Sonoco Products Matches Quarterly Expectations Amid Economic Uncertainty
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Apr 21 2026
0mins
Should l Buy SON?
Source: seekingalpha
- Quarterly Sales Performance: Sonoco Products reported first-quarter net sales of $1.68 billion, roughly in line with analysts' expectations of $1.71 billion, indicating operational stability but highlighting pressures from demand and costs.
- Earnings Guidance Adjustment: The company lowered its full-year adjusted earnings per share forecast to the range of $5.80 to $6.20, reflecting the impact of inflationary pressures and an uncertain macroeconomic environment on profitability.
- Net Income Growth: While GAAP net income rose to $67.6 million (or $0.68 per share) year-over-year, adjusted net income fell by 12.8%, indicating a decline in profitability metrics.
- Cash Flow Challenges: Operating cash flow was a negative $368 million, compared to a negative $208 million a year earlier, primarily due to one-time tax payments and seasonal working capital needs, suggesting challenges in cash flow management.
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Analyst Views on SON
Wall Street analysts forecast SON stock price to rise
9 Analyst Rating
4 Buy
5 Hold
0 Sell
Moderate Buy
Current: 51.560
Low
47.00
Averages
52.71
High
60.00
Current: 51.560
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 CFO Acquires Shares, Signaling Confidence
- Share Acquisition Details: Sonoco Products Company's CFO Paul Joachimczyk acquired 8,058 shares on April 24, 2026, for approximately $400,000, increasing his direct holdings by 39.31% from 20,500 to 28,558 shares, indicating strong confidence in the company's future.
- Transaction Price Analysis: The purchase price of $49.64 per share was about 2.5% above the market close of $48.45 on April 24, 2026, and close to the trading price of $50.25 on April 28, suggesting the CFO's endorsement of the current stock valuation.
- Insider Trading Trend: This marks the second significant open-market purchase by Joachimczyk since October 2025, with total net buying reaching 28,558 shares and no sales recorded, reflecting his sustained optimism regarding the company's stock.
- Company Financial Overview: Sonoco Products Company reported $7.49 billion in revenue for 2025, a 42% year-over-year increase, and reduced net debt by 40%, although Q1 sales dipped 2% year-over-year, indicating a robust financial position with expectations for long-term recovery.
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EDMP Acquires Sonoco Shares, Increasing Stake to 2.4%
- New Investment Position: On April 28, 2026, EDMP, INC. disclosed a new position by acquiring 53,828 shares of Sonoco Products Company, valued at approximately $2.77 million, indicating the fund's positive outlook on the company.
- Value Appreciation: As of March 31, 2026, the value of the Sonoco position increased to $2.91 million, reflecting a combination of share purchases and price appreciation during the quarter, showcasing the fund's strategic timing.
- Asset Allocation Insight: The Sonoco stake represents 2.4% of EDMP, INC.'s 13F reportable assets under management, indicating a preference for stable dividend-paying stocks, although it falls outside the fund's top five holdings, suggesting a cautious yet interested approach.
- Market Performance Review: Sonoco's stock has returned 13.2% over the past year, underperforming the S&P 500 by 16 percentage points, which may raise concerns among investors regarding its market competitiveness and future growth potential.
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Sonoco CFO's Insider Purchase Sparks Interest
- Insider Buying: Sonoco Products Co. CFO Paul Joachimczyk purchased 8,058 shares at $49.64 each on April 24, totaling $399,998.31, indicating strong confidence in the company's future performance.
- Market Reaction: On Wednesday, shares traded as low as $48.93, 1.4% cheaper than the insider purchase price, attracting bargain hunters despite a 1.5% decline in stock price for the day.
- Price Volatility: SON's stock has fluctuated between a 52-week low of $38.65 and a high of $58.44, with the current trading price at $49.25, highlighting potential investment opportunities amid volatility.
- Dividend Yield: Sonoco's annualized dividend stands at $2.16 per share, with an upcoming ex-dividend date of May 8, 2026, offering a 4.3% yield, which provides investors with stable cash flow and long-term investment appeal.
