EVR Research LP Acquires New Stake in Greif
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Mar 18 2026
0mins
Should l Buy GEF?
Source: Fool
- New Investment Update: EVR Research LP established a new position in Greif by acquiring 175,000 shares valued at $11.85 million during Q4 2026, indicating strong confidence in the company's prospects and making it a significant part of their portfolio.
- Asset Allocation Shift: This transaction positions Greif at 6.39% of EVR Research LP's assets under management, highlighting the company's importance in a diversified investment strategy and further solidifying its market presence.
- Improved Financial Performance: Greif's latest earnings report reveals a net income surge from $6.6 million a year ago to $176.6 million for the quarter, partly due to meaningful cost reductions, showcasing the company's success in operational optimization.
- Positive Market Outlook: Greif's operations span chemicals, food, and agriculture, providing a steady stream of demand that reduces reliance on consumer sentiment, thereby enhancing its resilience against economic fluctuations.
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Analyst Views on GEF
Wall Street analysts forecast GEF stock price to rise
5 Analyst Rating
0 Buy
5 Hold
0 Sell
Hold
Current: 66.370
Low
60.00
Averages
71.25
High
79.00
Current: 66.370
Low
60.00
Averages
71.25
High
79.00
About GEF
Greif, Inc. specializes in industrial packaging products and services. Its Customized Polymer Solutions segment is involved in the production and sale of a comprehensive line of polymer-based packaging products, such as plastic drums, rigid intermediate bulk containers and small plastics. The Durable Metal Solutions segment is involved in the production and sale of metal-based packaging products, including a variety of steel drums. The Sustainable Fiber Solutions segment is engaged in the production and sale of fiber-based packaging products, including fiber drums, corrugated sheets, corrugated containers, uncoated recycled board, coated recycled board, uncoated recycled board and coated recycled board. The Integrated Solutions segment is engaged in the production and sale of complimentary packaging products, such as paints, linings and closure systems for industrial packaging products and related services.
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.
Analysis of GEF's 52-Week High and Low Points
- Price Fluctuation Analysis: GEF's 52-week low is $48.23 per share, while the high is $77.14, with the last trade at $64.57, indicating significant volatility over the past year and reflecting varying market expectations for its future performance.
- Technical Indicator Observation: The current price of $64.57 is below the 200-day moving average, potentially signaling short-term downside risk, prompting investors to monitor market sentiment changes and their potential impact on the stock price.
- Market Sentiment Impact: GEF's stock price has experienced high and low fluctuations over the past 52 weeks, likely influenced by overall market trends and company fundamentals, necessitating cautious evaluation by investors in their decision-making processes.
- Investor Focus: As GEF's stock price approaches its 52-week low, investors may reassess their investment strategies, particularly in the selection of dividend stocks, and should pay attention to its long-term yield potential.
See More
EVR Research LP Acquires New Stake in Greif
- New Investment Update: EVR Research LP established a new position in Greif by acquiring 175,000 shares valued at $11.85 million during Q4 2026, indicating strong confidence in the company's prospects and making it a significant part of their portfolio.
- Asset Allocation Shift: This transaction positions Greif at 6.39% of EVR Research LP's assets under management, highlighting the company's importance in a diversified investment strategy and further solidifying its market presence.
- Improved Financial Performance: Greif's latest earnings report reveals a net income surge from $6.6 million a year ago to $176.6 million for the quarter, partly due to meaningful cost reductions, showcasing the company's success in operational optimization.
- Positive Market Outlook: Greif's operations span chemicals, food, and agriculture, providing a steady stream of demand that reduces reliance on consumer sentiment, thereby enhancing its resilience against economic fluctuations.
See More
Greif Announces Price Increase for Paperboard Products
- Price Increase Announcement: Greif has announced a price increase of $60 to $70 per short ton for all grades of uncoated recycled paperboard (URB), effective for new orders starting April 6, 2026, aimed at mitigating rising labor and transportation costs, which could impact profit margins.
