Greif Inc Class A (GEF)

In the past six months, Greif reported its fiscal third-quarter 2025 results on August 27, 2025, and completed the sale of its Containerboard Business on September 2, 2025. Dennis Hoffman was appointed as General Counsel on October 1, 2025, and the company completed the sale of its Timberlands Business on October 2, 2025. Greif was named a Top 100 Most Loved Workplace® for the fifth consecutive year on October 14, 2025, and reported its fourth-quarter and fiscal 2025 results on November 5, 2025. The company was named to America's Most Responsible Companies 2026 List for the seventh consecutive year on December 4, 2025, and declared a quarterly dividend of $0.56 per share on December 9, 2025. An insider sold US$466k worth of stock on December 13, 2025, and the stock reached a 52-week high of $70.89 on December 18, 2025. The share price was $67.70 on December 31, 2025, an increase of 11.90% from January 2, 2025. Greif, Inc. announced its 2026 first-quarter earnings release and conference call dates on January 5, 2026. Wells Fargo downgraded Greif to Equal Weight from Overweight, while BofA raised its price target to $74 from $68 on January 6, 2026. Zacks Research upgraded Greif to "Hold" from "strong sell" on January 7, 2026, and Greif A earned a relative strength rating upgrade on January 9, 2026. In the last 90 days, insiders acquired 32,293 shares valued at $2,145,733 and sold 70,584 shares valued at $4,385,849, indicating net selling.

While specific detailed information on the seasonality of demand for Greif, Inc.'s products and services is not extensively provided, general indications suggest that the company serves diverse industrial sectors such as chemicals, food and beverage, agriculture, pharmaceuticals, and oil and gas, which can experience varying demand patterns. Greif's strategy includes targeting GDP-plus growth end markets like agrochemicals, food, and beverage, which have shown growth across regions. Seeking Alpha provides tools to analyze GEF's seasonality based on historical monthly returns to identify patterns.

Greif, Inc. is a global leader in industrial packaging products and services, founded in 1877. The company's mission is to provide responsible packaging solutions, prioritize safety, and deliver financial returns, with a vision to offer world-class customer service. Greif's major products include rigid industrial packaging, such as steel, plastic, and fiber drums, as well as intermediate bulk containers (IBCs), jerrycans, and other small plastic containers. Greif also produces closure systems for industrial packaging, water bottles, and offers remanufactured and reconditioned industrial containers, as well as services like container life cycle management, blending, filling, logistics, and warehousing. The company's product portfolio is segmented into Customized Polymer Solutions, Durable Metal Solutions, Sustainable Fiber Solutions, and Integrated Solutions. Greif has been strategically repositioning its portfolio, notably divesting its lower-margin containerboard and timberland businesses in fiscal year 2025 to concentrate on its higher-margin, less cyclical core industrial packaging segments, particularly polymers.

Greif, Inc. has an extensive global footprint, with operations in over 35 countries and over 250 locations worldwide, including 210 production sites. The company serves a diverse international customer base with manufacturing facilities and sales operations strategically located across North America, Europe, Latin America, Asia, the Middle East, and Africa.

Greif, Inc. has maintained a positive brand reputation, evidenced by being named to "America's Most Responsible Companies 2026 List" for the seventh consecutive year in December 2025. Additionally, in October 2025, Greif was recognized as a "Top 100 Most Loved Workplace®" for the fifth consecutive year, highlighting the company's commitment to corporate responsibility and fostering a positive work environment.

Greif, Inc. has significant institutional ownership, with 581 institutional owners and shareholders holding a total of 31,677,963 shares. Institutional investors hold nearly half of the stock, and as of September 2025, the percentage of Greif owned by institutions increased to 50.4%. Major institutional owners include BlackRock, Inc., Vanguard Group Inc., Dimensional Fund Advisors Lp, Fuller & Thaler Asset Management, Inc., State Street Corp, Aqr Capital Management Llc, Thrivent Financial For Lutherans, Geode Capital Management, LLC, and Charles Schwab Investment Management Inc. Individual insider owners hold a meaningful stake, aligning their personal wealth with company performance, including Virginia D. Ragan, Michael H. Dempsey, Patricia M. Dempsey, Shannon J. Diener, and Judith D. Hook.