Zacks Research Issues Negative Outlook for PKG Earnings

Packaging Co. of America (NYSE:PKG) – Equities researchers at Zacks Research reduced their Q4 2025 earnings per share (EPS) estimates for Packaging Co. of America in a note issued to investors on Tuesday, February 11th. Zacks Research analyst R. Department now anticipates that the industrial products company will earn $2.64 per share for the quarter, down from their previous estimate of $2.97. The consensus estimate for Packaging Co. of America’s current full-year earnings is $10.60 per share. Zacks Research also issued estimates for Packaging Co. of America’s Q4 2026 earnings at $2.83 EPS and FY2027 earnings at $11.66 EPS.

A number of other research firms have also weighed in on PKG. Jefferies Financial Group upgraded shares of Packaging Co. of America from a “hold” rating to a “buy” rating and upped their target price for the stock from $215.00 to $280.00 in a report on Wednesday, December 18th. Citigroup increased their price objective 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. StockNews.com cut Packaging Co. of America from a “buy” rating to a “hold” rating in a research report on Wednesday, January 29th. Wells Fargo & Company lowered their price target on Packaging Co. of America from $253.00 to $236.00 and set an “overweight” rating for the company in a research report on Thursday, January 30th. Finally, Truist Financial restated a “buy” rating and set a $265.00 price objective (down from $282.00) on shares of Packaging Co. of America in a research note on Thursday, January 30th. Three equities research analysts have rated the stock with a hold rating and four have given a buy rating to the company. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus price target of $233.00.

Packaging Co. of America Stock Performance

PKG opened at $204.50 on Thursday. Packaging Co. of America has a 1-year low of $163.68 and a 1-year high of $250.82. The company has a market cap of $18.37 billion, a price-to-earnings ratio of 22.90, a PEG ratio of 2.40 and a beta of 0.77. The company’s fifty day moving average price is $228.12 and its two-hundred day moving average price is $221.30. 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 issued its earnings results on Tuesday, January 28th. The industrial products company reported $2.47 earnings per share for the quarter, missing analysts’ consensus estimates of $2.51 by ($0.04). Packaging Co. of America had a return on equity of 19.67% and a net margin of 9.60%.

Packaging Co. of America Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Wednesday, January 15th. Shareholders of record on Friday, December 20th were paid a $1.25 dividend. The ex-dividend date was Friday, December 20th. This represents a $5.00 dividend on an annualized basis and a yield of 2.44%. Packaging Co. of America’s dividend payout ratio (DPR) is presently 55.99%.

Insider Buying and Selling at Packaging Co. of America

In other Packaging Co. of America news, SVP Joseph Vaughn sold 2,300 shares of the business’s 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 transaction, the senior vice president now directly owns 9,197 shares in the company, valued at $2,252,253.33. The trade was a 20.01 % decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, Director Paul T. Stecko sold 10,500 shares of the firm’s stock in a transaction that occurred 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 sale, the director now owns 8,881 shares of the company’s stock, 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. Corporate insiders own 1.60% of the company’s stock.

Hedge Funds Weigh In On Packaging Co. of America

Several institutional investors and hedge funds have recently bought and sold shares of the company. SYM FINANCIAL Corp lifted its position in shares of Packaging Co. of America by 3.1% during the 4th quarter. SYM FINANCIAL Corp now owns 1,405 shares of the industrial products company’s stock valued at $316,000 after buying an additional 42 shares during the last quarter. Mather Group LLC. raised its stake in Packaging Co. of America by 1.7% in the 4th quarter. Mather Group LLC. now owns 2,586 shares of the industrial products company’s stock valued at $582,000 after acquiring an additional 43 shares during the period. UMB Bank n.a. lifted 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 valued at $262,000 after purchasing an additional 44 shares during the last quarter. Deseret Mutual Benefit Administrators boosted its position in Packaging Co. of America by 15.2% during the third quarter. Deseret Mutual Benefit Administrators now owns 371 shares of the industrial products company’s stock worth $80,000 after purchasing an additional 49 shares during the period. Finally, AlphaMark Advisors LLC increased its stake in shares of Packaging Co. of America by 3.9% in the fourth quarter. AlphaMark Advisors LLC now owns 1,384 shares of the industrial products company’s stock worth $312,000 after purchasing an additional 52 shares in the last quarter. 89.78% of the stock is owned by institutional investors.

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.