- Packaging Product Adjustments: Additionally, tube and core and protective packaging products will see a minimum increase of 7.5%, effective April 13, 2026, driven by the rising costs of URB and other manufacturing expenses, potentially influencing customer purchasing decisions.
- Cost Pressure Factors: This price adjustment reflects the increasing labor, utility, and manufacturing costs faced by Greif, indicating challenges to the company's profitability in the current economic climate, which may lead to fluctuations in market share.
- Company Background: Founded in 1877, Greif is a global leader in performance packaging with operations in over 35 countries, committed to providing innovative and tailored solutions; despite cost pressures, it must maintain competitiveness in rapidly growing industries.
See More
GREIF INC ANNOUNCES NEW CREDIT AGREEMENT WITH $800 MILLION REVOLVING CREDIT AND $100 MILLION TERM LOAN DUE FEBRUARY 27, 2031 - SEC FILING
Credit Agreement Details: The new credit agreement includes a revolving credit facility of $800 million and a term loan of $100 million.
Loan Maturity Date: The term loan is set to mature on February 27, 2031.
SEC Filing: The details of the credit agreement have been filed with the SEC.
Financial Implications: This agreement is expected to provide significant financial flexibility for the company moving forward.
See More
Greif Wins Gallup Exceptional Workplace Award for Third Consecutive Year
- Award Recognition: Greif has been awarded the 2026 Gallup Exceptional Workplace Award for the third consecutive year, not only showcasing its exceptional employee engagement but also being recognized as a Winner With Distinction, highlighting significant efforts in employee well-being.
- Engagement Impact: Gallup's research indicates that highly engaged organizations significantly outperform their peers in key business outcomes such as customer ratings, profitability, and productivity, with Greif's success underscoring the importance of a people-centric management approach for long-term success.
- Cultural Commitment: CEO Ole Rosgaard emphasized that Greif's global workforce is dedicated to building a culture that balances caring for people with delivering results, which not only enhances operational efficiency but also creates lasting value for customers and communities.
- Industry Leadership: As a global leader in packaging solutions operating in over 35 countries, Greif is committed to providing innovative and tailored solutions, further solidifying its leadership position in rapidly growing industries.
See More
Greif Increases Quarterly Dividend to $0.84 per Share
- Dividend Increase: Greif has declared a quarterly dividend increase from $0.83 to $0.84 per share, marking a 1.2% rise that reflects the company's ongoing improvement in cash flow stability and profitability, which is expected to bolster investor confidence.
- Yield Metrics: Following this adjustment, Greif's forward yield stands at 3.82%, providing investors with a relatively attractive return that underscores the company's robust performance in the current economic landscape.
- Payment Schedule: The new dividend will be payable on April 1, with a record date of March 16 and an ex-dividend date also set for March 16, ensuring shareholders receive timely returns and further solidifying shareholder loyalty.
- Financial Targets Reaffirmed: Greif has reaffirmed its 2026 EBITDA target of $630 million and free cash flow target of $315 million, indicating a proactive strategy in margin expansion and aggressive cost optimization, which is expected to drive future growth potential.
See More
Analysis of GEF's 52-Week High and Low Points
- Price Fluctuation Analysis: GEF's 52-week low is $48.23 per share, while the high is $77.14, with the last trade at $64.57, indicating significant volatility over the past year and reflecting varying market expectations for its future performance.
- Technical Indicator Observation: The current price of $64.57 is below the 200-day moving average, potentially signaling short-term downside risk, prompting investors to monitor market sentiment changes and their potential impact on the stock price.
- Market Sentiment Impact: GEF's stock price has experienced high and low fluctuations over the past 52 weeks, likely influenced by overall market trends and company fundamentals, necessitating cautious evaluation by investors in their decision-making processes.
- Investor Focus: As GEF's stock price approaches its 52-week low, investors may reassess their investment strategies, particularly in the selection of dividend stocks, and should pay attention to its long-term yield potential.
See More
EVR Research LP Acquires New Stake in Greif
- New Investment Update: EVR Research LP established a new position in Greif by acquiring 175,000 shares valued at $11.85 million during Q4 2026, indicating strong confidence in the company's prospects and making it a significant part of their portfolio.
