Advisors Preferred LLC Buys Shares of 91,522 Smurfit Westrock PLC $SW

Key Points

• Advisors Preferred LLC bought a new stake of 91,522 shares in Smurfit Westrock (NYSE:SW) in Q4, valued at about $3.62 million, while institutional investors now own roughly 83.38% of the company.
• Smurfit Westrock reported a Q1 EPS miss ($0.33 vs. $0.36) but delivered $7.71 billion in revenue and an adjusted EBITDA of $1.076 billion (14.0% margin), suggesting top-line and cash‑flow resilience despite margin pressure.
• The company declared a quarterly dividend of $0.4523 (annualized yield ~4.6%) but carries a high payout ratio (~251%), and analysts hold a consensus Moderate Buy rating with an average price target of $53.64.

Advisors Preferred LLC bought a new stake in shares of Smurfit Westrock PLC (NYSE:SW - Free Report) in the 4th quarter, according to its most recent 13F filing with the SEC. The firm bought 91,522 shares of the company's stock, valued at approximately $3,624,000.

Several other institutional investors and hedge funds also recently modified their holdings of the business. AQR Capital Management LLC grew its holdings in Smurfit Westrock by 90.5% during the 1st quarter. AQR Capital Management LLC now owns 13,425 shares of the company's stock valued at $593,000 after buying an additional 6,378 shares during the last quarter. Integrated Wealth Concepts LLC increased its position in Smurfit Westrock by 6.7% during the first quarter. Integrated Wealth Concepts LLC now owns 5,501 shares of the company's stock worth $248,000 after buying an additional 346 shares in the last quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. increased its position in Smurfit Westrock by 5.9% during the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 48,559 shares of the company's stock worth $2,188,000 after buying an additional 2,698 shares in the last quarter. NewEdge Advisors LLC increased its position in Smurfit Westrock by 192.3% during the first quarter. NewEdge Advisors LLC now owns 13,264 shares of the company's stock worth $598,000 after buying an additional 8,726 shares in the last quarter. Finally, Woodline Partners LP increased its position in Smurfit Westrock by 40.8% during the first quarter. Woodline Partners LP now owns 41,772 shares of the company's stock worth $1,882,000 after buying an additional 12,096 shares in the last quarter. Hedge funds and other institutional investors own 83.38% of the company's stock.

Smurfit Westrock Stock Up 0.1%

SW opened at $39.47 on Monday. The firm has a 50 day moving average price of $41.54 and a 200 day moving average price of $40.54. The company has a market cap of $20.69 billion, a PE ratio of 54.81 and a beta of 0.95. Smurfit Westrock PLC has a 1 year low of $32.73 and a 1 year high of $52.65. The company has a debt-to-equity ratio of 0.73, a quick ratio of 0.95 and a current ratio of 1.44.

Smurfit Westrock (NYSE:SW - Get Free Report) last posted its earnings results on Thursday, April 30th. The company reported $0.33 earnings per share (EPS) for the quarter, missing analysts' consensus estimates of $0.36 by ($0.03). The business had revenue of $7.71 billion for the quarter, compared to analyst estimates of $7.57 billion. Smurfit Westrock had a return on equity of 4.96% and a net margin of 1.22%.The firm's revenue for the quarter was up .7% compared to the same quarter last year. During the same period last year, the company posted $0.74 EPS. Sell-side analysts expect that Smurfit Westrock PLC will post 2.31 earnings per share for the current year.

Smurfit Westrock Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Wednesday, June 10th. Investors of record on Friday, May 15th will be given a dividend of $0.4523 per share. This represents a $1.81 dividend on an annualized basis and a yield of 4.6%. The ex-dividend date of this dividend is Friday, May 15th. Smurfit Westrock's dividend payout ratio is 251.39%.

