Strong Fiscal Performance: Amcor plc reported a 43% year-over-year growth in net sales for Q4, reaching $5.08 billion, following its acquisition of Berry Global.
CEO's Outlook: The CEO views the Berry acquisition as pivotal, projecting a 12-17% growth in adjusted EPS for fiscal 2026 and significant synergy benefits.
Dividend Increase: Amcor raised its quarterly dividend to 12.75 cents, resulting in an annual payout of 51 cents per share.
Investment Considerations: While Amcor is recognized as a solid investment, there are suggestions that certain AI stocks may offer better potential returns with lower risks.
AMCR
$8.23+Infinity%1D
Analyst Views on AMCR
Wall Street analysts forecast AMCR stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for AMCR is 10.36 USD with a low forecast of 9.00 USD and a high forecast of 11.67 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.
7 Analyst Rating
Wall Street analysts forecast AMCR stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for AMCR is 10.36 USD with a low forecast of 9.00 USD and a high forecast of 11.67 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.
6 Buy
1 Hold
0 Sell
Strong Buy
Current: 8.230
Low
9.00
Averages
10.36
High
11.67
Current: 8.230
Low
9.00
Averages
10.36
High
11.67
Wells Fargo
Overweight
downgrade
$11 -> $9
2025-10-15
Reason
Wells Fargo
Price Target
$11 -> $9
2025-10-15
downgrade
Overweight
Reason
Wells Fargo lowered the firm's price target on Amcor to $9 from $11 and keeps an Overweight rating on the shares. The firm notes packaging stocks have largely lagged the broader market in Q3 as sluggish volumes are a key headwind. Though most companies are executing well, Wells is not sure an inflection is imminent.
RBC Capital
Sector Perform
initiated
$13.60
2025-09-22
Reason
RBC Capital
Price Target
$13.60
2025-09-22
initiated
Sector Perform
Reason
RBC Capital initiated coverage of Amcor with a Sector Perform rating and A$13.60 price target. The stock represents reasonable long-term value as the company delivers upon the targeted $650M Berry synergies by FY28, but the share price will likely remain under pressure as packaging volumes continue to decline and debt concerns arise, the analyst tells investors in a research note.
JPMorgan
NULL -> Overweight
downgrade
$10
2025-09-19
Reason
JPMorgan
Price Target
$10
2025-09-19
downgrade
NULL -> Overweight
Reason
JPMorgan assumed coverage of Amcor with an Overweight rating and price target of $10, down from $11.10. The firm views Amcor as the leader in the global packaging industry. The stock has underperformed since Amcor announced the acquisition of Berry Global on November 19, 2024, but the free cash flow generation targets "are not strenuous," the analyst tells investors in a research note. JPMorgan expects Amcor to capture $590M in cost synergies over three years.
Goldman Sachs
initiated
$16.50
2025-09-10
Reason
Goldman Sachs
Price Target
$16.50
2025-09-10
initiated
Reason
Goldman Sachs initiated coverage of Amcor with a Buy rating and A$16.50 price target, which offers 31% upside. While the company's demand backdrop remains challenging, Amcor's valuation at current levels provides support, the analyst tells investors in a research note. The firm believes the company's growth in the medium term will be underpinned by Berry Global acquisition synergies.
About AMCR
Amcor plc is engaged in packaging solutions for consumer and healthcare products. The Company develops sustainable packaging in flexible and rigid formats across multiple materials. The Company operates through two segments: Flexibles and Rigid Packaging. The Flexibles segment consists of operations that manufacture flexible and film packaging in the food and beverage, medical and pharmaceutical, fresh produce, snack food, personal care, and other industries. The Rigid Packaging segment consists of operations that manufacture rigid containers for a broad range of predominantly beverage and food products, including carbonated soft drinks, water, juices, sports drinks, milk-based beverages, spirits and wine, sauces, dressings, spreads and personal care items, and plastic caps for a wide variety of applications. The Company's subsidiaries include Berry Global Group Inc., Amcor Flexibles North America, Inc., Amcor UK Finance plc, Amcor Finance (USA), Inc., and others.
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.
