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Smurfit Westrock plc (SW) Stock: Price, Forecast & Analyst Target

Smurfit Westrock plc (SW) — MoonshotScore 57/100 (Fair band), calculated Oct 5, 2026. Price $42.54 (-1.16%), as of the Oct 2, 2026 trading session; market cap $22.3B. Expected results Oct 28, 2026.

Educational signal · not a buy or sell recommendation · How to read this

Market value / cash and short-term investments: 32.94× (market value Oct 2, 2026; cash Jun 30, 2026) · expected results Oct 28, 2026

$42.54 −$0.50 (-1.16%) Market Cap $22.3B

Smurfit Westrock plc · SW · NYSE · Consumer Cyclical · Packaging & Containers

Smurfit Westrock Plc, together with its subsidiaries, manufactures, distributes, and sells containerboard, corrugated containers, and other paper-based packaging products in North America, South America, Europe, Asia, Africa, Australia, and internationally.

Price as of Oct 2, 2026

Key Statistics

57 of 100

MoonshotScore v2 · Smurfit Westrock (SW)

Fair
Business Quality Average (48)
Financial Safety Strained (35)
Valuation Fair (68)
Growth Durability Compounding (80)
Momentum Rising (67)
Why this rating? Method, drivers & history

Bands for the MoonshotScore: Exceptional 80-100 · Strong 65-79 · Fair 45-64 · Weak below 45.

  • Business Quality — Is this a genuinely good business?
  • Financial Safety — Could this blow up on me?
  • Valuation — Am I paying a fair price?
  • Growth Durability — Is the growth real and likely to last?
  • Momentum — Is the market already moving on this?
The ten-second read ·

Durable growth, at a cheap price, but a strained balance sheet. Business Quality: Average; Financial Safety: Strained; Valuation: Fair; Growth Durability: Compounding; Momentum: Rising.

  • quarterly revenue $8.03B (Q2 FY2026, quarter ended Jun 2026)
  • EPS beat 1 of 8
  • expected results Oct 28, 2026

Helping: an attractive price, durable growth

What has the MoonshotScore done over time?

MoonshotScore snapshots recorded for SW (29 recorded, newest six shown)
RecordedScoreBand
58Fair
58Fair
58Fair
58Fair
57Fair
57Fair

The score was 57 in the stored Oct 4, 2026 snapshot and remains 57 in the current publication computed Oct 5, 2026 (0); the largest pillar moves were Growth Durability -1 and Momentum +1; the pillar moves offset under the sector-relative weighting, so the headline score is unchanged. This current publication is not yet represented in the immutable snapshot archive.

Calculation uses the most recent completed US trading session. Live price changes do not update the score immediately.

Computed · Educational signal · not a buy or sell recommendation · How the MoonshotScore is computed →

Price & valuation

Dates shown where recorded
MeasureValueAs of
Latest provided price$42.54
Change on the day-1.16%
52-week range$32.73 – $52.65
Market capitalisation$22.3B
Price / earnings (trailing)47.18
Shares traded on the day3.27M
Beta (volatility vs the S&P 500)0.93
Dividends per share (last 12 months)$1.79
Dividend yield (last 12 months)4.20%

Price & events

Weekly closing price with reported quarters marked Weekly closing price from Sep 5, 2025 to Oct 2, 2026: low $34, high $52, latest $43. 4 reported quarters marked, 0 above and 4 below the recorded estimate. 1 other dated event marked. $52 $34 high $52 Oct 29, 2025 · Earnings results · reported below the recorded estimate · close $371Feb 11, 2026 · Earnings results · reported below the recorded estimate · close $522Apr 30, 2026 · Earnings results · reported below the recorded estimate · close $393Jul 29, 2026 · Earnings call · management outlook · no recorded estimate to compare · close $464Jul 29, 2026 · Earnings results · reported below the recorded estimate · close $465 Sep 5, 2025 Oct 2, 2026 · $43 $47Sep 5, 2025$44Sep 19, 2025$42Oct 3, 2025$41Oct 17, 2025$37Oct 31, 2025$34Nov 14, 2025$36Nov 28, 2025$37Dec 12, 2025$39Dec 26, 2025$43Jan 9, 2026$44Jan 23, 2026$44Feb 6, 2026$49Feb 20, 2026$43Mar 6, 2026$36Mar 20, 2026$39Apr 2, 2026$42Apr 17, 2026$39May 1, 2026$37May 15, 2026$41May 29, 2026$43Jun 12, 2026$47Jun 26, 2026$44Jul 10, 2026$49Jul 24, 2026$48Aug 7, 2026$49Aug 21, 2026$46Sep 4, 2026$44Sep 18, 2026$43Oct 2, 2026

Triangles mark reported quarters on the line: pointing up is above the recorded estimate, down is below, a diamond means no estimate on file or a dated event that is not a results report. Numbers key to the dated list. Point at or tab to any week for its close.

Events behind the price

  • · Earnings results · below the recorded estimate
  • · Earnings results · below the recorded estimate
  • · Earnings results · below the recorded estimate
  • · Earnings call · management outlook
  • · Earnings results · below the recorded estimate

Results dates follow the earnings feed; call dates follow the transcript provider. Nearby dates do not establish that an event caused a price move.

