Stevens Capital Management LP Purchases Shares of 56,406 Amcor PLC $AMCR

Stevens Capital Management LP purchased a new stake in Amcor PLC (NYSE:AMCR) during the fourth quarter, HoldingsChannel.com reports. The fund purchased 56,406 shares of the company’s stock, valued at approximately $470,000.

A number of other hedge funds and other institutional investors also recently bought and sold shares of the business. State Street Corp raised its stake in Amcor by 7.2% in the third quarter. State Street Corp now owns 139,077,241 shares of the company’s stock valued at $1,137,652,000 after buying an additional 9,375,255 shares in the last quarter. Vanguard Group Inc. raised its stake in Amcor by 1.7% in the fourth quarter. Vanguard Group Inc. now owns 113,335,957 shares of the company’s stock valued at $945,222,000 after buying an additional 1,845,627 shares in the last quarter. M&G PLC raised its stake in Amcor by 26.6% in the third quarter. M&G PLC now owns 108,333,984 shares of the company’s stock valued at $866,672,000 after buying an additional 22,737,979 shares in the last quarter. Invesco Ltd. increased its position in shares of Amcor by 29.9% during the third quarter. Invesco Ltd. now owns 47,111,558 shares of the company’s stock worth $385,373,000 after purchasing an additional 10,846,351 shares in the last quarter. Finally, Federated Hermes Inc. increased its position in shares of Amcor by 103.9% during the third quarter. Federated Hermes Inc. now owns 39,344,317 shares of the company’s stock worth $321,837,000 after purchasing an additional 20,052,979 shares in the last quarter. 45.14% of the stock is currently owned by institutional investors and hedge funds.

Amcor Stock Up 7.0%

AMCR opened at $40.26 on Thursday. The company has a debt-to-equity ratio of 1.26, a quick ratio of 0.77 and a current ratio of 1.30. Amcor PLC has a one year low of $36.67 and a one year high of $50.94. The business’s 50-day simple moving average is $41.34 and its 200-day simple moving average is $42.50. The stock has a market capitalization of $18.60 billion, a P/E ratio of 26.32, a price-to-earnings-growth ratio of 1.05 and a beta of 0.63.

Amcor (NYSE:AMCR) last released its quarterly earnings results on Tuesday, May 5th. The company reported $0.96 earnings per share (EPS) for the quarter, hitting analysts’ consensus estimates of $0.96. Amcor had a return on equity of 15.57% and a net margin of 3.04%.The firm had revenue of $5.91 billion for the quarter, compared to analyst estimates of $5.71 billion. During the same quarter last year, the company posted $0.90 earnings per share. The business’s revenue was up 77.4% on a year-over-year basis. Analysts anticipate that Amcor PLC will post 3.94 EPS for the current year.

Amcor Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Wednesday, June 17th. Investors of record on Thursday, May 28th will be issued a dividend of $0.65 per share. The ex-dividend date of this dividend is Thursday, May 28th. This represents a $2.60 dividend on an annualized basis and a dividend yield of 6.5%. Amcor’s dividend payout ratio (DPR) is currently 169.93%.

Key Amcor News

Here are the key news stories impacting Amcor this week:

• Positive Sentiment: Q3 results broadly in line or ahead: Adjusted EPS matched estimates ($0.96) while revenue of $5.91B beat expectations thanks to the Berry acquisition; adjusted EBITDA and EBIT rose and margins improved, supporting the case that the deal is accretive. Amcor Reports Solid Third Quarter Results and Updates Fiscal 2026 Guidance
• Positive Sentiment: Management raised FY2026 adjusted EPS guidance to $3.98–$4.03 (slightly above consensus) and reported acquisition synergies of ~$77M at the upper end of expectations — a near-term earnings catalyst and evidence integration is progressing. Amcor Reports Solid Third Quarter Results and Updates Fiscal 2026 Guidance
• Positive Sentiment: Portfolio optimization: Amcor announced divestitures (including sale of two North American facilities to Closure Systems International), which should sharpen focus on higher-return businesses and help fund debt reduction or shareholder returns. Closure Systems International Acquires Two North American Manufacturing Facilities from Amcor
• Neutral Sentiment: Street reception: Analysts maintain a constructive tilt (average “Moderate Buy”), and some investors argue the market still underprices Amcor’s high-yield, integrated packaging profile — supportive long-term sentiment but not an immediate catalyst. Amcor PLC (NYSE:AMCR) Receives Average Recommendation of “Moderate Buy” from Analysts
• Negative Sentiment: Cash-flow pressure and lower FCF guide: Management revised free cash flow to $1.5–1.6B and the earnings call flagged strained cash conversion, which raises short-term execution and capital-allocation concerns. Amcor Earnings Call: Synergies Strong, Cash Flow Strained
• Negative Sentiment: Softer end-market demand: Coverage notes point to softer demand and a tempered near-term outlook despite the revenue lift from Berry — investors should watch organic volumes and margin sustainability once acquisition benefits normalize. AMCR Q3 Earnings Meet Estimates, Sales Beat on Berry Acquisition

Analyst Upgrades and Downgrades

A number of analysts have recently commented on the company. Truist Financial cut their target price on Amcor from $60.00 to $50.00 and set a “buy” rating on the stock in a research report on Wednesday, April 15th. Wells Fargo & Company cut Amcor from an “overweight” rating to an “equal weight” rating and cut their target price for the stock from $48.00 to $43.00 in a research report on Friday, March 20th. Morgan Stanley cut Amcor from an “overweight” rating to an “equal weight” rating and set a $46.00 target price on the stock. in a research report on Wednesday, January 28th. Citigroup reiterated a “buy” rating on shares of Amcor in a research report on Thursday, February 12th. Finally, Deutsche Bank Aktiengesellschaft assumed coverage on Amcor in a research report on Wednesday, April 1st. They set a “buy” rating and a $50.00 target price on the stock. One research analyst has rated the stock with a Strong Buy rating, seven have assigned a Buy rating and five have issued a Hold rating to the company’s stock. According to MarketBeat.com, Amcor presently has an average rating of “Moderate Buy” and an average target price of $50.89.

Amcor Company 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.