Graphic Packaging Hldg Co Stock Price, News & Analysis

Graphic Packaging (NYSE: GPK) on Dec 19, 2025 reiterated its commitment to enhancing long-term shareholder value and welcomed shareholder input. The company reaffirmed its Vision 2030 and a cost and optimization plan targeting improved free cash flow, optimized cost structure and enhanced operational efficiency.

Graphic Packaging confirmed that Robbert Rietbroek will assume the role of Chief Executive Officer on January 1, 2026. The company named BofA Securities as financial advisor and Jones Day and DLA Piper as legal counsel, with Joele Frank, Wilkinson Brimmer Katcher as strategic communications advisor. Graphic Packaging said it looks forward to ongoing dialogue with all shareholders, including Eminence Capital.

Graphic Packaging (NYSE: GPK) announced a leadership transition: Robbert Rietbroek will become President and CEO and join the board effective January 1, 2026. He succeeds Michael P. Doss, who will step down as President, CEO and director effective December 31, 2025. Rietbroek brings 25+ years of global consumer products experience, including CEO roles at Primo Brands and Primo Water and senior roles at PepsiCo, Kimberly-Clark and Procter & Gamble.

The Board highlighted Rietbroek's CPG background and focus on organic growth and free cash flow, and thanked Doss for 10 years as CEO and 35 years at the company. The company also issued a separate update on cost and production optimization and revised its full-year 2025 guidance while reaffirming 2026 free cash flow targets.

Graphic Packaging (NYSE: GPK) announced cost and production optimization steps, including a review of support functions and corporate expenses expected to deliver approximately $60 million of staffing and other cost savings in 2026. The company expects $20 million of severance and one-time/non-cash charges tied to the initiatives. With the Waco recycled paperboard facility startup ahead of schedule, Graphic Packaging will accelerate inventory reductions into Q4 2025; production curtailments are expected to reduce Q4 operating results by $15 million (plus a prior $15 million curtailment). Full-year 2025 guidance: Net Sales $8.4–8.6 billion, Adjusted EBITDA $1.38–1.43 billion, Adjusted EPS $1.75–1.95. The company reaffirmed a $700–800 million free cash flow target for 2026.

Graphic Packaging (NYSE:GPK) declared a quarterly cash dividend of $0.11 per share payable to stockholders of record at the close of business on December 15, 2025. The dividend will be paid on January 7, 2026.

Graphic Packaging is headquartered in Atlanta and designs and produces consumer packaging primarily from renewable or recycled materials, operating a global network of design and manufacturing facilities serving food, beverage, foodservice, household, and other consumer brands.

Graphic Packaging (NYSE: GPK) said CEO Michael P. Doss will present at the Raymond James 2025 TMT and Consumer Conference on Monday, December 8, 2025 at 1:40 PM ET.

The presentation will be available live and on replay via webcast, and the archived webcast will be accessible from Graphic Packaging's investor website at https://investors.graphicpkg.com/. The company designs and produces consumer packaging primarily from renewable or recycled materials and operates a global network of design and manufacturing facilities.

Graphic Packaging (NYSE: GPK) reported third quarter 2025 results on November 4, 2025. Net sales were $2.190 billion, down 1% year-over-year, and net income was $142 million, or $0.48 diluted.

Adjusted EBITDA was $383 million (17.5% margin), a 13% decline versus prior-year quarter. The company repurchased $39 million of stock in Q3 and reduced shares outstanding ~2.3% year-to-date. The Waco recycled paperboard facility produced its first commercially saleable rolls in October and is expected to reach full production in 12–18 months. 2025 guidance: Net Sales $8.4–8.6B; Adjusted EBITDA $1.40–1.45B; Adjusted EPS $1.80–2.00.

Amcor (NYSE: AMCR) appointed Stephen R. Scherger as Executive Vice President and Chief Financial Officer, effective Nov. 10, 2025. He succeeds Michael Casamento, who will leave to return to Australia and remain as an advisor through June 30, 2026 to support the transition.

Scherger previously served as CFO of Graphic Packaging since 2015; during his tenure Graphic Packaging's net sales rose to nearly $9 billion and net income nearly tripled. Amcor reaffirmed fiscal 2026 guidance: Adjusted EPS 80–83 cps (12–17% constant-currency growth) and Free Cash Flow $1.8–1.9 billion. Q1 FY2026 Adjusted EPS expected at 18–20 cps.