Insider Sell: Ken Bowles Sells 10,000 Shares of Smurfit WestRock PLC
Ken Bowles, Executive Vice President and Group Chief Financial Officer of Smurfit WestRock PLC, sold 10,000 shares of the company on February 19, 2026. This transaction leaves him with 151,644 shares. The stock is currently trading at $51.26, exhibiting a price-earnings ratio of 34.03, and is considered fairly valued with a price-to-GF-Value ratio of 1.06.
Smurfit Westrock CFO Ken Bowles Sells 10,000 Shares on NYSE
Smurfit Westrock's CFO, Ken Bowles, sold 10,000 ordinary shares of the company on February 19, 2026, at a price of $51.26 per share on the NYSE. This transaction is considered routine insider activity and does not indicate a strategic change for the packaging company. The sale simply provides transparency about senior executive stock dealings, which investors can monitor as one of many indicators of executive confidence.
Morgan Stanley raises Smurfit Westrock stock price target on US exposure
Morgan Stanley has increased its price target for Smurfit Westrock stock (NYSE:SW) to $61 from $53, while maintaining an Overweight rating. The firm cited the company's attractive US market exposure, self-help momentum, and focus on free cash flow and shareholder returns as key drivers. This updated target suggests potential undervaluation despite a strong year-to-date performance, with additional upside anticipated into the second half of 2026 due to demand tailwinds and improved volume momentum in the US market.
Has The Slide In Graphic Packaging (GPK) Opened A Valuation Opportunity For Investors?
Graphic Packaging Holding (GPK) has experienced significant stock declines, raising questions about a potential valuation opportunity. Simply Wall St's analysis suggests the stock is currently undervalued, with a Discounted Cash Flow (DCF) model indicating a 52.4% discount to its estimated intrinsic value and a P/E ratio below industry averages. The article presents bull and bear case narratives, offering different perspectives on the company's future revenue, earnings, and fair value based on various market drivers and risks.
Smurfit Westrock (SW) Margin Strain And EPS Volatility Test Bullish Earnings Narratives
Smurfit Westrock (SW) concluded FY 2025 with mixed results, showing slight revenue growth but a decline in EPS, and a net margin of 2.2% influenced by a significant one-off loss. While bulls anticipate substantial synergy-driven profitability increases, bears highlight earnings volatility, thin margins, and high debt as concerns. The company's premium P/E ratio and poorly covered dividend add to the complexity for investors, contrasting with potential growth forecasts and a high discounted cash flow valuation.
Barclays Adjusts Price Target on Smurfit Westrock to $56 From $47, Maintains Overweight Rating
Barclays has increased its price target for Smurfit Westrock (SW) shares to $56 from $47, while reiterating an Overweight rating on the stock. This adjustment comes amidst a flurry of recent analyst updates for the company, indicating positive sentiment from financial institutions. Smurfit Westrock specializes in paper-based packaging solutions, with significant market presence across North America, Europe, and other regions.
Responsibly-Sourced Coffee Companies
Westrock Coffee Company has announced it has successfully achieved its goal of becoming 100% responsibly sourced, with all tea, green coffee, and soluble purchases verified through second- or third-party programs by the end of 2025. The company is now focusing on strengthening supply resiliency by diversifying sourcing options and developing backup pathways to respond to market disruptions. This achievement highlights trends in end-to-end responsible sourcing, third-party verification, and the increasing demand for supply chain technology and logistics to ensure resilient and ethical practices.
George Soros Reduces Stake in Smurfit WestRock PLC by 68.99%
Billionaire investor George Soros significantly reduced his stake in Smurfit WestRock PLC by 68.99% during the fourth quarter of 2025, according to a recent 13F filing. His investment firm, Soros Fund Management LLC, made substantial new buys in Dayforce Inc, Exact Sciences Corp, and New Gold Inc, while also increasing positions in Microsoft Corp and Electronic Arts Inc. The portfolio overview highlights top holdings in Amazon.com Inc, Alphabet Inc, and Salesforce Inc, with a concentrated focus across technology, financial services, and consumer cyclical industries.
