Horizon Investments LLC Has $8.02 Million Stock Position in Smurfit Westrock PLC $SW

Horizon Investments LLC grew its holdings in shares of Smurfit Westrock PLC (NYSE:SW) by 1,042.7% in the fourth quarter, Holdings Channel reports. The institutional investor owned 207,429 shares of the company’s stock after acquiring an additional 189,276 shares during the period. Horizon Investments LLC’s holdings in Smurfit Westrock were worth $8,021,000 as of its most recent SEC filing.

A number of other hedge funds have also recently made changes to their positions in the business. International Private Wealth Advisors LLC grew its holdings in shares of Smurfit Westrock by 3.5% during the fourth quarter. International Private Wealth Advisors LLC now owns 7,152 shares of the company’s stock valued at $277,000 after buying an additional 245 shares during the last quarter. Benjamin Edwards Inc. grew its holdings in shares of Smurfit Westrock by 4.1% during the second quarter. Benjamin Edwards Inc. now owns 6,776 shares of the company’s stock valued at $292,000 after buying an additional 264 shares during the last quarter. AXA S.A. grew its holdings in shares of Smurfit Westrock by 1.3% during the second quarter. AXA S.A. now owns 22,283 shares of the company’s stock valued at $962,000 after buying an additional 285 shares during the last quarter. Mariner LLC grew its holdings in shares of Smurfit Westrock by 0.9% during the third quarter. Mariner LLC now owns 31,906 shares of the company’s stock valued at $1,358,000 after buying an additional 294 shares during the last quarter. Finally, Creative Planning grew its holdings in shares of Smurfit Westrock by 5.0% during the third quarter. Creative Planning now owns 7,082 shares of the company’s stock valued at $301,000 after buying an additional 338 shares during the last quarter. 83.38% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

A number of research analysts have recently issued reports on SW shares. Royal Bank Of Canada reduced their price objective on shares of Smurfit Westrock from $54.00 to $53.00 and set an “outperform” rating for the company in a report on Friday. Barclays reduced their price objective on shares of Smurfit Westrock from $56.00 to $54.00 and set an “overweight” rating for the company in a report on Wednesday, April 1st. Wells Fargo & Company reduced their price objective on shares of Smurfit Westrock from $55.00 to $50.00 and set an “overweight” rating for the company in a report on Friday, March 20th. UBS Group dropped their price target on shares of Smurfit Westrock from $60.00 to $56.00 and set a “buy” rating on the stock in a research report on Monday, April 13th. Finally, Truist Financial set a $50.00 price target on shares of Smurfit Westrock in a research report on Friday. Eleven equities research analysts have rated the stock with a Buy rating, one has assigned a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average target price of $53.64.

Smurfit Westrock Stock Up 2.8%

SW opened at $39.47 on Friday. The company has a debt-to-equity ratio of 0.73, a current ratio of 1.44 and a quick ratio of 0.95. The company’s 50-day moving average is $41.54 and its 200 day moving average is $40.55. Smurfit Westrock PLC has a fifty-two week low of $32.73 and a fifty-two week high of $52.65. The firm has a market capitalization of $20.69 billion, a P/E ratio of 54.81 and a beta of 0.95.

Smurfit Westrock (NYSE:SW) last released its quarterly 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 firm had revenue of $7.71 billion for the quarter, compared to the consensus estimate of $7.57 billion. During the same period in the previous year, the business earned $0.74 earnings per share. The firm’s revenue for the quarter was up .7% on a year-over-year basis. Research analysts expect that Smurfit Westrock PLC will post 2.31 earnings per share for the current fiscal year.

Smurfit Westrock Dividend Announcement

The company 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. This represents a $1.81 dividend on an annualized basis and a dividend yield of 4.6%. The ex-dividend date of this dividend is Friday, May 15th. Smurfit Westrock’s dividend payout ratio (DPR) is presently 251.39%.

Insider Transactions at Smurfit Westrock

In related news, CEO Anthony P. J. Smurfit sold 40,000 shares of the firm’s stock in a transaction dated Thursday, February 19th. The shares were sold at an average price of $51.54, for a total transaction of $2,061,600.00. Following the transaction, the chief executive officer directly owned 1,642,610 shares of the company’s stock, valued at $84,660,119.40. This trade represents a 2.38% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, CFO Ken Bowles sold 10,000 shares of Smurfit Westrock stock in a transaction dated Thursday, February 19th. The stock was sold at an average price of $51.26, for a total transaction of $512,600.00. Following the completion of the sale, the chief financial officer directly owned 151,644 shares in the company, valued at approximately $7,773,271.44. This represents a 6.19% decrease in their position. The disclosure for this sale is available in the SEC filing. 0.46% of the stock is owned by company insiders.

More Smurfit Westrock News

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

• Positive Sentiment: Company declared a quarterly dividend of $0.4523 per share (annualized yield ~4.6%), with record/ex-dividend dates set for mid-May and payment in June — supports income-oriented investors. Smurfit Westrock Reports First Quarter 2026 Results
• Positive Sentiment: Top-line and cash-flow positives: Q1 net sales ~$7.71B and Adjusted EBITDA of $1.076B (14.0% margin), with operating cash flow generation noted — these data points temper concerns from the EPS miss. Smurfit Westrock Reports First Quarter 2026 Results
• Neutral Sentiment: JPMorgan trimmed its price target to $62 from $64 but kept an “Overweight” rating — still implies meaningful upside from current levels, signaling continued analyst conviction despite some near-term uncertainty. Benzinga
• Neutral Sentiment: RBC cut its price target to $53 from $54 but maintained an “Outperform” rating, also showing that brokers expect recovery/upside even after small PT reductions. Benzinga
• Neutral Sentiment: Company posted its earnings presentation and call transcript — useful for digging into segment trends and management commentary on volumes and pricing. Earnings Presentation Earnings Call Transcript
• Negative Sentiment: Q1 EPS missed consensus: reported $0.33 vs. $0.36 expected and down sharply year-over-year; net income was weak and margins are compressed — a clear near-term negative that likely pressured sentiment. Zacks Q1 Coverage
• Negative Sentiment: Analysts and coverage note operational headwinds (weather effects, weaker North America volumes) that dragged profit conversion despite revenue being roughly in line/above estimates — risk to near-term margins and EPS recovery. Zacks: Falls Short

About Smurfit Westrock

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.