Sterling Capital Management LLC Trims Stock Holdings in Smurfit Westrock PLC $SW

Posted by Stanley Muller on Jun 30th, 2026

Sterling Capital Management LLC decreased its holdings in shares of Smurfit Westrock PLC (NYSE:SW – Free Report) by 34.6% during the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 30,801 shares of the company’s stock after selling 16,296 shares during the quarter. Sterling Capital Management LLC’s holdings in Smurfit Westrock were worth $1,227,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors have also recently made changes to their positions in SW. Norges Bank bought a new stake in shares of Smurfit Westrock during the 4th quarter valued at $495,335,000. Capital Research Global Investors boosted its stake in Smurfit Westrock by 31.2% in the 4th quarter. Capital Research Global Investors now owns 36,127,677 shares of the company’s stock worth $1,397,057,000 after purchasing an additional 8,596,558 shares during the period. Orbis Allan Gray Ltd grew its holdings in Smurfit Westrock by 81.9% during the 2nd quarter. Orbis Allan Gray Ltd now owns 18,400,418 shares of the company’s stock valued at $793,978,000 after buying an additional 8,286,205 shares in the last quarter. UBS Group AG grew its holdings in Smurfit Westrock by 272.0% during the 3rd quarter. UBS Group AG now owns 11,240,153 shares of the company’s stock valued at $478,493,000 after buying an additional 8,218,351 shares in the last quarter. Finally, AQR Capital Management LLC increased its position in shares of Smurfit Westrock by 8,132.7% during the fourth quarter. AQR Capital Management LLC now owns 5,724,100 shares of the company’s stock valued at $221,351,000 after buying an additional 5,654,571 shares during the period. Hedge funds and other institutional investors own 83.38% of the company’s stock.

Smurfit Westrock Stock Down 1.8%

Shares of NYSE SW opened at $46.13 on Tuesday. The company has a current ratio of 1.44, a quick ratio of 0.95 and a debt-to-equity ratio of 0.73. The business has a 50-day moving average of $41.36 and a 200-day moving average of $41.78. The firm has a market capitalization of $24.19 billion, a price-to-earnings ratio of 64.06, a PEG ratio of 0.94 and a beta of 0.96. Smurfit Westrock PLC has a 12 month low of $32.73 and a 12 month high of $52.65.

Smurfit Westrock (NYSE:SW – Get Free Report) last announced its earnings results on Thursday, April 30th. The company reported $0.33 earnings per share for the quarter, missing analysts’ consensus estimates of $0.36 by ($0.03). Smurfit Westrock had a net margin of 1.22% and a return on equity of 4.96%. The company had revenue of $7.71 billion during the quarter, compared to analysts’ expectations of $7.57 billion. During the same period in the prior year, the business earned $0.74 earnings per share. The company’s revenue for the quarter was up .7% compared to the same quarter last year. Sell-side analysts expect that Smurfit Westrock PLC will post 2.31 earnings per share for the current fiscal year.

Smurfit Westrock Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Wednesday, June 10th. Shareholders of record on Friday, May 15th were given a $0.4523 dividend. The ex-dividend date was Friday, May 15th. This represents a $1.81 dividend on an annualized basis and a dividend yield of 3.9%. Smurfit Westrock’s payout ratio is presently 250.00%.

Wall Street Analysts Forecast Growth

A number of equities analysts have recently commented on SW shares. Deutsche Bank Aktiengesellschaft initiated coverage on shares of Smurfit Westrock in a research report on Tuesday, June 23rd. They issued a “buy” rating and a $57.00 price objective for the company. Morgan Stanley reiterated an “overweight” rating and issued a $57.00 target price on shares of Smurfit Westrock in a research note on Wednesday, May 6th. Barclays cut their price target on shares of Smurfit Westrock from $54.00 to $52.00 and set an “overweight” rating for the company in a report on Thursday, May 21st. Truist Financial set a $50.00 price target on shares of Smurfit Westrock in a research report on Friday, May 1st. Finally, Citigroup decreased their price target on shares of Smurfit Westrock from $53.00 to $51.00 and set a “buy” rating on the stock in a report on Monday, May 4th. Eleven equities research analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company’s stock. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average target price of $53.33.

Get Our Latest Research Report on SW

Smurfit Westrock Company 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.