AMCR Amcor plc Insider Trading

CFO Stephen R. Scherger buys 121,065 shares of Amcor at $8.32 for $1,006,982.35; stock now $41.25, up significantly since purchase.

Stephen R. Scherger, Executive VP Finance & CFO, purchased 121,065 shares at $8.32, establishing an initial position in Amcor plc. The current price of $41.25 reflects substantial appreciation from the transaction price, representing a stark divergence in valuation. His cross-ticker track record shows 1 prior buy with an average 90-day return of -18.4% and a 0% win rate, indicating a pattern of poor timing on prior transactions across all tickers. The company's fundamentals present mixed signals: revenue growth of +10.0% year-over-year and a market cap of $95.2B are positive, but the P/E ratio of 165.00 is exceptionally elevated, suggesting the market is pricing in substantial future growth that may not materialize. This insider buy occurs against a stock that is -20.6% from its 52-week high, but without further context on the transaction circumstances or timing mechanisms, the immediate significance remains modest.

Director Long buys 10,000 AMCR shares at $8.54; cluster of 3 other insider buys in 14 days

Nicholas T. Long, a director of Amcor plc, purchased 10,000 shares at $8.54 per share on 2025-11-12, increasing his holdings by 10,000 shares from 52,911 to 62,911 shares—a +18.9% increase in his position. This transaction occurs within a broader cluster pattern: 3 other insiders also bought within the past 14 days, suggesting coordinated board-level conviction about the company's near-term prospects. The current stock price of $42.40 sits 20.3% below its 52-week high of $53.20, presenting a potential entry opportunity that multiple directors appear to recognize simultaneously. With revenue of $5.7B and net income of $262.0M, the company generates material earnings; the elevated P/E of 169.60 suggests the market has priced in significant growth expectations despite the recent 90-day decline of -2.9%.

Director Glerum bought 59,945 shares across 2 transactions for $499,946.51 on 2025-11-10; cluster of 4 insiders buying in 14 days.

James T Glerum Jr., a director of Amcor plc, completed 2 separate purchases totaling 59,945 shares for $499,946.51 at a blended average price of $8.34 on 2025-11-10, increasing his holdings from 957 shares to 60,902 shares. This represents a substantial portfolio commitment relative to his prior holdings. The transaction occurs within a cluster pattern: 3 other insiders also bought within the past 14 days, suggesting coordinated accumulation interest at current valuations. The stock is currently trading at $42.05, down 21.0% from its 52-week high, though the 90-day price trend shows a -4.0% decline; the director's cross-ticker track record shows a 100.00% win rate on his 2 prior open-market buys. The material scale of this acquisition—purchasing 59,945 shares against a starting position of 957 shares—warrants attention to whether this reflects structured positioning by multiple insiders or tactical response to near-term developments.

CEO Konieczny bought 60,000 AMCR shares at $8.41, raising stake to 536.6K shares; stock down 21.0% from 52-week high as cluster buy pattern emerges.

Chief Executive Officer Peter Konieczny purchased 60,000 shares at $8.41, expanding his holdings by 12.6% to 536.6K shares. His prior buy at this ticker on 2025-02-10 delivered a 90-day return of +353.8%, establishing a successful track record for AMCR purchases. The current transaction occurs with the stock trading 21.0% below its 52-week high, despite a +5.4% rebound over the past 30 days. Notably, three other insiders also bought within the past 14 days, forming a cluster buy pattern that may signal coordinated or coincident conviction at current valuations. The company carries a notably elevated P/E of 168.20 relative to its $262.0M net income on $5.7B quarterly revenue, warranting examination of whether the clustering reflects fundamental improvement or market-driven opportunity.

EVP Wilson Ian purchases 79,000 AMCR shares at $8.35; cluster pattern with 3 other insiders buying in past 14 days

Wilson Ian, EVP at Amcor plc, purchased 79,000 shares at $8.35 on 2025-11-10, increasing his holdings by 23.4% to 416,384 shares. This transaction is part of a cluster pattern: 3 other insiders also bought within the past 14 days, indicating synchronized accumulation by multiple company officials. The current stock price of $42.05 is 21.0% below the 52-week high of $53.20, placing the stock in a period of relative weakness. Given the company's strong recent fundamentals—annual revenue growth of 10.0% and a market cap of $97.1B—the concurrent insider buying activity by multiple executives warrants attention as a potential signal about management's view of current valuation relative to intrinsic value.

