XNYS • Basic Materials

Smurfit Westrock plc (SW)

PAPERBOARD CONTAINERS & BOXES · BEECH HILL, DUBLIN 4, D04 N2R2

XNYSstockActive listing
40.84
-0.32 (-0.78%)
Quote updated 10/19/2026, 4:00:00 AM
Previous close41.16
Open41.49
Day range40.83 – 41.98
52-week range32.73 – 52.65
Volume4,593,902
Market cap21.66B
PRICE HISTORY

Stock price history and performance

Daily closing prices from the stored market history.

250 sessions
$53$48$42$37$31Oct 21Apr 21Oct 19
STOCK RESEARCH · EDITORIAL ANALYSIS

Smurfit Westrock plc (SW): Investment Research & Business Outlook

A research-led explanation of the company, its financial evidence, valuation context and risks—not just a list of market numbers.

Research note

What the available evidence tells us

The latest stored quote for Smurfit Westrock plc (SW) is 40.84, timestamped 10/19/2026, 4:00:00 AM. A quote is a point-in-time observation; it does not, by itself, explain why the price moved or establish whether the shares are attractive.

Business and financial quality

Smurfit WestRock PLC manufactures corrugated packaging and consumer packaging, such as folding cartons and paperboard. operates a vertically integrated system supplying wood and recovered fiber to produce various grades of board, which are then converted into packaging products. Its main packaging categories include corrugated containers and consumer packaging, with additional products such as solidboard, kraft paper, graphic board, paper sacks, and bag-in-box packaging. The company's geographical segments include North America (including the U.S., Canada and Mexico), Europe, the Middle East and Africa and Asia-Pacific, and Latin America. The majority of the company's revenue is derived from product sales in the North American region. Stored fundamentals include 29 usable headline metrics. These should be read across several reporting periods and compared with peers before drawing a conclusion about business quality.

Valuation: context matters

The stored trailing P/E ratio is 261.06. P/E compares a company’s share price with its earnings, but it should be interpreted alongside expected growth, earnings quality, cyclicality and comparable companies.

Price trend and quantitative outlook

The chart is based on 250 stored daily price observations. Historical performance describes what happened over that period; it is not a guarantee of future returns. The current stored quantitative model signal is “neutral”. Treat model outputs as scenarios with uncertainty, not as certain targets or personalized advice.

Key risks and what to watch next

Risk records exist for this company; review the risk and performance section below for the available volatility, drawdown and risk-adjusted measures. The next useful evidence to review is the company’s next reported financial results, changes in forward estimates, and primary-source disclosures.

Editorial integrity: this summary uses fields available in the current database. Missing evidence is called out rather than filled with invented facts.

What the numbers mean for investors

Business quality

Reported revenue growth is +1.15%. Growth is encouraging, but investors should confirm it is recurring and understand what product, geography or customer group is driving it.

Profitability

Gross margin is +17.42% and operating margin is +3.85%. The gap helps show how much operating costs absorb after direct costs; compare the trend with prior periods and sector peers.

Valuation

The stored P/E is 261.06. A multiple is not a verdict by itself: interpret it alongside expected earnings growth, cyclicality, cash flow, and comparable companies.

Price trend

The latest quote can be compared with the 20-, 50- and 200-day moving averages (42.99, 45.19, and 43.43). Moving averages describe trend, not intrinsic value, and can lag sudden market changes.

Bull case, bear case and evidence to watch

Bull case

The stored snapshot combines positive revenue growth with positive free cash flow. If future reports sustain both, it would support—but not guarantee—the case for durable business momentum.

Bear case

The stored P/E of 261.06 means expectations matter: a slowdown, weaker margins or downward earnings revisions could pressure the valuation.

What to watch next

Track the next earnings release, changes in revenue and margin trends, cash flow, management guidance, analyst estimate revisions, and primary-source filings. Update the thesis when new evidence arrives rather than relying on one ratio or forecast.

These interpretations are rule-based explanations of the stored fields, not independently verified company-specific forecasts. Missing data is not treated as zero; all investment cases remain conditional on new evidence.

US Market AI Research Desk · Data/research timestamp: Oct 19, 2026 · Methodology & disclaimer
QUANTITATIVE RESEARCH

Stock forecast and analysis: price outlook

Forecasts are model outputs, not promises or personalized investment advice.

neutral
HorizonModel targetExpected changeSignalConfidence score
24H40.72-0.29%neutral82
7D40.40-1.07%neutral82
30D39.67-2.87%bearish82
90D38.53-5.66%bearish82

Long-term model scenarios

Latest stored scenario per future target year. Bear, base and bull prices are model scenarios, not guaranteed targets. The relative model score is not a calibrated probability; uncertainty rises materially for distant years.

Target yearBase caseBear caseBull caseExpected CAGRRelative model scoreSignal
202743.3343.2643.412.23%69long-term-neutral
203047.3146.2348.402.78%68long-term-positive
203557.0152.1862.253.35%66long-term-positive
204070.0359.1882.713.65%64long-term-positive
2050106.1876.22147.253.9%59long-term-positive
COMPANY FUNDAMENTALS

Financial performance and company fundamentals

Reported fields from the current fundamentals snapshot.

