Ball (NYSE:BALL) Updates FY 2026 Earnings Guidance

Ball (NYSE:BALL) issued an update on its FY 2026 earnings guidance on Tuesday morning. The company provided earnings per share guidance of 3.930- for the period, compared to the consensus earnings per share estimate of 3.980. The company issued revenue guidance of -.

Wall Street Analysts Forecast Growth

A number of analysts recently issued reports on the company. JPMorgan Chase & Co. decreased their target price on Ball from $56.00 to $50.00 and set a “neutral” rating for the company in a research report on Wednesday, November 5th. Citigroup raised Ball from a “neutral” rating to a “buy” rating and increased their price objective for the company from $54.00 to $67.00 in a report on Tuesday, January 6th. UBS Group lifted their target price on shares of Ball from $55.00 to $58.00 and gave the company a “neutral” rating in a report on Monday, January 12th. Weiss Ratings reiterated a “hold (c)” rating on shares of Ball in a research note on Monday, December 29th. Finally, Truist Financial lifted their price objective on shares of Ball from $69.00 to $75.00 and gave the company a “buy” rating in a research note on Wednesday. Eight analysts have rated the stock with a Buy rating and six have issued a Hold rating to the company. According to MarketBeat.com, Ball presently has a consensus rating of “Moderate Buy” and a consensus target price of $64.92.

Ball Stock Up 9.0%

BALL stock opened at $61.78 on Wednesday. The stock has a market capitalization of $16.56 billion, a PE ratio of 25.11, a price-to-earnings-growth ratio of 1.12 and a beta of 1.13. The company has a fifty day moving average of $53.13 and a 200-day moving average of $51.74. The company has a debt-to-equity ratio of 1.26, a quick ratio of 0.72 and a current ratio of 1.11. Ball has a one year low of $43.51 and a one year high of $62.77.

Ball (NYSE:BALL) last posted its quarterly earnings results on Tuesday, February 3rd. The company reported $0.91 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.90 by $0.01. The firm had revenue of $3.35 billion during the quarter, compared to analysts’ expectations of $3.11 billion. Ball had a net margin of 5.36% and a return on equity of 17.89%. The firm’s revenue for the quarter was up 16.2% on a year-over-year basis. During the same period in the prior year, the company posted $0.84 earnings per share. Ball has set its FY 2026 guidance at 3.930- EPS. As a group, analysts expect that Ball will post 3.48 EPS for the current year.

Ball Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Monday, March 16th. Investors of record on Monday, March 2nd will be paid a $0.20 dividend. The ex-dividend date is Monday, March 2nd. This represents a $0.80 dividend on an annualized basis and a dividend yield of 1.3%. Ball’s payout ratio is 32.52%.

Key Ball News

Here are the key news stories impacting Ball this week:

• Positive Sentiment: Q4 beat: Ball reported adjusted EPS of $0.91 (vs. $0.90 consensus) and revenue of $3.35B (vs. ~$3.11B expected); management cited higher volumes and favorable price/mix driving sales growth. BALL’s Q4 Earnings Beat Estimates
• Positive Sentiment: Strong cash and shareholder returns: Ball generated record adjusted free cash flow (~$956M for 2025) and returned ~$1.54B via buybacks/dividends, supporting capital allocation and buyback-driven EPS. Ball Reports Strong Fourth Quarter and Full-Year 2025 Results
• Positive Sentiment: Strategic M&A: Completed a majority stake acquisition in European can maker Benepack, expanding capacity/market presence in Europe. Press Release
• Neutral Sentiment: Analyst stance: Brokerages have a consensus “Moderate Buy” on BALL, indicating continued analyst support but not unanimous conviction. Brokerage Consensus
• Neutral Sentiment: Documentation posted: The company published the press release, slide deck and conference call transcript for investors to review management’s commentary and assumptions. Earnings Materials
• Negative Sentiment: Guidance and margin pressure: Ball set FY‑2026 EPS guidance slightly below consensus (~$3.93 vs. ~$3.98), and management noted higher input costs that weighed on margins across segments — a constraint on upside despite top‑line strength. Guidance & Results
• Negative Sentiment: Small EPS beat: The EPS beat was modest (+$0.01), which coupled with margin headwinds and guidance below consensus could temper investor enthusiasm. Earnings Summary

Institutional Investors Weigh In On Ball

Several institutional investors have recently made changes to their positions in the stock. Invesco Ltd. lifted its stake in shares of Ball by 14.9% in the third quarter. Invesco Ltd. now owns 4,651,348 shares of the company’s stock valued at $234,521,000 after purchasing an additional 602,137 shares during the period. Boston Partners lifted its position in shares of Ball by 2.1% during the 3rd quarter. Boston Partners now owns 3,816,297 shares of the company’s stock valued at $192,402,000 after acquiring an additional 79,700 shares during the period. Bank of America Corp DE boosted its stake in shares of Ball by 17.1% during the 3rd quarter. Bank of America Corp DE now owns 2,406,154 shares of the company’s stock worth $121,318,000 after acquiring an additional 351,060 shares in the last quarter. AQR Capital Management LLC boosted its stake in shares of Ball by 1,465.3% during the 2nd quarter. AQR Capital Management LLC now owns 1,314,786 shares of the company’s stock worth $73,746,000 after acquiring an additional 1,230,791 shares in the last quarter. Finally, Man Group plc grew its holdings in shares of Ball by 141.3% in the 3rd quarter. Man Group plc now owns 1,248,500 shares of the company’s stock worth $62,949,000 after acquiring an additional 731,076 shares during the period. 86.51% of the stock is currently owned by hedge funds and other institutional investors.

About Ball

Ball Corporation is a leading provider of sustainable aluminum packaging solutions and advanced aerospace technologies. Headquartered in Broomfield, Colorado, the company serves customers in the beverage, food and aerosol markets through a global network of manufacturing facilities. With an emphasis on sustainability and innovation, Ball designs and produces metal cans, bottles and ends that support recycling and reduce environmental impact.

The company’s packaging segment specializes in beverage cans for soft drinks, beer and energy drinks, as well as metal packaging for food and personal care applications.