Amcor plc

NYSE:AMCR Stock Report

Market Cap: US$19.0b

Amcor Management

Management criteria checks 3/4

Amcor's CEO is Peter Konieczny, appointed in Sep 2024, has a tenure of 1.75 years. total yearly compensation is $8.46M, comprised of 21.5% salary and 78.5% bonuses, including company stock and options. directly owns 0.03% of the company’s shares, worth $5.73M. The average tenure of the management team and the board of directors is 4.2 years and 1.6 years respectively.

Key information

Peter Konieczny

Chief executive officer

US$8.5m

Total compensation

CEO salary percentage21.54%
CEO tenure1.8yrs
CEO ownership0.03%
Management average tenure4.2yrs
Board average tenure1.6yrs

Recent management updates

Recent updates

Narrative Update Jun 10

AMCR: Future Returns Will Rely On Synergy Capture And Healthcare Capacity Expansion

Amcor's updated analyst price target has been trimmed by $2 to $41, as analysts cite recent target cuts across several firms, reflecting cautious views on volume visibility, synergy execution and regional risks, despite generally balanced risk and reward. Analyst Commentary Recent research points to a mixed but generally cautious stance, with several firms trimming price targets while still seeing some offsetting positives in Amcor's execution plans and balance sheet priorities.
Seeking Alpha Jun 08

Amcor: An Undervalued Income Stock With Upside

Summary Amcor trades at an attractive valuation with a compelling 7% dividend yield and 8.8% free cash flow yield. Volume declines have pressured shares post-Berry acquisition, but easier comps and synergy realization set up for a 2027 recovery. AMCR's free cash flow conversion remains robust, with 2027 guidance implying $1.5–$1.6B FCF and double-digit EPS growth potential. I see nearly 28% upside to a $49/share price target as deleveraging and volume recovery drive multiple expansions. Read the full article on Seeking Alpha
Narrative Update May 26

AMCR: Future Returns Will Hinge On Synergy Execution And Malaysia Healthcare Expansion

Analysts have trimmed their Amcor price targets, reflecting a shift to a new fair value estimate of about $48 from about $50 as they factor in lower assumed revenue growth, a slightly different discount rate, and reduced future P/E expectations following recent research visits and sector checks. Analyst Commentary Recent Street research on Amcor shows a mix of optimism and caution, with several firms adjusting price targets and one new bullish initiation.
Analysis Article May 15

Investors Can Find Comfort In Amcor's (NYSE:AMCR) Earnings Quality

The market was pleased with the recent earnings report from Amcor plc ( NYSE:AMCR ), despite the profit numbers being...
Narrative Update 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.
Narrative Update 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.
Narrative Update 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.
Narrative Update 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.
Narrative Update 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.
Narrative Update 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.
Narrative Update 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.
Narrative Update 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.
Narrative Update 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.
Narrative Update 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.
Analysis Article 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...
Analysis Article 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...
Narrative Update 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.
Narrative Update 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.
Narrative Update 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.
Narrative Update 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.
Narrative Update 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.
Analysis Article 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...
Analysis Article 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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

CEO Compensation Analysis

How has Peter Konieczny's remuneration changed compared to Amcor's earnings?
DateTotal CompensationSalaryCompany Earnings
Mar 31 2026n/an/a

US$678m

Dec 31 2025n/an/a

US$596m

Sep 30 2025n/an/a

US$582m

Jun 30 2025US$8mUS$2m

US$510m

Mar 31 2025n/an/a

US$805m

Dec 31 2024n/an/a

US$795m

Sep 30 2024n/an/a

US$766m

Jun 30 2024US$7mUS$1m

US$727m

Mar 31 2024n/an/a

US$650m

Dec 31 2023n/an/a

US$641m

Sep 30 2023n/an/a

US$962m

Jun 30 2023n/an/a

US$1b

Mar 31 2023n/an/a

US$970m

Dec 31 2022n/an/a

US$1b

Sep 30 2022n/an/a

US$830m

Jun 30 2022n/an/a

US$802m

Mar 31 2022n/an/a

US$948m

Dec 31 2021n/an/a

US$947m

Sep 30 2021n/an/a

US$941m

Jun 30 2021US$7mUS$1m

US$937m

Mar 31 2021n/an/a

US$862m

Dec 31 2020n/an/a

US$776m

Sep 30 2020n/an/a

US$744m

Jun 30 2020US$8mUS$1m

US$620m

Mar 31 2020n/an/a

US$521m

Dec 31 2019n/an/a

US$452m

Sep 30 2019n/an/a

US$405m

Jun 30 2019US$2mUS$1m

US$428m

Compensation vs Market: Peter's total compensation ($USD8.46M) is below average for companies of similar size in the US market ($USD14.67M).