QXO Inc. Announces 2025 Veterans Initiative Winners
QXO Inc. has announced the 13 grand-prize winners of its 2025 "QXO for Veterans" initiative, which provides new roof installations to veterans and Gold Star Families to restore security and dignity. Since its inception in 2018, the program has installed over 60 roofs, showcasing QXO's commitment to community support and partnerships with local contractors. The company also aims for significant future growth, targeting $50 billion in annual revenues within the next decade through strategic acquisitions and organic growth in the building products distribution industry.
Smurfit Westrock PLC (NYSE:SW) Q4 2025 earnings call transcript
This article is an earnings call transcript for Smurfit Westrock PLC (NYSE:SW) for their Q4 2025 financial results. It contains the complete proceedings of the call where company executives likely discussed financial performance, future outlook, and answered analyst questions.
Smurfit Westrock 2030 Strategy: $7B EBITDA & $14B Cash Flow Plan - News and Statistics
Smurfit Westrock plc has announced its medium-term strategy for 2026-2030, aiming for a $7 billion adjusted EBITDA by 2030, representing a 7% compound annual growth rate. The company also projects $14 billion in cumulative discretionary free cash flow during this period, alongside a commitment to keep its net debt-to-EBITDA ratio below 2.0 times, based on expected moderate market growth and conservative pricing. The strategy emphasizes operational efficiency and disciplined capital allocation.
SW: Citigroup Raises Price Target for Smurfit WestRock | SW Stoc
Citigroup analyst Anthony Pettinari has maintained a 'Buy' rating on Smurfit WestRock (SW) and increased its price target from $48.00 to $59.00, reflecting a positive outlook. This adjustment comes amidst a trend of favorable analyst updates for the company, which became the world's largest containerboard producer after its 2024 merger. The average target price from 14 analysts is $55.20, implying a 7.12% upside from its current price, while GuruFocus estimates a GF Value of $49.44, suggesting a 4.06% downside.
Ex-Dividend Reminder: Equinor, Smurfit Westrock and Hershey
Equinor ASA (EQNR), Smurfit Westrock plc (SW), and Hershey Company (HSY) are set to trade ex-dividend on February 17, 2026. Equinor will pay $0.37, Smurfit Westrock $0.4523, and Hershey $1.452 per share. Investors should expect their stock prices to adjust downwards by approximately 1.34%, 0.88%, and 0.64% respectively, all else being equal.
Smurfit Westrock Sets 2030 Profit, Cash Flow and Capital Return Targets
Smurfit Westrock (SW) has announced a five-year medium-term plan, targeting adjusted EBITDA of approximately $7 billion by 2030, with roughly 7% compound annual growth. The company aims to generate about $14 billion in cumulative discretionary free cash flow and plans to return about $5 billion to shareholders through dividends, with capacity for share buybacks from 2027. This plan emphasizes driving growth and maintaining financial flexibility across its global operations.
SW: RBC Capital Raises Price Target for Smurfit WestRock to $57
RBC Capital has raised its price target for Smurfit WestRock (SW) to $57 from $51, maintaining an "Outperform" rating, indicating a positive outlook on the stock's future performance. This adjustment comes despite a trend of lowered price targets from other analysts in recent months. Smurfit WestRock, formed by the merger of Smurfit Kappa and WestRock, is the world's largest producer of containerboard.
Jefferies Adjusts Price Target on Smurfit Westrock to $58 From $52, Maintains Buy Rating
Jefferies has increased its price target for Smurfit Westrock (NYSE: SW) to $58 from $52, while reiterating a Buy rating on the stock. This adjustment reflects continued analyst confidence in the paper packaging solutions company. Other firms like Truist Securities, Stifel, RBC, BofA, Citigroup, BNP Paribas, and Wells Fargo have also updated their price targets, generally raising them and maintaining positive ratings.
