Groupama Asset Managment Lowers Position in Smurfit Westrock PLC $SW

Groupama Asset Managment decreased its holdings in shares of Smurfit Westrock PLC (NYSE:SW) by 3.3% during the first quarter, HoldingsChannel reports. The firm owned 564,888 shares of the company’s stock after selling 18,997 shares during the period. Groupama Asset Managment’s holdings in Smurfit Westrock were worth $22,511,000 as of its most recent SEC filing.

Several other large investors have also modified their holdings of SW. AQR Capital Management LLC increased its holdings in Smurfit Westrock by 90.5% during the first quarter. AQR Capital Management LLC now owns 13,425 shares of the company’s stock valued at $593,000 after buying an additional 6,378 shares during the period. Integrated Wealth Concepts LLC raised its stake in Smurfit Westrock by 6.7% in the first quarter. Integrated Wealth Concepts LLC now owns 5,501 shares of the company’s stock worth $248,000 after buying an additional 346 shares in the last quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. lifted its holdings in Smurfit Westrock by 5.9% during the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 48,559 shares of the company’s stock worth $2,188,000 after buying an additional 2,698 shares during the period. NewEdge Advisors LLC lifted its holdings in Smurfit Westrock by 192.3% during the first quarter. NewEdge Advisors LLC now owns 13,264 shares of the company’s stock worth $598,000 after buying an additional 8,726 shares during the period. Finally, Woodline Partners LP boosted its position in Smurfit Westrock by 40.8% during the 1st quarter. Woodline Partners LP now owns 41,772 shares of the company’s stock valued at $1,882,000 after acquiring an additional 12,096 shares in the last quarter. Institutional investors own 83.38% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of research analysts have recently issued reports on SW shares. Morgan Stanley reiterated an “overweight” rating and issued a $57.00 price target on shares of Smurfit Westrock in a report on Wednesday, May 6th. Weiss Ratings raised Smurfit Westrock from a “hold (c-)” rating to a “hold (c)” rating in a research report on Thursday, July 16th. Wall Street Zen upgraded Smurfit Westrock from a “sell” rating to a “hold” rating in a research note on Saturday. Zacks Research upgraded shares of Smurfit Westrock from a “strong sell” rating to a “hold” rating in a report on Wednesday, May 6th. Finally, Truist Financial increased their price target on shares of Smurfit Westrock from $55.00 to $57.00 and gave the company a “buy” rating in a research report on Thursday. Eleven investment analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the stock. Based on data from MarketBeat, Smurfit Westrock has an average rating of “Moderate Buy” and a consensus target price of $57.23.

Smurfit Westrock Price Performance

NYSE SW opened at $46.03 on Friday. The firm’s fifty day simple moving average is $44.03 and its two-hundred day simple moving average is $42.85. The company has a current ratio of 1.45, a quick ratio of 0.95 and a debt-to-equity ratio of 0.73. Smurfit Westrock PLC has a 12-month low of $32.73 and a 12-month high of $52.65. The firm 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.

Smurfit Westrock (NYSE:SW) last posted its quarterly earnings data on Wednesday, July 29th. The company reported $0.35 earnings per share 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 business had revenue of $8.03 billion during the quarter, compared to analyst estimates of $7.93 billion. During the same period in the previous year, the business earned ($0.05) EPS. The firm’s revenue for the quarter was up 1.1% compared to the same quarter last year. Analysts forecast that Smurfit Westrock PLC will post 2.16 EPS for the current fiscal year.

Smurfit Westrock Dividend Announcement

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

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 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.