DailyIQ
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Sector:Consumer CyclicalAll sectors
Last updated 23 minutes ago

AVY·Avery Dennison Corporation

$.
-. (-.%)
High
$158.86
Open
$158.10
Market Cap
12.14B
52W High
$199.54
Low
$155.91
P. Close
$158.36
P/E
17.61
52W Low
$152.42
Fwd P/E
14.20
DailyIQ Est.
$203.14
Technical Score (1D)
14
SELL
News Sentiment
47
MIXED
The most recent analyst commentary flags a 2 % organic revenue growth forecast for Q1, below industry peers, signaling potential demand erosion. This modest outlook raises concerns that margins could be pressured if the company cannot offset the lack of product innovation and limited pricing power. In response, Truist lowered its price target to $209 from $221, while BofA raised its target to $210 from $202, reflecting a split view on near‑term earnings prospects. The divergence in analyst sentiment, coupled with AVY’s 10.1 % decline over the past six months, underscores market uncertainty and could lead to volatility in the next 1–10 trading days. Investors should watch the July 30 earnings release at 6:45 a.m. ET for any revisions to revenue guidance, cost‑cutting initiatives, and margin outlook that could clarify the company’s trajectory. Pay particular attention to commentary on the packaging and smart‑label segments, as strategic moves to strengthen these high‑margin areas could shift the valuation narrative. Additionally, monitor any updates on cost‑management programs, as rising input costs have been cited as a concern by several analysts. A change in the price target or rating following the earnings call will likely be the most immediate catalyst for price action. Finally, keep an eye on broader market sentiment toward the adhesive and labeling industry, as competitive headwinds and pricing pressure could amplify any earnings surprises.
Earnings Summary
Avery Dennison Corp. (AVY) is a global materials science and digital identification solutions provider that supplies pressure‑sensitive label materials, performance tapes, and specialty adhesive products, along with graphics, reflective, RFID, and sustainable packaging solutions for industries ranging from apparel to pharmaceuticals. Operating in the consumer cyclical packaging and containers sector, the company’s revenue is driven by demand for labeling and branding materials across diverse customer bases. In the latest two quarters, Avery Dennison reported EPS of $2.42 in Q2 2025 and $2.37 in Q3 2025, both beating analyst estimates of $2.39441 and $2.32549 respectively, while revenue rose from $2.2205 billion to $2.2155 billion, a modest 0.2 % increase that followed a 2.3 % decline in Q1 2025 versus Q4 2024. The company has delivered mixed earnings performance, with three consecutive beats (Q2–Q4 2025) offset by three misses (Q4 2024, Q1 2025, Q1 2026), and revenue growth has been relatively flat, hovering around $2.2 billion over the past year. Historically, Avery Dennison’s YoY revenue has shown modest expansion, but EPS has fluctuated, reflecting sensitivity to pricing power and input costs; the company has consistently met or exceeded revenue estimates while its earnings have alternated between beats and misses, indicating a volatile earnings environment. Recent news reports that the Q1 2026 outlook projects only 2 % organic revenue growth, below peers, and that margin pressure may compress earnings, suggest a potential slowdown in demand for adhesive and labeling products; the company’s dividend yield remains attractive but could be affected by cost‑cutting initiatives. Investors should watch the upcoming earnings call for guidance on revenue mix, cost‑control measures, and any strategic moves to strengthen the packaging segment, as well as updates on the company’s dividend policy, since these factors will determine whether the modest growth can be sustained and whether the dividend remains a key driver for the stock.

EPS

EstBeatMiss
$2.27$2.34$2.41$2.48$2.55Q1'25Q2'25Q3'25Q4'25Q1'26Q2'26
QtrEstActual+/−
Q2'26$2.47 - -
Q1'26$2.52$2.47-2.0%
Q4'25$2.42$2.45+1.1%
Q3'25$2.33$2.37+1.9%
Q2'25$2.39$2.42+1.1%
Q1'25$2.32$2.30-0.7%

Revenue

EstBeatMiss
$2.1B$2.2B$2.2B$2.3B$2.4BQ1'25Q2'25Q3'25Q4'25Q1'26Q2'26
QtrEstActual+/−
Q2'26$2.3B - -
Q1'26$2.3B$2.3B-1.2%
Q4'25$2.3B$2.3B-1.6%
Q3'25 - $2.2B -
Q2'25 - $2.2B -
Q1'25 - $2.1B -
Full Earnings BreakdownEstimates, actuals, guidance, and historical context
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Market Data

AVY Stock Snapshot

AVY is currently trading at $156.53, giving Avery Dennison Corporation a market cap of 12.14B and a P/E ratio of 17.6. Today's range spans $155.91–$158.86, with shares opening at $158.10 and moving down $1.83 (1.2%) from the prior close. DailyIQ's technical score sits at 14/100 (SELL) with a news sentiment reading of 47/100.

Over the past year AVY has traded between $152.42 and $199.54 - the current price is +2.7% off the 52-week low and -21.6% from the high. 19 analysts cover the stock with a Buy consensus and a mean 12-month target of $199.60 (range $175.00–$218.00), implying upside of +27.5%.

The path of least resistance for Avery Dennison Corporation (AVY) is currently lower - 14/100 (SELL), neutral sentiment (47/100), price $156.53 (near 52-week lows within $152.42–$199.54). The current P/E ratio stands at 17.6. At 12.14B in Consumer Cyclical market cap, this large-cap name is in the zone where portfolio risk managers - not just traders - are making decisions. Trimming positions on technical deterioration is standard practice at this size, and the current setup gives them a clear rationale to act.

The current SELL phase for AVY (14/100) at $156.53 (near 52-week lows) suggests that the market is discounting either a fundamental deterioration or a sector headwind that hasn't fully appeared in the earnings line yet. Sentiment at 47/100 (neutral) confirms that news flow is not providing a counternarrative. At 12.14B in Consumer Cyclical capitalization, AVY has the liquidity for institutional exits to be orderly — but orderly doesn't mean shallow within the $152.42–$199.54 range.