MAGN

Magnera Corp

NYSE · Paper Mills · Inc. PA · CIK 0000041719
$12.24 -3.09% $438.2M
High Impact Filing (7/10)13 New Institutional Positions7 Institutional Exits
Vol
Market Cap$438.2M
Cap SizeSmall Cap
Analyst ConsensusSell (0%)
Inst. Holders50 funds
Inst. Value$131.8M
Inst. Activity13 buys / 7 sells
SEC Reports3
Exchange NYSE·Sector Paper Mills·Inc. PA·CIK 0000041719·Prev Close $12.63

Recent Activity

Jun 15, 2026 other
Magnera Announces the Sale of Its Caerphilly, United Kingdom Operations
<p>CHARLOTTE, North Carolina, June 15, 2026 (GLOBE NEWSWIRE) -- Magnera Corporation (NYSE: MAGN) t
May 6, 2026 SEC
Magnera reported Q2 2026 GAAP EPS of -$0.50, a 354.5% miss vs consensus of -$0.11, and revenue of $796M slightly below $
PRESS-RELEASE — Impact 7/10
Apr 23, 2026 SEC
Magnera Corporation reported a significant earnings miss for Q1 2026, with EPS of -$0.95 versus a consensus estimate of
PRESS-RELEASE — Impact 8/10
Mar 9, 2026 Insider
Fogarty Kevin Michael was granted 12,998 shares
Director
Mar 9, 2026 Insider
Fahnemann Thomas was granted 12,998 shares
Director
Mar 9, 2026 Insider
Brown Bruce was granted 12,998 shares
Director
Feb 28, 2026 SEC
Three major passive institutional investors — Morgan Stanley, Wells Fargo, and Schwab — initiated new positions in Magne
INST-CLUSTER — Impact 5/10
Inst.
Russell Investments Group, Ltd. — ADD
507,447 shares ($4.8M)

Price Targets

$14.50 +18.5% upside Buy
Current $12.24 Low $13.00 Median $14.50 High $16.00 2 analysts
$13.00 $16.00

Analyst Ratings

Strong Sell0% buy · 7 analysts
0Strong Buy
0Buy
4Hold
1Sell
2Strong Sell
Recent Analyst Actions
DateFirmActionRating
May 8, 2026 Wells Fargo MAINTAIN Equal-Weight → Equal-Weight
Mar 20, 2026 Wells Fargo DOWNGRADE Overweight → Equal-Weight
Feb 6, 2026 Wells Fargo MAINTAIN Overweight → Overweight
Jan 6, 2026 Wells Fargo MAINTAIN Overweight → Overweight

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $0.12 ▼ -29.4% $0.12 — $0.12 242% YoY 1
Next Q $0.39 ▲ +105.3% $0.39 — $0.39 135% YoY 1
Current FY $-0.94 ▼ -36.2% $-0.94 — $-0.94 79% YoY 1
Next FY $1.68 ▲ +79.0% $1.22 — $2.15 2

Top Institutional Holders

FundValueMove
Erste Asset Management GmbH
BlackRock, Inc.$22.7M
MORGAN STANLEY$18.7MADD
VANGUARD CAPITAL MANAGEMENT LLC$14.6M
D. E. Shaw &$8.5MDOUBLED

