Magnera (NYSE:MAGN) Announces Earnings Results

Magnera (NYSE:MAGN) announced its quarterly earnings results on Thursday. The company reported ($0.50) earnings per share (EPS) for the quarter, Zacks reports. The firm had revenue of $796.00 million for the quarter. Magnera had a negative net margin of 3.37% and a negative return on equity of 10.21%.

Here are the key takeaways from Magnera’s conference call:

• Adjusted EBITDA of $90 million was in line with expectations after weather adjustments; the company generated $73 million of free cash flow in the quarter ( $128 million LTM), repaid $36 million of debt and closed the quarter with ~$600 million of available liquidity.
• Winter storms Fern and Hernando forced temporary shutdowns of 13 and 7 plants, respectively, producing an estimated ~$5 million EBITDA hit for the quarter that management expects to largely recover in the second half of fiscal 2026.
• The conflict in the Middle East materially increased costs for resin, pulp, energy and transportation — roughly 70% of COGS — prompting a shift toward monthly pricing resets and surcharges; management expects Q3 cash headwinds with a recovery in Q4.
• Demand was mixed by region — Americas showed resilience (volumes would have been positive excluding weather), Europe remained soft, Rest of World volumes were down ~4%, while infrastructure and adult personal care delivered mid-single-digit volume growth.
• Management continues to invest in operational and sustainability projects (Gernsbach, Lydney, Dombühl) and reiterated ambitious targets — including −42% Scope 1 & 2 and −25% Scope 3 emissions by 2035 — intended to improve efficiency and long-term competitiveness.

Magnera Stock Up 6.1%

Shares of MAGN stock opened at $11.74 on Friday. The stock’s 50 day simple moving average is $10.56 and its 200 day simple moving average is $12.04. Magnera has a twelve month low of $7.82 and a twelve month high of $15.64. The company has a debt-to-equity ratio of 1.86, a quick ratio of 1.60 and a current ratio of 2.45. The company has a market capitalization of $421.50 million, a price-to-earnings ratio of -4.50 and a beta of 1.75.

Hedge Funds Weigh In On Magnera

Several hedge funds and other institutional investors have recently added to or reduced their stakes in MAGN. Quadrant Capital Group LLC raised its position in shares of Magnera by 702.6% in the fourth quarter. Quadrant Capital Group LLC now owns 1,862 shares of the company’s stock valued at $28,000 after purchasing an additional 1,630 shares during the period. Quarry LP bought a new stake in shares of Magnera during the 4th quarter worth $30,000. Caitong International Asset Management Co. Ltd grew its stake in Magnera by 106.7% in the 4th quarter. Caitong International Asset Management Co. Ltd now owns 1,978 shares of the company’s stock valued at $30,000 after buying an additional 1,021 shares during the last quarter. BNP Paribas Financial Markets grew its stake in Magnera by 92.7% in the 2nd quarter. BNP Paribas Financial Markets now owns 3,102 shares of the company’s stock valued at $37,000 after buying an additional 1,492 shares during the last quarter. Finally, Aquatic Capital Management LLC bought a new position in Magnera in the 3rd quarter worth $99,000. Institutional investors and hedge funds own 76.92% of the company’s stock.

Analyst Ratings Changes

A number of research firms have issued reports on MAGN. Wall Street Zen cut shares of Magnera from a “hold” rating to a “sell” rating in a research note on Saturday, February 7th. Wells Fargo & Company lowered shares of Magnera from an “overweight” rating to an “equal weight” rating and dropped their price target for the stock from $19.00 to $12.00 in a research note on Friday, March 20th. Finally, Weiss Ratings reaffirmed a “sell (d)” rating on shares of Magnera in a research note on Wednesday. Two investment analysts have rated the stock with a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, Magnera has an average rating of “Reduce” and an average price target of $14.00.

Magnera Company Profile

Magnera’s purpose is to better the world with new possibilities made real. By continuously co-creating and innovating with our partners, we develop original material solutions that make a brighter future possible. With a breadth of technologies and a passion for what we create, Magnera’s solutions propel our customers’ goals forward and solve end-users’ problems, every day.