Sonoco Products Gestione
Criteri Gestione verificati 4/4
Sonoco Products Il CEO è Robert Coker, nominato in Feb2020, e ha un mandato di 6.25 anni. la retribuzione annua totale è $ 10.14M, composta da 12.3% di stipendio e 87.7% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 0.57% delle azioni della società, per un valore di $ 28.90M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 4.1 anni e 6.6 anni.
Informazioni chiave
Robert Coker
Amministratore delegato
US$10.1m
Compenso totale
| Percentuale dello stipendio del CEO | 12.31% |
| Mandato del CEO | 6.3yrs |
| Proprietà del CEO | 0.6% |
| Durata media del management | 4.1yrs |
| Durata media del Consiglio di amministrazione | 6.6yrs |
Aggiornamenti recenti sulla gestione
Recent updates
Articolo di analisi • May 06
We Think That There Are Issues Underlying Sonoco Products' (NYSE:SON) Earnings
Investors were disappointed with Sonoco Products Company's ( NYSE:SON ) earnings, despite the strong profit numbers. We...Seeking Alpha • Apr 30
Sonoco Products: Temporary Setback Creates Buying Opportunity
Summary Sonoco Products is rated a Buy, offering a 4.3% yield and trading at a 20% discount to fair value. SON's 43-year dividend growth streak and strong customer retention underpin reliable, inflation-beating income. Despite near-term margin pressure and cautious guidance, I expect 7% EPS growth and 4.5% dividend CAGR over five years. Valuation models suggest a 13–16% annualized total return, supported by multiple expansion and resilient free cash flow. Read the full article on Seeking Alpha
Aggiornamento dell'analisi • Apr 27
SON: Renewable Power Agreement Will Support 2026 Cash Flows And Emissions Goals
Analysts have trimmed their price target on Sonoco Products from about $64.11 to roughly $61.78. This reflects updated views on discount rates, revenue growth, profit margins, and future P/E expectations.Aggiornamento dell'analisi • Apr 09
SON: Renewable Power Agreement Will Support 2026 Cash Flows And Emissions Goals
Analysts have slightly adjusted their price target for Sonoco Products to $64.11 from $64.38. This reflects updated views on fair value, discount rate, revenue growth, profit margin and future P/E assumptions.Aggiornamento dell'analisi • Mar 26
SON: Renewable Power Agreement And 2026 Outlook Will Support Future Cash Flows
Analysts have trimmed their price target on Sonoco Products slightly to about $64.38 from $64.75, pointing to small adjustments in their fair value, discount rate, growth, margin and future P/E assumptions. What's in the News The company completed a share repurchase of 3,286,255 shares, representing about 3.3% of the company, for $212.03 million under the buyback program announced on April 21, 2021 (Key Developments).Aggiornamento dell'analisi • Mar 12
SON: Renewable Power Agreement Will Support Earnings Outlook And Future Cash Flows
Analysts have modestly lowered their blended price target for Sonoco Products to about $64.75 per share, reflecting slightly adjusted assumptions around the discount rate and future P/E, while keeping fair value estimates broadly in line with prior views. What's in the News Sonoco issued full year 2026 earnings guidance, with expected net revenue in a range of $7.25b to $7.75b.Aggiornamento dell'analisi • Feb 23
SON: Renewable Power Agreement And 2026 Outlook Will Support Future Cash Flows
Analysts now place Sonoco Products' fair value at $64.75, up from $53.75, reflecting updated views on discount rates, revenue growth, profit margins, and future P/E assumptions. What's in the News Sonoco issued full year 2026 guidance, with expected net revenue in a range of $7.25b to $7.75b, giving you a sense of the scale management is planning for (Corporate Guidance).
