Graphic Packaging Holding Company

NYSE:GPK 株式レポート

時価総額:US$3.1b

Graphic Packaging Holding マネジメント

マネジメント 基準チェック /14

Graphic Packaging Holdingの CEO はRobbert Rietbroekで、 Jan2026年に任命され、 の在任期間は 1 年未満です。 は、会社の株式の0.015%を直接所有しており、その価値は$ 467.88K 。経営陣と取締役会の平均在任期間はそれぞれ0.5年と4.3年です。

主要情報

Robbert Rietbroek

最高経営責任者

n/a

報酬総額

CEO給与比率n/a
CEO在任期間less than a year
CEOの所有権0.01%
経営陣の平均在職期間less than a year
取締役会の平均在任期間4.3yrs

経営陣の近況

Recent updates

ナラティブの更新 Jun 30

GPK: Legal And Demand Headwinds Will Pressure Earnings And Limit Upside

Analysts have trimmed the fair value estimate for Graphic Packaging Holding by $1.00 to $8.00, reflecting caution around boxboard demand, pricing power, and cost inflation, even as some research highlights potential benefits from recent price increase efforts and corporate interest in the stock. Analyst Commentary Recent Street research on Graphic Packaging Holding points to a cautious stance, with several firms revisiting price targets, ratings, and underlying assumptions around growth, pricing, and execution risk.
Seeking Alpha Jun 17

Graphic Packaging: A Hold Between Debt Pressure And Cash Flow Recovery

Summary Graphic Packaging Holding Company is rated hold, reflecting unproven recovery in margins, cash flow, and elevated debt despite a sharp share price decline. GPK's recovery thesis hinges on confirmed improvements in free cash flow, adjusted EBITDA margin, and net leverage, none of which are yet evident in reported results. Cost reductions, lower capex, and regulatory tailwinds offer potential, but margin pressure from rising input costs and weak unit economics remain unresolved risks. Peer comparisons reveal GPK's weaker margins and higher leverage, justifying its valuation discount until operational recovery is demonstrated in quarterly data. Read the full article on Seeking Alpha
ナラティブの更新 Jun 16

GPK: Boxboard Price Increases And Turnaround Actions Will Support Future Repricing

Analysts have modestly reduced their price targets for Graphic Packaging Holding, with updated fair value estimates moving from about $17.22 to $16.84 as they weigh recent boxboard price increase efforts, input cost pressures, and mixed views on the likelihood of fully achieving planned pricing actions. Analyst Commentary Recent Street research on Graphic Packaging Holding highlights a mix of caution and optimism as analysts reassess fair value estimates in light of boxboard pricing actions, input cost pressures, and shifting expectations for execution on planned price increases.
分析記事 Jun 16

Graphic Packaging Holding (GPK) Stock Could Be 6.9% Undervalued After Class Action Claims

Graphic Packaging Holding (GPK) stock is in focus after a wave of securities class action filings and investigations alleging misleading disclosures on inventory issues, demand trends, costs, and business strength. See our latest analysis for Graphic Packaging Holding. Graphic Packaging Holding’s share price has bounced in the short term, with a 1‑month share price return of 13.8% and 3‑month return of 11.8%. However, longer term performance remains weak, with the 1‑year total shareholder...
ナラティブの更新 Jun 02

GPK: Boxboard Pricing Actions And Legal Overhang Will Shape Medium Term Upside

Analysts have adjusted the price target for Graphic Packaging Holding to $11.79, reflecting updated assumptions around discount rates, boxboard pricing efforts, and expectations for the stock's future P/E multiple in light of recent Street research. Analyst Commentary Recent Street research around Graphic Packaging Holding reflects a mix of optimism on pricing actions and caution around execution risk, sector conditions, and valuation.
ナラティブの更新 May 14

GPK: Potential PE Deal Interest Will Support Medium Term Upside

Analysts have reset the fair value estimate for Graphic Packaging Holding to $11.79 from $17.17, reflecting a combination of lower price targets from several firms and revised assumptions around growth, margins, and future P/E multiples. Analyst Commentary Recent Street research around Graphic Packaging Holding has been mixed, with some firms adjusting price targets higher while others are cutting targets or ratings.
ナラティブの更新 Apr 29

