SW Smurfit Westrock (SW) Insider Trading, Ownership & Congress Trades
Materials · Paperboard containers & boxes · CIK 0002005951
Congress · 1
Insider buyers, 180 days
0
Funds added, last quarter
372
13F, latest reported quarter
What the filings say about SW
Congress, 1 year
1 bought · 0 sold
Latest: purchase, 2025-11-18
Smurfit Westrock insider trades (Form 4)
Form 4 buys and sells (codes P and S). Grants, option exercises
and conversions excluded.
No insider purchases or sales are on record for Smurfit Westrock plc in the period covered. Source: SEC Form 4 filings, as of 2026-10-28.
Insider
Filed
Shares
Value
Since filing
Context
- 1 earlier Form 4 trade (code P or S) here by this insider (1 sale), the last on Feb 19, 2025.
- The trade is 6.6% of the 151,644 shares held after it.
- 2 other insiders sold within 30 days.
- 372 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Executive VP and Group CFO Bowles Ken sold about $512.6K of SW on Feb 19, 2026, the largest insider sale at the company since 2025; 2 other insiders sold within 30 days and 372 funds added in the latest 13F quarter.Context
- 1 earlier Form 4 trade (code P or S) here by this insider (1 sale), the last on Feb 19, 2025.
- The trade is 2.4% of the 1,642,610 shares held after it.
- 2 other insiders sold within 30 days.
- 372 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: President and Group CEO SMURFIT ANTHONY P J sold about $2.1M of SW on Feb 19, 2026, the largest insider sale at the company since 2025; 2 other insiders sold within 30 days and 372 funds added in the latest 13F quarter.Context
- First Form 4 purchase or sale (code P or S) here by this insider on our record.
- The trade is 4.5% of the 125,216 shares held after it.
- 2 other insiders sold within 30 days.
- 372 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: See remarks Sellier Laurent sold about $285.8K of SW on Feb 18, 2026; 2 other insiders sold within 30 days and 372 funds added in the latest 13F quarter.Context
- First Form 4 purchase or sale (code P or S) here by this insider on our record.
- The trade is 8.6% of the 115,339 shares held after it.
- 2 other insiders sold within 30 days.
- 372 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: See remarks Sellier Laurent sold about $496.0K of SW on Feb 18, 2026; 2 other insiders sold within 30 days and 372 funds added in the latest 13F quarter.Context
- First Form 4 purchase or sale (code P or S) here by this insider on our record.
- The trade is 27.7% of the 54,893 shares held after it.
- No other insider bought within 30 days.
- 372 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director Finan Irial bought about $595.2K of SW on May 6, 2025, the largest insider purchase at the company on our record; 372 funds added in the latest 13F quarter.10 transactions on record
Since filing: total return from the first close after the filing to the latest close, dividend-adjusted. Not a forecast.
Context lines are counts over the filings above and returns from our own price history, never a price level. Not investment advice.
Seven facts, ranked against the sector ·
Rank is not a forecast
Insiders
no insider buys or sells on file
Congress
1 member bought in the last year
the lowest in Materials
Funds
372 funds bought in last quarter
more than 88% of Materials
Revenue
+47.7% year over year
more than 92% of Materials
Margin
2.2% net margin
more than 50% of Materials
Buybacks
no share repurchases reported
Short interest
5.1% of the float short (float per yahoo 2026-10-26) · 5.5 days to cover · settled 2026-09-30
more than 64% of Materials
What changed in the last 30 days
Nothing new filed in the last 30 days
Watch SW
A free account keeps a watchlist and can send one email a day when insiders, funds or Congress file on the names in it. No password and no card.
The year, with the filings on it
Total return over 12 months. Each marker is a filing; hover or tap one for the detail.
+1.1%12M
Insider sell
Indexed to 100, dividend-adjusted, not a price chart.
When a name files heavily, the largest trades are drawn first.
Who owns SW: institutional holders (13F)
13F holdings, latest reported quarter
45,496,899 sh
$2.1B
42,634,328 sh
$2.0B
34,245,410 sh
$1.6B
28,063,403 sh
$1.3B
24,812,775 sh
$1.1B
Congress trades in SW
STOCK Act disclosures, US House only, filed up to 45 days after the trade
Bought 2025-11-18 · disclosed 27 days later
$1,001 - $15,000
Sold 2025-04-01 · disclosed 43 days later
$1,001 - $15,000
Activist and 5% holders (13D/13G)
No 5%+ ownership filings
Nobody has filed for crossing 5%. That is a fact, not missing data.
