Smurfit Westrock shares have underperformed the materials sector over the past 52 weeks, rising only 4.5% compared to the State Street Materials Select Sector SPDR ETF's 16.9% gain. The Dublin-based packaging company, with a market cap of $23.3 billion, has seen its stock fall 13.6% from its 52-week high of $52.65. On a year-to-date basis, SW is up 17.6%, outpacing the sector ETF's 13% return, and over the past three months it has gained 14.1% versus the ETF's 5.8%. However, first-quarter 2026 results pressured the stock, with net income plunging 84% to $63 million and adjusted EBITDA declining 14% to $1.08 billion. Analysts remain strongly optimistic, with a consensus Strong Buy rating and a mean price target of $54, implying a 21.7% premium.
Smurfit WestRock plcFirst-quarter 2026 net income plunged 84% and adjusted EBITDA declined 14%
Packaging Corp of America