InsidersTradesSigma
Track the Clearwater Paper Corp stock price and the full management transaction log of the company, a listed issuer based in United States. Shares are quoted on the US market, under the supervision of SEC (Form 4). Operating in the Chemicals & Materials sector, Clearwater Paper Corp has logged 116 public disclosures. Market capitalisation: €354m. The latest transaction was disclosed on 18 August 2026 (Retenue fiscale). Among the most active insiders: Gadd Michael S. The full history is accessible without an account.
116
Insider Decl.
n/a
Thresholds
€25,199
1 ops.
Buy Volume
€1m
8 ops.
Sell Volume
Analyst consensus: bullish or bearish?
Analysts rate Clearwater Paper Corp Hold (neutral), based on 4 analysts. Average price target: US$21.25.
33Σ signal
This score ranks the purchase within its own market. No market currently meets the historical allocation criteria, so signals remain watch-only. Not investment advice.
Fundamental score
Ranked 27,030 of 29,064 companies
18.4
score / 100
Value22
Quality15
FCF yld-23%
Earn yld-5.5%
EV/EBITDA14.2x
ROE-10%
Gross mgn7.4%
Net mgn-1.2%
Debt/EBITDA7.3x
Pillars2/3
Transparent value + quality ranking, distinct from the insider signal.
Sigma AI Analysis
Fundamental view, insider signal, bull and bear case, synthesis.
AI analysis generation is paused.
Last declaration on 18 August 2026
Declarations116 total
4,634 shares@ US$21.42Common StockSEC:0001773142-26-000009:0
226 shares@ US$15.680.0013% mcap100.0% of flowCommon StockSEC:0002074750-26-000011:0
381 shares@ US$13.11100.0% of flowCommon StockSEC:0002103881-26-000009:0
623 shares@ US$13.11100.0% of flowCommon StockSEC:0002103766-26-000007:0
355 shares@ US$13.1156.5% of flowCommon StockSEC:0002074750-26-000008:0
390 shares@ US$13.1149.3% of flowCommon StockSEC:0002049395-26-000006:0
569 shares@ US$13.1136.4% of flowCommon StockSEC:0001773142-26-000006:0
540 shares@ US$13.111.7% of flowCommon StockSEC:0001754874-26-000005:0
5,388 shares@ US$13.114.1% of flowCommon StockSEC:0001725657-26-000005:0
159 shares@ US$13.111.6% of flowCommon StockSEC:0001504337-26-000006:0
9,994 shares0Common StockSEC:0002103881-26-000006:0
10,708 shares0Common StockSEC:0002103766-26-000005:0
11,422 shares0Common StockSEC:0002074750-26-000005:0
10,422 shares0Common StockSEC:0002049395-26-000003:0
15,220 shares0Common StockSEC:0001773142-26-000003:0
13,278 shares0Common StockSEC:0001754874-26-000003:0
83,623 shares0Common StockSEC:0001725657-26-000003:0
4,338 shares0Common StockSEC:0001504337-26-000003:0
81 shares@ US$20.3316.5% of flowCommon StockSEC:0002074750-26-000002:0
8,889 shares@ US$18.1427.3% of flowCommon StockSEC:0001754874-25-000004:0
2,310 shares0Common StockSEC:0002008545-25-000043:0
179 shares@ US$28.51100.0% of flowCommon StockSEC:0002008545-25-000041:0
446 shares@ US$23.950.7% of flowCommon StockSEC:0002008545-25-000040:0
512 shares@ US$23.95100.0% of flowCommon StockSEC:0002008545-25-000038:0
123 shares@ US$23.952.5% of flowCommon StockSEC:0002008545-25-000035:0
25 of 116 declarations
关于 Clearwater Paper Corp
Clearwater Paper Corp. (NYSE: CLW) 是一家在美国纽约证券交易所上市的公司，专注于纸基包装材料。公司总部位于美国华盛顿州斯波坎，主要行政办公室也设在那里。Clearwater Paper 历史悠久，植根于更广泛的纸浆和造纸行业，在 2024 年 11 月 1 日完成消费品（纸巾）业务剥离后，其战略重点日益集中于纸板。该交易极大地简化了集团的业务概况，并巩固了其作为更专业化包装材料供应商的定位。([sec.gov](https://www.sec.gov/Archives/edgar/data/1441236/000144123626000020/a2025clearwaterpaperars.pdf)) 如今，Clearwater Paper 的核心业务是生产和销售固态漂白硫酸盐 (SBS) 纸板。SBS 是一种优质纸板，主要用于折叠纸盒、餐饮包装、液体包装、杯盘以及某些商业印刷应用。公司将自己定位为北美加工商提供高质量、可持续包装解决方案的供应商，并提供定制的切片和分切服务。根据其 2025 年年度报告，Clearwater Paper 认为自己是北美五大纸板生产商之一，2025 年约占可用生产能力的 11%。其制造基地集中在美国大陆，特别是佐治亚州奥古斯塔和爱达荷州刘易斯顿。([sec.gov](https://www.sec.gov/Archives/edgar/data/1441236/000144123626000020/a2025clearwaterpaperars.pdf)) 从竞争角度来看，Clearwater Paper 在一个周期性行业中运营，其定价和销量受供需状况、原材料成本和终端市场消费趋势的严重影响。公司与 Smurfit Westrock、Georgia-Pacific、Graphic Packaging 和 Sappi 等规模更大的公司竞争。其差异化并非基于规模领先，而是作为一家独立的、非一体化供应商，提供以客户为中心价值主张。管理层强调产品质量、客户服务和定价纪律，而公司的高端 SBS 产品尤其适用于药品、化妆品和其他高端零售商品等更高端的折叠纸盒用途。([sec.gov](https://www.sec.gov/Archives/edgar/data/1441236/000144123626000020/a2025clearwaterpaperars.pdf)) 最近的发展具有重要的战略意义。Clearwater Paper 于 2024 年 5 月完成了对佐治亚州奥古斯塔一家纸板制造工厂及相关业务的收购，此举旨在加强其纸板平台。随后，它于 2024 年 11 月 1 日完成了将其纸巾业务出售给 Sofidel America Corp. 的交易，使管理层能够将资源集中于纸板业务。在其 2026 年 2 月发布的涵盖 2025 年全年业绩的财报中，公司报告净销售额约为 1.6 billion 美元，调整后 EBITDA 有所改善，并实现了显著的成本削减，同时指出纸板市场仍供过于求。公司还强调了奥古斯塔正在进行的整合工作、计划中的维护停产以及与奥古斯塔工厂相关的诉讼/风险考量。([ir.clearwaterpaper.com](https://ir.clearwaterpaper.com/investors/press-releases/news-details/2026/Clearwater-Paper-Reports-Fourth-Quarter-and-Year-End-2025-Results/default.aspx))
