E. Ohman J:or Asset Management 13F: Adds $25M to BALL Stake
Key Points
- E. Ohman J:or Asset Management raised its holdings in Ball Corporation by 6,582.4% during the quarter, bringing its total stake to 454,400 shares valued at $25,460,032.
- Ball Corporation recently traded around $64.15, sitting below its 52-week high of $68.29 and ahead of its 50-day moving average of $60.75.
- Wall Street maintains a consensus buy rating on the packaging maker, with a mean price target of $71.54 ahead of earnings on November 3, 2026.
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E. Ohman J:or Asset Management significantly expanded its investment in Ball Corporation NYSE:BALL, adding 447,600 shares to own 454,400 shares total. Disclosed in a Form 13F filing with the SEC on October 22, 2026, the updated position carried a reported value of $25,460,032. The prior holding stood at 6,800 shares, marking a 6,582.4% increase for the fund.
BALL
Ball Corporation
What Changed in E. Ohman J:or Asset Management's Ball Position
The asset manager grew its stake in the packaging producer substantially during the period, moving from a tiny holding of 6,800 shares up to 454,400 shares. That aggressive addition raised the total value of the position to over $25.4 million based on the filing numbers.
Other Institutional Activity in Ball Corporation
Other large funds also adjusted their positions in the container manufacturer recently. Boston Partners grew its holdings by 4,234,014 shares, ending with 8,779,385 shares worth about $577,859,118 after a 93.2% increase.
Ball Corporation Stock Holds Steady
Ball shares recently traded around $64.15, down about 2.5% since closing at $65.82 on the filing date of October 22, 2026. The stock sits roughly 6.1% below its 52-week high of $68.29 and about 43.1% above its 52-week low of $44.83. It trades above both its 50-day moving average of $60.75 and its 200-day moving average of $60.56.
Recent Earnings
The company reported trailing twelve-month revenue of $14.33 billion alongside earnings of $3.51 per share. Year-over-year revenue growth reached 19.7%, while the net profit margin landed at 6.6%. The business recorded a return on equity of 17.2%. The next earnings report is scheduled for November 3, 2026.
Earnings drift grade
Outlook vs expectations on the last report — not price action.
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Forward outlook
2 analysts raised price targets.
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EPS & revenue
EPS beat estimates by 8.8%. Revenue beat estimates by 5.1%.
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Profit surprise
EBITDA met by 0 percent. Operating income missed by 8 percent.
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Pre-earnings setup
Bar was high, analysts already very bullish.
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Analyst signal
2 target raises.
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Earnings quality
Gross margin up 3.2 points. Operating margin down 1.8 points. Positive free cash flow.
Earnings Call Summary
Ball delivered a strong first quarter with 3.6 billion dollars in revenue, beating consensus by 175 million dollars, and earnings per share of 94 cents, beating expectations by 9 cents. Global beverage can volumes grew about 1 percent, and the company achieved 10 percent operating earnings growth by executing on cost discipline and passing aluminum costs through to customers. Management highlighted that the aluminum can is winning share in all regions and stressed the importance of profit per can as a key metric going forward.
Guidance Ball expects to deliver 10 percent or higher comparable earnings per share growth for the full year 2026. The company guides for greater than 900 million dollars in free cash flow and plans to return 800 million dollars to shareholders through dividends and buybacks. In North America, volumes should grow at the low end of the 1 to 3 percent range. EMEA volumes are expected to grow above 3 to 5 percent due to the Benepack acquisition. South America should see 4 to 6 percent growth.
Solid report. Results were generally better than expected, but the forward outlook did not materially change.
Dividend
Ball pays an annual dividend of $0.80 per share, which translates to a dividend yield of 1.25%. The payout ratio sits at 22.8%.
Insider Buying and Selling at Ball Corporation
Company insiders engaged in several transactions earlier in the year. On March 2, 2026, officer Kathleen Pitre sold 10,660 shares at an average price of $66.63 for a total value of $710,320. Shortly after, on March 4, 2026, officer Fauze Villatoro bought 1,551 shares at $64.51 per share worth $100,057. Later on August 11, 2026, officer Deron Goodwin disposed of 8,809 shares valued at $555,206. Finally, on August 25, 2026, officer Mandy Glew sold 5,626 shares at $63.80 per share for a total of $358,933.
Analysts Set New Price Targets
Wall Street research firms have adjusted their views on the stock across recent months. On August 5, 2026, UBS maintained a neutral rating and set a $66.00 price target. JP Morgan upgraded the stock to an overweight rating on September 18, 2026, keeping its target at $65.00. UBS later maintained its neutral rating on October 5, 2026, lowering its target to $63.00. RBC Capital maintained an outperform rating on October 13, 2026, moving its target from $77.00 down to $73.00. Wells Fargo kept an overweight rating on October 19, 2026, with a target of $70.00. The stock carries a consensus buy rating across 13 analyst opinions, with a mean price target of $71.54.
About Ball Corporation
Based in Westminster, Colorado, Ball Corporation produces aluminum packaging items for beverage, personal care, and household items across the United States, Brazil, and international markets. The company manufactures aluminum beverage containers for carbonated soft drinks, beers, and energy drinks, alongside extruded aerosol containers, recloseable bottles, and aluminum cups.
Bottom Line
Investors will look toward the upcoming earnings release on November 3, 2026, for fresh details on operational performance and profit margins. Watch for subsequent institutional filings to see if large asset managers maintain their interest in the packaging sector.
Related Filing Alerts
Source: E. Ohman J:or Asset Management's 13F filing on $BALL (Oct 22, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Written by software, not financial advice. How we make alerts