03:05 PM EST, 11/13/2025 (MT Newswires) -- CFRA, an independent research provider, has provided MT Newswires with the following research alert. Analysts at CFRA have summarized their opinion as follows:
Clayton Dubilier & Rice is reportedly in preliminary discussions to acquire Sealed Air Corporation ( SEE ), though both parties have declined to comment on the early-stage talks with no definitive agreement. SEE has reshaped its portfolio, completing the $1.15 billion Liquibox acquisition in 2023 to strengthen its Food segment, while divesting Diversey Care to Bain Capital for $3.2 billion in 2017. Reports suggest CD&R may consider splitting SEE's Food and Protective segments to unlock value, aligning with this optimization history and potentially maximizing each business's distinct value given different end-market exposures. We downgrade to Sell as today's price appreciation stretches valuation past what we view as reasonable, while maintaining our $38 12-month target based on an EV/EBITDA of 7.8x our 2026 EBITDA estimate. We keep our 2025-2027 EPS estimates unchanged at $3.42, $3.51, and $3.77, respectively, given the speculative nature of these reports and our view that SEE's operational performance remains mixed.