SW planned insider sales (Form 144)
No planned-sale notices
No insider has filed to sell. Watch this after a run-up.
SW mutual fund holders (N-PORT)
Funds ranked by the share of their own portfolio in this stock (N-PORT).
iShares Global Timber & Forestry ETF
$19.0M position · as of 2026-06-30
7.7%
Invesco MSCI Global Timber ETF
$1.9M position · as of 2026-07-31
5.9%
Invesco S&P 500 Equal Weight Materials ETF
$7.7M position · as of 2026-07-31
4.3%
Brown Advisory Sustainable Value ETF
$14.3M position · as of 2026-06-30
3.5%
PROFUND VP MATERIALS
$453.3K position · as of 2026-06-30
3.2%
SOUND SHORE FUND
$29.7M position · as of 2026-06-30
3.0%
SEC N-PORT, monthly, about 60 days late · funds ≥ $10M ·
% is the share of the fund's own portfolio
Executive pay vs shareholder return
CEO pay, headline and as actually paid, against the company's
return and its chosen peers' (DEF 14A).
FY
CEO total
Actually paid
Other execs, avg
TSR
Peer TSR
2025
$16.4M
-$726.6K
$5.3M
-12%
-3%
2024
$21.3M
$27.9M
$5.9M
+18%
+9%
Tagged by the company under SEC Item 402(v). Returns are
cumulative from the start of the disclosure period. Green where the company beat its own peer group.
Live price
Daily candles from TradingView, under their licence. No filings marked.
Why this name is on the desk
The complete filing record, in one place.
The record shows 372 funds added last quarter, 1 House member(s) bought in 12 months, disclosed weeks after the trade. Each figure is a federal filing, dated the day it went public.
SW financials
Revenue growth
+47.7%
XBRL, annual
Net margin
2.2%
Ratios from the company's XBRL filings, latest filings
Revenue, TTM
$31.3B
four quarters, 2025-07-01 to 2026-06-30
Revenue, TTM SW
| FY Dec 2025 | $31.2B |
| FY Dec 2024 | $21.1B |
| FY Dec 2023 | n/a |
| FY Dec 2022 | n/a |
| Jun 2026 | $8.0B |
| Mar 2026 | $7.7B |
| Dec 2025 | $7.6B |
| Sep 2025 | $8.0B |
| Jun 2025 | $7.9B |
| Mar 2025 | $7.7B |
| Dec 2024 | $7.5B |
| Sep 2024 | $7.7B |
At each fiscal year end
Single quarter
Net margin, TTM
+1.6%
net income over revenue, 2025-07-01 to 2026-06-30
Net margin, TTM SW
| FY Dec 2025 | +2.2% |
| FY Dec 2024 | +1.5% |
| FY Dec 2023 | n/a |
| FY Dec 2022 | n/a |
| Jun 2026 | +1.1% |
| Mar 2026 | +0.8% |
| Dec 2025 | +1.3% |
| Sep 2025 | +3.1% |
| Jun 2025 | -0.4% |
| Mar 2025 | +5.0% |
| Dec 2024 | +1.9% |
| Sep 2024 | -2.0% |
At each fiscal year end
Single quarter
Free cash flow, TTM
$1.0B
operating cash flow minus capex, 2025-07-01 to 2026-06-30
Free cash flow, TTM SW
| FY Dec 2025 | $1.2B |
| FY Dec 2024 | $17.0M |
| FY Dec 2023 | n/a |
| FY Dec 2022 | n/a |
| Jun 2026 | $300.0M |
| Mar 2026 | -$420.0M |
| Dec 2025 | $612.0M |
| Sep 2025 | $523.0M |
| Jun 2025 | $307.0M |
| Mar 2025 | -$242.0M |
| Dec 2024 | $212.0M |
| Sep 2024 | -$192.0M |
At each fiscal year end
Single quarter
Debt to equity
0.79x
long-term 2026-06-30 plus current 2026-06-30; equity 2026-06-30
Debt to equity SW
| FY Dec 2025 | 0.74x |
| FY Dec 2024 | 0.81x |
| FY Dec 2023 | 0.61x |
| FY Dec 2022 | n/a |
| Jun 2026 | 0.79x |
| Mar 2026 | 0.79x |
| Dec 2025 | 0.74x |
| Sep 2025 | 0.77x |