Upcoming events

As of

  1. Next results dueProvider estimate

Management outlook

  • We currently expect to spend between $2.4 billion and $2.5 billion in total CapEx this year, which is well in excess of maintenance capital and in line with our DNA.

    Ken Bowles · Statement from

Statement dates identify the earnings call, not a deadline. Management expectations and provider estimates can change.

Read management statements

Other perspectives

Council score for Smurfit Westrock (SW): perspectives

Council is a separate blend of available disciplines; MoonshotScore above remains the five-pillar research rating.

5-Factor Breakdown

Growth Durability Strong
Momentum Moderate
Business Quality Neutral
Financial Safety Weak
Valuation Moderate

Legends Council

4 lenses, 0 current

AI simulations built from the named investors' published principles. Not affiliated with, endorsed by, or the opinion of these individuals. How these lenses are built

Griffin-style lens (simulated) Ken Griffin Favorable read
Englander-style lens (simulated) Izzy Englander Unfavorable read
Klarman-style lens (simulated) Seth Klarman Neutral read
Moon AI lens (model) Favorable read

Read on: Sep 24, 2026 · older than the 27 hours refresh window; not a current reading

Munger's Mindset

Balance Sheet & Valuation · historical

Financial Health Neutral
Margin of Safety Undervalued
Profit Margin Weak
Revenue Growth Strong
Debt/Equity Weak
ROE Weak
Gross Margin Weak

Read on: Sep 9, 2026 · older than the 27 hours refresh window; not a current reading

How to read these bars and different assessments

Council is a separate blend of available disciplines; MoonshotScore above remains the five-pillar research rating.

Bars show each model's ordered assessment on its own scale, not a probability or a comparable investment return. The adjacent words give the assessment; more filled segments indicate a stronger model reading.

On Sep 9, 2026, the Munger lens read the price at that time as undervalued against its own estimate of value.

Readings on this page are from Oct 5, 2026, except a card that shows its own read date.

Watch the SW film — every key number, told as a short cinematic story

~2 min · open the film

1 · What is it?

What is Smurfit Westrock (SW), and what does it report?

Short answer · as of

Smurfit Westrock Plc, together with its subsidiaries, manufactures, distributes, and sells containerboard, corrugated containers, and other paper-based packaging products in North America, South America, Europe, Asia, Africa, Australia, and internationally. Smurfit Westrock plc (SW) is listed on NYSE. Smurfit Westrock plc (SW) is classified as Consumer Cyclical / Packaging & Containers. SEC filing business address: Beech Hill, Clonskeagh, Dublin 4, D04 N2R2. It employs 97,000 people and is led by Anthony Paul J. Smurfit. In Q2 FY2026 it reported revenue of $8.03B and net income of $88M. The market values it at $22.3B.

2 · Latest results

What do the latest results show for Smurfit Westrock (SW)?

Short answer · as of

The most recent reported quarter, Q2 FY2026, carried revenue of $8.03B. Against analyst estimates the company has EPS beat 1 of 8 reports.

Where is operating spending going?

Revenue alongside research and development, selling, general and administrative expenses, and the FMP standardized operating result.

Latest quarter · revenue
$8.03B Jun 30, 2026
Latest quarter · SG&A
$970.00M Jun 30, 2026
Latest quarter · FMP standardized operating result
$309.00M Jun 30, 2026
Where is operating spending going? — FMP standardized evidence
Period endRevenueR&DSG&AFMP standardized operating result
Jun 30, 2026$8.03BNot available$970.00M$309.00M
Mar 31, 2026$6.70BNot available$834.93M$266.73M
Dec 31, 2025$7.58BNot available$920.00M$462.00M
Sep 30, 2025$8.00BNot available$963.00M$606.00M

USD. The operating result is the FMP-standardized value supplied by FMP; it may differ from a filing’s GAAP loss from operations when the provider classifies separately presented items differently. It is not net income or cash flow.

Did results meet expectations?

Reported earnings and revenue alongside the estimates recorded by the provider.

Latest report · revenue
$8.03B Jul 29, 2026
Latest report · revenue estimate
$7.93B Jul 29, 2026
Latest report · revenue vs estimate
Above estimate Jul 29, 2026
Latest report · EPS vs estimate
Below estimate Jul 29, 2026
Did results meet expectations? — reported evidence
Report dateRevenue · reportedRevenue · estimateEPS · reportedEPS · estimate
Jul 29, 2026$8.03B$7.93B$0.3500$0.4048
Apr 30, 2026$7.71B$7.57B$0.3300$0.3928
Feb 11, 2026$7.58B$7.57B$0.3400$0.4769
Oct 29, 2025$8.00B$7.63B$0.5800$0.6800

Dates are report dates, not fiscal period ends. Revenue is in USD; EPS is USD per share, rounded to four decimals. The earnings feed does not establish a basic, diluted or adjusted basis. Earnings-feed EPS may differ from statement EPS; the two series are not combined.

Quarterly income statement — 4 quarters
Revenue, net income and earnings per share by quarter
PeriodRevenueNet incomeEPS
Q2 FY2026$8.03B$88M$0.17 (diluted)
Q1 FY2026$6.70B$56M$0.12 (diluted)
Q4 FY2025$7.58B$97M$0.18 (diluted)
Q3 FY2025$8.00B$246M$0.47 (diluted)
3 · Financial strengths and risks

What are the financial strengths and risks for Smurfit Westrock (SW)?

