Amcor PLC (AMCR)

Amcor completed a one-for-five reverse stock split on January 15, 2026. The company reported solid second-quarter fiscal year 2026 results on February 3, 2026, and first-quarter fiscal year 2026 results on September 30, 2025. The all-stock merger with Berry Global, finalized in April 2025, has been a significant event, reshaping Amcor's ownership and market position. Over the last 12 months, Amcor's stock price rose significantly, but the share price as of April 10, 2026, represented a decline over the past year; analysts have maintained a "Moderate Buy" consensus rating. Amcor declared a quarterly dividend of $0.65 (annualized $2.60) for a 6.2% yield.

Demand for Amcor Plc's products and services is primarily dependent on consumer demand for packaged goods across various end markets. While Amcor's sales are widely diversified across these markets, a specific detailed breakdown of demand seasonality is not explicitly stated. The packaging industry itself is generally considered resilient but can be cyclical.

Amcor Plc is a global packaging company specializing in responsible packaging solutions across various materials. It operates through two segments: Flexibles Packaging, producing flexible and film packaging for industries like food, beverage, medical, and personal care; and Rigid Packaging, producing rigid containers and plastic caps for beverage and food products. Amcor's product innovations include AmPrima™ Recycle Ready Solutions, AmLite HeatFlex Recycle-Ready, Amcor 360 Complete Packaging Solutions, AmFiber Performance Paper, and the AmSky® Recycle-Ready Blister System for healthcare packaging.

Amcor has a significant global presence, operating in over 40 countries with approximately 210 locations and 77,000 employees as of June 30, 2025. The company has 445 subsidiaries across 41 countries, with a notable concentration in the United States, the United Kingdom, and France. Its global footprint is well-balanced across developed markets, primarily North America and Western Europe, and emerging markets, including China, India, the rest of Asia, Eastern Europe, and Latin America.

Amcor has focused on enhancing its brand reputation through sustainability initiatives and innovation. The company's 2025 Sustainability Pledge has reframed the company as a circular-economy innovator. Amcor has been recognized for its innovative and sustainable packaging solutions. The acquisition of Berry Global in April 2025 has significantly boosted Amcor's market position and expanded its capabilities. Amcor is committed to developing all its packaging to be recyclable, compostable, or reusable by 2025 and aims for 30% recycled content usage across its product portfolio by 2030.

Amcor Plc's ownership is primarily held by institutional investors and individual investors. Institutions collectively hold a significant stake in Amcor, with major shareholders including The Vanguard Group, BlackRock Inc., and State Street Corporation. Individual investors are collectively the largest shareholders. Insiders own less than 1% of Amcor Plc.