| Jun 2025 | 0.78x |
| Mar 2025 | 0.80x |
| Dec 2024 | 0.81x |
| Sep 2024 | 0.77x |
At each fiscal year end
Trailing four quarters at each quarter end
Cash flow to debt
0.23x
TTM operating cash flow over long-term 2026-06-30 plus current 2026-06-30
Cash flow to debt SW
| FY Dec 2025 | 0.25x |
| FY Dec 2024 | 0.11x |
| FY Dec 2023 | 0.42x |
| FY Dec 2022 | n/a |
| Jun 2026 | 0.23x |
| Mar 2026 | 0.24x |
| Dec 2025 | 0.25x |
| Sep 2025 | 0.21x |
| Jun 2025 | 0.15x |
| Mar 2025 | 0.12x |
| Dec 2024 | 0.11x |
| Sep 2024 | 0.09x |
At each fiscal year end
Trailing four quarters at each quarter end
Return on equity
+2.7%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on equity SW
| FY Dec 2025 | +3.9% |
| FY Dec 2024 | +2.7% |
| FY Dec 2023 | n/a |
| FY Dec 2022 | n/a |
| Jun 2026 | +2.7% |
| Mar 2026 | +2.1% |
| Dec 2025 | +3.9% |
| Sep 2025 | +4.1% |
| Jun 2025 | +3.8% |
| Mar 2025 | +5.7% |
| Dec 2024 | +2.7% |
| Sep 2024 | +1.8% |
At each fiscal year end
Trailing four quarters at each quarter end
Return on assets
+1.1%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on assets SW
| FY Dec 2025 | +1.6% |
| FY Dec 2024 | +1.1% |
| FY Dec 2023 | n/a |
| FY Dec 2022 | n/a |
| Jun 2026 | +1.1% |
| Mar 2026 | +0.8% |
| Dec 2025 | +1.6% |
| Sep 2025 | +1.7% |
| Jun 2025 | +1.5% |
| Mar 2025 | +2.3% |
| Dec 2024 | +1.1% |
| Sep 2024 | +0.5% |
At each fiscal year end
Trailing four quarters at each quarter end
Return on invested capital
+3.2%
operating income after a 31.7% effective tax rate, over long-term 2026-06-30 plus current 2026-06-30 plus average of 2025-06-30 and 2026-06-30 minus cash
Return on invested capital SW
| FY Dec 2025 | +4.1% |
| FY Dec 2024 | +2.3% |
| FY Dec 2023 | n/a |
| FY Dec 2022 | n/a |
| Jun 2026 | +3.2% |
| Mar 2026 | +2.6% |
| Dec 2025 | +4.1% |
| Sep 2025 | +4.1% |
| Jun 2025 | +3.5% |
| Mar 2025 | +4.1% |
| Dec 2024 | +2.3% |
| Sep 2024 | +1.5% |
At each fiscal year end
Trailing four quarters at each quarter end
Return on capital employed
+3.9%
operating income (EBIT proxy) over average of 2025-06-30 and 2026-06-30 minus current liabilities
Return on capital employed SW
| FY Dec 2025 | +4.6% |
| FY Dec 2024 | +4.2% |
| FY Dec 2023 | n/a |
| FY Dec 2022 | n/a |
| Jun 2026 | +3.9% |
| Mar 2026 | +3.8% |
| Dec 2025 | +4.6% |
| Sep 2025 | +4.5% |
| Jun 2025 | +8.2% |
| Mar 2025 | +8.4% |
| Dec 2024 | +4.2% |
| Sep 2024 | +2.1% |
At each fiscal year end
Trailing four quarters at each quarter end
P/E, trailing
44.46x
close 2026-10-26 over four quarters of diluted EPS, 2025-07-01 to 2026-06-30
P/E, trailing SW
| FY Dec 2025 | 28.86x |
| FY Dec 2024 | 42.75x |
| FY Dec 2023 | n/a |
| FY Dec 2022 | n/a |
| Jun 2026 | 48.69x |
| Mar 2026 | 54.59x |
| Dec 2025 | 28.86x |
| Sep 2025 | 28.96x |
| Jun 2025 | 61.64x |
| Mar 2025 | 35.76x |
| Dec 2024 | 42.75x |
| Sep 2024 | 44.52x |
At each fiscal year end
Trailing four quarters at each quarter end
Enterprise value
$35.6B
market value at close 2026-10-26 on 2026-07-24 shares, plus long-term 2026-06-30 plus current 2026-06-30, minus cash 2026-06-30
Enterprise value SW