Revenue8.03BTotal sales reported for the period; compare growth across several periods.
Revenue growth+1.15%How quickly sales are expanding or contracting versus the comparison period.
Gross profit1.4BInterpret alongside the company’s history, sector peers, reporting period and data source.
Operating income309MInterpret alongside the company’s history, sector peers, reporting period and data source.
Net income88MInterpret alongside the company’s history, sector peers, reporting period and data source.
EPS (reported period)0.17Earnings per share for the stored reporting period; confirm whether the figure is quarterly, annual or trailing twelve months before comparing it with valuation multiples.
EPS growth-440.00%Interpret alongside the company’s history, sector peers, reporting period and data source.
Gross margin+17.42%Share of revenue left after direct costs; higher margins can indicate pricing power.
Operating margin+3.85%Share of revenue left after operating expenses, before interest and taxes.
Net margin+1.10%Share of revenue that remains as profit after expenses and taxes.
EBITDA1.97BInterpret alongside the company’s history, sector peers, reporting period and data source.
EBIT562MInterpret alongside the company’s history, sector peers, reporting period and data source.
Cash & equivalents677MInterpret alongside the company’s history, sector peers, reporting period and data source.
Total assets45.2BInterpret alongside the company’s history, sector peers, reporting period and data source.
Total liabilities27.14BInterpret alongside the company’s history, sector peers, reporting period and data source.
Total debt0Interpret alongside the company’s history, sector peers, reporting period and data source.
Shareholders equity18.06BInterpret alongside the company’s history, sector peers, reporting period and data source.
Current assets10.82BInterpret alongside the company’s history, sector peers, reporting period and data source.
Current liabilities7.48BInterpret alongside the company’s history, sector peers, reporting period and data source.
Operating cash flow765MInterpret alongside the company’s history, sector peers, reporting period and data source.
Capital expenditure465MInterpret alongside the company’s history, sector peers, reporting period and data source.
Free cash flow300MCash remaining after operating needs and capital expenditure; can support investment or shareholder returns.
FCF margin+3.74%Interpret alongside the company’s history, sector peers, reporting period and data source.
Return on equity+0.49%Profit generated relative to book equity; leverage and one-off gains can distort it.
Return on assets+0.19%Interpret alongside the company’s history, sector peers, reporting period and data source.
Return on invested capital+3.23%How effectively the business earns returns on capital used in operations.
Return on capital employed+1.49%Interpret alongside the company’s history, sector peers, reporting period and data source.
Debt / equity0Debt relative to shareholder equity; definitions may vary by data provider.
Earnings yield+1.84%Interpret alongside the company’s history, sector peers, reporting period and data source.
Market cap21.66BMarket value of outstanding shares, not the same as enterprise value.
P/E ratio261.06Share price relative to earnings per share; interpret alongside growth and peers.
52-week high52.65Highest stored price over the rolling year; not a fair-value estimate.
52-week low32.73Lowest stored price over the rolling year; not a support guarantee.
Average volume4,593,902Typical shares traded; helps assess liquidity but can change around events.
TECHNICALS

Technical indicators

Latest stored daily indicator snapshot; unavailable indicators are omitted.

Oct 20, 2026
RSI (14)34.35Momentum oscillator from 0–100; extreme readings are context, not automatic buy/sell signals.
SMA 2042.99Average closing price over about 20 trading sessions; a short-term trend reference.
SMA 5045.19Average closing price over about 50 sessions; often used to assess medium-term direction.
SMA 10044.92Interpret alongside the company’s history, sector peers, reporting period and data source.
SMA 20043.43Average closing price over about 200 sessions; a longer-term trend reference.
EMA 2042.47Interpret alongside the company’s history, sector peers, reporting period and data source.
EMA 5043.96Interpret alongside the company’s history, sector peers, reporting period and data source.
EMA 20043.46Interpret alongside the company’s history, sector peers, reporting period and data source.
MACD-1.21Interpret alongside the company’s history, sector peers, reporting period and data source.
MACD signal-1.12Interpret alongside the company’s history, sector peers, reporting period and data source.
MACD histogram-0.08Difference between MACD and its signal line; sign and changes indicate momentum shifts.
Bollinger upper47.08Interpret alongside the company’s history, sector peers, reporting period and data source.
Bollinger middle42.99Interpret alongside the company’s history, sector peers, reporting period and data source.
Bollinger lower38.90Interpret alongside the company’s history, sector peers, reporting period and data source.
Stochastic12.47Interpret alongside the company’s history, sector peers, reporting period and data source.
Stochastic signal15.81669250063534Interpret alongside the company’s history, sector peers, reporting period and data source.
Williams %R-87.53Interpret alongside the company’s history, sector peers, reporting period and data source.
CCI-67.72Interpret alongside the company’s history, sector peers, reporting period and data source.
MFI43.55Interpret alongside the company’s history, sector peers, reporting period and data source.
ROC-5.11%Interpret alongside the company’s history, sector peers, reporting period and data source.
OBV-118.65MInterpret alongside the company’s history, sector peers, reporting period and data source.
Momentum-3.7Interpret alongside the company’s history, sector peers, reporting period and data source.
Volatility+20.44%Interpret alongside the company’s history, sector peers, reporting period and data source.
ATR1.16Average true range estimates recent price movement size, not direction.
ADX51.92Measures trend strength, not whether the trend is bullish or bearish.
Support level40.27Interpret alongside the company’s history, sector peers, reporting period and data source.
Resistance level47.29Interpret alongside the company’s history, sector peers, reporting period and data source.
TrendneutralInterpret alongside the company’s history, sector peers, reporting period and data source.
REPORTED RESULTS

Financial statements, earnings history and estimate revisions

Recent normalized financial statement records.

