Kiltearn Partners Fully Exits Sealed Air Holdings
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 3 hours ago
0mins
Source: Fool
- Complete Exit: Kiltearn Partners LLP sold 335,500 shares of Sealed Air in Q4, fully exiting its position, which previously accounted for 2.4% of its AUM, indicating a cautious outlook on the company's future prospects.
- Concentrated Investment Strategy: Kiltearn now holds only 28 positions valued at $461.7 million, with its top five holdings representing over 44% of AUM, reflecting a highly concentrated portfolio that may increase investment risk.
- Performance Analysis: Sealed Air's stock performed well over the past year, returning 26.3%, nearly double the S&P 500's 13.2%, despite a 1% drop in Q3 sales after excluding foreign currency effects.
- Future Outlook: Management expects sales to decline by 2% to 3% for the year and will report Q4 results on March 2, prompting investors to watch for signs of a turnaround in sales trends.
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Analyst Views on SEE
Wall Street analysts forecast SEE stock price to rise
11 Analyst Rating
5 Buy
6 Hold
0 Sell
Moderate Buy
Current: 41.950
Low
38.00
Averages
44.02
High
52.00
Current: 41.950
Low
38.00
Averages
44.02
High
52.00
About SEE
Sealed Air Corporation is a provider of packaging solutions integrating performance materials, automation, equipment and services. The Company designs, manufactures and delivers packaging solutions that preserve food, protect good and automate packaging processes. The Company operates through two segments: Food, and Protective. The Company’s portfolio of solutions includes CRYOVAC brand for food packaging, LIQUIBOX for fluids and liquids systems, SEALED AIR brand for protective packaging, AUTOBAG brand for automated systems, BUBBLE WRAP brand for packaging. The Company delivers its packaging solutions to an array of end markets including fresh proteins, foods, fluids, medical and healthcare, e-commerce, logistics and omnichannel fulfilment operations, and industrials. Its food solutions are sold to food processors in fresh red meat, smoked and processed meats, poultry, seafood, plant-based protein, fluids and liquids and cheese markets worldwide.
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.
Kiltearn Partners Fully Exits Sealed Air Holdings
- Complete Exit: Kiltearn Partners LLP sold 335,500 shares of Sealed Air in Q4, fully exiting its position, which previously accounted for 2.4% of its AUM, indicating a cautious outlook on the company's future prospects.
- Concentrated Investment Strategy: Kiltearn now holds only 28 positions valued at $461.7 million, with its top five holdings representing over 44% of AUM, reflecting a highly concentrated portfolio that may increase investment risk.
- Performance Analysis: Sealed Air's stock performed well over the past year, returning 26.3%, nearly double the S&P 500's 13.2%, despite a 1% drop in Q3 sales after excluding foreign currency effects.
- Future Outlook: Management expects sales to decline by 2% to 3% for the year and will report Q4 results on March 2, prompting investors to watch for signs of a turnaround in sales trends.
See More
Kiltearn Fully Exits Sealed Air Holdings
- Shareholding Change: Kiltearn Partners LLP sold 335,500 shares of Sealed Air in the fourth quarter, fully exiting its position, which previously accounted for 2.4% of its AUM, indicating a loss of confidence in the stock.
- Concentrated Investment Strategy: Kiltearn now holds only 28 positions valued at $461.7 million, with its five largest holdings representing over 44% of its AUM, suggesting a highly concentrated portfolio that may face increased risk.
- Market Performance: Although Sealed Air's stock performed well over the past year with a 26.3% return, nearly double the S&P 500's 13.2%, the company reported a 1% decline in third-quarter sales and expects a 2% to 3% drop for the year, reflecting weak market demand.
- Investment Advice: Before investing in Sealed Air, potential investors should note that The Motley Fool's analyst team did not include it in their current list of the 10 best stocks, suggesting a cautious outlook on its future growth.
See More
Kiltearn Partners Fully Exits Sealed Air Position
- Position Change: Kiltearn Partners LLP fully exited its position in Sealed Air Corporation by selling 335,500 shares in Q4, previously accounting for 2.4% of its AUM, indicating a loss of confidence in the stock.
- Portfolio Concentration: Kiltearn now holds only 28 positions valued at $461.7 million, with its top five holdings representing over 44% of its AUM, reflecting a highly concentrated investment strategy.