Compensation vs Earnings: Peter's compensation has been consistent with company performance over the past year.


CEO

Peter Konieczny (60 yo)

1.8yrs
Tenure
US$8,458,329
Compensation

Mr. Peter Konieczny, Dip Engineering, MSc Mech Engineering, MBA, served as Interim Chief Executive Officer of Amcor plc from April 15, 2024 until September 2024 and serves as its Chief Executive Officer si...


Leadership Team

NamePositionTenureCompensationOwnership
Peter Konieczny
CEO & Director1.8yrsUS$8.46m0.030%
$ 5.7m
Susana Suarez-Gonzalez
Executive VP & Chief Human Resources Officer4yrsUS$3.17m0.0050%
$ 939.8k
Ian Wilson
Executive Vice President of Strategic Development26.4yrsUS$3.32m0.033%
$ 6.3m
Michael John Casamento
Advisorless than a yearUS$5.04m0.027%
$ 5.2m
Louis Stephan
Advisor7.1yrsUS$4.35m0.015%
$ 2.8m
Stephen Scherger
CFO & Executive VPless than a yearno data0.0052%
$ 994.8k
Kate Pearlman
Senior VP of Investor Relations & Treasuryno datano datano data
Deborah Rasin
Executive VP & General Counsel4.4yrsno data0.0020%
$ 387.3k
Laurel Spencer
Senior Vice President of Global Sales and Marketing3.7yrsno datano data
Jerzy Czubak
President of Amcor Specialty Cartons10.9yrsUS$915.89kno data
Michael Schmitt
Executive Vice President7.6yrsUS$1.74mno data
Kirby Losch
Interim Chief Commercial Officer7.8yrsno datano data
4.2yrs
Average Tenure
60yo
Average Age

Experienced Management: AMCR's management team is considered experienced (4.2 years average tenure).


Board Members

NamePositionTenureCompensationOwnership
Peter Konieczny
CEO & Director1.6yrsUS$8.46m0.030%
$ 5.7m
Stephen Sterrett
Deputy Independent Chairman1.2yrsUS$121.23k0.018%
$ 3.3m
Jonathan Foster
Independent Director1.2yrsUS$114.45k0.013%
$ 2.5m
Susan Carter
Independent Non-Executive Director5.4yrsUS$310.27k0.0031%
$ 586.6k
Graham Chipchase
Independent Non-Executive Director1.6yrsUS$251.69k0.00066%
$ 125.3k
Graeme Liebelt
Independent Non-Executive Chairman14.2yrsUS$557.74k0.011%
$ 2.1m
James Glerum
Independent Director1.2yrsUS$113.01k0.0037%
$ 711.9k
Nicholas Long
Independent Non-Executive Director9yrsUS$345.44k0.0034%
$ 636.0k
Achal Agarwal
Independent Non-Executive Director4.6yrsUS$303.19k0.0045%
$ 848.6k
Lucrece J. Foufopoulos-De Ridder
Independent Non-Executive Director2.6yrsUS$306.81k0.0019%
$ 360.7k
Jill Rahman
Independent Director1.2yrsUS$113.52k0.0036%
$ 677.8k
1.6yrs
Average Tenure
65yo
Average Age

Experienced Board: AMCR's board of directors are not considered experienced ( 1.6 years average tenure), which suggests a new board.


Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/06/21 08:38
End of Day Share Price 2026/06/18 00:00
Earnings2026/03/31
Annual Earnings2025/06/30

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Amcor plc is covered by 36 analysts. 20 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Ghansham PanjabiBaird
Brook Campbell-CrawfordBarrenjoey Markets Pty Limited
Benjamin BrayshawBarrenjoey Markets Pty Limited