Amcor: Near-Term Headwinds Are Hiding A High-Yield Long-Term Opportunity

Amcor is reiterated as a Strong Buy, supported by attractive valuation, robust dividend yield, and advancing Berry integration synergies. Despite near-term margin pressure from higher input and energy costs, AMCR maintains solid fundamentals and expects normalization in working capital and leverage. Synergies from the Berry deal are on track, targeting $130M in H2 2026 and $650M over three years, with significant EPS accretion potential.