Smurfit Westrock plc(SW)Stock Analysis
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Pending next ranking run
This company passes all size and coverage filters but hasn't been included in the latest quarterly ranking run. Rankings refresh on Jan 1, Apr 1, Jul 1, Oct 1.
Financial data, filings, and institutional holdings below are still tracked in full — only the proprietary quality composite is unavailable for this name.
SW Stock Analysis & AI Quality Score
AI stock analysis and institutional research for Smurfit Westrock plc (SW), a Materials sector company. SW is not currently included in 13F Pro's AI-ranked quality universe — this company passes all size and coverage filters but hasn't been included in the latest quarterly ranking run. rankings refresh on jan 1, apr 1, jul 1, oct 1. Based on the latest XBRL financial filings (Q1 2026), Smurfit Westrock plc reports quarterly revenue of $7.7B, net income of $65.0M, an operating margin of 3.3%. Top institutional holders of SW by reported 13-F value include BlackRock,, Capital Research Global Investors, VANGUARD CAPITAL MANAGEMENT, based on the most recent SEC filings. SW trades on the NYSE exchange and files with the SEC under CIK 2005951. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate SW daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for Smurfit Westrock plc directly from SEC EDGAR.
Revenue
Q1 2026
$7.7B
Net Income
Q1 2026
$65.0M
Free Cash Flow
Q1 2026
$-420.0M
Operating Margin
Q1 2026
3.3%
ROIC
Q1 2026
0.8%
D/E Ratio
Q1 2026
0.79
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · Pro+Revenue
+157.8% YoYNet Income
-15.3% YoYOperating Income
+25.3% YoYEPS (Diluted)
-58.0% YoYTotal Assets
+221.4% YoYTotal Debt
+267.6% YoYOp. Cash Flow
+117.6% YoY| Metric | FY 2025 | FY 2023 | FY 2022 | FY 2021 |
|---|---|---|---|---|
| Revenue | $31.18B +157.8% | $12.09B -10.5% | $13.51B | — |
| Net Income | $699.0M -15.3% | $825.0M -20.2% | $1.03B | — |
| Operating Income | $1.72B +25.3% | $1.37B -11.9% | $1.56B | — |
| EPS (Diluted) | $1.33 -58.0% | $3.17 -19.9% | $3.96 | — |
| Total Assets | $45.16B +221.4% | $14.05B | — | — |
| Total Debt | $13.77B +267.6% | $3.75B | — | — |
| Operating Cash Flow | $3.39B +117.6% | $1.56B +8.8% | $1.43B | — |
AI Insight: SW Ratio Trends
Smurfit Westrock's Q1 2026 profitability metrics hit multi-quarter lows, with operating margin at 3.3% and ROIC at 3.1%, erasing the Q1 2025 peak.
• Operating margin peaked at 7.2% in Q1 2025 but collapsed to 3.3% in Q1 2026, the weakest quarterly reading in the visible dataset.
• ROIC followed the same arc: 6.9% in Q1 2025, down to 3.1% in Q1 2026, matching the Q2 2025 trough.
• D/E ratio has oscillated narrowly between 0.75 and 0.81, with Q4 2025 at 0.75 offering modest deleveraging progress.
⚠ Q1 appears structurally weak vs. Q3: operating margin 3.3% vs. 6.6% — seasonal or structural deterioration warrants monitoring.
⚠ NPM turned negative in Q2 2025 at -0.4%; Q1 2026 at 0.8% is thin, leaving little buffer against cost or volume headwinds.
⚠ D/E ticked back up to 0.79 in Q1 2026 after touching 0.75 in Q4 2025 — deleveraging momentum has stalled.
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Available Research
13F Pro tracks comprehensive data for Smurfit Westrock plc including:
Top Institutional Holders of SW
BlackRock, Inc.
$1.8B44,804,829 shCapital Research Global Investors
$1.6B38,971,751 shVANGUARD CAPITAL MANAGEMENT LLC
$1.4B33,960,747 shSTATE STREET CORP
$1.0B25,258,844 shNuveen, LLC
$979.9M24,590,686 shVANGUARD PORTFOLIO MANAGEMENT LLC
$969.0M24,315,691 shCAUSEWAY CAPITAL MANAGEMENT LLC
$620.3M15,566,028 shGEODE CAPITAL MANAGEMENT, LLC
$566.4M14,265,503 shOrbis Allan Gray Ltd
$548.9M13,775,054 shFRANKLIN RESOURCES INC
$515.7M12,932,618 sh
| Fund | Value | Shares |
|---|---|---|
| BlackRock, Inc. | $1.8B | 44,804,829 |
| Capital Research Global Investors | $1.6B | 38,971,751 |
| VANGUARD CAPITAL MANAGEMENT LLC | $1.4B | 33,960,747 |
| STATE STREET CORP | $1.0B | 25,258,844 |
| Nuveen, LLC | $979.9M | 24,590,686 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $969.0M | 24,315,691 |
| CAUSEWAY CAPITAL MANAGEMENT LLC | $620.3M | 15,566,028 |
| GEODE CAPITAL MANAGEMENT, LLC | $566.4M | 14,265,503 |
| Orbis Allan Gray Ltd | $548.9M | 13,775,054 |
| FRANKLIN RESOURCES INC | $515.7M | 12,932,618 |
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Popular Research
Is SW a good stock to buy?
13F Pro's AI-powered analysis of Smurfit Westrock plc (SW) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Materials sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for SW are available on the SW stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.
Which hedge funds own SW?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling SW. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of Smurfit Westrock plc's investment landscape.