aluminum foil on the grill

Key Points

  • Reynolds Consumer Products insiders are buying the stock and signal potential for a market bottom.
  • Analysts’ trends align with the bottom, suggesting the rebound can extend itself to new highs before the year’s end. 
  • The stock presents value and yield in Q3; capital returns are reliable and will likely grow over time.

Insider buying is always good to see. It shows confidence among executives and board members, and, when the activity is rising, accelerating, and setting records, as it is with Reynolds Consumer Products (NASDAQ: REYN), it can signal a significant change in market dynamics. The data reported by InsiderTrades reveals insiders have been buying this stock since the start of the year.

Activity began to pick up in May, accelerated in June, and hit record levels in August. While purchases have been made by numerous insiders, including directors and the CAO, the bulk of the buying was by one man, Director Duncan Hawksby. His purchases topped $1.6 million and reflect significant confidence in the value and long-term outlook. 

REYN stock chart

And it’s not just the insiders buying this consumer staples stock. Analysts are also urging their clients to buy. The analyst activity is robust, revealing increasing coverage and firming sentiment as the market bottomed. 

The nine analysts tracked by InsiderTrades rate this stock as a Hold, but there is a bullish bias, with approximately 35% of the ratings a Buy and 0% a Sell. The recent uptick in coverage included many of the Buy ratings, and the price target is robust.



While the consensus price target is down compared to last year, the decline is marginal, and sentiment has held relatively steady in recent months, forecasting a 28% upside as of late August. 

The institutional trends are bullish, but there is a caveat. While buying has been elevated and accelerating sequentially in 2025, sellers are pressuring the market in Q3. The selling began to outpace buying in Q2 and then ramped to record levels in the first half of Q3.

With this in play, the market can put in a bottom but struggle to complete its reversal. That may not happen until the institutional trend reverts to them buying on balance, but they are not an insurmountable force, owning less than 30% of the total market. 

Tariff Headwinds Impact Reynolds Consumer Products Margin Outlook

Reynolds Consumer Products has considerable tariff exposure due to its reliance on global supply chains and its core product, which is made from aluminum. The company has reported as much as a $200 million annualized impact in 2025, but has so far been able to sustain strong margins.

Not only does the brand have pricing power, but the company’s domestic footprint, including 27 manufacturing facilities, allows it opportunities to shift supply chains and manage costs. 

The analysts forecast Reynold’s revenue and earnings per share to decline by approximately 1% and 5% respectively, for Q3 and the year. The critical takeaways are that the bar is set low due to forecast reductions, outperformance is likely, and the capital return is safe.

The capital return is significant, with the dividend yielding about 4% annually in late August and the share count steady. 

Reynolds’ balance sheet is healthy, raising no red flags for investors. At the end of Q2, the highlights include reduced cash offset by increased inventory, steady assets and equity.

The leverage is also very low, with long-term debt of less than one times equity and total liabilities of only 1.3x the equity. 

The Technical Outlook: Reynolds’ Market Is at Bottom and Poised for a Reversal

Reynolds Consumer Products’ price action reflects a bottom. The rebound, which began in mid-June, aligns with improving analyst sentiment and insider buying and has the market set up for a reversal. The late August action put the price above the critical moving averages, setting it up to break above a resistance target and hit a multi-month high.

The resistance target is near $24.50; the risk is that it will cap gains for the remainder of calendar Q3. The stock could pull back to test for support and will likely find it in the mid to low-$22 range. 

Companies in This Article:

Company Current Price Price Change Dividend Yield P/E Ratio Consensus Rating Consensus Price Target
Reynolds Consumer Products (REYN) $23.02 -1.0% 4.00% 15.45 Hold $28.00
Thomas Hughes

Experience

Thomas Hughes has been a contributing writer for InsiderTrades.com since 2019.

  • Professional Background: Thomas Hughes is the Managing Partner of Passive Market Intelligence LLC, a market research platform he launched in 2023 with the mission: “We watch the market so you don’t have to.” He has worked as a blogger, stock market commentator, and independent analyst since 2010 and has been actively involved in trading and investing since 2005.
  • Credentials: He holds an Associate of Arts in Culinary Technology—training that honed his discipline, attention to detail, and ability to anticipate outcomes, all of which carry over into his work as a market analyst.
  • Finance Experience: Thomas has been writing about finance and investing since 2011, when he discovered it could be more than a personal passion—it could be a profession. He’s been a contributing writer for InsiderTrades.com since 2019.
  • Writing Focus: He specializes in the S&P 500, small-cap stocks, dividend and high-yield strategies, consumer staples, retail, technology, oil, and cryptocurrencies. His analysis blends chart-based technical setups with key fundamental insights, helping readers identify actionable trends.
  • Investment Approach: Thomas takes a hybrid approach that combines technical analysis with deep fundamental research. He often writes about macroeconomic shifts, earnings trends, and sentiment-based trading signals.
  • Inspiration: Thomas first became interested in stocks after attending a seminar on how to buy and sell your own shares. That event opened his eyes to the market’s potential and sparked a lifelong interest in investing.
  • Fun Fact: Thomas took up model railroading by accident a few years ago—and now he can’t stop running the rails.
  • Areas of Expertise: Technical and fundamental analysis, S&P 500, retail and consumer sectors, dividends, market trends

Education

Associate of Arts in Culinary Technology



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