Successful Shareholders Meeting: On December 16, 2025, Sodexo held its Annual Shareholders Meeting at Seine Musicale with a quorum of 87.28%, where 3,298 shareholders participated in voting, indicating strong support for the company's strategic direction.
Dividend Distribution Decision: The Board approved a dividend of €2.70 per share, to be paid on December 23, 2025, which not only enhances shareholder returns but also reflects the company's robust financial health and ongoing profitability.
Strategic Transformation and Sustainability: Chairwoman Sophie Bellon introduced the Better Tomorrow 2028 sustainability roadmap, emphasizing the company's repositioning as a pure player in Food & Services, aimed at enhancing brand image and meeting growing social responsibility demands.
Executive Appointments and Governance Structure: Newly appointed CEO Thierry Delaporte emphasized a client-centric decision-making approach and introduced new board members, ensuring diversity and expertise within the Board to support the company's long-term strategic goals.
SW
$37.51+Infinity%1D
Analyst Views on SW
Wall Street analysts forecast SW stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for SW is 53.51 USD with a low forecast of 45.66 USD and a high forecast of 61.00 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.
12 Analyst Rating
Wall Street analysts forecast SW stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for SW is 53.51 USD with a low forecast of 45.66 USD and a high forecast of 61.00 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.
12 Buy
0 Hold
0 Sell
Strong Buy
Current: 37.540
Low
45.66
Averages
53.51
High
61.00
Current: 37.540
Low
45.66
Averages
53.51
High
61.00
UBS
Buy -> Neutral
downgrade
2025-12-08
Reason
UBS
Price Target
2025-12-08
downgrade
Buy -> Neutral
Reason
UBS downgraded Sodexo to Neutral from Buy with a price target of EUR 46.75, down from EUR 66.75. The firm sees uncertainty on the extent of the company's near term margin declines.
JPMorgan
Estelle Weingrod
Neutral
downgrade
2025-12-02
Reason
JPMorgan
Estelle Weingrod
Price Target
2025-12-02
downgrade
Neutral
Reason
JPMorgan analyst Estelle Weingrod lowered the firm's price target on Sodexo to EUR 53 from EUR 58 and keeps a Neutral rating on the shares.
Barclays
Overweight
downgrade
$63 -> $47
2025-11-10
Reason
Barclays
Price Target
$63 -> $47
2025-11-10
downgrade
Overweight
Reason
Barclays lowered the firm's price target on Smurfit Westrock to $47 from $63 and keeps an Overweight rating on the shares.
Deutsche Bank
Buy -> Buy
downgrade
2025-10-31
Reason
Deutsche Bank
Price Target
2025-10-31
downgrade
Buy -> Buy
Reason
Deutsche Bank lowered the firm's price target on Smurfit Westrock to 3,600 GBp from 3,750 GBp and keeps a Buy rating on the shares.
About SW
Smurfit Westrock plc is a multinational provider of sustainable fiber-based paper and packaging solutions. Its segments include Europe, the Middle East and Africa (MEA) and Asia-Pacific (APAC); North America, and LATAM, which has a system of mills and plants that primarily produce a full line of containerboard that is converted into corrugated containers within each segment or is sold to third parties. Its North America segment offers linerboard, white-top linerboard and containerboard, and kraft paper and caters primarily to corrugated packaging markets. Its Europe, MEA and APAC segment primarily offer a full line of containerboard that is converted into corrugated containers. It is also engaged in packaging and paper market segments, such as sack kraft paper, machine glazed paper, graphic board, solid board, solid board packaging and boxboard. The LATAM segment is engaged in producing containerboard, consumer packaging board and sack kraft paper.
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.
