SW
Smurfit Westrock plcPrice
Daily candles with volume. Pins mark insider trades, rating changes, 13F stakes, reports, catalysts and short-interest jumps.
- A Jun 23 Deutsche Bank initiates
- I Jun 30 5 funds open new positions (13F)
- R Jul 29 Smurfit Westrock reported Q2 2026 results that missed consensus esti…
Signal stack
Where each data set points today.
- InsidersNO TRADES
No open-market buys or sells since Jun 10. Recent filings are awards, exercises and tax withholding.
- InstitutionsBULLISH
Q2 2026: 52 added (5 new), 28 trimmed or exited. Largest new: Millennium Management $60.5M, Panagora Asset Management $23.5M.
- AnalystsBULLISH
24 of 27 rate it Buy or better. Every target is above the price.
- TrendDOWNTREND
5% below its 50-day average.
Who's buying
13F· Q2 2026| Fund | Move | Value |
|---|---|---|
| MORGAN STANLEY | ADD | $356.5M |
| FMR LLC | TRIM | $346.9M |
| Orbis Allan Gray Ltd | TRIM | $272.1M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | TRIM | $245.7M |
| JPMORGAN CHASE & CO | TRIM | $148.7M |
| CITADEL ADVISORS LLC | DOUBLED | $93.3M |
| BNP PARIBAS FINANCIAL MARKETS | ADD | $88.4M |
| AMERICAN CENTURY COMPANIES INC | DOUBLED | $86.8M |
Quarterly 13F filings are due 45 days after each quarter ends.
The Street
27 analystsPrice is below the lowest target. Median implies +34%.Targets as of Oct 27, 2026.
| Date | Firm | Rating |
|---|---|---|
| Oct 16, 2026 | RBC Capital MAINTAIN | Outperform |
| Oct 12, 2026 | Truist Securities MAINTAIN | Buy |
| Oct 2, 2026 | Citigroup MAINTAIN | Buy |
| Sep 23, 2026 | JP Morgan MAINTAIN | Overweight |
| Aug 27, 2026 | Morgan Stanley MAINTAIN | Overweight |
| Aug 4, 2026 | Citigroup MAINTAIN | Buy |
Insider ledger
Form 4| Date | Insider | Type | Value |
|---|---|---|---|
| Sep 10, 2026 | Rasmussen Jorgen Buhl Director | AWARD | 48 sh |
| Sep 10, 2026 | Brown Carole Lynnette Director | AWARD | 48 sh |
| Sep 10, 2026 | BERNLOHR TIMOTHY J Director | AWARD | 48 sh |
| Sep 10, 2026 | Arnold Colleen F. Director | AWARD | 343.768 sh |
| Sep 10, 2026 | Harrison Suzan F. Director | AWARD | 48 sh |
| Sep 10, 2026 | Hietala Kaisa Director | AWARD | 48 sh |
| Sep 10, 2026 | Finan Irial Director | AWARD | 75 sh |
| Sep 10, 2026 | WILSON ALAN D Director | AWARD | 673.692 sh |
Earnings setup
EstimatesRevision history: 🔒 Fresh data, subscribers only
| Period | EPS est. | Range | 30D rev. | Revenue |
|---|---|---|---|---|
| Current Q | 🔒 Fresh data, subscribers only | |||
| Next Q | 🔒 Fresh data, subscribers only | |||
| Current FY | 🔒 Fresh data, subscribers only | |||
| Next FY | 🔒 Fresh data, subscribers only | |||
Short side
FINRA· Oct 15, 2026SecBot reports
3 filings · 0 bullish · 1 bearish · 2 neutral- BEARISH 8-KJul 29, 2026
Smurfit Westrock reported Q2 2026 results that missed consensus estimates on both EPS and revenue…
The earnings miss and lowered full-year EBITDA guidance are the primary signals. The stock is likely to trade down on the EPS miss and margin compression, despite a slight revenue beat. Watch for…
- NEUTRAL DEFA14AMar 11, 2026
Smurfit Westrock plc has filed a definitive proxy statement for its 2026 Annual General Meeting…
Shareholders should review the proxy materials and vote on the proposals. The meeting includes routine corporate governance matters with no contested elections or activist challenges.
- NEUTRAL 8-KFeb 27, 2026
Smurfit Westrock plc announced that board members Terrell K. Crews and Lourdes Melgar will step…
No immediate trading implications. Monitor for any unexpected leadership changes in key committees or future governance developments, though this appears to be a planned transition.
All SW filing & press-release reports (3)
- 8-K reportJul 29, 2026
- DEFA14A reportMar 11, 2026
- 8-K reportFeb 27, 2026