Showing up to 60 recent statement records. Reported periods and statement types are preserved; blank values are not estimated. Contradictory zero sentinels are withheld instead of presented as verified facts.

PeriodStatementFiscal periodBasisRevenueCost of revenueGross profitOperating incomeNet incomeBasic EPSDiluted EPSCashTotal assetsTotal liabilitiesDebtEquityOperating cash flowCapexFree cash flowSource
Jun 30, 2026balance sheetFY-2026-Q2quarterly———————677M45.2B27.14B018.06B———3spread
Jun 30, 2026cash flowFY-2026-Q2annual————————————969M1.09B-120M3spread
Jun 30, 2026cash flowFY-2026-Q2quarterly————————————765M465M300M3spread
Jun 30, 2026income statementFY-2026-Q2annual15.74B-13.08B2.67B562M151M0.290.29————————3spread
Jun 30, 2026income statementFY-2026-Q2quarterly8.03B—1.4B309M88M0.170.17————————3spread
Mar 31, 2026balance sheetFY-2026-Q1quarterly———————674M45.17B27.09B018.08B———3spread
Mar 31, 2026cash flowFY-2026-Q1quarterly————————————204M624M-420M3spread
Mar 31, 2026income statementFY-2026-Q1quarterly7.71B—1.27B253M63M0.120.12————————3spread
Dec 31, 2025balance sheetFY-2025-Q4quarterly———————892M45.16B26.8B018.35B———3spread
Dec 31, 2025cash flowFY-2025-Q4annual————————————3.39B2.19B1.2B3spread
Dec 31, 2025cash flowFY-2025-Q4quarterly————————————1.2B583M612M3spread
Dec 31, 2025income statementFY-2025-Q4annual31.18B—6.04B1.72B699M1.341.33————————3spread
Dec 31, 2025income statementFY-2025-Q4quarterly7.58B—1.38B389M98M——————————3spread
Sep 30, 2025balance sheetFY-2025-Q3quarterly———————851M45.57B27.11B018.46B———3spread
Sep 30, 2025cash flowFY-2025-Q3quarterly————————————1.13B610M523M3spread
Sep 30, 2025income statementFY-2025-Q3quarterly23.6B—4.66B1.33B601M1.151.14————————3spread
Jun 30, 2025balance sheetFY-2025-Q2quarterly———————778M45.75B27.42B018.32B———3spread
Jun 30, 2025cash flowFY-2025-Q2quarterly————————————829M522M307M3spread
Jun 30, 2025cash flowFY-2025-Q2annual————————————1.06B999M65M3spread
Jun 30, 2025income statementFY-2025-Q2quarterly7.94B—1.52B251M-26M-0.05-0.05————————3spread
Jun 30, 2025income statementFY-2025-Q2annual15.6B—3.09B804M356M0.680.68————————3spread
Mar 31, 2025balance sheetFY-2025-Q1quarterly———————797M44.65B26.76B017.89B———3spread
Mar 31, 2025cash flowFY-2025-Q1quarterly————————————235M477M-242M3spread
Mar 31, 2025income statementFY-2025-Q1quarterly7.66B—1.58B553M382M0.740.73————————3spread
Dec 31, 2024balance sheetFY-2024-Q4quarterly———————855M43.76B26.37B017.39B———3spread
Dec 31, 2024cash flowFY-2024-Q4annual————————————1.48B1.47B17M3spread
Dec 31, 2024cash flowFY-2024-Q4quarterly————————————781M569M212M3spread
Dec 31, 2024income statementFY-2024-Q4quarterly7.54B—1.44B401M146M——————————3spread
Dec 31, 2024income statementFY-2024-Q4annual21.11B—4.2B1.01B319M0.830.82————————3spread
Sep 30, 2024balance sheetFY-2024-Q3quarterly———————951M45.03B27.04B017.99B———3spread
Sep 30, 2024cash flowFY-2024-Q3quarterly————————————702M897M-195M3spread
Sep 30, 2024income statementFY-2024-Q3quarterly13.57B—2.75B606M173M0.510.50————————3spread
Jun 30, 2024balance sheetFY-2024-Q2quarterly———————26.76K26.76K12.3K014.46K———3spread
Jun 30, 2024cash flowFY-2024-Q2annual————————————382M385M-3M3spread
Jun 30, 2024cash flowFY-2024-Q2quarterly————————————0003spread
Jun 30, 2024income statementFY-2024-Q2quarterly2.97B—693M244M132M0.510.51————————3spread
Jun 30, 2024income statementFY-2024-Q2annual5.9B—1.4B551M323M1.251.24————————3spread
Mar 31, 2024balance sheetFY-2024-Q1quarterly———————10810800108———3spread
Mar 31, 2024cash flowFY-2024-Q1quarterly————————————42M208M-166M3spread
Mar 31, 2024income statementFY-2024-Q1quarterly2.93B—710M307M191M0.740.73————————3spread
Dec 31, 2023balance sheetFY-2023-Q4quarterly———————1B14.05B7.88B06.17B———3spread
Dec 31, 2023cash flowFY-2023-Q4annual————————————1.56B929M630M3spread
Dec 31, 2023income statementFY-2023-Q4annual12.09B—3.05B1.37B826M3.193.17————————3spread
Sep 30, 2023cash flowFY-2023-Q3quarterly————————————948M661M287M3spread
Sep 30, 2023income statementFY-2023-Q3quarterly2.92B—742M354M229M0.890.88————————3spread
Jun 30, 2023cash flowFY-2023-Q2annual————————————0003spread
Mar 31, 2023cash flowFY-2023-Q1quarterly————————————0003spread
Dec 31, 2022cash flowFY-2022-Q4annual————————————1.43B930M503M3spread
Dec 31, 2022income statementFY-2022-Q4annual13.51B—3.27B1.56B1.04B4.003.96————————3spread