Truist Securities Adjusts Smurfit Westrock PT to $60 From $49, Maintains Buy Rating
Truist Securities has adjusted its price target for Smurfit Westrock (SW) to $60, up from $49, while maintaining a Buy rating on the stock. This update reflects a positive outlook from the firm regarding the paper packaging solutions company. Other financial institutions like Jefferies, Stifel, RBC, BofA, Citigroup, BNP Paribas, and Wells Fargo have also recently updated their price targets and ratings for Smurfit Westrock, generally indicating a positive sentiment.
Smurfit Westrock (SW) stock price rises 3% as investors digest new 2030 targets, buyback plan
Smurfit Westrock's stock rose 3% after the company announced ambitious 2030 targets for adjusted EBITDA and free cash flow, alongside plans for potential share buybacks starting in 2027. Investors are focused on the company's ability to drive profit growth in North America post-merger integration. The company also provided first-quarter and full-year EBITDA guidance and reiterated its quarterly dividend.
RBC Raises Price Target on Smurfit Westrock to $57 From $51, Keeps Outperform Rating
RBC Capital has increased its price target for Smurfit Westrock (SW) to $57 from $51, while maintaining an "Outperform" rating on the stock. This adjustment reflects positive analyst sentiment towards the packaging solutions company. Other financial institutions like BofA, Citigroup, BNP Paribas, and Wells Fargo also recently raised their price objectives for Smurfit Westrock.
Smurfit Westrock profit falls 33.6% in Q4 2025
Smurfit Westrock reported a 33.6% decrease in attributable net income for Q4 2025, falling to $97m from $146m a year ago, with diluted earnings per share at $0.18. Despite this quarterly dip, the company's full-year 2025 attributable net income more than doubled to $699m from $319m in 2024, and net sales rose to $31.1bn. The company also reached its synergy target, optimized its portfolio, reduced headcount, and expects adjusted EBITDA of $5bn to $5.3bn for the full year 2026.
Smurfit Westrock PLC (NYSE:SW) Q4 2025 earnings call transcript
The article is a Q4 2025 earnings call transcript for Smurfit Westrock PLC (NYSE:SW).
DHI Group (NYSE:DHX) Upgraded to Strong-Buy at Zacks Research
Zacks Research has upgraded DHI Group (NYSE:DHX) from a "hold" to a "strong-buy" rating. This upgrade contributes to a "Moderate Buy" consensus rating from analysts, with shares opening at $2.39. The report also highlights the company's recent earnings beat, a $5.0 million share buyback authorization, and significant institutional investor activity.
RBC Capital Upgrades Smurfit Westrock Plc (SW) to Outperform on Feb 11, 2026
RBC Capital upgraded Smurfit Westrock Plc (SW) from Underperform to Outperform on February 11, 2026, citing improved operational momentum, clearer earnings visibility, and peer valuation gaps. The upgrade, reported by StreetInsider, did not include a new price target, and the market reaction was a muted -0.4% dip. Investors are advised to consider this as one analyst opinion and monitor for further corroborating actions or price target updates before making significant portfolio changes.
Smurfit Westrock reports Q4 net income of $98 million, below prior year
Smurfit Westrock plc reported Q4 2025 net income of $98 million, a decrease from $146 million in the prior year, despite a slight increase in net sales to $7.58 billion. The company's full-year 2025 net income significantly rose to $699 million on sales of $31.18 billion, largely due to the merger of Smurfit Kappa Group plc and WestRock Company in July 2024. Smurfit Westrock also announced a 5% increase in its quarterly dividend and provided an adjusted EBITDA forecast for Q1 and full-year 2026.
Oppenheimer Asset Management Inc. Purchases 77,077 Shares of Smurfit Westrock PLC $SW
Oppenheimer Asset Management Inc. significantly increased its holdings in Smurfit Westrock PLC (NYSE:SW) by 145.4% in the third quarter, acquiring an additional 77,077 shares. This brings their total stake to 130,075 shares, valued at $5.537 million. Smurfit Westrock also raised its quarterly dividend to $0.4523, resulting in an annualized yield of 4.0%, though its payout ratio stands at 120.28%.
