SW
Smurfit Westrock plc
About: Smurfit WestRock manufactures corrugated packaging and consumer packaging, such as folding cartons and paperboard. After the merger of Smurfit Kappa and WestRock in summer 2024, Smurfit WestRock became the largest producer of containerboard in the world, with substantial operations in North America, South America, and Europe.
Employees: 38,068
0
Funds holding %
of 7,139 funds
0
Analysts bullish %
of 4 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
173% more first-time investments, than exits
New positions opened: 134 | Existing positions closed: 49
15% more funds holding
Funds holding: 498 [Q3] → 571 (+73) [Q4]
6.92% more ownership
Funds ownership: 75.77% [Q3] → 82.69% (+6.92%) [Q4]
7% more funds holding in top 10
Funds holding in top 10: 15 [Q3] → 16 (+1) [Q4]
7% more repeat investments, than reductions
Existing positions increased: 192 | Existing positions reduced: 179
4% more capital invested
Capital invested by funds: $22.2B [Q3] → $23.1B (+$900M) [Q4]
Research analyst outlook
4 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$62
17%
upside
Avg. target
$65
23%
upside
High target
$69
30%
upside
4 analyst ratings
4 positive
100%
0 neutral
0%
0 negative
0%
Truist Securities Michael Roxland 35% 1-year accuracy 17 / 48 met price target | 17%upside $62 | Buy Initiated | 21 Jan 2025 |
Citigroup Anthony Pettinari 51% 1-year accuracy 30 / 59 met price target | 17%upside $62 | Buy Maintained | 6 Jan 2025 |
Barclays Gaurav Jain 88% 1-year accuracy 7 / 8 met price target | 28%upside $68 | Overweight Maintained | 11 Dec 2024 |
JP Morgan Detlef Winckelmann 100% 1-year accuracy 3 / 3 met price target | 30%upside $69 | Overweight Maintained | 29 Nov 2024 |
Financial journalist opinion
Based on 10 articles about SW published over the past 30 days
Neutral
Seeking Alpha
1 week 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 week 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 week 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 week 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 week 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 week 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
2 weeks 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.
Neutral
Zacks Investment Research
2 weeks ago
Smurfit Westrock is Set to Report Q4 Earnings: What's in Store?
SW's Q4 results are likely to reflect packaging demand for food, beverages and medicines, and growth in e-commerce activities, offset by higher costs.
Positive
Zacks Investment Research
2 weeks ago
Smurfit Westrock (SW) Reports Next Week: Wall Street Expects Earnings Growth
Smurfit Westrock (SW) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Neutral
Business Wire
3 weeks ago
Smurfit Westrock Declares Quarterly Dividend
DUBLIN--(BUSINESS WIRE)--Smurfit Westrock plc (NYSE:SW, LSE:SWR) (the “Company”) announced today that its Board approved a quarterly dividend of $0.4308 per share on its ordinary shares. The quarterly dividend of $0.4308 per ordinary share is payable March 18, 2025 to shareholders of record at the close of business on February 14, 2025. Dividend Timetable The timetable for payment of the quarterly dividend of $0.4308 per ordinary share is as follows: Ex-dividend Date: February 14, 2025 Record D.
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