Avery Dennison Corporation (AVY)

In the past six months, Avery Dennison's stock price has fluctuated. As of October 2025, the share price was down 23% over the preceding year and 11% in the last 90 days. As of April 2026, the stock showed a 6.6% return over the last year but a 7.7% decline in the last 90 days, with a 1.52% drop on April 10, 2026. Key events impacting the stock include earnings reports, profitability and revenue concerns, cost savings initiatives, analyst sentiment, and dividends. The company reported its Q4 2025 and full-year 2025 results on February 4, 2026, with adjusted EPS beating consensus estimates but revenue slightly missing expectations. Management is targeting $50 million in restructuring savings for 2026. Analyst ratings have been updated frequently, with several firms adjusting price targets both upwards and downwards in February and April 2026. A quarterly dividend was announced and paid on March 18, 2026.

Avery Dennison's management actively incorporates seasonality into its demand forecasting and planning processes. Historical seasonal patterns influence the company's earnings, with a notable mid-single-digit decrease in EPS typically observed around the August holiday period in Europe, which is attributed to the seasonal nature of the apparel business. The company anticipates sequential earnings growth throughout the year, aligning with these historical seasonal trends.

Avery Dennison Corp. is a global materials science and digital identification solutions company, specializing in labeling and functional materials across major industries. They design and manufacture pressure-sensitive adhesive materials, apparel branding labels, RFID inlays and tags, specialty medical products, performance tapes, fasteners, and software applications. The company operates through Materials Group and Solutions Group segments.

Avery Dennison has a significant global presence with approximately 35,000 employees in over 50 countries. Approximately 70% of net sales are from international operations, with about 40% from emerging markets. The Label and Packaging Materials segment operates in 32 countries, with 25 manufacturing facilities, 65 distribution centers, and 25 stand-alone sales offices.

Avery Dennison's brand reputation has been positively highlighted in the past year. In March 2026, the company was recognized by Fast Company as one of the "World's Most Innovative Companies of 2026." This accolade specifically acknowledged Avery Dennison's groundbreaking Optica™ portfolio, which is instrumental in enhancing supply chain visibility and sustainability within the global apparel industry.

Avery Dennison's ownership is predominantly institutional, with approximately 800 institutional owners holding a significant portion of its shares, often exceeding 90% of the total outstanding shares. Major institutional shareholders include Vanguard Group Inc., BlackRock, Inc., Morgan Stanley, State Street Corp, and T. Rowe Price Investment Management, Inc. Vanguard Group Inc. is noted as the largest individual institutional shareholder.