GEF · NYSE · Packaging & Containers

Greif Class A (GEF)

Makes industrial drums, bulk containers, fiber packaging, and closure systems.

$84.69
vs last close+1.37 (+1.64%)
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Greif, Inc.GEF
Materials

Manufactures steel, plastic, and fiber industrial packaging, including drums, intermediate bulk containers, tubes, cores, and closure systems, and earns service revenue from reconditioning and logistics. Product-based businesses serve a broad global customer base, while demand tracks industrial activity.

Manufactures industrial packaging across product-based businesses: Customized Polymer Solutions makes plastic drums, rigid intermediate bulk containers, and small plastic containers; Durable Metal Solutions centers on steel drums; Sustainable Fiber Solutions supplies fiber drums, recycled paperboard, tubes, cores, and specialty partitions; and Innovative Closure Solutions sells closure systems. Reconditioning, container life-cycle management, logistics, and warehousing extend the offering beyond new containers.

Serves chemical, food and beverage, agricultural, pharmaceutical, petroleum, coatings, construction, automotive, and other industrial customers in more than 35 countries, with roughly half of sales generated outside the United States. The sale of the containerboard business narrowed the portfolio while retaining recycled-paperboard and industrial fiber products. Demand follows industrial activity, raw-material costs are cyclical, and manufacturing is subject to environmental and workplace-safety regulation; no single customer is principal.

Company facts

CEOOle G. Rosgaard
ListedFeb 28, 1996
ExchangeNYSE
HeadquartersDelaware, OH
CountryUnited States
Employees12,000
CIK0000043920
ISINUS3976241071

Market cap$3.85B
EPS (ttm)
P/E (ttm)
ROE
P/B1.28
P/S
Dividend yieldDiv yield2.83%
Beta0.43vs XLB 0.89

Price target$85.50+2.6%Average of 13 analysts
ConsensusHold6 of 13 analysts
Ratings

Target rangeAs of Sep 21, 2026

Latest analyst notes

DateFirmActionPriorCurrent
Aug 4, 2026Truist FinancialTarget
Target: $78
Target: $97
Jul 15, 2026Wells FargoReiterate
Rating: Target: $72
Rating: Equal WeightTarget: $74
May 4, 2026Truist FinancialTarget
Target: $79
Target: $78
Jan 29, 2026Robert W. BairdTarget
Target: $68
Target: $75
Jan 6, 2026Truist FinancialTarget
Target: $71
Target: $79

Next report
Dec 9, 26
in 78 days
EPS estimate
$1.14
Revenue estimate
$1.09B
Fiscal quarter
Q4 FY26

EPSReportedEstimate

Feb '25Jun '25Aug '25Dec '25Jan '26Apr '26Jul '26Dec '26
Reported$0.39$1.19$1.03$0.01$0.48$1.10$1.61Pending
Estimate$0.72$1.13$0.81$0.71$0.69$1.07$1.11$1.14
Surprise−45.8%+5.3%+27.2%−98.6%−30.4%+2.8%+45.0%

RevenueReportedEstimate

Feb '25Jun '25Aug '25Dec '25Jan '26Apr '26Jul '26Dec '26
Reported$1.27B$1.39B$1.13B$701.3M$994.8M$1.07B$1.17BPending
Estimate$1.43B$1.42B$715.7M$714.4M$1.01B$1.10B$1.12B$1.09B
Surprise−11.2%−2.2%+58.5%−1.8%−1.6%−2.5%+4.5%
Estimate$1.14
ReportedDue Dec 9, 2026
Estimate$1.09B
ReportedDue Dec 9, 2026
View details

Debt to equity41.10%
Current ratio128.90%

ProfitabilityRevenueNet incomeNet margin

Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26Q3 FY26
Revenue$724.9M$1.27B$1.39B$1.13B$146.9M$994.8M$1.07B$1.17B
Net income$45.1M$8.6M$47.3M$64.0M$720.1M$174.6M$12.6M$77.8M
Net margin6.2%0.7%3.4%5.6%490.2%17.6%1.2%6.7%

GrowthOperating income

Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26Q3 FY26
Operating income$52.6M$59.9M$118.6M$73.1M−$84.0M$56.5M$55.3M$123.1M
YoY growth−53.2%−13.1%+116.0%−46.5%Turned loss−5.7%−53.4%+68.4%

Balance sheet, May 11, 2026Cash & short-term investments $288.5M · Total debt $1.23B · Total assets $5.70B · Shareholders' equity $3.00B

Revenue
$1.17B
Operating income
$123.1M
Net income
$77.8M
View details

Dividend yield
2.83%
Next ex-date
Dec 17, 26
estimated · in 86 days
Annual dividend
$2.36
per share
Schedule
Quarterly
4 payments a year

HistoryDividendAnnual yield

Dec '24Mar '25Jun '25Sep '25Dec '25Mar '26Jun '26Sep '26
Dividend$0.54$0.54$0.54$0.56$0.56$0.56$0.62$0.62
Annual yield3.22%3.80%3.42%3.61%3.13%3.34%3.29%2.84%
Ex-dateDec 16Mar 17Jun 17Sep 16Dec 18Mar 16Jun 17Sep 17
Payment dateJan 1Apr 1Jul 1Oct 1Jan 1Apr 1Jul 1Oct 1
View details

Institutions≥ 52.43%24.19M shares
286 holders · as of Jun 30, 2026
Insiders14.56%6.72M shares
29 holders · as of Sep 14, 2026
Other≤ 33.01%15.23M shares
remainder

46.14M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing

Institutional filings for GEF-B (46% of the company) are not on file here, so the institutional figure is a floor.

This company has 2 share classes; every stake here is a share of the whole company.

Top shareholders13F · 13D/G · Form 4

HolderStakeSharesDate
BlackRock, Inc.Institution
7.62%3.51M Aas of Jun 30, 2026
Nicholas J. PetittiInsider
6.46%2.98Mfiled Mar 1, 2022
Virginia D. RaganInsider10 percent owner
6.38%2.94M Bfiled Feb 13, 2025
Dimensional Fund Advisors LPInstitution
4.35%2.01M Aas of Jun 30, 2026
Vanguard Portfolio Management LLCInstitution
2.89%1.33M Aas of Jun 30, 2026

Insider tradesForm 4

DateInsiderRoleSharesAvg price
Sep 10, 2026Timothy Bergwallofficer: SVP, Chief Commercial Officer−2,000$83.14
Aug 24, 2026Bala Sathyanarayananofficer: EVP, Chief Human Resources Off−1,000$109.67
Aug 10, 2026Timothy Bergwallofficer: SVP, Chief Commercial Officer−2,000$87.06
Aug 7, 2026Lawrence A. Hilsheimerofficer: EVP and CFO−21,500$88.66
Aug 6, 2026Lawrence A. Hilsheimerofficer: EVP and CFO−20,254$88.51
View details

  • Amcor

    Polymer drum, IBC, and industrial closure leader after Berry Global merger.

  • Sonoco Products

    World's largest paperboard tube, core, and fibre drum producer.

  • TriMas

    Engineered steel and polymer drum, pail, and IBC closures globally.

Compare

CompanyPriceChange
Greif Class A$84.69+1.64%$3.85B16.5+2.7%
Amcor$42.88+1.72%$19.49B9.9+25.9%
Sonoco Products$50.06+1.64%$4.87B7.68.30.7−1.3%
TriMas$38.53+1.77%$1.36B1.619.61.8−36.5%
Median4.69.91.2−1.3%