Nuova analisi • Feb 18
Sustainability Trends And Cost Synergies Will Reshape This Packaging Leader’s Long Term Potential
Catalysts About Sonoco Products Sonoco Products is a global packaging company focused on consumer metal and paper cans and industrial uncoated recycled paperboard and converted products. What are the underlying business or industry changes driving this perspective?Aggiornamento dell'analisi • Feb 09
SON: Renewable Power Agreement Will Support Balanced Future Cash Flow Potential
Analysts have kept their price target for Sonoco Products steady at $53.75, citing only small adjustments in assumptions such as discount rate, long-term revenue growth, profit margin and future P/E that do not materially change their overall view. What's in the News Sonoco Products entered a 15 year Virtual Power Purchase Agreement with ENGIE North America tied to the Big Sampson Wind Project in Crockett County, Texas.Aggiornamento dell'analisi • Jan 24
SON: Packaging Reorganization And Capital Allocation Will Sustain Balanced Future Cash Flow Potential
Analysts have nudged their fair value estimate for Sonoco Products slightly higher from US$53.25 to US$53.75. This reflects modest adjustments to assumptions for discount rate, revenue growth, profit margin and future P/E.Aggiornamento dell'analisi • Jan 09
SON: Future Packaging Reorganization Will Support Undervalued Cash Flow Potential
Analysts have nudged their price target on Sonoco Products higher to US$53.25, with the updated view reflecting slightly lower assumed discount rates, modestly adjusted revenue growth expectations, a small uplift in profit margin assumptions, and a steady future P/E outlook. What's in the News Sonoco Products plans to consolidate its Metal Packaging and Rigid Paper Containers operations into a single structure organized by two regions: Consumer Packaging EMEA/APAC and the Americas, effective from November 10, 2025 (company announcement).Aggiornamento dell'analisi • Dec 24
SON: Future Packaging Reorganization Will Support Undervalued Earnings Potential
Analysts have modestly reduced their price target on Sonoco Products to $53.25. This reflects a slightly lower discount rate and valuation assumptions while maintaining broadly unchanged expectations for growth and profitability.Aggiornamento dell'analisi • Dec 10
SON: Future Packaging Reorganization And Completed Buybacks Will Support Earnings Momentum
Analysts have modestly reaffirmed their outlook on Sonoco Products, keeping the fair value estimate steady at $53.25 per share. Only minor adjustments to the discount rate, revenue growth, profit margin, and future P E assumptions led to no meaningful change in the price target.Aggiornamento dell'analisi • Nov 26
SON: Future Share Buybacks And Restructuring Will Boost Earnings Momentum
Analysts have adjusted their price target for Sonoco Products slightly downward from $53.75 to $53.25, citing modest declines in projected revenue growth and profit margins. What's in the News Sonoco Products is consolidating its Metal Packaging and Rigid Paper Containers businesses into two geographic structures: Consumer Packaging EMEA/APAC and the Americas (Key Developments).Aggiornamento dell'analisi • Nov 11
SON: Future Earnings Guidance And Reorganization Will Drive Share Performance
Analysts have maintained their price target for Sonoco Products at $53.75 per share. They cite consistent financial projections, with only slight adjustments in key forecast assumptions.Aggiornamento dell'analisi • Oct 27
Future Value Will Arise From Packaging Expansion And Improving Profit Margins
Analysts have lowered their fair value estimate for Sonoco Products from $56.20 to $53.75. They cited more modest revenue growth projections, balanced by slight improvements in profit margins and a decreased discount rate.Aggiornamento dell'analisi • Oct 13
Sustainable Packaging Expansion And Acquisitions Will Create Future Value
Narrative Update: Sonoco Products Analyst Price Target Adjustment The analyst price target for Sonoco Products has been reduced slightly from $57.40 to $56.20. Analysts cite marginal declines in both revenue growth and profit margin projections as the reason for this adjustment.Articolo di analisi • Aug 22
Sonoco Products Company's (NYSE:SON) Share Price Matching Investor Opinion
With a price-to-earnings (or "P/E") ratio of 49.3x Sonoco Products Company ( NYSE:SON ) may be sending very bearish...Articolo di analisi • Jun 15
We Think Sonoco Products (NYSE:SON) Is Taking Some Risk With Its Debt
