Quantinno Capital Management LP Has $14.28 Million Stock Position in Smurfit Westrock PLC $SW

Quantinno Capital Management LP grew its stake in shares of Smurfit Westrock PLC (NYSE:SW) by 77.7% during the first quarter, HoldingsChannel.com reports. The institutional investor owned 358,331 shares of the company’s stock after acquiring an additional 156,635 shares during the period. Quantinno Capital Management LP’s holdings in Smurfit Westrock were worth $14,280,000 at the end of the most recent reporting period.

Several other hedge funds also recently modified their holdings of the company. Fideuram Intesa Sanpaolo Private Banking S.P.A. bought a new stake in Smurfit Westrock during the 4th quarter worth $28,000. DV Equities LLC acquired a new position in Smurfit Westrock in the 4th quarter worth about $28,000. CYBER HORNET ETFs LLC bought a new position in Smurfit Westrock in the second quarter valued at about $29,000. Root Financial Partners LLC boosted its stake in shares of Smurfit Westrock by 187.6% during the first quarter. Root Financial Partners LLC now owns 768 shares of the company’s stock valued at $31,000 after purchasing an additional 501 shares in the last quarter. Finally, UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC bought a new stake in shares of Smurfit Westrock during the fourth quarter worth about $31,000. Institutional investors and hedge funds own 83.38% of the company’s stock.

Smurfit Westrock Price Performance

Shares of SW opened at $46.03 on Monday. Smurfit Westrock PLC has a 1 year low of $32.73 and a 1 year high of $52.65. The company has a debt-to-equity ratio of 0.73, a current ratio of 1.45 and a quick ratio of 0.96. The company has a market capitalization of $24.14 billion, a price-to-earnings ratio of 48.97, a price-to-earnings-growth ratio of 0.80 and a beta of 0.96. The business has a 50-day moving average of $44.03 and a 200-day moving average of $42.85.

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

Smurfit Westrock Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Thursday, September 10th. Stockholders of record on Friday, August 14th will be given a $0.4523 dividend. The ex-dividend date is Friday, August 14th. This represents a $1.81 dividend on an annualized basis and a dividend yield of 3.9%. Smurfit Westrock’s payout ratio is 192.55%.

Smurfit Westrock News Summary

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

Several research analysts have recently issued reports on the company. Wells Fargo & Company upped their price objective on Smurfit Westrock from $52.00 to $55.00 and gave the company an “overweight” rating in a research note on Thursday. Barclays cut their target price on shares of Smurfit Westrock from $54.00 to $52.00 and set an “overweight” rating on the stock in a research report on Thursday, May 21st. Zacks Research upgraded shares of Smurfit Westrock from a “strong sell” rating to a “hold” rating in a research report on Wednesday, May 6th. Deutsche Bank Aktiengesellschaft assumed coverage on shares of Smurfit Westrock in a research note on Tuesday, June 23rd. They set a “buy” rating and a $57.00 price target for the company. Finally, JPMorgan Chase & Co. lifted their price target on shares of Smurfit Westrock from $65.00 to $71.00 and gave the stock an “overweight” rating in a report on Tuesday, July 28th. Eleven research 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.com, the stock presently has an average rating of “Moderate Buy” and an average target price of $57.23.

Smurfit Westrock 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.