Amcor plc (AMCR) Stock Price, News, Analysis

Technical Score (1D)

SELL

News Sentiment

BULLISH

Amcor’s latest announcement of a low‑carbon packaging partnership with Dow marks a significant shift toward sustainability, as the two firms will combine Amcor’s design and manufacturing expertise with Dow’s polyethylene portfolio and carbon‑footprint analytics to create packaging that meets performance standards while cutting Scope 3 emissions. This collaboration is expected to accelerate market uptake by providing clearer demand signals and reducing adoption risk, positioning Amcor as a leader in the growing ESG‑driven packaging segment. The partnership could broaden Amcor’s customer base and reinforce its ESG credentials, potentially influencing investor sentiment over the next 1–10 trading days. In parallel, Amcor’s 2026 outlook outlines a $650 million total cost‑saving target from synergy realization following its $10 billion acquisition. The company plans to consolidate operations, streamline supply chains, and leverage scale across its flexible film, rigid container, and specialty closure businesses to improve operating margins. While the savings are substantial, analysts view them as incremental upside rather than a transformative pivot, and the pace at which these efficiencies materialize will be a key factor for investors. The dual focus on sustainability and cost efficiency suggests Amcor is positioning itself for both short‑term margin improvement and long‑term competitive advantage. Watch for early reports of synergy milestones and any updates on the rollout of the low‑carbon packaging line, as these will provide clearer signals of how the partnership and integration plans translate into operational performance.

AMCR|Analyst Targets

LOW TARGET

$42 +0.2%

2 analysts

MEAN TARGET

$50 +19.8%

11 analysts

HIGH TARGET

$60 +43.2%

9 analysts

PRICE RANGE

$42.00 - $60.00

SB / B / H / S / SS

5/8/7/1/1

DAILYIQ EST.

$51.51 (+22.9%)

AMCR|Company Info

Sector

Consumer Cyclical

Industry

Packaging & Containers

Exchange

NYQ

Country

Switzerland

Website

amcor.com

Symbol

AMCR

Description

Amcor plc is a global packaging leader, providing a comprehensive portfolio of packaging solutions across diverse industries. The company operates through two primary segments: Flexible Packaging, which offers products like films and pouches for food, beverage, and healthcare applications, and Rigid Packaging, which focuses on containers, closures, and dispensing systems. Amcor's value proposition centers on delivering innovative and sustainable packaging options, catering to a wide range of customer needs in regions spanning Europe, North America, Latin America, and the Asia Pacific. With a direct sales force, the company effectively distributes its products to a broad customer base, solidifying its position as a key player in the global packaging market, a position it has held since its incorporation in 1926.

AMCR|Insider Trading

Bought (1Y)

0 shares

Sold (1Y)

16,119 shares

$341K

Konieczny PeterChief Executive Officer

Award/Grant25,289 shares2026-09-15

Konieczny PeterChief Executive Officer

Award/Grant147,295 shares2026-09-15

Konieczny PeterChief Executive Officer

Tax Withholding843 shares2026-09-15

Konieczny PeterChief Executive Officer

Option Exercise15,899.4 shares2026-09-15

Scherger Stephen R.Executive VP, Finance & CFO

Award/Grant7,277 shares2026-09-15

AMCR|Fundamentals

Bullish

Verdict: Bullish

✓Revenue growing year over year

✓Positive net margin

✓Positive operating cash flow

Gross Margin

20.0%

Net Margin

4.7%

Revenue CAGR

11.1%

Current Ratio

1.25x

Debt / Equity

1.19x

Return on Equity

9.4%

AMCR|Earnings Snapshot

Earnings Summary

Amcor plc is a global packaging leader offering flexible and rigid packaging solutions across food, beverage, healthcare, and other sectors, positioning it within the consumer cyclical packaging & containers industry. In the most recent quarters, Amcor reported revenue of $3.241B in Q4 2024 and $3.333B in Q1 2025, followed by a sharp jump to $5.082B in Q2 2025 and $5.745B in Q3 2025, reflecting a strong revenue acceleration that outpaced prior periods. EPS, however, showed a mixed pattern: a modest beat in Q4 2024 (0.161 vs 0.1576 estimate) and a slight miss in Q1 2025 (0.18 vs 0.18237 estimate), followed by a decline to 0.20 in Q2 2025 against an estimate of 0.21555, and a rebound to 0.193 in Q3 2025 versus 0.18398 estimate. The company has thus delivered earnings beats in 2 of the last 4 quarters, with revenue growth consistently outpacing EPS growth. Historically, Amcor has maintained a YoY revenue growth trajectory that has been robust, with notable revenue increases each quarter, while EPS has fluctuated around analyst expectations, indicating a pattern of revenue expansion coupled with margin pressure. Recent news highlights the 64% surge in adjusted net income for the year to June, largely driven by the integration of Berry, which has bolstered profitability metrics and supports the company’s earnings outlook. The company’s new supply agreement with Tiptree to deliver 30% certified post‑consumer recycled plastic films aligns with regulatory shifts and could translate into measurable volume increases. Investors should watch for the next earnings release to assess whether the Berry integration gains translate into sustained cash‑flow growth, how the new PCR film supply impacts volume and margin, and any further adjustments to JPMorgan’s rating that could signal a shift in the perceived risk‑reward profile.

