US · Consumer Cyclical · Packaging & Containers
EPS came in at 0.14 against a street estimate of 0.11 — a beat of 27.3%.
Analysts rate Graphic Packaging Holding Company a hold (2 buy, 8 hold, 2 sell out of 12) with an average price target of $10.95.
MIXED Q2 beat EBITDA guidance on $85M cost savings despite $150M inflation headwind. Pricing actions worth $145M annualized provide offset, but 2026 cash flow cut to $600–700M due to inventory timing delays and unbleached mill inefficiencies. Q2 2026 Innovation sales evenly split between Americas and International. Americas led by cups/containers; International by multipacks and food trays. Analysts pressed on URB margin profile (competitive but system-optimizing), pricing magnitude ($120/ton recent increases on bleach grades), and 2027 free cash flow bridges. Management emphasized pricing traction in tight market, URB as pragmatic flexibility play, and $175M of onetime items in 2026 EBITDA that will benefit 2027 comps. 2026-08-04…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 14.07% |
| Fuller & Thaler Asset Management Inc | 7.05% |
| AQR Capital Management LLC | 6.83% |
| FMR Inc | 5.87% |
| Vanguard Portfolio Management, LLC | 4.88% |
| Vanguard Capital Management, LLC | 4.51% |
| State Street Corp | 3.53% |
| Manning & Napier Advisors, LLC | 2.79% |
| Document | Date |
|---|---|
| Board / officer change · Q3 2026 HEADLINE NUMBERS • Graphic Packaging Holding Company appointed Aditya J. Gandhi, age 46, as Vice President and Chief Accounting Officer on September | 2026-09-28 |
| Company announcement · Q3 2026 HEADLINE NUMBERS • Graphic Packaging Holding Company (NYSE: GPK) filed an 8-K dated September 28, 2026. • The filing contains no new financial resul | 2026-09-28 |
| Current report · Q3 2026 GRAPHIC PACKAGING HOLDING COMPANY – 8-K SUMMARY HEADLINE NUMBERS • Company entered into loan agreement on September 3, 2026 for $115.2 million aggre | 2026-09-03 |
| Company announcement · Q3 2026 GRAPHIC PACKAGING HOLDING COMPANY (GPK) - 8-K SUMMARY RISKS & NEGATIVES • Stockholder derivative lawsuit filed August 14, 2026, against GPHC and cer | 2026-08-17 |
| Quarterly report · Q2 2026 GRAPHIC PACKAGING HOLDING COMPANY - 10-Q SUMMARY Quarter Ended June 30, 2026 --- HEADLINE NUMBERS • Net Sales (6 months): $4,344 million (2026) vs. | 2026-08-04 |
| Results announced · Q3 2026 GRAPHIC PACKAGING HOLDING COMPANY - Q2 2026 FINANCIAL SUMMARY HEADLINE NUMBERS • Net Sales: $2,188 million in Q2 2026 vs. $2,204 million in Q2 2025 | 2026-08-04 |
| Charter / bylaws change · Q2 2026 GRAPHIC PACKAGING HOLDING COMPANY (GPK) - 8-K SUMMARY HEADLINE NUMBERS • Shares Outstanding: 295,884,287 common shares as of record date • Meeting A | 2026-06-16 |
| Quarterly report · Q1 2026 GRAPHIC PACKAGING HOLDING COMPANY – Q1 2026 10-Q SUMMARY --- HEADLINE NUMBERS • Net Sales Q1 2026: $2,156 million (vs. $2,120 million Q1 2025) – up | 2026-05-05 |
Readable in the app.
| Action | Detail | Date |
|---|---|---|
| Dividend | $0.11 / share ex-date Sep 15, 2026 · pay Oct 6, 2026 | 2026-09-15 |
| Dividend | $0.11 / share ex-date Jun 15, 2026 · pay Jul 7, 2026 | 2026-06-15 |
| Dividend | $0.11 / share ex-date Mar 13, 2026 · pay Apr 8, 2026 | 2026-03-13 |
| Dividend | $0.11 / share ex-date Dec 15, 2025 · pay Jan 7, 2026 | 2025-12-15 |
| Dividend | $0.11 / share ex-date Sep 15, 2025 · pay Oct 5, 2025 | 2025-09-15 |
| Announcement | Date |
|---|---|
| Loan agreement for $115M financing, likely for capacity expansion Graphic Packaging, a packaging company, issued $115.2 million in tax-exempt green bonds due 2064 through the Mission Economic Development Corporation (MEDC). The bonds carry a 5.00% annual i | 2026-09-03 |
| Loan agreement entered into for capacity or facility expansion project Graphic Packaging Holding Company's operating subsidiary entered into a loan agreement on May 19, 2026, to borrow approximately $141.4 million through tax-exempt 'green' bonds issued by the | 2026-05-26 |
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Open in the appGoogle PlayApp StoreData updated 2026-10-19.