GAMMA Investing LLC Has $1.06 Million Stock Position in Amcor PLC $AMCR

GAMMA Investing LLC lifted its stake in shares of Amcor PLC (NYSE:AMCR) by 213.1% in the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 126,702 shares of the company’s stock after buying an additional 86,231 shares during the period. GAMMA Investing LLC’s holdings in Amcor were worth $1,057,000 as of its most recent SEC filing.

Other large investors also recently modified their holdings of the company. Alternative Investment Advisors LLC. acquired a new stake in shares of Amcor during the 3rd quarter valued at $87,000. New Mexico Educational Retirement Board grew its position in Amcor by 53.3% during the 3rd quarter. New Mexico Educational Retirement Board now owns 103,550 shares of the company’s stock worth $847,000 after acquiring an additional 36,000 shares during the last quarter. Allworth Financial LP increased its holdings in Amcor by 10.8% in the 3rd quarter. Allworth Financial LP now owns 35,464 shares of the company’s stock worth $290,000 after purchasing an additional 3,446 shares in the last quarter. Groupama Asset Managment acquired a new position in Amcor in the 3rd quarter worth about $205,000. Finally, CIBC Bancorp USA Inc. bought a new position in Amcor in the third quarter valued at about $11,542,000. 45.14% of the stock is currently owned by institutional investors.

Amcor Stock Down 1.1%

Shares of AMCR opened at $38.25 on Friday. The stock’s 50-day moving average price is $45.17 and its two-hundred day moving average price is $42.68. Amcor PLC has a 12 month low of $38.02 and a 12 month high of $50.94. The company has a market capitalization of $17.67 billion, a PE ratio of 25.00, a PEG ratio of 0.89 and a beta of 0.65. The company has a current ratio of 1.30, a quick ratio of 0.77 and a debt-to-equity ratio of 1.26.

Amcor (NYSE:AMCR) last issued its quarterly earnings results on Tuesday, February 3rd. The company reported $0.86 earnings per share for the quarter, beating the consensus estimate of $0.83 by $0.03. Amcor had a return on equity of 15.57% and a net margin of 3.04%.The company had revenue of $3.24 billion during the quarter, compared to analysts’ expectations of $5.53 billion. During the same quarter in the prior year, the firm posted $0.80 earnings per share. The business’s quarterly revenue was up 68.1% on a year-over-year basis. Amcor has set its FY 2026 guidance at 4.000-4.150 EPS. On average, analysts anticipate that Amcor PLC will post 0.74 EPS for the current year.

Amcor Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Tuesday, March 17th. Shareholders of record on Wednesday, February 25th were given a dividend of $0.65 per share. This represents a $2.60 dividend on an annualized basis and a yield of 6.8%. The ex-dividend date of this dividend was Wednesday, February 25th. Amcor’s dividend payout ratio is currently 169.93%.

Amcor News Roundup

Here are the key news stories impacting Amcor this week:

• Positive Sentiment: Amcor’s Winterbourne site achieved ISO 13485 certification, strengthening its capabilities and positioning in healthcare packaging — a potential long-term revenue and margin positive in medical segments. Amcor’s Winterbourne site achieves ISO 13485 certification
• Positive Sentiment: Amcor’s Earth Sense® Pro won a sustainability award from the Flexible Packaging Association — boosts ESG credentials and supports demand from sustainability-focused customers. Amcor’s Earth Sense® Pro wins FPA award
• Neutral Sentiment: Industry/ETF flow dynamics: coverage noting Amcor is drawing interest as S&P 500 fund trends evolve — could alter passive/active flows but impact is uncertain until reweighting occurs. Amcor Draws Interest As S&P 500 Fund Trends Evolve
• Neutral Sentiment: Valuation/DCF debate: a recent note reviews conflicting discounted cash‑flow signals after share weakness — highlights investor disagreement on fair value and sensitivity to assumptions. That keeps sentiment mixed. A Look At Amcor Valuation After Recent Share Price Weakness And Conflicting DCF Signals
• Neutral Sentiment: Market commentary notes Amcor has recently outperformed some indices, and analysts remain moderately optimistic — but this hasn’t prevented near-term downside pressure from fresh analyst actions. Is Amcor Stock Outperforming the Nasdaq?
• Negative Sentiment: Wells Fargo downgraded Amcor from Overweight to Equal Weight and cut its price target to $43 from $48 — a clear near-term headwind that likely pressured the stock as analysts reprice upside. Wells Fargo downgrades Amcor (AMCR)
• Negative Sentiment: Short-term market action: headlines and market data report the stock fell and underperformed the market on recent sessions, with above-average volume — signals investors are taking profits or reducing exposure after recent gains. Amcor PLC stock falls Thursday, underperforms market

Wall Street Analyst Weigh In

A number of analysts have recently commented on the company. Robert W. Baird set a $54.00 price target on Amcor in a research note on Wednesday, February 4th. Citigroup reiterated a “buy” rating on shares of Amcor in a report on Thursday, February 12th. Truist Financial lifted their target price on shares of Amcor from $55.00 to $60.00 and gave the stock a “buy” rating in a research report on Tuesday, January 6th. Weiss Ratings reissued a “hold (c-)” rating on shares of Amcor in a report on Wednesday, January 21st. Finally, Wells Fargo & Company cut shares of Amcor from an “overweight” rating to an “equal weight” rating and decreased their price target for the company from $48.00 to $43.00 in a research report on Friday. One analyst has rated the stock with a Strong Buy rating, six have assigned a Buy rating and six have given a Hold rating to the stock. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus target price of $52.25.

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.