Read full report

EPS

EstBeatMiss

Qtr	Est	Actual	+/−
Q2'26	$0.17	-	-
Q4'26	$1.04	$1.23	+18.7%
Q3'26	$1.17	$0.96	-17.6%
Q3'25	$0.18	$0.19	+4.9%
Q2'25	$0.22	$0.20	-7.2%
Q1'25	$0.18	$0.18	-1.3%

Revenue

EstBeatMiss

Qtr	Est	Actual	+/−
Q2'26	$5.7B	-	-
Q4'26	$6.2B	$6.4B	+3.7%
Q3'26	$6.0B	$5.9B	-1.2%
Q3'25	-	$5.7B	-
Q2'25	-	$5.1B	-
Q1'25	-	$3.3B	-

Full Earnings BreakdownEstimates, actuals, guidance, and historical context

→

AMCR|Monthly Returns

Market Data

AMCR Stock Snapshot

HOLD36/100

$42.73+$0.82 (2.0%)

Market cap: 19.40B
P/E ratio: 17.5
Day range: $41.81 – $42.73
News sentiment: 67/100 · Bullish
Analyst target: $50.18 (+17.4%)
Consensus: Buy · 22 analysts

52-week range+17.9% off low · -16.1% from high

$36.25$50.94

Price $42.73 DailyIQ Est. $51.51

The setup on Amcor plc is patient: consolidation, not accumulation or distribution. In Consumer Cyclical, names this size usually take direction from sector flows before company-level news.

Reverse DCF

What growth is priced into AMCR?

CHEAP

At today's price, Amcor plc needs to grow free cash flow about 4.9% a year for the next 10 years to justify its valuation at a 6.79% cost of capital. Over its actual history it has compounded free cash flow at 8.3% a year, so the market is asking for 3.3 percentage points below its own delivered rate. On that basis AMCR looks priced below what its own growth record supports.

Implied FCF growth: 4.9%
Historical FCF CAGR: 8.3%
Growth gap: -3.3 pts
Verdict: CHEAP
Discount rate (WACC): 6.79%
Beta: 0.75

Behaviour On Record

What AMCR's own history says about today's numbers

Realized volatility (21d): 23.5% 43rd pct
Below its peak: -37.9%
vs 200-day average: -2.2%
Up days (1y): 46%

Amcor plc is currently running 23.5% annualised volatility over the last 21 sessions. Measured against AMCR's own 7 years of daily returns rather than a market-wide average, that is the 43rd percentile — close to its own typical level, against a typical reading of 24.6%. The distinction matters because a number that looks calm for one stock is turbulent for another, and the absolute figure on its own tells you neither.

AMCR is trading -37.9% below its running peak. Across 6 full years on file, its median worst-drawdown-in-a-year was -22.9%, and the deepest was -46.3% in 2020. The current drawdown is already deeper than this stock's typical annual low point, which puts it in the part of its range where past recoveries began — and where past declines also continued.

Price sits -2.2% from its 200-day moving average. Against every other day in its history, that gap ranks at the 44th percentile — close to the gap it normally carries. Over the past year AMCR closed higher on 46% of sessions, and it is currently 1 session into a falling streak.

On September specifically: over 8 years of records, AMCR finished the month higher 2 of 8 times, with a median return of -4.3% and an average of -4.4%. Its strongest month historically has been November at +4.5% on average, its weakest September at -4.4%. Seasonality is a weak signal on its own — a decade is a small sample and regimes change — but it is a real distribution rather than a rule of thumb.

Overnight risk is measurable too: AMCR has opened more than 2% away from the prior close in 106 of 1,828 sessions (5.8% of the time), with the largest gaps running +9.1% and -8.1%. For anyone holding through an event, that rate is a better guide to overnight exposure than the intraday range.