| FY Dec 2025 | $32.9B |
| FY Dec 2024 | $41.3B |
| FY Dec 2023 | n/a |
| FY Dec 2022 | n/a |
| Jun 2026 | $37.7B |
| Mar 2026 | $34.5B |
| Dec 2025 | $32.9B |
| Sep 2025 | $35.5B |
| Jun 2025 | $36.1B |
| Mar 2025 | $36.9B |
| Dec 2024 | $41.3B |
| Sep 2024 | $39.6B |
At each fiscal year end
Trailing four quarters at each quarter end
FCF yield
+4.6%
TTM free cash flow over market value at close 2026-10-26
FCF yield SW
| FY Dec 2025 | +5.9% |
| FY Dec 2024 | +0.1% |
| FY Dec 2023 | n/a |
| FY Dec 2022 | n/a |
| Jun 2026 | +4.2% |
| Mar 2026 | +4.9% |
| Dec 2025 | +5.9% |
| Sep 2025 | +3.6% |
| Jun 2025 | +0.4% |
| Mar 2025 | -0.3% |
| Dec 2024 | +0.1% |
| Sep 2024 | +0.6% |
At each fiscal year end
Trailing four quarters at each quarter end
PEG, trailing
1.24x
P/E over trailing EPS growth of 36%: four quarters to 2026-06-30 against the four to 2025-06-30
PEG, trailing SW
| FY Dec 2025 | 4.55x |
| FY Dec 2024 | n/a |
| FY Dec 2023 | n/a |
| FY Dec 2022 | n/a |
| Jun 2026 | 1.36x |
| Mar 2026 | n/a |
| Dec 2025 | 4.55x |
| Sep 2025 | 0.89x |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
Price as of 2026-10-26. Hover or tap a tile for its yearly and quarterly history.
Method
TTM is four consecutive fiscal quarters; Q4 is the year minus nine months when not filed. Returns use the average of opening and closing balances. EBIT is approximated by operating income. PEG uses trailing EPS growth.
Fundamentals
Annual figures from XBRL filings. Pick a past date to see them as known then.
| 2025-12 | 2024-12 | 2023-12 | 2022-12 | |
|---|---|---|---|---|
| Revenue | $31.2B | $21.1B | $12.1B | $13.5B |
| Gross profit | $6.0B | $4.2B | $3.1B | $3.3B |
| Operating income | $1.7B | $1.0B | $1.4B | $1.6B |
| Net income | $699.0M | $319.0M | $825.0M | $1.0B |
| EPS (diluted) | 1.33 | 0.82 | 3.17 | 3.96 |
| Operating cash flow | $3.4B | $1.5B | $1.6B | $1.4B |
| Cash | $892.0M | $855.0M | $1.0B | n/a |
| Long-term debt | $13.2B | $13.1B | $3.7B | n/a |
| Buybacks | $0 | $27.0M | $30.0M | $32.0M |
| Dividends paid | $900.0M | $650.0M | $391.0M | $349.0M |
SEC XBRL, fiscal years, as known on 2026-10-28
SW Stock Sonar score 5/7 axes
Find similar shapesCompareSW ranks highest on growth (92nd percentile) and institutional and government (80th), and lowest on profitability (37th), among Materials peers.
5 of 7 axes scored. Each is a percentile against sector peers (all companies when the sector is thin); higher is better. An unscored axis is unmeasured, not low. How it is scored
SW filings, in plain words
Have members of Congress traded SW?
Yes. In the year to 2026-10-28, 1 House member disclosed buying SW and 0 House members disclosed selling it; the latest on record is a purchase by Gilbert Cisneros dated 2025-11-18.
Read the full summary
In the year to 2026-10-28, 1 member of Congress disclosed buying SW and 0 members disclosed selling it; the latest on record is a purchase by Gilbert Cisneros dated 2025-11-18. Each figure is counted from SEC and House filings as of 2026-10-28, dated the day the filing was made public.
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