Research Analysts Offer Predictions for PKG Q4 Earnings

Packaging Co. of America (NYSE:PKG) – Research analysts at Zacks Research cut their Q4 2025 earnings per share estimates for Packaging Co. of America in a research note issued on Tuesday, January 21st. Zacks Research analyst R. Department now anticipates that the industrial products company will post earnings per share of $2.97 for the quarter, down from their previous estimate of $3.00. The consensus estimate for Packaging Co. of America’s current full-year earnings is $9.08 per share. Zacks Research also issued estimates for Packaging Co. of America’s Q2 2026 earnings at $3.04 EPS and Q4 2026 earnings at $3.07 EPS.

Several other analysts have also issued reports on PKG. Jefferies Financial Group upgraded shares of Packaging Co. of America from a “hold” rating to a “buy” rating and lifted their target price for the company from $215.00 to $280.00 in a research report on Wednesday, December 18th. Wells Fargo & Company lifted their price objective on Packaging Co. of America from $235.00 to $253.00 and gave the stock an “overweight” rating in a report on Thursday, October 24th. Truist Financial increased their target price on Packaging Co. of America from $252.00 to $282.00 and gave the company a “buy” rating in a report on Monday, January 6th. Citigroup lifted their price target on Packaging Co. of America from $232.00 to $235.00 and gave the stock a “neutral” rating in a research note on Monday, January 6th. Finally, StockNews.com raised Packaging Co. of America from a “hold” rating to a “buy” rating in a research note on Tuesday, December 24th. Three investment analysts have rated the stock with a hold rating and five have assigned a buy rating to the company’s stock. Based on data from MarketBeat, Packaging Co. of America has a consensus rating of “Moderate Buy” and a consensus price target of $238.67.

Packaging Co. of America Price Performance

Packaging Co. of America stock opened at $240.08 on Friday. The stock has a market capitalization of $21.56 billion, a P/E ratio of 27.98, a P/E/G ratio of 2.36 and a beta of 0.79. The company’s fifty day moving average price is $235.85 and its 200 day moving average price is $219.03. The company has a debt-to-equity ratio of 0.58, a quick ratio of 1.98 and a current ratio of 2.95. Packaging Co. of America has a 1 year low of $159.57 and a 1 year high of $250.82.

Institutional Trading of Packaging Co. of America

Large investors have recently made changes to their positions in the company. SYM FINANCIAL Corp lifted its stake in Packaging Co. of America by 3.1% during the fourth quarter. SYM FINANCIAL Corp now owns 1,405 shares of the industrial products company’s stock worth $316,000 after purchasing an additional 42 shares during the last quarter. UMB Bank n.a. raised its holdings in Packaging Co. of America by 3.9% during the fourth quarter. UMB Bank n.a. now owns 1,165 shares of the industrial products company’s stock worth $262,000 after purchasing an additional 44 shares in the last quarter. Deseret Mutual Benefit Administrators lifted its position in shares of Packaging Co. of America by 15.2% during the 3rd quarter. Deseret Mutual Benefit Administrators now owns 371 shares of the industrial products company’s stock worth $80,000 after buying an additional 49 shares during the last quarter. AlphaMark Advisors LLC boosted its holdings in shares of Packaging Co. of America by 3.9% in the 4th quarter. AlphaMark Advisors LLC now owns 1,384 shares of the industrial products company’s stock valued at $312,000 after buying an additional 52 shares in the last quarter. Finally, Atomi Financial Group Inc. grew its position in shares of Packaging Co. of America by 3.3% in the 4th quarter. Atomi Financial Group Inc. now owns 1,643 shares of the industrial products company’s stock valued at $370,000 after buying an additional 52 shares during the last quarter. 89.78% of the stock is currently owned by hedge funds and other institutional investors.

Insider Activity at Packaging Co. of America

In other Packaging Co. of America news, Director Paul T. Stecko sold 10,500 shares of the company’s stock in a transaction dated Thursday, November 21st. The stock was sold at an average price of $244.91, for a total transaction of $2,571,555.00. Following the sale, the director now owns 8,881 shares in the company, valued at $2,175,045.71. This represents a 54.18 % decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, SVP Donald R. Shirley sold 8,000 shares of Packaging Co. of America stock in a transaction dated Tuesday, November 12th. The shares were sold at an average price of $240.20, for a total value of $1,921,600.00. Following the completion of the transaction, the senior vice president now owns 15,725 shares of the company’s stock, valued at $3,777,145. The trade was a 33.72 % decrease in their position. The disclosure for this sale can be found here. Insiders sold 33,300 shares of company stock worth $8,064,152 in the last three months. 1.60% of the stock is owned by company insiders.

Packaging Co. of America Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Wednesday, January 15th. Stockholders of record on Friday, December 20th were given a dividend of $1.25 per share. The ex-dividend date of this dividend was Friday, December 20th. This represents a $5.00 annualized dividend and a dividend yield of 2.08%. Packaging Co. of America’s dividend payout ratio is currently 58.28%.

Packaging Co. of America Company Profile

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.