Across the last 3 dated reports on file, AMCR moved an average of 1.5% in the session after earnings, closing higher 1 of those 3 times, with a median move of -0.2% and a largest of +3.4%.

All figures computed from 1,829 daily closes between 2019-06-11 and 2026-09-18, split-adjusted, recomputed daily. Percentiles are against AMCR's own 7-year history, not a peer group or index.

Sector Rotation

Is money rotating into or out of AMCR's sector?

Amcor plc sits in the Consumer Discretionary sector, currently ranked 10th of 11 GICS sectors by relative-strength rotation score (improving).

Sector rank: #10 of 11
Sector state: Improving
Sector rotation score: 10

Options Market

What is the options market pricing for AMCR?

CallsPuts

For Amcor plc's nearest expiry (2026-10-16, 27 days out), open interest is roughly balanced between puts and calls (put/call ratio of 0.88), with at-the-money implied volatility around 31.3%. The options market is pricing roughly a ±8.1% move by that expiry — a range of about $39.06–$45.91.

Put/call ratio (2026-10-16): 0.88
ATM implied volatility: 31.3%
Total open interest: 7,006
Expected move by 2026-10-16: ±8.1% ($39.06–$45.91)

Analyst Rating Changes

Are analysts turning bullish or bearish on AMCR?

JP Morgan most recently downgraded Amcor plc to Neutral on Aug 17, 2026 with a price target of $47 (from $44). Over the last 90 days, coverage has run 0 upgrades against 2 downgrades, a net bearish lean.

Latest action: JP Morgan — Neutral
90-day upgrades: 0
90-day downgrades: 2
Net rating momentum: -2

Date	Firm	Action	Rating	Price target
Aug 17, 2026	JP Morgan	Downgrade	Overweight → Neutral	$44 → $47
Aug 14, 2026	Citigroup	Maintained	Buy	$47 → $52
Aug 14, 2026	Wells Fargo	Maintained	Equal-Weight	$43 → $44
Aug 11, 2026	UBS	Initiated	Buy	$56
Jul 22, 2026	Jefferies	Downgrade	Buy → Hold	-
Jul 17, 2026	BMO Capital	Initiated	Outperform → Market Perform	$47
Jul 15, 2026	Wells Fargo	Maintained	Equal-Weight	$41 → $43
Jul 14, 2026	B of A Securities	Maintained	Buy	$48 → $51
May 20, 2026	Wells Fargo	Maintained	Equal-Weight	$43 → $41
May 8, 2026	Citigroup	Maintained	Buy	$54 → $47
May 7, 2026	JP Morgan	Maintained	Overweight	$50 → $44
May 7, 2026	Truist Securities	Reiterated	Buy	$50 → $51

AMCR Competitive Positioning

Amcor plc (AMCR) is tracked alongside these names in Packaging & Containers on DailyIQ — ranked by market cap, with today's move alongside.

AMCRyou're hereAmcor plc$19.4B+1.96%
SWSmurfit Westrock Plc$23.9B-0.02%
PKGPackaging Corporation of America$21.0B+0.74%
IPInternational Paper Company$18.8B+0.64%
BALLBall Corporation$16.2B+0.02%
AVYAvery Dennison Corporation$13.1B+0.33%

Held by These ETFs

AMCR is a top holding in these ETFs tracked on DailyIQ — bar length shows portfolio weight.

News Sentiment Analysis

Sentiment gathered from recent headlines

67/100

Strong NegativeNeutralStrong Positive

MODERATELY BULLISH

Recent News Coverage

Most recent articles, ranked by recency (click to expand).

10+ articles

What did this article say?

Amcor (AMCR) has teamed with Dow to accelerate low‑carbon packaging solutions, combining Amcor’s development and manufacturing strengths with Dow’s polyethylene expertise and carbon‑footprint analytics. The partnership aims to create market‑ready packaging formats that meet performance and sustainability goals, targeting Scope 3 emissions reductions for brands and retailers. By sharing data and testing new commercial models, the alliance seeks to lower adoption risk and generate clearer demand signals for greener packaging.

What did this article say?

Amcor (AMCR) is positioned as undervalued following a recent pullback, offering a 10.5x forward P/E and a 6.1% dividend yield. The company’s strategic Berry synergies and ongoing deleveraging are expected to support earnings growth. Investors see the current price as a buying opportunity, with analysts highlighting the potential upside from the company’s solid fundamentals.

What did this article say?