Smurfit Westrock unveils medium-term plan to accelerate growth
Smurfit Westrock has revealed a medium-term plan to accelerate growth through 2030, targeting approximately $7 billion in adjusted EBITDA and $14 billion in cumulative discretionary free cash flow. The strategy emphasizes optimization, investments in innovation like AI tools, and regional focuses, particularly in North America. The company also announced closures in Quebec as part of a portfolio optimization, while executives expressed an optimistic outlook for 2026.
Smurfit Westrock Reports $98 Million Fourth Quarter Net Income, Increases Dividend
Smurfit Westrock (NYSE: SW) reported a fourth-quarter 2025 net income of $98 million and increased its quarterly dividend by 5% to $0.4523 per share. The company exceeded its $400 million synergy target following the 2024 merger, closed 600,000 tons of inefficient capacity, and reduced headcount by over 3,000 employees. Smurfit Westrock issued 2026 guidance forecasting annual Adjusted EBITDA growth, with targets between $5.0 billion and $5.3 billion as industry conditions stabilize.
Smurfit Westrock PLC stock outperforms competitors on strong trading day
Shares of Smurfit Westrock PLC (SW) increased by 9.90% to $50.28, marking its second consecutive day of gains. This performance occurred on a mixed trading day where the S&P 500 Index remained largely unchanged and the Dow Jones Industrial Average saw a slight decline. The company's stock outperformed its competitors.
Smurfit Westrock Falls Short of Earnings & Sales Estimates in Q4
Smurfit Westrock Plc (SW) reported fourth-quarter 2025 earnings of 34 cents per share, missing the Zacks Consensus Estimate of 46 cents, despite a 0.5% year-over-year increase in net sales to $7.58 billion. The company also reported full-year 2025 adjusted earnings of $2.05 per share, below the $2.20 consensus, but delivered adjusted EBITDA within its guidance range at $4.93 billion. Looking ahead, SW provided adjusted EBITDA guidance of $5-$5.3 billion for 2026 and $1.1-$1.2 billion for the first quarter.
Smurfit Westrock Reports $98 Million Fourth Quarter Net Income, Increases Dividend
Smurfit Westrock Plc reported a net income of $98 million for the fourth quarter of 2025, with net sales reaching $7,580 million, and announced an increased quarterly dividend. The company successfully integrated Smurfit Kappa and WestRock, exceeding its $400 million synergy target, and is implementing a "Medium-Term Plan" focusing on efficiency and innovation. Despite challenging market conditions, Smurfit Westrock anticipates annual Adjusted EBITDA growth in 2026 as industry conditions stabilize.
PSNA Operations Lead to Bullish Sentiment for International Paper (IP)
International Paper (IP) has received bullish sentiment from analysts despite reporting light fourth-quarter results, with analysts like Citi's Anthony Pettinari and Wells Fargo's Gabrial Hajde increasing price targets and upgrading ratings. This positive outlook is largely attributed to the company's PSNA operations, which have shown significant improvements, and a new view by analysts supporting the independence of regional operations. International Paper, a major player in renewable fiber-based packaging and pulp products, expanded its presence in North America and EMEA through a recent acquisition, further solidifying its market position.
Smurfit Westrock reports Q4 net income of $98 million, below prior year
Smurfit Westrock plc reported Q4 2025 net income of $98 million, a decrease from $146 million in the prior year, despite a slight increase in net sales to $7.58 billion. The company achieved adjusted EBITDA of $1.17 billion with a 15.5% margin and exceeded its synergy target of $400 million for 2025 following the combination of Smurfit Kappa Group plc and WestRock Company. For Q1 2026, the company forecasts adjusted EBITDA between $1.1 billion and $1.2 billion.
Smurfit Westrock (SW) Q4 Earnings Miss EPS Estimates, Revenue Be
Smurfit WestRock (SW) reported its Q4 earnings, with a Non-GAAP earnings per share of $0.34, missing expectations by $0.15. However, the company's revenue reached $7.58 billion, a 0.5% year-over-year increase, surpassing estimates by $40 million. The article analyzes the company's financial health, valuation, and market sentiment, noting a mixed picture with steady revenue growth but challenges in profitability metrics.