Short answer

Cash and short-term investments were $677.00M at the Jun 30, 2026 balance-sheet date. Operating cash flow was $765.00M for the quarter ended Jun 30, 2026, meaning operations generated cash. These figures do not establish a cash runway. The MoonshotScore pillars rate an attractive price, durable growth as strengths. The distress and quality screens read Altman Z 1.38 · Piotroski F 7. Trailing ratios: ROE 2.7% · ROA 1.1% · current ratio 1.45 · earnings yield 2.1% · free-cash-flow yield 4.4%.

Data-derived red flags

  • Financial-distress signal — its Altman Z-Score of 1.38 sits in the distress zone (elevated bankruptcy risk).
  • Inconsistent delivery — missed Wall Street EPS estimates in 7 of the last 8 reported quarters.
  • Rich valuation — a P/E of 47.18 runs well above the Consumer Cyclical sector’s ~32.50x, leaving little room for a miss.

How much cash does the business generate or use?

Quarterly operating cash flow shows cash generated or used by operations.

Latest quarter · operating cash flow
$765.00M Jun 30, 2026
Previous quarter · operating cash flow
$204.00M Mar 31, 2026
How much cash does the business generate or use? — reported evidence
Period endOperating cash flowCapital expenditure (reported)
Jun 30, 2026$765.00M−$465.00M
Mar 31, 2026$204.00M−$624.00M
Dec 31, 2025$1.20B−$583.00M
Sep 30, 2025$1.13B−$610.00M

Operating cash-flow bars share one scale and show magnitude; negative values mean cash used.

USD. Negative operating cash flow means cash used. Capital expenditure keeps the provider’s reported sign; it is not added here to estimate free cash flow or runway.

4 · What to check next?

What should you watch next at Smurfit Westrock (SW)?

Short answer · as of

The next earnings report is expected on Oct 28, 2026. Current published price targets run low $50.00 · high $170.00 · consensus $71.50 · median $57.50 against a quoted price of $42.54 (as of Oct 2, 2026).

What management is planning

Management expectations, not completed milestones or guarantees. Selected verbatim excerpts; dates follow the transcript provider.

  1. We currently expect to spend between $2.4 billion and $2.5 billion in total CapEx this year, which is well in excess of maintenance capital and in line with our DNA.

    Ken Bowles ·

5 · Peer comparison

How does Smurfit Westrock compare with its peers?

Short answer

Smurfit Westrock's score ranks tied for 11th of 13 in the bounded comparison shown, against 12 same-model peers. These are company scores, not expected investment returns. The set lists named competitors first, then companies in the same data-provider industry classification closest in market value; that classification is the provider's, not our judgment of business similarity.

Peer set — price, market value and MoonshotScore
CompanyPriceMarket valueScore
Ralph Lauren Corporation (RL) Named competitor$364.74 Oct 5, 2026$22.2B92 5-pillar Oct 5, 2026
InterContinental Hotels Group PLC (IHG) Named competitor$159.79 Oct 5, 2026$23.9B85 5-pillar Oct 5, 2026
TriMas Corporation (TRS) Same industry, near in market value$38.78 Oct 5, 2026$1.40B81 5-pillar Oct 5, 2026
Sonoco Products Company (SON) Same industry, near in market value$48.05 Oct 5, 2026$4.76B74 5-pillar Oct 5, 2026
Crown Holdings, Inc. (CCK) Same industry, near in market value$106.00 Oct 5, 2026$11.5B71 5-pillar Oct 5, 2026
Packaging Corporation of America (PKG) Named competitor$227.41 Oct 5, 2026$20.4B67 5-pillar Oct 5, 2026
Ball Corporation (BALL) Same industry, near in market value$56.60 Oct 5, 2026$15.0B67 5-pillar Oct 5, 2026
Reynolds Consumer Products Inc. (REYN) Same industry, near in market value$22.07 Oct 5, 2026$4.70B66 5-pillar Oct 5, 2026
Casey's General Stores (CASY) Named competitor$609.13 Oct 5, 2026$22.9B62 5-pillar Oct 5, 2026
Amcor plc (AMCR) Named competitor$41.24 Oct 5, 2026$19.4B58 5-pillar Oct 5, 2026
Smurfit Westrock (SW) — this page$42.54$22.3B57
Silgan Holdings Inc. (SLGN) Same industry, near in market value$34.66 Oct 5, 2026$3.69B57 5-pillar Oct 5, 2026
Ardagh Metal Packaging S.A. (AMBP) Same industry, near in market value$4.46 Oct 5, 2026$2.65B56 5-pillar Oct 5, 2026

Only 5-pillar scores are ranked together. Other models are not directly comparable. Price and score dates are shown separately; market-value dates are unavailable.

Screen more Basic Materials stocks

The records behind this page

Analyst targets & estimates

What analysts have on file

Price target, low to high
$50.00 – $170.00
Consensus target
$71.50
Median target
$57.50

Consensus record · Captured .

Measured against a quoted price of $42.54 (as of Oct 2, 2026).