Financial metric history

PeriodRevenue growthGross marginOperating marginNet marginROEROIC
Jun 30, 2026+1.15%+17.42%+3.85%+1.10%+0.49%+3.23%

Earnings history

These are SEC-reported financial facts grouped by fiscal period. The displayed date is the SEC filing/observation date, not a verified earnings announcement or release date. Use the company’s investor-relations calendar for confirmed earnings-release timing.

SEC filing / observation dateFiscal periodEPS reportedEPS estimateRevenue reportedRevenue estimate
Jul 31, 2026Q20.17—8.03B—
May 1, 2026Q10.12—7.71B—
Feb 27, 2026FY1.33—31.18B—
Nov 7, 2025Q30.47—8B—
Aug 7, 2025Q2-0.05—7.94B—
May 9, 2025Q10.73—7.66B—
VALUATION

Stock valuation: P/E, forward P/E and multiples

Multiples shown only when the database has a usable value.

P/E ratio261.06

Peer comparisons are withheld until a comparable industry group and a reliable peer set are verified.

LATEST DEVELOPMENTS

News and company updates

Stories linked to this stock in the current database.

SHAREHOLDER RETURNS

Dividend data and payment history

Source-specific dividend records, with unavailable event dates left blank.

These are SEC-reported dividends-per-share facts. The stored date is the SEC filing/observation date, not a confirmed declaration or ex-dividend date. These records do not establish record dates or payment dates and must not be treated as a dividend payment calendar.

SEC filing / observation dateReported dividend per shareCurrencySource
Jul 31, 20260.8600USDSEC_XBRL_BULK
Jul 31, 20260.4500USDSEC_XBRL_BULK
Jul 31, 20260.9000USDSEC_XBRL_BULK
Jul 31, 20260.4300USDSEC_XBRL_BULK
May 1, 20260.4500USDSEC_XBRL_BULK
May 1, 20260.4300USDSEC_XBRL_BULK
Feb 27, 20261.5000USDSEC_XBRL_BULK
Feb 27, 20261.8900USDSEC_XBRL_BULK
Feb 27, 20261.7200USDSEC_XBRL_BULK
Nov 7, 20251.5800USDSEC_XBRL_BULK
Nov 7, 20250.4300USDSEC_XBRL_BULK
Nov 7, 20251.2900USDSEC_XBRL_BULK
Nov 7, 20250.3000USDSEC_XBRL_BULK
Aug 7, 20250.4300USDSEC_XBRL_BULK
Aug 7, 20251.2800USDSEC_XBRL_BULK
Aug 7, 20250.8600USDSEC_XBRL_BULK
May 9, 20250.4300USDSEC_XBRL_BULK
Mar 7, 20251.2500USDSEC_XBRL_BULK
Mar 7, 20251.5000USDSEC_XBRL_BULK
Mar 7, 20251.3500USDSEC_XBRL_BULK
Nov 8, 20240.9500USDSEC_XBRL_BULK
Nov 8, 20240.3000USDSEC_XBRL_BULK
Nov 8, 20241.1500USDSEC_XBRL_BULK
RISK CONTEXT

Risk and performance profile

Computed risk/performance records; not a recommendation. Mathematically uninterpretable or extreme ratios are withheld rather than displayed as reliable facts.

Volatility+25.95%
Beta1.47
ATR1.17
Maximum drawdown-31.29%
Sharpe ratio0.11
Sortino ratio0.12
Debt / equity0
Current ratio1.45
Interest coverage1.63
1-day return-0.39%
5-day return-1.51%
1-month return-7.51%
3-month return-7.71%
6-month return+7.89%
YTD return+9.62%
1-year return+0.98%
All-time return-7.71%
RESEARCH EVIDENCE

Source data and research records

Expandable evidence tables keep the main page focused while preserving detailed data.

Institutional holders and ownership

Showing up to 50 recent holder records. Values failing a basic implied-price check are withheld, not silently corrected.

