Greif (GEF)
Market Price (9/6/2026): $85.0 | Market Cap: $3.9 BilSector: Materials | Industry: Metal, Glass & Plastic Containers
Greif (GEF)
Market Price (9/6/2026): $85.0Market Cap: $3.9 BilSector: MaterialsIndustry: Metal, Glass & Plastic Containers
Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.
Attractive yieldTotal YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 12%, Dividend Yield is 3.3%, ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is 7.4%, FCF Yield is 5.3% Low stock price volatilityVol 12M is 24% Megatrend and thematic driversMegatrends include Circular Economy & Recycling, Sustainable Resource Management, and Sustainable Consumption. Themes include Sustainable Packaging Materials, Show more. | Weak multi-year price returns3Y Excs Rtn is -43% | Weak revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is -11%, Rev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is -4.9% Key risksGEF key risks include [1] lower volumes from weak industrial demand, Show more. |
| Attractive yieldTotal YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 12%, Dividend Yield is 3.3%, ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is 7.4%, FCF Yield is 5.3% |
| Low stock price volatilityVol 12M is 24% |
| Megatrend and thematic driversMegatrends include Circular Economy & Recycling, Sustainable Resource Management, and Sustainable Consumption. Themes include Sustainable Packaging Materials, Show more. |
| Weak multi-year price returns3Y Excs Rtn is -43% |
| Weak revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is -11%, Rev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is -4.9% |
| Key risksGEF key risks include [1] lower volumes from weak industrial demand, Show more. |
Qualitative Assessment
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Updated on 9/1/2026
Greif (GEF) stock has gained about 35% since 5/31/2026 because of the following key factors:
1. Greif exceeded fiscal Q3 2026 earnings and revenue estimates. The company reported adjusted earnings per share of $1.61, surpassing analysts' consensus estimates of $1.11 by $0.50 (a 45% beat). Concurrently, quarterly revenue reached $1.17 billion, exceeding analyst projections of $1.12 billion. This strong performance, announced on July 28, 2026, was driven by effective price/cost management, structural cost optimization, and lower interest expenses. Adjusted EBITDA for the quarter increased 24.7% year-over-year to $183.4 million, with adjusted EBITDA margins expanding 260 basis points to 15.7%.
2. The company announced a significant increase in its quarterly dividend. On June 2, 2026, Greif declared a 10.7% increase to its quarterly dividend, setting cash dividends at $0.62 per share on Class A Common Stock and $0.93 per share on Class B Common Stock. Management attributed this increase to strong free cash flow generation, improvements in the balance sheet, and confidence in the company's long-term earnings potential.
Show more
Greif (GEF) stock has gained about 35% since 5/31/2026 because of the following key factors:
1. Greif exceeded fiscal Q3 2026 earnings and revenue estimates. The company reported adjusted earnings per share of $1.61, surpassing analysts' consensus estimates of $1.11 by $0.50 (a 45% beat). Concurrently, quarterly revenue reached $1.17 billion, exceeding analyst projections of $1.12 billion. This strong performance, announced on July 28, 2026, was driven by effective price/cost management, structural cost optimization, and lower interest expenses. Adjusted EBITDA for the quarter increased 24.7% year-over-year to $183.4 million, with adjusted EBITDA margins expanding 260 basis points to 15.7%.
2. The company announced a significant increase in its quarterly dividend. On June 2, 2026, Greif declared a 10.7% increase to its quarterly dividend, setting cash dividends at $0.62 per share on Class A Common Stock and $0.93 per share on Class B Common Stock. Management attributed this increase to strong free cash flow generation, improvements in the balance sheet, and confidence in the company's long-term earnings potential.
Show more
Updated on 9/1/2026
Greif (GEF) stock has gained about 35% since 5/31/2026 because of the following key factors:
1. Greif exceeded fiscal Q3 2026 earnings and revenue estimates. The company reported adjusted earnings per share of $1.61, surpassing analysts' consensus estimates of $1.11 by $0.50 (a 45% beat). Concurrently, quarterly revenue reached $1.17 billion, exceeding analyst projections of $1.12 billion. This strong performance, announced on July 28, 2026, was driven by effective price/cost management, structural cost optimization, and lower interest expenses. Adjusted EBITDA for the quarter increased 24.7% year-over-year to $183.4 million, with adjusted EBITDA margins expanding 260 basis points to 15.7%.
2. The company announced a significant increase in its quarterly dividend. On June 2, 2026, Greif declared a 10.7% increase to its quarterly dividend, setting cash dividends at $0.62 per share on Class A Common Stock and $0.93 per share on Class B Common Stock. Management attributed this increase to strong free cash flow generation, improvements in the balance sheet, and confidence in the company's long-term earnings potential.
3. Greif implemented price increases across key product lines. Effective in July 2026, Greif announced a price increase of $60 per short ton for all grades of uncoated recycled paperboard (URB) products. Additionally, the company implemented a minimum 6.5% increase on all tube and core and protective packaging products. These price adjustments were a direct response to rising input and transportation costs, coupled with strengthening market demand.
4. Sustained structural cost optimization and a strong balance sheet underscored financial stability. Greif's management emphasized its "Build to Last Strategy," highlighting ongoing structural cost reductions that contributed to margin expansion and resilient profitability despite mixed volume trends. The company maintained a healthy balance sheet, reporting a leverage ratio of 1.1x in fiscal Q3 2026. This financial strength, combined with a commitment to organic growth and strategic bolt-on acquisitions in advanced polymer packaging, further instilled investor confidence.
Show less
Greif (GEF) stock has gained about 35% since 5/31/2026 because of the following key factors:
1. Greif exceeded fiscal Q3 2026 earnings and revenue estimates. The company reported adjusted earnings per share of $1.61, surpassing analysts' consensus estimates of $1.11 by $0.50 (a 45% beat). Concurrently, quarterly revenue reached $1.17 billion, exceeding analyst projections of $1.12 billion. This strong performance, announced on July 28, 2026, was driven by effective price/cost management, structural cost optimization, and lower interest expenses. Adjusted EBITDA for the quarter increased 24.7% year-over-year to $183.4 million, with adjusted EBITDA margins expanding 260 basis points to 15.7%.
2. The company announced a significant increase in its quarterly dividend. On June 2, 2026, Greif declared a 10.7% increase to its quarterly dividend, setting cash dividends at $0.62 per share on Class A Common Stock and $0.93 per share on Class B Common Stock. Management attributed this increase to strong free cash flow generation, improvements in the balance sheet, and confidence in the company's long-term earnings potential.
3. Greif implemented price increases across key product lines. Effective in July 2026, Greif announced a price increase of $60 per short ton for all grades of uncoated recycled paperboard (URB) products. Additionally, the company implemented a minimum 6.5% increase on all tube and core and protective packaging products. These price adjustments were a direct response to rising input and transportation costs, coupled with strengthening market demand.
