Greif 경영진
경영진 기준 점검 3/4
Greif CEO는 Ole Rosgaard, Feb2022 에 임명되었습니다 의 임기는 4.33 년입니다. 총 연간 보상은 $9.44M, 11% 급여 및 89% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 $9.75M 가치에 해당하는 회사 주식의 0.3% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 3.8 년과 4.3 년입니다.
핵심 정보
Ole Rosgaard
최고경영자
US$9.4m
총 보수
| CEO 급여 비율 | 11.04% |
| CEO 재임 기간 | 4.3yrs |
| CEO 지분 보유율 | 0.3% |
| 경영진 평균 재임 기간 | 3.8yrs |
| 이사회 평균 재임 기간 | 4.3yrs |
최근 경영진 업데이트
Recent updates
내러티브 업데이트 • May 03
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.
내러티브 업데이트 • Apr 18
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.내러티브 업데이트 • Apr 03
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.내러티브 업데이트 • Mar 20
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.내러티브 업데이트 • Mar 06
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.내러티브 업데이트 • Feb 19
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.내러티브 업데이트 • Feb 05
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.
새로운 내러티브 • Jan 29
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?내러티브 업데이트 • Jan 22
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.내러티브 업데이트 • Jan 06
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.내러티브 업데이트 • Dec 14
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.내러티브 업데이트 • Nov 29
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.내러티브 업데이트 • Nov 15
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.내러티브 업데이트 • Nov 01
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.내러티브 업데이트 • Oct 18
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.Seeking Alpha • Sep 08
Greif: Good Greif, Firepower For M&A
Summary Despite macro headwinds and uneven segment volumes, Greif's underlying profitability and free cash flow are improving, highlighting business resilience. Recent asset sales have strengthened the balance sheet, providing significant capital for M&A, with management targeting high-margin, growth segments. Portfolio pivot by divesting containerboard/timberlands to focus on higher-margin pharma, F&B, agrochemicals. Management sees recovery only by 2H26; rate cuts help slowly; tariffs immaterial directly but weigh on customers. Read the full article on Seeking Alpha분석 기사 • Apr 30
Greif (NYSE:GEF) Has A Somewhat Strained Balance Sheet
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Seeking Alpha • Apr 28
Grief Over Greif Represents A Buying Opportunity
Summary Despite a challenging market, Greif, Inc. stock remains a Buy due to its attractive valuation and management's optimistic long-term outlook. Greif's Customized Polymer Solutions and Sustainable Fiber Solutions segments drove revenue growth, with significant contributions from recent acquisitions and higher container board prices. Profitability faced setbacks due to non-cash asset impairment charges and tax benefits, but gross profit margin and EBITDA showed improvement. Management's strategic actions, including cost optimization and operational closures, aim to enhance future profitability, justifying the 'buy' rating for GEF despite economic uncertainties. Read the full article on Seeking AlphaSeeking Alpha • Jan 29
Greif Offers Long-Term Potential, Even With Recent Cash Flow Pain
Summary Greif, Inc. remains a “buy” despite declining profits and cash flows, driven by strong revenue growth and strategic acquisitions in its Global Industrial Packaging segment. The company's Paper Packaging & Services segment also showed solid revenue growth, supported by higher containerboard prices and product mix changes. Management's long-term focus and ambitious growth plans, including a projected $1 billion EBITDA by 2027, make Greif a compelling investment opportunity. Despite current profitability challenges, GEF stock's attractive valuation and strategic investments position it for significant future upside, potentially exceeding S&P 500 average returns. Read the full article on Seeking Alpha분석 기사 • Dec 02
Greif (NYSE:GEF) Takes On Some Risk With Its Use Of Debt
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...분석 기사 • Oct 24
What Does Greif, Inc.'s (NYSE:GEF) Share Price Indicate?
Greif, Inc. ( NYSE:GEF ), is not the largest company out there, but it received a lot of attention from a substantial...
새로운 내러티브 • Sep 05
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.분석 기사 • Aug 24
Here's Why Greif (NYSE:GEF) Has A Meaningful Debt Burden
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...분석 기사 • Aug 05
Benign Growth For Greif, Inc. (NYSE:GEF) Underpins Its Share Price
When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") above 18x, you may...분석 기사 • Jul 15
Is There Now An Opportunity In Greif, Inc. (NYSE:GEF)?
