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    Did Amcor’s (AMCR) 1-for-5 Reverse Split Just Quietly Reshape Its Investment Narrative?

    Simply Wall St·12/25/2025 23:22:32
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    • Amcor plc has confirmed it will implement a previously approved 1-for-5 reverse stock split, effective after the close of trading on January 14, 2026, consolidating its approximately 2.30 billion outstanding ordinary shares into about 0.46 billion and proportionately adjusting authorized share capital, par value, CHESS Depositary Interests, and equity-based awards.
    • The move simplifies Amcor's capital structure and lifts the per-share reference price, while cashing out fractional holdings and maintaining existing NYSE and ASX listings with updated identifiers.
    • We’ll now examine how Amcor’s 1-for-5 reverse stock split and reduced share count might influence its investment narrative and outlook.

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    Amcor Investment Narrative Recap

    To own Amcor, you need to believe it can turn a large, complex packaging platform into steadier earnings growth, mainly by integrating Berry Global and pruning weaker businesses. The 1-for-5 reverse stock split does not change cash flows or the core thesis, so it is unlikely to materially affect near term catalysts like synergy delivery or the key risk around underperforming North American operations and portfolio reviews.

    The recent decision to proceed with the reverse stock split sits alongside Amcor’s ongoing portfolio reshaping, including businesses under review that currently weigh on margins and growth. As the company reports split adjusted earnings from early February 2026, investors will likely focus on whether “self help” actions, such as cost synergies and asset sales or restructurings, can offset soft volumes and high leverage and begin to improve returns.

    Yet investors should also be aware that high leverage and a dividend not fully covered by earnings leave Amcor more exposed if...

    Read the full narrative on Amcor (it's free!)

    Amcor's narrative projects $24.3 billion revenue and $1.7 billion earnings by 2028.

    Uncover how Amcor's forecasts yield a $10.41 fair value, a 26% upside to its current price.

    Exploring Other Perspectives

    AMCR 1-Year Stock Price Chart
    AMCR 1-Year Stock Price Chart

    Seven members of the Simply Wall St Community currently see Amcor’s fair value between US$8.00 and about US$20.49, highlighting a wide spread in expectations. You can compare those views with the ongoing risk that roughly US$2.5 billion of lower quality sales under review could lead to value dilutive disposals or restructuring costs that affect future performance.

    Explore 7 other fair value estimates on Amcor - why the stock might be worth just $8.00!

    Build Your Own Amcor Narrative

    Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

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    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.