4. Sustained structural cost optimization and a strong balance sheet underscored financial stability. Greif's management emphasized its "Build to Last Strategy," highlighting ongoing structural cost reductions that contributed to margin expansion and resilient profitability despite mixed volume trends. The company maintained a healthy balance sheet, reporting a leverage ratio of 1.1x in fiscal Q3 2026. This financial strength, combined with a commitment to organic growth and strategic bolt-on acquisitions in advanced polymer packaging, further instilled investor confidence.
Show less
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Stock Movement Drivers
Fundamental Drivers
The 35.4% change in GEF stock from 5/31/2026 to 9/5/2026 was primarily driven by a 90.7% change in the company's P/E Multiple.| (LTM values as of) | 5312026 | 9052026 | Change |
|---|---|---|---|
| Stock Price ($) | 62.77 | 85.00 | 35.4% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 4,328 | 4,884 | 12.9% |
| Net Income Margin (%) | 7.1% | 3.7% | -47.6% |
| P/E Multiple | 11.7 | 22.3 | 90.7% |
| Shares Outstanding (Mil) | 57 | 47 | 20.1% |
| Cumulative Contribution | 35.4% |
Market Drivers
5/31/2026 to 9/5/2026| Return | Correlation | |
|---|---|---|
| GEF | 35.4% | |
| Market (SPY) | 1.8% | 11.1% |
| Sector (XLB) | 2.5% | 57.4% |
Fundamental Drivers
The 19.0% change in GEF stock from 2/28/2026 to 9/5/2026 was primarily driven by a 84.4% change in the company's P/E Multiple.| (LTM values as of) | 2282026 | 9052026 | Change |
|---|---|---|---|
| Stock Price ($) | 71.43 | 85.00 | 19.0% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 4,641 | 4,884 | 5.2% |
| Net Income Margin (%) | 7.3% | 3.7% | -49.6% |
| P/E Multiple | 12.1 | 22.3 | 84.4% |
| Shares Outstanding (Mil) | 58 | 47 | 21.6% |
| Cumulative Contribution | 19.0% |
Market Drivers
2/28/2026 to 9/5/2026| Return | Correlation | |
|---|---|---|
| GEF | 19.0% | |
| Market (SPY) | 12.6% | 25.2% |
| Sector (XLB) | -1.4% | 61.1% |
Fundamental Drivers
The 34.7% change in GEF stock from 8/31/2025 to 9/5/2026 was primarily driven by a 22.7% change in the company's Shares Outstanding (Mil).| (LTM values as of) | 8312025 | 9052026 | Change |
|---|---|---|---|
| Stock Price ($) | 63.10 | 85.00 | 34.7% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 4,912 | 4,884 | -0.6% |
| Net Income Margin (%) | 3.6% | 3.7% | 4.1% |
| P/E Multiple | 21.0 | 22.3 | 6.1% |
| Shares Outstanding (Mil) | 58 | 47 | 22.7% |
| Cumulative Contribution | 34.7% |
Market Drivers
8/31/2025 to 9/5/2026| Return | Correlation | |
|---|---|---|
| GEF | 34.7% | |
| Market (SPY) | 20.4% | 22.9% |
| Sector (XLB) | 15.3% | 61.0% |
Fundamental Drivers
The 29.6% change in GEF stock from 8/31/2023 to 9/5/2026 was primarily driven by a 131.1% change in the company's P/E Multiple.| (LTM values as of) | 8312023 | 9052026 | Change |
|---|---|---|---|
| Stock Price ($) | 65.57 | 85.00 | 29.6% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 5,406 | 4,884 | -9.6% |
| Net Income Margin (%) | 7.2% | 3.7% | -48.8% |
| P/E Multiple | 9.6 | 22.3 | 131.1% |
| Shares Outstanding (Mil) | 57 | 47 | 21.3% |
| Cumulative Contribution | 29.6% |
Market Drivers
8/31/2023 to 9/5/2026| Return | Correlation | |
|---|---|---|
| GEF | 29.6% | |
| Market (SPY) | 77.1% | 41.6% |
| Sector (XLB) | 33.5% | 57.2% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| GEF Return | 33% | 14% | 1% | -4% | 15% | 28% | 116% |
| Peers Return | -10% | -17% | -7% | -17% | 12% | -5% | -39% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | 13% | 106% |
Monthly Win Rates [3] | |||||||
| GEF Win Rate | 75% | 42% | 33% | 50% | 50% | 56% | |
| Peers Win Rate | 47% | 42% | 38% | 40% | 52% | 53% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 56% | |
Max Drawdowns [4] | |||||||
| GEF Max Drawdown | -19% | -19% | -20% | -18% | -21% | -20% | |
| Peers Max Drawdown | -37% | -43% | -39% | -33% | -31% | -39% | |
| S&P 500 Max Drawdown | -5% | -25% | -10% | -8% | -19% | -9% | |
[1] Cumulative total returns since the beginning of 2021
[2] Peers: SLGN, TRS, OI, DSS, BALL.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2026 data is for the year up to 9/4/2026 (YTD)
How Low Can It Go
| Event | GEF | S&P 500 |
|---|---|---|
| 2025 US Tariff Shock | ||
| % Loss | -18.6% | -18.8% |
| % Gain to Breakeven | 22.8% | 23.1% |
| Time to Breakeven | 58 days | 79 days |
| Summer-Fall 2023 Five Percent Yield Shock | ||
| % Loss | -14.7% | -9.5% |
| % Gain to Breakeven | 17.2% | 10.5% |
| Time to Breakeven | 396 days | 24 days |
| 2023 SVB Regional Banking Crisis | ||
| % Loss | -17.7% | -6.7% |
| % Gain to Breakeven | 21.5% | 7.1% |
| Time to Breakeven | 84 days | 31 days |
| 2020 COVID-19 Crash | ||
| % Loss | -39.5% | -33.7% |
| % Gain to Breakeven | 65.3% | 50.9% |
| Time to Breakeven | 85 days | 140 days |
| Q4 2018 Fed Policy Error / Growth Scare | ||
| % Loss | -37.9% | -19.2% |
| % Gain to Breakeven | 61.0% | 23.8% |
| Time to Breakeven | 694 days | 105 days |
| 2015-2016 China Devaluation / Global Growth Scare | ||
| % Loss | -23.4% | -12.2% |
| % Gain to Breakeven | 30.6% | 13.9% |
| Time to Breakeven | 31 days | 62 days |
In The Past
Greif's stock fell -18.6% during the 2025 US Tariff Shock. Such a loss loss requires a 22.8% gain to breakeven.