PeriodFiledHolderCIKSharesValueOwnershipShares changeChange %Source
Jun 30, 2026Aug 14, 2026LAKEWOOD CAPITAL MANAGEMENT, LP1424381727,89733.67M———SEC_13F_DATASET
Jun 30, 2026Jul 16, 2026GC Wealth Management RIA, LLC201116924,0181.11M———SEC_13F_DATASET
Jun 30, 2026Aug 14, 2026Cerity Partners LLC156647524,8821.15M———SEC_13F_DATASET
Jun 30, 2026Aug 5, 2026Bayforest Capital Ltd20484231,67377.39K———SEC_13F_DATASET
Jun 30, 2026Aug 5, 2026Janney Montgomery Scott LLC132994817,845Withheld: value fails validation———SEC_13F_DATASET
Jun 30, 2026Aug 12, 2026Korea Investment CORP144168973,8973.42M———SEC_13F_DATASET
Jun 30, 2026Aug 12, 2026Zurcher Kantonalbank (Zurich Cantonalbank)1368163243,73011.27M———SEC_13F_DATASET
Jun 30, 2026Aug 14, 2026VAN DEN BERG MANAGEMENT I, INC1142062156,8417.26M———SEC_13F_DATASET
Jun 30, 2026Jul 13, 2026Centennial Wealth Advisory LLC183942118,222843.01K———SEC_13F_DATASET
Jun 30, 2026Aug 14, 2026NATIXIS ADVISORS, LLC1018331388,418Withheld: value fails validation———SEC_13F_DATASET
Jun 30, 2026Aug 11, 2026PROFUND ADVISORS LLC112991930,5771.41M———SEC_13F_DATASET
Jun 30, 2026Aug 14, 2026IFG Advisory, LLC1728319361.67K———SEC_13F_DATASET
Jun 30, 2026Aug 7, 2026VICTORY CAPITAL MANAGEMENT INC1040188423,65319.6M———SEC_13F_DATASET
Jun 30, 2026Jul 27, 2026AGMAN CAPITAL LLC210783262,0262.87M———SEC_13F_DATASET
Jun 30, 2026Aug 14, 2026AMERIFLEX GROUP, INC.205763724211.2K———SEC_13F_DATASET
Jun 30, 2026Aug 14, 2026SCOPUS ASSET MANAGEMENT, L.P.1317583665,00030.76M———SEC_13F_DATASET
Jun 30, 2026Aug 14, 2026JPL Wealth Management, LLC2010710301.39K———SEC_13F_DATASET
Jun 30, 2026Aug 13, 2026Vanguard Global Advisers, LLC18112421,151,82353.28M———SEC_13F_DATASET
Jun 30, 2026Aug 14, 2026JONES FINANCIAL COMPANIES LLLP815917252,04211.84M———SEC_13F_DATASET
Jun 30, 2026Aug 4, 2026TD PRIVATE CLIENT WEALTH LLC15510171,62675.22K———SEC_13F_DATASET
Jun 30, 2026Jul 13, 2026ARMSTRONG ADVISORY GROUP, INC193295247121.79K———SEC_13F_DATASET
Jun 30, 2026Aug 12, 2026FULLER & THALER ASSET MANAGEMENT, INC.1082327227,82910.54M———SEC_13F_DATASET
Jun 30, 2026Aug 14, 2026MetLife Investment Management, LLC1529735243,82211.28M———SEC_13F_DATASET
Jun 30, 2026Aug 12, 2026GEODE CAPITAL MANAGEMENT, LLC121471712,826,329590.8M———SEC_13F_DATASET
Jun 30, 2026Jul 10, 2026Fruth Investment Management141685636,537Withheld: value fails validation———SEC_13F_DATASET
Jun 30, 2026Aug 13, 2026Cullen Capital Management, LLC13625351,359,38262.88M———SEC_13F_DATASET
Jun 30, 2026Jul 10, 2026Investors Research Corp173063031,6201.46M———SEC_13F_DATASET
Jun 30, 2026Jul 10, 2026Bank & Trust Co20260822,570118.89K———SEC_13F_DATASET
Jun 30, 2026Jul 10, 2026Trinity Street Asset Management LLP15925795,261,555243.4M———SEC_13F_DATASET
Jun 30, 2026Jul 10, 2026Handelsbanken Fonder AB1398318194,600Withheld: value fails validation———SEC_13F_DATASET
Jun 30, 2026Aug 14, 2026BARCLAYS PLC312069682,64431.58M———SEC_13F_DATASET
Jun 30, 2026Jul 9, 2026Ares Financial Consulting, LLC2106717421.94K———SEC_13F_DATASET
Jun 30, 2026Aug 4, 2026SEB Asset Management AB2127509109,3795.06M———SEC_13F_DATASET
Jun 30, 2026Aug 12, 2026APG Asset Management N.V.1434819115,1144.66M———SEC_13F_DATASET
Jun 30, 2026Jul 9, 2026Legacy Wealth Asset Management, LLC184615131,4161.45M———SEC_13F_DATASET
Jun 30, 2026Aug 14, 2026HRT FINANCIAL LP1475597100,000Withheld: value fails validation———SEC_13F_DATASET
Jun 30, 2026Aug 14, 2026AMERIPRISE FINANCIAL INC8200273,966,880183.51M———SEC_13F_DATASET
Jun 30, 2026Aug 11, 2026Callan Family Office, LLC193897035,5881.65M———SEC_13F_DATASET
Jun 30, 2026Aug 3, 2026Walleye Trading LLC1388391102,5924.75M———SEC_13F_DATASET
Jun 30, 2026Aug 13, 2026MORGAN STANLEY8954211,533,59270.94M———SEC_13F_DATASET
Jun 30, 2026Jul 8, 2026Beaird Harris Wealth Management, LLC1908938773.56K———SEC_13F_DATASET
Jun 30, 2026Aug 3, 2026Ascent Group, LLC191323125,8451.2M———SEC_13F_DATASET
Jun 30, 2026Jul 8, 2026ELEVATION WEALTH PARTNERS, LLC1976256894.12K———SEC_13F_DATASET
Jun 30, 2026Jul 24, 2026Bank Pictet & Cie (Europe) AG112327463,9642.96M———SEC_13F_DATASET
Jun 30, 2026Aug 3, 2026Vontobel Holding Ltd.15883401,138,47752.67M———SEC_13F_DATASET
Jun 30, 2026Aug 13, 2026CAUSEWAY CAPITAL MANAGEMENT LLC116579715,039,041695.71M———SEC_13F_DATASET
Jun 30, 2026Aug 13, 2026Penserra Capital Management LLC15933242,976Withheld: value fails validation———SEC_13F_DATASET
Jun 30, 2026Jul 7, 2026MOODY NATIONAL BANK TRUST DIVISION109290317,138792.8K———SEC_13F_DATASET
Jun 30, 2026Jul 24, 2026MIZUHO SECURITIES USA LLC81229131,5811.26M———SEC_13F_DATASET
Jun 30, 2026Jul 7, 2026GAMMA Investing LLC201023511,963553.41K———SEC_13F_DATASET
No verified records available for this section yet.
SEC filings

