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Baird raises Avery Dennison stock price target, cites volume recovery

Published 25/04/2024, 13:38
AVY
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On Thursday, Baird, a financial services firm, increased its price target for Avery Dennison (NYSE:AVY) shares to $230 from $215, while maintaining an Outperform rating. The adjustment comes after Avery Dennison displayed a significant year-over-year volume improvement in its first-quarter results, which Baird interprets as an early indication of a volume recovery for the company.

The firm noted that this positive trend is expected to continue and gain momentum throughout 2024, particularly as the apparel markets begin to stabilize, which should further boost the growth of Avery Dennison's Intelligent Labels segment. The new price target of $230 is based on approximately 22 times Baird's 2025 earnings per share (EPS) estimate of $10.55 for Avery Dennison.

Baird's analyst highlighted the first quarter as a turning point, signaling a shift from the previously erratic earnings reports. This quarter's performance was seen as a confirmation of an early-stage recovery in volumes, a key factor for the company's future growth prospects.

The firm also pointed out that the second quarter will be crucial for Avery Dennison, as it is expected to be a milestone period for the company. The emphasis is on volume-led earnings compounding, which is anticipated to be a significant driver for the company's performance in the upcoming quarter.

InvestingPro Insights

Following Baird's optimistic outlook on Avery Dennison (NYSE:AVY), InvestingPro data and tips provide further context to the company's financial health and stock performance. Avery Dennison's market capitalization currently stands at $17.1 billion, reflecting a substantial presence in the industry. The company's P/E ratio, a measure of its current share price relative to its per-share earnings, is 30.89, suggesting that investors are expecting higher earnings growth in the future compared to the broader market. Additionally, the adjusted P/E ratio for the last twelve months as of Q1 2024 is 26.12, which aligns with the company's strong earnings potential.

One of the InvestingPro Tips notes that Avery Dennison has raised its dividend for 13 consecutive years, signaling a commitment to returning value to shareholders. This is further evidenced by the company maintaining dividend payments for an impressive 54 consecutive years. Moreover, the stock has experienced a large price uptick over the last six months, with a 27.19% total return, indicating robust investor confidence and market performance.

For readers looking to delve deeper into Avery Dennison's financials and stock analysis, InvestingPro offers additional tips, including insights into the company's profitability this year, its trading patterns, and analysts' predictions. With 11 more InvestingPro Tips available, investors can gain a comprehensive understanding of the company's outlook. Use coupon code PRONEWS24 to get an additional 10% off a yearly or biyearly Pro and Pro+ subscription, and explore these valuable insights at https://www.investing.com/pro/AVY.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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