- Performance Overview: Sealed Air's stock performed well over the past year, returning 26.3%, nearly double the S&P 500's 13.2%, despite a 1% drop in Q3 sales after adjusting for foreign currency effects.
- Future Outlook: Management expects sales to decline by 2% to 3% for the year, and investors should watch for the upcoming Q4 earnings report on March 2 to see if the company can reverse its current downward trend.
See More
Investor Rights Investigation: Multiple Company Transactions
- Investigation Background: Halper Sadeh LLC is investigating Sealed Air Corporation (NYSE:SEE) regarding its sale to CD&R-affiliated funds at $42.15 per share, which may involve potential violations of federal securities laws.
- First Foundation Transaction: First Foundation Inc. (NYSE:FFWM) is being sold to FirstSun Capital Bancorp for 0.16083 shares of FirstSun common stock per share of First Foundation, raising concerns about breaches of fiduciary duties to shareholders.
- Alexander & Baldwin Sale: Alexander & Baldwin, Inc. (NYSE:ALEX) is selling to MW Group and funds affiliated with Blackstone Real Estate and DivcoWest for $21.20 per share in cash, with Halper Sadeh LLC potentially seeking increased consideration for shareholders.
- Legal Support Offered: Halper Sadeh LLC offers free legal consultations without upfront fees, encouraging shareholders to reach out to discuss their rights and options, aiming to provide relief and benefits to defrauded investors.
See More
Sealed Air Celebrates Bubble Wrap Day with Fan Engagement
- Brand Legacy Celebration: Sealed Air celebrates its brand legacy on Bubble Wrap Appreciation Day, highlighting its innovation in the protective packaging industry since 1957 and showcasing its ongoing commitment to solving customer packaging challenges.
- Employee Contribution Tribute: The company expresses gratitude to over 16,000 employees for their efforts, emphasizing their importance in manufacturing excellence and customer service, which form the foundation of the solutions provided.
- Cultural Phenomenon Reflection: Bubble Wrap has evolved from a protective tool into a cultural phenomenon, symbolizing creativity, stress relief, and simple joy, thereby enhancing the emotional connection with the brand.
- Limited Edition Activation: To celebrate the upcoming Big Game, Sealed Air launches a limited edition football-themed Pop Pack designed to engage fans in a playful manner, further enhancing the brand's market participation.
See More
Sealed Air Celebrates Bubble Wrap Day with Fan Engagement
- Brand Legacy Celebration: Sealed Air celebrates its brand legacy on National Bubble Wrap Appreciation Day by launching a limited Big Game Pop Pack activation designed to spark fan engagement and brand loyalty.
- Innovation Value Proposition: The engineering behind bubble wrap has evolved, utilizing barrier-bubble technology that retains air significantly longer, ensuring consistent cushioning during long shipping cycles, thereby enhancing customer satisfaction.
- Market Leadership: Sealed Air's portfolio includes 90% recycled-content bubble wrap, alongside ongoing innovations in fiber-based cushioning and void-fill systems, solidifying its leadership position in meeting modern supply chain demands.
- Employee and Cultural Impact: Sealed Air expresses gratitude to over 16,000 employees for their contributions, highlighting their role in manufacturing excellence and customer service, while also celebrating the unique cultural significance of bubble wrap that brings creativity and joy.
See More
Kiltearn Partners Fully Exits Sealed Air Holdings
- Complete Exit: Kiltearn Partners LLP sold 335,500 shares of Sealed Air in Q4, fully exiting its position, which previously accounted for 2.4% of its AUM, indicating a cautious outlook on the company's future prospects.
- Concentrated Investment Strategy: Kiltearn now holds only 28 positions valued at $461.7 million, with its top five holdings representing over 44% of AUM, reflecting a highly concentrated portfolio that may increase investment risk.
- Performance Analysis: Sealed Air's stock performed well over the past year, returning 26.3%, nearly double the S&P 500's 13.2%, despite a 1% drop in Q3 sales after excluding foreign currency effects.
- Future Outlook: Management expects sales to decline by 2% to 3% for the year and will report Q4 results on March 2, prompting investors to watch for signs of a turnaround in sales trends.
See More
Kiltearn Fully Exits Sealed Air Holdings
- Shareholding Change: Kiltearn Partners LLP sold 335,500 shares of Sealed Air in the fourth quarter, fully exiting its position, which previously accounted for 2.4% of its AUM, indicating a loss of confidence in the stock.