Showing up to 30 latest filings. Open the original SEC document when a URL is available.

FiledAcceptedFormDescriptionReporting periodAccessionSEC document
Sep 14, 2026—4FORM 4Sep 10, 20260001628280-26-061761View filing
Sep 14, 2026—4FORM 4Sep 10, 20260001628280-26-061746View filing
Sep 14, 2026—4FORM 4Sep 10, 20260001628280-26-061747View filing
Sep 14, 2026—4FORM 4Sep 10, 20260001628280-26-061765View filing
Sep 14, 2026—4FORM 4Sep 10, 20260001628280-26-061764View filing
Sep 14, 2026—4FORM 4Sep 10, 20260001628280-26-061748View filing
Sep 14, 2026—4FORM 4Sep 10, 20260001628280-26-061760View filing
Sep 14, 2026—4FORM 4Sep 10, 20260001628280-26-061758View filing
Sep 14, 2026—4FORM 4Sep 10, 20260001628280-26-061757View filing
Sep 14, 2026—4FORM 4Sep 10, 20260001628280-26-061756View filing
Sep 14, 2026—4FORM 4Sep 10, 20260001628280-26-061755View filing
Sep 14, 2026—4FORM 4Sep 10, 20260001628280-26-061754View filing
Sep 14, 2026—4FORM 4Sep 10, 20260001628280-26-061753View filing
Sep 14, 2026—4FORM 4Sep 10, 20260001628280-26-061752View filing
Sep 14, 2026—4FORM 4Sep 10, 20260001628280-26-061751View filing
Sep 14, 2026—4FORM 4Sep 10, 20260001628280-26-061750View filing
Sep 14, 2026—4FORM 4Sep 10, 20260001628280-26-061749View filing
Aug 18, 2026—4FORM 4Aug 14, 20260001628280-26-057600View filing
Aug 18, 2026—4FORM 4Aug 14, 20260001628280-26-057599View filing
Aug 18, 2026—4FORM 4Aug 14, 20260001628280-26-057598View filing
Aug 18, 2026—4FORM 4Aug 14, 20260001628280-26-057597View filing
Aug 18, 2026—4FORM 4Aug 14, 20260001628280-26-057596View filing
Aug 18, 2026—4FORM 4Aug 14, 20260001628280-26-057595View filing
Aug 18, 2026—4FORM 4Aug 14, 20260001628280-26-057594View filing
Jul 31, 2026—10-Q10-QJun 30, 20260001628280-26-051195View filing
Jul 29, 2026—8-KFORM 8-KJul 29, 20260001104659-26-087794View filing
Jun 12, 2026—4FORM 4Jun 10, 20260001628280-26-042719View filing
Jun 12, 2026—4FORM 4Jun 10, 20260001628280-26-042722View filing
Jun 12, 2026—4FORM 4Jun 10, 20260001628280-26-042721View filing
Jun 12, 2026—4FORM 4Jun 10, 20260001628280-26-042718View filing
Quarterly and monthly research
PeriodResearch summary
Jun 30, 2026Derived quarterly snapshot; AI narrative pending
Jun 30, 2026Latest reported fundamentals for fiscal period FY-2026-Q2. Revenue: $8031000000. Revenue growth: 1.15%. EPS: $0.170. EPS growth: -440.00%. Gross margin: 17.42%. Operating margin: 3.85%. Net margin: 1.10%. Free cash flow: $300000000.
MonthResearch summary
Oct 1, 2026Derived monthly snapshot; AI narrative pending
Third-party metrics and ratios

Showing up to 40 recent metric records and 40 ratio records from the query window. Provider periods, units and validity flags are preserved when available.

