AMCR - Amcor plc
The recent Berry Global merger significantly expands the global footprint and scale of the business. Elevated debt levels and a high dividend payout ratio create short-term financial pressure for investors.
California State Teachers Retirement System bought a new position in shares of Amcor PLC (NYSE: AMCR) in the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund bought 36,686,845 shares of the company's stock, valued at approximately $1,590,375,000. California State
Amcor plc (AMCR) Presents at Jefferies Global Industrials Conference 2026 Transcript
Five S&P 500 stocks—VICI, PFE, VZ, T, F—offer 'safer' high yields, with free cash flow covering dividends and dividends from $1K invested exceeding share prices. Analyst projections indicate the top ten S&P 500 dividend dogs could deliver average net gains of 24.11% by September 2027, with risk/volatility 36% below the market. Dividend dog strategy favors contrarian buys on price pullbacks; most top-yielding stocks become attractive as market corrections bring yields in line with share prices.
Concurrent Investment Advisors LLC raised its position in Amcor PLC (NYSE: AMCR) by 219.4% in the undefined quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 64,241 shares of the company's stock after acquiring an additional 44,125 shares during the period. Concurrent
Empowered Funds LLC cut its stake in shares of Amcor PLC (NYSE: AMCR) by 78.6% during the first quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 21,578 shares of the company's stock after selling 79,176 shares during the quarter. Empowered Funds LLC's holdings
Amcor retains its Strong Buy rating, supported by robust fundamentals, attractive valuation, and significant re-rating potential post-Berry deal. AMCR delivered another strong quarter, beating EPS and revenue estimates, with targeted double-digit EPS growth and >$500 million working capital recovery ahead. Portfolio optimization, divestitures, and synergies are expected to help Amcor in its target to reduce leverage to ~3x by end-2027, supporting a solid ~5.5% dividend yield and continued reinvestment.
Amcor plc remains a Strong Buy, with a 19% stock increase since prior coverage and continued undervaluation at 12x forward P/E versus peers' 16x. AMCR's 5.5% forward dividend yield provides attractive income, complementing its defensive portfolio diversification amid AI-related market risks. Synergy execution from the Berry Global acquisition is progressing 10% ahead of guidance, reducing a key risk and supporting the bullish thesis.
Amcor's Berry Global acquisition is starting to deliver on promised cost savings, helping make the packaging company's 5.5% dividend yield look more attractive.
Amcor NYSE: AMCR reported fiscal 2026 fourth-quarter adjusted earnings per share of $1.23, up 23% from a year earlier, as synergy gains from its acquisition of Berry Global, cost management and modest volume growth supported results amid elevated input-cost inflation.
Amcor plc (AMCR) Q4 2026 Earnings Call Transcript
The Department of Labor reported that the headline consumer price index (CPI) rose 0.1% in July, in contrast to a decline of 0.4% in June. However, the headline CPI print was in line with the Zacks Consensus Estimate.
U.S. Stock Futures Rise After In-Line Key Inflation Data.
Although the revenue and EPS for Amcor (AMCR) give a sense of how its business performed in the quarter ended June 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
AMCR beats Q4 earnings estimates as the Berry Global acquisition, synergies, volume growth and productivity lift earnings and margins.
Amcor (AMCR) came out with quarterly earnings of $1.23 per share, beating the Zacks Consensus Estimate of $1.18 per share. This compares to earnings of $1 per share a year ago.
ZURICH, Aug. 12, 2026 /PRNewswire/ -- Highlights - Three Months Ended June 30, 2026 Net sales $6.4 billion, up 26% largely driven by Berry acquisition and pass through of higher raw material costs Net income $389 million vs. -$39 million prior-year Adjusted EBITDA $1,045 million vs.
Amcor (NYSE: AMCR - Get Free Report) is anticipated to issue its Q4 2026 results before the market opens on Wednesday, August 12th. Analysts expect Amcor to announce earnings of $1.19 per share and revenue of $6.0541 billion for the quarter. Investors can find conference call details on the company's upcoming Q4 2026 earning results page
AMCR's Q4 results are expected to reflect higher sales and earnings, supported by volume gains, favorable currency and merger benefits.
On CNBC's “Halftime Report Final Trades,” Bryn Talkington, managing partner of Requisite Capital Management, named Netflix, Inc. (NASDAQ:NFLX) as her final trade.