Sonoco Products Company (SON)

Sonoco's stock has experienced a decline of approximately 20.94% between November 25, 2024, and November 21, 2025. The company reported mixed earnings in Q2 and Q3 2025, with Q2 missing EPS expectations and Q3 showing increased net sales due to acquisitions but a downward adjustment in full-year EPS guidance. Sonoco acquired Eviosys and sold its ThermoSafe business unit. There have been insider purchases, including Director John R. Haley and CFO Paul Joachimczyk. Analyst ratings are mixed, with a consensus "Buy" rating but target price cuts and rating downgrades from some firms. Sonoco announced a quarterly dividend of $0.53 per share. The CEO of Sonoco Metal Packaging EMEA passed away, potentially increasing the risk of achieving synergy goals for the Eviosys integration.

Demand for Sonoco's products is influenced by agricultural cycles, with approximately 40% of sales tied to the vegetable harvest. This seasonality leads to increased working capital fluctuations, with builds in the first half of the year and releases in the second half, particularly in European operations. A substantially delayed vegetable harvest season can lead to weaker performance in Q4.

Sonoco Products Co. is an American packaging company specializing in sustainable packaging products within the Packaging industry. Its products include consumer packaging like rigid containers and flexible packaging, industrial paper packaging such as paperboard tubes and protective packaging, and other products like industrial films and rigid paperboard containers. The company is the world's largest producer of composite cans, tubes, and cores.

Sonoco has a significant global presence, serving customers across North America, Europe, South America, and the Asia-Pacific region. It operates in over 335 facilities across 33 countries, serving over 85 nations, with approximately 22,500 employees across 40 countries. The company has reorganized its Metal Packaging and Rigid Paper Containers businesses into Consumer Packaging EMEA/APAC and the Americas.

Sonoco's brand reputation has been marked by positive recognition and challenges. The company was recognized as one of America's Most Trustworthy and Responsible Companies by Newsweek in 2025. However, the death of the CEO of Sonoco Metal Packaging EMEA could impact the integration process and the company's ability to achieve synergy goals.

Sonoco Products Co. is predominantly owned by institutional investors, holding approximately 78.95% of the company's shares. Major institutional owners include BlackRock, Inc., Vanguard Group Inc., and State Street Corp. Individual investors hold about 16% ownership, while insiders own approximately 4.45%. Fitz L. H. Coker is the largest individual shareholder, owning 0.87% of the company.