Varma Mutual Pension Insurance Co Takes Position in Amcor PLC $AMCR

Varma Mutual Pension Insurance Co acquired a new stake in shares of Amcor PLC (NYSE:AMCR) in the fourth quarter, Holdings Channel.com reports. The firm acquired 1,283,300 shares of the company’s stock, valued at approximately $10,703,000.

Other large investors have also made changes to their positions in the company. Quent Capital LLC acquired a new position in shares of Amcor during the third quarter valued at about $27,000. Brown Lisle Cummings Inc. increased its stake in Amcor by 137.9% in the fourth quarter. Brown Lisle Cummings Inc. now owns 3,450 shares of the company’s stock valued at $29,000 after acquiring an additional 2,000 shares during the period. N.E.W. Advisory Services LLC increased its stake in Amcor by 10.1% in the fourth quarter. N.E.W. Advisory Services LLC now owns 4,070 shares of the company’s stock valued at $34,000 after acquiring an additional 373 shares during the period. CYBER HORNET ETFs LLC bought a new stake in Amcor in the second quarter valued at about $36,000. Finally, Huntington National Bank increased its stake in Amcor by 81.8% in the third quarter. Huntington National Bank now owns 4,490 shares of the company’s stock valued at $37,000 after acquiring an additional 2,020 shares during the period. Institutional investors and hedge funds own 45.14% of the company’s stock.

Amcor News Roundup

Here are the key news stories impacting Amcor this week:

• Positive Sentiment: Raised FY?2026 EPS guidance to $3.98–$4.03 (vs. consensus ~$3.93), which signals better-than-expected full?year profitability and supports valuation. Amcor Reports Solid Third Quarter Results and Updates Fiscal 2026 Guidance
• Positive Sentiment: Q3 results: revenue of $5.91B beat estimates ($5.71B) and adjusted EPS of $0.96 met consensus; adjusted EBITDA and adjusted EBIT rose sharply (up 87% and 79% y/y) and margins improved — indicates strong post?Berry acquisition performance and synergy realization. View Press Release
• Positive Sentiment: Management updates: $77M in acquisition synergies (at the upper end of expectations), six divestiture agreements under portfolio optimization, and free cash flow guidance of $1.5–$1.6B — these items support cash generation and margin expansion. Amcor Reports Solid Third Quarter Results and Updates Fiscal 2026 Guidance
• Positive Sentiment: Analyst sentiment remains constructive — the stock has an average analyst recommendation of “Moderate Buy,” which can support further upside if execution continues. Amcor PLC Receives Average Recommendation of “Moderate Buy” from Analysts
• Neutral Sentiment: Continued portfolio reshaping: Amcor sold two North American molding facilities to Closure Systems International — a targeted divestiture that trims Rigid Packaging assets and funds strategic priorities. Closure Systems International Acquires Two North American Manufacturing Facilities from Amcor
• Neutral Sentiment: Corporate housekeeping: April adjustments to CDI and equity instrument balances are routine and unlikely to move the needle materially. Amcor Adjusts CDI and Equity Instrument Balances in April 2026
• Negative Sentiment: Near?term risks remain: analysts flagged potential weak demand, cost pressures and a negative ESP heading into the quarter — if end?market demand softens or integration costs rise, margins and guidance could be pressured. Amcor Gears Up to Report Q3 Earnings: What’s in Store for the Stock?

Analyst Ratings Changes

A number of research firms recently weighed in on AMCR. Deutsche Bank Aktiengesellschaft began coverage on shares of Amcor in a research note on Wednesday, April 1st. They issued a “buy” rating and a $50.00 target price on the stock. Truist Financial lowered their target price on shares of Amcor from $60.00 to $50.00 and set a “buy” rating on the stock in a research note on Wednesday, April 15th. Citigroup reissued a “buy” rating on shares of Amcor in a research note on Thursday, February 12th. Weiss Ratings cut shares of Amcor from a “hold (c)” rating to a “hold (c-)” rating in a research note on Monday, April 27th. Finally, Robert W. Baird set a $54.00 price objective on shares of Amcor in a research note on Wednesday, February 4th. One analyst has rated the stock with a Strong Buy rating, seven have issued a Buy rating and five have assigned a Hold rating to the company’s stock. According to data from MarketBeat, Amcor currently has a consensus rating of “Moderate Buy” and an average price target of $50.89.

Amcor Price Performance

Shares of Amcor stock opened at $37.67 on Wednesday. The company has a current ratio of 1.30, a quick ratio of 0.77 and a debt-to-equity ratio of 1.26. The stock has a market capitalization of $17.41 billion, a price-to-earnings ratio of 24.62, a P/E/G ratio of 1.03 and a beta of 0.63. Amcor PLC has a 1-year low of $36.67 and a 1-year high of $50.94. The firm’s 50-day moving average price is $41.55 and its two-hundred day moving average price is $42.51.

Amcor (NYSE:AMCR) last issued its quarterly earnings data on Wednesday, May 6th. The company reported $0.96 earnings per share for the quarter, hitting the consensus estimate of $0.96. The firm had revenue of $5.91 billion for the quarter, compared to analysts’ expectations of $5.71 billion. Amcor had a net margin of 3.04% and a return on equity of 15.57%. Amcor has set its FY 2026 guidance at 3.980-4.030 EPS. On average, equities analysts predict that Amcor PLC will post 3.94 earnings per share for the current fiscal year.

Amcor Profile

Amcor (NYSE: AMCR) is a global packaging company specializing in the design, development and production of flexible and rigid packaging solutions for food, beverage, pharmaceutical, medical, home and personal care, and other consumer and industrial products. The company’s product portfolio encompasses flexible films, pouches, specialty cartons, rigid containers, metal closures and dispensing systems. Amcor’s packaging solutions are engineered to preserve product quality, extend shelf life and meet the specific requirements of a wide range of end markets.

Founded in its current form in 2005 following a spin-off from a mining conglomerate, Amcor expanded its capabilities and geographic footprint through organic investments and strategic acquisitions.