PeriodReport periodFiscal yearQuarterPeriod typeCategoryValueUnitCurrencyValidSource
Jun 30, 2026Jun 30, 202620262quarterlytotal_revenue8,031,000,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262quarterlytax_withholding_on_share_settlement-2,000,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262quarterlystock_based_compensation27,000,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262quarterlyrepayments_of_long_term_debt-4,000,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262quarterlyproceeds_from_stock_issuance0USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262quarterlyproceeds_from_sale_of_property_and_equipment10,000,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262quarterlypension_contributions_and_expense-32,000,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262quarterlypayments_of_lease_obligations-13,000,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262quarterlypayment_of_debt_issuance_costs-1,000,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262quarterlyother_non_operating_income-12,000,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262quarterlyoperating_income309,000,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262quarterlynet_income_to_noncontrolling_interests1,000,000ratioUSDYes3Spread
Jun 30, 2026Jun 30, 202620262quarterlynet_income_to_common-39,000,000ratioUSDYes3Spread
Jun 30, 2026Jun 30, 202620262quarterlynet_income_starting_line88,000,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262quarterlynet_income88,000,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262quarterlynet_change_in_cash3,000,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262quarterlynet_cash_operating765,000,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262quarterlynet_cash_investing-448,000,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262quarterlynet_cash_financing-318,000,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262quarterlyinterest_expense-179,000,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262quarterlyincome_tax_expense-40,000,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262quarterlyincome_before_taxes128,000,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262quarterlygross_profit1,399,000,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262quarterlyeps_diluted0.17USD/shareUSDYes3Spread
Jun 30, 2026Jun 30, 202620262quarterlyeps_basic0.17USD/shareUSDYes3Spread
Jun 30, 2026Jun 30, 202620262quarterlydividends_and_distributions_paid-237,000,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262quarterlydepreciation_and_amortization678,000,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262quarterlydeferred_income_taxes-69,000,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262quarterlycost_of_revenue-6,632,000,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262quarterlychange_in_receivables-268,000,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262quarterlychange_in_other_assets72,000,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262quarterlychange_in_inventory-28,000,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262quarterlychange_in_income_taxes-1,000,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262quarterlychange_in_accrued_liabilities106,000,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262quarterlychange_in_accounts_payable139,000,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262quarterlycash_end_of_period677,000,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262quarterlycash_beginning_of_period674,000,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262quarterlycapital_expenditures-465,000,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262quarterlyacquisitions_net_of_cash-1,000,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262quarterlyacquisition_and_transaction_costs-1,000,000USDUSDYes3Spread
PeriodReport periodFiscal yearQuarterPeriod typeRatio categoryRatioValuePercentileMissing inputsValidSource
Jun 30, 2026Jun 30, 202620262quarterlyleverageinterest_coverage0+0.00%interest_expenseNo3Spread
Jun 30, 2026Jun 30, 202620262quarterlyefficiencyasset_turnover0.18+49.50%—Yes3Spread
Jun 30, 2026Jun 30, 202620262quarterlyliquiditycash_ratio0.09+23.49%—Yes3Spread
Jun 30, 2026Jun 30, 202620262quarterlycash_flowcf_margin_pct9.53+38.99%—Yes3Spread
Jun 30, 2026Jun 30, 202620262quarterlycash_flowcf_to_net_income8.69+95.48%—Yes3Spread
Jun 30, 2026Jun 30, 202620262quarterlyliquiditycurrent_ratio1.45+46.16%—Yes3Spread
Jun 30, 2026Jun 30, 202620262quarterlyleveragedebt_to_assets0.6+54.11%—Yes3Spread
Jun 30, 2026Jun 30, 202620262quarterlysectordebt_to_ebitda27.5+75.67%—Yes3Spread
Jun 30, 2026Jun 30, 202620262quarterlyleveragedebt_to_equity1.5+65.59%—Yes3Spread
Jun 30, 2026Jun 30, 202620262quarterlysectorebitda_margin_pct12.29+41.69%—Yes3Spread
Jun 30, 2026Jun 30, 202620262quarterlyleverageequity_multiplier2.5+62.57%—Yes3Spread
Jun 30, 2026Jun 30, 202620262quarterlycash_flowfree_cash_flow300,000,000+79.77%—Yes3Spread
Jun 30, 2026Jun 30, 202620262quarterlyprofitabilitygross_margin_pct17.42+11.61%—Yes3Spread
Jun 30, 2026Jun 30, 202620262quarterlyefficiencyinventory_turnover1.84+71.84%—Yes3Spread
Jun 30, 2026Jun 30, 202620262quarterlyprofitabilitynet_margin_pct1.1+25.86%—Yes3Spread
Jun 30, 2026Jun 30, 202620262quarterlycash_flowoperating_cf_ratio0.1+50.64%—Yes3Spread
Jun 30, 2026Jun 30, 202620262quarterlyprofitabilityoperating_margin_pct3.85+30.75%—Yes3Spread
Jun 30, 2026Jun 30, 202620262quarterlyliquidityquick_ratio0.96+39.91%—Yes3Spread
Jun 30, 2026Jun 30, 202620262quarterlyefficiencyreceivables_turnover1.63+34.79%—Yes3Spread
Jun 30, 2026Jun 30, 202620262quarterlyprofitabilityroa_pct0.19+29.99%—Yes3Spread
Jun 30, 2026Jun 30, 202620262quarterlyprofitabilityroe_pct0.49+27.70%—Yes3Spread
Jun 30, 2026Jun 30, 202620262quarterlyliquidityworking_capital3,342,000,000+92.25%—Yes3Spread
Mar 31, 2026Mar 31, 202620261quarterlyleverageinterest_coverage0+0.00%interest_expenseNo3Spread
Mar 31, 2026Mar 31, 202620261quarterlyefficiencyasset_turnover0.17+51.56%—Yes3Spread
Mar 31, 2026Mar 31, 202620261quarterlyliquiditycash_ratio0.09+24.42%—Yes3Spread
Mar 31, 2026Mar 31, 202620261quarterlycash_flowcf_margin_pct2.65+26.35%—Yes3Spread
Mar 31, 2026Mar 31, 202620261quarterlycash_flowcf_to_net_income3.24+85.04%—Yes3Spread
Mar 31, 2026Mar 31, 202620261quarterlyliquiditycurrent_ratio1.44+48.33%—Yes3Spread
Mar 31, 2026Mar 31, 202620261quarterlyleveragedebt_to_assets0.6+55.07%—Yes3Spread
Mar 31, 2026Mar 31, 202620261quarterlysectordebt_to_ebitda27.61+73.26%—Yes3Spread
Mar 31, 2026Mar 31, 202620261quarterlyleveragedebt_to_equity1.5+67.16%—Yes3Spread
Mar 31, 2026Mar 31, 202620261quarterlysectorebitda_margin_pct12.72+48.40%—Yes3Spread
Mar 31, 2026Mar 31, 202620261quarterlyleverageequity_multiplier2.5+63.82%—Yes3Spread
Mar 31, 2026Mar 31, 202620261quarterlycash_flowfree_cash_flow-420,000,000+4.31%—Yes3Spread
Mar 31, 2026Mar 31, 202620261quarterlyprofitabilitygross_margin_pct16.44+12.69%—Yes3Spread
Mar 31, 2026Mar 31, 202620261quarterlyefficiencyinventory_turnover1.8+70.43%—Yes3Spread
Mar 31, 2026Mar 31, 202620261quarterlyprofitabilitynet_margin_pct0.82+29.86%—Yes3Spread
Mar 31, 2026Mar 31, 202620261quarterlycash_flowoperating_cf_ratio0.03+34.14%—Yes3Spread
Mar 31, 2026Mar 31, 202620261quarterlyprofitabilityoperating_margin_pct3.28+33.29%—Yes3Spread
Mar 31, 2026Mar 31, 202620261quarterlyliquidityquick_ratio0.95+40.48%—Yes3Spread
Data quality and provenance