Preserve Wealth
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Asset Allocation
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| Event | GEF | S&P 500 |
|---|---|---|
| 2020 COVID-19 Crash | ||
| % Loss | -39.5% | -33.7% |
| % Gain to Breakeven | 65.3% | 50.9% |
| Time to Breakeven | 85 days | 140 days |
| Q4 2018 Fed Policy Error / Growth Scare | ||
| % Loss | -37.9% | -19.2% |
| % Gain to Breakeven | 61.0% | 23.8% |
| Time to Breakeven | 694 days | 105 days |
| 2015-2016 China Devaluation / Global Growth Scare | ||
| % Loss | -23.4% | -12.2% |
| % Gain to Breakeven | 30.6% | 13.9% |
| Time to Breakeven | 31 days | 62 days |
| 2014-2016 Oil Price Collapse | ||
| % Loss | -45.8% | -6.8% |
| % Gain to Breakeven | 84.5% | 7.3% |
| Time to Breakeven | 203 days | 15 days |
| 2011 US Debt Ceiling Crisis & European Contagion | ||
| % Loss | -34.5% | -17.9% |
| % Gain to Breakeven | 52.8% | 21.8% |
| Time to Breakeven | 1869 days | 123 days |
| 2008-2009 Global Financial Crisis | ||
| % Loss | -60.1% | -53.4% |
| % Gain to Breakeven | 150.4% | 114.4% |
| Time to Breakeven | 647 days | 1085 days |
In The Past
Greif's stock fell -18.6% during the 2025 US Tariff Shock. Such a loss loss requires a 22.8% gain to breakeven.
Preserve Wealth
Limiting losses and compounding gains is essential to preserving wealth.
Asset Allocation
Actively managed asset allocation strategies protect wealth. Learn more.
About Greif (GEF)
Greif, Inc. (GEF) is a global industrial company primarily engaged in the production and sale of diverse packaging products and services. The company operates through three main segments: Global Industrial Packaging, Paper Packaging & Services, and Land Management, catering to a wide array of industrial and commercial customers worldwide.
Its Global Industrial Packaging segment is a leading provider of various industrial containers and related services. This includes manufacturing steel, fiber, and plastic drums, rigid and flexible intermediate bulk containers (IBCs), closure systems, and transit protection products. Greif also offers container life cycle management, logistics, and warehousing services. These solutions are vital for industries such as chemicals, paints and pigments, food and beverage, petroleum, agriculture, and pharmaceuticals.
The Paper Packaging & Services segment focuses on producing containerboards, corrugated sheets and containers, and recycled paperboard. These products serve customers in the packaging, automotive, food, and building products markets, providing essential materials for shipping and protecting various goods from home appliances to groceries. Complementing its industrial operations, the Land Management segment is involved in harvesting and regenerating timber properties, as well as selling timberland, owning a significant acreage in the southeastern United States.
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Here are 1-3 brief analogies for Greif (GEF):
- Greif is like International Paper, but they also manufacture a full range of industrial steel, plastic, and fiber drums, as well as specialized containers for businesses worldwide.
- Imagine Weyerhaeuser not only managing vast timberlands but also being a global leader in manufacturing all kinds of industrial packaging, from paperboard boxes to metal and plastic drums.
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- Industrial Drums: Greif produces steel, fiber, and plastic drums for industrial use.
- Intermediate Bulk Containers (IBCs): The company manufactures rigid and flexible bulk containers for various industrial applications.
- Paperboard Products: Greif offers containerboards, corrugated sheets and containers, and recycled paperboard.
- Timber: The company engages in harvesting and regeneration of timber, and the sale of timberland properties.
- Packaging Services: Greif provides container life cycle management, filling, logistics, warehousing, and other packaging support services.
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Greif (GEF) sells its industrial packaging products, paper packaging products, and timber primarily to other companies (Business-to-Business).
Based on the provided background information, Greif's major customers are companies operating within the following industries:
- Chemicals
- Paints and Pigments
- Food and Beverage
- Petroleum
- Industrial Coatings
- Agriculture
- Pharmaceuticals
- Mineral Product
- Construction
- Packaging (for containerboards, corrugated sheets, and other corrugated and specialty products)
- Automotive
- Building Products
The provided company description does not list the specific names of these customer companies, nor their stock symbols.
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Ole Rosgaard, President and Chief Executive Officer
Ole Rosgaard was appointed CEO in February 2022 and has been an executive officer of Greif since 2015. He has extensive experience spanning private, private equity, and public multinational companies, with significant expertise in mergers, acquisitions, and strategic business transformation. Before joining Greif, he served as Group Managing Director for one of the world's largest roofing manufacturers, where he successfully turned around and grew several underperforming businesses. Prior to that, he was a Managing Director for a leading global window company group. He has lived in five countries and worked across five continents.
Larry A. Hilsheimer, Executive Vice President, Chief Financial Officer
Larry Hilsheimer joined Greif in May 2014 as Chief Financial Officer. His previous roles include Executive Vice President and Chief Financial Officer of Scotts Miracle-Gro, and Executive Vice President, Chief Financial Officer, President, and Chief Operating Officer of multiple business units at Nationwide Mutual Insurance Company. Earlier in his career, he was Vice Chairman and Regional Managing Partner for Deloitte & Touche USA, LLP. He currently serves on the Board of Directors of IBP (NYSE), Battelle for Kids, Root Insurance Company, and the National Veterans Memorial and Museum.
Bala V. Sathyanarayanan, Executive Vice President & Chief Human Resources Officer
Bala V. Sathyanarayanan focuses on developing a world-class, diverse, and engaged workforce at Greif. Before Greif, he served as Executive Vice President for Human Resources at Xerox Corporation. He also led the human resource function for the Americas Enterprise Business at Hewlett-Packard and held leadership roles at Avaya Inc., Coca Cola Inc., and United Technologies Inc.
Tim Bergwall, Senior Vice President, Chief Commercial Officer
Tim Bergwall leads global sales, marketing, and sustainability activities for Greif. He previously served as Group President of Paper Packaging & Services and Soterra Land Management LLC starting in 2014. With over 35 years of experience in the paper packaging industry, he has held leadership positions in both large integrated companies, such as Union Camp Corporation, and smaller independent firms.
Kimberly Kellermann, Senior Vice President, Chief Operations Officer
Kimberly Kellermann has a 30-year career spanning multiple industries, marked by transformative leadership, growth, innovation, and a commitment to operational excellence. She holds a Bachelor of Science in Industrial and Systems Engineering and an Executive MBA from The Ohio State University, and she also completed the Leading Global Businesses program at Harvard Business School.
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Here are the key risks to Greif's business:
- Raw Material Price Volatility and Supply Chain Disruptions: Greif's profitability is significantly exposed to fluctuations in the cost of key raw materials such as steel, plastic, and various forms of fiber for its industrial and paper packaging products. Unpredictable changes in global events, geopolitical shifts, and natural disasters can cause rapid and unpredictable changes in raw material prices, directly impacting production costs. Additionally, these events can lead to supply chain disruptions, affecting the availability and timely delivery of essential materials.
- Market and Economic Conditions, Industrial Contraction, and Competition: As a global producer of industrial and paper packaging, Greif operates in cyclical industries sensitive to general economic or business conditions and macroeconomic uncertainty. Periods of industrial contraction can lead to reduced demand for its products across diverse end markets, including chemicals, food and beverage, and automotive. Furthermore, the company faces intense competition in each of its business segments, and the consolidation of its customer base and suppliers can intensify pricing pressures and limit supply sources.
