Amcor plcNYSE: AMCR
Materials · Paper & Plastic Packaging Products & Materials
$37.81
-0.62%
Vol: 4.0M
Research Digest
Friday, May 1, 2026
Amcor collaborates on fiber packaging; FY26 guidance supports double-digit EPS growth
Amcor announced fiber-based packaging collaboration with Metsa Group and G. Mondini for food industry applications including protein and chilled meals. Solution addresses environmental commitments by reducing plastic use. FY2025 revenue was $15.01B up 10.04% despite net earnings decline of 29.85%, reflecting portfolio optimization and cost discipline. Company reaffirmed FY26 guidance projecting double-digit EPS growth with improved free cash flow. Amcor also invested $35M in healthcare packaging facility in Malaysia. Analyst consensus Strong Buy with 12-month PT of $51 representing 34.07% upside. Dividend yield 6.8% attractive for income investors.
Previous Market Intelligence
13 daysApr 30Amcor reaches 52-week low at $37.95 amid integration challenges, though analysts maintain Strong Buy rating with $51 targetMixed▶
Amcor plc hit a 52-week low of $37.95 (down 12.5% over past year) as the company integrates the Berry Global acquisition (closed April 30, 2025) and navigates rising operational costs. However, analyst consensus remains Strong Buy with $51.0 price target (32.33% upside). Recent positives: Amcor opened $35M healthcare packaging facility in Malaysia with air-knife coating technology, and formed fiber-based packaging partnership with Metsa Group and G. Mondini. The company offers 6.75% dividend yield with seven consecutive years of dividend raises.
Apr 16Truist cuts price target to $50 from $60; stock down amid mixed analyst sentiment on Berry Global synergiesNegative▶
Amcor received a price target reduction from Truist on April 16, 2026, lowering guidance to $50 from $60 amid concerns over synergy realization post-Berry Global acquisition. The company reported a 68% revenue increase in Q2 fiscal 2026 but missed revenue estimates. BofA also lowered its target to $48 from $56 on April 6. Stock is trading at $41.16, down 1.44% today.
Apr 15Amcor completed Berry Global acquisition; Bank of America lowers price target to $48 but maintains Buy.Mixed▶
Amcor completed its transformative acquisition of Berry Global. Recognized for sustainability leadership at 2026 Flexible Packaging Association Awards. Bank of America lowered price target from $56 to $48 while maintaining Buy. Deutsche Bank initiated coverage with Buy. Stock trades at $41.01 USD, up 2.06% in past month.
Apr 14Amcor completes Berry Global acquisition; Q2 2026 EPS beat; dividend raised to $0.65/share.Mixed▶
Amcor completed Berry Global acquisition creating larger global packaging leader. Q2 2026 EPS of $0.86 beat consensus $0.84, though revenue $5.4B missed $5.52B. Increased quarterly dividend to $0.65/share. New Flava Flip Top Closure launched April 9. BofA lowered target to $48 from $56 but maintained Buy.
Apr 13Amcor expects strong 2026 earnings growth following Berry Global integration with $260M pre-tax synergy targets.Positive▶
Amcor reported strong fiscal 2025 Q4 results. Completed Berry Global acquisition integration, targeting $260M pre-tax synergy benefits (12% accretion) in fiscal 2026. BofA lowered PT to $48 from $56 but maintained Buy. Deutsche Bank initiated Buy coverage. Upcoming Q3 2026 earnings with analyst EPS estimate of $0.98 (+8.9% YoY).
Apr 10Amcor Q4 Earnings Beat; BofA Lowers Target; New Product LaunchMixed▶
Q4 EPS $0.21 beat $0.20 estimate. BofA lowered target to $48 (Buy). New Flava Flip Top Closure launched April 9.
Apr 9Deutsche Bank bullish on Amcor; Berry Global integration drives 10% revenue growthPositive▶
Amcor highlighted by Deutsche Bank as top pick in packaging sector with $50 price target, sparking 7% pre-market gain. FY2025 revenue $15.01B (+10.04%), though earnings down -29.85% to $510M. All-stock Berry Global acquisition closed April 30, 2025. Company launching new personal care bottles, sustainability recognized at FPA Awards. Wells Fargo downgraded to Equal Weight at $43. Analyst consensus "Buy" at $52.43 target (+25.64% upside).
