London, February 16, 2026, 15:15 GMT — Regular session
- Mondi shares fell about 3.8% to 918.4 pence in mid-afternoon London trade
- Investors are positioning ahead of Mondi’s full-year 2025 results on Feb. 19
- UK equities held firmer overall, with traders watching a heavy UK data week
Mondi plc shares fell on Monday, bucking a steadier broader market, with investors trimming exposure ahead of the packaging and paper maker’s results later this week. The stock was down about 3.8% at 918.4 pence by 1454 GMT. (Mondi Group)
The timing matters. Mondi is due to publish full-year 2025 results on Thursday, Feb. 19, and the run-up tends to pull in short-term flows as investors adjust for guidance risk. (Mondi Group)
Elsewhere in London, stocks edged higher, helped by a rebound in financials, while traders looked ahead to UK inflation and retail sales data due this week. Investors have been pricing in a 25-basis-point rate cut next month — a basis point is one-hundredth of a percentage point — as signs of strain build in the economy and labour market. (Reuters)
Across Europe, sentiment has been jumpy after weeks of volatility linked to worries over artificial intelligence reshaping business models. “Big sentiment swings will continue to be the order of the day,” Deutsche Bank analyst Jim Reid wrote in a note. (Reuters)
Mondi last closed at 954.6 pence on Friday, leaving it down roughly 36 pence from that level in Monday’s session. (Investing)
The company sits in a corner of the market where investors can be quick to react to small changes in demand signals. Packaging volumes tend to track consumer goods and industrial activity, while margins can move with paper grades pricing and costs such as energy and chemicals.
In the results, traders will look for any shift in management’s language on order intake and pricing discipline, and whether cost actions are offsetting weaker volumes. Cash generation and any signals on shareholder returns are likely to get extra airtime given the stock’s sensitivity to guidance.
But the near-term setup cuts both ways. A cautious outlook — or signs that pricing is slipping faster than costs — could keep pressure on the shares, especially if investors decide the earnings bridge into 2026 is getting harder to read.
Next up is Mondi’s Feb. 19 full-year results and the company’s outlook comments for 2026, with UK inflation data also on the radar in the days around it.