- Regulatory and Environmental Compliance: Greif is subject to various environmental, health, and safety laws and regulations globally. Compliance with these evolving regulations may require significant capital expenditures and operational adjustments. Beyond traditional compliance, the company also faces risks related to managing stakeholder expectations concerning environmental, social, and governance (ESG) matters. Failure to respond effectively to these expectations, or being inaccurately perceived on public positions related to ESG issues, could adversely affect Greif's reputation and business results.
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Greif, Inc. (GEF) operates in several industrial packaging and paper packaging markets. The addressable market sizes for its main products and services are as follows:
- Industrial Drums (Global): The global industrial drums market size was valued at approximately USD 16.40 billion in 2025 and is projected to reach USD 31.14 billion by 2034, growing at a CAGR of 7.46%.
- Steel Drums (Global): The global steel drums market size was estimated at USD 10.06 billion in 2025 and is projected to reach USD 19.72 billion by 2034, with a CAGR of 7.87%. Another source states the market was valued at USD 13.9 billion in 2025 and is projected to reach USD 21.5 billion by 2032.
- Fiber Drums (Global): The global fiber drums market was valued at USD 1.47 billion in 2025 and is projected to reach USD 2.43 billion by 2032, with a CAGR of 7.44%. Another source indicates a value of USD 1.2 billion in 2026, projected to reach USD 1.8 billion by 2036.
- Plastic Drums (Global): The global plastic drums market size was valued at USD 4.1 billion in 2024 and is projected to grow to USD 6.3 billion by 2030, expanding at a CAGR of 6.0%. Another estimate for 2025 is USD 2.64 billion, growing to USD 3.67 billion by 2033.
- Intermediate Bulk Containers (IBCs) (Global): The global intermediate bulk container market size was estimated at USD 14.07 billion in 2022 and is projected to reach USD 21.13 billion by 2030, with a CAGR of 5.2%. Another source states the market was valued at USD 10.47 billion in 2025 and is projected to grow to USD 17.63 billion by 2034.
- Flexible Intermediate Bulk Containers (FIBCs) (Global): The global flexible intermediate bulk container market size was estimated at USD 5.56 billion in 2024 and is projected to reach USD 11.21 billion by 2035, growing at a CAGR of 6.58%. Another projection for 2025 is USD 6.0 billion, growing to USD 11.1 billion by 2035.
- Containerboard (Global): The global containerboard market size was valued at USD 141.43 billion in 2025 and is projected to reach USD 175.89 billion by 2034, with a CAGR of 2.51%. Another estimate for 2025 is USD 123.83 billion, reaching USD 156.97 billion by 2035.
- Corrugated Packaging (Global): The global corrugated packaging market size was valued at USD 233.8 billion in 2024 and is projected to reach USD 380 billion by 2034, growing at a CAGR of 5%. Another report estimates the market at USD 325.37 billion in 2025, reaching USD 496.29 billion by 2035.
- Recycled Paperboard (Global): The global uncoated recycled paperboard market was valued at USD 20.96 billion in 2025 and is anticipated to reach USD 31.94 billion by 2035. The global coated recycled paperboard market is estimated at USD 8.3 billion in 2025 and is projected to reach USD 13.2 billion by 2035. The broader recycled paper market was valued at USD 37.39 billion in 2024 and is projected to reach USD 53.68 billion by 2033.
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Greif, Inc. (GEF) is expected to drive future revenue growth over the next 2-3 years through several key strategies and market dynamics:
- Strategic Acquisitions in High-Margin Segments: Greif has been actively pursuing strategic acquisitions to expand its presence in higher-growth and higher-margin sectors. For example, in 2024, the company significantly expanded its European footprint with the acquisition of Ipackchem, a key player in polymer containers, bolstering its position in pharmaceuticals and agrochemicals. Greif also acquired Delta Containers Manchester and Enterprize Container Corporation in late 2024, enhancing its Intermediate Bulk Container (IBC) reconditioning and recycling capabilities across the UK, Ireland, and the U.S. These acquisitions are a direct driver of increased revenue.
- Expansion into High-Growth End Markets and Polymer-Based Products: The company is strategically shifting its focus towards higher-growth, higher-margin products and targeting key end markets that demonstrate strong demand for advanced packaging solutions. Greif aims to expand in polymer and small plastic container segments and is focusing on high-growth end markets such as Food & Beverage, Pharma & Medical, Flavors & Fragrances, and Agrochemicals. These markets are expected to grow faster than the GDP.
- Increased Volumes from Recovery in Industrial Demand: Greif's performance has recently been impacted by soft industrial demand, particularly in North America, leading to lower volumes in some segments. However, analysts and company commentary suggest a potential recovery in packaging demand as global manufacturing and industrial activity rebound. An improvement in industrial activity is anticipated to lead to increased volumes across Greif's product lines, thereby boosting revenue.
- Investment in New, Sustainable Packaging Facilities and Solutions: Greif is investing in new, state-of-the-art facilities to boost its capacity for recycled and recyclable packaging solutions. Examples include a new bulk corrugated facility in Dallas, Texas, and an expansion into Malaysia. This focus on sustainable solutions and increased capacity is expected to cater to evolving market demands and drive organic revenue growth.
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Share Repurchases
- A new share repurchase authorization of $300 million was approved.
- Approximately $130 million of a $150 million buyback program was completed as of Q1 2026.
- By late 2025, Greif had completed $338.63 million in buybacks under its ongoing share repurchase plan.
Outbound Investments
- Greif divested its Containerboard business, including its CorrChoice sheet feeder network, for $1.8 billion to Packaging Corporation of America, with the transaction closing on August 31, 2025.
- The company sold its timberland properties for approximately $462 million, with the transaction closing on October 1, 2025.
- Greif has completed a total of 11 acquisitions, with the most recent being Ipackchem, a manufacturer of rigid plastic packaging products, acquired in March 2024.
Capital Expenditures
- Capital expenditures totaled $150.01 million in the last 12 months prior to March 2026.
- Greif's capital allocation strategy supports continued investment in organic growth.
- The divestment of the Containerboard business was intended to enhance capital utilization and reduce recurring capital needs.
Peer Outperformance in Metal, Glass & Plastic Containers
GEF has outperformed 80% of its 10 Metal, Glass & Plastic Containers peers over 5Y. Metal, Glass & Plastic Containers ranks 8th of 15 industries in Materials by median 5Y return. The sector’s gains have largely come from elsewhere.
Share of Metal, Glass & Plastic Containers constituents that GEF has outperformed, by holding period. Peers without a full price history over a given window are excluded from that window.
1Y
80%
of 10 industry peers · 43.4% return
3Y
70%
of 10 industry peers · 35.2% return
5Y
80%
of 10 industry peers · 46.2% return
No Metal, Glass & Plastic Containers peer with a comparable growth profile has beaten GEF by more than 20pp over 5Y.