Insider activity

Form 4 records via FMP · Of the newest 100 records, those within the last 180 days, newest dated Sep 10, 2026

Transactions
82
Identified insiders
19
Purchases
0
Sales
0
Other transactions
82

Purchases and sales use the reported transaction category. Other transactions include awards, exercises, gifts, withholding and unclassified activity; an acquisition or disposition alone is not a purchase or sale. These records do not establish intent.

Who holds the shares?

Institutional ownership reported through 13F filings.

Institutional ownership
99.3% Period end Jun 30, 2026
Previous quarter · ownership
93.3% Prior to period end Jun 30, 2026
Reporting holders
660 Period end Jun 30, 2026
Previous quarter · holders
629 Prior to period end Jun 30, 2026
Who holds the shares? — reported evidence
Holders in provider snapshotShares
Blackrock, INC.45,496,899
Capital Research Global Investors42,634,328
Vanguard Capital Management LLC34,245,410
State Street Corp28,063,403
Nuveen, LLC24,812,775

Quarterly filings lag the period end. Holder rows are names in the provider snapshot, not a verified ranking; individual filing dates are not supplied. Related managers may appear separately, so these positions are not summed. Holder snapshot as of Jun 30, 2026.

What has been published about Smurfit Westrock (SW)?

Read these with our analysis →

SW Consumer Cyclical Stock FAQ

These answers are editorial: 1 of these 9 answers is drawn from the SW research dossier (written May 9, 2026 by gemini-2.0-flash); the other 8 are question templates that restate figures shown above. Figures in this section are not part of the source register.

What does the MoonshotScore mean for SW?

SW carries the MoonshotScore stated above — the Fair band. This is an educational research signal, not a buy or sell recommendation. The number comes from the five-pillar engine (business quality, financial safety, valuation, growth durability, momentum), re-ranked daily against sector peers. Smurfit Westrock Plc manufactures and sells paper-based packaging products internationally.

Is SW a good stock to buy?

Stock Expert AI does not rate SW buy, sell or hold. Smurfit Westrock plc carries a MoonshotScore, in the Fair band, a research rating against its peers rather than a forecast. Whether it fits is your call: check what it sells, whether it earns and what the price assumes. This is educational content, not investment advice.

What is the SW stock price today?

The last price recorded on this page for Smurfit Westrock plc (SW) is $42.54, as of the Oct 2, 2026 trading session (source: Financial Modeling Prep (FMP) · quote). It is a provider snapshot, not a live exchange feed, so check a brokerage quote before you trade.

What is the SW price target?

The analyst consensus price target for Smurfit Westrock plc (SW) is $71.50 (range $50.00 to $170.00, median $57.50), per FMP data captured Oct 5, 2026. Targets are analyst opinions and change often; they are not a Stock Expert AI forecast.

When are SW's next earnings?

The next earnings date listed on this page for Smurfit Westrock plc (SW) is Oct 28, 2026. Companies sometimes move report dates, so the company's own announcement is the final word on timing.

What are the main risks for SW?

Smurfit Westrock Plc faces several key risks, including fluctuations in raw material prices, particularly paper and pulp, which can impact profitability. Increased competition from other packaging companies could erode market share and pricing power. Economic downturns may reduce demand for packaging products, affecting revenue and earnings.

What are the key factors to evaluate for SW?

Smurfit Westrock plc (SW) holds a MoonshotScore in the moderate range. P/E: 47.18x. Analysts target $71.50 (+68%). The company has a history of successful acquisitions, and this strategy can continue to drive value creation. Not financial advice.

How frequently does SW data refresh on this page?

SW's price is the last quote we recorded, from the Oct 2, 2026 trading session. Pages are served from a cache, so the copy you are reading can lag that quote. The quote is a provider snapshot, not an exchange feed. Fundamentals follow quarterly filings. V2 is recalculated from the most recent completed US trading session; the score's own date shows its last successful run.

What has driven SW's recent stock price performance?

Smurfit Westrock plc (SW) moves on earnings results, analyst revisions, sector rotation, and market sentiment. Notable catalyst: Global Presence: Operates in multiple countries, providing diversification. See the News tab for the latest drivers. Past performance does not predict future results.

Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.

Machine-generated analysis by Stock Expert AI — model gemini-2.0-flash, generated May 9, 2026. Editorial oversight is systemic, not page-by-page. Editorially accountable: Sedat ANAK, Founder and Editor-in-Chief.

Sources — records for every figure on this page (86 figures)

The 86 rows below are exactly the facts the evidence-backed sections of this page printed — the 10-second verdict, the MoonshotScore, price and market value, the five questions with their receipts, and the records behind this page. Known dates and sources are recorded on their own rows; an em dash or UNRECORDED tier preserves a stored observation without inventing either. The quarterly income statement is provider-standardized (FMP) under one row, and scale definitions — a 0-100 rating, the band ladder, the Piotroski 0–9 range — are fixed rather than measured. No number in those sections was generated by a model. The register does not cover quoted third-party headlines, the dated council readings, or the Frequently Asked Questions; each of those says where it came from where it stands.

"As of" is the date the value is true for where the source carries one — a quarter end, a filing date, a price close, the day the score was computed. A cached observation with no source date remains undated; the page publication date is not used as a substitute.

