Core Viewpoint - The Shareholders' Nomination Board of Huhtamäki Oyj has submitted proposals for the composition and remuneration of the Board of Directors for the upcoming Annual General Meeting scheduled for April 29, 2026 [1]. Board Composition - The Shareholders' Nomination Board proposes that the Board of Directors will consist of nine members [2]. - Current members Ms. Mercedes Alonso, Mr. Robert K. Beckler, Ms. Essimari Kairisto, Ms. Anja Korhonen, Mr. Johann Christoph Michalski, Ms. Kerttu Tuomas, and Mr. Pekka Vauramo are proposed for re-election, while Mr. Suryakant Pandey and Ms. Johanna Söderström are proposed as new members [3]. - Mr. Pekka Vauramo is proposed to be re-elected as Chair, and Ms. Kerttu Tuomas as Vice-Chair of the Board [3]. Non-Re-elected Members - Mr. Doug Baillie and Ms. Pauline Lindwall will not be available for re-election [4]. Candidate Backgrounds - Mr. Suryakant Pandey has extensive experience in the food industry, previously serving as Managing Director at pladis Foods Limited and holding various positions at Kimberly-Clark and Mondelez [5]. - Ms. Johanna Söderström has a strong HR background, having worked at Tyson Foods and Dow Chemical, and is currently the Founder of Taika Talent Group [6]. Remuneration - The proposed remuneration for the Board of Directors remains unchanged: Chair EUR 180,000, Vice-Chair EUR 84,000, and other members EUR 69,000 each [8]. - Additional compensation includes EUR 17,500 for the Chair of the Audit Committee, EUR 10,500 for the Chair of the Human Resources and Investment Committees, and EUR 1,500 for each Board and Committee meeting attended [8]. Share Ownership - The Shareholders' Nomination Board expects all Board members to own shares in Huhtamäki Oyj [9]. Company Overview - Huhtamäki is a leading global provider of sustainable packaging solutions, with a focus on hygiene, safety, and reducing food waste [10]. - The company has a history of over 100 years, operates in 36 countries with around 18,000 professionals, and reported net sales of EUR 4.1 billion in 2024 [11].

Core Viewpoint - Huhtamaki is enhancing its climate goals by adopting more stringent short-term emission reduction targets, aligning with the Paris Agreement to limit global warming to 1.5°C [1][2] Emission Reduction Targets - By 2030, Huhtamaki aims to reduce Scope 1 and 2 GHG emissions by over 50% and Scope 3 emissions by 25% compared to 2022 levels, with these targets approved by the Science Based Targets initiative (SBTi) [1][8] - The company has committed to setting long-term emissions reduction targets with the SBTi, aiming for net-zero by 2050 [2] Climate Action Plan - The climate action plan includes various decarbonization strategies such as replacing fossil fuels, increasing the use of renewable energy, engaging with low-emission suppliers, and enhancing the renewable and recycled content in products [4] - Continuous improvement in operational efficiency is also a focus to reduce carbon emissions [4] Sustainability Strategy - In late 2025, Huhtamaki updated its sustainability ambitions to meet the evolving needs of the packaging industry, reinforcing accountability and technology-relevant targets [5] - Sustainability is central to Huhtamaki's strategy, aiming to be the preferred choice for sustainable packaging solutions [5] Broader Environmental Focus - The company is also focused on developing packaging that is recyclable, compostable, or reusable, made from responsibly sourced materials, while minimizing waste and reducing water consumption [6] - Collaboration with customers and partners is emphasized to deliver sustainable, cost-efficient, and user-friendly solutions [6] Company Overview - Huhtamaki is a leading global provider of sustainable packaging solutions, with a history of over 100 years and operations in 36 countries [9] - The company reported net sales of EUR 4.1 billion in 2024 and is listed on the Nasdaq Helsinki [9]

Core Thesis - Sonoco Products Company is positioned as a strong investment opportunity due to its strategic pivot towards metal packaging, enhancing its earnings quality and risk profile [2][3][5] Company Overview - Sonoco is a diversified global packaging company serving consumer, industrial, and healthcare markets, with a significant shift towards metal packaging through acquisitions [2] - The company’s share was trading at $47.64 as of January 13th, with trailing and forward P/E ratios of 25.75 and 7.94 respectively [1] Strategic Shift - The acquisitions of Ball Metalpack and Eviosys have transformed Sonoco into one of the largest producers of metal food cans, focusing on a stable and mature industry characterized by high barriers to entry and predictable demand [2] - The metal can business benefits from long-term customer relationships with major food producers, emphasizing reliability and scale over marginal pricing [3] Financial Resilience - A significant portion of Sonoco's revenue is governed by multi-year contracts with price escalation mechanisms tied to raw material costs, providing built-in inflation protection [3] - This structure allows the company to pass through fluctuations in steel and aluminum prices, resulting in more stable cash flows and reduced exposure to commodity volatility [3] Capital Allocation and Shareholder Returns - Sonoco has a long history of continuous dividend payments for nearly a century, reflecting a commitment to shareholder returns and conservative financial management [4] - The company’s resilient free cash flow generation and owner-oriented culture further reinforce its investment case [4] Investment Profile - With a stronger focus on metal packaging, enhanced inflation pass-through capabilities, and a commitment to returning capital, Sonoco is increasingly viewed as a defensive compounder rather than a cyclical business [5] - The recent acquisitions align with Sonoco's long-term identity and strengthen its position as a durable, income-generating industrial franchise [5]

