SW · NYSE · Packaging & Containers

Smurfit Westrock (SW)

Turns wood and recovered fiber into corrugated, consumer and specialty packaging.

$46.14
vs last close+0.73 (+1.61%)
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Smurfit Westrock PlcSW
Materials

Makes corrugated and consumer packaging, containerboard, paperboard, kraft paper, paper sacks and bag-in-box systems through an integrated fiber-to-converting network. North America supplies most sales, with the rest spread across Europe, MEA, APAC and Latin America.

Produces paper-based packaging across North America, Europe, the Middle East, Africa, Asia-Pacific and Latin America. Corrugated packaging and containerboard anchor the portfolio, alongside consumer packaging, paperboard, kraft paper, paper sacks, solidboard and bag-in-box systems.

Links wood and recovered-fiber sourcing, paper mills, converting plants, packaging machinery and distribution in an integrated system. This network supports custom designs, automated packing equipment and service for local, pan-regional and multinational customers. North America contributes most sales, and fast-moving consumer goods form the largest end market.

Created in 2024 through the combination of Smurfit Kappa and WestRock, the network is still being integrated and optimized through facility closures. Results remain exposed to packaging demand and pricing, fiber, energy and freight costs, labor agreements and environmental regulation.

Company facts

CEOAnthony Paul J. Smurfit
ListedJul 8, 2024
ExchangeNYSE
HeadquartersDublin, Ireland
CountryIreland
Employees97,000
CIK0002005951
ISINIE00028FXN24

Market cap$23.82B
EPS (ttm)$0.9400
P/E (ttm)48.31
ROE2.7%
P/B1.32
P/S0.7857
Dividend yieldDiv yield3.94%
Beta1.52vs XLB 1.56

Price target$57.50+26.6%Average of 11 analysts
ConsensusBuy11 of 11 analysts
Ratings

Target rangeAs of Sep 21, 2026

Latest analyst notes

DateFirmActionPriorCurrent
Sep 17, 2026UBSDowngrade
Rating: Buy
Rating: Sell
Sep 15, 2026Deutsche BankInitiate
Rating:
Rating: Hold
Sep 14, 2026Goldman SachsUpgrade
Rating: Conviction Buy
Rating: Buy
Sep 9, 2026RBC CapitalInitiate
Rating:
Rating: Outperform
Sep 2, 2026UBSInitiate
Rating:
Rating: Buy

Next report
Nov 4, 26
in 43 days
EPS estimate
$0.61
Revenue estimate
$8.26B
Fiscal quarter
Q3 FY26

EPSReportedEstimate

Feb '25May '25Jul '25Oct '25Feb '26Apr '26Jul '26Nov '26
Reported$0.34$0.73$0.45$0.58$0.34$0.33$0.35Pending
Estimate$0.65$0.67$0.59$0.68$0.48$0.39$0.40$0.61
Surprise−47.5%+9.4%−24.2%−14.7%−28.7%−16.0%−13.5%

RevenueReportedEstimate

Feb '25May '25Jul '25Oct '25Feb '26Apr '26Jul '26Nov '26
Reported$7.54B$7.64B$7.90B$8.00B$7.58B$7.71B$8.03BPending
Estimate$7.71B$7.75B$7.90B$7.63B$7.57B$7.57B$7.93B$8.26B
Surprise−2.3%−1.4%0.0%+4.9%+0.1%+1.9%+1.2%
Estimate$0.61
ReportedDue Nov 4, 2026
Estimate$8.26B
ReportedDue Nov 4, 2026
View details

Debt to equity78.50%
Current ratio144.70%

ProfitabilityRevenueNet incomeNet margin

Q3 FY24Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Revenue$6.89B$7.28B$7.66B$7.94B$8.00B$7.58B$6.70B$8.03B
Net income−$134.7M$140.9M$384.0M−$28.0M$246.0M$97.0M$56.5M$88.0M
Net margin0.0%1.9%5.0%0.0%3.1%1.3%0.8%1.1%

GrowthOperating income

Q3 FY24Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Operating income$49.4M$387.1M$604.0M$552.0M$606.0M$462.0M$266.7M$309.0M
YoY growth−85.2%+137.4%+112.3%+142.3%+1,126.8%+19.4%−55.8%−44.0%

Balance sheet, Jun 30, 2026Cash & short-term investments $677.0M · Total debt $14.16B · Total assets $45.20B · Shareholders' equity $18.04B

Revenue
$8.03B
Operating income
$309.0M
Net income
$88.0M
View details

Dividend yield
3.94%
Next ex-date
Nov 14, 26
estimated · in 53 days
Annual dividend
$1.79
per share
Schedule
Quarterly
4 payments a year

HistoryDividendAnnual yield

Nov '24Feb '25May '25Aug '25Nov '25Feb '26May '26Aug '26
Dividend$0.3025$0.4308$0.4308$0.4308$0.4308$0.4523$0.4523$0.4523
Annual yield4.32%4.30%3.14%3.74%5.03%3.43%4.71%3.63%
Ex-dateNov 15Feb 14May 16Aug 15Nov 14Feb 17May 15Aug 14
Payment dateDec 18Mar 18Jun 18Sep 18Dec 18Mar 18Jun 10Sep 10
View details

Institutions96.69%507.16M shares
659 holders · as of Jun 30, 2026
Insiders0.21%1.10M shares
20 holders · as of Sep 14, 2026
Other3.10%16.26M shares
remainder

524.52M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing

Top shareholders13F · 13D/G · Form 4

HolderStakeSharesDate
BlackRock, Inc.Institution
8.67%45.50Mas of Jun 30, 2026
Capital Research Global InvestorsInstitution
8.13%42.63Mas of Jun 30, 2026
Vanguard Capital Management LLCInstitution
6.53%34.25Mas of Jun 30, 2026
State Street CorpInstitution
5.35%28.06Mas of Jun 30, 2026
Nuveen, LLCInstitution
4.73%24.81Mas of Jun 30, 2026

Insider tradesForm 4

DateInsiderRoleSharesAvg price
Feb 19, 2026Anthony P. J. Smurfitdirector, officer: President and Group CEO−40,000$51.54
Feb 19, 2026Ken Bowlesdirector, officer: Executive VP and Group CFO−10,000$51.26
Feb 18, 2026Laurent Sellierofficer: See remarks−15,562$50.24
View details

Compare

CompanyPriceChange
Smurfit Westrock$46.14+1.61%$23.82B48.315.70.8+1.7%
International Paper$35.75+1.19%$18.71B15.30.8−11.3%
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Graphic Packaging$9.42+1.84%$2.74B14.010.20.3−0.7%
Sonoco Products$50.45+2.43%$4.87B7.68.40.7−1.3%
Amcor$42.83+1.61%$19.49B9.9+25.9%
Median14.010.20.7−0.7%