Amcor plc (AMCR): A Bull Case Theory
We came across a bullish thesis on Amcor plc on Asymmetric Alpha’s Substack. In this article, we will summarize the bulls’ thesis on AMCR.
Amcor Plc (AMCR)
Market is closed
Sector: Consumer Cyclical
Hedge Fund Popularity
Hedge Fund Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Khrom Capital Eric Khrom | 3,542,463 | $144,886,737 | +22% | 15.06% |
| 2. | Canyon Capital Advisors Joshua Friedman And Mitchell Julis | 3,197,522.8 | $130,778,683 | -19% | 17.93% |
| 3. | Lyrical Asset Management Andrew Wellington And Jeff Keswin | 2,797,061.8 | $114,399,828 | +20% | 1.61% |
| 4. | Renaissance Technologies Jim Simons | 1,895,143.4 | $77,511,365 | -38% | 0.1% |
| 5. | Citadel Investment Group Ken Griffin | 1,617,384.6 | $66,151,030 | -28% | 0.01% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $8.32 | 121,065 | $1,006,982.35 | 121,065 | 2025-12-11 | Filing | |
| $8.54 | 10,000 | $85,374.00 | 62,911 | 2025-11-12 | Filing | |
| $8.34 | 59,808 | $498,798.72 | 60,902 | 2025-11-10 | Filing | |
| $8.38 | 137 | $1,147.79 | 1,094 | 2025-11-10 | Filing | |
| $8.35 | 79,000 | $659,650.00 | 416,384 | 2025-11-10 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $8.44 | 4,148 | $35,004.97 | 82,535 | 2025-12-03 | Filing | |
| $8.44 | 6,058 | $51,123.46 | 71,302 | 2025-12-03 | Filing | |
| $8.48 | 6,596 | $55,927.48 | 77,366 | 2025-11-24 | Filing | |
| $10.55 | 6,138 | $64,755.90 | 43,814 | 2024-12-03 | Filing | |
| $10.55 | 7,230 | $76,276.50 | 52,911 | 2024-12-03 | Filing |
Institutional Investors' Holdings
Filing Period:
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 30,757,385.4 | $1,257,977,063 | 0.02% | |
| 2. | 27,815,448.2 | $1,137,651,831 | 0.04% | |
| 3. | 22,298,066 | $911,990,899 | 0.01% | |
| 4. | 21,666,796.8 | $866,671,872 | 4.61% | |
| 5. | 16,411,746.4 | $671,240,428 | 0.11% |
News See All
Truist Financial Remains Bullish on Amcor plc (AMCR)
Amcor plc (NYSE:AMCR) is one of the best cheap stocks under $10 to buy now.
13 Cheap Stocks Under $10 to Buy Now
On November 11, Ed Yardeni, Yardeni Research president, appeared on CNBC’s ‘Squawk on the Street’ to talk about the market outlooks and how earnings are driving the market.
Amcor plc (NYSE:AMCR) Q1 2026 Earnings Call Transcript
Operator: Thank you for standing by. At this time, we welcome everyone to the Amcor First Quarter 2026 Results Conference Call.
Wells Fargo Lowers Amcor (AMCR) Price Target to $9, Maintains Overweight Rating
Amcor plc (NYSE:AMCR) produces and markets a broad range of packaging products through its flexible and rigid packaging divisions.
10 Best Dividend Stocks Under $10 to Invest in
Dividend stocks have historically been popular among income-focused investors.
11 Dirt Cheap Stocks to Buy According to Analysts
Stocks gained more in afternoon trading after US Treasury Secretary Scott Bessent announced he would speak with his Chinese trade counterpart.
Stifel Upgrades Amcor (AMCR) to Buy Despite PT Cut, Cites Scale from Berry Merger, While Wells Fargo Cites Sluggish Volumes
Amcor (NYSE:AMCR) is one of the best high volume stocks to buy according to Wall Street analysts.
14 Best High Volume Stocks to Buy According to Wall Street Analysts
On October 9, Keith Buchanan, Senior Portfolio Manager at GLOBALT Investments, appeared on CNBC and stated that the markets show mixed signals of risk and optimism.
Stifel Turns Bullish on Amcor (AMCR), Citing Strong Synergy Potential
On October 10, Stifel upgraded Amcor plc (NYSE:AMCR) from Hold to Buy and revised its price target to $10.20 from $10.83.
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