
SW's Q1 results are likely to reflect packaging demand for food, beverages and medicines, and growth in e-commerce activities, offset by higher costs.
Positive
Zacks Investment Research
6 days ago
Smurfit Westrock (SW) Earnings Expected to Grow: Should You Buy?
Smurfit Westrock (SW) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Positive
Market Watch
1 week ago
10 ‘pure value' stocks favored by analysts to soar 20% to 96% over the next year
Way back on Jan. 21, we screened the S&P 500 to identify value stocks that appeared to have some characteristics of growth stocks, to help long-term investors identify potential bargains in a market that was still riding high. Now it's time to take another look at value stocks, in light of the broad decline for the market and to help investors look beyond the day-to-day turmoil.
Neutral
Business Wire
3 weeks ago
Smurfit Westrock to Announce 2025 First Quarter Results on May 1, 2025
DUBLIN--(BUSINESS WIRE)--Smurfit Westrock plc (NYSE:SW; LSE:SWR) plans to release its financial results for the first quarter ended March 31, 2025 on Thursday, May 1, 2025 at 6.30 am ET (11.30 am BST). Smurfit Westrock's earnings release and related materials will be available at smurfitwestrock.com. At 7.30 am ET (12.30 pm BST) on the same day, Smurfit Westrock's senior management team will host a webcast for analysts and institutional investors. The webcast will be available at https://invest.
Neutral
Business Wire
3 weeks ago
Celonis and Smurfit Westrock Unlock Significant Value by Optimizing Inventory Management with Process Intelligence and AI
NEW YORK & MUNICH--(BUSINESS WIRE)--Celonis and Smurfit Westrock Unlock Significant Value by Optimizing Inventory Management with Process Intelligence and AI.
Positive
24/7 Wall Street
1 month ago
Goldman Sachs Says Foreign Investors Love These 4 U.S. Passive Income Dividend Stocks
According to the analysts at Goldman Sachs,
Positive
Seeking Alpha
1 month ago
Smurfit Westrock: Stock Price Weakness Represents A Clear Buy Opportunity
Smurfit WestRock's stock has declined by 17%, but the merger offers growth potential through synergies and operational efficiencies. A Russia-Ukraine peace deal and International Paper's mill closure could reduce costs and tighten the US market, benefiting Smurfit WestRock. The company's global presence mitigates risks from tariffs and counter-tariffs.
Negative
Zacks Investment Research
1 month ago
Why Is Smurfit Westrock (SW) Down 20.5% Since Last Earnings Report?
Smurfit Westrock (SW) reported earnings 30 days ago. What's next for the stock?
Neutral
Seeking Alpha
2 months ago
Smurfit Westrock Plc (SW) Q4 2024 Earnings Call Transcript
Smurfit Westrock Plc (NYSE:SW ) Q4 2024 Earnings Conference Call February 12, 2025 7:30 AM ET Company Participants Ciaran Potts - Vice President of Investor Relations Tony Smurfit - Chief Executive Officer Ken Bowles - Chief Financial Officer Conference Call Participants Philip Ng - Jefferies Charlie Muir-Sands - BNP Paribas Exane Gabe Hajde - Wells Fargo Lars Kjellberg - Stifel Detlef Winckelmann - JPMorgan Anthony Pettinari - Citi Patrick Mann - Bank of America Matthew McKellar - RBC Capital Markets Ciaran Potts Just as a reminder, statements in today's earnings release and presentation and the comments made by management during this call may be considered forward-looking statements. These statements are subject to risks and uncertainties that could cause actual results to differ materially from our expectations and projections.
Neutral
Seeking Alpha
2 months ago
Smurfit Westrock Plc (SMFKY) Q4 2024 Earnings Call Transcript
Smurfit Westrock Plc (OTCPK:SMFKY) Q4 2024 Results Conference Call February 12, 2025 7:30 AM ET Company Participants Ciaran Potts - Vice President of IR Tony Smurfit - Chief Executive Officer Ken Bowles - Chief Financial Officer Conference Call Participants Philip Ng - Jefferies Charlie Muir-Sands - BNP Paribas Exane Gabe Hajde - Wells Fargo Lars Kjellberg - Stifel Detlef Winckelmann - JPMorgan Anthony Pettinari - Citi Patrick Mann - Bank of America Matthew McKellar - RBC Capital Markets Ciaran Potts Just as a reminder, statements in today's earnings release and presentation and the comments made by management during this call may be considered forward-looking statements. These statements are subject to risks and uncertainties that could cause actual results to differ materially from our expectations and projections.
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