Greif, Inc. ( NYSE:GEF ), is not the largest company out there, but it received a lot of attention from a substantial...Seeking Alpha • Jul 10
Greif: Not Compelled To Shift Our Neutral Stance
Summary Greif, an industrial packaging player, has faced a difficult twelve months losing 15% and underperforming its material and small-cap peers. Greif is facing volume challenges across multiple regions, but sequential improvements can be seen, as global manufacturing PMI trends improve and benefits from recent price hikes get reflected. Spike in leverage, limited FCF uplift, and pricey forward valuations also make Greif stock unattractive for investment at the moment. The stock has broken down from a multi-year channel, with selling pressure yet to abate. Read the full article on Seeking AlphaSeeking Alpha • Jun 14
Greif: Another Price Increase? Good Greif
Summary GEF experienced weakening customer demand patterns in FY23, which is expected to continue in FY24, but has consistently reported robust profitability margins throughout the years. The firm has raised prices for the third time this year in response to rising raw material, energy, labour, and transportation costs. GEF's recent acquisitions, including Ipackchem, aim to drive growth in high-margin jerry can and small plastics markets. Gaining favourable exposure to stable end-markets. Read the full article on Seeking Alpha분석 기사 • Apr 23
Lacklustre Performance Is Driving Greif, Inc.'s (NYSE:GEF) Low P/E
With a price-to-earnings (or "P/E") ratio of 8.7x Greif, Inc. ( NYSE:GEF ) may be sending bullish signals at the...분석 기사 • Apr 05
These 4 Measures Indicate That Greif (NYSE:GEF) Is Using Debt Extensively
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...분석 기사 • Mar 19
Should You Investigate Greif, Inc. (NYSE:GEF) At US$63.00?
Greif, Inc. ( NYSE:GEF ), might not be a large cap stock, but it maintained its current share price over the past...분석 기사 • Mar 01
Greif (NYSE:GEF) Is Due To Pay A Dividend Of $0.52
The board of Greif, Inc. ( NYSE:GEF ) has announced that it will pay a dividend of $0.52 per share on the 1st of April...Seeking Alpha • Feb 01
Greif: Performance And Expectations Are Worsening, But The Share Price Remains High
Summary Revenues keep decreasing as volumes are weak, but the IPACKCHEM acquisition should give them a boost in fiscal 2024. Gross profit and EBITDA margins remain high, and despite a recent contraction, recent product price raises should stabilize them. The debt profile has improved significantly in recent years, although debt will increase in fiscal 2024 as a result of the IPACKCHEM acquisition. The dividend remains safe as the company has historically reported low cash payout ratios. This represents a good company for long-term dividend investors, but I would wait for a better entry point. Read the full article on Seeking Alpha분석 기사 • Jan 02
Greif, Inc. (NYSE:GEF) Looks Inexpensive But Perhaps Not Attractive Enough
Greif, Inc.'s ( NYSE:GEF ) price-to-earnings (or "P/E") ratio of 8.5x might make it look like a buy right now compared...Seeking Alpha • Dec 21
Greif: Low Demand And Weak Results Signal Limited Growth
Summary Greif's performance has been affected by rising interest rates & declining industry demand, and this trend is expected to continue, impacting profitability. The company distributed $0.50 dividends in the first two quarters of FY2023, raised it to $0.52 in Q3 and Q4, resulting in annual dividend of $2.04 which is 3.07% yield. GEF has reported a downturn in net sales & net income in quarterly & full-year results due to lower demand and selling prices. Read the full article on Seeking AlphaCEO 보수 분석
| 날짜 | 총 보수 | 급여 | 회사 수익 |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | US$180m |
| Dec 31 2025 | n/a | n/a | US$186m |
| Sep 30 2025 | US$9m | US$1m | US$16m |
| Jul 31 2025 | n/a | n/a | US$141m |
| Apr 30 2025 | n/a | n/a | US$179m |
| Jan 31 2025 | n/a | n/a | US$210m |
| Oct 31 2024 | US$9m | US$1m | US$236m |
| Sep 30 2024 | n/a | n/a | US$241m |
| Jul 31 2024 | n/a | n/a | US$254m |
| Apr 30 2024 | n/a | n/a | US$267m |
| Jan 31 2024 | n/a | n/a | US$337m |
| Oct 31 2023 | US$4m | US$981k | US$281m |
| Jul 31 2023 | n/a | n/a | US$391m |
| Apr 30 2023 | n/a | n/a | US$442m |
| Jan 31 2023 | n/a | n/a | US$456m |
| Oct 31 2022 | US$5m | US$827k | US$377m |
| Jul 31 2022 | n/a | n/a | US$382m |
| Apr 30 2022 | n/a | n/a | US$353m |
| Jan 31 2022 | n/a | n/a | US$378m |
| Oct 31 2021 | US$2m | US$602k | US$391m |
| Jul 31 2021 | n/a | n/a | US$331m |
| Apr 30 2021 | n/a | n/a | US$238m |
| Jan 31 2021 | n/a | n/a | US$100m |
| Oct 31 2020 | US$1m | US$550k | US$109m |
| Jul 31 2020 | n/a | n/a | US$129m |
| Apr 30 2020 | n/a | n/a | US$171m |
| Jan 31 2020 | n/a | n/a | US$174m |
| Oct 31 2019 | US$2m | US$507k | US$171m |
보상 대 시장: Ole의 총 보수(USD9.44M)는 US 시장에서 비슷한 규모 기업의 평균(USD6.99M)보다 높습니다.
