Reynolds Consumer Products (NASDAQ:REYN) Posts Earnings Results

Reynolds Consumer Products (NASDAQ:REYN) posted its earnings results on Wednesday. The company reported $0.59 earnings per share for the quarter, missing analysts’ consensus estimates of $0.60 by ($0.01), FiscalAI reports. The business had revenue of $1.03 billion during the quarter, compared to the consensus estimate of $1.01 billion. Reynolds Consumer Products had a return on equity of 15.86% and a net margin of 8.09%.The business’s quarterly revenue was up 3.4% on a year-over-year basis. During the same quarter last year, the firm earned $0.58 earnings per share. Reynolds Consumer Products updated its FY 2026 guidance to 1.570-1.630 EPS and its Q1 2026 guidance to 0.230-0.250 EPS.

Here are the key takeaways from Reynolds Consumer Products’ conference call:

• We closed 2025 with strong execution — Q4 Adjusted EBITDA of $220M (up 3% YoY), full-year free cash flow of $316M, and net debt leverage reduced to 2.1x after refinancing and a $100M voluntary paydown.
• The company gained retail share across most categories (outperforming categories by ~2 points in Q4 and >1 point for 2025), driven by successful product innovation and roughly +5 distribution points in Q4.
• Input-cost and competitive pressures persist — aluminum costs rose materially, the company plans further pricing actions and embeds near-term volume headwinds in guidance, forecasting 2026 net revenues of -3% to +1% and Adjusted EBITDA of $660M–$675M (roughly flat).
• Management is targeting margin expansion through productivity, automation and revenue-growth-management, with elevated 2026 CapEx in the low-$200M range and planned SG&A increases to support innovation and growth initiatives.

Reynolds Consumer Products Trading Down 0.3%

REYN traded down $0.07 during trading on Friday, hitting $22.74. 60,661 shares of the stock were exchanged, compared to its average volume of 1,088,273. The company has a debt-to-equity ratio of 0.70, a quick ratio of 0.80 and a current ratio of 1.93. The firm has a 50 day simple moving average of $23.67 and a 200 day simple moving average of $23.54. The firm has a market cap of $4.78 billion, a price-to-earnings ratio of 15.80 and a beta of 0.57. Reynolds Consumer Products has a 1 year low of $20.91 and a 1 year high of $26.25.

Reynolds Consumer Products Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Friday, February 27th. Investors of record on Friday, February 13th will be paid a $0.23 dividend. The ex-dividend date of this dividend is Friday, February 13th. This represents a $0.92 annualized dividend and a yield of 4.0%. Reynolds Consumer Products’s dividend payout ratio is 63.89%.

Wall Street Analysts Forecast Growth

Several research firms recently weighed in on REYN. Canaccord Genuity Group decreased their price target on Reynolds Consumer Products from $27.00 to $24.00 and set a “hold” rating on the stock in a report on Monday, January 26th. Weiss Ratings restated a “hold (c)” rating on shares of Reynolds Consumer Products in a report on Wednesday, January 28th. Zacks Research downgraded shares of Reynolds Consumer Products from a “strong-buy” rating to a “hold” rating in a report on Tuesday, December 30th. Royal Bank Of Canada reduced their price objective on shares of Reynolds Consumer Products from $28.00 to $25.00 and set a “sector perform” rating on the stock in a research report on Thursday. Finally, UBS Group boosted their target price on Reynolds Consumer Products from $25.00 to $26.00 and gave the company a “neutral” rating in a research report on Thursday. One analyst has rated the stock with a Buy rating and eight have given a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock currently has an average rating of “Hold” and a consensus price target of $25.43.

Institutional Inflows and Outflows

Several hedge funds and other institutional investors have recently added to or reduced their stakes in the business. PNC Financial Services Group Inc. raised its holdings in shares of Reynolds Consumer Products by 32.5% in the 4th quarter. PNC Financial Services Group Inc. now owns 2,873 shares of the company’s stock valued at $66,000 after purchasing an additional 704 shares in the last quarter. Dark Forest Capital Management LP increased its holdings in Reynolds Consumer Products by 219.4% during the third quarter. Dark Forest Capital Management LP now owns 53,567 shares of the company’s stock valued at $1,311,000 after buying an additional 36,794 shares during the period. Voleon Capital Management LP purchased a new position in Reynolds Consumer Products during the third quarter valued at approximately $469,000. Public Employees Retirement System of Ohio lifted its holdings in Reynolds Consumer Products by 9.3% during the third quarter. Public Employees Retirement System of Ohio now owns 37,779 shares of the company’s stock worth $924,000 after buying an additional 3,207 shares during the period. Finally, Mariner LLC lifted its holdings in Reynolds Consumer Products by 412.0% during the third quarter. Mariner LLC now owns 54,960 shares of the company’s stock worth $1,345,000 after buying an additional 44,226 shares during the period. 26.81% of the stock is currently owned by institutional investors.

About Reynolds Consumer Products

Reynolds Consumer Products, Inc (NASDAQ: REYN) is a leading North American manufacturer and marketer of household consumer products. The company specializes in food storage and cooking solutions, including aluminum foil, plastic wrap, food storage containers and disposable tableware. Its core portfolio features well-known brands such as Reynolds Wrap aluminum foil, Hefty storage containers and trash bags, and Fastfold paper plates.

The company operates through a network of manufacturing and distribution facilities across North America, Latin America, Europe and the Asia Pacific region.