Amcor has outlined a 2026 outlook that hinges on realizing $650 million in total cost savings through synergies following its $10 billion acquisition. The company projects that these efficiencies will strengthen its margin profile and support future growth initiatives. While the savings are significant, they represent incremental upside rather than a transformative shift in the business model. Investors should monitor how quickly the synergies materialize and the impact on operating margins.

What did this article say?

During a Jefferies Global Industrials Conference call, Amcor’s CFO Stephen Scherger outlined the status of the Berry merger, noting the company is a little over a year into the integration. He confirmed that the target of $650 million in synergies is being pursued and highlighted early progress on cost‑saving initiatives. The discussion emphasized that integration is on track with projected run‑rate benefits, but no new guidance or material upside was disclosed. The call provided reassurance that the merger is proceeding as planned, but it did not alter expectations for earnings or cash flow.

What did this article say?

Amcor has entered a supply agreement with Tiptree, a Wilkin & Sons unit, to provide shrink and stretch films containing 30% certified post‑consumer recycled (PCR) plastic. The deal aligns with the upcoming UK Plastic Packaging Tax, which will only count PCR toward the 30% recycled content threshold. Production will occur at Amcor’s UK sites in Leominster and Bromborough, and the films carry RecyClass certification. The contract is a routine extension of Amcor’s product line and is unlikely to materially affect earnings or guidance.

What did this article say?

Amcor PLC (AMCR) has satisfied Mark Minervini’s Trend Template, indicating a robust high‑growth trajectory. The company’s earnings per share and revenue are on an upward path, and consensus estimates remain positive. This technical confirmation suggests a bullish outlook for the stock, though it does not yet signal a major catalyst or guidance revision.

What did this article say?

Amcor’s chief operating officer for global flexibles, Fred Stephan, has announced his retirement from the company and will join Kaiser Aluminum as president, CEO, and board member effective November 1. The move signals a leadership transition at Amcor that could affect its flexible packaging operations, though the company has not indicated any immediate operational or financial impact. Investors should monitor how Amcor’s flexible packaging segment performs in the coming quarter and whether the departure of a key executive leads to any strategic shifts or cost adjustments.

What did this article say?

Jim Cramer added Amcor to his buy list alongside Uber, Tanger, and Neurocrine Biosciences, citing favorable earnings reports for Amcor and Tanger. The recommendation follows Amcor’s recent earnings release, which exceeded analyst expectations, though the stock experienced a short-term decline. Analysts remain divided, with some noting potential upside from the company’s flexible packaging business and others expressing caution over market competition. The endorsement may influence short-term trading activity, but long-term valuation will depend on Amcor’s ability to sustain growth in a competitive sector. Traders should consider the impact of Cramer’s recommendation on market sentiment and the company’s earnings trajectory. The recommendation also underscores the importance of monitoring Amcor’s quarterly guidance and industry dynamics.

What did this article say?

Amcor (AMCR) is expected to hit a volume inflection point as it raises capital spending to about 5% of sales, up from 3‑4% in recent years, according to Truist Securities. The company’s organic growth focus is strongest in foodservice, pet care and protein, while liquids, beauty & wellness remain flat and healthcare volumes fell. Truist highlighted improving sequential trends in both Flexibles and Rigids segments and a working‑capital recovery linked to Middle East conflict, which should lift free cash flow. The brokerage maintains a buy rating with a $51 price target.

Technical Analysis

Real-time indicators across multiple timeframes

SELL

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Institutional & Hedge Fund Ownership

25 tracked managers · $6.23B combined position · 12 adding, 9 trimming, 4 unchanged (latest 13F filings)

