Sonoco (NYSE: SON) reported third-quarter 2026 net sales of $2.04 billion, down 4.2% from a year earlier, and a GAAP net loss attributable to Sonoco of $732 million, or $7.36 per diluted share. The loss reflected an $829 million non-cash goodwill impairment charge tied to Consumer EMEA/APAC and Industrial APAC businesses.
Third-quarter operating cash flow was $285 million. Sonoco revised its 2026 outlook for net sales to $7.20 billion to $7.40 billion and projected adjusted diluted EPS of $5.30 to $5.50.
- GAAP operating loss was $638 million, compared with operating profit of $195 million in the prior-year quarter.
- Consumer Packaging sales declined 2.9% to $1.40 billion; Industrial Paper Packaging sales rose 5.2% to $646 million.
- Cash and cash equivalents were $183 million at September 27, 2026, while total debt was $4.3 billion.
- Year-to-date operating cash flow was $218 million, compared with $277 million in the prior-year period.
$SON Insider Trading Activity
$SON insiders have traded $SON stock on the open market 4 times in the past 6 months. Of those trades, 3 have been purchases and 1 have been sales.
Here’s a breakdown of recent trading of $SON stock by insiders over the last 6 months:
- PAUL JOACHIMCZYK (CFO) purchased 8,058 shares for an estimated $399,998
- JAMES A. III HARRELL (Pres. Global Ind. Paper Pkg.) purchased 6,753 shares for an estimated $340,183
- R. HOWARD COKER (President & CEO) purchased 4,345 shares for an estimated $249,446
- JOHN M FLORENCE (Gnl Council, Secy, VP) sold 261 shares for an estimated $15,284
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
$SON Hedge Fund Activity
We have seen 255 institutional investors add shares of $SON stock to their portfolio, and 204 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- LSV ASSET MANAGEMENT added 2,561,528 shares (+122.8%) to their portfolio in Q2 2026, for an estimated $144,342,102
- EPOCH INVESTMENT PARTNERS, INC. added 1,170,817 shares (+inf%) to their portfolio in Q2 2026, for an estimated $65,975,537
- RUBRIC CAPITAL MANAGEMENT LP added 1,143,562 shares (+inf%) to their portfolio in Q2 2026, for an estimated $64,439,718
- SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. added 1,102,076 shares (+inf%) to their portfolio in Q2 2026, for an estimated $62,101,982
- FMR LLC added 1,050,983 shares (+110.6%) to their portfolio in Q2 2026, for an estimated $59,222,892
- DIMENSIONAL FUND ADVISORS LP added 929,422 shares (+23.6%) to their portfolio in Q2 2026, for an estimated $52,372,929
- INVESCO LTD. added 805,521 shares (+64.1%) to their portfolio in Q2 2026, for an estimated $45,391,108
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
