Groupama Asset Managment Sells 18,997 Shares of Smurfit Westrock PLC $SW

Groupama Asset Managment decreased its stake in Smurfit Westrock PLC (NYSE:SW) by 3.3% in the first quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 564,888 shares of the company’s stock after selling 18,997 shares during the quarter. Groupama Asset Managment owned about 0.11% of Smurfit Westrock worth $22,511,000 at the end of the most recent reporting period.

Several other large investors have also recently modified their holdings of the stock. Capital Research Global Investors lifted its position in Smurfit Westrock by 31.2% in the fourth quarter. Capital Research Global Investors now owns 36,127,677 shares of the company’s stock worth $1,397,057,000 after buying an additional 8,596,558 shares during the last quarter. State Street Corp boosted its stake in Smurfit Westrock by 3.6% during the fourth quarter. State Street Corp now owns 24,652,132 shares of the company’s stock worth $953,311,000 after buying an additional 845,218 shares during the period. Orbis Allan Gray Ltd increased its position in Smurfit Westrock by 81.9% during the second quarter. Orbis Allan Gray Ltd now owns 18,400,418 shares of the company’s stock valued at $793,978,000 after acquiring an additional 8,286,205 shares during the last quarter. Geode Capital Management LLC increased its position in Smurfit Westrock by 1.1% during the fourth quarter. Geode Capital Management LLC now owns 13,795,987 shares of the company’s stock valued at $531,483,000 after acquiring an additional 155,778 shares during the last quarter. Finally, Norges Bank purchased a new stake in shares of Smurfit Westrock in the fourth quarter valued at $495,335,000. Institutional investors own 83.38% of the company’s stock.

Analyst Ratings Changes

SW has been the subject of a number of recent analyst reports. Wells Fargo & Company lifted their price target on shares of Smurfit Westrock from $52.00 to $55.00 and gave the stock an “overweight” rating in a research note on Thursday. Deutsche Bank Aktiengesellschaft assumed coverage on shares of Smurfit Westrock in a research report on Tuesday, June 23rd. They issued a “buy” rating and a $57.00 price objective on the stock. JPMorgan Chase & Co. boosted their target price on Smurfit Westrock from $65.00 to $71.00 and gave the company an “overweight” rating in a research report on Tuesday. Wall Street Zen upgraded Smurfit Westrock from a “sell” rating to a “hold” rating in a research report on Saturday. Finally, Royal Bank Of Canada increased their price target on Smurfit Westrock from $56.00 to $60.00 and gave the stock an “outperform” rating in a report on Thursday. Eleven research analysts have rated the stock with a Buy rating and two have given a Hold rating to the company. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and an average target price of $57.23.

Smurfit Westrock News Roundup

Here are the key news stories impacting Smurfit Westrock this week:

• Positive Sentiment: Analyst price targets increased: Truist Financial raised its target from $55 to $57 and maintained a “buy” rating, while Wells Fargo lifted its target from $52 to $55 and assigned an “overweight” rating. The revised targets imply substantial potential upside from recent trading levels. Benzinga analyst coverage
• Positive Sentiment: Acquisition-led growth remains a focus: Smurfit Westrock is reportedly seeking acquisitions to support its next phase of expansion. Successful deals could strengthen its market position, broaden its product portfolio and improve long-term growth. Smurfit Westrock is Hunting for Acquisitions
• Positive Sentiment: Dividend supports shareholder returns: The company declared a quarterly dividend of $0.4523 per share, payable September 10 to shareholders of record August 14. The indicated annual yield is approximately 3.8%, providing income support for investors.
• Neutral Sentiment: Regulatory filing completed: Smurfit Westrock filed its Form 10-Q for the quarter ended June 30, 2026. The filing provides the detailed financial and operating disclosures investors will use to assess the quarter and outlook. Smurfit Westrock Form 10-Q
• Negative Sentiment: Quarterly earnings missed expectations: Smurfit Westrock reported adjusted earnings of $0.35 per share versus the $0.42 consensus estimate. Revenue of $8.03 billion exceeded forecasts and rose 1.1% year over year, but the earnings shortfall triggered a negative market reaction. Smurfit Westrock Shares Gap Down Following Weak Earnings
• Negative Sentiment: Cost pressures reduced the outlook: Higher freight, energy and other input costs pressured adjusted EBITDA, leading management to project full-year 2026 adjusted EBITDA of $4.9 billion to $5.1 billion. Investors are weighing this near-term margin pressure against the company’s longer-term growth prospects. Smurfit Westrock Signals 2026 EBITDA Outlook

Smurfit Westrock Price Performance

Shares of SW stock opened at $46.03 on Friday. The company has a debt-to-equity ratio of 0.73, a current ratio of 1.45 and a quick ratio of 0.95. The company has a market capitalization of $24.14 billion, a P/E ratio of 48.97, a P/E/G ratio of 0.82 and a beta of 0.95. The company’s 50-day simple moving average is $44.03 and its two-hundred day simple moving average is $42.85. Smurfit Westrock PLC has a one year low of $32.73 and a one year high of $52.65.

Smurfit Westrock (NYSE:SW) last issued its earnings results on Wednesday, July 29th. The company reported $0.35 EPS for the quarter, missing analysts’ consensus estimates of $0.42 by ($0.07). Smurfit Westrock had a return on equity of 4.60% and a net margin of 1.59%.The company had revenue of $8.03 billion for the quarter, compared to analysts’ expectations of $7.93 billion. During the same period last year, the business posted ($0.05) earnings per share. The business’s revenue was up 1.1% compared to the same quarter last year. As a group, equities analysts anticipate that Smurfit Westrock PLC will post 2.16 EPS for the current year.

Smurfit Westrock Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, September 10th. Shareholders of record on Friday, August 14th will be issued a dividend of $0.4523 per share. This represents a $1.81 annualized dividend and a yield of 3.9%. The ex-dividend date is Friday, August 14th. Smurfit Westrock’s dividend payout ratio (DPR) is presently 192.55%.

Smurfit Westrock Company Profile

Smurfit Westrock Plc, together with its subsidiaries, manufactures, distributes, and sells containerboard, corrugated containers, and other paper-based packaging products in Ireland and internationally. The company produces containerboard that it converts into corrugated containers or sells to third parties, as well as produces other types of paper, such as consumer packaging board, sack paper, graphic paper, solid board and graphic board, and other paper-based packaging products, such as consumer packaging, solid board packaging, paper sacks, and other packaging products, including bag-in-box.