Insider Buying and Selling

In related news, CEO Anthony P. J. Smurfit sold 40,000 shares of the stock in a transaction that occurred on Thursday, February 19th. The shares were sold at an average price of $51.54, for a total transaction of $2,061,600.00. Following the completion of the sale, the chief executive officer owned 1,642,610 shares of the company's stock, valued at approximately $84,660,119.40. This represents a 2.38% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CFO Ken Bowles sold 10,000 shares of the stock in a transaction that occurred on Thursday, February 19th. The stock was sold at an average price of $51.26, for a total transaction of $512,600.00. Following the sale, the chief financial officer directly owned 151,644 shares of the company's stock, valued at approximately $7,773,271.44. This trade represents a 6.19% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. 0.46% of the stock is currently owned by corporate insiders.

Key Headlines Impacting Smurfit Westrock

Here are the key news stories impacting Smurfit Westrock this week:

• Positive Sentiment: Company declared a quarterly dividend of $0.4523 per share (annualized yield ~4.6%), with record/ex-dividend dates set for mid-May and payment in June — supports income-oriented investors. Smurfit Westrock Reports First Quarter 2026 Results
• Positive Sentiment: Top-line and cash-flow positives: Q1 net sales ~$7.71B and Adjusted EBITDA of $1.076B (14.0% margin), with operating cash flow generation noted — these data points temper concerns from the EPS miss. Smurfit Westrock Reports First Quarter 2026 Results
• Neutral Sentiment: JPMorgan trimmed its price target to $62 from $64 but kept an “Overweight” rating — still implies meaningful upside from current levels, signaling continued analyst conviction despite some near-term uncertainty. Benzinga
• Neutral Sentiment: RBC cut its price target to $53 from $54 but maintained an “Outperform” rating, also showing that brokers expect recovery/upside even after small PT reductions. Benzinga
• Neutral Sentiment: Company posted its earnings presentation and call transcript — useful for digging into segment trends and management commentary on volumes and pricing. Earnings Presentation Earnings Call Transcript
• Negative Sentiment: Q1 EPS missed consensus: reported $0.33 vs. $0.36 expected and down sharply year-over-year; net income was weak and margins are compressed — a clear near-term negative that likely pressured sentiment. Zacks Q1 Coverage
• Negative Sentiment: Analysts and coverage note operational headwinds (weather effects, weaker North America volumes) that dragged profit conversion despite revenue being roughly in line/above estimates — risk to near-term margins and EPS recovery. Zacks: Falls Short

Wall Street Analysts Forecast Growth

SW has been the subject of several recent research reports. Royal Bank Of Canada dropped their price target on Smurfit Westrock from $54.00 to $53.00 and set an "outperform" rating for the company in a research report on Friday. UBS Group reduced their target price on shares of Smurfit Westrock from $60.00 to $56.00 and set a "buy" rating on the stock in a report on Monday, April 13th. Truist Financial set a $50.00 price target on shares of Smurfit Westrock in a research note on Friday. Morgan Stanley cut their price objective on shares of Smurfit Westrock from $61.00 to $60.00 and set an "overweight" rating for the company in a research report on Friday, March 6th. Finally, JPMorgan Chase & Co. cut their price objective on shares of Smurfit Westrock from $64.00 to $62.00 and set an "overweight" rating for the company in a research report on Friday. Eleven investment analysts have rated the stock with a Buy rating, one has assigned a Hold rating and one has issued a Sell rating to the company's stock. According to MarketBeat, the company currently has a consensus rating of "Moderate Buy" and an average price target of $53.64.

Smurfit Westrock Profile

Smurfit Westrock Plc, together with its subsidiaries, manufactures, distributes, and sells containerboard, corrugated containers, and other paper-based packaging products in Ireland and internationally. The company produces containerboard that it converts into corrugated containers or sells to third parties, as well as produces other types of paper, such as consumer packaging board, sack paper, graphic paper, solid board and graphic board, and other paper-based packaging products, such as consumer packaging, solid board packaging, paper sacks, and other packaging products, including bag-in-box.

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