Amcor 配当と自社株買い
配当金 基準チェック /36
Amcor配当を支払う会社であり、現在の利回りは6.47%で、収益によって十分にカバーされています。
主要情報
6.5%
配当利回り
0.7%
バイバック利回り
| 総株主利回り | 7.2% |
| 将来の配当利回り | 6.6% |
| 配当成長 | 1.5% |
| 次回配当支払日 | n/a |
| 配当落ち日 | n/a |
| 一株当たり配当金 | n/a |
| 配当性向 | 42% |
最近の配当と自社株買いの更新
Recent updates
Seeking Alpha • May 06
Amcor: The Market Is Still Mispricing This High-Yield Dividend Aristocrat
Summary Amcor is reaffirmed as a Strong Buy, supported by robust fundamentals, an attractive ~6.9% dividend yield, and an undervalued share price despite a recent jump. Q3 FY26 results exceeded expectations, with 6% Adj. EPS growth and a solid 15.1% Adj. EBITDA margin, while portfolio optimization and divestitures show $2.5 billion in potential proceeds. Revised guidance anticipates $1.5–$1.6 billion FCF and 12% Adj. EPS growth, factoring in $270 million in Berry synergies and mitigating Iran conflict impacts despite a hit in their inventory expectations. DCF analysis suggests that the fair value is well above current levels even under conservative estimates, with risks from oil-driven cost inflation and macro uncertainty seemingly priced in. Read the full article on Seeking Alpha
ナラティブ更新 • Apr 26
AMCR: Future Returns Will Hinge On Malaysia Healthcare Packaging Expansion
Amcor's updated analyst price target has eased from about $51.66 to $50.22, as analysts weigh recent target cuts and downgrades against fresh bullish coverage that assumes a slightly higher revenue growth outlook and a modestly lower future P/E. Analyst Commentary Recent research on Amcor reflects a mix of optimism about execution and growth, alongside fresh caution on valuation and risk, which explains the modest pullback in the average price target.ナラティブ更新 • Apr 11
AMCR: Future Returns Will Hinge On Post Reverse Split Multiple Re Rating
Amcor's updated analyst price target edges lower to $51.66 from $52.54 as analysts balance tempered valuation assumptions, including a slightly lower future P/E, against modestly higher modeled revenue growth and profit margins following recent mixed research calls. Analyst Commentary Recent research on Amcor reflects a split view, with some analysts turning more constructive while others are growing more cautious.ナラティブ更新 • Mar 27
AMCR: Future Returns Will Depend On Berry Integration Synergies After Reverse Split
Amcor's updated analyst price target has moved slightly lower to $52.54 from $53.49, as analysts factor in a modestly higher discount rate and slightly softer margin and P/E assumptions following a mix of recent upgrades, downgrades and revised target prices. Analyst Commentary Recent research on Amcor points to a mixed but useful set of signals for you as an investor, with analysts split between constructive views on earnings potential and caution around valuation, volume trends and integration risk.ナラティブ更新 • Mar 13
AMCR: Future Returns Will Hinge On Berry Synergies And Volume Resilience
Analysts have modestly adjusted their price targets on Amcor, with recent changes ranging from a $4 uplift to a $0.60 reduction, as they balance expectations for earnings growth, synergy potential from the Berry Global deal, and some caution around longer term volume trends. Analyst Commentary Recent research paints a mixed picture, with some analysts highlighting upside from the Berry Global acquisition and others flagging execution and volume risks that could influence where the shares trade relative to their price targets.ナラティブ更新 • Feb 27
AMCR: Future Returns Will Weigh Berry Synergies Against Execution And Volume Risks
Narrative Update on Amcor The updated analyst price targets for Amcor, with moves such as BofA's shift to $9.70 and Truist's increase to $12, reflect a mixed but generally constructive view as analysts weigh potential earnings synergies from the Berry Global deal against more cautious assumptions embedded in slightly revised discount rate and future P/E inputs. Analyst Commentary Recent research on Amcor gives you a mix of optimism and caution, with several firms updating ratings and price targets around the proposed Berry Global acquisition and the outlook for packaging demand.ナラティブ更新 • Feb 13
AMCR: Future Returns Will Reflect Berry Synergies Deleveraging And Mixed Rating Shifts
Analysts have raised their average price target on Amcor by $1.57, supported by updated views on fair value, discount rate, revenue growth, profit margins and future P/E assumptions following recent mixed rating and target moves across the Street. Analyst Commentary Recent research on Amcor reflects a mix of optimism and caution, with multiple firms revisiting price targets alongside fresh views on earnings power, integration of the Berry Global acquisition, and sector demand trends.ナラティブ更新 • Jan 30
AMCR: Future Returns Will Be Driven By Berry Synergies And Deleveraging