보상과 수익: Ole의 보상은 지난 1년 동안 회사 실적과 일치했습니다.
CEO
Ole Rosgaard (62 yo)
4.3yrs
재임 기간
US$9,439,962
보수
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...
리더십 팀
| 이름 | 직위 | 재임 기간 | 보수 | 지분 |
|---|---|---|---|---|
| President | 4.3yrs | US$9.44m | 0.30% $ 9.7m | |
| Executive VP & CFO | 12.1yrs | US$5.17m | 0.60% $ 19.7m | |
| Senior VP & Chief Commercial Officer | 7.3yrs | US$2.93m | 0.15% $ 4.9m | |
| Senior VP & COO | 4.3yrs | 데이터 없음 | 0.013% $ 413.5k | |
| VP, Corporate Controller & Chief Accounting Officer | 4.1yrs | 데이터 없음 | 0.0069% $ 227.6k | |
| Senior VP | 3.5yrs | 데이터 없음 | 0.017% $ 560.3k | |
| Vice President of Investor Relations & Corporate Development | 2.4yrs | 데이터 없음 | 데이터 없음 | |
| Senior VP | less than a year | 데이터 없음 | 0.034% $ 1.1m | |
| Executive VP & Chief Human Resources Officer | 7.6yrs | US$2.17m | 0.067% $ 2.2m | |
| Senior VP of Strategic Business Unit & GM of Innovative Closure Solutions | less than a year | 데이터 없음 | 0.0059% $ 195.1k | |
| Senior VP of Strategic Business Unit & GM of Customized Polymers Solutions | less than a year | 데이터 없음 | 데이터 없음 | |
| Senior VP of Strategic Business Unit & GM of Durable Metal Solutions | less than a year | 데이터 없음 | 0.00033% $ 10.8k |
3.8yrs
평균 재임 기간
54yo
평균 나이
경험이 풍부한 관리: GEF의 경영진은 경험이 있음으로 간주됩니다(평균 재임 3.8 년).
이사회 구성원
| 이름 | 직위 | 재임 기간 | 보수 | 지분 |
|---|---|---|---|---|
| President | 4.3yrs | US$9.44m | 0.30% $ 9.7m | |
| Independent Director | 1.8yrs | US$277.00k | 0.028% $ 910.7k | |
| Chairman & Independent Lead Director | 20.3yrs | US$395.00k | 0.13% $ 4.3m | |
| Independent Director | 18.3yrs | US$307.50k | 0.081% $ 2.6m | |
| Independent Director | 6.3yrs | US$302.00k | 0.067% $ 2.2m | |
| Independent Director | 16.8yrs | US$297.50k | 8.82% $ 289.8m | |
| Independent Director | 4.3yrs | US$277.00k | 0.025% $ 821.7k | |
| Independent Director | 2yrs | US$277.00k | 0.014% $ 446.7k | |
| Independent Director | 4.3yrs | US$282.50k | 0.025% $ 821.7k | |
| Independent Director | 3.3yrs | US$282.50k | 0.022% $ 717.3k |
4.3yrs
평균 재임 기간
58.5yo
평균 나이
경험이 풍부한 이사회: GEF의 이사회는 경험이 있음으로 간주됩니다(평균 재임 4.3 년).
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/06/01 04:06 |
| 종가 | 2026/06/01 00:00 |
| 수익 | 2026/03/31 |
| 연간 수익 | 2025/09/30 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
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분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.
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산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
Greif, Inc.는 16명의 분석가가 다루고 있습니다. 이 중 6명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Ghansham Panjabi | Baird |
| Walter Liptak | Barrington Research Associates, Inc. |
| Mark Wilde | BMO Capital Markets Equity Research |