TIAA Trust National Association Increases Stock Position in Smurfit Westrock PLC $SW

Posted by Brenda Bartman on Jun 10th, 2026

TIAA Trust National Association raised its holdings in Smurfit Westrock PLC (NYSE:SW – Free Report) by 5.9% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 223,430 shares of the company’s stock after purchasing an additional 12,416 shares during the period. TIAA Trust National Association’s holdings in Smurfit Westrock were worth $8,640,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds also recently modified their holdings of SW. AQR Capital Management LLC lifted its holdings in shares of Smurfit Westrock by 90.5% in the first quarter. AQR Capital Management LLC now owns 13,425 shares of the company’s stock valued at $593,000 after purchasing an additional 6,378 shares in the last quarter. Integrated Wealth Concepts LLC lifted its holdings in shares of Smurfit Westrock by 6.7% in the first quarter. Integrated Wealth Concepts LLC now owns 5,501 shares of the company’s stock valued at $248,000 after purchasing an additional 346 shares in the last quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. lifted its holdings in shares of Smurfit Westrock by 5.9% in the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 48,559 shares of the company’s stock valued at $2,188,000 after purchasing an additional 2,698 shares in the last quarter. NewEdge Advisors LLC lifted its holdings in shares of Smurfit Westrock by 192.3% in the first quarter. NewEdge Advisors LLC now owns 13,264 shares of the company’s stock valued at $598,000 after purchasing an additional 8,726 shares in the last quarter. Finally, Woodline Partners LP lifted its holdings in shares of Smurfit Westrock by 40.8% in the first quarter. Woodline Partners LP now owns 41,772 shares of the company’s stock valued at $1,882,000 after purchasing an additional 12,096 shares in the last quarter. Hedge funds and other institutional investors own 83.38% of the company’s stock.

Smurfit Westrock Stock Performance

Shares of SW stock opened at $41.38 on Wednesday. Smurfit Westrock PLC has a one year low of $32.73 and a one year high of $52.65. The company has a debt-to-equity ratio of 0.73, a quick ratio of 0.95 and a current ratio of 1.44. The company has a 50 day moving average price of $40.33 and a 200 day moving average price of $40.88. The firm has a market capitalization of $21.70 billion, a price-to-earnings ratio of 57.48 and a beta of 0.96.

Smurfit Westrock (NYSE:SW – Get Free Report) last issued its quarterly earnings results on Thursday, April 30th. The company reported $0.33 EPS for the quarter, missing the consensus estimate of $0.36 by ($0.03). Smurfit Westrock had a return on equity of 4.96% and a net margin of 1.22%.The company had revenue of $7.71 billion for the quarter, compared to analyst estimates of $7.57 billion. During the same period last year, the company posted $0.74 EPS. The business’s revenue for the quarter was up .7% on a year-over-year basis. Sell-side analysts anticipate that Smurfit Westrock PLC will post 2.32 EPS for the current year.

Smurfit Westrock Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Wednesday, June 10th. Investors of record on Friday, May 15th will be given a dividend of $0.4523 per share. The ex-dividend date of this dividend is Friday, May 15th. This represents a $1.81 annualized dividend and a yield of 4.4%. Smurfit Westrock’s dividend payout ratio is 251.39%.

Analysts Set New Price Targets

Several equities analysts recently issued reports on SW shares. Weiss Ratings reissued a “hold (c)” rating on shares of Smurfit Westrock in a research note on Friday, May 29th. Morgan Stanley reissued an “overweight” rating and set a $57.00 price objective on shares of Smurfit Westrock in a research note on Wednesday, May 6th. The Goldman Sachs Group started coverage on shares of Smurfit Westrock in a research note on Tuesday, March 24th. They set a “buy” rating and a $49.00 price objective on the stock. Wells Fargo & Company reduced their price objective on shares of Smurfit Westrock from $55.00 to $50.00 and set an “overweight” rating on the stock in a research note on Friday, March 20th. Finally, Barclays reduced their price objective on shares of Smurfit Westrock from $54.00 to $52.00 and set an “overweight” rating on the stock in a research note on Thursday, May 21st. Eleven analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company’s stock. According to data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average target price of $53.00.

Check Out Our Latest Report on Smurfit Westrock

Smurfit Westrock Profile

(Free Report)

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.