Analysts have trimmed their blended fair value estimate for Amcor from about $54.80 to roughly $51.92, reflecting mixed Street price targets and updated assumptions for revenue growth, margins and future P/E multiples tied to views on the Berry deal, packaging demand and potential earnings synergies. Analyst Commentary Bullish Takeaways Bullish analysts see the Berry Global acquisition as value creating, with synergy guidance that they view as potentially conservative.ナラティブ更新 • Jan 15
AMCR: Future Returns Will Be Led By Berry Synergies And Deleveraging
Narrative Update on Amcor The analyst price target for Amcor has been updated to US$54.80, reflecting analysts' focus on potential earnings benefits tied to Berry Global synergies, debt reduction and expectations for packaging demand trends into 2026. Analyst Commentary Recent research on Amcor highlights a mix of optimism around earnings potential and synergy capture, alongside some caution on volume trends and longer term growth assumptions.ナラティブ更新 • Dec 03
AMCR: Future Returns Will Be Driven By Berry Synergies And Free Cash Flow
Analysts have trimmed their price target on Amcor to $10.00 from $11.10, reflecting slightly higher discount rate assumptions and a modestly lower future P/E multiple, while still pointing to improving margins, robust free cash flow and sizable Berry Global synergy potential as support for long term value. Analyst Commentary Street research on Amcor reflects a mix of optimism about long term value creation from the Berry Global acquisition and caution around near term operational and balance sheet risks.ナラティブ更新 • Nov 19
AMCR: Future Earnings Will Benefit From Berry Global Acquisition Synergies
Analysts have revised Amcor's average price target downward by $0.02, citing lowered revenue growth expectations and ongoing challenges in packaging volumes. However, they note that synergy gains from the Berry Global acquisition may help offset near-term pressures.分析記事 • Nov 17
Amcor (NYSE:AMCR) Is Increasing Its Dividend To $0.13
Amcor plc ( NYSE:AMCR ) has announced that it will be increasing its dividend from last year's comparable payment on...分析記事 • Nov 13
Amcor's (NYSE:AMCR) Sluggish Earnings Might Be Just The Beginning Of Its Problems
Following the release of a lackluster earnings report from Amcor plc ( NYSE:AMCR ) the stock price made a strong...ナラティブ更新 • Nov 03
AMCR: Cost Synergies From Berry Deal Will Drive Medium-Term Upside
Amcor's analyst price target has been revised downward from $11.10 to $10, as analysts cite ongoing volume pressures, debt concerns, and cautious optimism about prospective cost synergies from the Berry Global acquisition. Analyst Commentary Recent street research offers a mixed outlook on Amcor in light of the company’s ongoing strategic moves, shifting market conditions, and the planned Berry Global acquisition.ナラティブ更新 • Oct 20
Berry Integration And Portfolio Optimization Will Fuel Eco-Friendly Packaging
Amcor's analyst price target has been revised downward from $10.59 to $10.43, a change of $0.16 per share. Analysts are weighing ongoing volume pressures, debt concerns, and evolving synergy expectations from the Berry Global acquisition.ナラティブ更新 • Oct 05
Berry Integration And Portfolio Optimization Will Fuel Eco-Friendly Packaging
Analysts have revised Amcor's price target downward from $10.80 to $10.59, citing persistent headwinds in packaging volumes and debt concerns. However, expectations for synergy realization from recent acquisitions continue to support the company's long-term value outlook.ナラティブ更新 • Sep 20
Berry Integration And Portfolio Optimization Will Fuel Eco-Friendly Packaging
Amcor’s consensus price target edged down from $10.91 to $10.80 as analysts balanced optimism over Berry Global synergies and free cash flow improvements against persistent integration concerns and weak demand volumes. Analyst Commentary Anticipated cost synergies and free cash flow improvements stemming from the Berry Global acquisition are seen as significant positives for medium-term growth.ナラティブ更新 • Sep 02
Berry Integration And Portfolio Optimization Will Fuel Eco-Friendly Packaging
Amcor’s consensus price target was lowered to $10.79 due to analyst concerns over ongoing volume weakness and lowered revenue expectations, though some see improved valuation upside, reflecting a mixed market outlook. Analyst Commentary Bearish analysts point to continued volume weakness as a primary drag on Amcor’s near-term outlook.分析記事 • Aug 18
Amcor (NYSE:AMCR) Will Pay A Dividend Of $0.1275
The board of Amcor plc ( NYSE:AMCR ) has announced that it will pay a dividend of $0.1275 per share on the 25th of...分析記事 • Aug 16
Earnings Miss: Amcor plc Missed EPS By 46% And Analysts Are Revising Their Forecasts