Smurfit Westrock Q4 Results: Profit of $97M Misses Revenue Forecasts | 2026 - News and Statistics
Smurfit Westrock Plc reported fourth-quarter earnings of $97 million, or 18 cents per share, falling short of Wall Street expectations of 46 cents per share. The company's revenue of $7.58 billion also missed analyst forecasts of $7.67 billion. For the full year, Smurfit Westrock's profit was $699 million on annual revenue of $31.18 billion.
Smurfit Westrock Sets 2030 Profit, Cash Flow and Capital Return Targets
Smurfit Westrock has announced a five-year plan aiming for $7 billion in adjusted EBITDA and $14 billion in cumulative discretionary free cash flow by 2030. The company plans to increase shareholder returns through a progressive dividend policy, delivering $5 billion in payouts, and creating capacity for share buybacks from 2027. This strategy emphasizes growth in key markets and leveraging its strong position in paper-based packaging.
Smurfit Westrock Unveils Medium-Term Plan Update
Smurfit Westrock announced an ambitious medium-term plan targeting approximately $7 billion in adjusted EBITDA by 2030, representing a 7% CAGR. The company expects cumulative free cash flow of $14 billion between 2026 and 2030, with plans to distribute $5 billion in dividends to shareholders during this period, alongside share buybacks starting in 2027. These financial targets and capital return policies reflect strong confidence in future performance and a commitment to enhancing shareholder value.
Smurfit Westrock to shut Quebec facilities, impacting 90 jobs
Smurfit Westrock announced the permanent closure of a paper machine at its La Tuque mill and its extrusion facility in Pointe-aux-Trembles, both in Quebec, Canada. These closures are due to ongoing difficulties with scale and costs, and are expected to result in the loss of approximately 90 jobs. The company aims to focus its SBS operations and maintain competitiveness in its paperboard business, offering support measures for affected employees.
Smurfit Westrock Stock: Is Wall Street Bullish or Bearish?
Smurfit Westrock (SW) stock has underperformed the broader market over the past year but has outperformed year-to-date, despite margin pressures and a challenging packaging sector. The company has announced mill closures and reported a decline in adjusted EPS for the fourth quarter. However, Wall Street analysts maintain a "Strong Buy" consensus, with an expected 36.4% YOY profit climb for the current fiscal year and significant upside potential from current market prices.
Smurfit Westrock Medium-Term Investor Update
Smurfit Westrock announced details of its updated Medium-Term Plan and financial targets for 2026-2030, aiming for approximately $7 billion in Adjusted EBITDA by 2030 and cumulative discretionary free cash flow of about $14 billion during the period. The company plans significant capital returns to shareholders, including a progressive dividend policy and potential share buybacks from 2027. CEO Tony Smurfit highlighted the plan's focus on unlocking North American potential, outperforming in EMEA and APAC, and achieving dynamic growth in Latin America.
Smurfit Westrock: Q4 Earnings Snapshot
Smurfit Westrock Plc reported fourth-quarter earnings of $97 million, or 18 cents per share, which adjusted to 34 cents per share. These results missed Wall Street expectations, as analysts had projected earnings of 46 cents per share and revenue of $7.67 billion. The company posted revenue of $7.58 billion for the quarter and full-year profit of $699 million on $31.18 billion in revenue.
Smurfit Westrock: Q4 Earnings Snapshot
Smurfit Westrock Plc (SW) reported fourth-quarter earnings of $97 million, or 18 cents per share, missing Wall Street expectations. Adjusted earnings were 34 cents per share, while analysts surveyed by Zacks had estimated 46 cents per share. The company's revenue of $7.58 billion also fell short of the $7.67 billion forecast by analysts.
Smurfit Westrock (SW) Benefiting From Value Focus and Operational Accountability
Smurfit Westrock (NYSE: SW) is highlighted as one of the top paper and plastic packaging stocks, receiving "Overweight" and "Buy" ratings from Morgan Stanley and Citi analysts, respectively. The company's strategic shift to value focus, enhanced operational accountability, and elimination of unprofitable contracts are cited as key drivers. Despite its potential, the article suggests that certain AI stocks may offer greater upside.
