SEE Sealed Air Corporation

Sealed Air's CEO, CFO, and two other executives received accelerated bonuses totaling over $1.9 million ahead of the company's $10.3 billion acquisition by CD&R. These early payouts, which also include accelerated vesting of restricted stock units, aim to preserve corporate income tax deductions and mitigate potential excise taxes for the executives. The Charlotte-based packaging company is set to go private in mid-2026, though its headquarters will remain in Charlotte.

Sealed Air Corporation (SEE) is accelerating the payment of 2025 annual bonuses and the vesting of certain restricted stock units for four key executives, including the CEO and CFO, in anticipation of its merger with an affiliate of Clayton, Dubilier & Rice. This move is designed to mitigate potential "excess parachute payments" under IRS Sections 280G and 4999, which can impact the company's tax deductions and trigger excise taxes for executives. The executives must sign Repayment Agreements, ensuring repayment or forfeiture under specific conditions like employment termination or if actual performance-based bonuses differ from the accelerated amounts.

Marathon Asset Management Ltd significantly reduced its stake in Sealed Air Corporation by selling 129,901 shares, now holding 0.25% of the company valued at $12.85M. Despite this, institutional ownership remains high at 94.4%, with several other major funds increasing their positions. Analysts maintain a "Moderate Buy" rating with an average price target of $42.77, supported by the company's recent EPS beat and dividend payout.

Squarepoint Ops LLC has acquired a new stake of 28,884 shares in Sealed Air Corporation (NYSE:SEE), valued at approximately $896,000, contributing to the company's high institutional ownership of 94.40%. Sealed Air recently reported strong quarterly earnings, beating expectations with an EPS of $0.87 and revenue of $1.35 billion, and announced a quarterly dividend of $0.20 per share. Analysts have given the company an average rating of "Moderate Buy" with an average price target of $42.77.

Raymond James downgraded Sealed Air (SEE) from 'Strong Buy' to 'Market Perform' on December 22, 2025, reflecting a shift in perception regarding the company’s stock performance amidst a series of mixed analyst actions over recent months. Despite an average target price from 10 analysts suggesting a 7.58% upside, GuruFocus estimates a 17.24% downside based on its GF Value, indicating potential overvaluation. Sealed Air operates in food packaging (Cryovac, Darfresh) and protective packaging (Bubble Wrap, Instapak) segments.

Raymond James has downgraded Sealed Air (SEE) from 'Strong Buy' to 'Market Perform', reflecting a shift in analytical perception. This action follows other recent analyst adjustments for SEE, including target price changes and rating alterations from firms like Baird, Stifel, Morgan Stanley, Wells Fargo, and Truist Securities. Despite an average target price suggesting an upside, GuruFocus estimates a potential downside based on its GF Value.