Greif, Inc.

NYSE:GEF 株式レポート

時価総額：US$3.4b

Greif マネジメント

マネジメント 基準チェック /34

Greifの CEO はOle Rosgaardで、 Feb2022年に任命され、 の在任期間は 4.25年です。 の年間総報酬は$ 9.44Mで、 11%給与と89%のボーナス（会社の株式とオプションを含む）で構成されています。 は、会社の株式の0.3%を直接所有しており、その価値は$ 10.22M 。経営陣と取締役会の平均在任期間はそれぞれ3.7年と4.2年です。

主要情報

Ole Rosgaard

最高経営責任者

US$9.4m

報酬総額

CEO給与比率11.04%
CEO在任期間4.3yrs
CEOの所有権0.3%
経営陣の平均在職期間3.7yrs
取締役会の平均在任期間4.2yrs

経営陣の近況

Recent updates

GEF: Revised Assumptions And Dividend Outlook Will Support Future Capital Returns

Analysts have trimmed their price target on Greif by $6 to $90, citing updated assumptions around fair value, discount rate, revenue growth, profit margin, and future P/E expectations. Analyst Commentary Recent research has focused on how updated assumptions for fair value, discount rate, revenue growth, profit margins, and future P/E expectations affect where Greif should trade.

GEF: Cash Returns And Share Repurchases Will Support Future Upside

Analysts have trimmed Greif's implied value slightly, with the fair value estimate moving from about $79.00 to roughly $78.20 as they factor in updated assumptions on discount rates, revenue growth, profit margins, future P/E, and recent shifts in Street price targets from firms such as BofA and Baird. Analyst Commentary Recent Street research on Greif shows a tight cluster of target price moves, with some analysts nudging estimates higher and others trimming them, which helps explain the modest step down in the overall fair value estimate.

GEF: Beverage Packaging Demand And Cash Returns Will Support Future Upside

Narrative Update on Greif Greif's updated analyst price target has shifted modestly to $79.00. Analysts point to mixed packaging volume expectations, ongoing beverage can growth in North America and Europe, disciplined containerboard supply management, and uncertainty around the use of recent asset sale proceeds as key drivers of their revised views.

GEF: Containerboard Sale Proceeds Will Support Future Capital Returns And Margin Resilience

Narrative Update on Greif Analyst price targets for Greif have moved higher, with recent increases of $6 at BofA, $15 at Baird, and $8 at Truist, reflecting analyst expectations tied to disciplined supply management in containerboard and steady beverage can volume trends in North America and Europe. Analyst Commentary Recent Street research on Greif points to a more constructive tone, with several bullish analysts lifting price targets as they reassess the company after the sale of its containerboard business and review end market trends.

GEF: Beverage Packaging Resilience And Cash Deployment Will Support Future Upside

Analysts have lifted their price targets for Greif, supporting a modest fair value adjustment to about $80 per share as they factor in updated discount rate assumptions, slightly different revenue and margin expectations, and a revised future P/E outlook. Analyst Commentary Recent Street research around Greif centers on how the company will execute after the sale of its containerboard business and how that translates into valuation support around the updated price targets in the mid to high US$70s.

GEF: Beverage Can Demand And Cash Deployment Will Shape Future Risk Balance

Analysts have lifted their Greif price targets, with one moving to $74 and another to $79, citing cautious expectations for packaging volumes, support from beverage can growth, and disciplined containerboard pricing. Analyst Commentary Recent research on Greif focuses on how the company might balance its recent portfolio changes with a packaging demand outlook that is described as modestly challenged, while still supporting higher valuation targets.

GEF: Capital Deployment From Containerboard Sale Will Support Future Margin Strength

Analysts have nudged their Greif price targets higher, with recent moves such as BofA lifting its target to $74 from $68 and Truist to $79 from $71. They cite expectations for steadier packaging volumes, ongoing beverage can growth in North America and Europe, and disciplined supply management supporting containerboard pricing.

Muted Demand And Cost Cuts Will Limit Returns From New Packaging Investments

Catalysts About Greif Greif is a global industrial packaging company focused on polymers, metals, fiber based products and closures that serve industrial, chemical, agricultural, mining and paper related end markets. What are the underlying business or industry changes driving this perspective?

GEF: Beverage Can Demand And Capital Allocation Will Support Stronger Margins

Analysts have lifted their price targets on Greif into the mid to high US$70s, citing expectations for steadier packaging trends, ongoing beverage can demand, and disciplined containerboard pricing as key supports for the updated outlook. Analyst Commentary Recent research updates show bullish analysts lifting their price targets on Greif into a higher trading range, with targets in the mid to high US$70s.

GEF: Beverage Can Demand And Capital Deployment Will Shape Balanced Risk Profile

Greif's updated fair value estimate of $73.80, up from $72.60, aligns with recent analyst price target increases into the mid to high $70s. Analysts point to steadier packaging demand, continued growth in beverage cans and disciplined containerboard supply management.