OFFICIAL — 2 facts from SEC filings and earnings calls

OFFICIAL facts used on this page
Fact IDFactValue as shownAs ofTierSource
prod.outlookManagement outlook — call excerptsKen Bowles (Jul 29, 2026): We currently expect to spend between $2.4 billion and $2.5 billion in total CapEx this year, which is well in excess of maintenance capital and in line with our DNA.OFFICIALCompany earnings call, transcript via Financial Modeling Prep (FMP) — Selected verbatim statements from the latest available call, dated by the transcript provider. Management expectations, not completed milestones or guarantees. Relative dates retain the speaker's wording.
id.hqSEC filing business addressBeech Hill, Clonskeagh, Dublin 4, D04 N2R2OFFICIALSEC EDGAR filer business address — The SEC filer business address. Our market-data provider separately lists "Beech Hill, Dublin, DU, D04 N2R2, IE".

FMP — 72 facts from Financial Modeling Prep endpoint families

FMP facts used on this page
Fact IDFactValue as shownAs ofTierSource
px.lastLatest provided price$42.54FMPFinancial Modeling Prep (FMP) · quote — Dated to the US trading session the price belongs to, derived from the quote record's timestamp (weekend and pre-open reads roll back to the previous weekday; exchange holidays are not modelled). The record does not establish an exchange execution time. Retrieved 2026-10-04T20:04:51.755Z.
px.changeChange on the day-1.16%FMPFinancial Modeling Prep (FMP) · quote
px.mcapMarket capitalisation$22.3BFMPFinancial Modeling Prep (FMP) · quote — Date unknown Market cap record date: 2026-10-02. FMP quote timestamp: 2026-10-02T20:00:02.000Z. Captured from FMP at 2026-10-04T20:04:50.678Z. No share-count basis is inferred; this page preserves the reported amount instead of recalculating it from shares.
id.business_summaryBusiness description (FMP excerpt)Smurfit Westrock Plc, together with its subsidiaries, manufactures, distributes, and sells containerboard, corrugated containers, and other paper-based packaging products in North America, South America, Europe, Asia, Africa, Australia, and internationally.FMPFinancial Modeling Prep (FMP) company profile — Deterministic excerpt derived from id.description; source and date describe the input fact, not a new provider observation
px.change_absChange on the day, in dollars−$0.50FMPFinancial Modeling Prep (FMP) · quote
fin.q_revenueRevenue, Q2 FY2026$8.03BFMPFinancial Modeling Prep (FMP) · income statement (quarterly)
px.pePrice / earnings (trailing)47.18FMPFinancial Modeling Prep (FMP) · quote
px.volumeShares traded on the day3.27MFMPFinancial Modeling Prep (FMP) · quote
px.betaBeta0.93FMPFinancial Modeling Prep (FMP) company profile
id.sectorSector / industry (provider taxonomy)Consumer Cyclical / Packaging & ContainersFMPFinancial Modeling Prep (FMP) company profile — The company's SEC filings classify it under SIC 2650 — Paperboard Containers & Boxes.
id.employeesEmployees97,000FMPFinancial Modeling Prep (FMP) employee count, from the company's filing
id.ceoChief executiveAnthony Paul J. SmurfitFMPFinancial Modeling Prep (FMP) key executives (proxy-derived) — Titles and pay come from the company's proxy statement as our provider parsed it.
fin.q_incomeNet income, Q2 FY2026$88MFMPFinancial Modeling Prep (FMP) · income statement (quarterly)
fin.annualRevenue and net result by fiscal year5 fiscal years, FY2021 through FY2025: FY2021 revenue $10.48B, net result $704.64M; FY2022 revenue $12.62B, net result $965.65M; FY2023 revenue $10.95B, net result $747.29M; FY2024 revenue $20.38B, net result $307.93M; FY2025 revenue $31.18B, net result $699.00MFMPFinancial Modeling Prep (FMP), from the company's 10-K income statements
fin.rev_mixReported revenue segmentsLatin America Segment $2.11B · North America Segment $18.58B · Europe, Middle East and Africa, And Asia-Pacific Segment $10.89BFMPFinancial Modeling Prep (FMP) revenue segmentation, from the company's 10-K
fin.gross_marginGross margin (trailing twelve months)17.9%FMPFinancial Modeling Prep (FMP) key-metrics-ttm + ratios-ttm — A ratio our provider could not compute is absent rather than shown as zero.
fin.q_table.depth.2026-06-30.revenue_kRevenue — period end 2026-06-30$8.03BPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note
fin.q_table.depth.2026-06-30.sga_kSG&A — period end 2026-06-30$970.00MPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note
fin.q_table.depth.2026-06-30.operating_result_kFMP standardized operating result — period end 2026-06-30$309.00MPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note
fin.q_table.depth.2026-03-31.revenue_kRevenue — period end 2026-03-31$6.70BPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note
fin.q_table.depth.2026-03-31.sga_kSG&A — period end 2026-03-31$834.93MPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note
fin.q_table.depth.2026-03-31.operating_result_kFMP standardized operating result — period end 2026-03-31$266.73MPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note
fin.q_table.depth.2025-12-31.revenue_kRevenue — period end 2025-12-31$7.58BPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note
fin.q_table.depth.2025-12-31.sga_kSG&A — period end 2025-12-31$920.00MPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note
fin.q_table.depth.2025-12-31.operating_result_kFMP standardized operating result — period end 2025-12-31$462.00MPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note
fin.q_table.depth.2025-09-30.revenue_kRevenue — period end 2025-09-30$8.00BPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note
fin.q_table.depth.2025-09-30.sga_kSG&A — period end 2025-09-30$963.00MPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note
fin.q_table.depth.2025-09-30.operating_result_kFMP standardized operating result — period end 2025-09-30$606.00MPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note
earn.history.depth.2026-07-29.revenue_actualRevenue · reported — report date 2026-07-29$8.03BReport date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
earn.history.depth.2026-07-29.revenue_estimatedRevenue · estimate — report date 2026-07-29$7.93BReport date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
earn.history.depth.2026-07-29.eps_actualEPS · reported — report date 2026-07-29$0.3500Report date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
earn.history.depth.2026-07-29.eps_estimatedEPS · estimate — report date 2026-07-29$0.4048Report date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
earn.history.depth.2026-04-30.revenue_actualRevenue · reported — report date 2026-04-30$7.71BReport date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
earn.history.depth.2026-04-30.revenue_estimatedRevenue · estimate — report date 2026-04-30$7.57BReport date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
earn.history.depth.2026-04-30.eps_actualEPS · reported — report date 2026-04-30$0.3300Report date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
earn.history.depth.2026-04-30.eps_estimatedEPS · estimate — report date 2026-04-30$0.3928Report date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
