Amcor (NYSE:AMCR) Issues Quarterly Earnings Results, Hits Expectations

Key Points

• Q3 results: Amcor reported adjusted EPS of $0.96, matching consensus, while revenue of $5.91 billion beat estimates and rose about 77% year-over-year, with acquisition synergies (~$77M) and margin improvement noted.
• Raised guidance: Management lifted FY26 adjusted EPS guidance to $3.98–$4.03 and set free cash flow at $1.5–$1.6 billion, supporting the company’s dividend profile and valuation thesis.
• Market and analyst reaction: Shares jumped ~7.1% to $40.30, and analysts hold a consensus "Moderate Buy" (average target ~$50.89), though some notes flagged softer demand and geopolitical risks that could cap near-term upside.

Amcor (NYSE:AMCR - Get Free Report) announced its earnings results on Tuesday. The company reported $0.96 earnings per share (EPS) for the quarter, meeting analysts' consensus estimates of $0.96, FiscalAI reports. Amcor had a return on equity of 15.57% and a net margin of 3.04%.The company had revenue of $5.91 billion for the quarter, compared to analyst estimates of $5.71 billion. During the same quarter in the previous year, the company earned $0.90 earnings per share. The firm's quarterly revenue was up 77.4% compared to the same quarter last year.

Amcor Trading Up 7.1%

NYSE AMCR traded up $2.66 during trading hours on Wednesday, hitting $40.30. 4,454,482 shares of the company's stock were exchanged, compared to its average volume of 5,855,574. Amcor has a 12-month low of $36.67 and a 12-month high of $50.94. The business's 50 day moving average is $41.55 and its 200-day moving average is $42.51. The company has a debt-to-equity ratio of 1.26, a quick ratio of 0.77 and a current ratio of 1.30. The firm has a market capitalization of $18.62 billion, a P/E ratio of 26.30, a price-to-earnings-growth ratio of 1.03 and a beta of 0.63.

Wall Street Analyst Weigh In

AMCR has been the subject of a number of research reports. Robert W. Baird set a $54.00 price objective on Amcor in a research note on Wednesday, February 4th. Truist Financial dropped their price objective on shares of Amcor from $60.00 to $50.00 and set a "buy" rating for the company in a report on Wednesday, April 15th. Wells Fargo & Company lowered shares of Amcor from an "overweight" rating to an "equal weight" rating and reduced their target price for the stock from $48.00 to $43.00 in a report on Friday, March 20th. Deutsche Bank Aktiengesellschaft initiated coverage on shares of Amcor in a research note on Wednesday, April 1st. They issued a "buy" rating and a $50.00 price target for the company. Finally, Weiss Ratings lowered Amcor from a "hold (c)" rating to a "hold (c-)" rating in a report on Monday, April 27th. One research analyst has rated the stock with a Strong Buy rating, seven have issued a Buy rating and five have issued a Hold rating to the company's stock. According to MarketBeat.com, the company presently has a consensus rating of "Moderate Buy" and an average target price of $50.89.

Key Stories Impacting Amcor

Here are the key news stories impacting Amcor this week:

• Positive Sentiment: Q3 results showed strong top-line and margin progress — revenue $5.91B (up ~77% y/y) and adjusted EBITDA/margins improved; acquisition synergies of $77M were at the upper end of targets, signaling integration success. Amcor Reports Solid Third Quarter Results
• Positive Sentiment: Management raised/updated FY26 adjusted EPS guidance to $3.98–$4.03 (slightly above consensus) and set free cash flow of $1.5–1.6B — both items support valuation and the dividend profile. Fiscal 2026 Guidance
• Positive Sentiment: Portfolio optimization is progressing (six divestiture agreements announced) and Amcor sold two North American facilities to Closure Systems International — these actions narrow focus and may fund returns or reduce complexity. Facility Sale
• Positive Sentiment: Analyst sentiment is constructive (average “Moderate Buy”) and bullish write-ups argue the market may be undervaluing Amcor’s high-yield, dividend-aristocrat profile given cash flow improvements. Seeking Alpha Bullish Take Analyst Coverage
• Neutral Sentiment: EPS matched consensus at $0.96 (adjusted) — meets expectations but wasn’t a surprise; the revenue beat was the bigger driver. Earnings Match
• Neutral Sentiment: Smaller operational news: Amcor is involved in customer projects (e.g., Ocado refill) and made routine CDI/equity adjustments — incremental positives but unlikely to move the stock materially by themselves. Ocado Project CDI Adjustment
• Negative Sentiment: Some analysts/notes flagged softer demand trends and warned that parts of the outlook are tempered by lower demand and geopolitical risks (Middle East conflict impact cited), which could limit near-term upside. Zacks Note on Demand

Institutional Trading of Amcor

A number of institutional investors and hedge funds have recently made changes to their positions in AMCR. FineMark National Bank & Trust increased its position in Amcor by 0.6% during the 4th quarter. FineMark National Bank & Trust now owns 80,503 shares of the company's stock worth $671,000 after purchasing an additional 503 shares in the last quarter. L2 Asset Management LLC lifted its holdings in Amcor by 6.4% during the 4th quarter. L2 Asset Management LLC now owns 11,597 shares of the company's stock worth $97,000 after buying an additional 694 shares during the last quarter. Virtue Capital Management LLC grew its position in shares of Amcor by 2.1% during the 4th quarter. Virtue Capital Management LLC now owns 47,551 shares of the company's stock valued at $400,000 after buying an additional 976 shares during the last quarter. Quantum Portfolio Management LLC lifted its stake in Amcor by 1.5% in the fourth quarter. Quantum Portfolio Management LLC now owns 97,392 shares of the company's stock valued at $812,000 after buying an additional 1,479 shares during the last quarter. Finally, Lido Advisors LLC boosted its position in shares of Amcor by 3.8% during the fourth quarter. Lido Advisors LLC now owns 41,707 shares of the company's stock worth $342,000 after buying an additional 1,522 shares during the period. 45.14% of the stock is currently owned by institutional investors and hedge funds.

Amcor Company Profile

Amcor NYSE: AMCR is a global packaging company specializing in the design, development and production of flexible and rigid packaging solutions for food, beverage, pharmaceutical, medical, home and personal care, and other consumer and industrial products. The company's product portfolio encompasses flexible films, pouches, specialty cartons, rigid containers, metal closures and dispensing systems. Amcor's packaging solutions are engineered to preserve product quality, extend shelf life and meet the specific requirements of a wide range of end markets.

Founded in its current form in 2005 following a spin-off from a mining conglomerate, Amcor expanded its capabilities and geographic footprint through organic investments and strategic acquisitions.

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