This page does not fill gaps with sample data. Values shown above come from the connected market-data and research tables.

No verified records available for this section yet.
RetrievedDatasetProviderStatus
Oct 8, 2026company_profileUS Market AI / SEC-mapped universeVerified
Identifiers and model evaluation
IdentifierValueSource
cik2005951stocks.cik
tickerSWstocks.symbol
No verified records available for this section yet.
QUICK ANSWERS

Frequently asked questions

What is SW stock's current price?

The latest stored quote for SW is 40.84. The quote timestamp is 10/19/2026, 4:00:00 AM. Prices can change during market hours.

What is the SW stock forecast and analysis?

The latest available quantitative model signal is “neutral”. Review the forecast horizons alongside the company's reported financials, valuation, technical indicators and risks below; model outputs are estimates, not guarantees or personalized investment advice.

What is the SW stock price target?

The forecast table shows stored quantitative model outputs for the available horizons. These are model targets, not necessarily Wall Street analyst consensus; a verified consensus target is not assumed unless explicitly stored.

What is the SW stock price prediction for 2030?

A stored long-term model scenario for 2030 is shown in the forecast table. Long-range scenarios are highly uncertain and should be reviewed alongside the model version and assumptions.

What are the bullish and bearish views on SW?

A sufficiently detailed analyst-opinion dataset is not currently stored for this stock. The bull and bear cases on this page are conditional evidence-based scenarios, not attributed analyst recommendations.

What is the SW stock price prediction for 2026?

A verified 2026 long-term model output is not currently stored for this stock. Check the forecast section for available horizons rather than relying on an unsupported target.

Is SW stock overvalued or undervalued?

The latest stored trailing P/E is 261.06. Those multiples alone cannot establish fair value; compare growth, cash flow, earnings quality, risk and relevant peers.

What is SW's P/E ratio?

The latest stored trailing P/E ratio is 261.06. P/E compares share price with earnings per share and should be interpreted alongside growth, cyclicality and accounting quality.

What is SW's 52-week high and low?

The stored 52-week range is 32.73 to 52.65. This describes the recent trading range, not a forecast or a guaranteed support/resistance level.

Does SW pay a dividend, and what is its dividend history?

The database contains 23 SEC-reported dividends-per-share fact record(s). These do not confirm an ex-dividend date, record date or payment date and are not a payment calendar.

When is SW's next earnings report?

The latest SEC filing/observation date in this database is Jul 31, 2026. This is not a verified earnings announcement date or a confirmed next-report date; check company investor relations for the official calendar.

How has SW stock performed recently?

The price chart uses 250 stored daily observations, and the market snapshot includes the latest available quote. Use the chart to inspect the period shown; past performance does not predict future returns.

Is SW stock in a bullish or bearish trend?

The stored technical snapshot classifies the trend as “neutral”. This rule-based label is based on available indicators and is not a standalone buy or sell signal.

What are the main risks of investing in SW?

Available risk metrics are shown in the risk and performance section. These metrics do not capture every business, competitive, regulatory or market risk; review company filings and disclosures as well.

Where can I find SW's financial statements and earnings history?

Use the Financial Statements section for stored statement records, financial metric history, earnings results and estimate revisions. Coverage depends on the data available for this company.

Does US Market AI provide a guaranteed SW price target?

No. Forecasts shown here are quantitative model outputs, not guarantees or personalized financial advice. Missing forecast values are left unavailable rather than filled with invented targets.

US MARKET AI · STOCK RESEARCH

Data availability varies by company and provider. Missing values are omitted rather than estimated. Forecasts are model outputs and should be independently evaluated.

Research updated Oct 19, 2026 · Research methodology · Disclaimer