earn.history.depth.2026-02-11.revenue_actualRevenue · reported — report date 2026-02-11$7.58BReport date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
earn.history.depth.2026-02-11.revenue_estimatedRevenue · estimate — report date 2026-02-11$7.57BReport date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
earn.history.depth.2026-02-11.eps_actualEPS · reported — report date 2026-02-11$0.3400Report date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
earn.history.depth.2026-02-11.eps_estimatedEPS · estimate — report date 2026-02-11$0.4769Report date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
earn.history.depth.2025-10-29.revenue_actualRevenue · reported — report date 2025-10-29$8.00BReport date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
earn.history.depth.2025-10-29.revenue_estimatedRevenue · estimate — report date 2025-10-29$7.63BReport date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
earn.history.depth.2025-10-29.eps_actualEPS · reported — report date 2025-10-29$0.5800Report date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
earn.history.depth.2025-10-29.eps_estimatedEPS · estimate — report date 2025-10-29$0.6800Report date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
fin.q_tableQuarterly income statement4 quarters through Q2 FY2026FMPFinancial Modeling Prep (FMP) · income statement (quarterly), as filed
fin.cash_investmentsCash and short-term investments$677.00MFMPFinancial Modeling Prep (FMP), from the company's balance sheet — Long-term investments are shown separately; their marketability is not established by the provider field. The cash and short-term investment balance does not establish unrestricted availability. Long-term investments are excluded and remain unclassified. Restrictions on cash and short-term investments require separate review.
fin.opcf_latestLatest-quarter operating cash flow$765.00MFMPFinancial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Period end: 2026-06-30. Negative operating cash flow means cash used. This figure is not a cash-runway estimate.
fin.long_term_investmentsLong-term investments (classification unverified)$0.00FMPFinancial Modeling Prep (FMP), from the company's balance sheet — Long-term investments are shown separately; their marketability is not established by the provider field. The cash and short-term investment balance does not establish unrestricted availability.
fin.total_debtTotal debt$14.16BFMPFinancial Modeling Prep (FMP), from the company's balance sheet — Long-term investments are shown separately; their marketability is not established by the provider field. The cash and short-term investment balance does not establish unrestricted availability.
fin.price_to_bookPrice to book value1.33×FMPFinancial Modeling Prep (FMP) key-metrics-ttm + ratios-ttm — A ratio our provider could not compute is absent rather than shown as zero.
fin.opcf.depth.2026-06-30.operating_cash_flow_mOperating cash flow — period end 2026-06-30$765.00MPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note
fin.opcf.depth.2026-03-31.operating_cash_flow_mOperating cash flow — period end 2026-03-31$204.00MPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note
fin.opcf.depth.2026-06-30.capex_mCapital expenditure (reported) — period end 2026-06-30−$465.00MPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note
fin.opcf.depth.2026-03-31.capex_mCapital expenditure (reported) — period end 2026-03-31−$624.00MPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note
fin.opcf.depth.2025-12-31.operating_cash_flow_mOperating cash flow — period end 2025-12-31$1.20BPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note
fin.opcf.depth.2025-12-31.capex_mCapital expenditure (reported) — period end 2025-12-31−$583.00MPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note
fin.opcf.depth.2025-09-30.operating_cash_flow_mOperating cash flow — period end 2025-09-30$1.13BPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note
fin.opcf.depth.2025-09-30.capex_mCapital expenditure (reported) — period end 2025-09-30−$610.00MPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note
earn.ptStored analyst price targetslow $50.00 · high $170.00 · consensus $71.50 · median $57.50FMPFinancial Modeling Prep (FMP) · price-target consensus — Captured Oct 5, 2026 · Coverage not supplied
earn.pt_rangeAnalyst price target, low to high$50.00 – $170.00FMPFinancial Modeling Prep (FMP) · price-target consensus — Captured Oct 5, 2026 · Coverage not supplied
earn.pt_consensusConsensus analyst price target$71.50FMPFinancial Modeling Prep (FMP) · price-target consensus — Captured Oct 5, 2026 · Coverage not supplied
earn.pt_medianMedian analyst price target$57.50FMPFinancial Modeling Prep (FMP) · price-target consensus — Captured Oct 5, 2026 · Coverage not supplied
own.insidersInsider transactions via FMP82 transactions · 0 purchases, 0 sales, 82 other transactions · 19 identified insiders · of the newest 100 records, those within the last 180 days, newest dated Sep 10, 2026FMPFinancial Modeling Prep (FMP), carrying Form 4 transaction records — Purchases and sales use the reported transaction category. Other transactions include awards, exercises, gifts, withholding and unclassified activity; an acquisition or disposition alone is not a purchase or sale. These records do not establish intent.
own.institutions.depth.ownership_pctInstitutional ownership99.3%FMPFinancial Modeling Prep (FMP) institutional ownership summary, from 13F filings — 13F filings are quarterly and lag the quarter end by up to 45 days. Period end Jun 30, 2026
own.institutions.depth.ownership_pct_previous_quarterPrevious quarter · ownership93.3%FMPFinancial Modeling Prep (FMP) institutional ownership summary, from 13F filings — 13F filings are quarterly and lag the quarter end by up to 45 days. Prior to period end Jun 30, 2026
own.institutions.depth.holdersReporting holders660FMPFinancial Modeling Prep (FMP) institutional ownership summary, from 13F filings — 13F filings are quarterly and lag the quarter end by up to 45 days. Period end Jun 30, 2026
own.institutions.depth.holders_previous_quarterPrevious quarter · holders629FMPFinancial Modeling Prep (FMP) institutional ownership summary, from 13F filings — 13F filings are quarterly and lag the quarter end by up to 45 days. Prior to period end Jun 30, 2026
own.top_holders.depth.holder_0.sharesBlackrock, INC. — shares in provider snapshot45,496,899FMPFinancial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied.
own.top_holders.depth.holder_1.sharesCapital Research Global Investors — shares in provider snapshot42,634,328FMPFinancial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied.
own.top_holders.depth.holder_2.sharesVanguard Capital Management LLC — shares in provider snapshot34,245,410FMPFinancial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied.
own.top_holders.depth.holder_3.sharesState Street Corp — shares in provider snapshot28,063,403FMPFinancial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied.
own.top_holders.depth.holder_4.sharesNuveen, LLC — shares in provider snapshot24,812,775FMPFinancial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied.

