IFM Investors 13F: Exits Avery Dennison (AVY) Stake
IFM Investors has sold its entire stake in Avery Dennison, eliminating its 22,157 shares.
Reviewed by automated data checks against the source filing. How we make and check alerts
IFM Investors sold its entire stake of 22,157 shares in Avery Dennison Corporation ($AVY), according to a 13F filing with the SEC dated October 14, 2026.
Since the filing, $AVY is up 2.0% to date (from the $171.84 close on Oct 14, 2026).
AVY
Avery Dennison Corporation
Key Points
- IFM Investors sold its entire stake in Avery Dennison, reducing its holdings by 22,157 shares to zero.
- Avery Dennison, with a market cap of $12.83 billion, has a P/E ratio of 18.5 and a beta of 0.814.
- The company pays a dividend yield of 2.39% and is expected to report earnings on October 21, 2026.
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IFM Investors has completely exited its position in Avery Dennison Corporation (NYSE: AVY). According to the latest Form 13F filing with the SEC, the fund sold all of its 22,157 shares, marking a 100% decrease in its holdings. This move leaves IFM Investors with no remaining shares in the company.
IFM Investors vs. the S&P 500
Hypothetical returns from IFM Investors's disclosed trades, not real profit or advice. How we model this.
What Changed in IFM Investors' Avery Dennison Position
IFM Investors has sold out of its position in Avery Dennison, reducing its holdings from 22,157 shares to zero. The sale reflects a complete exit from the investment, as reported in the filing for the recent period.
Avery Dennison Corporation Stock Down 0.6%
Shares of Avery Dennison, trading on the NYSE under the ticker AVY, were last noted at a previous close of $167.71. The company, valued at approximately $12.83 billion, has a price-to-earnings ratio of 18.5 and a forward P/E of 15.1, indicating its profitability relative to its stock price. Avery Dennison's beta of 0.814 suggests it is less volatile than the overall market. The stock has traded between $152.42 and $199.54 over the past 52 weeks, with a 50-day moving average of $171.52 and a 200-day moving average of $173.09.
Recent Earnings
Avery Dennison reported revenue of about $9.25 billion with a growth rate of 10.9%. The company's net margin stands at 7.62%, and it boasts a return on equity of 31.16%. Investors can expect the next earnings announcement on October 21, 2026.
Earnings drift grade
Outlook vs expectations on the last report — not price action.
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Forward outlook
3 target cuts vs 0 raises.
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EPS & revenue
EPS missed estimates by 0.9%. Revenue missed estimates by 0.8%.
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Profit surprise
EBITDA missed by 27 percent. Operating income missed by 7 percent.
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Pre-earnings setup
Bar was high, analysts already very bullish.
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Analyst signal
3 target cuts.
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Earnings quality
Positive free cash flow.
Earnings Call Summary
Avery Dennison started 2026 solidly with adjusted earnings per share up 7 percent to $2.47, driven by strong base label sales and productivity gains. However, high-value categories like Graphics and Intelligent Labels underperformed, partly due to difficult comparisons and weak logistics demand. Management is managing through raw material inflation by implementing price increases and cost reductions, expecting high single-digit inflation in the second quarter. The company deepened its partnership with Williard through a $75 million investment to expand its intelligent labels platform into food and condition-monitoring applications.
Guidance The company expects second quarter organic sales growth of 0 to 2 percent, with reported sales up 2 to 4 percent including currency and acquisition contributions. Earnings per share is expected to be $2.43 to $2.53, up 3 percent year over year at the midpoint. For the full year, management expects sequential earnings growth each quarter, though no new full-year guidance was provided.
Severe negative reset. The report materially damaged the forward outlook and likely forces major downward revisions.
Dividend
Avery Dennison pays an annual dividend rate of $4.00, translating to a yield of 2.39%. The dividend payout ratio is 41.79%, indicating the portion of earnings distributed to shareholders.
About Avery Dennison
Avery Dennison Corporation, headquartered in Mentor, Ohio, is a global leader in materials science and digital identification solutions. The company operates in the consumer cyclical sector, focusing on packaging and containers. Avery Dennison offers a wide range of products, including pressure-sensitive label materials, performance tapes, and reflective films. It serves various industries such as home and personal care, apparel, and automotive, under brands like Fasson, JAC, and Avery Dennison. Led by CEO Mr. Deon M. Stander, the company employs around 35,000 people worldwide.
Bottom Line
IFM Investors' complete exit from Avery Dennison highlights a strategic shift in its portfolio. While the filing provides a snapshot of past holdings, it may not reflect current positions. Investors keep an eye on such filings for insights into institutional sentiment and portfolio adjustments.
Related Filing Alerts
Source: IFM Investors's 13F filing on $AVY (Oct 14, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Find the original filing: IFM Investors 13F filings on SEC EDGAR. Written by software, not financial advice. How we make alerts