# Amcor plc (AMCR)

> Source: Nexqual · https://nexqual.com/AMCR · data as of 2026-10-22 20:00 UTC · cite as "Nexqual, Amcor plc (AMCR), nexqual.com/AMCR" · informational, not investment advice.

**Price:** USD 46.28 (+2.23% on the day) · last close of Oct 22, 2026; US market pre market, not a live price. Prev close 45.27 · day 45.06–46.57 · 52w 36.25–50.94 · market cap $21.4B · NYQ

## Key facts
- 1 of 80 tracked superinvestors hold AMCR (13F, Q2 2026): 0 new, 0 added, 0 reduced, 1 unchanged.
- Analysts: Buy (mean 2.38 on a 1–5 scale) (13 analysts), mean target USD 50.29 (range 42–60).
- Total return with dividends: 1Y +19.3% vs S&P 500 +14.9%; 5Y -2.2% vs S&P 500 +80.3%.
- Next earnings: 2026-11-04, EPS estimate USD 0.98, revenue estimate $5.84B.

## Superinvestors (SEC 13F-HR, Q2 2026)
1 of 80 tracked investors hold AMCR. Each row is the investor's latest 13F; change is vs their prior-quarter share count.
| Investor | Firm | % of portfolio | Value | Change |
|---|---|---|---|---|
| Mairs & Power | Mairs & Power Funds | 0.01% | $743K | Unchanged |

## Analysts
Consensus Buy (mean 2.38 on a 1–5 scale), 13 analysts; mean target USD 50.29 (low 42, high 60).
Rating changes, last 120 days:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-08-17 | JP Morgan | Downgrade | Overweight → Neutral | $44 → $47 |
| 2026-08-14 | Citigroup | Target raised | Buy | $47 → $52 |
| 2026-08-14 | Wells Fargo | Target raised | Equal-Weight | $43 → $44 |
| 2026-08-11 | UBS | Initiated | Buy | $56 |
| 2026-07-22 | Jefferies | Downgrade | Buy → Hold |  |
| 2026-07-17 | BMO Capital | Initiated | Outperform → Market Perform | $47 |
| 2026-07-15 | Wells Fargo | Target raised | Equal-Weight | $41 → $43 |
| 2026-07-14 | B of A Securities | Target raised | Buy | $48 → $51 |

## Total return (dividends reinvested)
|  | 1Y (from 2025-10-23) | 5Y (from 2021-10-18) |
|---|---|---|
| Total return | +19.3% | -2.2% |
| S&P 500 (SPY) | +14.9% | +80.3% |
| Per year | +19.4% | -0.5% |
| Volatility (annualized) | 31.4% | 23.4% |
| Max drawdown | -26.5% (Feb 2026→May 2026) | -33.7% (May 2022→May 2026) |

## Peers (Packaging & Containers)
PKG (Packaging Corporation of Americ) USD 248.92 +4.15% · SW (Smurfit WestRock plc) USD 42.43 +2.34% · IP (International Paper Company) USD 33.68 +0.15% · BALL (Ball Corporation) USD 65.81 +2.59% · AVY (Avery Dennison Corporation) USD 184.66 +3.14% · CCK (Crown Holdings, Inc.) USD 119.26 +2.62%

## More
Full page: https://nexqual.com/AMCR · Free keyless MCP server with the same data and citations: https://mcp.nexqual.com/mcp · Guide for agents: https://nexqual.com/agents · https://nexqual.com/llms.txt

## Analyst estimates and revisions

| Period | EPS est. | 90d ago | Change | Revenue est. | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends 2026-09-30) | $0.98 | $1.05 | -6.9% | $5.84B | 5 |
| Next quarter (ends 2026-12-31) | $0.86 | $0.90 | -4.2% | $5.50B | 5 |
| Current fiscal year (ends 2026-12-31) | $4.02 | $4.10 | -2.0% | $23.90B | 4 |
| Next fiscal year (ends 2027-12-31) | $4.33 | $4.33 | +0.2% | $23.87B | 5 |

## Options: expected move (Cboe, 15-min delayed)

Expected move by 2026-11-20 (includes earnings 2026-11-04): ±7.7%.

| Expiration | Days | ATM IV | Expected move |
|---|---|---|---|
| 2026-11-20 | 28 | 34.2% | ±7.7% |
| 2026-12-18 | 56 | 27.7% | ±8.9% |
| 2027-01-15 | 84 | 29.2% | ±11.2% |
| 2027-04-16 | 175 | 29.0% | ±15.9% |
| 2027-06-17 | 237 | 29.8% | ±18.7% |