Healthcare of Ontario Pension Plan Trust Fund Purchases 12,181 Shares of Smurfit Westrock PLC $SW

Healthcare of Ontario Pension Plan Trust Fund boosted its position in Smurfit Westrock PLC (NYSE:SW) by 59.0% in the 1st quarter, according to its most recent filing with the SEC. The fund owned 32,824 shares of the company’s stock after purchasing an additional 12,181 shares during the period. Healthcare of Ontario Pension Plan Trust Fund’s holdings in Smurfit Westrock were worth $1,308,000 as of its most recent filing with the SEC.

Other hedge funds and other institutional investors have also bought and sold shares of the company. Capital Research Global Investors lifted its position in shares of Smurfit Westrock by 31.2% in the fourth quarter. Capital Research Global Investors now owns 36,127,677 shares of the company’s stock valued at $1,397,057,000 after buying an additional 8,596,558 shares during the last quarter. State Street Corp boosted its stake in shares of Smurfit Westrock by 3.6% during the 4th quarter. State Street Corp now owns 24,652,132 shares of the company’s stock worth $953,311,000 after acquiring an additional 845,218 shares during the period. Orbis Allan Gray Ltd increased its holdings in shares of Smurfit Westrock by 81.9% during the 2nd quarter. Orbis Allan Gray Ltd now owns 18,400,418 shares of the company’s stock worth $793,978,000 after acquiring an additional 8,286,205 shares during the last quarter. Geode Capital Management LLC increased its holdings in shares of Smurfit Westrock by 1.1% during the 4th quarter. Geode Capital Management LLC now owns 13,795,987 shares of the company’s stock worth $531,483,000 after acquiring an additional 155,778 shares during the last quarter. Finally, Norges Bank bought a new stake in Smurfit Westrock in the 4th quarter valued at $495,335,000. Institutional investors own 83.38% of the company’s stock.

Smurfit Westrock News Roundup

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

• Positive Sentiment: Analyst price targets increased: Truist Financial raised its target from $55 to $57 and maintained a “buy” rating, while Wells Fargo lifted its target from $52 to $55 and assigned an “overweight” rating. The revised targets imply substantial potential upside from recent trading levels. Benzinga analyst coverage
• Positive Sentiment: Acquisition-led growth remains a focus: Smurfit Westrock is reportedly seeking acquisitions to support its next phase of expansion. Successful deals could strengthen its market position, broaden its product portfolio and improve long-term growth. Smurfit Westrock is Hunting for Acquisitions
• Positive Sentiment: Dividend supports shareholder returns: The company declared a quarterly dividend of $0.4523 per share, payable September 10 to shareholders of record August 14. The indicated annual yield is approximately 3.8%, providing income support for investors.
• Neutral Sentiment: Regulatory filing completed: Smurfit Westrock filed its Form 10-Q for the quarter ended June 30, 2026. The filing provides the detailed financial and operating disclosures investors will use to assess the quarter and outlook. Smurfit Westrock Form 10-Q
• Negative Sentiment: Quarterly earnings missed expectations: Smurfit Westrock reported adjusted earnings of $0.35 per share versus the $0.42 consensus estimate. Revenue of $8.03 billion exceeded forecasts and rose 1.1% year over year, but the earnings shortfall triggered a negative market reaction. Smurfit Westrock Shares Gap Down Following Weak Earnings
• Negative Sentiment: Cost pressures reduced the outlook: Higher freight, energy and other input costs pressured adjusted EBITDA, leading management to project full-year 2026 adjusted EBITDA of $4.9 billion to $5.1 billion. Investors are weighing this near-term margin pressure against the company’s longer-term growth prospects. Smurfit Westrock Signals 2026 EBITDA Outlook

Wall Street Analysts Forecast Growth

Several equities research analysts have issued reports on the company. Barclays cut their price target on Smurfit Westrock from $54.00 to $52.00 and set an “overweight” rating for the company in a report on Thursday, May 21st. Deutsche Bank Aktiengesellschaft started coverage on shares of Smurfit Westrock in a research report on Tuesday, June 23rd. They issued a “buy” rating and a $57.00 price objective on the stock. JPMorgan Chase & Co. raised their target price on shares of Smurfit Westrock from $65.00 to $71.00 and gave the stock an “overweight” rating in a research note on Tuesday, July 28th. Weiss Ratings raised shares of Smurfit Westrock from a “hold (c-)” rating to a “hold (c)” rating in a report on Thursday, July 16th. Finally, Royal Bank Of Canada upped their price target on shares of Smurfit Westrock from $56.00 to $60.00 and gave the company an “outperform” rating in a research note on Thursday. Eleven research analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the company. According to MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $57.23.

Smurfit Westrock Stock Performance

SW opened at $46.03 on Friday. The company has a debt-to-equity ratio of 0.73, a current ratio of 1.45 and a quick ratio of 0.95. The business has a fifty day simple moving average of $44.03 and a 200 day simple moving average of $42.85. Smurfit Westrock PLC has a 1 year low of $32.73 and a 1 year high of $52.65. The company has a market capitalization of $24.14 billion, a PE ratio of 48.97, a price-to-earnings-growth ratio of 0.79 and a beta of 0.95.

Smurfit Westrock (NYSE:SW) last posted its quarterly earnings data on Wednesday, July 29th. The company reported $0.35 earnings per share for the quarter, missing the consensus estimate of $0.42 by ($0.07). Smurfit Westrock had a return on equity of 4.60% and a net margin of 1.59%.The firm had revenue of $8.03 billion for the quarter, compared to the consensus estimate of $7.93 billion. During the same quarter in the previous year, the business earned ($0.05) EPS. The firm’s quarterly revenue was up 1.1% on a year-over-year basis. Research analysts expect that Smurfit Westrock PLC will post 2.13 EPS for the current year.

Smurfit Westrock Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Thursday, September 10th. Investors of record on Friday, August 14th will be paid a $0.4523 dividend. The ex-dividend date is Friday, August 14th. This represents a $1.81 annualized dividend and a dividend yield of 3.9%. Smurfit Westrock’s dividend payout ratio is 192.55%.

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.