SW
Smurfit Westrock plc
0
Funds holding %
of 7,398 funds
0
Analysts bullish %
of 3 analysts
Fund manager confidence
Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
1,882% more call options, than puts
Call options by funds: $33.8M | Put options by funds: $1.71M
184% more first-time investments, than exits
New positions opened: 139 | Existing positions closed: 49
18% more funds holding
Funds holding: 497 [Q3] → 584 (+87) [Q4]
7.78% more ownership
Funds ownership: 75.62% [Q3] → 83.4% (+7.78%) [Q4]
7% more funds holding in top 10
Funds holding in top 10: 15 [Q3] → 16 (+1) [Q4]
5% more capital invested
Capital invested by funds: $22.2B [Q3] → $23.3B (+$1.14B) [Q4]
7% more repeat investments, than reductions
Existing positions increased: 194 | Existing positions reduced: 182
Research analyst outlook
3 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$62
37%
upside
Avg. target
$63
39%
upside
High target
$64
42%
upside
3 analyst ratings
3 positive
100%
0 neutral
0%
0 negative
0%
Morgan Stanley Brian Morton 50% 1-year accuracy 1 / 2 met price target | 42%upside $64 | Overweight Maintained | 11 Mar 2025 |
Truist Securities Michael Roxland 22% 1-year accuracy 10 / 46 met price target | 37%upside $62 | Buy Initiated | 21 Jan 2025 |
Citigroup Anthony Pettinari 31% 1-year accuracy 33 / 105 met price target | 37%upside $62 | Buy Maintained | 6 Jan 2025 |
Financial journalist opinion
Based on 3 articles about SW published over the past 30 days
Positive
24/7 Wall Street
1 week ago
Goldman Sachs Says Foreign Investors Love These 4 U.S. Passive Income Dividend Stocks
According to the analysts at Goldman Sachs,
Positive
Seeking Alpha
2 weeks ago
Smurfit Westrock: Stock Price Weakness Represents A Clear Buy Opportunity
Smurfit WestRock's stock has declined by 17%, but the merger offers growth potential through synergies and operational efficiencies. A Russia-Ukraine peace deal and International Paper's mill closure could reduce costs and tighten the US market, benefiting Smurfit WestRock. The company's global presence mitigates risks from tariffs and counter-tariffs.
Negative
Zacks Investment Research
2 weeks ago
Why Is Smurfit Westrock (SW) Down 20.5% Since Last Earnings Report?
Smurfit Westrock (SW) reported earnings 30 days ago. What's next for the stock?
Neutral
Seeking Alpha
1 month ago
Smurfit Westrock Plc (SW) Q4 2024 Earnings Call Transcript
Smurfit Westrock Plc (NYSE:SW ) Q4 2024 Earnings Conference Call February 12, 2025 7:30 AM ET Company Participants Ciaran Potts - Vice President of Investor Relations Tony Smurfit - Chief Executive Officer Ken Bowles - Chief Financial Officer Conference Call Participants Philip Ng - Jefferies Charlie Muir-Sands - BNP Paribas Exane Gabe Hajde - Wells Fargo Lars Kjellberg - Stifel Detlef Winckelmann - JPMorgan Anthony Pettinari - Citi Patrick Mann - Bank of America Matthew McKellar - RBC Capital Markets Ciaran Potts Just as a reminder, statements in today's earnings release and presentation and the comments made by management during this call may be considered forward-looking statements. These statements are subject to risks and uncertainties that could cause actual results to differ materially from our expectations and projections.
Neutral
Seeking Alpha
1 month ago
Smurfit Westrock Plc (SMFKY) Q4 2024 Earnings Call Transcript
Smurfit Westrock Plc (OTCPK:SMFKY) Q4 2024 Results Conference Call February 12, 2025 7:30 AM ET Company Participants Ciaran Potts - Vice President of IR Tony Smurfit - Chief Executive Officer Ken Bowles - Chief Financial Officer Conference Call Participants Philip Ng - Jefferies Charlie Muir-Sands - BNP Paribas Exane Gabe Hajde - Wells Fargo Lars Kjellberg - Stifel Detlef Winckelmann - JPMorgan Anthony Pettinari - Citi Patrick Mann - Bank of America Matthew McKellar - RBC Capital Markets Ciaran Potts Just as a reminder, statements in today's earnings release and presentation and the comments made by management during this call may be considered forward-looking statements. These statements are subject to risks and uncertainties that could cause actual results to differ materially from our expectations and projections.
Positive
Zacks Investment Research
1 month ago
Smurfit Westrock Q4 Earnings Miss Estimates, Sales Skyrockets Y/Y
SW reports an adjusted EBITDA of $4.7 billion for 2024, which came in line with its guidance.
Negative
Zacks Investment Research
1 month ago
Smurfit Westrock (SW) Q4 Earnings and Revenues Miss Estimates
Smurfit Westrock (SW) came out with quarterly earnings of $0.34 per share, missing the Zacks Consensus Estimate of $0.68 per share. This compares to earnings of $0.20 per share a year ago.
Neutral
Business Wire
1 month ago
Smurfit Westrock Reports Fourth Quarter and Full Year 2024 Results
DUBLIN--(BUSINESS WIRE)--Smurfit Westrock plc (NYSE: SW, LSE: SWR) today announced the financial results for the fourth quarter and full year ended December 31, 2024. Key points: Fourth quarter Net Sales of approx. $7.5 billion Fourth quarter Net Income of $146 million, with a Net Income Margin of 1.9% Fourth quarter Adjusted EBITDA1 of $1,166 million, with an Adjusted EBITDA Margin1 of 15.5% Full year Net Income of $319 million2 Full Year Combined Adjusted EBITDA1 of $4.7 billion, in-line with.
Positive
Kiplinger
1 month ago
The Best Materials Stocks to Buy
Materials stocks represent a wide swath of cyclical industries. Here's how investors can find the best ones to buy.
Neutral
24/7 Wall Street
1 month ago
This Billionaire's Hedge Fund Sold an E-Commerce Stock Before a 47% Rally—And Bought This Instead
According to Forbes, Paul Marshall is worth $1.1 billion.
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