AMCOR PLC
In the published model solve dated 2026-Q2, anchored at $46.67, AMCOR PLC (AMCR) is priced for -1.7% 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.
• Amcor now sells roughly $22 billion a year of packaging across three lines: films and other flexible products at about 66% of revenue, containers, preforms and closures at about 28%, and specialty flexible folding cartons at about 7%. • Debt is the defining feature of the post-merger company: net debt of about $13.6 billion sits near 8.7 times trailing operating income, and operating income covers the interest bill only about 2.6 times. • The integration is the number that matters next: the fi
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664 institutional managers reported holding AMCR in 13F filings for the quarter ended 2026-03-31. Together they hold about 74% of the company; the top 10 hold 42%. 158 opened new positions that quarter. Held by BlackRock, State Street, Vanguard Group, among others. On the short side, 27.0M shares were sold short as of the 2026-06-15 count, about 6% of shares outstanding (8 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.
It pays a dividend, and has paid one every year in our records (8 and counting), raised 5 years straight; the current rate is $0.51 a share annually. Cash returned over the past three years: $2.46B in dividends and $96.00M in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
Open-market insider buys at AMCR over the trailing three years: 2024: 3 buys totaling $14k; 2025: 17 buys totaling $5.49M. 25 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
AMCR's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-05-04 | -9.5% | -3.7% |
| 2023-08-18 | +0.9% | -11.1% |
| 2023-11-02 | -1.7% | +9.4% |
| 2024-02-08 | +1.7% | -1.0% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
AMCR's latest 8-K filings: 2026-08-14 (items 4.01, 9.01); 2026-08-12 (items 2.02, 9.01); 2026-06-15 (items 5.02, 9.01); 2026-05-06 (items 5.03); 2026-05-06 (items 2.02, 9.01).
Item codes are the SEC's own classification of what each report discloses. Dates link to the filing on EDGAR. 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.