California State Teachers Retirement System Sells 31,486 Shares of Smurfit Westrock PLC $SW

California State Teachers Retirement System reduced its stake in Smurfit Westrock PLC (NYSE:SW) by 5.0% during the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 603,376 shares of the company’s stock after selling 31,486 shares during the quarter. California State Teachers Retirement System’s holdings in Smurfit Westrock were worth $24,045,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Fideuram Intesa Sanpaolo Private Banking S.P.A. bought a new stake in Smurfit Westrock in the fourth quarter valued at approximately $28,000. DV Equities LLC bought a new position in Smurfit Westrock during the 4th quarter worth approximately $28,000. CYBER HORNET ETFs LLC bought a new position in Smurfit Westrock during the 2nd quarter worth approximately $29,000. Root Financial Partners LLC lifted its position in shares of Smurfit Westrock by 187.6% in the 1st quarter. Root Financial Partners LLC now owns 768 shares of the company’s stock worth $31,000 after purchasing an additional 501 shares during the period. Finally, UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC acquired a new position in shares of Smurfit Westrock in the 4th quarter worth approximately $31,000. 83.38% of the stock is owned by institutional investors and hedge funds.

Trending Headlines about Smurfit Westrock

Here are the key news stories impacting Smurfit Westrock this week:

• Positive Sentiment: Analyst price targets increased: Truist Financial raised its target from $55 to $57 and maintained a “buy” rating, while Wells Fargo lifted its target from $52 to $55 and assigned an “overweight” rating. The revised targets imply substantial potential upside from recent trading levels. Benzinga analyst coverage
• Positive Sentiment: Acquisition-led growth remains a focus: Smurfit Westrock is reportedly seeking acquisitions to support its next phase of expansion. Successful deals could strengthen its market position, broaden its product portfolio and improve long-term growth. Smurfit Westrock is Hunting for Acquisitions
• Positive Sentiment: Dividend supports shareholder returns: The company declared a quarterly dividend of $0.4523 per share, payable September 10 to shareholders of record August 14. The indicated annual yield is approximately 3.8%, providing income support for investors.
• Neutral Sentiment: Regulatory filing completed: Smurfit Westrock filed its Form 10-Q for the quarter ended June 30, 2026. The filing provides the detailed financial and operating disclosures investors will use to assess the quarter and outlook. Smurfit Westrock Form 10-Q
• Negative Sentiment: Quarterly earnings missed expectations: Smurfit Westrock reported adjusted earnings of $0.35 per share versus the $0.42 consensus estimate. Revenue of $8.03 billion exceeded forecasts and rose 1.1% year over year, but the earnings shortfall triggered a negative market reaction. Smurfit Westrock Shares Gap Down Following Weak Earnings
• Negative Sentiment: Cost pressures reduced the outlook: Higher freight, energy and other input costs pressured adjusted EBITDA, leading management to project full-year 2026 adjusted EBITDA of $4.9 billion to $5.1 billion. Investors are weighing this near-term margin pressure against the company’s longer-term growth prospects. Smurfit Westrock Signals 2026 EBITDA Outlook

Wall Street Analysts Forecast Growth

SW has been the topic of a number of analyst reports. Wall Street Zen raised shares of Smurfit Westrock from a “sell” rating to a “hold” rating in a research note on Saturday. Truist Financial lifted their target price on shares of Smurfit Westrock from $55.00 to $57.00 and gave the stock a “buy” rating in a research note on Thursday. Loop Capital set a $71.00 target price on shares of Smurfit Westrock in a report on Tuesday. Morgan Stanley reaffirmed an “overweight” rating and set a $57.00 price target on shares of Smurfit Westrock in a research report on Wednesday, May 6th. Finally, Zacks Research upgraded Smurfit Westrock from a “strong sell” rating to a “hold” rating in a report on Wednesday, May 6th. Eleven analysts have rated the stock with a Buy rating and two have given a Hold rating to the company’s stock. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $57.23.

Smurfit Westrock Price Performance

Shares of SW opened at $46.03 on Friday. The firm has a market cap of $24.14 billion, a PE ratio of 48.97, a price-to-earnings-growth ratio of 0.79 and a beta of 0.95. Smurfit Westrock PLC has a 52-week low of $32.73 and a 52-week high of $52.65. The business’s 50 day moving average price is $44.03 and its two-hundred day moving average price is $42.85. The company has a debt-to-equity ratio of 0.73, a quick ratio of 0.95 and a current ratio of 1.45.

Smurfit Westrock (NYSE:SW) last announced its quarterly earnings data on Wednesday, July 29th. The company reported $0.35 EPS for the quarter, missing the consensus estimate of $0.42 by ($0.07). The company had revenue of $8.03 billion for the quarter, compared to analyst estimates of $7.93 billion. Smurfit Westrock had a return on equity of 4.60% and a net margin of 1.59%.The business’s quarterly revenue was up 1.1% compared to the same quarter last year. During the same period last year, the business earned ($0.05) EPS. On average, equities analysts anticipate that Smurfit Westrock PLC will post 2.13 EPS for the current year.

Smurfit Westrock Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Thursday, September 10th. Investors of record on Friday, August 14th will be paid a dividend of $0.4523 per share. The ex-dividend date of this dividend is Friday, August 14th. This represents a $1.81 annualized dividend and a yield of 3.9%. Smurfit Westrock’s dividend payout ratio is currently 192.55%.

Smurfit Westrock Company Profile

Smurfit Westrock Plc, together with its subsidiaries, manufactures, distributes, and sells containerboard, corrugated containers, and other paper-based packaging products in Ireland and internationally. The company produces containerboard that it converts into corrugated containers or sells to third parties, as well as produces other types of paper, such as consumer packaging board, sack paper, graphic paper, solid board and graphic board, and other paper-based packaging products, such as consumer packaging, solid board packaging, paper sacks, and other packaging products, including bag-in-box.