Healthcare of Ontario Pension Plan Trust Fund Has $1.31 Million Position in Smurfit Westrock PLC $SW

Healthcare of Ontario Pension Plan Trust Fund boosted its stake in shares of Smurfit Westrock PLC (NYSE:SW) by 59.0% during the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 32,824 shares of the company’s stock after acquiring an additional 12,181 shares during the period. Healthcare of Ontario Pension Plan Trust Fund’s holdings in Smurfit Westrock were worth $1,308,000 at the end of the most recent reporting period.

A number of other hedge funds have also recently added to or reduced their stakes in SW. Fideuram Intesa Sanpaolo Private Banking S.P.A. bought a new stake in shares of Smurfit Westrock during the 4th quarter valued at $28,000. DV Equities LLC acquired a new stake in shares of Smurfit Westrock during the 4th quarter worth $28,000. CYBER HORNET ETFs LLC bought a new position in shares of Smurfit Westrock in the second quarter worth $29,000. Root Financial Partners LLC increased its position in shares of Smurfit Westrock by 187.6% in the first quarter. Root Financial Partners LLC now owns 768 shares of the company’s stock worth $31,000 after purchasing an additional 501 shares during the period. Finally, UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC acquired a new position in Smurfit Westrock in the fourth quarter valued at about $31,000. Institutional investors own 83.38% of the company’s stock.

Smurfit Westrock Stock Performance

NYSE:SW opened at $46.03 on Friday. Smurfit Westrock PLC has a twelve month low of $32.73 and a twelve month high of $52.65. The company has a quick ratio of 0.95, a current ratio of 1.45 and a debt-to-equity ratio of 0.73. The stock’s 50-day simple moving average is $44.03 and its 200 day simple moving average is $42.85. The firm has a market capitalization of $24.14 billion, a PE ratio of 48.97, a price-to-earnings-growth ratio of 0.79 and a beta of 0.95.

Smurfit Westrock (NYSE:SW) last issued its earnings results on Wednesday, July 29th. The company reported $0.35 EPS for the quarter, missing the consensus estimate of $0.42 by ($0.07). The business had revenue of $8.03 billion for the quarter, compared to analyst estimates of $7.93 billion. Smurfit Westrock had a return on equity of 4.60% and a net margin of 1.59%.The firm’s revenue was up 1.1% compared to the same quarter last year. During the same period in the previous year, the firm posted ($0.05) EPS. On average, analysts anticipate that Smurfit Westrock PLC will post 2.13 EPS for the current fiscal year.

Smurfit Westrock Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, September 10th. Investors of record on Friday, August 14th will be given a dividend of $0.4523 per share. This represents a $1.81 dividend on an annualized basis and a yield of 3.9%. The ex-dividend date is Friday, August 14th. Smurfit Westrock’s dividend payout ratio is currently 192.55%.

Analyst Upgrades and Downgrades

Several research firms recently weighed in on SW. Wall Street Zen raised shares of Smurfit Westrock from a “sell” rating to a “hold” rating in a research report on Saturday. Royal Bank Of Canada raised their target price on shares of Smurfit Westrock from $56.00 to $60.00 and gave the company an “outperform” rating in a report on Thursday. Citigroup boosted their target price on shares of Smurfit Westrock from $51.00 to $56.00 and gave the company a “buy” rating in a research report on Thursday, July 9th. UBS Group cut their price target on shares of Smurfit Westrock from $60.00 to $56.00 and set a “buy” rating for the company in a report on Monday, April 13th. Finally, Truist Financial increased their price target on shares of Smurfit Westrock from $55.00 to $57.00 and gave the stock a “buy” rating in a research report on Thursday. Eleven investment analysts have rated the stock with a Buy rating and two have given a Hold rating to the stock. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and an average price target of $57.23.

Key Headlines Impacting Smurfit Westrock

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 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.