GEF: Containerboard Exit Will Support Stronger Margins And Shareholder Returns

Analysts have nudged their fair value estimate for Greif higher to $96 from $93 per share, as they factor in a lower perceived risk profile, stronger margin outlook, and supportive industry dynamics following the sale of its containerboard assets. They believe this transaction should enhance cash generation and return potential.

GEF: Asset Sale Proceeds And Cash Position Will Balance Near-Term Volume Risks

Analysts have slightly reduced their price target for Greif from $72 to $71, citing ongoing volume challenges and a desire for greater visibility on earnings replacement following recent asset sales. Analyst Commentary Recent analyst notes provide a mixed outlook for Greif, reflecting both opportunities and ongoing challenges in the company's strategic positioning and market environment.

GEF: Proceeds From Recent Asset Sales Will Support Financial Flexibility

Greif's analyst price target has shifted slightly lower, from $73.80 to $72.60, as analysts weigh the impact of recent asset sales and evolving industry headwinds while considering stable financial fundamentals. Analyst Commentary Recent Street research presents a mix of optimism and caution regarding Greif's outlook.

GEF: Balance Sheet Flexibility And Asset Sales Will Drive Future Momentum

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.

Cost Optimization And Polymer Packaging Will Build Future Efficiency

Greif's analyst price target has been revised downward from $75.80 to $73.80, reflecting tempered expectations following recent asset sales and ongoing sector headwinds cited by analysts. Analyst Commentary Recent analyst coverage of Greif has reflected a mix of optimism and caution regarding the company’s valuation and future prospects following recent asset sales and shifting sector trends.

Greif: Good Greif, Firepower For M&A

Sep 08

Greif (NYSE:GEF) Has A Somewhat Strained Balance Sheet

Apr 30
Greif (NYSE:GEF) Has A Somewhat Strained Balance Sheet

Grief Over Greif Represents A Buying Opportunity

Apr 28

Greif Offers Long-Term Potential, Even With Recent Cash Flow Pain

Jan 29

Greif (NYSE:GEF) Takes On Some Risk With Its Use Of Debt

Dec 02
Greif (NYSE:GEF) Takes On Some Risk With Its Use Of Debt

What Does Greif, Inc.'s (NYSE:GEF) Share Price Indicate?

Oct 24
What Does Greif, Inc.'s (NYSE:GEF) Share Price Indicate?
User avatar

From Polymer Innovations To Critical Growth And Enhanced Margins

Shifting to material solution-focused operations will increase operational efficiency and improve profitability by enhancing accountability and driving cost efficiencies.

Here's Why Greif (NYSE:GEF) Has A Meaningful Debt Burden

Aug 24
Here's Why Greif (NYSE:GEF) Has A Meaningful Debt Burden

Benign Growth For Greif, Inc. (NYSE:GEF) Underpins Its Share Price

Aug 05
Benign Growth For Greif, Inc. (NYSE:GEF) Underpins Its Share Price

Is There Now An Opportunity In Greif, Inc. (NYSE:GEF)?

Jul 15
Is There Now An Opportunity In Greif, Inc. (NYSE:GEF)?

Greif: Not Compelled To Shift Our Neutral Stance

Jul 10

Greif: Another Price Increase? Good Greif

Jun 14

Lacklustre Performance Is Driving Greif, Inc.'s (NYSE:GEF) Low P/E

Apr 23
Lacklustre Performance Is Driving Greif, Inc.'s (NYSE:GEF) Low P/E

These 4 Measures Indicate That Greif (NYSE:GEF) Is Using Debt Extensively

Apr 05
These 4 Measures Indicate That Greif (NYSE:GEF) Is Using Debt Extensively

Should You Investigate Greif, Inc. (NYSE:GEF) At US$63.00?

Mar 19
Should You Investigate Greif, Inc. (NYSE:GEF) At US$63.00?

Greif (NYSE:GEF) Is Due To Pay A Dividend Of $0.52

Mar 01
Greif (NYSE:GEF) Is Due To Pay A Dividend Of $0.52

Greif: Performance And Expectations Are Worsening, But The Share Price Remains High

Feb 01

Greif, Inc. (NYSE:GEF) Looks Inexpensive But Perhaps Not Attractive Enough

Jan 02
Greif, Inc. (NYSE:GEF) Looks Inexpensive But Perhaps Not Attractive Enough