Apr 8Bank of America maintains Buy rating on AMCR with lowered $48 price targetMixed▶
Amcor EPS beat expectations at $0.21 despite revenue miss. Stock up as new sustainable packaging solutions drive demand. Bank of America lowered PT from $56 to $48 but maintains Buy. Trading at 26.11 P/E with 6.4% dividend yield.
Apr 7Amcor surpasses FY2025 targets with Berry acquisition synergies ahead of schedule.Positive▶
Amcor (AMCR) reported FY2025 revenue of $15.01B (+10% YoY), with Q4 net sales reaching $5,449M, up 68% driven by Berry Solutions acquisition. H1 FY2026 synergies totaled $93M, ahead of schedule. The company benefits from sustainable packaging demand. Analysts rate stock 'Buy' with 12-month target of $52.43 (+31% upside). Current price $39.85, P/E 26.11, dividend yield 6.4%.
Apr 6Amcor launches sustainable packaging, Deutsche Bank initiates Buy rating with $50 price targetPositive▶
Amcor plc engages in production and sale of packaging products across two segments: Global Flexible Packaging Solutions and Global Rigid Packaging Solutions. The company is benefiting from increasing consumer demand for sustainable packaging solutions and has launched a new bottle range for personal care. Deutsche Bank initiated coverage with a Buy rating and $50 price target. Recent analyst activity shows Wells Fargo downgraded to Equal Weight from Overweight on March 10, 2026, while Citi raised the price target to $54 from $50 on February 8. The average 12-month price target is $52.54 with eight analysts recommending Buy and zero suggesting Sell. Dividend yield stands at 6.52%.
Apr 3Amcor stock rises 2.39% as Deutsche Bank initiates Buy coverage with focus on sustainable packaging innovation.Mixed▶
Amcor stock up 2.39% with Deutsche Bank initiating Buy with $50 target. Jefferies maintained Buy on March 25. However, Wells Fargo downgraded to Equal Weight. The company reported mixed Q2 earnings and reaffirmed guidance. Average target $52.54 with consensus Buy. 6.3% dividend yield.
Apr 2Amcor reports mixed Q2 earnings with $0.86 EPS beat; Wells Fargo downgrades to Equal WeightMixed▶
Amcor PLC reported Q2 earnings of $0.86 EPS on February 3, 2026, beating consensus estimate of $0.83. The company raised FY 2026 guidance to 4.000-4.150 EPS and offers a 6.52% dividend yield. However, Wells Fargo downgraded the stock to Equal Weight from Overweight, while Deutsche Bank initiated coverage with a Buy rating. Stock traded at $38.62 on April 2, 2026, up 2.39% in 24 hours. The company faces a challenging packaging environment with 8 analysts recommending buy and average price target of $52.54.
Apr 1Wells Fargo downgraded Amcor to Equal Weight from Overweight; stock declined 3.14% in 24 hours.Mixed▶
Amcor plc faced analyst headwinds with Wells Fargo downgrading the stock. Q1 earnings beat expectations at $0.86 per share versus estimates of $0.80, but revenue fell short. The stock traded at $38.63, down 3.14% in the past day.
Sector Peers
| Company | Price | Day | 1M | Fwd P/E | Beta | Mkt Cap |
|---|---|---|---|---|---|---|
| SWSMURFIT | $39.70 | +3.40% | -4.3% | 12.3x | 1.05 | $20.1B |
| PKGPACKAGING | $217.86 | +2.07% | +3.9% | 17.6x | 0.92 | $19.0B |
| AMCRAMCOR | $37.81 | -0.62% | -4.5% | 8.7x | 0.71 | $17.6B |
| IPINTERNATIONAL | $31.94 | +4.98% | -12.9% | 11.0x | 1.10 | $16.1B |
| AVYAVERY | $163.33 | -0.37% | -3.2% | 14.7x | 1.00 | $12.6B |
| LINLINDE | $508.66 | +1.50% | +0.3% | 25.7x | 0.79 | $232.2B |
Key Fundamentals
RSI (14-Day)
52-Week Range
Moving Averages
Price below 200d MA — bearish structure.