Kiltearn Partners Fully Exits Sealed Air Position

Written by Emily J. Thompson, Senior Investment Analyst

Source: Yahoo Finance

Updated: 4 hours ago

0mins

SEE-0.05%

AMG+0.26%

DG+3.55%

Should l Buy SEE?

Source: Yahoo Finance

Position Change: Kiltearn Partners LLP fully exited its position in Sealed Air Corporation by selling 335,500 shares in Q4, previously accounting for 2.4% of its AUM, indicating a loss of confidence in the stock.
Portfolio Concentration: Kiltearn now holds only 28 positions valued at $461.7 million, with its top five holdings representing over 44% of its AUM, reflecting a highly concentrated investment strategy.
Performance Overview: Sealed Air's stock performed well over the past year, returning 26.3%, nearly double the S&P 500's 13.2%, despite a 1% drop in Q3 sales after adjusting for foreign currency effects.
Future Outlook: Management expects sales to decline by 2% to 3% for the year, and investors should watch for the upcoming Q4 earnings report on March 2 to see if the company can reverse its current downward trend.

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Analyst Views on SEE

Wall Street analysts forecast SEE stock price to rise

11 Analyst Rating

5 Buy

6 Hold

0 Sell

Moderate Buy

Current: 41.950

Low

38.00

Averages

44.02

High

52.00

Current: 41.950

Low

38.00

Averages

44.02

High

52.00

Truist

Buy

maintain

$45 -> $49

2026-01-06

Reason

Truist

Price Target

$45 -> $49

AI Analysis

2026-01-06

maintain

Buy

Reason

Truist raised the firm's price target on Sealed Air to $49 from $45 and keeps a Buy rating on the shares. Early 2026 is expected to see modestly challenged packaging volumes due to limited promotions, though some CPGs are successfully driving volume while retaining price gains, the analyst tells investors in a research note. Beverage cans should continue growing in North America and Europe, and containerboard producers are likely to implement price increases successfully thanks to disciplined supply management, the firm says.

Baird

Outperform -> Neutral

downgrade

$45 -> $42

2025-12-18

Reason

Baird

Price Target

$45 -> $42

2025-12-18

downgrade

Outperform -> Neutral

Reason

Baird downgraded Sealed Air to Neutral from Outperform with a price target of $42, down from $45. The firm cites the expiration of the 30-day go-shop period as part of the pending acquisition of the company by private equity firm CD&R for the downgrade.

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About SEE

Sealed Air Corporation is a provider of packaging solutions integrating performance materials, automation, equipment and services. The Company designs, manufactures and delivers packaging solutions that preserve food, protect good and automate packaging processes. The Company operates through two segments: Food, and Protective. The Company’s portfolio of solutions includes CRYOVAC brand for food packaging, LIQUIBOX for fluids and liquids systems, SEALED AIR brand for protective packaging, AUTOBAG brand for automated systems, BUBBLE WRAP brand for packaging. The Company delivers its packaging solutions to an array of end markets including fresh proteins, foods, fluids, medical and healthcare, e-commerce, logistics and omnichannel fulfilment operations, and industrials. Its food solutions are sold to food processors in fresh red meat, smoked and processed meats, poultry, seafood, plant-based protein, fluids and liquids and cheese markets worldwide.

About the author

Emily J. Thompson

Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.

Kiltearn Partners Fully Exits Sealed Air Holdings

4 hours agoFool

Complete Exit: Kiltearn Partners LLP sold 335,500 shares of Sealed Air in Q4, fully exiting its position, which previously accounted for 2.4% of its AUM, indicating a cautious outlook on the company's future prospects.
Concentrated Investment Strategy: Kiltearn now holds only 28 positions valued at $461.7 million, with its top five holdings representing over 44% of AUM, reflecting a highly concentrated portfolio that may increase investment risk.
Performance Analysis: Sealed Air's stock performed well over the past year, returning 26.3%, nearly double the S&P 500's 13.2%, despite a 1% drop in Q3 sales after excluding foreign currency effects.
Future Outlook: Management expects sales to decline by 2% to 3% for the year and will report Q4 results on March 2, prompting investors to watch for signs of a turnaround in sales trends.

Kiltearn Fully Exits Sealed Air Holdings

4 hours agoNASDAQ.COM

Shareholding Change: Kiltearn Partners LLP sold 335,500 shares of Sealed Air in the fourth quarter, fully exiting its position, which previously accounted for 2.4% of its AUM, indicating a loss of confidence in the stock.
Concentrated Investment Strategy: Kiltearn now holds only 28 positions valued at $461.7 million, with its five largest holdings representing over 44% of its AUM, suggesting a highly concentrated portfolio that may face increased risk.
Market Performance: Although Sealed Air's stock performed well over the past year with a 26.3% return, nearly double the S&P 500's 13.2%, the company reported a 1% decline in third-quarter sales and expects a 2% to 3% drop for the year, reflecting weak market demand.
Investment Advice: Before investing in Sealed Air, potential investors should note that The Motley Fool's analyst team did not include it in their current list of the 10 best stocks, suggesting a cautious outlook on its future growth.