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Toro CEO Makes Significant Stock Purchase
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- Investment Return: With today's trading high at $8.50, Panagiotidis's investment is up approximately 38.1%, reflecting positive market expectations for Toro and potentially attracting more investor interest.
- CFO Acquisition: On the same day, CFO Paul Joachimczyk bought 8,058 shares of Sonoco Products at $49.64 each, amounting to $399,998, demonstrating confidence in Sonoco's future performance.
- Historical Transactions: Joachimczyk had previously purchased 809,746 shares at $39.50 each over the past twelve months, indicating sustained optimism for Sonoco, which is up about 2.8% on the day.
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U.S. Stocks Rise, Nasdaq Hits Record High
- Nasdaq Hits Record High: The Nasdaq 100 rose by 1.73%, reaching a new record high, reflecting strong investor confidence in tech stocks, particularly driven by robust corporate earnings, which may attract further investment in the tech sector.
- Earnings Beat Expectations: Companies like GE, Boeing, and Masco reported Q1 revenues of $9.34 billion, negative $1.45 billion, and $1.92 billion respectively, all exceeding market expectations, which boosted overall market sentiment and indicated signs of economic recovery.
- Oil Price Surge Affects Markets: WTI crude oil prices rose over 3% due to the blockade of the Strait of Hormuz, potentially exacerbating the global energy crisis and influencing market inflation expectations, thereby affecting investor risk appetite.
- Mortgage Applications Increase: U.S. MBA mortgage applications rose by 7.9% in the week ending April 17, with the purchase mortgage sub-index up 10.1%, indicating a rebound in housing demand that could positively impact the real estate market.
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Analysis of Significant Stock Movements Among Companies
- Calix Stock Decline: Calix's shares fell 16% after the company warned of margin pressures for the year, overshadowing better-than-expected first-quarter results, indicating investor concerns about future profitability.
- TE Connectivity Guidance Miss: TE Connectivity's stock dropped 12% as the company's second-quarter guidance of $2.65 EPS and $4.7 billion revenue aligned with FactSet consensus but failed to inspire investor confidence, leading to downward pressure on the stock.
- Healthcare Services Group Strong Performance: Healthcare Services Group's shares surged 18% after reporting a first-quarter profit of $0.37 per share and revenue of $462.8 million, both exceeding analyst expectations, showcasing the company's competitive edge and growth potential in the market.
- United Airlines Guidance Cut: United Airlines shares fell 6% after the company provided disappointing guidance for the current quarter and full year, expecting adjusted earnings of $7 to $11 per share for 2026, down from prior estimates of $12 to $14, reflecting rising fuel price pressures.
See More
Sonoco CFO Acquires Shares, Signaling Confidence
- Share Acquisition Details: Sonoco Products Company's CFO Paul Joachimczyk acquired 8,058 shares on April 24, 2026, for approximately $400,000, increasing his direct holdings by 39.31% from 20,500 to 28,558 shares, indicating strong confidence in the company's future.
- Transaction Price Analysis: The purchase price of $49.64 per share was about 2.5% above the market close of $48.45 on April 24, 2026, and close to the trading price of $50.25 on April 28, suggesting the CFO's endorsement of the current stock valuation.
- Insider Trading Trend: This marks the second significant open-market purchase by Joachimczyk since October 2025, with total net buying reaching 28,558 shares and no sales recorded, reflecting his sustained optimism regarding the company's stock.
- Company Financial Overview: Sonoco Products Company reported $7.49 billion in revenue for 2025, a 42% year-over-year increase, and reduced net debt by 40%, although Q1 sales dipped 2% year-over-year, indicating a robust financial position with expectations for long-term recovery.
See More
EDMP Acquires Sonoco Shares, Increasing Stake to 2.4%
- New Investment Position: On April 28, 2026, EDMP, INC. disclosed a new position by acquiring 53,828 shares of Sonoco Products Company, valued at approximately $2.77 million, indicating the fund's positive outlook on the company.
- Value Appreciation: As of March 31, 2026, the value of the Sonoco position increased to $2.91 million, reflecting a combination of share purchases and price appreciation during the quarter, showcasing the fund's strategic timing.
