Smurfit Westrock PLC $SW Shares Acquired by The Manufacturers Life Insurance Company

The Manufacturers Life Insurance Company lifted its holdings in Smurfit Westrock PLC (NYSE:SW) by 3.3% during the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 1,218,471 shares of the company’s stock after buying an additional 38,940 shares during the quarter. The Manufacturers Life Insurance Company’s holdings in Smurfit Westrock were worth $48,546,000 as of its most recent SEC filing.

Several other large investors have also recently bought and sold shares of the business. Wahed Invest LLC grew its stake in shares of Smurfit Westrock by 1.6% during the 4th quarter. Wahed Invest LLC now owns 13,721 shares of the company’s stock worth $531,000 after purchasing an additional 221 shares during the period. Benjamin Edwards Inc. boosted its holdings in Smurfit Westrock by 4.1% during the second quarter. Benjamin Edwards Inc. now owns 6,776 shares of the company’s stock worth $292,000 after buying an additional 264 shares in the last quarter. AXA S.A. boosted its holdings in Smurfit Westrock by 1.3% during the second quarter. AXA S.A. now owns 22,283 shares of the company’s stock worth $962,000 after buying an additional 285 shares in the last quarter. Mariner LLC grew its position in Smurfit Westrock by 0.9% during the third quarter. Mariner LLC now owns 31,906 shares of the company’s stock worth $1,358,000 after buying an additional 294 shares during the period. Finally, Creative Planning grew its position in Smurfit Westrock by 5.0% during the third quarter. Creative Planning now owns 7,082 shares of the company’s stock worth $301,000 after buying an additional 338 shares during the period. Hedge funds and other institutional investors own 83.38% of the company’s stock.

Smurfit Westrock News Summary

Here are the key news stories impacting Smurfit Westrock this week:

• Positive Sentiment: Analyst price targets raised: Truist Financial lifted its target from $55 to $57 and assigned a “buy” rating, while Wells Fargo raised its target from $52 to $55 and rated the shares “overweight.” These targets imply meaningful upside from recent levels. Benzinga analyst ratings
• Positive Sentiment: Revenue and cash flow remained resilient: Second-quarter sales rose 1.1% year over year to $8.03 billion, exceeding expectations, while operating cash flow reached $765 million. Adjusted EBITDA was $1.14 billion, with a 14.2% margin. Second-quarter 2026 results
• Positive Sentiment: Dividend maintained: Smurfit Westrock declared a quarterly dividend of $0.4523 per share, equivalent to an annualized yield of approximately 3.8%. The ex-dividend date is August 14, with payment scheduled for September 10.
• Neutral Sentiment: Full-year outlook remains substantial: Management signaled adjusted EBITDA of $4.9 billion to $5.1 billion for 2026. While the range reflects pressure from higher freight costs, it is broadly consistent with some prior analyst expectations and leaves room for an improved earnings profile in 2027. 2026 EBITDA outlook
• Negative Sentiment: Quarterly earnings missed estimates: Adjusted earnings were $0.35 per share versus the $0.42 consensus estimate. Net income was $88 million, representing a 1.1% margin, as higher freight, energy and other input costs weighed on profitability. The weaker results triggered a premarket gap lower and remain the main reason for the stock’s decreased price. Second-quarter earnings miss

Smurfit Westrock Price Performance

NYSE:SW opened at $47.68 on Friday. Smurfit Westrock PLC has a 12-month low of $32.73 and a 12-month high of $52.65. The firm has a market cap of $25.01 billion, a price-to-earnings ratio of 50.72, a price-to-earnings-growth ratio of 0.82 and a beta of 0.95. The company’s 50-day moving average is $43.87 and its two-hundred day moving average is $42.83. 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 (NYSE:SW) last issued its quarterly earnings results on Wednesday, July 29th. The company reported $0.35 EPS for the quarter, missing analysts’ consensus estimates of $0.42 by ($0.07). The firm had revenue of $8.03 billion for the quarter, compared to analysts’ expectations of $7.93 billion. Smurfit Westrock had a return on equity of 4.60% and a net margin of 1.59%.The business’s quarterly revenue was up 1.1% compared to the same quarter last year. During the same quarter last year, the firm earned ($0.05) earnings per share. Research analysts expect that Smurfit Westrock PLC will post 2.2 EPS for the current year.

Smurfit Westrock Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Thursday, September 10th. Shareholders of record on Friday, August 14th will be paid a $0.4523 dividend. This represents a $1.81 annualized dividend and a yield of 3.8%. The ex-dividend date of this dividend is Friday, August 14th. Smurfit Westrock’s payout ratio is presently 251.39%.

Analyst Ratings Changes

A number of equities research analysts have recently issued reports on the stock. Wells Fargo & Company lifted their price target on shares of Smurfit Westrock from $52.00 to $55.00 and gave the company an “overweight” rating in a research report on Thursday. Wall Street Zen cut Smurfit Westrock from a “hold” rating to a “sell” rating in a report on Saturday, May 9th. Loop Capital set a $71.00 price target on Smurfit Westrock in a report on Tuesday. Royal Bank Of Canada raised their price objective on Smurfit Westrock from $56.00 to $60.00 and gave the company an “outperform” rating in a research note on Thursday. Finally, Citigroup lifted their price objective on Smurfit Westrock from $51.00 to $56.00 and gave the stock a “buy” rating in a report on Thursday, July 9th. Eleven research analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the stock. According to data from MarketBeat.com, Smurfit Westrock has a consensus rating of “Moderate Buy” and an average target price of $57.23.

About Smurfit Westrock

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.