Insider Trading February 20, 2026

Crown Holdings Executive Sells $1.52M in Stock Amid Mixed Analyst Views

Crown Holdings EVP Gerard Gifford offloads 13,373 shares as analysts weigh growth trajectory after a modest earnings beat

By Derek Hwang CCK
Crown Holdings Executive Sells $1.52M in Stock Amid Mixed Analyst Views
CCK

Gerard H. Gifford, Executive Vice President and Chief Administrative Officer of Crown Holdings (CCK), sold 13,373 shares on Feb. 20, 2026, for $113.975 apiece, totaling $1,524,187. The transaction leaves Gifford with 106,310 shares directly and 5,859 indirectly via a 401(k). The move comes after Crown's Q4 2025 adjusted EPS of $1.74 beat the $1.70 consensus, while analysts offered differing views on the stock's outlook.

Key Points

  • Crown Holdings EVP Gerard H. Gifford sold 13,373 shares on Feb. 20, 2026, totaling $1,524,187 and now holds 106,310 shares directly plus 5,859 indirectly via a 401(k).
  • Crown reported adjusted Q4 2025 EPS of $1.74, beating the $1.70 forecast, yet shares fell in premarket trading amid investor concerns about future growth.
  • Analyst sentiment is mixed: RBC raised its price target to $140 (Outperform), while UBS, Wolfe Research, and JPMorgan have downgraded or adjusted ratings and targets based on growth and valuation considerations.

Gerard H. Gifford, Executive Vice President and Chief Administrative Officer at Crown Holdings (NASDAQ: CCK), completed a sale of 13,373 shares of common stock on February 20, 2026. The shares traded at $113.975 each, producing a total transaction value of $1,524,187.

Following the disposition, Gifford retains direct ownership of 106,310 Crown Holdings shares. In addition to his direct holdings, Gifford indirectly holds 5,859 shares through a company 401(k) plan.


The insider sale occurred against the backdrop of Crown's fourth-quarter 2025 financial results, which showed adjusted earnings per share of $1.74. That figure exceeded the forecasted $1.70, representing a modest beat versus expectations. Despite the upside on EPS, the company’s stock moved lower in premarket trading, reflecting investor concerns about the company’s forward growth trajectory.

Analyst reactions to Crown’s recent performance have been mixed, with several major firms adjusting ratings and price targets in the days following the earnings release.

  • RBC Capital raised its price target on Crown Holdings to $140 and kept an Outperform rating, citing the company’s consistent performance and strong execution over the last eight quarters.
  • UBS downgraded the stock from Buy to Neutral, setting a price target of $126 and pointing to a period of more moderate earnings growth.
  • Wolfe Research moved its recommendation from Outperform to Peerperform, indicating a more balanced risk/reward profile after recent rallies in the stock.
  • JPMorgan lowered its recommendation from Overweight to Neutral while modestly raising its price target to $115, citing valuation pressures following a substantial run-up in the share price.

Company-level operational items cited in analyst commentary include solid volume growth and meaningful deleveraging progress. Crown Holdings is expected to reach a net leverage ratio of approximately 2.5x by 2025, a metric investors are monitoring as part of the company’s financial trajectory.

Taken together, the insider sale, the quarterly results that narrowly beat estimates, and the varied analyst responses create a mixed signal for market participants evaluating Crown Holdings’ near-term prospects. Investors continue to watch execution on volume growth and the stated deleveraging path as they assess the stock’s valuation and growth outlook.

Risks

  • Moderation in earnings growth - UBS cited a period of more moderate earnings growth as a rationale for downgrading the stock, indicating risk to upside momentum in the company’s operating performance. (Impacted sectors: Industrials, Packaging)
  • Valuation pressure after recent rallies - JPMorgan flagged valuation concerns following a significant share-price increase, suggesting potential downside if expectations are not met. (Impacted sectors: Equities, Institutional investors)
  • Execution on deleveraging and volume growth - Investors are watching Crown’s stated path to about 2.5x net leverage by 2025 and its volume growth; failure to sustain these trends could create uncertainty for credit and valuation metrics. (Impacted sectors: Credit markets, Packaging)

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