Ball Corporation (BALL)

Over the past 52 weeks, Ball Corp's shares have declined by 6.3%, underperforming the S&P 500 Index. In Q1 2025, Ball released its results, reporting adjusted EPS of $0.76 and revenue of $3.1 billion. Ball Corporation completed the sale of its aerospace business to BAE Systems for $5.6 billion in cash. Ball Corporation announced an agreement to repurchase approximately $250 million of its outstanding common stock. Wall Street analysts are moderately optimistic about BALL's stock, with a "Moderate Buy" rating overall.

Demand for Ball Corporation's products, particularly beverage packaging, exhibits seasonality. The Northern Hemisphere typically experiences higher demand for beverage cans during the summer months. Ball's global shipments in 2023 were impacted by a consumer boycott of Bud Light. Ball anticipates year-over-year volume growth to improve after the first quarter of 2024 and accelerate further in 2025.

Ball Corporation is an American aluminum manufacturing company specializing in metal packaging for beverages, foods, and household products. It is the world's largest manufacturer of recyclable aluminum packaging. Its major products include beverage packaging, food and household packaging, and aerospace systems (though the aerospace business was sold in February 2024).

Ball Corporation has a significant global presence, operating across 13 countries with 77 manufacturing facilities. The United States accounts for 55.9% of net sales, Brazil for 10%, and other regions for 34.1%. The company has a strong market presence in North America, Europe, and South America. Ball Corporation acquired Florida Can Manufacturing in February 2025, expanding its U.S. manufacturing footprint. In November 2024, Ball acquired Alucan to bolster its European presence.

Ball Corporation has maintained a positive brand reputation, particularly concerning its sustainability efforts and workplace achievements. Ball has been recognized for its sustainability achievements, including being named to the 2022 Dow Jones Sustainability Index (DJSI) North America for the ninth consecutive year. Ball was recognized as one of America's Most Responsible Companies by Newsweek in 2022 for the fourth year. Ball's product innovation, a can design with braille, won a Fast Company's 2024 Innovation by Design Award. Ball received Ambev's Eclipse Award at the One Supply Chain event for the second consecutive year.

Institutional investors hold a significant majority of Ball Corporation's stock, with 87% ownership. The largest institutional shareholders include Vanguard Group Inc., BlackRock, Inc., Parnassus Investments /ca, T. Rowe Price Investment Management, Inc., and State Street Corp. R. David Hoover is noted as the largest individual Ball shareholder.