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GEF · Analysis updated Nov 10, 2026, 6:00 PM ET
Why is Greif, Inc. (GEF) stock moving?
Greif's Q4 2026 report was mixed. Net income excluding adjustments rose 46.1% to $49.1M ($0.87 per share), and fiscal 2026 adjusted EBITDA grew 11.7% to $625.7M, with full-year adjusted net income per share up 73.3% to $4.04 after the Containerboard divestiture. Against that, Q4 adjusted EBITDA fell 3.1% to $163.0M, adjusted free cash flow dropped $89.4M to $83.3M, and Benzinga reported the $0.87 adjusted EPS as a miss against a $1.17 estimate, although sales of $1.144B beat the $1.109B forecast. The market reacted sharply: the stock fell from $81.25 on Nov 3 to $76.70 on Nov 4 on 585K shares, then slid to $72.51 on Nov 6. It has since stabilized between $70.50 and $74.13, and volume has eased to about 256K shares on Nov 10. Truist kept its Hold rating and lowered its target to $88, which still implies upside. The 30-day range has been $70.50 to $88.54, and the stock now trades near the bottom of that range. The $0.62 quarterly dividend offers some income support. Without management guidance figures in the provided data, the outlook depends on whether the EBITDA decline reverses in coming quarters.
News behind the analysis
- Truist Securities Reiterates Hold on Greif, Lowers Price Target to $88Truist kept its Hold rating on Greif and cut its price target to $88. The stock closed at $72.97 on Nov 10, so the target still sits well above the current price.
- Greif, Inc. Named to America's Top 100 Most Loved Workplaces®Greif ranked 30th on the 2026 list, its sixth consecutive year on it. This is a minor employer-brand item with no direct financial impact.
- Greif Q4 2026 Earnings Call TranscriptGreif published the transcript of its fourth-quarter 2026 earnings call, which was held on Nov 4. The transcript covers management's commentary on the quarter's results.
- Greif, Inc. Reports Fourth Quarter and Fiscal 2026 ResultsQ4 net income excluding adjustments rose 46.1% to $49.1M ($0.87 per diluted share), while adjusted EBITDA fell 3.1% to $163.0M. Fiscal 2026 adjusted EBITDA grew 11.7% to $625.7M and adjusted net income per share rose to $4.04.
- Greif Q4 Adj. EPS $0.87 Misses $1.17 Estimate, Sales $1.144B Beat $1.109B EstimateBenzinga reported that Q4 adjusted EPS of $0.87 missed the $1.17 consensus, while sales of $1.144B beat the $1.109B estimate. The stock fell about 5.6% on Nov 4 on heavy volume.
- Greif, Inc. Declares Quarterly DividendGreif declared a quarterly cash dividend of $0.62 per share for Class A and $0.92 per share for Class B common stock. The payout signals the board's continued commitment to shareholder returns.
About Greif, Inc.
Greif, based in Ohio, is a global maker of industrial packaging such as steel and plastic drums, intermediate bulk containers (IBCs), jerrycans and closures, which chemical, food, pharmaceutical and other industrial customers use to ship and store bulk goods. It has two share classes: GEF (Class A) and GEF.B (Class B, which holds the voting rights). Recently it has shrunk to focus on its core packaging lines by selling its containerboard and timberland businesses and exiting its coated recycled paperboard business.
How it makes money
Greif sells rigid industrial containers made of steel, plastic and fibre, plus closures, mostly under its Durable Metal and polymer-based packaging lines, to manufacturers in chemicals, lubricants, food, agriculture and other industries. It also has paper-based packaging businesses, but these are getting smaller. Its fiscal year ends in October. For fiscal 2026 it reported roughly $626 million of adjusted EBITDA (a measure of operating profit before certain costs) and adjusted earnings of about $4.04 per Class A share. It used money from selling businesses to pay down debt and buy back shares.
What usually moves GEF
- Industrial and chemical demand volumes
- Steel and resin raw material costs
- Cost-savings program progress
- Divestitures and portfolio reshaping
- Debt reduction and share buybacks