UNRECORDED — 5 facts from stored observations whose source was not recorded

UNRECORDED facts used on this page
Fact IDFactValue as shownAs ofTierSource
earn.nextNext earnings dateOct 28, 2026UNRECORDEDStored earnings-calendar observation — Captured 2026-09-14
earn.historyReported versus estimated, recent quartersEPS beat 1 of 8UNRECORDEDStored earnings-history observation — Captured 2026-10-04
px.range5252-week range$32.73 – $52.65UNRECORDEDStored company-profile observation — Captured 2026-10-04
fin.scoresDistress and quality screensAltman Z 1.38 · Piotroski F 7UNRECORDEDStored financial-scores observation — Captured 2026-10-05
fin.ratiosReturn and yield ratios (trailing twelve months)ROE 2.7% · ROA 1.1% · current ratio 1.45 · earnings yield 2.1% · free-cash-flow yield 4.4%—UNRECORDEDStored key metrics — Date unknown

COMPUTED — 5 facts from our arithmetic, formula restated

COMPUTED facts used on this page
Fact IDFactValue as shownAs ofTierSource
fin.mcap_to_cashMarket value per dollar of cash and short-term investments32.94×—COMPUTEDComputed on this page from the figures above — The market capitalisation printed on this page divided by cash and short-term investments of $677.00M at Jun 30, 2026. Long-term investments are excluded and remain unclassified. Restrictions on cash and short-term investments require separate review. Market cap record date: 2026-10-02. Balance-sheet reference date: 2026-06-30. The inputs do not establish a single common source date for this ratio.
div.ttm_per_shareDividends per share, last 12 months (split-adjusted)$1.79COMPUTEDFinancial Modeling Prep (FMP) split-adjusted dividend history — Sum of 4 split-adjusted declared dividends with an ex-date in the 365 days to 2026-10-05, per current share. Ex-dates are not payment dates; special dividends are included. Not a declared annual rate.
div.ttm_yieldDividend yield, last 12 months4.20%COMPUTEDFinancial Modeling Prep (FMP) split-adjusted dividend history and quote — Split-adjusted dividends with ex-dates in the trailing 365-day window divided by the packet price, on the same current-share basis. Price date follows the quote, latest price bar or packet-build day when unstamped. Not a forecast or declared annual rate.
earn.history.depth.2026-07-29.revenue_actual.comparisonLatest report · revenue vs estimateAbove estimateReport date · COMPUTEDComputed from Financial Modeling Prep (FMP) earnings — Earnings-history note — Method: compare reported revenue ($8.03B) with the recorded estimate ($7.93B) at displayed precision. Equal displayed values are in line. This compares reported results with recorded estimates, not investment returns.
earn.history.depth.2026-07-29.eps_actual.comparisonLatest report · EPS vs estimateBelow estimateReport date · COMPUTEDComputed from Financial Modeling Prep (FMP) earnings — Earnings-history note — Method: compare reported EPS ($0.3500) with the recorded estimate ($0.4048) at displayed precision. Equal displayed values are in line. This compares reported results with recorded estimates, not investment returns.