Median price return by industry across the Materials sector, ranked by 5Y. Metal, Glass & Plastic Containers is GEF's own industry. Use this to see which corners of the sector have carried the returns.
| Industry | Names | 1Y med | 3Y med | 5Y med | Top 3 by 5Y |
|---|---|---|---|---|---|
| Copper | 7 | 100.1% | 81.5% | 291.2% | COPR 1037% · HBM 338% · TGB 338% |
| Silver | 6 | 142.0% | 363.5% | 153.0% | AYA 257% · HL 230% · SVM 184% |
| Gold | 34 | 37.0% | 210.7% | 147.9% | IAG 753% · CNL 596% · OGC 452% |
| Steel | 13 | 28.0% | 58.7% | 146.6% | AMR 427% · HCC 369% · NWPX 318% |
| Aluminum | 3 | 111.7% | 145.6% | 60.5% | CENX 268% · KALU 61% · AA 11% |
| Construction Materials | 7 | -18.1% | 26.0% | 41.7% | USLM 306% · CRH 90% · VMC 52% |
| Diversified Metals & Mining | 24 | -1.5% | -10.5% | 21.2% | ATLX 237757% · USAR 58994% · SGML 924% |
| Metal, Glass & Plastic Containers ← | 11 | -6.7% | 4.8% | 0.7% | KRT 166% · MYE 64% · GEF 46% |
| Paper & Plastic Packaging Products & Materials | 7 | 8.5% | 14.7% | -7.7% | PKG 80% · CCK 9% · SON -5% |
| Specialty Chemicals | 41 | 9.4% | -0.7% | -15.4% | ODC 463% · NEU 184% · CMT 75% |
| Commodity Chemicals | 12 | 19.0% | -12.5% | -27.4% | HWKN 268% · LXU 77% · MEOH 68% |
| Diversified Chemicals | 4 | 1.4% | -28.4% | -30.0% | CBT 72% · ASH -14% · CC -46% |
| Precious Metals & Minerals | 8 | 42.0% | 177.8% | -31.9% | ASM 592% · PPTA 388% · MTA 31% |
| Fertilizers & Agricultural Chemicals | 10 | -4.8% | -0.3% | -32.1% | CF 226% · CTVA 107% · NTR 55% |
| Paper Products | 3 | -19.9% | -52.0% | -96.3% | CLW -39% · MERC -96% · ITP -96% |
Median of constituents with a full price history over each window. Top names are unfiltered by size in this render.
Latest Trefis Analyses
Research & Analysis
Invest in Strategies
Wealth Management
Peer Comparisons
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 40.33 |
| Mkt Cap | 2.7 |
| Rev LTM | 5,364 |
| Op Inc LTM | 408 |
| FCF LTM | 99 |
| FCF 3Y Avg | 15 |
| CFO LTM | 392 |
| CFO 3Y Avg | 536 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | -2.5% |
| Rev Chg 3Y Avg | -4.2% |
| Rev Chg Q | 2.6% |
| QoQ Delta Rev Chg LTM | 0.8% |
| Op Inc Chg LTM | 1.6% |
| Op Inc Chg 3Y Avg | -1.3% |
| Op Mgn LTM | 7.6% |
| Op Mgn 3Y Avg | 7.6% |
| QoQ Delta Op Mgn LTM | -0.3% |
| CFO/Rev LTM | 7.5% |
| CFO/Rev 3Y Avg | 8.2% |
| FCF/Rev LTM | 2.3% |
| FCF/Rev 3Y Avg | 2.4% |
Valuation
| Median | |
|---|---|
| Name | |
| Mkt Cap | 2.7 |
| P/S | 0.8 |
| P/Op Inc | 4.5 |
| P/EBIT | 8.0 |
| P/E | 6.8 |
| P/CFO | 8.7 |
| Total Yield | 7.6% |
| Dividend Yield | 0.9% |
| FCF Yield 3Y Avg | 1.4% |
| D/E | 0.8 |
| Net D/E | 0.7 |
Segment Financials
Revenue by Segment| $ Mil | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|
| Durable Metal Solutions | 1,368 | 1,602 | 1,632 | ||
| Customized Polymer Solutions | 1,170 | 1,135 | 917 | ||
| Sustainable Fiber Solutions | 1,097 | 1,242 | 1,308 | ||
| Innovative Closure Solutions | 298 | 375 | 319 | ||
| Global Industrial Packaging | 3,652 | 3,317 | |||
| Land Management | 22 | 21 | |||
| Paper Packaging & Services | 2,675 | 2,218 | |||
| Total | 3,933 | 4,355 | 4,175 | 6,350 | 5,556 |
| $ Mil | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|
| Durable Metal Solutions | 108 | 135 | 143 | ||
| Sustainable Fiber Solutions | 27 | 88 | 166 | ||
| Customized Polymer Solutions | 27 | 39 | 96 | ||
| Innovative Closure Solutions | 6 | 76 | 21 | ||
| Global Industrial Packaging | 314 | 350 | |||
| Land Management | 9 | 104 | |||
| Paper Packaging & Services | 298 | 131 | |||
| Total | 168 | 338 | 427 | 621 | 585 |
| $ Mil | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|
| Customized Polymer Solutions | 1,873 | 1,819 | |||
| Sustainable Fiber Solutions | 1,848 | 2,789 | |||
| Durable Metal Solutions | 1,184 | 1,184 | |||
| Corporate and other | 458 | 453 | 429 | 438 | 325 |
| Innovative Closure Solutions | 403 | 403 | |||
| Global Industrial Packaging | 2,738 | 2,308 | 2,735 | ||
| Land Management | 253 | 250 | 249 | ||
| Paper Packaging & Services | 2,541 | 2,474 | 2,506 | ||
| Total | 5,767 | 6,648 | 5,961 | 5,470 | 5,816 |
Price Behavior
Price Behavior
| Market Price | $85.00 | |
| Market Cap ($ Bil) | 3.9 | |
| First Trading Date | 02/28/1996 | |
| Distance from 52W High | -5.7% | |
| 50 Days | 200 Days | |
| DMA Price | $81.60 | $70.95 |
| DMA Trend | up | up |
| Distance from DMA | 4.2% | 19.8% |
| 3M | 1YR | |
| Volatility | 27.8% | 24.1% |
| Downside Capture | -24.51 | 37.03 |
| Upside Capture | 117.34 | 70.94 |
| Correlation (SPY) | 10.3% | 23.4% |
GEF Betas & Captures as of 8/31/2026
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | 1.09 | 0.19 | 0.22 | 0.49 | 0.46 | 0.74 |
| Up Beta | 0.91 | -0.46 | -0.01 | 0.36 | 0.48 | 0.82 |
| Down Beta | -0.07 | -1.83 | -0.29 | 0.09 | 0.18 | 0.69 |
| Up Capture | 72% | 129% | 115% | 70% | 57% | 39% |