- Concentrated Investment Strategy: Kiltearn now holds only 28 positions valued at $461.7 million, with its five largest holdings representing over 44% of its AUM, suggesting a highly concentrated portfolio that may face increased risk.
- Market Performance: Although Sealed Air's stock performed well over the past year with a 26.3% return, nearly double the S&P 500's 13.2%, the company reported a 1% decline in third-quarter sales and expects a 2% to 3% drop for the year, reflecting weak market demand.
- Investment Advice: Before investing in Sealed Air, potential investors should note that The Motley Fool's analyst team did not include it in their current list of the 10 best stocks, suggesting a cautious outlook on its future growth.
See More
Kiltearn Partners Fully Exits Sealed Air Position
- Position Change: Kiltearn Partners LLP fully exited its position in Sealed Air Corporation by selling 335,500 shares in Q4, previously accounting for 2.4% of its AUM, indicating a loss of confidence in the stock.
- Portfolio Concentration: Kiltearn now holds only 28 positions valued at $461.7 million, with its top five holdings representing over 44% of its AUM, reflecting a highly concentrated investment strategy.
- Performance Overview: Sealed Air's stock performed well over the past year, returning 26.3%, nearly double the S&P 500's 13.2%, despite a 1% drop in Q3 sales after adjusting for foreign currency effects.
- Future Outlook: Management expects sales to decline by 2% to 3% for the year, and investors should watch for the upcoming Q4 earnings report on March 2 to see if the company can reverse its current downward trend.
See More
Investor Rights Investigation: Multiple Company Transactions
- Investigation Background: Halper Sadeh LLC is investigating Sealed Air Corporation (NYSE:SEE) regarding its sale to CD&R-affiliated funds at $42.15 per share, which may involve potential violations of federal securities laws.
- First Foundation Transaction: First Foundation Inc. (NYSE:FFWM) is being sold to FirstSun Capital Bancorp for 0.16083 shares of FirstSun common stock per share of First Foundation, raising concerns about breaches of fiduciary duties to shareholders.
- Alexander & Baldwin Sale: Alexander & Baldwin, Inc. (NYSE:ALEX) is selling to MW Group and funds affiliated with Blackstone Real Estate and DivcoWest for $21.20 per share in cash, with Halper Sadeh LLC potentially seeking increased consideration for shareholders.
- Legal Support Offered: Halper Sadeh LLC offers free legal consultations without upfront fees, encouraging shareholders to reach out to discuss their rights and options, aiming to provide relief and benefits to defrauded investors.
See More
Sealed Air Celebrates Bubble Wrap Day with Fan Engagement
- Brand Legacy Celebration: Sealed Air celebrates its brand legacy on Bubble Wrap Appreciation Day, highlighting its innovation in the protective packaging industry since 1957 and showcasing its ongoing commitment to solving customer packaging challenges.
- Employee Contribution Tribute: The company expresses gratitude to over 16,000 employees for their efforts, emphasizing their importance in manufacturing excellence and customer service, which form the foundation of the solutions provided.
- Cultural Phenomenon Reflection: Bubble Wrap has evolved from a protective tool into a cultural phenomenon, symbolizing creativity, stress relief, and simple joy, thereby enhancing the emotional connection with the brand.
- Limited Edition Activation: To celebrate the upcoming Big Game, Sealed Air launches a limited edition football-themed Pop Pack designed to engage fans in a playful manner, further enhancing the brand's market participation.
See More
Sealed Air Celebrates Bubble Wrap Day with Fan Engagement
- Brand Legacy Celebration: Sealed Air celebrates its brand legacy on National Bubble Wrap Appreciation Day by launching a limited Big Game Pop Pack activation designed to spark fan engagement and brand loyalty.
- Innovation Value Proposition: The engineering behind bubble wrap has evolved, utilizing barrier-bubble technology that retains air significantly longer, ensuring consistent cushioning during long shipping cycles, thereby enhancing customer satisfaction.
- Market Leadership: Sealed Air's portfolio includes 90% recycled-content bubble wrap, alongside ongoing innovations in fiber-based cushioning and void-fill systems, solidifying its leadership position in meeting modern supply chain demands.
- Employee and Cultural Impact: Sealed Air expresses gratitude to over 16,000 employees for their contributions, highlighting their role in manufacturing excellence and customer service, while also celebrating the unique cultural significance of bubble wrap that brings creativity and joy.
See More
