Amcor PLC (AMCR)

Amcor Plc's stock experienced a 10% drop in August 2025 after its fourth-quarter update revealed lower-than-expected EBITDA results. On November 28, 2025, analysts gave AMCR stock an average "Strong Buy" rating with a 12-month price target of $10.6. In January 2026, Amcor was highlighted as an "Undervalued Dividend Aristocrat" and a "High Yield Consumer Packaging Giant," partly due to its merger with Berry Global.

Amcor Plc experiences demand seasonality, with an increase typically observed towards the end of its fiscal year, driven by heightened demand for beverage and food products. The company's cash flow from operations tends to be lower in the first half and higher in the second half of the fiscal year. The fourth quarter is generally the strongest for Amcor's North American beverage business.

Amcor Plc is a global leader in developing and producing responsible packaging solutions, operating in the Containers/Packaging industry. The company is segmented into Flexibles Packaging and Rigid Plastics. Its products include flexible packaging, rigid containers, specialty cartons, and closures, catering to diverse markets like food, beverages, pharmaceuticals, and personal care. Amcor focuses on sustainable solutions, offering recyclable, biodegradable, and lightweight packaging.

Amcor Plc has a significant global presence, operating in over 40 countries with approximately 210 to 218 locations, covering Europe, North America, Latin America, the Middle East, Africa, and the Asia-Pacific regions. North America accounted for the highest share of global sales in FY23 at 49%, followed by Western Europe at 23%, emerging markets at 25%, and Australia/New Zealand at 3%.

Amcor has maintained a strong brand reputation through its commitment to sustainability and innovation. Recyclability claims are the most influential factor in consumer purchase decisions. S&P Global Ratings affirmed Amcor's 'BBB/A-2' ratings in May 2024, citing its solid market position and strategic pivot to sustainable packaging.

Amcor Plc's ownership is primarily dominated by institutional investors, who collectively own between approximately 53% and 69.8% of the company. Individual insiders hold a smaller stake, ranging from 0.20% to 0.38%. The general public and individual investors hold a significant portion, estimated between 24.65% and 46.52% of the stock.