Optiver Holding B.V. Buys New Shares in Smurfit Westrock PLC $SW

Optiver Holding B.V. bought a new position in shares of Smurfit Westrock PLC (NYSE:SW) in the first quarter, Holdings Channel reports. The fund bought 26,941 shares of the company’s stock, valued at approximately $1,074,000.

Several other hedge funds have also recently added to or reduced their stakes in SW. CYBER HORNET ETFs LLC bought a new position in shares of Smurfit Westrock in the second quarter valued at $29,000. DV Equities LLC bought a new stake in shares of Smurfit Westrock during the 4th quarter worth $28,000. Fideuram Intesa Sanpaolo Private Banking S.P.A. bought a new stake in shares of Smurfit Westrock during the 4th quarter worth $28,000. Root Financial Partners LLC boosted its stake in shares of Smurfit Westrock by 187.6% during the 1st quarter. Root Financial Partners LLC now owns 768 shares of the company’s stock worth $31,000 after acquiring an additional 501 shares in the last quarter. Finally, UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC acquired a new position in shares of Smurfit Westrock in the 4th quarter worth $31,000. Institutional investors and hedge funds own 83.38% of the company’s stock.

Analyst Ratings Changes

A number of equities research analysts have recently issued reports on the company. UBS Group cut their target price on Smurfit Westrock from $60.00 to $56.00 and set a “buy” rating on the stock in a research report on Monday, April 13th. Zacks Research raised Smurfit Westrock from a “strong sell” rating to a “hold” rating in a research note on Wednesday, May 6th. Wells Fargo & Company upped their price objective on shares of Smurfit Westrock from $52.00 to $55.00 and gave the company an “overweight” rating in a research note on Thursday. Morgan Stanley reaffirmed an “overweight” rating and set a $57.00 price objective on shares of Smurfit Westrock in a research note on Wednesday, May 6th. Finally, Wall Street Zen upgraded shares of Smurfit Westrock from a “sell” rating to a “hold” rating in a report on Saturday. Eleven research analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, Smurfit Westrock currently has a consensus rating of “Moderate Buy” and a consensus price target of $57.23.

Smurfit Westrock Trading Down 3.1%

Shares of NYSE:SW opened at $46.03 on Friday. The firm has a fifty day moving average of $44.03 and a two-hundred day moving average of $42.85. The company has a quick ratio of 0.95, a current ratio of 1.45 and a debt-to-equity ratio of 0.73. Smurfit Westrock PLC has a 12-month low of $32.73 and a 12-month high of $52.65. The firm has a market capitalization of $24.14 billion, a P/E 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 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 return on equity of 4.60% and a net margin of 1.59%.The company had revenue of $8.03 billion during the quarter, compared to analyst estimates of $7.93 billion. During the same period last year, the company posted ($0.05) earnings per share. The company’s revenue was up 1.1% compared to the same quarter last year. On average, equities analysts expect that Smurfit Westrock PLC will post 2.13 EPS for the current fiscal year.

Smurfit Westrock Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Thursday, September 10th. Shareholders 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 dividend on an annualized basis and a yield of 3.9%. Smurfit Westrock’s payout ratio is 192.55%.

Key Headlines 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

Smurfit Westrock 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.