MAGN
Magnera Corp
$11.18
-0.36%
$400.2M
No data for this timeframe.
Vol
Market Cap$400.2M
Cap SizeSmall Cap
Analyst ConsensusSell (0%)
Inst. Holders6 funds
Inst. Value$82.0M
Inst. Activity4 buys / 1 sells
SEC Reports3
Recent Activity
Jun 3, 2026
other
Magnera Introduces Universa™
<p>CHARLOTTE, N.C., June 03, 2026 (GLOBE NEWSWIRE) -- Universa™ is a new, consolidated range of in
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 sold 12,998 shares
Director @ $0.00 ($0.00)
Mar 9, 2026
Insider
Fahnemann Thomas sold 12,998 shares
Director @ $0.00 ($0.00)
Mar 9, 2026
Insider
Brown Bruce sold 12,998 shares
Director @ $0.00 ($0.00)
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.
MORGAN STANLEY — ADD
2,422,467 shares ($36.7M)
Price Targets
$14.50
+23.9% upside
Strong Buy
Current $11.70
Low $13.00
Median $14.50
High $16.00
2 analysts
$13.00
$16.00
Analyst Ratings
0Strong Buy
0Buy
4Hold
1Sell
2Strong Sell
Recent Analyst Actions
| Date | Firm | Action | 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 |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| 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 |
Latest Reports
BEARISH
PRESS-RELEASE
7/10
Magnera reported Q2 2026 GAAP EPS of -$0.50, a 354.5% miss vs consensus of -$0.11, and revenue of $796M slightly below $
May 6, 2026
BEARISH
PRESS-RELEASE
8/10
Magnera Corporation reported a significant earnings miss for Q1 2026, with EPS of -$0.95 versus a consensus estimate of
Apr 23, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| MORGAN STANLEY | $36.7M | ADD |
| VANGUARD GROUP INC | $33.1M | — |
| CHARLES SCHWAB INVESTMENT MANAGEMENT | $6.1M | ADD |
| BANK OF AMERICA CORP | $3.5M | DOUBLED |
| FMR LLC | $2.0M | TRIM |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| Mar 9, 2026 | Fogarty Kevin | A | $0.00 |
| Mar 9, 2026 | Fahnemann Thomas | A | $0.00 |
| Mar 9, 2026 | Brown Bruce | A | $0.00 |
| Mar 9, 2026 | Curless Michael | A | $0.00 |
| Mar 9, 2026 | Hall Mary | A | $0.00 |
6 institutional holders with $82.0M total value (5,414,384 shares) as of 2025-Q4. Top holders: MORGAN, VANGUARD, CHARLES. Net buying activity: 4 institutions added/increased vs 1 reduced.
Top Institutional Holders — 2025-Q4
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 2,422,467 | $36.7M | 44.7% | ADD +54.4% |
| 2 | VANGUARD GROUP INC | 2,184,219 | $33.1M | 40.3% | — |
| 3 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 402,244 | $6.1M | 7.4% | ADD +39.1% |
| 4 | BANK OF AMERICA CORP /DE/ | 233,565 | $3.5M | 4.3% | DOUBLED +199.8% |
| 5 | FMR LLC | 133,962 | $2.0M | 2.5% | TRIM -74.2% |
| 6 | WELLS FARGO & COMPANY/MN | 37,927 | $574.2K | 0.7% | ADD +33.1% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| MORGAN STANLEY | ADD | 1,568,548 | 2,422,467 | +54.4% | $36.7M | 2025-Q4 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | ADD | 289,164 | 402,244 | +39.1% | $6.1M | 2025-Q4 |
| BANK OF AMERICA CORP /DE/ | DOUBLED | 77,916 | 233,565 | +199.8% | $3.5M | 2025-Q4 |
| FMR LLC | TRIM | 518,626 | 133,962 | -74.2% | $2.0M | 2025-Q4 |
| WELLS FARGO & COMPANY/MN | ADD | 28,487 | 37,927 | +33.1% | $574.2K | 2025-Q4 |
| UBS Group AG | TRIM | 1,099,602 | 689,481 | -37.3% | $8.1M | 2025-Q3 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | ADD | 224,147 | 289,164 | +29.0% | $3.4M | 2025-Q3 |
| BANK OF AMERICA CORP /DE/ | TRIM | 211,735 | 77,916 | -63.2% | $913.2K | 2025-Q3 |
| NORGES BANK | EXIT | 40,433 | 0 | -100.0% | $0.00 | 2025-Q3 |
| MORGAN STANLEY | DOUBLED | 260,447 | 1,955,080 | +650.7% | $23.6M | 2025-Q2 |
| UBS Group AG | ADD | 552,398 | 1,099,602 | +99.1% | $13.3M | 2025-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | DOUBLED | 89,572 | 224,147 | +150.2% | $2.7M | 2025-Q2 |
