Zacks Research Has Pessimistic Outlook of PKG Q4 Earnings

Packaging Co. of America (NYSE:PKG) – Investment analysts at Zacks Research lowered their Q4 2025 EPS estimates for Packaging Co. of America in a note issued to investors on Tuesday, January 21st. Zacks Research analyst R. Department now expects that the industrial products company will earn $2.97 per share for the quarter, down from their prior forecast 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.

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

Packaging Co. of America Stock Performance

Shares of Packaging Co. of America stock opened at $240.08 on Friday. The business’s 50 day moving average price is $235.85 and its 200 day moving average price is $218.73. The company has a market cap of $21.56 billion, a price-to-earnings ratio of 27.98, a PEG ratio of 2.36 and a beta of 0.79. 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 one year low of $159.57 and a one year high of $250.82.

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

Packaging Co. of America Dividend Announcement

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

Insider Activity at Packaging Co. of America

In other Packaging Co. of America news, Director Paul T. Stecko sold 10,500 shares of Packaging Co. of America 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 completion of the sale, the director now directly owns 8,881 shares of the company’s stock, valued at $2,175,045.71. The trade was a 54.18 % decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, SVP Joseph Vaughn sold 2,300 shares of the stock in a transaction dated Tuesday, December 3rd. The shares were sold at an average price of $244.89, for a total value of $563,247.00. Following the completion of the transaction, the senior vice president now owns 9,197 shares in the company, valued at approximately $2,252,253.33. The trade was a 20.01 % decrease in their position. The disclosure for this sale can be found here. Over the last three months, insiders sold 33,300 shares of company stock worth $8,064,152. Company insiders own 1.60% of the company’s stock.

Hedge Funds Weigh In On Packaging Co. of America

Several hedge funds have recently made changes to their positions in PKG. Central Pacific Bank Trust Division acquired a new stake in Packaging Co. of America during the 3rd quarter worth approximately $32,000. Larson Financial Group LLC raised its stake in shares of Packaging Co. of America by 234.7% during the third quarter. Larson Financial Group LLC now owns 164 shares of the industrial products company’s stock worth $35,000 after purchasing an additional 115 shares during the last quarter. Fortitude Family Office LLC lifted its holdings in shares of Packaging Co. of America by 150.8% during the fourth quarter. Fortitude Family Office LLC now owns 163 shares of the industrial products company’s stock worth $37,000 after purchasing an additional 98 shares during the period. Assetmark Inc. grew its position in Packaging Co. of America by 44.6% in the 3rd quarter. Assetmark Inc. now owns 269 shares of the industrial products company’s stock valued at $58,000 after buying an additional 83 shares during the last quarter. Finally, Brooklyn Investment Group acquired a new position in Packaging Co. of America in the 3rd quarter valued at $64,000. Hedge funds and other institutional investors own 89.78% of the company’s stock.

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.