Lombard Odier Asset Management Europe Ltd Has $9.87 Million Stock Holdings in Smurfit Westrock PLC $SW

Lombard Odier Asset Management Europe Ltd trimmed its stake in shares of Smurfit Westrock PLC (NYSE:SW) by 35.6% in the first quarter, HoldingsChannel reports. The firm owned 247,655 shares of the company’s stock after selling 136,723 shares during the quarter. Lombard Odier Asset Management Europe Ltd’s holdings in Smurfit Westrock were worth $9,869,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds also recently modified their holdings of the company. Fideuram Intesa Sanpaolo Private Banking S.P.A. bought a new stake in shares of Smurfit Westrock during the 4th quarter worth about $28,000. DV Equities LLC acquired a new stake in Smurfit Westrock during the fourth quarter worth approximately $28,000. CYBER HORNET ETFs LLC bought a new stake in shares of Smurfit Westrock during the second quarter worth approximately $29,000. Root Financial Partners LLC boosted its holdings in shares of Smurfit Westrock by 187.6% during the first quarter. Root Financial Partners LLC now owns 768 shares of the company’s stock worth $31,000 after acquiring an additional 501 shares during the period. Finally, UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC acquired a new position in shares of Smurfit Westrock in the fourth quarter valued at approximately $31,000. Institutional investors and hedge funds own 83.38% of the company’s stock.

Smurfit Westrock Price Performance

Shares of NYSE SW opened at $46.03 on Monday. The stock has a market capitalization of $24.14 billion, a PE ratio of 48.97, a P/E/G ratio of 0.80 and a beta of 0.96. The company has a debt-to-equity ratio of 0.73, a current ratio of 1.45 and a quick ratio of 0.96. The business has a fifty day moving average price of $44.03 and a two-hundred day moving average price of $42.85. Smurfit Westrock PLC has a fifty-two week low of $32.73 and a fifty-two week high of $52.65.

Smurfit Westrock (NYSE:SW) last released its earnings results on Wednesday, July 29th. The company reported $0.35 earnings per share for the quarter, missing analysts’ consensus estimates of $0.42 by ($0.07). Smurfit Westrock had a net margin of 1.59% and a return on equity of 4.60%. The company 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 company posted ($0.05) earnings per share. The business’s revenue was up 1.1% compared to the same quarter last year. As a group, equities analysts predict that Smurfit Westrock PLC will post 2.13 earnings per share for the current fiscal year.

Smurfit Westrock Announces Dividend

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

Analyst Upgrades and Downgrades

A number of equities analysts have recently weighed in on SW shares. Deutsche Bank Aktiengesellschaft began coverage on Smurfit Westrock in a research note on Tuesday, June 23rd. They set a “buy” rating and a $57.00 target price on the stock. Truist Financial boosted their price target on Smurfit Westrock from $55.00 to $57.00 and gave the company a “buy” rating in a research note on Thursday. Barclays decreased their price objective on Smurfit Westrock from $54.00 to $52.00 and set an “overweight” rating on the stock in a report on Thursday, May 21st. Loop Capital set a $71.00 price objective on Smurfit Westrock in a research report on Tuesday, July 28th. Finally, Zacks Research raised Smurfit Westrock from a “strong sell” rating to a “hold” rating in a report on Wednesday, May 6th. Eleven research analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the stock. According to MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $57.23.

Key Stories Impacting Smurfit Westrock

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

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.