Research Analysts Offer Predictions for PKG Q4 Earnings

Packaging Co. of America (NYSE:PKG) – Research analysts at Zacks Research decreased their Q4 2025 earnings per share (EPS) estimates for shares of Packaging Co. of America in a report issued on Tuesday, January 21st. Zacks Research analyst R. Department now expects that the industrial products company will post earnings of $2.97 per share 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.

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

Packaging Co. of America Stock Down 0.3 %

PKG stock opened at $239.11 on Friday. The firm has a market cap of $21.47 billion, a PE ratio of 27.87, a PEG ratio of 2.36 and a beta of 0.79. Packaging Co. of America has a 1 year low of $159.57 and a 1 year high of $250.82. The company has a fifty day simple moving average of $235.76 and a 200 day simple moving average of $218.31. The company has a current ratio of 2.95, a quick ratio of 1.98 and a debt-to-equity ratio of 0.58.

Packaging Co. of America (NYSE:PKG) last posted its earnings results on Tuesday, October 22nd. The industrial products company reported $2.65 EPS for the quarter, topping the consensus estimate 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%. The company’s revenue for the quarter was up 14.9% compared to the same quarter last year. During the same period in the previous year, the firm posted $2.05 earnings per share.

Packaging Co. of America Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Wednesday, January 15th. Investors of record on Friday, December 20th were paid a $1.25 dividend. This represents a $5.00 annualized dividend and a dividend yield of 2.09%. The ex-dividend date was Friday, December 20th. Packaging Co. of America’s payout ratio is presently 58.28%.

Insider Buying and Selling

In other Packaging Co. of America news, SVP Donald R. Shirley sold 8,000 shares of the business’s stock in a transaction on 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 sale, 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 sale was disclosed in a filing with the SEC, which can be accessed through this link. Also, SVP Joseph Vaughn sold 2,300 shares of the firm’s stock in a transaction dated Tuesday, December 3rd. The stock was sold at an average price of $244.89, for a total transaction of $563,247.00. Following the transaction, the senior vice president now directly owns 9,197 shares of the company’s stock, valued at $2,252,253.33. The trade was a 20.01 % decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders have sold a total of 33,300 shares of company stock valued at $8,064,152 over the last three months. 1.60% of the stock is owned by corporate insiders.

Institutional Inflows and Outflows

Several hedge funds have recently added to or reduced their stakes in PKG. Central Pacific Bank Trust Division acquired a new stake in Packaging Co. of America during the third quarter valued at approximately $32,000. Larson Financial Group LLC lifted its position in shares of Packaging Co. of America by 234.7% during the 3rd quarter. Larson Financial Group LLC now owns 164 shares of the industrial products company’s stock worth $35,000 after buying an additional 115 shares during the period. Fortitude Family Office LLC boosted its stake in Packaging Co. of America by 150.8% in the 4th quarter. Fortitude Family Office LLC now owns 163 shares of the industrial products company’s stock valued at $37,000 after buying an additional 98 shares in the last quarter. Assetmark Inc. grew its position in Packaging Co. of America by 44.6% in the third quarter. Assetmark Inc. now owns 269 shares of the industrial products company’s stock valued at $58,000 after acquiring an additional 83 shares during the period. Finally, Brooklyn Investment Group acquired a new position in Packaging Co. of America during the third quarter worth $64,000. Institutional investors and hedge funds own 89.78% of the company’s stock.

About Packaging Co. 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.