Core Insights - Crown Holdings, Inc. announced the winners of its 2025 Chairman's Sustainability Awards, recognizing manufacturing facilities for their contributions to Sustainable Manufacturing, Safety/Employee Engagement, and Innovation in Sustainability [1][2] Sustainable Manufacturing - The Ponta Grossa aluminum beverage can manufacturing plant in Brazil won the Sustainable Manufacturing Award for implementing energy-efficient methods, including a heat exchange system that reuses residual heat [3] - Signode India Limited was a finalist for the Sustainable Manufacturing Award for projects such as automated oven temperature controls and a plastic recycling program [7][9] Safety/Employee Engagement - The Izmit aluminum beverage can manufacturing plant in Turkey received the Safety/Employee Engagement Award for modernizing its air system, improving air quality and work conditions for employees [4] - The Bowling Green, KY aluminum beverage can manufacturing plant was a finalist for achieving a 20% reduction in total recordable incident rate (TRIR) through safety-focused initiatives [6] Innovation in Sustainability - The Innovation in Sustainability Award was given to Signode Belgium for launching plastic stretch film with 30% post-consumer recycled content and to SMP Singapore for transitioning to an LED ink curing system, reducing carbon emissions [5] - The Agoncillo, Spain beverage cans and ends plant was recognized as a finalist for its Smart Air Efficiency project, which optimized air usage and reduced CO2 emissions [8] Notable Finalists - Other finalists included Crown Vietnam for its safety poster program and employee engagement initiatives, and Crown TCP (Thailand) for using AI cameras to enhance operational efficiency [9]

Core Viewpoint - Amcor plc has successfully completed a 1-for-5 reverse stock split, which was approved by shareholders at the annual general meeting held on November 6, 2025 [1] Company Summary - Amcor plc is recognized as a global leader in developing and producing responsible packaging solutions [1]

Core Viewpoint - Smurfit Westrock Plc is expected to report a profit increase in its upcoming fiscal Q4 earnings announcement, despite recent challenges in the packaging industry [1][2][5]. Financial Performance - Analysts anticipate a profit of $0.45 per share for fiscal Q4 2025, representing a 32.4% increase from $0.34 per share in the same quarter last year [2]. - For the entire fiscal year 2025, the expected profit is projected at $2.20 per share, up 5.8% from $2.08 per share in fiscal 2024 [3]. - EPS is forecasted to grow 34.1% year over year to $2.95 in fiscal 2026 [3]. Market Performance - Smurfit Westrock's stock has gained 2.4% over the past 52 weeks, underperforming compared to the S&P 500 Index's 18.3% rise and the Consumer Discretionary Select Sector SPDR Fund's 24.5% return [4]. - The company has faced a challenging demand environment for packaging and containerboard products, leading to weaker consumer packaging shipments and pressure on volumes and margins [5]. Analyst Sentiment - Wall Street analysts maintain a "Strong Buy" rating for Smurfit Westrock, with 14 out of 17 analysts recommending "Strong Buy," two suggesting "Moderate Buy," and one advising "Hold" [6]. - The mean price target for the stock is set at $51.93, indicating a potential upside of 21.5% from current levels [6].

Core Viewpoint - Amcor PLC has executed a reverse stock split to enhance shareholder value while demonstrating strong financial performance and consistent dividend growth, making it an attractive investment opportunity for income and growth investors [1][5]. Financial Performance - Amcor's revenue has grown from $4 billion in fiscal year 2017 to $15 billion in fiscal year 2025, reflecting a compound annual growth rate of 15.8% [2][5]. - The company is recognized as a dividend aristocrat, having increased its dividend for seven consecutive years, indicating reliability in providing consistent returns to shareholders [2]. Stock Performance - The current stock price for AMCR is $8.82, with a recent change of $0.07, or 0.8%, from the previous trading session [3]. - Over the past year, AMCR has experienced significant volatility, with a high of $52.25 and a low of $8.80 [3]. Trading Activity - Today's trading volume for AMCR is 15.31 million shares, indicating active investor interest despite the recent reverse stock split [4][5].

