Avery Dennison Corporation $AVY Shares Sold by Aristotle Atlantic Partners LLC

Aristotle Atlantic Partners LLC lessened its stake in Avery Dennison Corporation (NYSE:AVY) by 4.7% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 97,505 shares of the industrial products company’s stock after selling 4,763 shares during the period. Aristotle Atlantic Partners LLC’s holdings in Avery Dennison were worth $15,812,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds also recently made changes to their positions in the company. Vanguard Group Inc. increased its position in shares of Avery Dennison by 3.6% during the third quarter. Vanguard Group Inc. now owns 10,379,137 shares of the industrial products company’s stock worth $1,683,185,000 after purchasing an additional 361,231 shares in the last quarter. Wellington Management Group LLP boosted its position in shares of Avery Dennison by 12.5% in the 3rd quarter. Wellington Management Group LLP now owns 5,808,960 shares of the industrial products company’s stock valued at $942,039,000 after purchasing an additional 644,664 shares during the period. State Street Corp grew its stake in Avery Dennison by 0.6% during the 2nd quarter. State Street Corp now owns 3,646,614 shares of the industrial products company’s stock worth $639,871,000 after buying an additional 23,309 shares during the last quarter. Ameriprise Financial Inc. grew its stake in Avery Dennison by 30.9% during the 3rd quarter. Ameriprise Financial Inc. now owns 1,841,191 shares of the industrial products company’s stock worth $298,613,000 after buying an additional 435,156 shares during the last quarter. Finally, Invesco Ltd. increased its position in Avery Dennison by 4.9% during the third quarter. Invesco Ltd. now owns 1,659,862 shares of the industrial products company’s stock worth $269,180,000 after buying an additional 77,272 shares during the period. Hedge funds and other institutional investors own 94.17% of the company’s stock.

Analyst Ratings Changes

Several equities research analysts have recently weighed in on the company. Citigroup increased their price objective on Avery Dennison from $188.00 to $201.00 and gave the company a “neutral” rating in a report on Friday, February 6th. Truist Financial lifted their target price on shares of Avery Dennison from $213.00 to $234.00 and gave the company a “buy” rating in a report on Tuesday, January 6th. UBS Group upped their price target on shares of Avery Dennison from $218.00 to $226.00 and gave the company a “buy” rating in a research report on Thursday, February 5th. JPMorgan Chase & Co. raised their price objective on shares of Avery Dennison from $195.00 to $205.00 and gave the stock an “overweight” rating in a research report on Monday, February 9th. Finally, BMO Capital Markets lifted their price objective on shares of Avery Dennison from $215.00 to $224.00 and gave the company an “outperform” rating in a research note on Friday, February 6th. Nine analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company’s stock. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus price target of $208.45.

Avery Dennison Trading Down 0.2%

Shares of AVY stock opened at $170.72 on Friday. The business’s fifty day moving average price is $187.85 and its 200 day moving average price is $177.12. The firm has a market capitalization of $13.13 billion, a PE ratio of 19.44, a P/E/G ratio of 3.05 and a beta of 0.97. The company has a debt-to-equity ratio of 1.43, a current ratio of 1.13 and a quick ratio of 0.76. Avery Dennison Corporation has a 1-year low of $156.23 and a 1-year high of $199.54.

Avery Dennison (NYSE:AVY) last released its earnings results on Wednesday, February 4th. The industrial products company reported $2.45 EPS for the quarter, beating analysts’ consensus estimates of $2.40 by $0.05. The company had revenue of $2.27 billion during the quarter, compared to the consensus estimate of $2.29 billion. Avery Dennison had a return on equity of 33.84% and a net margin of 7.77%.Avery Dennison’s quarterly revenue was up 3.9% compared to the same quarter last year. During the same quarter last year, the company earned $2.38 earnings per share. Avery Dennison has set its Q1 2026 guidance at 2.400-2.46 EPS. As a group, sell-side analysts forecast that Avery Dennison Corporation will post 9.96 EPS for the current fiscal year.

Avery Dennison Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, March 18th. Investors of record on Wednesday, March 4th will be paid a $0.94 dividend. The ex-dividend date is Wednesday, March 4th. This represents a $3.76 annualized dividend and a dividend yield of 2.2%. Avery Dennison’s dividend payout ratio (DPR) is 42.82%.

Key Stories Impacting Avery Dennison

Here are the key news stories impacting Avery Dennison this week:

• Positive Sentiment: Sell-side support remains: multiple analysts maintain buy/overweight ratings and above-current price targets (median ~$214.5), which provides upside thesis and can limit downside pressure. Quiver Quant — CEO Pay & Analyst Notes
• Neutral Sentiment: Media coverage and analyst commentary framed Avery Dennison as a consumer-cyclical name alongside peers, offering context but no single catalyst. The Globe and Mail — Analyst Insights
• Neutral Sentiment: Proxy/compensation filing shows CEO Deon Stander’s estimated 2025 pay (~$9.54M), modestly down year-over-year — unlikely to materially move the stock by itself. Quiver Quant — CEO Pay & Insider Activity
• Negative Sentiment: Director Mitchell R. Butier sold sizable blocks (20,000 shares on Mar 11 at ~$173.88 and 13,000 shares on Mar 12 at ~$171.50). Continued insider selling can signal liquidity-taking and weighs on sentiment. SEC Form 4 — Insider Sales
• Negative Sentiment: Zacks trimmed near-term and medium-term EPS estimates modestly (small cuts to Q4 2026/Q1 2027/Q4 2027 and FY2026–27 forecasts). Even small downgrades can pressure shares in the absence of stronger operational beats.
• Negative Sentiment: Institutional rebalancing noted in data (large quarterly reductions by several big managers per Quiver), which can increase selling pressure and volatility short-term. Quiver Quant — Institutional Moves

Insider Activity

In other Avery Dennison news, Director Mitchell R. Butier sold 13,000 shares of the company’s stock in a transaction dated Thursday, March 12th. The shares were sold at an average price of $171.50, for a total transaction of $2,229,500.00. Following the transaction, the director directly owned 198,147 shares in the company, valued at approximately $33,982,210.50. This represents a 6.16% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through this link. Also, SVP Ignacio J. Walker sold 1,156 shares of the stock in a transaction dated Friday, February 6th. The shares were sold at an average price of $192.95, for a total transaction of $223,050.20. Following the completion of the transaction, the senior vice president directly owned 7,588 shares of the company’s stock, valued at approximately $1,464,104.60. This trade represents a 13.22% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 34,156 shares of company stock valued at $5,930,150 in the last quarter. Company insiders own 0.84% of the company’s stock.

About Avery Dennison

Avery Dennison (NYSE:AVY) is a global materials science and manufacturing company specializing in labeling and packaging solutions. The company develops pressure-sensitive materials, tags and labels, and adhesive technologies that help brands and businesses enhance product identification, branding and supply-chain performance. Avery Dennison’s offerings range from industrial and retail labeling to high-performance tapes, films and graphics materials used across multiple end markets.

The company operates through several key segments, including Label and Graphic Materials, which supplies pressure-sensitive materials for consumer goods; Retail Branding and Information Solutions, offering apparel tags, RFID inlays and digital product identification; Pressure-Sensitive Materials, providing specialty tapes and adhesives; and RF Technologies, focused on advanced RFID and IoT labeling solutions.