Summary
Amcor: This Dividend Aristocrat Still Looks Deeply Undervalued
Amcor retains its Strong Buy rating, supported by robust fundamentals, attractive valuation, and significant re-rating potential post-Berry deal. AMCR delivered another strong quarter, beating EPS and revenue estimates, with targeted double-digit EPS growth and >$500 million working capital recovery ahead. Portfolio optimization, divestitures, and synergies are expected to help Amcor in its target to reduce leverage to ~3x by end-2027, supporting a solid ~5.5% dividend yield and continued reinvestment.
Amcor: A Packaging Fortress While AI Names Wobble
Amcor plc remains a Strong Buy, with a 19% stock increase since prior coverage and continued undervaluation at 12x forward P/E versus peers' 16x. AMCR's 5.5% forward dividend yield provides attractive income, complementing its defensive portfolio diversification amid AI-related market risks. Synergy execution from the Berry Global acquisition is progressing 10% ahead of guidance, reducing a key risk and supporting the bullish thesis.
Amcor Q4 Earnings Call Highlights
Amcor NYSE: AMCR reported fiscal 2026 fourth-quarter adjusted earnings per share of $1.23, up 23% from a year earlier, as synergy gains from its acquisition of Berry Global, cost management and modest volume growth supported results amid elevated input-cost inflation.
Amcor plc Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| DI David Izzi Brown, LISLE/CUMMINGS Inc. | 690 | $30,006.08 | $30,967.2 | $961.12 | 3.2% |
 Curtis Ellergodt Rothschild Investment LLC | 5,537 | $230,398 | $260,571.22 | $30,173.22 | 13.1% |
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 212,301 | $9.2M | $10.16M | $957,485.85 | 10.4% |
| JC JoAnn Conry HUDSON EDGE INVESTMENT PARTNERS Inc. | 30 | $1,251 | $1,346.4 | $95.4 | 7.63% |
| ABB Alexander Bjornager Bonde Danske Bank A/S | 335,268 | $13.35M | $16.05M | $2.69M | 20.18% |
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Amcor plc Profile
| Containers & Packaging Industry | Materials Sector | Peter Konieczny CEO | NYSE Exchange | 00BJ1F307 CUSIP |
| CH Country | 75,000 Employees | 4 Sep 2026 Last Dividend | 15 Jan 2026 Last Split | 11 Jun 2019 IPO Date |
Overview
Amcor plc is a forefront company in the packaging industry, with a global presence that extends across Europe, North America, Latin America, Africa, and the Asia Pacific regions. Since its incorporation in 2018, with headquarters in Zurich, Switzerland, Amcor has specialized in developing, producing, and selling a wide array of packaging products. The company’s operations are structured into two main segments: Flexibles and Rigid Packaging, each focusing on delivering specialized packaging solutions across various industries. Amcor leverages a direct sales force to market its diverse product portfolio, catering to the distinct needs of customers in the food and beverage, medical and pharmaceutical, fresh produce, snack food, personal care, and other sectors.
Products and Services
Flexibles Segment: This segment offers innovative flexible and film packaging solutions that cater to a broad range of industries. These include:
- Food and Beverage: Producing packaging that maintains the integrity and freshness of food and beverages during storage and transportation.
- Medical and Pharmaceutical: Supplying packaging that ensures the safety, sterility, and preservation of medical and pharmaceutical products.
- Fresh Produce: Offering solutions specifically designed to prolong the shelf life of fruits and vegetables.
- Snack Food: Creating packaging that keeps snack foods fresh and provides convenience for consumers.
- Personal Care: Designing packaging that protects and presents personal care products effectively.
Rigid Packaging Segment: This segment delivers rigid container solutions for an array of beverage and food products, along with plastic caps for various applications. Key offerings include:
- Beverage Containers: Providing rigid containers ideal for carbonated soft drinks, water, juices, sports drinks, milk-based beverages, spirits, and beer.
- Food Product Containers: Offering rigid packaging for sauces, dressings, spreads, and other food items, ensuring their protection and preservation.
- Plastic Caps: Supplying a variety of plastic cap solutions to serve diverse packaging needs across the beverage and food industries.
