Research Analysts Set Expectations for PKG Q1 Earnings

Packaging Co. of America (NYSE:PKG) – Zacks Research upped their Q1 2025 earnings per share (EPS) estimates for Packaging Co. of America in a research report issued on Wednesday, November 20th. Zacks Research analyst R. Department now expects that the industrial products company will earn $2.06 per share for the quarter, up from their previous forecast of $2.05. The consensus estimate for Packaging Co. of America’s current full-year earnings is $9.07 per share. Zacks Research also issued estimates for Packaging Co. of America’s Q2 2025 earnings at $2.66 EPS, Q3 2025 earnings at $2.96 EPS, Q4 2025 earnings at $2.84 EPS, FY2025 earnings at $10.51 EPS, Q1 2026 earnings at $2.72 EPS, Q3 2026 earnings at $3.08 EPS and FY2026 earnings at $11.74 EPS.

Other equities analysts have also recently issued reports about the stock. StockNews.com cut shares of Packaging Co. of America from a “buy” rating to a “hold” rating in a research report on Wednesday. Citigroup lifted their price target on Packaging Co. of America from $199.00 to $221.00 and gave the company a “neutral” rating in a report on Wednesday, October 2nd. Truist Financial reissued a “buy” rating and issued a $252.00 price objective (up from $242.00) on shares of Packaging Co. of America in a research note on Thursday, October 24th. Finally, Wells Fargo & Company lifted their target price on Packaging Co. of America from $235.00 to $253.00 and gave the company an “overweight” rating in a research note on Thursday, October 24th. Four research analysts have rated the stock with a hold rating and three have assigned a buy rating to the company. Based on data from MarketBeat, Packaging Co. of America presently has an average rating of “Hold” and a consensus target price of $221.60.

Packaging Co. of America Stock Up 0.4 %

PKG stock opened at $246.39 on Friday. The company has a debt-to-equity ratio of 0.58, a current ratio of 2.95 and a quick ratio of 1.98. The firm has a market capitalization of $22.13 billion, a P/E ratio of 28.72, a P/E/G ratio of 3.44 and a beta of 0.76. Packaging Co. of America has a 52-week low of $153.58 and a 52-week high of $248.62. The company’s 50 day simple moving average is $224.82 and its 200-day simple moving average is $202.44.

Packaging Co. of America (NYSE:PKG) last posted its quarterly earnings data on Tuesday, October 22nd. The industrial products company reported $2.65 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.50 by $0.15. Packaging Co. of America had a return on equity of 19.10% and a net margin of 9.46%. The firm had revenue of $2.18 billion for the quarter, compared to the consensus estimate of $2.09 billion. During the same quarter in the previous year, the company earned $2.05 EPS. The business’s revenue for the quarter was up 14.9% compared to the same quarter last year.

Packaging Co. of America Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Monday, September 16th. Shareholders of record on Tuesday, October 15th were given a $1.25 dividend. This represents a $5.00 annualized dividend and a yield of 2.03%. The ex-dividend date was Monday, September 16th. Packaging Co. of America’s payout ratio is currently 58.28%.

Insider Transactions at Packaging Co. of America

In other news, CFO Robert P. Mundy sold 12,500 shares of the stock in a transaction on Friday, November 8th. The shares were sold at an average price of $240.62, for a total transaction of $3,007,750.00. Following the transaction, the chief financial officer now owns 43,954 shares in the company, valued at $10,576,211.48. This represents a 22.14 % decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, Director Paul T. Stecko sold 10,500 shares of the firm’s stock in a transaction on Thursday, November 21st. The shares were sold at an average price of $244.91, for a total transaction of $2,571,555.00. Following the transaction, 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 disclosure for this sale can be found here. Insiders sold 31,000 shares of company stock valued at $7,500,905 in the last three months. Corporate insiders own 1.60% of the company’s stock.

Institutional Trading of Packaging Co. of America

A number of institutional investors and hedge funds have recently made changes to their positions in the stock. Stifel Financial Corp raised its stake in shares of Packaging Co. of America by 1,462.2% in the 3rd quarter. Stifel Financial Corp now owns 573,073 shares of the industrial products company’s stock valued at $123,440,000 after acquiring an additional 536,389 shares in the last quarter. Boston Partners raised its position in shares of Packaging Co. of America by 49.3% in the first quarter. Boston Partners now owns 1,446,303 shares of the industrial products company’s stock valued at $274,421,000 after purchasing an additional 477,487 shares during the period. Millennium Management LLC lifted its stake in shares of Packaging Co. of America by 34.3% in the second quarter. Millennium Management LLC now owns 1,027,585 shares of the industrial products company’s stock worth $187,596,000 after buying an additional 262,315 shares during the last quarter. AQR Capital Management LLC boosted its holdings in shares of Packaging Co. of America by 164.3% during the 2nd quarter. AQR Capital Management LLC now owns 401,360 shares of the industrial products company’s stock worth $73,272,000 after buying an additional 249,483 shares during the period. Finally, International Assets Investment Management LLC grew its stake in Packaging Co. of America by 41,151.7% in the 3rd quarter. International Assets Investment Management LLC now owns 155,519 shares of the industrial products company’s stock valued at $33,499,000 after buying an additional 155,142 shares during the last quarter. Institutional investors and hedge funds own 89.78% of the company’s stock.

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.