Group 1 - Silgan Holdings Inc. is recognized as one of the 14 Best Mid Cap Dividend Aristocrat Stocks to buy now [1] - Truist has adjusted its price target for Silgan Holdings to $50 from $53 while maintaining a Buy rating, citing potential pressure on packaging volumes in early 2026 due to limited promotional activity [2] - Despite the anticipated pressure, some consumer packaged goods companies are managing to increase volumes without sacrificing pricing gains, and beverage can demand is expected to rise in North America and Europe [2] - Silgan announced a share repurchase program of up to $500 million, replacing a previous authorization with approximately $25 million remaining, indicating a disciplined approach to capital deployment [3] - The company operates 124 manufacturing facilities across North and South America, Europe, and Asia, focusing on sustainable rigid packaging for consumer goods [3]

Core Insights - The article emphasizes the importance of multiple criteria when selecting dividend stocks, including dividend growth and history, as well as potential catalysts for price appreciation [1]. Group 1: Dividend Stocks Identified - Four stocks with great potential for investors in 2026 are Chevron (NYSE: CVX), Sonoco Products (NYSE: SON), Getty Realty (NYSE: GTY), and Target (NYSE: TGT) [2]. Group 2: Chevron - Chevron has a forward dividend yield of 4.22% and has increased its dividend for 38 consecutive years, nearing the status of a Dividend King [4]. - Despite the ongoing oil price slump, Chevron's dividend growth is expected to continue, supported by potential catalysts such as an acquisition of Lukoil's international business [5]. Group 3: Sonoco Products - Sonoco Products has raised its dividend for 43 consecutive years, with a current forward dividend yield of 4.46%. Although the dividend increased by only 1.9% last year, strong price appreciation is anticipated this year [6]. - Sonoco's shares trade for less than 8 times its forward earnings, compared to peers like Amcor, which trade at forward P/E ratios of 10-12, indicating potential for valuation improvement [7]. Group 4: Getty Realty - Getty Realty is a specialty REIT with a forward yield of 6.7%, recognized for its high dividend yield and consistent dividend growth for over a decade [10]. Group 5: Target - Target remains a strong turnaround play for dividend-focused investors, even after recent price surges [9].

Summary of Aptar's Presentation at the 44th Annual JPMorgan Healthcare Conference Company Overview - **Company**: Aptar - **Industry**: Healthcare, specifically focusing on drug delivery systems, beauty, and closures - **Key Executives Present**: Stephan Tanda (CEO), Vanessa Kanu (CFO), Gael Touya (President, Aptar Pharma), Mary Skafidas (SVP, Investor Relations and Communications) [1] Core Business Segments - **Pharma Business**: Represents 46% of total company revenue and contributes two-thirds of EBITDA, with a growth rate of 7% [2][4] - **Beauty and Closures**: These segments are also performing well, with significant improvements noted [2][48] Financial Performance and Strategy - **Capital Allocation**: The company maintains a balanced approach, with approximately 70% of capital invested in growth and 30% returned to shareholders through dividends and share buybacks [5][44] - **Dividends**: Aptar has a history of 32 years of increasing dividends, supported by growing cash flow [5] - **Share Repurchases**: Increased activity in share buybacks, with $270 million remaining in authorization expected to be utilized [5][45] Market Dynamics and Growth Opportunities - **Total Addressable Market (TAM)**: The company is focused on large and growing markets, with Pharma leading at a 7% growth rate, Beauty at 4%, and Closures at 2% [4] - **Pipeline Growth**: Since 2019, the average weighted value of Aptar's pipeline has increased by 54%, with the number of opportunities growing by 46% [10] - **Innovative Drug Delivery**: The company is pioneering systemic nasal drug delivery, which allows for direct administration into the bloodstream, bypassing the gastrointestinal tract [11][12] Product Innovations - **Nasal Delivery Systems**: Significant advancements in drug delivery through the nasal route, including treatments for neurological disorders and chronic diseases [12][17] - **Injectables**: The injectables segment is expected to grow significantly, driven by demand for GLP-1 medications and vaccines [19][20] - **Digital Health Solutions**: Partnerships, such as with Oura, enhance patient engagement and adherence through technology [24][43] Regulatory and Competitive Position - **Regulatory Expertise**: Aptar's deep regulatory knowledge is a competitive advantage, allowing for successful navigation of the drug approval process [6][7] - **Intellectual Property**: The company emphasizes the importance of its IP portfolio, which includes patents and trade secrets, as a core component of its business strategy [28][29] Challenges and Market Adjustments - **Narcan Market Dynamics**: The company anticipates a normalization period following a surge in Narcan sales, with a projected $65 million headwind expected in the first half of 2026 due to inventory adjustments [30][33] - **Supply Chain Strategy**: Aptar's four-region supply chain strategy positions it well to meet market demands amid geopolitical challenges [20] Conclusion - **Overall Outlook**: Aptar is well-positioned for growth with a strong pipeline, innovative drug delivery solutions, and a commitment to sustainability and patient-centric approaches [24][42]