GPK: 2026 Guidance And Buybacks Will Underpin Potential Private Equity Repricing

The analyst price target for Graphic Packaging Holding has been reduced by $3 to reflect a lower fair value estimate and more conservative assumptions for revenue growth, profit margins, and future P/E. This change is in line with recent target cuts and more cautious views from several firms.
ナラティブの更新 Apr 15

GPK: 2026 Guidance And Buybacks Will Support Rerating Potential

Analysts have trimmed their price targets on Graphic Packaging Holding, and the updated fair value estimate moves from $21.85 to about $20.36 as they factor in more conservative revenue growth, lower profit margins, a slightly higher discount rate, and a higher future P/E assumption. Analyst Commentary Recent Street research on Graphic Packaging Holding has leaned cautious on price targets, but it also highlights several supportive factors that bullish analysts continue to watch closely.
ナラティブの更新 Mar 31

GPK: 2026 Pricing And Volume Uncertainty Will Limit Multiple Expansion

Analysts have reduced the fair value estimate for Graphic Packaging Holding by $2 to $9.00, citing a more cautious outlook that reflects recent price target cuts across the Street, a slightly higher discount rate, softer projected revenue growth and profit margins, and a lower assumed future P/E multiple. Analyst Commentary Recent Street research on Graphic Packaging reflects a more cautious tone, with several bearish analysts trimming price targets and, in at least one case, downgrading the rating while keeping price targets unchanged.
ナラティブの更新 Mar 17

GPK: Leadership Transition And 2026 Volume Reset Will Drive Upside Potential

Analysts have trimmed the average price target for Graphic Packaging by several dollars to around the high teens in dollar terms, citing recent management changes, a tougher pricing setup for paperboard grades, and a more cautious 2026 volume outlook across the packaging group. Analyst Commentary Across recent research, the tone around Graphic Packaging has shifted toward more cautious expectations for 2026, but there are still a few clear pockets of optimism that readers should understand when thinking about valuation, execution and growth.
ナラティブの更新 Mar 03

GPK: Leadership Change And 2026 Volume Setup Will Drive Upside Potential

Analysts have trimmed their average price target on Graphic Packaging Holding by $0.15 to $21.85. This reflects recent Street research that cites estimate revision risk tied to management changes, a tougher setup for 2026 packaging volumes, and a higher assumed future P/E multiple.
ナラティブの更新 Feb 17

GPK: Deteriorating 2026 Pricing And Volume Outlook Will Pressure Earnings

Analysts have reduced their fair value estimate for Graphic Packaging Holding to $11.00 from $15.00. This reflects updated views on revenue trends, profit margins and the appropriate P/E multiple following a series of recent price target cuts and rating changes across the Street.
ナラティブの更新 Feb 03

GPK: Leadership Transition And 2026 Execution Will Support Stronger Long-Term Outlook

Narrative Update Our analyst price target for Graphic Packaging Holding has shifted from $23.00 to $22.00, reflecting analysts' mixed views, as some firms trim targets on concerns around 2026 volumes, pricing and leadership changes, while others still see room for upside and have nudged targets higher. Analyst Commentary Recent research on Graphic Packaging Holding highlights a split view, with several firms lowering price targets and ratings, while some bullish analysts still see room for upside tied to execution and long term growth potential.
ナラティブの更新 Jan 20

GPK: Packaging Pricing And Governance Reset Will Support Medium Term Upside

The analyst price target for Graphic Packaging Holding has been reset to US$17.17 from US$19.89 as analysts factor in updated assumptions for revenue growth, profit margins, discount rate and future P/E in light of recent rating changes and cautious commentary on 2026 packaging volumes and pricing. Analyst Commentary Recent research on Graphic Packaging Holding reflects a mixed view, with price targets generally being reset in a tighter US$16 to US$18 range and ratings clustering around Neutral or Hold.
ナラティブの更新 Jan 06

GPK: Governance Shakeup Will Set Up A Stronger Long-Term Outlook

Analysts have cut their price target on Graphic Packaging Holding to about $23, down from roughly $31.74. They cite updated assumptions for fair value, a higher discount rate, softer revenue growth expectations, lower profit margins, and a slightly reduced future P/E.
ナラティブの更新 Dec 18

