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 7,323 funds
0
Analysts bullish %
of 6 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
0% more first-time investments, than exits
New positions opened: 77 | Existing positions closed: 77
8% less repeat investments, than reductions
Existing positions increased: 202 | Existing positions reduced: 219
2% less funds holding
Funds holding: 588 [Q4 2024] → 578 (-10) [Q1 2025]
3.88% less ownership
Funds ownership: 83.19% [Q4 2024] → 79.32% (-3.88%) [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 (-$4.65B) [Q1 2025]
Research analyst outlook
6 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$45
6%
downside
Avg. target
$54
14%
upside
High target
$63
32%
upside
6 analyst ratings
5 positive
83%
1 neutral
17%
0 negative
0%
Truist Securities Michael Roxland | 13%upside $54 | Buy Maintained | 11 Jul 2025 |
Wells Fargo Gabe Hajde | 6%downside $45 | Equal-Weight Maintained | 10 Jul 2025 |
Morgan Stanley Brian Morton | 11%upside $53 | Overweight Maintained | 8 Jul 2025 |
Barclays Gaurav Jain | 32%upside $63 | Overweight Maintained | 30 Jun 2025 |
Jefferies Philip Ng | 15%upside $55 | Buy Upgraded | 16 Jun 2025 |
Financial journalist opinion
Based on 7 articles about SW published over the past 30 days
Positive
Zacks Investment Research
3 hours ago
Here's What Key Metrics Tell Us About Smurfit Westrock (SW) Q2 Earnings
Although the revenue and EPS for Smurfit Westrock (SW) give a sense of how its business performed in the quarter ended June 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Negative
Zacks Investment Research
5 hours ago
Smurfit Westrock (SW) Q2 Earnings Lag Estimates
Smurfit Westrock (SW) came out with quarterly earnings of $0.45 per share, missing the Zacks Consensus Estimate of $0.57 per share. This compares to earnings of $0.69 per share a year ago.
Neutral
Business Wire
7 hours ago
Smurfit Westrock Reports Second Quarter 2025 Results
DUBLIN--(BUSINESS WIRE)--Smurfit Westrock plc (NYSE: SW, LSE: SWR) today announced the financial results for the second quarter ended June 30, 2025. Key points: Second quarter Net Sales of $7,940 million Second quarter Net Loss of $26 million, with a Net Income Margin of negative 0.3% Second quarter Adjusted EBITDA1 of $1,213 million, with an Adjusted EBITDA Margin1 of 15.3% Quarterly dividend of $0.4308 per ordinary share On July 2, Fitch upgraded our long-term issuer rating to BBB+ with stabl.
Negative
Zacks Investment Research
5 days ago
Smurfit Westrock to Report Q2 Earnings: Here's What to Expect
SW's Q2 earnings are likely to have declined as merger costs and inflationary pressures weigh on margins.
Negative
Zacks Investment Research
1 week ago
Analysts Estimate Smurfit Westrock (SW) to Report a Decline in Earnings: What to Look Out for
Smurfit Westrock (SW) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Neutral
Business Wire
3 weeks ago
Smurfit Westrock to Announce 2025 Second Quarter Results on July 30, 2025
DUBLIN--(BUSINESS WIRE)--Smurfit Westrock plc (NYSE:SW; LSE:SWR) plans to release its financial results for the second quarter ended June 30, 2025 on Wednesday, July 30, 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://inve.
Negative
Zacks Investment Research
3 weeks ago
2 Paper and Related Products Stocks to Watch in a Challenging Industry
The near-term outlook for the Zacks Paper and Related Products industry is uncertain. Stocks like KLBAY and SW are braving the industry headwinds.
Neutral
Business Wire
2 months 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
2 months 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
2 months 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.
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