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 7,372 funds
0
Analysts bullish %
of 3 analysts
Fund manager confidence
Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
1,882% more call options, than puts
Call options by funds: $33.8M | Put options by funds: $1.71M
182% more first-time investments, than exits
New positions opened: 138 | Existing positions closed: 49
17% more funds holding
Funds holding: 497 [Q3] → 583 (+86) [Q4]
7.74% more ownership
Funds ownership: 75.62% [Q3] → 83.37% (+7.74%) [Q4]
7% more funds holding in top 10
Funds holding in top 10: 15 [Q3] → 16 (+1) [Q4]
5% more capital invested
Capital invested by funds: $22.2B [Q3] → $23.3B (+$1.13B) [Q4]
5% more repeat investments, than reductions
Existing positions increased: 193 | Existing positions reduced: 183
Research analyst outlook
3 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$62
37%
upside
Avg. target
$63
38%
upside
High target
$64
41%
upside
3 analyst ratings
3 positive
100%
0 neutral
0%
0 negative
0%
Morgan Stanley Brian Morton 67% 1-year accuracy 2 / 3 met price target | 41%upside $64 | Overweight Maintained | 11 Mar 2025 |
Truist Securities Michael Roxland 18% 1-year accuracy 9 / 49 met price target | 37%upside $62 | Buy Initiated | 21 Jan 2025 |
Citigroup Anthony Pettinari 30% 1-year accuracy 32 / 108 met price target | 37%upside $62 | Buy Maintained | 6 Jan 2025 |
Financial journalist opinion
Positive
Seeking Alpha
1 day 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
4 days 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
1 month 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
1 month 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.
Positive
Zacks Investment Research
1 month ago
Smurfit Westrock Q4 Earnings Miss Estimates, Sales Skyrockets Y/Y
SW reports an adjusted EBITDA of $4.7 billion for 2024, which came in line with its guidance.
Negative
Zacks Investment Research
1 month ago
Smurfit Westrock (SW) Q4 Earnings and Revenues Miss Estimates
Smurfit Westrock (SW) came out with quarterly earnings of $0.34 per share, missing the Zacks Consensus Estimate of $0.68 per share. This compares to earnings of $0.20 per share a year ago.
Neutral
Business Wire
1 month ago
Smurfit Westrock Reports Fourth Quarter and Full Year 2024 Results
DUBLIN--(BUSINESS WIRE)--Smurfit Westrock plc (NYSE: SW, LSE: SWR) today announced the financial results for the fourth quarter and full year ended December 31, 2024. Key points: Fourth quarter Net Sales of approx. $7.5 billion Fourth quarter Net Income of $146 million, with a Net Income Margin of 1.9% Fourth quarter Adjusted EBITDA1 of $1,166 million, with an Adjusted EBITDA Margin1 of 15.5% Full year Net Income of $319 million2 Full Year Combined Adjusted EBITDA1 of $4.7 billion, in-line with.
Positive
Kiplinger
1 month ago
The Best Materials Stocks to Buy
Materials stocks represent a wide swath of cyclical industries. Here's how investors can find the best ones to buy.
Neutral
24/7 Wall Street
1 month ago
This Billionaire's Hedge Fund Sold an E-Commerce Stock Before a 47% Rally—And Bought This Instead
According to Forbes, Paul Marshall is worth $1.1 billion.
Neutral
Zacks Investment Research
1 month ago
Smurfit Westrock is Set to Report Q4 Earnings: What's in Store?
SW's Q4 results are likely to reflect packaging demand for food, beverages and medicines, and growth in e-commerce activities, offset by higher costs.
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