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 7,296 funds
0
Analysts bullish %
of 4 analysts
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
459% more call options, than puts
Call options by funds: $14.8M | Put options by funds: $2.64M
1% less first-time investments, than exits
New positions opened: 76 | Existing positions closed: 77
7% less repeat investments, than reductions
Existing positions increased: 202 | Existing positions reduced: 218
2% less funds holding
Funds holding: 588 [Q4 2024] → 576 (-12) [Q1 2025]
3.9% less ownership
Funds ownership: 83.19% [Q4 2024] → 79.29% (-3.9%) [Q1 2025]
19% less funds holding in top 10
Funds holding in top 10: 16 [Q4 2024] → 13 (-3) [Q1 2025]
20% less capital invested
Capital invested by funds: $23.3B [Q4 2024] → $18.6B (-$4.66B) [Q1 2025]
Research analyst outlook
4 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$43
2%
upside
Avg. target
$53
27%
upside
High target
$64
52%
upside
4 analyst ratings
3 positive
75%
1 neutral
25%
0 negative
0%
Barclays Gaurav Jain | 52%upside $64 | Overweight Maintained | 13 May 2025 |
RBC Capital Matthew McKellar | 33%upside $56 | Outperform Maintained | 2 May 2025 |
Truist Securities Michael Roxland | 19%upside $50 | Buy Maintained | 22 Apr 2025 |
Wells Fargo Gabe Hajde | 2%upside $43 | Equal-Weight Maintained | 8 Apr 2025 |
Financial journalist opinion
Neutral
Business Wire
3 weeks ago
Smurfit Westrock Announces Final Results of Exchange Offers for Senior Notes
DUBLIN--(BUSINESS WIRE)--Smurfit Westrock plc (NYSE: SW, LSE: SWR) (together with its subsidiaries, “Smurfit Westrock” or the “Group”), a global leader in sustainable packaging, announced today the final results of the Group's offers to exchange certain of the Group's outstanding unregistered notes for new registered notes (the “Exchange Offers”). Under the Exchange Offers, (a) Smurfit Kappa Treasury Unlimited Company (“SKT”), a wholly owned indirect subsidiary of Smurfit Westrock plc, offered.
Positive
Zacks Investment Research
3 weeks ago
Smurfit Westrock to Gain From Asset Optimization Amid Cost Woes
SW gains from its ongoing asset optimization and business improvement initiatives. However, merger-related costs and cost inflation are woes.
Positive
Seeking Alpha
1 month ago
Smurfit Westrock: Supportive Q1 Delivery, Buy Rating Confirmed
The Smurfit WestRock merger offers strategic value with a discounted valuation, presenting a strong buy opportunity. Q1 2025 results showed mixed performance, but the company is on track with synergies and facility closures, enhancing operational efficiency and long-term value. The company's global presence and local sourcing mitigate tariff risks, with a positive outlook on adjusted 2025 EBITDA.
Neutral
Seeking Alpha
1 month ago
Smurfit Westrock Plc (SMFKY) Q1 2025 Earnings Call Transcript
Smurfit Westrock Plc (OTCPK:SMFKY) Q1 2025 Earnings Conference Call May 1, 2025 7:30 AM ET Company Participants Ciaran Potts – Vice President-Investor Relations Tony Smurfit – Chief Executive Officer Ken Bowles – Chief Financial Officer Conference Call Participants Charlie Muir-Sands – BNP Paribas Phil Ng – Jefferies Mike Roxland – Truist Securities Gabe Hajde – Wells Fargo Lars Kjellberg – Stifel Detlef Winckelmann – JPMorgan Patrick Mann – Bank of America Mark Weintraub – Seaport Research Partners Kevin Fogarty – Deutsche Numis Gaurav Jain – Barclays George Staphos – Bank of America Operator Good day and thank you for standing by. Welcome to the Smurfit Westrock 2025 Q1 Results Webcast and Conference Call.
Neutral
Business Wire
1 month ago
Smurfit Westrock plc Results of Annual General Meeting of Shareholders and Filing of Form 8-K Reporting the Same
DUBLIN--(BUSINESS WIRE)--Smurfit Westrock plc (the “Company”) today filed a Form 8-K with the U.S. Securities and Exchange Commission (the “SEC”) which notes that the Company held its 2025 annual general meeting of shareholders (the “Annual General Meeting”) earlier today, May 2, 2025 and that all directors put forward for election at the Annual General Meeting were elected by the shareholders and all other resolutions recommended by the Company's Board of Directors were passed at the Annual Ge.
Neutral
Seeking Alpha
1 month ago
Smurfit Westrock Plc (SW) Q1 2025 Results Conference Call Transcript
Smurfit Westrock Plc (NYSE:SW ) Q1 2025 Earnings Conference Call May 1, 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 Charlie Muir-Sands - BNP Paribas Philip Ng - Jefferies Mike Roxland - Truist Securities Gabe Hajde - Wells Fargo Lars Kjellberg - Stifel Detlef Winckelmann - JP Morgan Patrick Mann - Bank of America Mark Weintraub - Seaport Research Partners Kevin Fogarty - Deutsche Numis Gaurav Jain - Barclays George Staphos - Bank of America Operator Good day and thank you for standing by. Welcome to the Smurfit Westrock 2025 Q1 Results Webcast and Conference Call.
Positive
Zacks Investment Research
1 month ago
Smurfit Westrock Q1 Earnings Beat Estimates, Sales Fall Short
SW reports adjusted EBITDA of $1.25 billion for the first quarter of 2025 and guides EBITDA a bit lower at $1.2 billion for Q2 due to economic downtime.
Positive
Zacks Investment Research
1 month ago
Here's What Key Metrics Tell Us About Smurfit Westrock (SW) Q1 Earnings
The headline numbers for Smurfit Westrock (SW) give insight into how the company performed in the quarter ended March 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Positive
Zacks Investment Research
1 month ago
Smurfit Westrock (SW) Tops Q1 Earnings Estimates
Smurfit Westrock (SW) came out with quarterly earnings of $0.73 per share, beating the Zacks Consensus Estimate of $0.65 per share. This compares to earnings of $0.39 per share a year ago.
Neutral
Business Wire
1 month ago
Smurfit Westrock Reports First Quarter 2025 Results
DUBLIN--(BUSINESS WIRE)--Smurfit Westrock plc (NYSE: SW, LSE: SWR) today announced the financial results for the first quarter ended March 31, 2025. Key points: First quarter Net Sales of $7,656 million First quarter Net Income of $382 million, with a Net Income Margin of 5.0% First quarter Adjusted EBITDA1 of $1,252 million, with an Adjusted EBITDA Margin1 of 16.4% Quarterly dividend of $0.4308 per ordinary share Smurfit Westrock plc's performance for the three months ended March 31, 2025 and.
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