Earnings Preview For Smurfit WestRock
Smurfit WestRock (NYSE: SW) is set to release its quarterly earnings report on Wednesday, February 11, 2026, with analysts anticipating an EPS of $0.49. The company's shares are down 12.08% over the last 52 weeks, and it holds a consensus "Buy" rating from analysts with an average one-year price target of $47.5. Key financial metrics show Smurfit WestRock leading in revenue growth among peers but lagging in gross profit.
Smurfit Westrock (SW) Benefiting From Value Focus and Operational Accountability
Smurfit Westrock (NYSE: SW) is highlighted as one of the top paper and plastic packaging stocks, receiving "Overweight" and "Buy" ratings from Morgan Stanley and Citi analysts, respectively. The company's strategic shift toward value focus and operational accountability in North America is noted, despite Citi's slightly lowered price target reflecting a challenging volume outlook for the packaging sector. Smurfit Westrock, formed by a 2024 merger, produces sustainable paper-based packaging for various industries across 40 countries.
Smurfit Westrock Closures Quebec: La Tuque & Pointe-aux-Trembles Facilities Shut - News and Statistics
Smurfit Westrock plc is permanently shutting down a paper machine at its La Tuque mill and closing an extrusion facility in Pointe-aux-Trembles, Quebec, resulting in approximately 90 job losses. These closures are part of a strategic effort to strengthen paperboard operations and enhance long-term competitiveness by optimizing its SBS portfolio and focusing on higher-performing assets. The company will provide support to affected employees, including career transition assistance and severance packages.
Smurfit Westrock to close Quebec paper machine amid cost challenges By Investing.com
Smurfit Westrock announced the permanent closure of a paper machine at its La Tuque, Quebec mill and an extrusion facility in Pointe-aux-Trembles, Quebec, affecting 90 employees. The decision was driven by "ongoing scale and cost challenges" for the La Tuque machine, which produces 127,000 tons of solid bleached sulfate annually, aligning with analyst predictions of sales decline. Despite restructuring, the company anticipates net income growth this year and will report earnings soon, also recently approving a quarterly dividend of $0.4523 per share.
Smurfit WestRock announces permanent closure of a paper machine at La Tuque mill
Smurfit WestRock has announced the permanent closure of a paper machine at its La Tuque mill. This decision comes as part of the company's efforts to optimize its operations. The article also provides recent news and financial data for Smurfit Westrock Plc, including dividend declarations and analyst price target adjustments.
Smurfit Westrock to Report Q4 Earnings: What's in Store for the Stock?
Smurfit Westrock PLC (SW) is scheduled to report its fourth-quarter 2025 results on February 11, with analysts expecting revenues of $7.67 billion and EPS of 46 cents. Despite stable demand for packaging and growth in e-commerce, the company has a negative earnings surprise history. The Zacks Model does not predict an earnings beat for Smurfit Westrock this quarter, and its stock has underperformed the industry over the past year.
International Paper Split Puts Spotlight On Valuation Gap And Restructuring Risks
International Paper (NYSE:IP) plans to separate its North American and EMEA packaging divisions into two independent companies, which is part of its ongoing restructuring efforts. This split is expected to impact the business organization, capital allocation, and value sharing among investors. The decision brings focus to valuation gaps, execution risks, and how each new entity will manage its balance sheet, capital priorities, and dividend policies.
Smurfit Westrock's (NYSE:SW) Shareholders Will Receive A Bigger Dividend Than Last Year
Smurfit Westrock (NYSE:SW) announced an increased dividend payment of $0.4523, resulting in an annual yield of 4.2%. However, the company's current payout ratio of 111% of earnings is unsustainable, although future EPS growth is projected to bring the payout ratio down to a more comfortable 50%. Despite the dividend increase, the company has a history of dividend cuts and declining EPS over the past five years, raising concerns about the long-term stability of its dividend.
