Analysts have lowered their price target for Greif from $72 to $71 per share. They cite continued challenges in volume growth and uncertainties around replacing earnings after recent asset sales.

Analyst Commentary

Analyst opinions on Greif remain mixed, reflecting both opportunities and risks facing the company after recent strategic changes. Below, we summarize the key bullish and bearish perspectives highlighted by recent research notes.

• Bullish analysts view the containerboard asset sale as strengthening Greif's balance sheet. This positions the company for financial flexibility and potential for more active capital deployment in the coming year.
• Some believe that the proceeds from recent asset divestitures, coupled with lower debt, will help offset earnings losses and support ongoing stability in underlying business results.
• There is expectation that Greif's end-of-year financial position will be under-levered. This could enable strategic actions and support long-term growth initiatives.
• Industry peers acquiring Greif's assets are seen benefiting from increased scale and capacity, which may validate the desirability of Greif's business segments and the value of its recent transactions.

• Bearish analysts remain cautious about Greif's ability to replace the earnings from its divested containerboard business, expressing desire for greater visibility into future drivers of growth and profitability.
• Volume growth continues to be challenging, with recent results showing persistent headwinds that could pressure sales and overall performance.
• Weakness in end markets, particularly in chemical and auto-related sectors, is reflected in softer demand for metal and plastic drum products in both domestic and European regions.
• Analysts suggest that there may be more attractive combinations of catalysts and upside elsewhere in the sector. This leaves Greif's near-term outlook relatively subdued compared to peers.

What's in the News

• Greif's Board of Directors has declared increased quarterly cash dividends of $0.56 per share for Class A Common Stock and $0.84 per share for Class B Common Stock. The dividends are payable on October 1, 2025 to shareholders of record on September 16, 2025 (Key Developments).
• Greif has entered a definitive agreement to sell its Soterra land management business to Molpus Woodlands Group for $462 million. The sale covers more than 173,000 acres of timberlands in the Southeastern U.S. The transaction is expected to close around the end of the fiscal year, and proceeds will go toward debt repayment (Key Developments).

Valuation Changes

• Consensus Analyst Price Target has decreased modestly, falling by $1 to $71 per share.
• Discount Rate has decreased slightly, moving from 8.32% to 8.22%.
• Revenue Growth projection remains almost unchanged, staying at approximately minus 9%.
• Net Profit Margin estimate is stable at roughly 7.86%.
• Future P/E ratio forecast declined marginally, from 13.99 times to 13.95 times.