ARDAGH METAL PACKAGING S.A.
In the published model solve dated 2026-Q2, anchored at $5.10, ARDAGH METAL PACKAGING S.A. (AMBP) is priced for +12.4% growth. boothcheck publishes no house fair value, target price, or buy/sell rating; individual model outputs and user-controlled scenarios are analytical inputs, not Boothcheck targets. The narrative was composed July 25, 2026 from SEC EDGAR filings.
• Ardagh makes beverage cans against a contracted book rather than into a spot market, and the 20-F puts it precisely: ⟦"Over 80% of our revenue for the year ended December 31, 2025 is backed by multi-year supply agreements ranging from two to seven years in duration"⟧, with North America the largest region at 49% of revenue, Europe at 41% and the rest of the world at 9%. • Financing is the constraint that decides everything else: the 20-F borrowings note shows total borrowings of $3,933 million
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212 institutional managers reported holding AMBP in 13F filings for the quarter ended 2026-03-31. Together they hold about 20% of the company; the top 10 hold 11%. 38 opened new positions that quarter. Held by Canyon Capital, BlackRock, Goldman Sachs, among others. On the short side, 9.2M shares were sold short as of the 2026-06-15 count, about 2% of shares outstanding (5.3 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
AMBP's share count grew 10.9% over the past five years. It pays a dividend, and has for 4 years running. Cash returned over the past three years: $1.05B in dividends.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
Model solve date: 2026-Q2
Narrative composed: July 25, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.