Amcor PLC (AMCR)

Over the past six months, Amcor's stock has declined by approximately 10.95% to 14.73%, with a year-to-date decrease of 12.8%. Key events include the finalization of the Berry Global acquisition on April 30, 2025, which boosted net sales and is expected to create significant synergies. On August 14, 2025, Amcor reported quarterly earnings of $0.20 per share, slightly missing estimates. A quarterly dividend of $0.1275 per share was announced. An analyst upgraded Amcor's stock from "Hold" to "Buy" on October 10, 2025. A company director acquired 10,000 shares of Amcor stock on August 19, 2025. In October 2025, the stock saw a positive movement, rising 3.2% in premarket trading.

Demand for Amcor's products is influenced by seasonal trends, particularly in the food and beverage industries. Peak seasons like Christmas and Black Friday increase consumer demand and the need for packaging. Seasonal changes in temperature and humidity impact packaging material requirements, with cooler temperatures requiring enhanced cold resistance and hot, humid conditions requiring moisture-resistant materials. Agricultural harvest cycles also contribute to seasonality, with bulky fall crops requiring sturdy packaging.

Amcor Plc is a global leader in responsible consumer packaging and dispensing solutions, operating in the Paper and Packaging sector. The company specializes in flexible packaging, rigid packaging, cartons, and closures made from materials like plastic, fiber, metal, and glass. Amcor's packaging solutions serve industries such as beverages, food, pharmaceuticals, and personal care. The company operates through two main segments: Flexibles Packaging and Rigid Plastics.

Amcor has a significant global presence, operating in over 40 countries with more than 400 locations and employing over 75,000 individuals. Its geographic reach spans Europe, North America, Latin America, the Middle East, Africa, and the Asia-Pacific regions.

Amcor's brand reputation has been shaped by its commitment to sustainability and strategic growth initiatives. The FY25 Sustainability Report showcased progress, including meeting the target of using 10% post-consumer recycled (PCR) plastic, developing recycle-ready options for 96% of its flexible packaging portfolio, and reducing greenhouse gas emissions. The Berry Global acquisition has enhanced Amcor's market leadership. Amcor announced the installation of a new Machine Direction Orientation (MDO) line in Peru and showcased its latest healthcare packaging innovations at the CPHI event in Frankfurt in October 2025. In September 2025, Amcor acquired Petpolymers.

Amcor Plc's ownership is primarily held by institutional investors, accounting for 47.7% of the stock. Individual insiders hold 0.309%, while the general public owns 51.9%. Major institutional shareholders include BlackRock, Inc., State Street Global Advisors, Inc., and The Vanguard Group, Inc. Several institutional investors increased their stakes during the second quarter of 2025.