| Bmk +ve Days | 10 | 21 | 32 | 68 | 138 | 427 |
| Stock +ve Days | 10 | 24 | 39 | 66 | 135 | 370 |
| Down Capture | 238% | 63% | -21% | 63% | 53% | 92% |
| Bmk -ve Days | 11 | 21 | 32 | 59 | 113 | 324 |
| Stock -ve Days | 11 | 18 | 25 | 61 | 116 | 378 |
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with GEF | |
|---|---|---|---|---|
| GEF | 43.5% | 24.1% | 1.44 | - |
| Sector ETF (XLB) | 16.6% | 17.9% | 0.70 | 60.9% |
| Equity (SPY) | 19.7% | 12.8% | 1.13 | 23.2% |
| Gold (GLD) | 24.6% | 29.2% | 0.75 | 12.7% |
| Commodities (DBC) | 43.8% | 20.3% | 1.67 | -31.6% |
| Real Estate (VNQ) | 9.1% | 13.6% | 0.39 | 42.2% |
| Bitcoin (BTCUSD) | -28.1% | 43.8% | -0.63 | 11.0% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 5-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with GEF | |
|---|---|---|---|---|
| GEF | 9.8% | 28.9% | 0.34 | - |
| Sector ETF (XLB) | 6.1% | 19.1% | 0.21 | 55.0% |
| Equity (SPY) | 12.8% | 17.2% | 0.57 | 43.2% |
| Gold (GLD) | 19.1% | 18.8% | 0.82 | 9.0% |
| Commodities (DBC) | 10.7% | 19.5% | 0.43 | 3.6% |
| Real Estate (VNQ) | 1.7% | 18.9% | -0.01 | 42.9% |
| Bitcoin (BTCUSD) | 10.2% | 52.6% | 0.38 | 19.1% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 10-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with GEF | |
|---|---|---|---|---|
| GEF | 11.0% | 35.4% | 0.39 | - |
| Sector ETF (XLB) | 10.0% | 20.7% | 0.43 | 59.7% |
| Equity (SPY) | 15.3% | 17.9% | 0.72 | 51.3% |
| Gold (GLD) | 12.4% | 16.3% | 0.62 | 2.7% |
| Commodities (DBC) | 7.9% | 18.1% | 0.35 | 14.1% |
| Real Estate (VNQ) | 4.8% | 20.7% | 0.19 | 43.3% |
| Bitcoin (BTCUSD) | 63.7% | 66.2% | 1.03 | 13.0% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Returns Analyses
Earnings Returns History
Updated 9/2/2026| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 7/31/2026 | -0.9% | 2.1% | -3.7% |
| 5/1/2026 | 2.4% | 4.2% | -4.4% |
| 2/2/2026 | 0.9% | 3.5% | -0.1% |
| 11/10/2025 | 1.8% | 2.4% | 15.7% |
| 8/29/2025 | -2.5% | -8.4% | -10.8% |
| 6/9/2025 | -1.7% | -1.1% | 3.3% |
| 3/3/2025 | -1.6% | -0.3% | 0.5% |
| 12/5/2024 | -2.3% | -3.6% | -14.2% |
| ... | |||
| SUMMARY STATS | |||
| # Positive | 8 | 8 | 11 |
| # Negative | 17 | 17 | 14 |
| Median Positive | 1.9% | 2.9% | 3.6% |
| Median Negative | -1.7% | -2.7% | -4.5% |
| Max Positive | 5.0% | 13.3% | 20.0% |
| Max Negative | -6.6% | -10.0% | -14.2% |
| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 7/31/2026 | -0.9% | 2.1% | -3.7% |
| 5/1/2026 | 2.4% | 4.2% | -4.4% |
| 2/2/2026 | 0.9% | 3.5% | -0.1% |
| 11/10/2025 | 1.8% | 2.4% | 15.7% |
| 8/29/2025 | -2.5% | -8.4% | -10.8% |
| 6/9/2025 | -1.7% | -1.1% | 3.3% |
| 3/3/2025 | -1.6% | -0.3% | 0.5% |
| 12/5/2024 | -2.3% | -3.6% | -14.2% |
| 9/3/2024 | -1.4% | -2.2% | 1.7% |
| 6/7/2024 | -0.1% | -0.4% | -8.0% |
| 3/1/2024 | -1.1% | -1.3% | 6.8% |
| 12/11/2023 | -1.3% | 3.4% | 3.4% |
| 9/5/2023 | -0.7% | -2.4% | -4.9% |
| 6/13/2023 | -1.0% | -4.2% | 0.4% |
| 3/3/2023 | -2.7% | -7.2% | -4.7% |
| 12/13/2022 | 0.8% | -1.3% | 3.8% |
| 9/6/2022 | 2.0% | 0.6% | -5.0% |
| 6/10/2022 | -6.6% | -10.0% | -4.3% |
| 3/4/2022 | -5.4% | -2.3% | 3.6% |
| 12/10/2021 | -3.5% | -2.7% | -0.1% |
| 9/3/2021 | -3.5% | -4.7% | -0.4% |
| 6/11/2021 | -3.8% | -5.8% | -6.6% |
| 2/26/2021 | 5.0% | 13.3% | 20.0% |
| 12/14/2020 | 3.7% | 0.2% | 11.9% |
| 9/1/2020 | 1.3% | -2.9% | -2.9% |
| SUMMARY STATS | |||
| # Positive | 8 | 8 | 11 |
| # Negative | 17 | 17 | 14 |
| Median Positive | 1.9% | 2.9% | 3.6% |
| Median Negative | -1.7% | -2.7% | -4.5% |
| Max Positive | 5.0% | 13.3% | 20.0% |
| Max Negative | -6.6% | -10.0% | -14.2% |
SEC Filings
Expand for More| Report Date | Filing Date | Filing |
|---|---|---|
| 06/30/2026 | 07/29/2026 | 10-Q |
| 03/31/2026 | 04/29/2026 | 10-Q |
| 12/31/2025 | 01/30/2026 | 10-Q |
| 09/30/2025 | 11/19/2025 | 10-KT |
| 07/31/2025 | 08/28/2025 | 10-Q |
| 04/30/2025 | 06/05/2025 | 10-Q |
| 01/31/2025 | 02/27/2025 | 10-Q |
| 10/31/2024 | 12/23/2024 | 10-K |
| 07/31/2024 | 08/29/2024 | 10-Q |
| 04/30/2024 | 06/06/2024 | 10-Q |
| 01/31/2024 | 02/29/2024 | 10-Q |
| 10/31/2023 | 12/18/2023 | 10-K |
| 07/31/2023 | 08/31/2023 | 10-Q |
| 04/30/2023 | 06/08/2023 | 10-Q |
| 01/31/2023 | 03/03/2023 | 10-Q |
| 10/31/2022 | 12/16/2022 | 10-K |
| Report Date | Filing Date | Filing |
|---|---|---|
| 06/30/2026 | 07/29/2026 | 10-Q |
| 03/31/2026 | 04/29/2026 | 10-Q |
| 12/31/2025 | 01/30/2026 | 10-Q |
| 09/30/2025 | 11/19/2025 | 10-KT |
| 07/31/2025 | 08/28/2025 | 10-Q |
| 04/30/2025 | 06/05/2025 | 10-Q |
| 01/31/2025 | 02/27/2025 | 10-Q |
| 10/31/2024 | 12/23/2024 | 10-K |
| 07/31/2024 | 08/29/2024 | 10-Q |
| 04/30/2024 | 06/06/2024 | 10-Q |
| 01/31/2024 | 02/29/2024 | 10-Q |
| 10/31/2023 | 12/18/2023 | 10-K |
| 07/31/2023 | 08/31/2023 | 10-Q |
| 04/30/2023 | 06/08/2023 | 10-Q |
| 01/31/2023 | 03/03/2023 | 10-Q |
| 10/31/2022 | 12/16/2022 | 10-K |