- Asset Allocation Insight: The Sonoco stake represents 2.4% of EDMP, INC.'s 13F reportable assets under management, indicating a preference for stable dividend-paying stocks, although it falls outside the fund's top five holdings, suggesting a cautious yet interested approach.
- Market Performance Review: Sonoco's stock has returned 13.2% over the past year, underperforming the S&P 500 by 16 percentage points, which may raise concerns among investors regarding its market competitiveness and future growth potential.
See More
Sonoco CFO's Insider Purchase Sparks Interest
- Insider Buying: Sonoco Products Co. CFO Paul Joachimczyk purchased 8,058 shares at $49.64 each on April 24, totaling $399,998.31, indicating strong confidence in the company's future performance.
- Market Reaction: On Wednesday, shares traded as low as $48.93, 1.4% cheaper than the insider purchase price, attracting bargain hunters despite a 1.5% decline in stock price for the day.
- Price Volatility: SON's stock has fluctuated between a 52-week low of $38.65 and a high of $58.44, with the current trading price at $49.25, highlighting potential investment opportunities amid volatility.
- Dividend Yield: Sonoco's annualized dividend stands at $2.16 per share, with an upcoming ex-dividend date of May 8, 2026, offering a 4.3% yield, which provides investors with stable cash flow and long-term investment appeal.
See More
Toro CEO Makes Significant Stock Purchase
- Executive Purchase: Toro's CEO Petros Panagiotidis purchased 2,315,971 shares of TORO at $6.15 each on Friday, totaling an investment of $14.25 million, indicating strong confidence in the company's future prospects.
- Investment Return: With today's trading high at $8.50, Panagiotidis's investment is up approximately 38.1%, reflecting positive market expectations for Toro and potentially attracting more investor interest.
- CFO Acquisition: On the same day, CFO Paul Joachimczyk bought 8,058 shares of Sonoco Products at $49.64 each, amounting to $399,998, demonstrating confidence in Sonoco's future performance.
- Historical Transactions: Joachimczyk had previously purchased 809,746 shares at $39.50 each over the past twelve months, indicating sustained optimism for Sonoco, which is up about 2.8% on the day.
See More
U.S. Stocks Rise, Nasdaq Hits Record High
- Nasdaq Hits Record High: The Nasdaq 100 rose by 1.73%, reaching a new record high, reflecting strong investor confidence in tech stocks, particularly driven by robust corporate earnings, which may attract further investment in the tech sector.
- Earnings Beat Expectations: Companies like GE, Boeing, and Masco reported Q1 revenues of $9.34 billion, negative $1.45 billion, and $1.92 billion respectively, all exceeding market expectations, which boosted overall market sentiment and indicated signs of economic recovery.
- Oil Price Surge Affects Markets: WTI crude oil prices rose over 3% due to the blockade of the Strait of Hormuz, potentially exacerbating the global energy crisis and influencing market inflation expectations, thereby affecting investor risk appetite.
- Mortgage Applications Increase: U.S. MBA mortgage applications rose by 7.9% in the week ending April 17, with the purchase mortgage sub-index up 10.1%, indicating a rebound in housing demand that could positively impact the real estate market.
See More
Analysis of Significant Stock Movements Among Companies
- Calix Stock Decline: Calix's shares fell 16% after the company warned of margin pressures for the year, overshadowing better-than-expected first-quarter results, indicating investor concerns about future profitability.
- TE Connectivity Guidance Miss: TE Connectivity's stock dropped 12% as the company's second-quarter guidance of $2.65 EPS and $4.7 billion revenue aligned with FactSet consensus but failed to inspire investor confidence, leading to downward pressure on the stock.
- Healthcare Services Group Strong Performance: Healthcare Services Group's shares surged 18% after reporting a first-quarter profit of $0.37 per share and revenue of $462.8 million, both exceeding analyst expectations, showcasing the company's competitive edge and growth potential in the market.
- United Airlines Guidance Cut: United Airlines shares fell 6% after the company provided disappointing guidance for the current quarter and full year, expecting adjusted earnings of $7 to $11 per share for 2026, down from prior estimates of $12 to $14, reflecting rising fuel price pressures.
See More
