Q1 2026 EPS Estimates for Packaging Co. of America (NYSE:PKG) Increased by Analyst

Packaging Co. of America (NYSE:PKG) – Equities research analysts at Zacks Research upped their Q1 2026 earnings per share estimates for shares of Packaging Co. of America in a research report issued to clients and investors on Monday, May 6th. Zacks Research analyst S. Deb now anticipates that the industrial products company will post earnings of $2.37 per share for the quarter, up from their previous forecast of $2.33. The consensus estimate for Packaging Co. of America’s current full-year earnings is $8.21 per share.

Packaging Co. of America (NYSE:PKG) last announced its quarterly earnings data on Tuesday, April 23rd. The industrial products company reported $1.72 earnings per share for the quarter, beating analysts’ consensus estimates of $1.63 by $0.09. The firm had revenue of $1.98 billion during the quarter, compared to analysts’ expectations of $1.91 billion. Packaging Co. of America had a net margin of 9.25% and a return on equity of 18.94%. The business’s quarterly revenue was up .2% compared to the same quarter last year. During the same quarter in the previous year, the business posted $2.20 earnings per share.

A number of other research analysts have also issued reports on the company. BNP Paribas lowered Packaging Co. of America from an “outperform” rating to a “neutral” rating and set a $182.00 target price for the company. in a report on Friday, April 12th. Bank of America raised Packaging Co. of America from a “neutral” rating to a “buy” rating and boosted their price objective for the stock from $172.00 to $202.00 in a research report on Monday, March 4th. Wells Fargo & Company raised shares of Packaging Co. of America from an “equal weight” rating to an “overweight” rating and raised their target price for the company from $187.00 to $191.00 in a report on Wednesday, April 24th. Seaport Res Ptn downgraded shares of Packaging Co. of America from a “buy” rating to a “neutral” rating in a research note on Monday, January 29th. Finally, StockNews.com downgraded shares of Packaging Co. of America from a “buy” rating to a “hold” rating in a research report on Friday, April 19th. Five equities research analysts have rated the stock with a hold rating and three have issued a buy rating to the company. According to data from MarketBeat.com, the company presently has a consensus rating of “Hold” and an average price target of $173.57.

Packaging Co. of America Stock Performance

NYSE:PKG opened at $180.38 on Thursday. Packaging Co. of America has a 52 week low of $122.20 and a 52 week high of $191.27. The company has a fifty day simple moving average of $182.43 and a two-hundred day simple moving average of $169.78. The company has a quick ratio of 1.77, a current ratio of 2.57 and a debt-to-equity ratio of 0.62. The company has a market cap of $16.19 billion, a price-to-earnings ratio of 22.55, a price-to-earnings-growth ratio of 4.29 and a beta of 0.80.

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently bought and sold shares of the business. Louisiana State Employees Retirement System purchased a new position in shares of Packaging Co. of America in the 4th quarter valued at about $880,000. International Assets Investment Management LLC increased its holdings in Packaging Co. of America by 19,323.7% in the fourth quarter. International Assets Investment Management LLC now owns 30,301 shares of the industrial products company’s stock valued at $4,936,000 after buying an additional 30,145 shares in the last quarter. AEGON ASSET MANAGEMENT UK Plc acquired a new stake in shares of Packaging Co. of America during the 4th quarter valued at approximately $16,338,000. Meiji Yasuda Asset Management Co Ltd. boosted its stake in shares of Packaging Co. of America by 60.4% during the 3rd quarter. Meiji Yasuda Asset Management Co Ltd. now owns 5,020 shares of the industrial products company’s stock worth $771,000 after acquiring an additional 1,890 shares in the last quarter. Finally, Allspring Global Investments Holdings LLC grew its holdings in shares of Packaging Co. of America by 90.2% in the 4th quarter. Allspring Global Investments Holdings LLC now owns 13,431 shares of the industrial products company’s stock worth $2,188,000 after acquiring an additional 6,368 shares during the period. Institutional investors and hedge funds own 89.78% of the company’s stock.

Insider Activity at Packaging Co. of America

In related news, CFO Robert P. Mundy sold 10,000 shares of the business’s stock in a transaction on Wednesday, March 6th. The shares were sold at an average price of $182.51, for a total value of $1,825,100.00. Following the completion of the sale, the chief financial officer now directly owns 46,454 shares of the company’s stock, valued at $8,478,319.54. The sale was disclosed in a filing with the SEC, which is available through this hyperlink. In other news, VP Thomas A. Hassfurther sold 13,850 shares of the firm’s stock in a transaction that occurred on Thursday, February 29th. The shares were sold at an average price of $181.06, for a total transaction of $2,507,681.00. Following the transaction, the vice president now directly owns 187,647 shares in the company, valued at $33,975,365.82. The sale was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, CFO Robert P. Mundy sold 10,000 shares of the stock in a transaction on Wednesday, March 6th. The stock was sold at an average price of $182.51, for a total transaction of $1,825,100.00. Following the sale, the chief financial officer now owns 46,454 shares of the company’s stock, valued at approximately $8,478,319.54. The disclosure for this sale can be found here. Insiders have sold 38,041 shares of company stock valued at $6,799,177 in the last ninety days. Insiders own 1.60% of the company’s stock.

Packaging Co. of America Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Monday, July 15th. Stockholders of record on Friday, June 14th will be issued a $1.25 dividend. This represents a $5.00 annualized dividend and a dividend yield of 2.77%. Packaging Co. of America’s payout ratio is 62.50%.

Packaging Co. of America Company Profile

Packaging Corporation of America manufactures and sells containerboard and corrugated packaging products in the United States. The company operates through three segments: Packaging, Paper, and Corporate and Other. The Packaging segment offers various containerboard and corrugated packaging products, such as conventional shipping containers used to protect and transport manufactured goods; multi-color boxes and displays that help to merchandise the packaged product in retail locations; and honeycomb protective packaging products, as well as packaging for meat, fresh fruit and vegetables, processed food, beverages, and other industrial and consumer products.