Greif: Low Demand And Weak Results Signal Limited Growth

Dec 21

CEO報酬分析

Greif の収益と比較して、Ole Rosgaard の報酬はどのように変化したか？
日付総報酬給与会社業績
Mar 31 2026n/an/a

US$180m

Dec 31 2025n/an/a

US$186m

Sep 30 2025US$9mUS$1m

US$16m

Jul 31 2025n/an/a

US$141m

Apr 30 2025n/an/a

US$179m

Jan 31 2025n/an/a

US$210m

Oct 31 2024US$9mUS$1m

US$236m

Sep 30 2024n/an/a

US$241m

Jul 31 2024n/an/a

US$254m

Apr 30 2024n/an/a

US$267m

Jan 31 2024n/an/a

US$337m

Oct 31 2023US$4mUS$981k

US$281m

Jul 31 2023n/an/a

US$391m

Apr 30 2023n/an/a

US$442m

Jan 31 2023n/an/a

US$456m

Oct 31 2022US$5mUS$827k

US$377m

Jul 31 2022n/an/a

US$382m

Apr 30 2022n/an/a

US$353m

Jan 31 2022n/an/a

US$378m

Oct 31 2021US$2mUS$602k

US$391m

Jul 31 2021n/an/a

US$331m

Apr 30 2021n/an/a

US$238m

Jan 31 2021n/an/a

US$100m

Oct 31 2020US$1mUS$550k

US$109m

Jul 31 2020n/an/a

US$129m

Apr 30 2020n/an/a

US$171m

Jan 31 2020n/an/a

US$174m

Oct 31 2019US$2mUS$507k

US$171m

報酬と市場: Oleの 総報酬 ($USD 9.44M ) は、 US市場 ($USD 7.18M ) の同規模の企業の平均を上回っています。

報酬と収益: Oleの報酬は、過去 1 年間の会社の業績と一致しています。

CEO

Ole Rosgaard (61 yo)

4.3yrs
在職期間
US$9,439,962
報酬

Mr. Ole G. Rosgaard serves as President and Chief Executive Officer at Greif, Inc since February 01, 2022 and serves as its Director since March 01, 2022. He served as Chief Operating Officer at Greif, Inc...

リーダーシップ・チーム

名称ポジション在職期間報酬所有権
Ole Rosgaard
President4.3yrsUS$9.44m0.30%
$ 10.2m
Lawrence Hilsheimer
Executive VP & CFO12yrsUS$5.17m0.60%
$ 20.6m
Timothy Bergwall
Senior VP & Chief Commercial Officer7.3yrsUS$2.93m0.15%
$ 5.3m
Kimberly Kellermann
Senior VP & COO4.3yrsデータなし0.013%
$ 433.7k
Michael Taylor
VP, Corporate Controller & Chief Accounting Officer4yrsデータなし0.0069%
$ 238.7k
Vivian Bouet
Senior VP3.4yrsデータなし0.017%
$ 587.7k
Bill D'Onofrio
Vice President of Investor Relations & Corporate Development2.3yrsデータなしデータなし
L. Hoffman
Senior VPless than a yearデータなし0.034%
$ 1.2m
Bala Sathyanarayanan
Executive VP & Chief Human Resources Officer7.5yrsUS$2.17m0.067%
$ 2.3m
Matthew Leahy
Senior VP of Strategic Business Unit & GM of Innovative Closure Solutionsless than a yearデータなし0.0059%
$ 204.6k
Gustavo Libanio
Senior VP of Strategic Business Unit & GM of Customized Polymers Solutionsless than a yearデータなしデータなし
J. Johansson
Senior VP of Strategic Business Unit & GM of Durable Metal Solutionsless than a yearデータなし0.00033%
$ 11.4k
3.7yrs
平均在職期間
53yo
平均年齢

経験豊富な経営陣: GEFの経営陣は 経験豊富 であると考えられます ( 3.7年の平均在職年数)。

取締役

名称ポジション在職期間報酬所有権
Ole Rosgaard
President4.2yrsUS$9.44m0.30%
$ 10.2m
B. Rose
Independent Director1.8yrsUS$277.00k0.028%
$ 955.3k
Bruce Edwards
Chairman & Independent Lead Director20.3yrsUS$395.00k0.13%
$ 4.5m
Mark Emkes
Independent Director18.3yrsUS$307.50k0.081%
$ 2.8m
Robert Patterson
Independent Director6.2yrsUS$302.00k0.067%
$ 2.3m
John McNamara
Independent Director16.8yrsUS$297.50k8.82%
$ 303.9m
Karen Morrison
Independent Director4.2yrsUS$277.00k0.025%
$ 862.0k
Jillian Evanko
Independent Director1.9yrsUS$277.00k0.014%
$ 468.5k
Kimberly Scott
Independent Director4.2yrsUS$282.50k0.025%
$ 862.0k
Frank Miller
Independent Director3.3yrsUS$282.50k0.022%
$ 752.4k
4.2yrs
平均在職期間
57.5yo
平均年齢

経験豊富なボード: GEFの 取締役会 は 経験豊富 であると考えられます ( 4.2年の平均在任期間)。

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 04:35
終値2026/05/06 00:00
収益2026/03/31
年間収益2025/09/30

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
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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

Greif, Inc. 6 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。16

アナリスト機関
Ghansham PanjabiBaird
Walter LiptakBarrington Research Associates, Inc.
Mark WildeBMO Capital Markets Equity Research