BALL Ball Corporation

Boston Trust Walden Corp significantly reduced its stake in Ball Corporation (NYSE:BALL) by 52.8% in the third quarter, while other hedge funds like Rosenberg Matthew Hamilton and UMB Bank n.a. increased their holdings. Analysts have broadly issued "Hold" ratings for Ball with a consensus target price of $60.92, despite some recent price target cuts. The company reported strong Q3 earnings and revenue, exceeding consensus estimates, and recently announced a quarterly dividend.

Amcor plc is presented as a "boring" but potentially rewarding investment in the packaging industry, focusing on steady dividends and stability rather than rapid growth. The article suggests that while it lacks the viral appeal of tech stocks, its involvement in essential goods like food and pharmaceuticals, alongside a commitment to sustainability, makes it a resilient option for long-term, dividend-focused portfolios. Investors are advised to consider Amcor as a foundational asset that provides cash flow without the volatility of meme stocks.

This article explores Amcor plc (AMCR), a packaging giant often overlooked in favor of high-growth stocks. It examines whether this "boring" company, trading in the mid-single-digit dollar range with a solid dividend yield, offers a valuable long-term investment opportunity for those seeking stability and cash flow rather than speculative growth. The piece delves into Amcor's price performance, dividend policy, sustainability efforts, and competitive landscape.

US materials stocks, including steelmakers and packaging manufacturers, are projected to achieve their highest earnings growth in five years, rising 20% in 2026, primarily due to tariffs and strategic volume plays. Metals and packaging industries are expected to see the most significant boost, with earnings growth over 30%, driven by trade protections strengthening steel prices and increasing demand for consumer goods packaging. While tariffs create headwinds for some, cost-cutting measures and anticipated interest rate cuts are also contributing factors across the broader materials sector.

Ball Corporation (NYSE:BALL) supplies aluminum packaging and is currently trading 38.5% below its estimated fair value. Analysts forecast 10.58% annual earnings growth, and the company has shown strong past earnings growth of 34.6%. The article highlights drivers like sustainable packaging demand and operational efficiency but also notes risks like debt coverage and dividend coverage by free cash flows.

Norris Perne & French LLP MI reduced its stake in Ball Corporation (NYSE:BALL) by 9.8% in Q3 2025, selling 53,297 shares and now holding 489,460 shares valued at $24.68 million. Ball Corporation reported Q3 EPS of $1.02, matching estimates, with revenue up 9.6% year-over-year to $3.38 billion, and provided FY2025 EPS guidance of $3.55-$3.65. Analyst sentiment is mixed, with a consensus "Hold" rating and an average price target of $60.92, while institutional ownership stands at approximately 86.51%.