Amcor PLC (AMCR)

Amcor Plc's stock price has fluctuated in the past six months. As of July 17, 2025, the share price was $9.51, a 7.85% decline from $10.32 on July 18, 2024. Key events include the Q3 2025 earnings report, which showed modest growth but warned of demand softness in North America. The merger with Berry Global Group is expected to drive future growth with significant synergies. The Q4 2024 earnings report caused a stock dip despite beating bottom-line expectations but missing topline predictions.

Demand for Amcor Plc's products depends on consumer demand for packaged goods in various industries. While specific seasonality details are not provided, demand can be influenced by consumer purchasing patterns, such as increased beverage demand in warmer months. Amcor's diverse product portfolio helps mitigate significant overall seasonality impacts. The company noted a return to volume growth in Q4 2024 after a period of soft customer demand, but weak beverage demand in North America impacted the rigid packaging business in Q3 2025.

Amcor Plc is a global leader in responsible packaging solutions, operating in the Process Industries sector and Containers/Packaging industry. The company focuses on the fast-moving consumer goods industry, with 90% of earnings from flexible packaging. Its product portfolio includes flexible packaging (pouches, bags, films) and rigid packaging (containers, bottles) for various industries like food, beverage, and personal care.

Amcor Plc has a significant global presence, operating in over 40 countries with more than 250 manufacturing sites and serving clients in over 100 countries. Headquartered in Zurich, Switzerland, its network spans Europe, Asia Pacific, North America, Latin America, and Oceania. Approximately half of Amcor's group sales are generated from North America, with the remaining sales split equally between Western Europe and emerging markets. Australia and New Zealand contribute less than 5% of group sales.

Amcor maintains a strong brand reputation for high-quality packaging and a commitment to sustainability and innovation. The company focuses on emissions reduction, increased use of recycled materials, and promoting a circular economy. Amcor's AmFiber Performance Paper was proven recyclable in Brazil, and they partnered with Metsa Group to develop sustainable, 3D molded fiber packaging. The opening of an Innovation Center in Belgium reinforces their focus on innovation and sustainable practices.

Amcor Plc's ownership is primarily a mix of institutional and individual investors. Institutional shareholders hold between 44.94% and 76.89% of the stock, with major holders including BlackRock, State Street Corp, and Vanguard Group Inc. Individual investors collectively hold 51% of Amcor's shares. Amcor insiders own a smaller percentage, around 0.55%, and insider trading activity has shown net selling in the past year.