SW Smurfit Westrock plc Insider Trading

SW CEO Smurfit sells 40,000 shares ($2.1M) at $51.54; holds 1.64M post-transaction; stock down 11.9% from 52-week high.

Anthony P J Smurfit, President and Group CEO of Smurfit Westrock plc, sold 40,000 shares on 2026-02-19 at $51.54 per share, reducing his holding from 1.68M to 1.64M shares (a 2.4% reduction). The transaction's timing is contextually notable: the stock has declined 11.9% from its 52-week high of $55.32 but has posted strong recent momentum (+16.2% over 30 days, +44.3% over 90 days). His prior sell at this ticker on 2025-02-19 showed a 90-day well-timed rate of 100.0% (the stock declined after that sale). Fundamentally, the company has posted revenue growth of +74.6% annually and carries a P/E of 34.08 on quarterly revenue of $8.0B, indicating a high-valuation, growth-focused profile. The CEO's sale, modest in scope relative to total holdings but consistent with his prior documented pattern of timed exits, occurs against this backdrop of strong recent price appreciation and elevated valuation.

Smurfit Westrock CFO Bowles sold 10,000 shares at $51.26; stock now $48.74, down 11.9% from 52-week high.

Ken Bowles, Executive VP and Group CFO, sold 10,000 shares on 2026-02-19 at $51.26, reducing his holdings from 161.6K to 151.6K shares. The sale occurred when the stock was trading near its recent highs relative to the 52-week range ($32.79–$55.32) and just before a decline to the current price of $48.74. Bowles's prior transaction in SW stock on 2025-02-19 was similarly well-timed at the 90-day mark, with his cross-ticker track record showing a 100.00% well-timed rate on sells. The transaction is modest relative to his overall holdings (a 6.2% reduction) and the company's fundamentals remain solid with $8.0B in latest quarterly revenue and +74.6% annual revenue growth, though the current valuation at 34.08 P/E warrants monitoring.

Director Finan Irial bought 15.2K shares of SW at $39.21 on 2025-05-06, raising holdings 38.2% to 54.9K shares.

Finan Irial, a director, purchased 15,180 shares at $39.21, increasing his holdings by 38.2% to 54,893 shares. This represents a material addition to his position in absolute terms ($595.2K) and relative growth. The purchase occurred at a price 6% below the current market price of $41.70 and significantly below the 52-week high of $56.64, reflecting the stock's -26.4% distance from its recent peak. The company's net income stands at $-150.0M against $7.7B in quarterly revenue, indicating operational challenges despite +74.6% annual revenue growth; the elevated P/E of 50.24 suggests the market is pricing in recovery expectations. This insider buy occurs in a context of substantial negative earnings and a stock that has declined -22.8% over 90 days, making the director's investment notable given the company's current profitability headwinds.

CEO Anthony P J Smurfit sold 78,000 shares (78.0K) of SW at $55.04 on 2025-02-19; retains 1,504,545 shares post-sale.

Anthony P J Smurfit, the company's CEO, sold 78,000 shares for a total value of $4,293,120.00 on 2025-02-19 at $55.04 per share, reducing his holdings from 1,582,545 shares to 1,504,545 shares (-4.9%). The sale occurred near the stock's 52-week high of $56.64, with the current price at $54.10 representing a -4.5% decline from that peak. This transaction occurs in the context of the company reporting a net loss of $-150,000,000.00 in the latest quarter despite revenue of $7,671,000,000.00. The CEO's substantial remaining position of 1,504,545 shares indicates continued material stake in the business, but the discretionary sale of a meaningful share count warrants investor scrutiny regarding management's near-term outlook.

Bowles sold 24,225 shares of SW at $55.06 on 2025-02-19 (24.2K shares, $1.3M); holdings fell 17.9%.

Bowles Ken executed a sale of 24,225 shares at $55.06, reducing holdings from 135,683 to 111,458 shares—a 17.9% reduction in his position. The transaction occurred near the 52-week high of $56.64, and the current price of $54.10 is 4.5% below that peak. Against a backdrop of recent negative returns (-1.6% over 30 days, -4.5% over 90 days) and net income of -$150,000,000, the sale represents a material reduction in an insider's commitment to the company. The timing and scale of the sale warrant scrutiny in the context of the firm's current profitability challenges.

Insider Mayer Saverio sold 25,000 shares of SW at $54.84; stock fundamentals show net loss of $150.0M in latest quarter

Mayer Saverio sold 25,000 shares of Smurfit Westrock at $54.84, reducing his holdings from 174,911 to 149,911 shares. The company reported revenue of $7.7B in its latest quarter but posted a net loss of $150.0M, indicating operational challenges despite scale. The stock is trading at $54.57, near its 52-week high of $56.64 and up 20.4% over the past 90 days, suggesting the insider executed the sale into a period of strong recent appreciation. The sale's significance is moderate: the insider retained substantial holdings (149,911 shares), and the transaction occurred during elevated price momentum rather than during a depressed valuation period.