NYSE:AMCR 1 Year Share Price vs Fair Value Explore Amcor's Fair Values from the Community and select yours Shareholders...Seeking Alpha • Apr 08
Amcor: Dividend Aristocrat Executing A Major Acquisition
Summary Amcor's acquisition of Berry Global is expected to generate $650 million in annual synergies and a one-time $280 million cash benefit by year three. Amcor's dividend yield of 5.7% and its status as an S&P 500 Dividend Aristocrat make it attractive, but current global trade uncertainties pose risks. An analysis around Amcor follows in the paragraphs below. Read the full article on Seeking AlphaSeeking Alpha • Mar 20
Amcor: Rare Buying Opportunity With Strong Yield And Potential Massive Growth
Summary Amcor combines double-digit percentage growth with a big dividend—don’t miss this rare chance to lock in high returns. AMCR is an overlooked stock that just announced a game-changing deal that could drive 50%+ upside. AMCR trades at a deep discount—find out why now is the time to buy. Read the full article on Seeking AlphaSeeking Alpha • Jan 29
Amcor Investors Await Berry Global's Buyout, As Dip-Buying Opportunity Arises
Summary Amcor gets upgraded to buy, from my prior hold rating, betting on its buyout of rival Berry Global to complete and create a packaging giant. The shares are trading undervalued vs key peers, along with dipping below their 200-day simple moving average, opening a buying window. As a standalone company, without the merger, the stock pays a +5% dividend yield now, and boasts investment-grade credit ratings and positive cash flow outlooks. Although the company is profitable, its profit margin compared to key sector peers is lagging and could be improved. The future downside risk of the merger being stalled by antitrust issues is something to keep in mind. Read the full article on Seeking AlphaSeeking Alpha • Nov 19
Amcor: Creating A Consumer Packaging Giant With Berry Global Group
Summary Amcor plc, established in 1860, generates $13.6 billion in sales, primarily from food and beverage packaging, with major clients like Unilever and Nestlé. Amcor and Berry Global Group, Inc. have entered a merger agreement, combining complementary businesses to create a global leader in consumer packaging solutions. The merger values Berry at $8.5 billion in equity, with a $15.7 billion enterprise valuation, and will give Berry investors a 37% stake in the combined entity. The combination will gain a lot more market share, aim to create real synergies, and might become an attractive investment opportunity, as a mediocre past track record makes me hesitant. Read the full article on Seeking AlphaSeeking Alpha • Sep 12
Amcor: Adds To My Belief That This Is A Trader's Market (Technical Analysis)
Summary Amcor is one of 40 stocks I bought for my YARP dividend portfolio last spring. Its price trend fits a concern I see for buy/hold investors. Too many stocks offer fleeting upside. In fact, the "average" stock is flat for about 3 years. My answer to that, with AMCR and dozens of other stocks, is to own them but tactically adjust the position sizes. AMCR is an example of that. My "rating" is a Hold, but the rationale for that rating in this article is more important than the rating itself. Read the full article on Seeking Alpha
新しいナラティブ • Aug 21
Harnessing Safety, Efficiency, And Strategic Growth To Propel Market Presence And Revenue Streams
Amcor's commitment to operational efficiency and safety measures is set to improve its operational margins through ongoing initiatives.決済の安定と成長
配当データの取得
安定した配当: 配当金の支払いは安定していますが、 AMCRが配当金を支払っている期間は 10 年未満です。
増加する配当: AMCRの配当金は増加していますが、同社は7年間しか配当金を支払っていません。
配当利回り対市場
| Amcor 配当利回り対市場 |
|---|
| セグメント | 配当利回り |
|---|---|
| 会社 (AMCR) | 6.5% |
| 市場下位25% (US) | 1.4% |
| 市場トップ25% (US) | 4.2% |
| 業界平均 (Packaging) | 3.4% |
| アナリスト予想 (AMCR) (最長3年) | 6.6% |
注目すべき配当: AMCRの配当金 ( 6.47% ) はUS市場の配当金支払者の下位 25% ( 1.39% ) よりも高くなっています。
高配当: AMCRの配当金 ( 6.47% ) はUS市場 ( 4.21% ) の配当支払者の中で上位 25% に入っています。
株主への利益配当
収益カバレッジ: AMCRの 配当性向 ( 42.3% ) はかなり低いため、配当金の支払いは利益によって十分にカバーされます。
株主配当金
キャッシュフローカバレッジ: AMCRは高い 現金配当性向 ( 157.5% ) のため、配当金の支払いはキャッシュフローで十分にカバーされていません。
高配当企業の発掘
企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/05/06 15:56 |
| 終値 | 2026/05/06 00:00 |
| 収益 | 2026/03/31 |
| 年間収益 | 2025/06/30 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
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| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
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* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Amcor plc 20 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。39
| アナリスト | 機関 |
|---|---|
| Ghansham Panjabi | Baird |
| Brook Campbell-Crawford | Barrenjoey Markets Pty Limited |
| Benjamin Brayshaw | Barrenjoey Markets Pty Limited |