Recent Insider Trades

DateInsiderTypeValue
Mar 9, 2026Fogarty KevinA$0.00
Mar 9, 2026Fahnemann ThomasA$0.00
Mar 9, 2026Brown BruceA$0.00
Mar 9, 2026Curless MichaelA$0.00
Mar 9, 2026Hall MaryA$0.00
50 institutional holders with $131.8M total value (13,837,208 shares) as of 2026-Q1. Top holders: Erste, BlackRock,, MORGAN. Net buying activity: 13 institutions added/increased vs 7 reduced.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1Erste Asset Management GmbH$0.000.0%
2BlackRock, Inc.2,390,007$22.7M17.2%
3MORGAN STANLEY1,967,831$18.7M14.2%ADD +54.4%
4VANGUARD CAPITAL MANAGEMENT LLC1,533,277$14.6M11.1%
5D. E. Shaw & Co., Inc.896,215$8.5M6.5%DOUBLED +210.8%
6Assenagon Asset Management S.A.742,425$7.1M5.4%DOUBLED +118.1%
7STATE STREET CORP656,868$6.2M4.7%
8AMERIPRISE FINANCIAL INC508,525$4.8M3.7%
9Russell Investments Group, Ltd.507,447$4.8M3.7%ADD +37.8%
10CHARLES SCHWAB INVESTMENT MANAGEMENT INC453,697$4.3M3.3%ADD +39.1%
11Verition Fund Management LLC432,303$4.1M3.1%ADD +31.0%
12GOLDMAN SACHS GROUP INC362,999$3.5M2.6%
13CITADEL ADVISORS LLC314,819$3.0M2.3%DOUBLED +479.9%
14VANGUARD PORTFOLIO MANAGEMENT LLC314,409$3.0M2.3%
15LOEWS CORP300,000$2.9M2.2%
16Trexquant Investment LP287,304$2.7M2.1%ADD +42.1%
17TUDOR INVESTMENT CORP ET AL269,250$2.6M1.9%ADD +73.7%
18DIMENSIONAL FUND ADVISORS LP253,908$2.4M1.8%DOUBLED +107.9%
19VANGUARD FIDUCIARY TRUST CO216,581$2.1M1.6%
20STATE OF WISCONSIN INVESTMENT BOARD202,888$1.9M1.5%DOUBLED +119.6%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
Russell Investments Group, Ltd.ADD368,309507,447+37.8%$4.8M2026-Q1
Verition Fund Management LLCADD329,931432,303+31.0%$4.1M2026-Q1
Trexquant Investment LPADD202,199287,304+42.1%$2.7M2026-Q1
TUDOR INVESTMENT CORP ET ALADD155,016269,250+73.7%$2.6M2026-Q1
DIMENSIONAL FUND ADVISORS LPDOUBLED122,136253,908+107.9%$2.4M2026-Q1
STATE OF WISCONSIN INVESTMENT BOARDDOUBLED92,405202,888+119.6%$1.9M2026-Q1
Invesco Ltd.TRIM161,834113,877-29.6%$1.1M2026-Q1
Nuveen, LLCNEAR_EXIT823,17790,724-89.0%$862.8K2026-Q1
FMR LLCTRIM133,96266,807-50.1%$635.3K2026-Q1
BANK OF AMERICA CORP /DE/NEAR_EXIT233,56557,788-75.3%$549.6K2026-Q1
MARSHALL WACE, LLPADD32,62355,167+69.1%$524.6K2026-Q1
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUNDTRIM120,71546,599-61.4%$443.2K2026-Q1
CANADA PENSION PLAN INVESTMENT BOARDADD15,20023,900+57.2%$227.3K2026-Q1
DEUTSCHE BANK AG\TRIM25,27111,340-55.1%$107.8K2026-Q1
CWM, LLCDOUBLED2762,181+690.2%$20.7K2026-Q1
Rockefeller Capital Management L.P.DOUBLED4621,344+190.9%$12.8K2026-Q1
FIFTH THIRD BANCORPDOUBLED4603+14975.0%$5.7K2026-Q1
NISA INVESTMENT ADVISORS, LLCTRIM928481-48.2%$4.6K2026-Q1
Allworth Financial LPADD212325+53.3%$3.1K2026-Q1
BROWN BROTHERS HARRIMAN & CODOUBLED825+212.5%$238.002026-Q1
MORGAN STANLEYADD1,568,5482,422,467+54.4%$36.7M2025-Q4
Nuveen, LLCDOUBLED76,962823,177+969.6%$12.5M2025-Q4
D. E. Shaw & Co., Inc.DOUBLED259,209805,693+210.8%$12.2M2025-Q4
CHARLES SCHWAB INVESTMENT MANAGEMENT INCADD289,164402,244+39.1%$6.1M2025-Q4
Russell Investments Group, Ltd.ADD261,944368,309+40.6%$5.6M2025-Q4
9 unique insiders with 10 transactions. Net insider value: $0.00 ($0.00 bought, $0.00 sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
Mar 9, 2026Fogarty Kevin MichaelDirectorAWARD12,998
Mar 9, 2026Fahnemann ThomasDirectorAWARD12,998
Mar 9, 2026Brown BruceDirectorAWARD12,998
Mar 9, 2026Curless Michael SDirectorAWARD12,998
Mar 9, 2026Hall Mary DeanDirectorAWARD12,998
Mar 9, 2026Marnick Samantha J.DirectorAWARD12,998
Mar 9, 2026Salmon TomDirectorAWARD12,998
Mar 9, 2026RICKERTSEN CARL JDirectorAWARD12,998
Feb 28, 2026Urey Jill L.EVP, GC & Corp SecEXERCISE1,571$12.95$20.3K
Feb 24, 2026Urey Jill L.EVP, GC & Corp SecEXERCISE205$13.03$2.7K

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Strong Sell (0% buy). Based on 7 analysts: 0 strong buy, 0 buy, 4 hold, 1 sell, 2 strong sell.

