Zacks Research Issues Positive Outlook for PKG Earnings

Packaging Co. of America (NYSE:PKG) – Analysts at Zacks Research upped their Q1 2025 earnings estimates for Packaging Co. of America in a report issued on Wednesday, November 20th. Zacks Research analyst R. Department now forecasts that the industrial products company will post earnings per share of $2.06 for the quarter, up from their prior estimate 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.

Packaging Co. of America (NYSE:PKG) last issued its quarterly earnings results 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. The company had revenue of $2.18 billion during the quarter, compared to analyst estimates 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% compared to the same quarter last year. During the same quarter last year, the business posted $2.05 EPS.

Several other research analysts also recently weighed in on the company. Truist Financial reiterated a “buy” rating and set a $252.00 price target (up previously from $242.00) on shares of Packaging Co. of America in a research note on Thursday, October 24th. StockNews.com downgraded shares of Packaging Co. of America from a “buy” rating to a “hold” rating in a report on Wednesday. Citigroup lifted their target price on shares of Packaging Co. of America from $199.00 to $221.00 and gave the stock a “neutral” rating in a research note on Wednesday, October 2nd. Finally, Wells Fargo & Company boosted their price target on shares of Packaging Co. of America from $235.00 to $253.00 and gave the company an “overweight” rating in a research report on Thursday, October 24th. Four research analysts have rated the stock with a hold rating and three have issued a buy rating to the company. According to data from MarketBeat.com, the stock currently has a consensus rating of “Hold” and a consensus price target of $221.60.

Packaging Co. of America Stock Performance

NYSE:PKG opened at $246.43 on Friday. The company has a market capitalization of $22.13 billion, a P/E ratio of 28.72, a P/E/G ratio of 3.35 and a beta of 0.76. The business has a fifty day simple moving average of $224.82 and a two-hundred day simple moving average of $202.27. The company has a debt-to-equity ratio of 0.58, a current ratio of 2.95 and a quick ratio of 1.98. Packaging Co. of America has a 1 year low of $153.58 and a 1 year high of $248.62.

Institutional Trading of Packaging Co. of America

Institutional investors and hedge funds have recently modified their holdings of the business. State Street Corp increased its position in shares of Packaging Co. of America by 3.2% in the third quarter. State Street Corp now owns 3,948,546 shares of the industrial products company’s stock worth $855,212,000 after purchasing an additional 123,050 shares during the last quarter. Charles Schwab Investment Management Inc. raised its position in shares of Packaging Co. of America by 3.5% during the 3rd quarter. Charles Schwab Investment Management Inc. now owns 2,937,113 shares of the industrial products company’s stock valued at $632,654,000 after buying an additional 98,223 shares in the last quarter. Victory Capital Management Inc. raised its position in shares of Packaging Co. of America by 1.5% during the 2nd quarter. Victory Capital Management Inc. now owns 2,853,417 shares of the industrial products company’s stock valued at $520,920,000 after buying an additional 41,903 shares in the last quarter. Geode Capital Management LLC lifted its holdings in shares of Packaging Co. of America by 0.6% during the 3rd quarter. Geode Capital Management LLC now owns 2,337,296 shares of the industrial products company’s stock worth $501,896,000 after acquiring an additional 12,936 shares during the last quarter. Finally, Boston Partners grew its position in 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 worth $274,421,000 after acquiring an additional 477,487 shares in the last quarter. Hedge funds and other institutional investors own 89.78% of the company’s stock.

Insider Activity

In other Packaging Co. of America news, SVP Donald R. Shirley sold 8,000 shares of the firm’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 completion of the transaction, the senior vice president now directly owns 15,725 shares of the company’s stock, valued at $3,777,145. This trade represents a 33.72 % decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, Director Paul T. Stecko sold 10,500 shares of the company’s stock in a transaction on 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 transaction, the director now directly owns 8,881 shares in the company, valued at approximately $2,175,045.71. The trade was a 54.18 % decrease in their position. The disclosure for this sale can be found here. Insiders have sold a total of 31,000 shares of company stock worth $7,500,905 over the last ninety days. Company insiders own 1.60% of the company’s stock.

Packaging Co. of America Dividend Announcement

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

About Packaging Co. of America

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.