Sonoco Products Company (SON)

Over the past six months, Sonoco's stock has experienced several notable events and fluctuations. As of February 6, 2026, the stock price was $51.32, gaining 12.27% in the four weeks prior. Over the last 12 months, its price rose by 9.35%, with a 52-week range between $38.65 and $51.83. Key events include Bank of America upgrading Sonoco to a "Buy" rating in January 2026, the retirement announcement of Rodger Fuller as COO, Arsenal Capital Management LP completing the acquisition of Sonoco's ThermoSafe business unit in November 2025, and the CFO purchasing US$810k worth of company stock. Sonoco lowered its full-year adjusted diluted EPS guidance in October 2025 despite reporting record results for Q3 2025. Second-quarter 2025 earnings showed EPS exceeding analyst expectations, though revenues missed. As of April 18, 2025, the stock was down 11.12% year-to-date and 22.17% over the preceding 12 months.

Demand for Sonoco Products Co.'s products and services exhibits some seasonality, with approximately 40% of sales tied to the vegetable harvest. To mitigate this, Sonoco is diversifying its product portfolio beyond seasonal vegetables, with investments in pet food and seafood opportunities planned. While consumer demand experienced a "slowed" period as of August 2025, core customers in Q3 2024 indicated that increased promotional activities were expected to boost demand.

Sonoco Products Co. is a global manufacturer of industrial and consumer packaging products and services, primarily operating in the packaging sector. They are the world's largest producer of composite cans, tubes, and cores. The company operates through two global segments: Consumer Packaging and Industrial Paper Packaging, following the divestiture of its ThermoSafe business unit. The Consumer Packaging segment focuses on metal food cans and consumer staples.

Sonoco Products Co. has a substantial global presence, operating in 33 countries and serving over 85 nations. The company has operations in regions including Canada, the United Kingdom, Isle of Man, Germany, China, Mexico, Greece, the Netherlands, India, Europe, Asia, Australia/New Zealand, and the United States.

Sonoco Products Co. has maintained a strong brand reputation, particularly in industry admiration and sustainability. The company was ranked first in the packaging sector on Fortune's World's Most Admired Companies. Barron's included Sonoco on its "100 Most Sustainable Companies" list for the fourth consecutive year, and Ecovadis awarded Sonoco with a Gold rating for the second year in a row.

Sonoco Products Co. has a diverse ownership structure including institutional investors, individual shareholders, and company insiders. Institutional investors hold a significant portion of the company's stock, ranging from approximately 51.55% to 66.85%. Major institutional owners include State Street Corp., SEI Investments Co., Merrill Lynch International, EARNEST Partners LLC, AQR Capital Management LLC, Nordea Investment Management AB (Denmark), The Vanguard Group, Inc., and Charles Schwab Investment Management, Inc. Individual investors own approximately 1.14% of the stock, while insiders hold about 1.15%.