| 07/31/2022 | 09/01/2022 | 10-Q |
| 04/30/2022 | 06/09/2022 | 10-Q |
| 01/31/2022 | 03/04/2022 | 10-Q |
| 10/31/2021 | 12/16/2021 | 10-K |
| 07/31/2021 | 09/02/2021 | 10-Q |
| 04/30/2021 | 06/09/2021 | 10-Q |
| 01/31/2021 | 02/26/2021 | 10-Q |
| 10/31/2020 | 12/17/2020 | 10-K |
| 07/31/2020 | 08/28/2020 | 10-Q |
| 04/30/2020 | 06/04/2020 | 10-Q |
| 01/31/2020 | 02/28/2020 | 10-Q |
| 10/31/2019 | 12/18/2019 | 10-K |
Recent Forward Guidance
Updated 8/1/2026Latest: Q3 2026 Earnings Reported 7/31/2026
| Forward Guidance | Guidance Change | |||||||
|---|---|---|---|---|---|---|---|---|
| Metric | Source | Low | Mid | High | % Chg | % Delta | Change | Prior |
| 2026 Adjusted EBITDA | Reported | 615.00 Mil | 625.00 Mil | 635.00 Mil | 2.5% | Raised | Guidance: 610.00 Mil for 2026 | |
| 2026 Tax Rate | Reported | 24.0% | 26.0% | 28.0% | -2.0% | Lowered | Guidance: 28.0% for 2026 | |
| 2026 Tax Rate excluding adjustments | Reported | 25.0% | 27.0% | 29.0% | -3.0% | Lowered | Guidance: 30.0% for 2026 | |
| 2026 Adjusted Free Cash Flow | Reported | 305.00 Mil | 315.00 Mil | 325.00 Mil | 0 | Affirmed | Guidance: 315.00 Mil for 2026 | |
Prior: Q2 2026 Earnings Reported 5/1/2026
| Forward Guidance | Guidance Change | |||||||
|---|---|---|---|---|---|---|---|---|
| Metric | Source | Low | Mid | High | % Chg | % Delta | Change | Prior |
| 2026 Adjusted EBITDA | Reported | 610.00 Mil | -3.2% | Lowered | Guidance: 630.00 Mil for 2026 | |||
| 2026 Tax Rate | Reported | 26.0% | 28.0% | 30.0% | 0 | Affirmed | Guidance: 28.0% for 2026 | |
| 2026 Tax Rate Excluding Adjustments | Reported | 28.0% | 30.0% | 32.0% | 0 | Affirmed | Guidance: 30.0% for 2026 | |
| 2026 Adjusted free cash flow | Reported | 315.00 Mil | 0 | Affirmed | Guidance: 315.00 Mil for 2026 | |||
Q1 2026 Earnings Reported 2/2/2026
| Forward Guidance | Guidance Change | |||||||
|---|---|---|---|---|---|---|---|---|
| Metric | Source | Low | Mid | High | % Chg | % Delta | Change | Prior |
| 2026 Adjusted EBITDA | Reported | 630.00 Mil | 0 | Affirmed | Guidance: 630.00 Mil for 2026 | |||
| 2026 Tax Rate | Reported | 26.0% | 28.0% | 30.0% | ||||
| 2026 Adjusted Free Cash Flow | Reported | 315.00 Mil | 0 | Affirmed | Guidance: 315.00 Mil for 2026 | |||
| 2026 Share Repurchases | Reported | 0.02 | ||||||
Q4 2025 Earnings Reported 11/10/2025
| Forward Guidance | Guidance Change | |||||||
|---|---|---|---|---|---|---|---|---|
| Metric | Source | Low | Mid | High | % Chg | % Delta | Change | Prior |
| 2026 Adjusted EBITDA | Reported | 630.00 Mil | -13.7% | Lower New | Actual: 730.00 Mil for 2025 | |||
| 2026 Adjusted Free Cash Flow | Reported | 315.00 Mil | 1.6% | Higher New | Actual: 310.00 Mil for 2025 | |||
Insider Activity
Updated 8/25/2026| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Sathyanarayanan, Bala | EVP, Chief Human Resources Off | Direct | Sell | 8252026 | 109.67 | 1,000 | 109,665 | 827,861 | Form |
| 2 | Bergwall, Timothy | SVP, Chief Commercial Officer | Direct | Sell | 8102026 | 87.06 | 2,000 | 174,119 | 4,860,671 | Form |
| 3 | Hilsheimer, Lawrence A | EVP and CFO | Direct | Sell | 8102026 | 88.66 | 21,500 | 1,906,227 | 2,289,708 | Form |
| 4 | Sathyanarayanan, Bala | EVP, Chief Human Resources Off | Direct | Sell | 8102026 | 88.60 | 1,146 | 101,536 | 1,889,248 | Form |
| 5 | Hilsheimer, Lawrence A | EVP and CFO | Direct | Sell | 8102026 | 88.51 | 20,254 | 1,792,693 | 4,188,755 | Form |
| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Sathyanarayanan, Bala | EVP, Chief Human Resources Off | Direct | Sell | 8252026 | 109.67 | 1,000 | 109,665 | 827,861 | Form |
| 2 | Bergwall, Timothy | SVP, Chief Commercial Officer | Direct | Sell | 8102026 | 87.06 | 2,000 | 174,119 | 4,860,671 | Form |
| 3 | Hilsheimer, Lawrence A | EVP and CFO | Direct | Sell | 8102026 | 88.66 | 21,500 | 1,906,227 | 2,289,708 | Form |
| 4 | Sathyanarayanan, Bala | EVP, Chief Human Resources Off | Direct | Sell | 8102026 | 88.60 | 1,146 | 101,536 | 1,889,248 | Form |
| 5 | Hilsheimer, Lawrence A | EVP and CFO | Direct | Sell | 8102026 | 88.51 | 20,254 | 1,792,693 | 4,188,755 | Form |
| 6 | Rosgaard, Ole G | President and CEO | Direct | Sell | 8042026 | 86.68 | 40,087 | 3,474,733 | 7,650,996 | Form |
| 7 | Bergwall, Timothy | SVP, Chief Commercial Officer | Direct | Sell | 7132026 | 73.14 | 2,000 | 146,289 | 4,668,920 | Form |
| 8 | Bergwall, Timothy | SVP, Chief Commercial Officer | Direct | Sell | 6112026 | 65.26 | 2,000 | 130,511 | 4,295,877 | Form |
| 9 | Bergwall, Timothy | SVP, Chief Commercial Officer | Direct | Sell | 5112026 | 67.66 | 2,000 | 135,325 | 4,589,652 | Form |
| 10 | Bergwall, Timothy | SVP, Chief Commercial Officer | Direct | Sell | 4162026 | 70.42 | 2,000 | 140,834 | 4,917,342 | Form |
| 11 | Bergwall, Timothy | SVP, Chief Commercial Officer | Direct | Sell | 3112026 | 67.49 | 2,000 | 134,977 | 4,847,818 | Form |