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Seeking Alpha • Mar 07
Sonoco Products: Pessimism Appears Overdone
Summary Sonoco Products' shares have underperformed, down 19% over the past year, and are currently near a 52-week low. Sonoco's Q4 results were impacted by the Eviosys acquisition, causing messy financials and increased debt, but future EPS contributions should build throughout 2025. Management turnover and asset sales add uncertainty, with cash flow guidance disappointing despite expected EPS growth. Despite challenges, SON stock's valuation remains attractive with an 8.6% free cash flow yield and a safe 4.5% dividend, reiterating a buy rating. Read the full article on Seeking AlphaSeeking Alpha • Dec 23
Sonoco Products: Promising Amidst Many Moving Parts
Summary Sonoco's acquisition of Eviosys and divestment of TFP create uncertainty, but leverage concerns are somewhat mitigated with the latest sale. Despite a strong long-term dividend track record, Sonoco's recent organic performance is lackluster, and the pro forma implications of recent deals remain unclear. Shares trade at modest 10-11 times earnings multiples, but elevated debt levels and many moving targets make me cautious about investing now. I see potential value in Sonoco's shares but require more clarity into 2025 before considering a more committed investment stance. Read the full article on Seeking AlphaSeeking Alpha • Dec 04
Sonoco Products: M&A Activity Should Support Shares In 2025 (Rating Upgrade)
Summary Sonoco Products' shares have underperformed, declining 8% over the past year, but recent strategic moves and cost reductions make it a buy opportunity. SON is acquiring Eviosys and divesting smaller units, aiming to improve its product mix and capitalize on sustainability trends. Sonoco's productivity gains and favorable demand trends in paper packaging support a positive outlook, with expected EPS growth and a secure 4% dividend yield. Despite near-term execution risks, Sonoco's long-term growth potential and improved capital structure position it for a 25% potential total return. Read the full article on Seeking AlphaSeeking Alpha • Sep 25
Sonoco: $1.8B Senior Unsecured Notes, Headwinds, And Divestitures Make This Stock Too Unpredictable
Summary Sonoco has recently priced $1.8 billion in senior unsecured notes to fund the Eviosys acquisition, significantly increasing their total debt and interest payments. Despite a 5% YoY revenue decline, I am not overly worried considering management's plan of refocusing Sonoco on its core businesses. In my view, the lack of insider buying and share buybacks lowers my confidence in the current price level, considering that it has been trading sideways since 2023. I maintain a Hold rating, awaiting clearer financial outcomes from the Eviosys acquisition and keeping a close eye on future insider buying activity or share buybacks. Read the full article on Seeking Alpha
Nuova analisi • Aug 30
Tactical Moves And Efficiency Gains Set To Propel Revenue Growth And Margins
Strategic acquisitions and investment in high-return capital projects suggest improved operational efficiency, market presence, and earnings growth.Analisi delle retribuzioni degli amministratori delegati
| Data | Compenso totale | Stipendio | Utili della società |
|---|---|---|---|
| Mar 29 2026 | n/a | n/a | US$609m |
| Dec 31 2025 | US$10m | US$1m | US$591m |
| Sep 28 2025 | n/a | n/a | US$185m |
| Jun 29 2025 | n/a | n/a | US$93m |
| Mar 30 2025 | n/a | n/a | US$82m |
| Dec 31 2024 | US$10m | US$1m | US$68m |
| Sep 29 2024 | n/a | n/a | US$109m |
| Jun 30 2024 | n/a | n/a | US$209m |
| Mar 31 2024 | n/a | n/a | US$266m |
| Dec 31 2023 | US$9m | US$1m | US$379m |
| Oct 01 2023 | n/a | n/a | US$491m |
| Jul 02 2023 | n/a | n/a | US$482m |
| Apr 02 2023 | n/a | n/a | US$499m |
| Dec 31 2022 | US$10m | US$1m | US$378m |
| Oct 02 2022 | n/a | n/a | US$434m |
| Jul 03 2022 | n/a | n/a | US$423m |
| Apr 03 2022 | n/a | n/a | -US$42m |
| Dec 31 2021 | US$7m | US$906k | -US$85m |
| Oct 03 2021 | n/a | n/a | -US$162m |
| Jul 04 2021 | n/a | n/a | -US$190m |
| Apr 04 2021 | n/a | n/a | US$199m |
| Dec 31 2020 | US$7m | US$736k | US$207m |
| Sep 27 2020 | n/a | n/a | US$264m |
| Jun 28 2020 | n/a | n/a | US$273m |
| Mar 29 2020 | n/a | n/a | US$299m |
| Dec 31 2019 | US$3m | US$544k | US$292m |
Compensazione vs Mercato: La retribuzione totale di Robert ($USD 10.14M ) è circa la media per le aziende di dimensioni simili nel mercato US ($USD 8.41M ).
