Tredegar (NYSE:TG) Issues Earnings Results

Tredegar (NYSE:TG) posted its quarterly earnings data on Friday. The basic materials company reported $0.15 EPS for the quarter, FiscalAI reports. Tredegar had a net margin of 4.62% and a return on equity of 12.74%. The firm had revenue of $186.49 million during the quarter.

Here are the key takeaways from Tredegar’s conference call:

• Management said 2025 EBITDA and cash flow improved, with consolidated EBITDA rising to $58.5 million from $50.5 million, driven mainly by stronger Bonnell results despite ongoing market headwinds.
• The company highlighted a strong balance sheet, saying net debt has fallen significantly since the Terphane sale and first-quarter net leverage was below 1x, with management citing ample liquidity to handle seasonal working capital needs.
• Tredegar’s new leadership outlined a three-year transformation plan focused first on stabilization, then optimization, and finally sustained growth, with an emphasis on simplifying operations, shared services, and better capital allocation.
• Bonnell reported Q1 EBITDA of $11.7 million, up about 27% year over year despite a 7% drop in volume, helped by pricing gains, yield improvements, and productivity discipline.
• Management signaled that a dividend reinstatement is possible in 2027, but said it will depend on sustaining cash generation, completing needed capital spending, and progress on Bonnell press upgrades and ERP implementation.

Tredegar Stock Up 1.4%

Shares of NYSE:TG traded up $0.14 during trading on Friday, reaching $10.34. 241,709 shares of the company traded hands, compared to its average volume of 165,537. The firm has a fifty day simple moving average of $8.62 and a 200 day simple moving average of $8.16. The firm has a market cap of $359.42 million, a P/E ratio of 10.77 and a beta of 0.82. Tredegar has a 1-year low of $6.25 and a 1-year high of $10.53.

Insider Buying and Selling at Tredegar

In other Tredegar news, major shareholder James T. Gottwald sold 28,787 shares of Tredegar stock in a transaction on Wednesday, February 25th. The shares were sold at an average price of $8.99, for a total transaction of $258,795.13. Following the completion of the sale, the insider owned 541,446 shares of the company’s stock, valued at $4,867,599.54. This trade represents a 5.05% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at this hyperlink. Also, major shareholder William M. Gottwald sold 4,815 shares of Tredegar stock in a transaction on Friday, February 27th. The shares were sold at an average price of $9.02, for a total transaction of $43,431.30. Following the sale, the insider directly owned 524,623 shares of the company’s stock, valued at $4,732,099.46. This trade represents a 0.91% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 205,034 shares of company stock valued at $1,846,253 in the last quarter. Company insiders own 2.50% of the company’s stock.

Institutional Investors Weigh In On Tredegar

Institutional investors and hedge funds have recently modified their holdings of the business. Russell Investments Group Ltd. lifted its stake in shares of Tredegar by 531.0% in the 3rd quarter. Russell Investments Group Ltd. now owns 3,376 shares of the basic materials company’s stock valued at $27,000 after purchasing an additional 2,841 shares during the last quarter. Torren Management LLC acquired a new stake in shares of Tredegar in the 4th quarter valued at $32,000. BNP Paribas Financial Markets lifted its stake in shares of Tredegar by 53.2% in the 3rd quarter. BNP Paribas Financial Markets now owns 5,273 shares of the basic materials company’s stock valued at $42,000 after purchasing an additional 1,830 shares during the last quarter. Tower Research Capital LLC TRC lifted its stake in shares of Tredegar by 225.3% in the 2nd quarter. Tower Research Capital LLC TRC now owns 6,889 shares of the basic materials company’s stock valued at $61,000 after purchasing an additional 4,771 shares during the last quarter. Finally, Heron Bay Capital Management acquired a new stake in shares of Tredegar in the 4th quarter valued at $76,000. Institutional investors and hedge funds own 79.24% of the company’s stock.

Analysts Set New Price Targets

Separately, Weiss Ratings reissued a “sell (d-)” rating on shares of Tredegar in a research note on Monday, April 20th. One analyst has rated the stock with a Sell rating, Based on data from MarketBeat.com, the stock has a consensus rating of “Sell”.

Tredegar Company Profile

Tredegar Corporation is a diversified manufacturer specializing in high-performance plastic films and aluminum extrusions. Headquartered in Richmond, Virginia, the company operates through two primary segments—Films and Manufactured Products—serving a broad range of industries that include flexible packaging, medical devices, electronics, building and construction. Tredegar’s operations focus on delivering tailored solutions that meet demanding specifications for barrier properties, film strength and extrusion tolerances.

The Films segment produces a variety of polyolefin films, including cast and blown polyethylene, BOPP (biaxially oriented polypropylene), barrier films and specialty medical-grade films.