Smurfit Westrock plc
At today's price, Smurfit Westrock plc (SW) is priced for +11.8% growth. boothcheck doesn't publish a fair value or a price target; it shows what the price assumes, so you can judge whether that bar is too high. Built from SEC EDGAR filings.
• Smurfit Westrock is the merger integration trade in packaging: the company states in its 10-K that ⟦"we targeted annual pre-tax run-rate synergies of $400 million by the end of 2025, which we achieved, owing to integration benefits, procurement leverage and administrative and overhead rationalization"⟧ (accession 0001628280-26-012555), and management says capture is running ahead of plan. • The risk is the balance sheet meeting the cycle: $15.1 billion of net debt sits at more than 10 times tr
Is SW overvalued? See what's priced in →
591 institutional managers reported holding SW in 13F filings for the quarter ended 2026-03-31. Together they hold about 90% of the company; the top 10 hold 51%. 86 opened new positions that quarter. Held by Vanguard Group, BlackRock, State Street, among others. On the short side, 28.3M shares were sold short as of the 2026-06-15 count, about 5% of shares outstanding (4.9 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 (3 and counting), raised 2 years straight; the current rate is $1.72 a share annually. Cash returned over the past three years: $2.18B in dividends and $57.00M in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
Open-market insider buys at SW over the trailing three years: 2025: 1 buy totaling $595k. 21 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.
SW's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2025-05-10 | +1.9% | +12.6% |
| 2025-08-08 | -8.0% | -7.3% |
| 2025-11-08 | -16.5% | +20.0% |
| 2026-02-28 | +1.2% | -16.1% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
SW's latest 8-K filings: 2026-05-01 (items 5.07); 2026-04-30 (items 2.02, 7.01, 9.01); 2026-02-27 (items 5.02); 2026-02-11 (items 2.02, 7.01, 9.01); 2025-11-24 (items 2.03, 8.01, 9.01).
Item codes are the SEC's own classification of what each report discloses. Nothing here is investment advice.
Last analyzed: July 11, 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.