Argus analyst (Alexandra Yates lowered the firm's price target on Smurfit Westrock to $45 from $55 but keeps a Buy rating on the shares. The company's earnings have been a bit murky, though the firm expects improved transparency in upcoming quarters while noting that its cash flow generation is solid, the analyst tells investors in a research note. Smurfit management has continuously signaled a commitment to shareholder returns with a recent substantial boost to the dividend, while the tariff pressures have been mitigated with successful reshoring efforts, the firm added.
