AMCOR PLC (AMC)
Share Price Analysis and Chart

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AMC

AMC - AMCOR PLC

FNArena Sector : Paper & Packaging
Year End: June
GICS Industry Group : Materials
Debt/EBITDA: 7.62
Index: ASX50 | ASX100 | ASX200 | ASX300 | ALL-ORDS

Amcor manufactures flexible packaging and rigid plastics for the global food, beverage and pharmaceutical sector. Its primary listing is on the NY stock exchange. The shares are included in several international stock market indices. It first listed in 1969.

LAST PRICE CHANGE +/- CHANGE % VOLUME

$12.94

11 Nov
2025

0.020

OPEN

$12.96

0.15%

HIGH

$13.00

2,824,181

LOW

$12.91

TARGET
$16.405 26.8% upside
OTHER COMPANIES IN THE SAME SECTOR
ORA . PPG .
FNARENA'S MARKET CONSENSUS FORECASTS
AMC: 1
Title FY26
Forecast
FY27
Forecast
EPS (cps) 125.8 xxx
DPS (cps) 80.6 xxx
EPS Growth N/A xxx
DPS Growth N/A xxx
PE Ratio 10.3 xxx
Dividend Yield 6.2% xxx
Div Pay Ratio(%) 64.0% xxx
This company reports in USD.
All estimates have been converted into AUD by FNArena at present FX values.

Dividend yield today if purchased 3 years ago: 0.04%

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

0.06

Estimated Dividend Growth
(Average Of Past Three Years)

 %

Amount Invested

Tell Me The Dividend After This Many Years

Past performance is no guarantee for the future. Investors should take into account that heavy swings in share price or exceptional circumstances (a la 2009) can have a significant impact on short term calculations and averages

Last ex-div: 20/11 - (franking ex-di

HISTORICAL DATA ARE ALL IN AUD
Copyright © 2025 FactSet UK Limited. All rights reserved
Title 202020212022202320242025
EPS Basic xxxxxxxxxxxxxxx49.6
DPS All xxxxxxxxxxxxxxx78.6
Sales/Revenue xxxxxxxxxxxxxxx23,173.7 M
Book Value Per Share xxxxxxxxxxxxxxx776.4
Net Operating Cash Flow xxxxxxxxxxxxxxx2,146.3 M
Net Profit Margin xxxxxxxxxxxxxxx3.40 %

EPS Basic

DPS All

Sales/Revenue

Book Value Per Share

Net Operating Cash Flow

Net Profit Margin

Title 202020212022202320242025
Return on Capital Employed xxxxxxxxxxxxxxx6.64 %
Return on Invested Capital xxxxxxxxxxxxxxx2.78 %
Return on Assets xxxxxxxxxxxxxxx1.94 %
Return on Equity xxxxxxxxxxxxxxx6.66 %
Return on Total Capital xxxxxxxxxxxxxxx6.71 %
Free Cash Flow ex dividends xxxxxxxxxxxxxxx-54.0 M

Return on Capital Employed

Return on Invested Capital

Return on Assets

Return on Equity

Return on Total Capital

Free Cash Flow ex dividends

Title 202020212022202320242025
Short-Term Debt xxxxxxxxxxxxxxx758 M
Long Term Debt xxxxxxxxxxxxxxx22,509 M
Total Debt xxxxxxxxxxxxxxx23,267 M
Goodwill - Gross xxxxxxxxxxxxxxx17,206 M
Cash & Equivalents - Generic xxxxxxxxxxxxxxx1,262 M
Price To Book Value xxxxxxxxxxxxxxx1.83

Short-Term Debt

Long Term Debt

Total Debt

Goodwill - Gross

Cash & Equivalents - Generic

Price To Book Value

Title 202020212022202320242025
Capex xxxxxxxxxxxxxxx895.6 M
Capex % of Sales xxxxxxxxxxxxxxx3.86 %
Cost of Goods Sold xxxxxxxxxxxxxxx19,207 M
Selling, General & Admin. Exp & Other xxxxxxxxxxxxxxx2,020 M
Research & Development xxxxxxxxxxxxxxx185 M
Investments - Total xxxxxxxxxxxxxxx0 M

Capex

Capex % of Sales

Cost of Goods Sold

Selling, General & Admin. Exp & Other

Research & Development

Investments - Total

EXPERT VIEWS
Display All Commentary

Sentiment Indicator

0.8

No. Of Recommendations

6
BROKER DATE RATING RECOMMENDATION TARGET PRICE % TO REACH TARGET COMMENTARY

Morgan Stanley

xx/xx/xxxx

1

xxxxxxxxxx

$xx.xx

xx.xx%

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Ord Minnett

xx/xx/xxxx

3

xxxx

$xx.xx

xx.xx%

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Morgans

xx/xx/xxxx

1

xxxxxxx xx xxx xxxx xxxxxxxxxx

$xx.xx

xx.xx%

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Macquarie

07/11/2025

1

Outperform

$17.42

34.62%

Amcor's September quarter (1Q26) EPS of US19.3c beat Macquarie's US18.9c forecast and US18.5c consensus. While volumes were weak again, down -3% y/y, strong margin outcomes helped.

Ongoing volume softness stems from consumer value-seeking, private label share gains, and healthier eating trends, though the broker expects modest recovery from 2H26 into FY27.

Higher margin was driven by Berry synergies, with the company now expecting FY26 synergies of at least US$260m vs US$260m. In 1Q26, EBIT margin rose 110bps to 12%.

Revenue synergies are also progressing, with US$70m annualised achieved (25% of the US$280m target), mainly from cross-selling between Amcor's Rigids and Berry’s closures.

The broker forecasts net profit skew of 55% to 2H, in line with historical outcomes. The company achieved US$100m via asset sales and has stabilised North American Beverages, with a potential sale or JV targeted for FY27.

EPS forecast for FY26 lifted by 0.2% and by 1.2% for FY27. Outperform. Target trimmed marginally to $17.42 from $17.44.

FORECAST
Macquarie forecasts a full year FY26 dividend of 80.97 cents and EPS of 124.73 cents.
Macquarie forecasts a full year FY27 dividend of 82.53 cents and EPS of 138.74 cents.

Citi

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

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UBS

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

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EXTRA COVERAGE
Display All Commentary

No. Of Recommendations

1

Please note: unlike Broker Call Report, BC Extra is not updated daily. The info you see might not be the latest. FNArena does its best to update ASAP.

BROKER DATE RATING RECOMMENDATION TARGET PRICE % TO REACH TARGET COMMENTARY

Jarden

12/11/2025

2

Overweight

$15.90

22.87%

Jarden reinstates coverage on Amcor with an Overweight rating following improved financial disclosure post the Berry Global Group acquisition.

September quarter FY26 core EPS of US18c delivered at the midpoint of guidance, helping restore investor confidence, suggests the broker.

The analysts highlight softer group volumes but stronger cost control and synergy benefits that supported earnings, with full-year EPS guidance maintained at US80-83c. Jarden expects earnings skewed to the second half as cost savings offset weaker volumes.

While leverage is expected to peak in 1H26, stronger free cash flow and asset sales are expected to aid deleveraging.

Jarden resumes with $15.90 target.

FORECAST
Jarden forecasts a full year FY26 dividend of 80.04 cents and EPS of 124.88 cents.
Jarden forecasts a full year FY27 dividend of 83.62 cents and EPS of 134.07 cents.

AMC STOCK CHART