Greif Inc Class A (GEF)

Greif's stock has been impacted by several events in the past six months. The stock was down 14.6% since January 2025 due to profitability setbacks. Molpus Woodlands Group, LLC agreed to acquire Greif's Soterra Land Management Business for approximately $460 million. Greif reported its fiscal Third Quarter 2025 results, posting a 12% EPS gain and beating estimates, though revenues decreased 3% year-over-year. Greif completed the sale of its Containerboard Business and Timberlands Business. Greif announced it would report its 2025 fourth-quarter financial results after the market closes on November 5, 2025. Dennis Hoffman was appointed as General Counsel. Wells Fargo maintained an "Overweight" recommendation on GEF, and insider selling activity was noted.

Demand for Greif, Inc.'s products and services exhibits some seasonality and is influenced by broader industrial trends. Demand for certain industrial packaging products can be linked to agro and food seasons. In the Paper Packaging and Services segment, demand has been soft across most key end markets. The company has experienced a multi-year period of industrial contraction, but anticipates continued industrial contraction into the 2025 fiscal year but expects stable prices for key raw materials and increased demand for containerboard products in the U.S. and industrial packaging in EMEA.

Greif, Inc. is a global leader in industrial packaging products and services, operating in the industrial packaging sector, including metal, glass, and plastic containers. The company's mission is to deliver responsible packaging solutions that support its customers' objectives, emphasizing sustainability, quality, and operational excellence. Greif's product portfolio includes rigid industrial packaging, paper packaging, flexible products, services such as container life cycle management, and land management.

Greif, Inc. has an extensive global footprint, with manufacturing facilities and sales operations in more than 40 countries across North America, Europe, Latin America, and Asia.

Greif, Inc. has maintained a positive brand reputation over the past year. Greif was named a "Top 100 Most Loved Workplace®" for the fifth consecutive year. The company continued its partnership with the American Cancer Society (ACS) to support cancer research and patient care. Greif participated in efforts to rebuild homes in Porto Alegre, Brazil. Greif is committed to sustainability, aiming to provide responsible packaging solutions and reduce its environmental impact.

Institutional investors hold a significant portion of Greif, Inc. stock, with approximately 45.74% to 52.83% of shares held by institutions. Insiders hold about 7.60% to 47.17% of the stock. Major institutional owners include Blackrock Inc., Vanguard Group Inc., and Dimensional Fund Advisors LP. Prominent individual shareholders include Virginia D. Ragan, Michael H. Dempsey, and Patricia M. Dempsey.