Compensazione vs guadagni: La retribuzione di Robert è stata coerente con le performance aziendali dell'ultimo anno.
AMMINISTRATORE DELEGATO
Robert Coker (62 yo)
6.3yrs
Mandato
US$10,142,078
Compensazione
Mr. Robert Howard Coker has been Chief Executive Officer, President and Director of Sonoco Products Company since February 2, 2020. He serves as a Trustee at Manufacturers Alliance for Productivity and Inn...
Gruppo dirigente
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| President | 6.3yrs | US$10.14m | 0.57% $ 28.9m | |
| Chief Financial Officer | less than a year | US$3.01m | 0.029% $ 1.5m | |
| General Counsel & Secretary | 9.5yrs | US$2.28m | 0.0093% $ 475.6k | |
| President of Global Industrial Paper Packaging | 4.1yrs | US$2.13m | 0.071% $ 3.6m | |
| President of Global Flexibles & Thermoforming | 4.1yrs | US$3.61m | 0.019% $ 987.4k | |
| Vice President of Global Finance for Industrial Paper Packaging | less than a year | US$1.31m | 0.0077% $ 394.0k | |
| VP & Chief Accounting Officer | 3.8yrs | Nessun dato | 0.0043% $ 219.2k | |
| Head of Investor Relations & Global Marketing Communications | 1.3yrs | Nessun dato | Nessun dato | |
| Chief Human Resources Officer | 3.3yrs | Nessun dato | 0.0070% $ 358.9k | |
| President of Consumer Packaging of EMEA & APAC | 4.1yrs | Nessun dato | 0.020% $ 1.0m | |
| President of Consumer Packaging of Americas | 4.1yrs | Nessun dato | 0.0095% $ 485.3k | |
| Vice President of Global Mergers & Acquisitions | 4.3yrs | Nessun dato | Nessun dato |
4.1yrs
Durata media
54yo
Età media
Gestione esperta: Il team dirigenziale di SON è considerato esperto (durata media dell'incarico 4.1 anni).
Membri del Consiglio di amministrazione
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| President | 6.3yrs | US$10.14m | 0.57% $ 28.9m | |
| Lead Independent Director | 6.6yrs | US$302.50k | 0.030% $ 1.5m | |
| Independent Director | 21.8yrs | US$272.50k | Nessun dato | |
| Independent Director | less than a year | Nessun dato | Nessun dato | |
| Independent Director | 8.8yrs | US$255.00k | Nessun dato | |
| Independent Director | 5.6yrs | US$255.00k | Nessun dato | |
| Chairman of the Board | 14.8yrs | US$405.00k | 0.024% $ 1.2m | |
| Independent Director | 11.3yrs | US$275.00k | Nessun dato | |
| Independent Director | 1.3yrs | US$225.25k | Nessun dato | |
| Independent Director | 7.6yrs | US$280.00k | Nessun dato | |
| Independent Director | 3.4yrs | US$255.00k | Nessun dato |
6.6yrs
Durata media
63yo
Età media
Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di SON sono considerati esperti (durata media dell'incarico 6.6 anni).
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/05/11 10:43 |
| Prezzo dell'azione a fine giornata | 2026/05/11 00:00 |
| Utili | 2026/03/29 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
|
* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Sonoco Products Company è coperta da 22 analisti. 10 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| David Coleman | Argus Research Company |
| Ghansham Panjabi | Baird |
| Scott Gaffner | Barclays |