Amcor: This Dividend Aristocrat Still Looks Deeply Undervalued

Amcor retains its Strong Buy rating, supported by robust fundamentals, attractive valuation, and significant re-rating potential post-Berry deal. AMCR delivered another strong quarter, beating EPS and revenue estimates, with targeted double-digit EPS growth and >$500 million working capital recovery ahead. Portfolio optimization, divestitures, and synergies are expected to help Amcor in its target to reduce leverage to ~3x by end-2027, supporting a solid ~5.5% dividend yield and continued reinvestment.

Seeking Alpha • Aug 13, 2026

Amcor: A Packaging Fortress While AI Names Wobble

Amcor plc remains a Strong Buy, with a 19% stock increase since prior coverage and continued undervaluation at 12x forward P/E versus peers' 16x. AMCR's 5.5% forward dividend yield provides attractive income, complementing its defensive portfolio diversification amid AI-related market risks. Synergy execution from the Berry Global acquisition is progressing 10% ahead of guidance, reducing a key risk and supporting the bullish thesis.

Seeking Alpha • Aug 13, 2026

Amcor Q4 Earnings Call Highlights

Amcor NYSE: AMCR reported fiscal 2026 fourth-quarter adjusted earnings per share of $1.23, up 23% from a year earlier, as synergy gains from its acquisition of Berry Global, cost management and modest volume growth supported results amid elevated input-cost inflation.

MarketBeat • Aug 12, 2026

Amcor Stock Yields 5.5% With Earnings Growth Picking Up

Amcor's Berry Global acquisition is starting to deliver on promised cost savings, helping make the packaging company's 5.5% dividend yield look more attractive.

Barrons • Aug 12, 2026

Amcor plc (AMCR) Q4 2026 Earnings Call Transcript

Amcor plc (AMCR) Q4 2026 Earnings Call Transcript

Seeking Alpha • Aug 12, 2026

Amcor Reports Strong Fourth Quarter and Full-Year Results

ZURICH, Aug. 12, 2026 /PRNewswire/ --  Highlights - Three Months Ended June 30, 2026 Net sales $6.4 billion, up 26% largely driven by Berry acquisition and pass through of higher raw material costs  Net income $389 million vs. -$39 million prior-year Adjusted EBITDA $1,045 million vs.

PRNewsWire • Aug 12, 2026

Amcor (AMCR) Q4 Earnings and Revenues Beat Estimates

Amcor (AMCR) came out with quarterly earnings of $1.23 per share, beating the Zacks Consensus Estimate of $1.18 per share. This compares to earnings of $1 per share a year ago.

Zacks Investment Research • Aug 12, 2026

Amcor Q4 Earnings Beat Estimates on Berry Global Acquisition

AMCR beats Q4 earnings estimates as the Berry Global acquisition, synergies, volume growth and productivity lift earnings and margins.

Zacks Investment Research • Aug 12, 2026

Amcor (AMCR) Reports Q4 Earnings: What Key Metrics Have to Say

Although the revenue and EPS for Amcor (AMCR) give a sense of how its business performed in the quarter ended June 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

Zacks Investment Research • Aug 12, 2026

Earnings Results in Focus

The Department of Labor reported that the headline consumer price index (CPI) rose 0.1% in July, in contrast to a decline of 0.4% in June. However, the headline CPI print was in line with the Zacks Consensus Estimate.

Zacks Investment Research • Aug 12, 2026