Analyst Price Targets

$14.50 mean target +18.5% upside Buy (3.00)
$13.00 Low $16.00 High
MetricValue
Current Price$12.24
Target Low$13.00
Target Mean$14.50
Target Median$14.50
Target High$16.00
# Analysts2
RecommendationBuy (3.00)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$0.12 $0.12 $0.12 242.4% -29.4% 0↑ 1↓ $0.9B 6.1% 1
Next Q
2026-09-30
$0.39 $0.39 $0.39 134.8% +105.3% 0↑ 1↓ $0.9B 7.8% 1
Current FY
2026-09-30
$-0.94 $-0.94 $-0.94 79.0% -36.2% 0↑ 1↓ $3.4B 5.6% 1
Next FY
2027-09-30
$1.68 $1.22 $2.15 +79.0% 1↑ 0↓ $3.5B 3.4% 2

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$0.120
7d ago$0.120
30d ago$0.170-0.050
60d ago$0.230-0.110
90d ago$0.230-0.110
1 analyst firms have rated this stock: 0 upgrades, 1 downgrades, 0 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
May 8, 2026 Wells Fargo MAINTAIN Equal-Weight Equal-Weight
Mar 20, 2026 Wells Fargo DOWNGRADE Overweight Equal-Weight
Feb 6, 2026 Wells Fargo MAINTAIN Overweight Overweight
Jan 6, 2026 Wells Fargo MAINTAIN Overweight Overweight

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 2026004120%
May 1, 2026004120%
Apr 1, 2026004120%
Mar 1, 20262420075%
Feb 1, 20262510088%
Jan 1, 20262510088%
Strong BuyBuyHoldSellStrong Sell

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.

Jun 15, 2026
other
Magnera Announces the Sale of Its Caerphilly, United Kingdom Operations
<p>CHARLOTTE, North Carolina, June 15, 2026 (GLOBE NEWSWIRE) -- Magnera Corporation (NYSE: MAGN) today announced the sale of its Caerphilly, UK oper
Jun 3, 2026
other
Magnera Introduces Universa™
<p>CHARLOTTE, N.C., June 03, 2026 (GLOBE NEWSWIRE) -- Universa™ is a new, consolidated range of industrial wipers that brings together the trusted p
May 7, 2026
other
Magnera Announces Participation at the Barclays 30th Annual Leveraged Finance Conference
<p>CHARLOTTE, N.C., May 07, 2026 (GLOBE NEWSWIRE) -- Magnera Corporation (NYSE: MAGN) today announced they will attend the 2026 Barclays 30<sup>th</
May 6, 2026
earnings
Magnera Reports Second Quarter Results
<p align="justify">CHARLOTTE, N.C., May 06, 2026 (GLOBE NEWSWIRE) -- </p> <p align="justify"><strong><u>Second Quarter Highlights</u></strong></p>
May 5, 2026
earnings_calendar
MAGN Q2 2026 Earnings Scheduled — 2026-05-05
Apr 23, 2026
earnings
Magnera to Report Second Quarter Results on May 7th
<p>CHARLOTTE, N.C., April 23, 2026 (GLOBE NEWSWIRE) -- Magnera (NYSE: MAGN) expects to release its second quarter results prior to trading on the Ne
Apr 22, 2026
earnings
Magnera Announces Launch of Corporate Responsibility Commitments, Setting a Foundation for Long-Term Impact
<p>CHARLOTTE, N.C., April 22, 2026 (GLOBE NEWSWIRE) -- Magnera today announced the launch of its Corporate Responsibility commitments, marking a maj
Mar 13, 2026
other
Magnera’s Next-Generation Liquid Barrier Solution Nominated for INDEX™26 Award
<p>CHARLOTTE, N.C., March 13, 2026 (GLOBE NEWSWIRE) -- Magnera, a leading supplier of advanced material solutions, announced that its <a href="https
Mar 6, 2026
other
Magnera Announces Participation at the Gabelli Funds 17th Annual Specialty Chemical Symposium
<p>CHARLOTTE, N.C., March 06, 2026 (GLOBE NEWSWIRE) -- Magnera Corporation (NYSE: MAGN) today announced they will attend the Gabelli Funds 17<sup>th
Mar 6, 2026
other
Magnera Announces Participation at the 2026 Sidoti Small Cap Virtual Conference
<p>CHARLOTTE, N.C., March 06, 2026 (GLOBE NEWSWIRE) -- Magnera Corporation (NYSE: MAGN) today announced they will attend the 2026 Sidoti Small Cap V