GPK: Softer Demand And Leadership Changes Will Shape A Cautious Outlook

Analysts have reduced their price target for Graphic Packaging Holding from $24 to $20 per share, citing softer demand conditions and tempered growth expectations reflected in lower sector estimates. Analyst Commentary Bearish analysts have recently trimmed their price targets for Graphic Packaging, signaling mounting caution around the companys near term outlook and the broader packaging sector.
分析記事 Dec 10

Graphic Packaging Holding (NYSE:GPK) Has Affirmed Its Dividend Of $0.11

Graphic Packaging Holding Company's ( NYSE:GPK ) investors are due to receive a payment of $0.11 per share on 7th of...
ナラティブの更新 Dec 04

GPK: Operational Discipline Will Support Upside Despite Softer Packaging Demand

Analysts modestly reduced their price target on Graphic Packaging Holding by about $0.15 per share to reflect slightly lower fair value estimates and softer containers and packaging market conditions that have led to recent target cuts from $23 to $24 to around $20 to $21. Analyst Commentary Recent Street research reflects a more cautious stance on Graphic Packaging Holding, with modestly lower price targets signaling tempered expectations for upside in the near term.
ナラティブの更新 Nov 20

GPK: Operational Discipline Will Drive Resilience Amid Changing Market Conditions

Analysts have lowered their price target for Graphic Packaging Holding by nearly $3 to $20 per share. They cite reduced estimates and softer market conditions in the packaging industry.
ナラティブの更新 Nov 05

GPK: Cost Controls And Market Stability Will Support Long-Term Upside

The analyst price target for Graphic Packaging Holding has recently decreased, dropping by over $1 to reflect a new range near $21. Analysts cite softer market conditions and revised sector estimates as key factors.
ナラティブの更新 Oct 22

Analysts Signal Caution on Graphic Packaging Holding Amid Lowered Price Targets and Softer Market Conditions

Analysts have lowered their price targets for Graphic Packaging Holding by several dollars. This reflects more cautious expectations due to ongoing softer market conditions in the packaging industry.
ナラティブの更新 Oct 08

Sustainable Recycled Packaging Will Secure Future Market Leadership

Analysts have lowered their price target for Graphic Packaging Holding from $25.70 to $24.95, citing expectations for softer market conditions as well as a modest reduction in revenue growth and profit margin forecasts. Analyst Commentary Analysts have issued mixed commentary following the recent price target adjustments for Graphic Packaging Holding.
分析記事 Sep 09

Graphic Packaging Holding (NYSE:GPK) Use Of Debt Could Be Considered Risky

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
分析記事 Aug 22

Many Still Looking Away From Graphic Packaging Holding Company (NYSE:GPK)

Graphic Packaging Holding Company's ( NYSE:GPK ) price-to-earnings (or "P/E") ratio of 12.7x might make it look like a...
分析記事 Aug 04

Graphic Packaging Holding (NYSE:GPK) Will Pay A Dividend Of $0.11

The board of Graphic Packaging Holding Company ( NYSE:GPK ) has announced that it will pay a dividend of $0.11 per...
分析記事 Jul 23

Graphic Packaging Holding (NYSE:GPK) Shareholders Will Want The ROCE Trajectory To Continue

Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
Seeking Alpha Mar 26

Graphic Packaging: Steady Volumes Despite A Weak Consumer Environment

Summary Graphic Packaging's strategic divestiture of the Augusta facility and investment in the Waco facility aims to optimize capital allocation and enhance long-term profitability. Despite a challenging 2024, the company managed volume pressures and protected margins, with a stable outlook for 2025 driven by innovation and productivity gains. Trading at a discount to peers, Graphic Packaging presents an attractive entry point, with significant upside potential as the Waco facility comes online in late 2025. I maintain a 'buy' rating, anticipating a cash flow inflection and enhanced EBITDA from Waco, positioning the company well for a potential recovery. Read the full article on Seeking Alpha
分析記事 Mar 24

Is Graphic Packaging Holding (NYSE:GPK) Using Too Much Debt?

