Greif

GEF · NYSE

$81.56+$0.75 (+0.93%)TodayMarket closed · Oct 20, 7:30 PM ET

Prev close $80.81

GEF analyst rating

HoldConsensus of 4 analysts over the last 12 months. 25% rate it a buy.

Strong buy0
Buy1
Hold3
Underperform0
Sell0

12-month price target · 6 analysts

Average $88.94 (+9.1% upside)

Low: $74.74
Now: $81.56
High: $105.00

Upgrades and downgrades

The latest rating actions, newest first

GEF analyst upgrades, downgrades and rating actions
Firm	Date	Action	Rating	Price target	Hit rate
Wells Fargo	Oct 19, 2026	Maintains	Equal-Weight	$90.00 → $88.00	52%
Raymond James	Oct 16, 2026	Upgrade	Market Perform → Outperform	$90.00	36%
Truist Securities	Oct 12, 2026	Maintains	Hold	$97.00 → $94.00	46%
Truist Securities	Aug 4, 2026	Maintains	Hold	$78.00 → $97.00	46%
Wells Fargo	Jul 30, 2026	Maintains	Equal-Weight	$74.00 → $90.00	51%
Wells Fargo	Jul 15, 2026	Maintains	Equal-Weight	$70.00 → $74.00	51%
Truist Securities	May 4, 2026	Maintains	Hold	$79.00 → $78.00	46%
Wells Fargo	Mar 20, 2026	Maintains	Equal-Weight	$76.00 → $70.00	51%
Wells Fargo	Feb 19, 2026	Maintains	Equal-Weight	$73.00 → $76.00	51%
Wells Fargo	Jan 29, 2026	Maintains	Equal-Weight	$72.00 → $73.00	51%

The case for and against

Updated Feb 9, 2026

Bull case

Greif Inc. has strategically shifted its business mix towards less cyclical products and markets while focusing on higher EBITDA margin segments, which supports a positive cash flow generation outlook, targeting approximately 50% free cash flow conversion. The company has demonstrated growth in its Integrated Solutions segment, with a year-over-year volume increase of 2.6% primarily driven by strong demand for recycled fiber. Additionally, the Customized Polymer Solutions segment also reported a 2.2% year-over-year volume increase, reflecting resilience despite some declines in larger product categories.

Bear case

Greif Inc. is experiencing significant volume declines across its segments, with a 5.8% year-over-year drop in Durable Metal Solutions attributed to sluggish demand in North America and EMEA, and a 7.6% decline in Sustainable Fiber Solutions due to challenging market conditions. The company faces multiple downside risks, including deteriorating supply and demand dynamics in its key markets, increased volatility in input costs for essential materials, and concerns about its ability to manage these costs effectively. Additionally, weaker-than-anticipated capital returns and exposure to international markets may further impact the company's financial performance and outlook.

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