Graphic Packaging Holding Co's stock fell 3.01% and hit a 20-day low amid broader market declines, with the Nasdaq-100 down 2.08% and the S&P 500 down 2.00%.
The Law Offices of Frank R. Cruz is investigating whether Graphic Packaging's board breached fiduciary duties to shareholders, particularly following shareholder dissatisfaction with the appointment of new CEO Robbert E. Rietbroek. This investigation comes after a shareholder expressed discontent over the CEO change, which could lead to decreased confidence among investors. Additionally, the resignation of the company's Executive Vice President and General Counsel shortly after the CEO transition raises concerns about internal governance issues.
These developments may further impact Graphic Packaging's stock performance as investor confidence wanes. The ongoing investigation and executive changes could lead to legal challenges that might affect the company's reputation and market position.
Wall Street analysts forecast GPK stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for GPK is 17.00 USD with a low forecast of 12.00 USD and a high forecast of 23.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
9 Analyst Rating
Wall Street analysts forecast GPK stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for GPK is 17.00 USD with a low forecast of 12.00 USD and a high forecast of 23.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
1 Buy
7 Hold
1 Sell
Hold
Current: 14.840
Low
12.00
Averages
17.00
High
23.00
Current: 14.840
Low
12.00
Averages
17.00
High
23.00
Baird
Outperform -> Neutral
downgrade
$18
2026-01-07
Reason
Baird
Price Target
$18
AI Analysis
2026-01-07
downgrade
Outperform -> Neutral
Reason
Baird downgraded Graphic Packaging to Neutral from Outperform with an unchanged price target of $18. The company's recent management changes and a "deteriorating" pricing construct for discrete paperboard grades brings estimate revision risk for 2026, the analyst tells investors in a research note. The firm moves to the sidelines until Graphic's earnings outlook and strategy are made clearer by the new CEO.
Truist
Michael Roxland
Hold
downgrade
$20 -> $18
2026-01-06
Reason
Truist
Michael Roxland
Price Target
$20 -> $18
2026-01-06
downgrade
Hold
Reason
Truist analyst Michael Roxland lowered the firm's price target on Graphic Packaging to $18 from $20 and keeps a Hold rating on the shares. Early 2026 is expected to see modestly challenged packaging volumes due to limited promotions, though some CPGs are successfully driving volume while retaining price gains, the analyst tells investors in a research note. Beverage cans should continue growing in North America and Europe, and containerboard producers are likely to implement price increases successfully thanks to disciplined supply management, the firm says.
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Citi
Neutral
downgrade
$19 -> $16
2026-01-06
Reason
Citi
Price Target
$19 -> $16
2026-01-06
downgrade
Neutral
Reason
Citi lowered the firm's price target on Graphic Packaging to $16 from $19 and keeps a Neutral rating on the shares. The firm updated estimates targets in the packing group as part of its 2026 outlook. The volume setup for the group remains challenging in 2026, the analyst tells investors in a research note.
Wells Fargo
Equal Weight -> Underweight
downgrade
$18 -> $12
2026-01-06
Reason
Wells Fargo
Price Target
$18 -> $12
2026-01-06
downgrade
Equal Weight -> Underweight
Reason
Wells Fargo downgraded Graphic Packaging to Underweight from Equal Weight with a price target of $12, down from $18, citing deteriorating fundamentals and abrupt management change. The firm says that while 2025 turned into a more challenging year than it originally expected, Wells is still waiting for a catalyst that will drive a rebound. K-shaped economy remains the firm's top concern as low-end consumer health remains poor.
About GPK
Graphic Packaging Holding Company is a consumer packaging provider. It produces consumer goods packaging made from renewable or recycled materials. It designs and manufactures packaging solutions including cartons, multipack cartons, trays, carriers, paperboard canisters, cups and bowls made from unbleached paperboard, recycled paperboard, and bleached paperboard. Its segments include Americas Paperboard Packaging and International Paperboard Packaging. The Americas Paperboard Packaging segment includes paperboard packaging sold primarily to consumer-packaged goods (CPG) companies serving the food, beverage, and consumer product markets and cups, lids and food containers sold primarily to foodservice companies and quick-service restaurants (QSR) in the Americas. The International Paperboard Packaging segment includes paperboard packaging sold primarily to CPG companies serving the food, beverage and consumer product markets, including healthcare and beauty, outside the Americas.
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.
