EVR Research Increases Stake in Sonoco Products
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Mar 18 2026
0mins
Should l Buy SON?
Source: Fool
- Increased Holdings: EVR Research disclosed an additional purchase of 170,000 shares of Sonoco Products Company in Q4 2025, valued at approximately $7.04 million, indicating confidence in Sonoco's future growth prospects.
- Total Stake: By quarter-end, EVR's total stake in Sonoco reached 220,000 shares worth $9.60 million, reflecting a $7.45 million increase from the previous filing due to both stock price appreciation and additional shares.
- Market Performance: Sonoco shares are priced at $53.34, up 12.5% over the past year, although this underperforms the S&P 500's 19% gain, suggesting cautious market expectations regarding its future growth.
- Investment Signal: The increase in holdings signals EVR Research's concentrated investment strategy in industrial and materials stocks, with Sonoco demonstrating strong profitability and cash flow despite cost pressures and mixed demand, showcasing resilience in the market.
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Analyst Views on SON
Wall Street analysts forecast SON stock price to fall
9 Analyst Rating
4 Buy
5 Hold
0 Sell
Moderate Buy
Current: 53.190
Low
47.00
Averages
52.71
High
60.00
Current: 53.190
Low
47.00
Averages
52.71
High
60.00
About SON
Sonoco Products Company is a global designer, developer, and manufacturer of a variety of highly engineered and sustainable packaging serving multiple end markets. Its segments include Consumer Packaging and Industrial Paper Packaging. Products within the Consumer Packaging segment consist of rigid packaging (paper, metal, and plastic), primarily serving the consumer staples market focused on food, beverage, household, personal, and pharmaceutical products. Its rigid paper containers are manufactured from 100% recycled paperboard provided primarily from Sonoco global paper operations. These paper products are primarily used in the food and beverage markets. Products within the Industrial Paper Packaging segment consist primarily of goods produced from recycled fiber including paperboard tubes, cores, cones and cans; partitions; paper-based protective materials, and uncoated recycled paperboard for high-end applications such as folding cartons, can board, and laminated structures.
About the author

Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
- Sonoco Options Volume: Sonoco Products Co. recorded options trading of 5,675 contracts, equating to approximately 567,500 shares, which represents about 65.6% of its average daily trading volume of 864,955 shares over the past month, indicating heightened market interest in its future performance.
- High Call Option Activity: Notably, the $60 strike call option expiring on May 15, 2026, saw 2,780 contracts traded today, representing around 278,000 underlying shares, suggesting that investors are increasingly optimistic about Sonoco's stock price appreciation.
- Applied Digital Options Dynamics: Applied Digital Corporation's options trading reached 102,143 contracts, translating to approximately 10.2 million shares, which accounts for 65.2% of its average daily trading volume of 15.7 million shares over the past month, reflecting active market interest in its stock.
- Bullish Call Option Trends: Particularly, the $24 strike call option expiring on April 2, 2026, recorded 5,025 contracts traded today, representing about 502,500 underlying shares, indicating strong investor confidence in Applied Digital's future growth prospects.
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- Revenue Growth: Sonae SGPS SA reported a 14% year-on-year increase in consolidated revenue, reaching EUR 11.4 billion, primarily driven by strong performances in its retail businesses, highlighting the company's competitive edge and growth potential in the market.
- Health and Beauty Segment Performance: The health and beauty segment saw a remarkable 55% revenue growth, with like-for-like sales increasing by 5.6% and EBITDA margin improving from 12.5% to 13.1%, indicating sustained profitability and demand in this sector.
- Significant Debt Reduction: The company successfully reduced its net debt to EBITDA ratio from 2.9 times to 2.3 times, alongside a decrease in loan-to-value from 15.9% to 13.7%, demonstrating effective financial management and risk control.
- Strategic Acquisitions Strengthen Market Position: Sonae's strategic acquisitions, including Claranet Portugal and Sierra in Germany, have further solidified its market position, showcasing the company's foresight in expanding its business and enhancing market share.
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- Increased Holdings: EVR Research disclosed an additional purchase of 170,000 shares of Sonoco Products Company in Q4 2025, valued at approximately $7.04 million, indicating confidence in Sonoco's future growth prospects.
- Total Stake: By quarter-end, EVR's total stake in Sonoco reached 220,000 shares worth $9.60 million, reflecting a $7.45 million increase from the previous filing due to both stock price appreciation and additional shares.
- Market Performance: Sonoco shares are priced at $53.34, up 12.5% over the past year, although this underperforms the S&P 500's 19% gain, suggesting cautious market expectations regarding its future growth.
- Investment Signal: The increase in holdings signals EVR Research's concentrated investment strategy in industrial and materials stocks, with Sonoco demonstrating strong profitability and cash flow despite cost pressures and mixed demand, showcasing resilience in the market.
See More
- Expanded Exhibition Scale: Alimentaria+Hostelco 2026 will take place at Fira de Barcelona, covering 100,000 square meters, with international participation up 41% compared to 2024, indicating a robust recovery in the global food and hospitality sectors.
- Significant International Participation: The event will bring together over 3,300 companies, nearly 1,000 from 70 countries, with strong representation from Europe, Asia, and Latin America, highlighting its role as a strategic meeting point for the global industry.
- Buyer Invitation Program: Organizers have invited 1,500 major buyers and importers from 100 countries, with over 14,500 business meetings expected, aimed at providing exhibitors with enhanced commercial opportunities and market expansion.
- Innovation and Specialization: The exhibition will feature several specialized sectors, including Intercarn with 350 companies and the Alimentaria Hub showcasing over 300 product innovations, emphasizing the central role of innovation in the food and hospitality industry.
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- Coca-Cola's Dividend Growth: Coca-Cola has raised its dividend for 64 consecutive years, with the latest dividend at $0.53 per share, exceeding the S&P 500 average yield of 2.75%, showcasing its strong cash flow and stable growth outlook.
- Market Optimism: 80% of analysts rate Coca-Cola as a buy, with a price target of $86 per share, indicating a 10% upside, suggesting its relative performance will outperform others in a market downturn.
- Sonoco Products' Rapid Growth: Sonoco achieved a 30% increase in net sales in the latest quarter and reduced debt by $2.7 billion in fiscal 2025, with expectations to further enhance sales and cash flow in 2026, ensuring dividend sustainability.
- Dividend Yield and Market Expectations: Sonoco boasts a dividend yield of 3.99% and a payout ratio of 37%, indicating it can maintain dividends without sacrificing other investments, with analysts projecting a target price of $86 for the next 12 months, suggesting a 21% return potential.
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- Coca-Cola Dividend Growth: Coca-Cola has raised its dividend for 64 consecutive years, with the latest dividend at $0.53 per share, up from $0.51 last quarter, reflecting its strong cash flow and stable growth outlook, expecting a revenue increase of 4% to 5% in 2026.
- Yield Advantage: With a dividend yield of 2.75%, Coca-Cola surpasses the average yield of the S&P 500, and its robust financial performance positions it as a quality consumer staple investment during market volatility.
- Sustainable Growth at Sonoco: Sonoco Products achieved a 30% increase in net sales in the latest quarter while successfully reducing debt by $2.7 billion, and it expects to continue increasing sales and cash flow in 2026, ensuring a high dividend yield of 3.97%.
- Analyst Optimism: Wall Street is bullish on both Coca-Cola and Sonoco Products, with 80% of analysts rating Coca-Cola as a buy and 50% for Sonoco, indicating significant return potential over the next 12 months.
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