Manager	Trend	Shares Held	% of Co.	Position Value	Filed
BlackRock, Inc.	▲ Buy	32,263,126	7.10%	$1.40B	2026-08-07
Invesco Ltd.	▲ Buy	25,599,833	5.64%	$1.11B	2026-08-14
Vanguard Group Inc	▲ Buy	113,335,957	24.96%	$945.22M	2026-01-29
Geode Capital Management, LLC	▲ Buy	13,684,370	3.01%	$594.66M	2026-08-12
Norges Bank	▼ Sell	6,430,542	1.42%	$278.76M	2026-08-12
Morgan Stanley	▲ Buy	6,022,116	1.33%	$261.06M	2026-08-13
Bank of America Corp	▲ Buy	5,514,482	1.21%	$239.05M	2026-08-14
Wellington Management Group LLP	▼ Sell	5,279,730	1.16%	$228.88M	2026-08-14
Northern Trust Corp	▲ Buy	3,817,453	0.84%	$165.49M	2026-08-13
JPMorgan Chase & Co	▼ Sell	3,407,837	0.75%	$146.33M	2026-08-12
Goldman Sachs Group Inc	▼ Sell	3,368,449	0.74%	$146.02M	2026-08-14
Janus Henderson Group plc	• Hold	3,545,337	0.78%	$140.94M	2026-05-18
Eminence Capital, LP	• Hold	14,169,767	3.12%	$130.22M	2025-08-14
Wells Fargo & Company	▲ Buy	2,071,381	0.46%	$89.79M	2026-08-14
Capital World Investors	▼ Sell	1,513,655	0.33%	$65.62M	2026-08-12
FMR LLC (Fidelity)	▼ Sell	1,319,234	0.29%	$57.19M	2026-08-13
Citadel Advisors LLC	• Hold	982,957	0.22%	$42.61M	2026-09-02
Susquehanna International Group, LLP	▼ Sell	932,745	0.21%	$40.43M	2026-08-14
Renaissance Technologies LLC	▼ Sell	4,371,114	0.96%	$36.46M	2026-02-12
Citigroup Inc	▲ Buy	746,953	0.16%	$32.38M	2026-08-03
AllianceBernstein L.P.	▼ Sell	541,675	0.12%	$21.53M	2026-08-14
Squarepoint Ops LLC	▲ Buy	432,932	0.10%	$18.77M	2026-08-14
Canyon Capital Advisors LLC	• Hold	431,885	0.10%	$18.72M	2026-08-14
Gotham Asset Management, LLC	▲ Buy	225,405	0.05%	$9.77M	2026-08-14
Schonfeld Strategic Advisors LLC	▲ Buy	199,667	0.04%	$8.66M	2026-08-14

Q2 2026 flow:6.07M sh bought ($263.25M)34.56M sh sold ($1.50B)net -28.49M sh (−$1.23B)

Congressional Trading Activity

9 disclosed trades · ~$72.0K est. traded value · 6 buys, 3 sells

Member	Chamber	State	Type	Amount	Traded	Filed
Thomas H. Kean	House	NJ07	▼ Sell	$1K - $15K	2026-08-10	2026-09-12
Dan Newhouse	House	WA04	▲ Buy	$1K - $15K	2026-07-10	2026-07-17
Thomas H. Kean	House	NJ07	▲ Buy	$1K - $15K	2026-05-14	2026-06-18
Thomas H. Kean	House	NJ07	▲ Buy	$1K - $15K	2026-03-31	2026-04-13
Gilbert Cisneros	House	CA31	▼ Sell	$1K - $15K	2025-12-19	2026-01-12
Gilbert Cisneros	House	CA31	▲ Buy	$1K - $15K	2025-11-18	2025-12-15
Thomas H. Kean	House	NJ07	▲ Buy	$1K - $15K	2025-08-15	2025-09-18
Rob Bresnahan	House	PA08	▲ Buy	$1K - $15K	2025-05-15	2025-05-31
Rob Bresnahan	House	PA08	▼ Sell	$1K - $15K	2025-04-08	2025-04-28

AMCR·Amcor plc

EPS

Revenue

AMCR Stock Snapshot

What growth is priced into AMCR?

What AMCR's own history says about today's numbers

Is money rotating into or out of AMCR's sector?

What is the options market pricing for AMCR?

Are analysts turning bullish or bearish on AMCR?

AMCR Competitive Positioning

Held by These ETFs

News Sentiment Analysis

Recent News Coverage

Technical Analysis

Real-time indicators across multiple timeframes

News Sentiment Analysis

Recent News Coverage

Technical Analysis

Real-time indicators across multiple timeframes

Market Status

Recently Viewed

Portfolio

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Portfolio News

Economic Events

Earnings Events

Economic News

AMCR·Amcor plc

EPS

Revenue

AMCR Stock Snapshot

What growth is priced into AMCR?

What AMCR's own history says about today's numbers

Is money rotating into or out of AMCR's sector?

What is the options market pricing for AMCR?

Are analysts turning bullish or bearish on AMCR?

AMCR Competitive Positioning

Held by These ETFs

News Sentiment Analysis

Recent News Coverage

Technical Analysis

Real-time indicators across multiple timeframes

Discover More

News Sentiment Analysis

Recent News Coverage

Technical Analysis

Real-time indicators across multiple timeframes

Discover More

Market Status

Recently Viewed

Portfolio

Email Alerts

Portfolio News

Economic Events

Earnings Events

Economic News