Seaport Res Ptn Cuts Earnings Estimates for Smurfit Westrock

Smurfit Westrock PLC (NYSE:SW) – Investment analysts at Seaport Res Ptn dropped their Q3 2025 earnings per share (EPS) estimates for shares of Smurfit Westrock in a research note issued to investors on Monday, October 6th. Seaport Res Ptn analyst M. Weintraub now expects that the company will post earnings per share of $0.65 for the quarter, down from their prior estimate of $0.78. Seaport Res Ptn currently has a “Strong-Buy” rating on the stock. The consensus estimate for Smurfit Westrock’s current full-year earnings is $3.25 per share. Seaport Res Ptn also issued estimates for Smurfit Westrock’s Q4 2025 earnings at $0.61 EPS.

A number of other brokerages have also issued reports on SW. Morgan Stanley boosted their target price on Smurfit Westrock from $51.00 to $53.00 and gave the company an “overweight” rating in a research report on Tuesday, July 8th. Jefferies Financial Group raised Smurfit Westrock from a “hold” rating to a “buy” rating and increased their target price for the stock from $44.00 to $55.00 in a research note on Monday, June 16th. UBS Group began coverage on Smurfit Westrock in a report on Monday, September 15th. They set a “buy” rating and a $60.00 target price for the company. Weiss Ratings reiterated a “hold (c)” rating on shares of Smurfit Westrock in a research note on Saturday, September 27th. Finally, Barclays reduced their target price on shares of Smurfit Westrock from $64.00 to $63.00 and set an “overweight” rating on the stock in a report on Monday, June 30th. One research analyst has rated the stock with a Strong Buy rating, ten have issued a Buy rating and one has assigned a Hold rating to the company. Based on data from MarketBeat, Smurfit Westrock presently has a consensus rating of “Buy” and an average price target of $57.80.

Smurfit Westrock Stock Performance

Shares of SW stock opened at $40.33 on Tuesday. The company has a debt-to-equity ratio of 0.73, a quick ratio of 0.95 and a current ratio of 1.45. The firm has a market cap of $21.06 billion, a P/E ratio of 61.11 and a beta of 1.09. The firm’s 50 day moving average price is $44.41 and its 200-day moving average price is $44.00. Smurfit Westrock has a one year low of $37.01 and a one year high of $56.99.

Smurfit Westrock (NYSE:SW) last announced its earnings results on Wednesday, July 30th. The company reported $0.45 earnings per share for the quarter, missing the consensus estimate of $0.57 by ($0.12). Smurfit Westrock had a return on equity of 5.90% and a net margin of 1.14%.The company had revenue of $7.94 billion for the quarter, compared to analysts’ expectations of $7.88 billion. The firm’s revenue was up 167.4% compared to the same quarter last year.

Institutional Trading of Smurfit Westrock

Hedge funds and other institutional investors have recently bought and sold shares of the business. Nuveen LLC purchased a new position in Smurfit Westrock in the first quarter valued at approximately $1,051,299,000. Norges Bank acquired a new position in shares of Smurfit Westrock in the 2nd quarter valued at $749,735,000. Orbis Allan Gray Ltd boosted its holdings in shares of Smurfit Westrock by 81.9% in the 2nd quarter. Orbis Allan Gray Ltd now owns 18,400,418 shares of the company’s stock valued at $793,978,000 after buying an additional 8,286,205 shares in the last quarter. Ruffer LLP purchased a new position in shares of Smurfit Westrock in the 2nd quarter valued at $196,095,000. Finally, JPMorgan Chase & Co. raised its stake in Smurfit Westrock by 39.3% during the 1st quarter. JPMorgan Chase & Co. now owns 6,100,067 shares of the company’s stock worth $274,869,000 after acquiring an additional 1,721,889 shares in the last quarter. 83.38% of the stock is currently owned by institutional investors and hedge funds.

Smurfit Westrock Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Thursday, September 18th. Stockholders of record on Friday, August 15th were given a dividend of $0.4308 per share. This represents a $1.72 annualized dividend and a dividend yield of 4.3%. The ex-dividend date of this dividend was Friday, August 15th. Smurfit Westrock’s payout ratio is 260.61%.

Smurfit Westrock Company Profile

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.