OURS — 2 facts from Stock Expert AI's own score and rank

OURS facts used on this page
Fact IDFactValue as shownAs ofTierSource
ours.moonshotMoonshotScore v257 of 100 · Fair · pillars 48 / 35 / 68 / 80 / 67OURSStock Expert AI MoonshotScore v2 engine
ours.moonshot_changeMoonshotScore movement57 (stored snapshot Oct 4, 2026) → 57 (current publication computed Oct 5, 2026) (0)OURSStock Expert AI current score publication and immutable score snapshots — The current score publication is not yet represented in the immutable snapshot archive.

Fact-family notes

  1. Quarterly statement note. Source series as of 2026-06-30. USD. The operating result is the FMP-standardized value supplied by FMP; it may differ from a filing’s GAAP loss from operations when the provider classifies separately presented items differently. It is not net income or cash flow. Applies to Fact IDs: fin.q_table.depth.2026-06-30.revenue_k, fin.q_table.depth.2026-06-30.sga_k, fin.q_table.depth.2026-06-30.operating_result_k, fin.q_table.depth.2026-03-31.revenue_k, fin.q_table.depth.2026-03-31.sga_k, fin.q_table.depth.2026-03-31.operating_result_k, fin.q_table.depth.2025-12-31.revenue_k, fin.q_table.depth.2025-12-31.sga_k, fin.q_table.depth.2025-12-31.operating_result_k, fin.q_table.depth.2025-09-30.revenue_k, fin.q_table.depth.2025-09-30.sga_k, fin.q_table.depth.2025-09-30.operating_result_k.
  2. Earnings-history note. Source series as of 2026-07-29. Dates are report dates, not fiscal period ends. Revenue is in USD; EPS is USD per share, rounded to four decimals. The earnings feed does not establish a basic, diluted or adjusted basis. Earnings-feed EPS may differ from statement EPS; the two series are not combined. Applies to Fact IDs: earn.history.depth.2026-07-29.revenue_actual, earn.history.depth.2026-07-29.revenue_estimated, earn.history.depth.2026-07-29.revenue_actual.comparison, earn.history.depth.2026-07-29.eps_actual.comparison, earn.history.depth.2026-07-29.eps_actual, earn.history.depth.2026-07-29.eps_estimated, earn.history.depth.2026-04-30.revenue_actual, earn.history.depth.2026-04-30.revenue_estimated, earn.history.depth.2026-04-30.eps_actual, earn.history.depth.2026-04-30.eps_estimated, earn.history.depth.2026-02-11.revenue_actual, earn.history.depth.2026-02-11.revenue_estimated, earn.history.depth.2026-02-11.eps_actual, earn.history.depth.2026-02-11.eps_estimated, earn.history.depth.2025-10-29.revenue_actual, earn.history.depth.2025-10-29.revenue_estimated, earn.history.depth.2025-10-29.eps_actual, earn.history.depth.2025-10-29.eps_estimated.
  3. Cash-flow note. Source series as of 2026-06-30. USD. Negative operating cash flow means cash used. Capital expenditure keeps the provider’s reported sign; it is not added here to estimate free cash flow or runway. Applies to Fact IDs: fin.opcf.depth.2026-06-30.operating_cash_flow_m, fin.opcf.depth.2026-03-31.operating_cash_flow_m, fin.opcf.depth.2026-06-30.capex_m, fin.opcf.depth.2026-03-31.capex_m, fin.opcf.depth.2025-12-31.operating_cash_flow_m, fin.opcf.depth.2025-12-31.capex_m, fin.opcf.depth.2025-09-30.operating_cash_flow_m, fin.opcf.depth.2025-09-30.capex_m.
Published
Research standards
Methodology · Editorial policy · Corrections
Data Sources & Methodology
Figures come from Financial Modeling Prep (FMP). If FMP has no figure for a ticker, a price or fundamental may come from a Yahoo Finance fallback, or a price from an Alpaca fallback. SEC EDGAR is used only for filing links and company identity details (legal name, address), never for figures. AI analysis by Stock Expert AI proprietary algorithms. Technical indicators via industry-standard calculations. Last updated: .
Data Provenance
Sources: Financial Modeling Prep (FMP) — Primary · Yahoo Finance — Fallback · Alpaca — Tertiary
Last fetched:
Cache TTL: Quote 5min · Profile 7d · Financials 7d · Insider 48h
How we use AI: Numbers are pulled directly from FMP & Yahoo Finance — our AI writes the analysis, it never edits the figures.
Data provided as-is for educational purposes. Not financial advice. Methodology

Data provided for informational purposes only.

ETFs that hold SW

Funds in our ETF coverage that list SW among the top 10 holdings on their fund page, largest weight first. Each weight is the fund's reported holding weight as of the date in its row.

ETFWeightHoldings as of
First Trust Large Cap Value AlphaDEX Fund (FTA)0.99%