| 12 | Sathyanarayanan, Bala | EVP, Chief Human Resources Off | Direct | Sell | 3032026 | 71.99 | 8,524 | 613,643 | 1,617,568 | Form |
| 13 | Sathyanarayanan, Bala | EVP, Chief Human Resources Off | Direct | Sell | 3032026 | 72.83 | 3,083 | 224,526 | 2,257,152 | Form |
| 14 | Sathyanarayanan, Bala | EVP, Chief Human Resources Off | Direct | Sell | 2172026 | 76.67 | 2,731 | 209,386 | 2,612,633 | Form |
| 15 | Bergwall, Timothy | SVP, Chief Commercial Officer | Direct | Sell | 2112026 | 74.11 | 2,000 | 148,218 | 5,471,582 | Form |
| 16 | Sathyanarayanan, Bala | EVP, Chief Human Resources Off | Direct | Buy | 2112026 | 87.22 | 1,819 | 158,645 | 745,606 | Form |
| 17 | Sathyanarayanan, Bala | EVP, Chief Human Resources Off | Direct | Buy | 2062026 | 88.10 | 1,811 | 159,542 | 592,885 | Form |
| 18 | Leahy, Matthew B | SVP SBU GM Innovative Closure | Direct | Sell | 2062026 | 73.82 | 1,300 | 95,966 | 202,177 | Form |
| 19 | Benner, Gaylord | SVP SBGM Sust. Fiber Solutions | Direct | Sell | 2062026 | 75.58 | 2,800 | 211,624 | 541,397 | Form |
| 20 | Sathyanarayanan, Bala | EVP, Chief Human Resources Off | Direct | Sell | 2052026 | 74.90 | 10,838 | 811,766 | 2,756,870 | Form |
| 21 | Sathyanarayanan, Bala | EVP, Chief Human Resources Off | Direct | Buy | 2052026 | 89.22 | 200 | 17,845 | 438,898 | Form |
| 22 | Hilsheimer, Lawrence A | EVP and CFO | Direct | Buy | 2052026 | 91.18 | 6,705 | 611,365 | 18,912,297 | Form |
| 23 | Kellermann, Kimberly Anne | SVP, Chief Operations Officer | Direct | Sell | 2052026 | 71.99 | 5,265 | 379,027 | 418,118 | Form |
| 24 | Sathyanarayanan, Bala | EVP, Chief Human Resources Off | Direct | Sell | 2052026 | 72.29 | 2,499 | 180,653 | 3,444,282 | Form |
| 25 | Sathyanarayanan, Bala | EVP, Chief Human Resources Off | Direct | Buy | 2052026 | 87.69 | 100 | 8,769 | 413,809 | Form |
| 26 | Hilsheimer, Lawrence A | EVP and CFO | Direct | Sell | 2052026 | 71.83 | 22,778 | Form | ||
| 27 | Hilsheimer, Lawrence A | EVP and CFO | Direct | Buy | 2052026 | 87.42 | 11,617 | 1,015,525 | 18,111,614 | Form |
| 28 | Bergwall, Timothy | SVP, Chief Commercial Officer | Direct | Sell | 1142026 | 71.54 | 2,000 | 143,072 | 4,197,551 | Form |
| 29 | Rosgaard, Ole G | President and CEO | Direct | Sell | 12172025 | 70.24 | 9,733 | 683,646 | 4,545,044 | Form |
| 30 | Bergwall, Timothy | SVP, Chief Commercial Officer | Direct | Sell | 12122025 | 64.98 | 2,000 | 129,965 | 3,942,985 | Form |
| 31 | Sathyanarayanan, Bala | EVP, Chief Human Resources Off | Direct | Sell | 12122025 | 66.62 | 7,000 | 466,340 | 2,513,213 | Form |
| 32 | Hilsheimer, Lawrence A | EVP and CFO | Direct | Buy | 11212025 | 65.49 | 1,125 | 73,675 | 13,135,043 | Form |
| 33 | Hilsheimer, Lawrence A | EVP and CFO | Direct | Buy | 11212025 | 65.55 | 1,000 | 65,552 | 13,074,053 | Form |
| 34 | Hilsheimer, Lawrence A | EVP and CFO | Direct | Buy | 11192025 | 65.49 | 1,000 | 65,490 | 12,996,038 | Form |
| 35 | Hilsheimer, Lawrence A | EVP and CFO | Direct | Buy | 11192025 | 65.65 | 1,000 | 65,651 | 12,962,357 | Form |
| 36 | Hilsheimer, Lawrence A | EVP and CFO | Direct | Sell | 11192025 | 60.72 | 4,500 | 273,240 | 3,784,456 | Form |
| 37 | Hilsheimer, Lawrence A | EVP and CFO | Direct | Buy | 11172025 | 67.90 | 8,342 | 566,458 | 13,339,388 | Form |
| 38 | Martz, Gary R | EVP & General Counsel | Direct | Buy | 11142025 | 65.69 | 5,000 | 328,431 | 1,845,780 | Form |
| 39 | Martz, Gary R | EVP & General Counsel | Direct | Sell | 11132025 | 60.48 | 5,000 | 302,375 | 3,821,201 | Form |
| 40 | Bergwall, Timothy | SVP, Chief Commercial Officer | Direct | Sell | 11132025 | 60.00 | 2,000 | 120,000 | 3,760,653 | Form |
| 41 | Hilsheimer, Lawrence A | EVP and CFO | Direct | Buy | 11132025 | 66.01 | 21,751 | 1,435,874 | 12,417,395 | Form |
| 42 | Hoffman, Leonard Dennis JR | Senior VP, General Counsel | Direct | Buy | 11132025 | 62.74 | 200 | 12,548 | 12,548 | Form |
| 43 | Hilsheimer, Lawrence A | EVP and CFO | Direct | Sell | 11132025 | 59.58 | 33,851 | 2,016,876 | 3,981,581 | Form |
| 44 | Bergwall, Timothy | SVP, Chief Commercial Officer | Direct | Sell | 10222025 | 60.09 | 2,000 | 120,180 | 3,886,461 | Form |
| 45 | Bergwall, Timothy | SVP, Chief Commercial Officer | Direct | Sell | 9112025 | 60.55 | 2,000 | 121,091 | 4,037,039 | Form |
| 46 | Bergwall, Timothy | SVP, Chief Commercial Officer | Direct | Sell | 8122025 | 66.50 | 2,000 | 133,003 | 4,567,146 | Form |
Investor Activity (13F)
Updated Sep 6, 202613F holdings as of Mar 31, 2026 (Q1 2026)
Active managers (13F portfolio over $250M, at least 3 holdings) with a position over $5M that is either over 10% of their portfolio or held in a concentrated book of 50 or fewer total positions. Index/ETF, sovereign, bank, community-bank and charitable/donor-advised filers are excluded.
| Active Manager |
|---|
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