Graphic Packaging (NYSE:GPK) Issues FY 2026 Earnings Guidance

Graphic Packaging (NYSE:GPK) updated its FY 2026 earnings guidance on Tuesday. The company provided earnings per share (EPS) guidance of 0.650-0.900 for the period, compared to the consensus earnings per share estimate of 0.830. The company issued revenue guidance of $8.6 billion-$8.6 billion, compared to the consensus revenue estimate of $8.6 billion.

Wall Street Analysts Forecast Growth

Several equities research analysts have recently issued reports on the stock. Zacks Research upgraded shares of Graphic Packaging from a “strong sell” rating to a “hold” rating in a research note on Monday, June 1st. Robert W. Baird set a $13.00 price target on shares of Graphic Packaging in a report on Wednesday, May 6th. Weiss Ratings restated a “sell (d+)” rating on shares of Graphic Packaging in a research report on Wednesday, June 24th. Raymond James Financial downgraded shares of Graphic Packaging from a “market perform” rating to an “underperform” rating in a report on Tuesday, April 21st. Finally, Citigroup upped their price objective on shares of Graphic Packaging from $10.00 to $11.00 and gave the company a “neutral” rating in a research report on Thursday, May 7th. Nine research analysts have rated the stock with a Hold rating and three have issued a Sell rating to the stock. According to MarketBeat.com, the company currently has a consensus rating of “Reduce” and an average target price of $11.14.

Graphic Packaging Price Performance

NYSE:GPK traded down $0.13 during trading hours on Wednesday, reaching $11.76. The company had a trading volume of 1,206,839 shares, compared to its average volume of 6,743,474. The company has a quick ratio of 0.59, a current ratio of 1.41 and a debt-to-equity ratio of 1.60. The stock has a 50-day moving average of $10.80 and a two-hundred day moving average of $11.07. Graphic Packaging has a one year low of $8.78 and a one year high of $23.47. The firm has a market capitalization of $3.48 billion, a PE ratio of 12.78 and a beta of 0.66.

Graphic Packaging (NYSE:GPK) last issued its quarterly earnings data on Tuesday, August 4th. The industrial products company reported $0.14 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.12 by $0.02. Graphic Packaging had a return on equity of 12.62% and a net margin of 3.17%.The company had revenue of $2.19 billion during the quarter, compared to analysts’ expectations of $2.18 billion. During the same period last year, the business earned $0.42 earnings per share. The business’s revenue was down .7% on a year-over-year basis. Graphic Packaging has set its FY 2026 guidance at 0.650-0.900 EPS. Analysts forecast that Graphic Packaging will post 0.75 earnings per share for the current year.

Graphic Packaging Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Tuesday, October 6th. Shareholders of record on Tuesday, September 15th will be given a $0.11 dividend. The ex-dividend date is Tuesday, September 15th. This represents a $0.44 dividend on an annualized basis and a yield of 3.7%. Graphic Packaging’s payout ratio is 47.83%.

Insiders Place Their Bets

In other news, Director Jeffrey Stafeil acquired 17,878 shares of the company’s stock in a transaction dated Thursday, May 7th. The stock was bought at an average price of $11.19 per share, with a total value of $200,054.82. Following the completion of the acquisition, the director owned 17,878 shares in the company, valued at approximately $200,054.82. This represents a ∞ increase in their position. The acquisition was disclosed in a document filed with the SEC, which is available through this hyperlink. Corporate insiders own 1.50% of the company’s stock.

More Graphic Packaging News

Here are the key news stories impacting Graphic Packaging this week:

• Positive Sentiment: Graphic Packaging reported second-quarter adjusted EPS of $0.14, above the $0.11–$0.12 analyst consensus, while sales of $2.19 billion slightly exceeded expectations. Adjusted EBITDA reached $247 million despite elevated inflation, and innovation sales contributed $40 million. Graphic Packaging Second-Quarter 2026 Financial Results
• Positive Sentiment: Management said it expects a 2026 cash-flow rebound, which could improve balance-sheet flexibility and support investor confidence if execution remains strong. Graphic Packaging Eyes 2026 Cash Flow Rebound
• Neutral Sentiment: Unusually heavy options activity preceded the earnings report, with investors purchasing 28,164 call options—about 35 times typical daily volume. This signals elevated trading interest, but does not necessarily reflect a sustained fundamental view.
• Negative Sentiment: Graphic Packaging lowered its fiscal 2026 EPS guidance to $0.65–$0.90 from an implied consensus near $0.83, creating a wider range and signaling continued uncertainty. Revenue guidance of approximately $8.6 billion was broadly in line with expectations. Graphic Packaging Lowers Full-Year Guidance
• Negative Sentiment: Second-quarter revenue declined 0.7% year over year, while EPS fell from $0.42 to $0.14 in the prior-year period, highlighting weaker profitability despite the quarterly earnings beat.
• Negative Sentiment: Wells Fargo raised its price target from $9 to $10 but maintained an “underweight” rating, implying roughly 14.6% downside from the referenced market price. The cautious view reinforces concerns about earnings pressure and valuation. Wells Fargo Graphic Packaging Rating

Hedge Funds Weigh In On Graphic Packaging

Several institutional investors have recently bought and sold shares of the business. Brooklyn Investment Group grew its holdings in Graphic Packaging by 348.8% during the 3rd quarter. Brooklyn Investment Group now owns 11,504 shares of the industrial products company’s stock worth $225,000 after acquiring an additional 8,941 shares during the last quarter. BTG Pactual Asset Management US LLC bought a new position in shares of Graphic Packaging in the fourth quarter worth about $208,000. Vestcor Inc acquired a new position in shares of Graphic Packaging during the third quarter worth approximately $189,000. one8zero8 LLC lifted its position in shares of Graphic Packaging by 8.7% during the fourth quarter. one8zero8 LLC now owns 12,500 shares of the industrial products company’s stock worth $188,000 after purchasing an additional 1,000 shares in the last quarter. Finally, State of Wyoming grew its stake in shares of Graphic Packaging by 13.8% during the fourth quarter. State of Wyoming now owns 11,957 shares of the industrial products company’s stock valued at $180,000 after purchasing an additional 1,451 shares during the last quarter. Institutional investors own 99.67% of the company’s stock.

Graphic Packaging Company Profile

Graphic Packaging Holding Company is a leading provider of sustainable paperboard packaging solutions, offering a broad portfolio of products designed for food, beverage and other consumer goods markets. The company specializes in the manufacture of containerboard, folding cartons and engineered fill materials, as well as beverage packaging systems including paperboard cups, carriers and related components.

Through a network of manufacturing facilities across North America, Europe and Latin America, Graphic Packaging serves a diverse customer base that includes major consumer packaged goods companies, quick-service restaurants and retail chains.