| NORGES BANK | NEW | — | 40,433 | — | $488.4K | 2025-Q2 |
| WELLS FARGO & COMPANY/MN | DOUBLED | 6,475 | 25,507 | +293.9% | $308.1K | 2025-Q2 |
| CITADEL ADVISORS LLC | ADD | 102,873 | 167,281 | +62.6% | $3.0M | 2025-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | ADD | 64,921 | 89,572 | +38.0% | $1.6M | 2025-Q1 |
| RENAISSANCE TECHNOLOGIES LLC | EXIT | 36,704 | 0 | -100.0% | $0.00 | 2025-Q1 |
| NORGES BANK | EXIT | 97,019 | 0 | -100.0% | $0.00 | 2025-Q1 |
| TWO SIGMA INVESTMENTS, LP | EXIT | 32,596 | 0 | -100.0% | $0.00 | 2025-Q1 |
| UBS Group AG | NEW | — | 545,916 | — | $9.9M | 2024-Q4 |
| MORGAN STANLEY | NEW | — | 260,808 | — | $4.7M | 2024-Q4 |
| CITADEL ADVISORS LLC | NEW | — | 102,873 | — | $1.9M | 2024-Q4 |
| NORGES BANK | NEW | — | 97,019 | — | $1.8M | 2024-Q4 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | NEW | — | 64,921 | — | $1.2M | 2024-Q4 |
| RENAISSANCE TECHNOLOGIES LLC | NEW | — | 36,704 | — | $666.9K | 2024-Q4 |
9 unique insiders with 0 transactions. Net insider value: $0.00 ($0.00 bought, $0.00 sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Mar 9, 2026 | Fogarty Kevin Michael | Director | A | 12,998 | $0.00 | $0.00 |
| Mar 9, 2026 | Fahnemann Thomas | Director | A | 12,998 | $0.00 | $0.00 |
| Mar 9, 2026 | Brown Bruce | Director | A | 12,998 | $0.00 | $0.00 |
| Mar 9, 2026 | Curless Michael S | Director | A | 12,998 | $0.00 | $0.00 |
| Mar 9, 2026 | Hall Mary Dean | Director | A | 12,998 | $0.00 | $0.00 |
| Mar 9, 2026 | Marnick Samantha J. | Director | A | 12,998 | $0.00 | $0.00 |
| Mar 9, 2026 | Salmon Tom | Director | A | 12,998 | $0.00 | $0.00 |
| Mar 9, 2026 | RICKERTSEN CARL J | Director | A | 12,998 | $0.00 | $0.00 |
| Feb 28, 2026 | Urey Jill L. | EVP, GC & Corp Sec | M | 1,571 | $12.95 | $20.3K |
| Feb 28, 2026 | Urey Jill L. | EVP, GC & Corp Sec | M | 1,571 | $0.00 | $0.00 |
| Feb 24, 2026 | Urey Jill L. | EVP, GC & Corp Sec | M | 205 | $13.03 | $2.7K |
| Feb 24, 2026 | Urey Jill L. | EVP, GC & Corp Sec | M | 205 | $0.00 | $0.00 |
3 SEC filing reports analyzed. Sentiment: 0 bullish, 2 bearish, 0 mixed, 1 neutral. Avg impact: 6.7/10.
BEARISH
PRESS-RELEASE
7/10
Magnera reported Q2 2026 GAAP EPS of -$0.50, a 354.5% miss vs consensus of -$0.11, and revenue of $7
May 6, 2026
BEARISH
PRESS-RELEASE
8/10
Magnera Corporation reported a significant earnings miss for Q1 2026, with EPS of -$0.95 versus a co
Apr 23, 2026
NEUTRAL
INST-CLUSTER
5/10
Three major passive institutional investors — Morgan Stanley, Wells Fargo, and Schwab — initiated ne
Feb 28, 2026
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
+23.9% upside
Strong Buy (3.00)
$13.00 Low
$16.00 High
| Metric | Value |
|---|---|
| Current Price | $11.70 |
| Target Low | $13.00 |
| Target Mean | $14.50 |
| Target Median | $14.50 |
| Target High | $16.00 |
| # Analysts | 2 |
| Recommendation | Strong Buy (3.00) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| 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
| Timepoint | EPS Estimate | Change |
|---|---|---|
| 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
| Date | Analyst Firm | Action | Previous Rating | New 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
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 0 | 0 | 4 | 1 | 2 | 0% | |
| May 1, 2026 | 0 | 0 | 4 | 1 | 2 | 0% | |
| Apr 1, 2026 | 0 | 0 | 4 | 1 | 2 | 0% | |
| Mar 1, 2026 | 2 | 4 | 2 | 0 | 0 | 75% | |
| Feb 1, 2026 | 2 | 5 | 1 | 0 | 0 | 88% | |
| Jan 1, 2026 | 2 | 5 | 1 | 0 | 0 | 88% |
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 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