- Asset Allocation Shift: This transaction positions Greif at 6.39% of EVR Research LP's assets under management, highlighting the company's importance in a diversified investment strategy and further solidifying its market presence.
- Improved Financial Performance: Greif's latest earnings report reveals a net income surge from $6.6 million a year ago to $176.6 million for the quarter, partly due to meaningful cost reductions, showcasing the company's success in operational optimization.
- Positive Market Outlook: Greif's operations span chemicals, food, and agriculture, providing a steady stream of demand that reduces reliance on consumer sentiment, thereby enhancing its resilience against economic fluctuations.
See More
Greif Announces Price Increase for Paperboard Products
- Price Increase Announcement: Greif has announced a price increase of $60 to $70 per short ton for all grades of uncoated recycled paperboard (URB), effective for new orders starting April 6, 2026, aimed at mitigating rising labor and transportation costs, which could impact profit margins.
- Packaging Product Adjustments: Additionally, tube and core and protective packaging products will see a minimum increase of 7.5%, effective April 13, 2026, driven by the rising costs of URB and other manufacturing expenses, potentially influencing customer purchasing decisions.
- Cost Pressure Factors: This price adjustment reflects the increasing labor, utility, and manufacturing costs faced by Greif, indicating challenges to the company's profitability in the current economic climate, which may lead to fluctuations in market share.
- Company Background: Founded in 1877, Greif is a global leader in performance packaging with operations in over 35 countries, committed to providing innovative and tailored solutions; despite cost pressures, it must maintain competitiveness in rapidly growing industries.
See More
GREIF INC ANNOUNCES NEW CREDIT AGREEMENT WITH $800 MILLION REVOLVING CREDIT AND $100 MILLION TERM LOAN DUE FEBRUARY 27, 2031 - SEC FILING
Credit Agreement Details: The new credit agreement includes a revolving credit facility of $800 million and a term loan of $100 million.
Loan Maturity Date: The term loan is set to mature on February 27, 2031.
SEC Filing: The details of the credit agreement have been filed with the SEC.
Financial Implications: This agreement is expected to provide significant financial flexibility for the company moving forward.
See More
Greif Wins Gallup Exceptional Workplace Award for Third Consecutive Year
- Award Recognition: Greif has been awarded the 2026 Gallup Exceptional Workplace Award for the third consecutive year, not only showcasing its exceptional employee engagement but also being recognized as a Winner With Distinction, highlighting significant efforts in employee well-being.
- Engagement Impact: Gallup's research indicates that highly engaged organizations significantly outperform their peers in key business outcomes such as customer ratings, profitability, and productivity, with Greif's success underscoring the importance of a people-centric management approach for long-term success.
- Cultural Commitment: CEO Ole Rosgaard emphasized that Greif's global workforce is dedicated to building a culture that balances caring for people with delivering results, which not only enhances operational efficiency but also creates lasting value for customers and communities.
- Industry Leadership: As a global leader in packaging solutions operating in over 35 countries, Greif is committed to providing innovative and tailored solutions, further solidifying its leadership position in rapidly growing industries.
See More
Greif Increases Quarterly Dividend to $0.84 per Share
- Dividend Increase: Greif has declared a quarterly dividend increase from $0.83 to $0.84 per share, marking a 1.2% rise that reflects the company's ongoing improvement in cash flow stability and profitability, which is expected to bolster investor confidence.
- Yield Metrics: Following this adjustment, Greif's forward yield stands at 3.82%, providing investors with a relatively attractive return that underscores the company's robust performance in the current economic landscape.
- Payment Schedule: The new dividend will be payable on April 1, with a record date of March 16 and an ex-dividend date also set for March 16, ensuring shareholders receive timely returns and further solidifying shareholder loyalty.
- Financial Targets Reaffirmed: Greif has reaffirmed its 2026 EBITDA target of $630 million and free cash flow target of $315 million, indicating a proactive strategy in margin expansion and aggressive cost optimization, which is expected to drive future growth potential.
See More
