Research Analysts Offer Predictions for PKG FY2026 Earnings

Packaging Corporation of America (NYSE:PKG) – Equities research analysts at Seaport Res Ptn decreased their FY2026 earnings estimates for shares of Packaging Corporation of America in a research note issued on Monday, November 17th. Seaport Res Ptn analyst M. Weintraub now forecasts that the industrial products company will post earnings of $12.10 per share for the year, down from their previous estimate of $12.50. The consensus estimate for Packaging Corporation of America’s current full-year earnings is $10.44 per share.

Packaging Corporation of America (NYSE:PKG) last posted its quarterly earnings data on Wednesday, October 22nd. The industrial products company reported $2.73 EPS for the quarter, missing the consensus estimate of $2.83 by ($0.10). Packaging Corporation of America had a return on equity of 19.98% and a net margin of 10.18%.The company had revenue of $2.31 billion for the quarter, compared to analyst estimates of $2.29 billion. During the same quarter in the previous year, the firm posted $2.65 earnings per share. The company’s quarterly revenue was up 6.0% on a year-over-year basis. Packaging Corporation of America has set its Q4 2025 guidance at 2.400-2.400 EPS.

Several other brokerages also recently weighed in on PKG. JPMorgan Chase & Co. began coverage on shares of Packaging Corporation of America in a report on Wednesday, September 24th. They issued an “overweight” rating and a $242.00 price target on the stock. Citigroup boosted their target price on shares of Packaging Corporation of America from $214.00 to $218.00 and gave the company a “neutral” rating in a research report on Monday, October 6th. Truist Financial lifted their price objective on Packaging Corporation of America from $262.00 to $264.00 and gave the company a “buy” rating in a research note on Monday, October 13th. Zacks Research downgraded Packaging Corporation of America from a “strong-buy” rating to a “hold” rating in a research note on Monday, October 27th. Finally, Wells Fargo & Company raised their target price on Packaging Corporation of America from $200.00 to $222.00 and gave the stock an “equal weight” rating in a report on Tuesday, October 7th. One equities research analyst has rated the stock with a Strong Buy rating, three have given a Buy rating and five have issued a Hold rating to the stock. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $230.17.

Packaging Corporation of America Stock Down 0.1%

Shares of PKG stock opened at $196.45 on Tuesday. Packaging Corporation of America has a fifty-two week low of $172.71 and a fifty-two week high of $250.82. The firm has a market capitalization of $17.68 billion, a PE ratio of 19.86, a P/E/G ratio of 1.44 and a beta of 0.92. The company has a debt-to-equity ratio of 0.54, a quick ratio of 2.32 and a current ratio of 3.54. The stock’s 50-day simple moving average is $207.52 and its 200-day simple moving average is $201.26.

Institutional Trading of Packaging Corporation of America

A number of institutional investors and hedge funds have recently made changes to their positions in PKG. Vanguard Group Inc. lifted its position in shares of Packaging Corporation of America by 1.6% during the 2nd quarter. Vanguard Group Inc. now owns 11,204,307 shares of the industrial products company’s stock valued at $2,111,452,000 after buying an additional 176,811 shares in the last quarter. State Street Corp raised its position in Packaging Corporation of America by 0.8% during the third quarter. State Street Corp now owns 4,130,877 shares of the industrial products company’s stock worth $905,383,000 after acquiring an additional 33,624 shares during the period. Charles Schwab Investment Management Inc. lifted its holdings in Packaging Corporation of America by 2.4% during the second quarter. Charles Schwab Investment Management Inc. now owns 3,351,323 shares of the industrial products company’s stock valued at $631,557,000 after purchasing an additional 78,619 shares in the last quarter. JPMorgan Chase & Co. grew its position in shares of Packaging Corporation of America by 13.7% in the third quarter. JPMorgan Chase & Co. now owns 3,085,196 shares of the industrial products company’s stock valued at $672,357,000 after purchasing an additional 370,573 shares during the period. Finally, Price T Rowe Associates Inc. MD increased its stake in shares of Packaging Corporation of America by 108.4% during the first quarter. Price T Rowe Associates Inc. MD now owns 2,363,617 shares of the industrial products company’s stock worth $468,045,000 after purchasing an additional 1,229,219 shares in the last quarter. 89.78% of the stock is currently owned by hedge funds and other institutional investors.

Insider Buying and Selling at Packaging Corporation of America

In related news, CEO Mark W. Kowlzan sold 25,000 shares of the company’s stock in a transaction dated Thursday, September 11th. The stock was sold at an average price of $215.97, for a total value of $5,399,250.00. Following the completion of the transaction, the chief executive officer owned 437,378 shares of the company’s stock, valued at approximately $94,460,526.66. This represents a 5.41% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. 1.50% of the stock is currently owned by corporate insiders.

About Packaging Corporation of America

Packaging Corporation of America engages in the production of container products. It operates through the following segments: Packaging, Paper, and Corporate and Other. The Packaging segment offers a variety of corrugated packaging products, such as conventional shipping containers. The Paper segment manufactures and sells a range of papers, including communication-based papers, and pressure sensitive papers.