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
分析記事 Mar 08

Graphic Packaging Holding Company's (NYSE:GPK) Earnings Are Not Doing Enough For Some Investors

With a price-to-earnings (or "P/E") ratio of 12.7x Graphic Packaging Holding Company ( NYSE:GPK ) may be sending...
分析記事 Jan 27

Graphic Packaging Holding's (NYSE:GPK) Returns On Capital Are Heading Higher

What trends should we look for it we want to identify stocks that can multiply in value over the long term? Firstly...
分析記事 Dec 16

Should You Be Adding Graphic Packaging Holding (NYSE:GPK) To Your Watchlist Today?

It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
分析記事 Dec 03

Why Graphic Packaging Holding Company (NYSE:GPK) Could Be Worth Watching

Graphic Packaging Holding Company ( NYSE:GPK ), might not be a large cap stock, but it had a relatively subdued couple...

CEO

Robbert Rietbroek (52 yo)

less than a year
在職期間

Mr. Robbert E. Rietbroek serves as President, CEO & Director of Graphic Packaging Holding Company since January 1, 2026. He also serves as CEO, President & Director of Graphic Packaging International, LLC....


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
Charles Lischer
Senior VP6.7yrsUS$1.17m0.027%
$ 853.5k
Joseph Yost
Executive VP & President of Americas17.5yrsUS$2.30m0.095%
$ 3.0m
Robbert Rietbroek
Presidentless than a yearデータなし0.015%
$ 467.9k
Nikhil Narvekar
Senior Vice President & Chief Information Officerless than a yearデータなしデータなし
Melanie Skijus
Vice President of Investor Relationsless than a yearデータなしデータなし
Daniel Fishbein
Executive VP of General Counsel & Secretaryless than a yearデータなしデータなし
Ruth Davila
Vice President of Global Communicationsless than a yearデータなしデータなし
Elizabeth Spence
Executive Vice President of Human Resources4.3yrsデータなし0.020%
$ 626.1k
Jean-Francois Roche
Senior VP & Chief Commercial Officer1.5yrsデータなし0.018%
$ 568.3k
Scott LeBeau
Executive Vice President of Paperboard Manufacturingno dataデータなし0.0077%
$ 241.4k
Scott Fallan
Senior Vice President & President of Internationalno dataデータなしデータなし
Karel Van Der Mandele
Senior VP & Chief Transformation Officerless than a yearデータなしデータなし
0.5yrs
平均在職期間
53yo
平均年齢

経験豊富な経営陣: GPKの経営陣は 経験豊富 とはみなされません ( 0.5年の平均在職年数)。これは新しいチームを示唆しています。


取締役

名称ポジション在職期間報酬所有権
Robbert Rietbroek
Presidentless than a yearデータなし0.015%
$ 467.9k
Mary Brlas
Independent Director7.5yrsUS$280.01k0.023%
$ 724.0k
Robert Hagemann
Independent Director12.2yrsUS$280.01k0.049%
$ 1.5m
Jeffrey Stafeil
Independent Directorless than a yearデータなし0.012%
$ 360.9k
Lynn Wentworth
Independent Director16.7yrsUS$305.01k0.040%
$ 1.2m
Aziz Aghili
Independent Director4.3yrsUS$280.01k0.0088%
$ 276.2k
Larry Venturelli
Independent Chairman of the board10.2yrsUS$305.01k0.046%
$ 1.4m
Andrew Callahan
Independent Director2yrsUS$280.01k0.0079%
$ 246.1k
Alessandro Maselli
Independent Director1.2yrsUS$233.49k0.0079%
$ 246.1k
4.3yrs
平均在職期間
66yo
平均年齢

経験豊富なボード: GPKの 取締役会経験豊富 であると考えられます ( 4.3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2026/07/01 23:38
終値2026/07/01 00:00
収益2026/03/31
年間収益2025/12/31

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

この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、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。

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

Graphic Packaging Holding Company 11 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。24

アナリスト機関
Ghansham PanjabiBaird
Mark WildeBMO Capital Markets Equity Research
George StaphosBofA Global Research