JP Morgan Upgrades Graphic Packaging Holding to Overweight from Neutral
Fintel reports that on September 23, 2026, JP Morgan upgraded their outlook for Graphic Packaging Holding (NYSE:GPK) (DB:4W8) from Neutral to Overweight. This rating action follows a prior action on June 29, 2026, when JP Morgan initiated coverage on the stock with a Neutral rating. Additionally, on September 11, 2026, B of A Securities maintained its Neutral rating on Graphic Packaging Holding.
In terms of market performance, the stock closed at $9.57 on September 22, 2026, the session prior to the upgrade, and closed at $9.34 on September 24, 2026, representing a pre-action to next-session change of -2.40%. Over a one-week period, the stock experienced a price change of -5.08% from a baseline close of $9.84 on September 17, 2026. Over a one-month period, the price change was -18.43% from a baseline close of $11.45 on August 24, 2026.
Graphic Packaging Holding reported its latest earnings on August 4, 2026. The company reported an actual EPS of 0.14, compared to the estimated EPS of 0.1301, representing a surprise of +7.61%. Actual revenue reached $2,188,000,000.00, compared to the estimated revenue of $2,189,658,971.00.
Separately from JP Morgan's rating, aggregate consensus target data as of September 15, 2026, indicated a mean target price of $12.79 and a median target price of $12.24, representing an implied change of +36.95%. This mean target represents a revision of -7.36% from the prior consensus target mean of $13.81 on August 28, 2026. As of the current recommendation period on September 1, 2026, the aggregate analyst recommendations consisted of 1 buy, 12 hold, 6 sell, and 1 strong sell ratings, totaling 20 recommendations. This distribution represents 5.0% positive, 60.0% hold, and 35.0% negative recommendations.
Graphic Packaging Holding Company, based in the United States, operates in the packaging industry, predominantly focusing on paper-based packaging solutions for a variety of sectors, including food, beverage, and consumer products. The company stands out for its commitment to sustainable packaging, continually advancing projects that emphasize recyclability and environmental stewardship. According to a Form 8-K filing dated August 17, 2026, the company's principal executive offices are located at 1500 Riveredge Parkway, Atlanta, Georgia 30328.
Recent analyst actions
| Date | Analyst | Prior | Latest recommendation | Action |
|---|---|---|---|---|
| September 23, 2026 | JP Morgan | Neutral | Overweight | upgrade |
| September 11, 2026 | B of A Securities | Neutral | Neutral | maintained |
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This story originally appeared on Fintel.