GPK · NYSE · Packaging & Containers

Graphic Packaging (GPK)

Makes paperboard packaging and foodservice containers for consumer-packaged-goods customers across global markets.

$9.56
vs last close+0.30 (+3.30%)
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Graphic Packaging Holding CompanyGPK
Materials

Paperboard packaging producer serving food, beverage, consumer-product, and foodservice customers. Its Americas Paperboard Packaging and International Paperboard Packaging segments also make cups, lids, and food containers.

Paperboard packaging is produced for food, beverage, and consumer-product customers, while cups, lids, and food containers serve foodservice and quick-service restaurants in the Americas.

The business is organized as Americas Paperboard Packaging and International Paperboard Packaging. International operations serve food, foodservice, beverage, consumer-product, healthcare, and beauty markets outside the Americas.

Manufacturing and distribution span the Americas, Europe, and Asia Pacific. The company supplies packaging from a multi-region manufacturing base. Demand from consumer-packaged-goods and foodservice customers, regional capacity, and labor arrangements including collective bargaining agreements and European works councils shape operations.

Company facts

CEORobbert Rietbroek
ListedMar 11, 2008
ExchangeNYSE
HeadquartersAtlanta, GA
CountryUnited States
Employees23,000
CIK0001408075
ISINUS3886891015

Market cap$2.74B
EPS (ttm)$0.6600
P/E (ttm)14.02
ROE5.9%
P/B0.8458
P/S0.3169
Dividend yieldDiv yield4.76%
Beta0.97vs XLB 0.99

Price target$10.00+8.1%Average of 27 analysts
ConsensusBuy12 of 27 analysts
Ratings

Target rangeAs of Sep 21, 2026

Latest analyst notes

DateFirmActionPriorCurrent
Jul 15, 2026Wells FargoReiterate
Rating: Target: $11
Rating: UnderweightTarget: $9
May 6, 2026Robert W. BairdTarget
Target: $15
Target: $13
Apr 10, 2026UBSReiterate
Rating: Target: $17
Rating: NeutralTarget: $10
Feb 4, 2026Truist FinancialTarget
Target: $18
Target: $14
Feb 4, 2026RBC CapitalTarget
Target: $16
Target: $13

Next report
Nov 3, 26
in 42 days
EPS estimate
$0.26
Revenue estimate
$2.17B
Fiscal quarter
Q3 FY26

EPSReportedEstimate

Feb '25May '25Jul '25Nov '25Feb '26May '26Aug '26Nov '26
Reported$0.59$0.51$0.42$0.58$0.29$0.09$0.14Pending
Estimate$0.63$0.56$0.40$0.54$0.34$0.06$0.12$0.26
Surprise−6.3%−8.9%+5.0%+7.4%−14.7%+50.0%+14.8%

RevenueReportedEstimate

Feb '25May '25Jul '25Nov '25Feb '26May '26Aug '26Nov '26
Reported$2.10B$2.12B$2.20B$2.19B$2.10B$2.16B$2.19BPending
Estimate$2.17B$2.17B$2.17B$2.05B$2.03B$2.05B$2.18B$2.17B
Surprise−3.5%−2.5%+1.4%+6.9%+3.6%+5.1%+0.6%
Estimate$0.26
ReportedDue Nov 3, 2026
Estimate$2.17B
ReportedDue Nov 3, 2026
View details

Debt to equity179.60%
Current ratio137.90%

ProfitabilityRevenueNet incomeNet margin

Q3 FY24Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Revenue$2.22B$2.10B$2.12B$2.20B$2.19B$2.10B$2.16B$2.19B
Net income$165.0M$138.0M$127.0M$104.0M$142.0M$71.0M−$43.0M$24.0M
Net margin7.4%6.6%6.0%4.7%6.5%3.4%0.0%1.1%

GrowthOperating income

Q3 FY24Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Operating income$306.0M$267.0M$240.0M$216.0M$257.0M$156.0M$87.0M$95.0M
YoY growth−5.3%−18.1%−21.8%−19.4%−16.0%−41.6%−63.7%−56.0%

Balance sheet, Jun 30, 2026Cash & short-term investments $205.0M · Total debt $5.81B · Total assets $11.66B · Shareholders' equity $3.24B

Revenue
$2.19B
Operating income
$95.0M
Net income
$24.0M
View details

Dividend yield
4.76%
Next ex-date
Dec 15, 26
estimated · in 84 days
Annual dividend
$0.44
per share
Schedule
Quarterly
4 payments a year

HistoryDividendAnnual yield

Dec '24Mar '25Jun '25Sep '25Dec '25Mar '26Jun '26Sep '26
Dividend$0.10$0.11$0.11$0.11$0.11$0.11$0.11$0.11
Annual yield1.36%1.56%1.99%2.13%2.86%4.52%4.01%4.55%
Ex-dateDec 13Mar 14Jun 13Sep 15Dec 15Mar 13Jun 15Sep 15
Payment dateJan 5Apr 5Jul 5Oct 8Jan 7Apr 8Jul 7Oct 6
View details

Institutions≈ 118.70%351.45M shares
519 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail
Insiders1.07%3.18M shares
21 holders · as of May 21, 2026
Strategic holders5.48%16.21M shares
1 holder · as of Jan 13, 2025
Adds to125.25%

296.07M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing

This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.

These groups come from separate filings that can overlap, so they add to 125.25%; nothing is left for Other.

Top shareholders13F · 13D/G · Form 4

HolderStakeSharesDate
BlackRock, Inc.Institution
14.07%41.66Mas of Jun 30, 2026
Fuller & Thaler Asset Management, Inc.Institution
7.05%20.88Mas of Jun 30, 2026
AQR Capital Management LLCInstitution
6.83%20.22Mas of Jun 30, 2026
FMR LLCInstitution
5.87%17.37Mas of Jun 30, 2026
Allspring Global Investments Holdings, LLCStrategic
5.48%16.21Mfiled Jan 13, 2025

Insider tradesForm 4

DateInsiderRoleSharesAvg price
May 20, 2026Jeffrey Stafeildirector+16,261
May 8, 2026Robert Hagemanndirector+14,000$11.00
May 7, 2026Jeffrey Stafeildirector+17,878$11.19
Mar 4, 2026Larry M. Venturellidirector+17,531$11.36
Mar 4, 2026Robbert Rietbroekdirector, officer: President and CEO+44,278$11.32
View details

  • Smurfit Westrock

    Largest paperboard-packaging rival, including folding cartons

  • Sonoco Products

    Paper consumer-packaging peer with rigid paper containers

  • Amcor

    Flexible, rigid, and specialty-carton packaging alternative

  • Crown

    Rigid consumer-packaging alternative in beverage and food markets

  • Packaging Corporation of America

    North American containerboard and corrugated-packaging producer

Compare

CompanyPriceChange
Graphic Packaging$9.56+3.30%$2.74B14.010.30.3−0.7%
Smurfit Westrock$46.07+1.45%$23.82B48.315.60.8+1.7%
Sonoco Products$49.97+1.46%$4.87B7.68.30.7−1.3%
Amcor$42.89+1.74%$19.49B9.9+25.9%
Crown$110.13+1.29%$11.83B15.613.00.9+16.5%
Packaging Corporation of America$238.94+0.26%$21.23B30.920.32.2+14.7%
Median23.313.00.8+14.7%