Amcor (NYSE:AMCR) is set for a leadership shift after announcing that long serving Chairman Graeme Liebelt will retire following the November 11, 2026 annual meeting, with director Tom Long chosen as his successor.
Recent trading in Amcor has been softer, with the share price down 7.5% over the past month and 1.6% over the last week. However, the 1 year total shareholder return of 11.3% and 3 year total shareholder return of 9.5% suggest longer term holders have still seen gains despite this cooling momentum.
Scan how Amcor compares with other established packaging and materials plays by reviewing a curated shortlist of list of solid balance sheet and fundamentals (25 results).
The recent pullback in Amcor could hint at doubts about the business or simply cooler sentiment after a stronger year. The valuation now needs to do the explaining.
Most Popular Narrative: 17% Undervalued
On Simply Wall St’s most followed view, Amcor’s fair value of $50.18 sits above the recent $41.77 close, which puts the latest share price moves into clearer context for anyone weighing up the packaging group.
The integration of Berry Global with Amcor has already produced US$285 million of synergies in fiscal 2026, ahead of the original first year target. Management continues to target US$650 million over three years and is starting to see early revenue synergies, which can still feed through to higher EBITDA margins and EPS.
See why 41 investors see Amcor as 17% undervalued.
Result: Fair Value of $50.18 (UNDERVALUED)
Still, the Amcor story depends on organic volume stabilising and Berry synergies actually showing up in EBITDA rather than stalling after the early US$285 million.
Find out about the key risks to this Amcor narrative.
Next Steps
If this Amcor update feels mixed, with both potential upside and clear watchpoints, move fast on your own homework and weigh the 3 key rewards and 2 important warning signs.
Looking for more investment ideas beyond Amcor?
Do not stop with one packaging stock when the rest of the market could be setting up fresh opportunities for your watchlist and future research.
Use these hand picked stock lists to quickly surface new ideas that match different priorities and risk levels.
- Target potential mispricings by scanning a curated group of companies that screen as quality and attractively valued through the 27 high quality undervalued stocks.
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- Limit unwanted surprises by starting your research with financially resilient businesses from the 31 resilient stocks with low risk scores.
This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
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