Director Stephen E. Sterrett buys 10,000 AMCR shares at $8.55 for $85,500; stock down -24.4% from 52-week high.

Stephen E. Sterrett, a director of Amcor plc, purchased 10,000 shares at $8.55, establishing an initial position in the company. The stock is currently trading at $43.25, significantly above the transaction price, indicating a substantial move since the August 2025 purchase. Despite the company's solid operational performance—revenue of $3.3B in the latest quarter, net income of $196.0M, and 10.0% annual revenue growth—the stock remains down -24.4% from its 52-week high of $57.20 and has declined -10.7% over the past 30 days. The disconnect between fundamental strength (strong revenue growth) and recent price weakness, combined with a historically elevated P/E of 166.35, merits monitoring to understand whether the insider purchase reflects conviction in underlying value or is simply a periodic director acquisition.

Director Lucrece Foufopoulos-De Ridder purchases 14,000 shares of AMCR at $10.31, doubling holdings to 29,523 shares

Director Lucrece Foufopoulos-De Ridder purchased 14,000 shares at $10.31 for $144,286.80, increasing her holdings by 90.2% from 15,523 to 29,523 shares. The transaction occurred at a price well below the current market price of $50.35, though given the substantial premium between transaction and current price, this appears to reflect a filing delay rather than a real-time buying signal. The company faces headwinds: annual revenue contracted -7.2% year-over-year, net income stands at $163,000,000 on quarterly revenue of $3.2B, and the valuation is stretched with a P/E of 91.55. The director's accumulated position increase merits monitoring given the elevated valuation metrics, though the data does not establish whether this reflects confidence in turnaround prospects or a routine portfolio rebalancing event.

Director Agarwal buys 10,000 AMCR shares at $10.10; current price $50.65; net holdings +12.7%

Agarwal Achal, a Director of Amcor plc, purchased 10,000 shares at $10.10 on 2025-02-27, adding $101,000.00 in value and increasing his holdings to 88,967 shares (+12.7% vs pre-transaction holdings of 78,967 shares). The current price of $50.65 stands -11.4% from the 52-week high of $57.20, suggesting the transaction occurred well below recent peaks. This purchase follows a cluster of three prior buys at the same ticker within the preceding 9 days (2025-02-18 and 2025-02-19), all with outcomes still unmeasurable due to recency. The company faces a headwind of -7.2% annual revenue growth and a notably elevated P/E ratio of 92.09, warranting scrutiny into whether these consecutive purchases reflect fresh conviction or coincide with discretionary trading patterns unrelated to fundamental strength. The rapid sequence of buys warrants deeper analysis into insider intent and any disclosure timeline context.

Director Achal Agarwal purchases 40,000 shares of AMCR for $403,793.00 across 4 transactions; 2 other insiders also bought within 14 days

Achal Agarwal, Director of Amcor plc, executed 4 separate share purchases totaling 40,000 shares for $403,793.00 at a blended average price of $10.09 on February 18–19, 2025, roughly doubling his shareholding from 38,967 shares to 78,967 shares (+102.7%). The purchases were made at prices ($10.09–$10.10) well below the current trading price of $51.95, suggesting the transaction prices reflect an earlier trade execution window or data lag. A cluster pattern is present: 2 other insiders also purchased within the past 14 days. The stock is down -7.2% in annual revenue growth and trades at an elevated P/E of 94.45, indicating the market is pricing growth expectations rather than near-term earnings power. The convergence of multiple insider purchases during revenue decline warrants investor attention to what management perceives relative to the elevated valuation.

Director NAYAR ARUN bought 100,000 shares of AMCR at $9.95 in 3 transactions on 2025-02-12 ($995,000)

NAYAR ARUN, a Director at Amcor plc, executed 3 separate purchases totaling 100,000 shares on 2025-02-12 at a blended average price of $9.95 per share, for a total outlay of $995,000.00. The current price of $50.35 is -12.0% from the 52-week high of $57.20, placing the stock in a subdued phase of its recent range. The company's fundamentals show Revenue of $3,241,000,000.00, Net income of $163,000,000.00, and a notably elevated P/E of 91.55, reflecting elevated valuation expectations relative to current earnings. The post-transaction holding of 8,000 shares follows a pre-transaction position of -92,000 shares, indicating the Director covered a short position and acquired a modestly sized long stake. This large concentrated purchase merits scrutiny in the context of the company's elevated P/E multiple and the shift from net short to small net long exposure.