Zacks Research Issues Negative Forecast for PKG Earnings

Packaging Co. of America (NYSE:PKG - Free Report) - Stock analysts at Zacks Research reduced their Q4 2025 earnings per share estimates for shares of Packaging Co. of America in a research note issued on Tuesday, February 11th. Zacks Research analyst R. Department now forecasts that the industrial products company will post earnings of $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.

Packaging Co. of America (NYSE:PKG - Get Free Report) last posted its quarterly earnings data on Tuesday, January 28th. The industrial products company reported $2.47 EPS 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%.

Other equities research analysts have also issued reports about the company. Seaport Res Ptn upgraded Packaging Co. of America from a "hold" rating to a "strong-buy" rating in a research report on Thursday. StockNews.com cut Packaging Co. of America from a "buy" rating to a "hold" rating in a research report on Wednesday, January 29th. Jefferies Financial Group upgraded Packaging Co. of America from a "hold" rating to a "buy" rating and lifted their price target for the company from $215.00 to $280.00 in a report on Wednesday, December 18th. Wells Fargo & Company reduced their target price on shares of Packaging Co. of America from $253.00 to $236.00 and set an "overweight" rating for the company in a research note on Thursday, January 30th. Finally, Citigroup lifted their target price on shares of Packaging Co. of America from $232.00 to $235.00 and gave the company a "neutral" rating in a research note on Monday, January 6th. Three equities research analysts have rated the stock with a hold rating, four have assigned a buy rating and one has assigned a strong buy rating to the company's stock. According to MarketBeat, Packaging Co. of America presently has a consensus rating of "Moderate Buy" and an average price target of $233.00.

Packaging Co. of America Stock Up 0.2 %

NYSE PKG traded up $0.39 during trading on Thursday, reaching $212.54. 806,333 shares of the company's stock were exchanged, compared to its average volume of 948,715. Packaging Co. of America has a fifty-two week low of $165.20 and a fifty-two week high of $250.82. The firm has a market capitalization of $19.09 billion, a PE ratio of 23.80, a P/E/G ratio of 2.40 and a beta of 0.77. The company has a current ratio of 2.95, a quick ratio of 1.98 and a debt-to-equity ratio of 0.58. The company's fifty day simple moving average is $226.87 and its 200-day simple moving average is $221.65.

Institutional Inflows and Outflows

A number of large investors have recently made changes to their positions in PKG. Larson Financial Group LLC raised its holdings in Packaging Co. of America by 234.7% in the 3rd quarter. Larson Financial Group LLC now owns 164 shares of the industrial products company's stock valued at $35,000 after acquiring an additional 115 shares in the last quarter. Fortitude Family Office LLC raised its stake in shares of Packaging Co. of America by 150.8% in the fourth quarter. Fortitude Family Office LLC now owns 163 shares of the industrial products company's stock valued at $37,000 after purchasing an additional 98 shares in the last quarter. Centricity Wealth Management LLC acquired a new position in shares of Packaging Co. of America in the fourth quarter valued at $44,000. Lazard Asset Management LLC raised its stake in shares of Packaging Co. of America by 1,033.3% in the fourth quarter. Lazard Asset Management LLC now owns 204 shares of the industrial products company's stock valued at $45,000 after purchasing an additional 186 shares in the last quarter. Finally, Golden State Wealth Management LLC acquired a new position in shares of Packaging Co. of America in the fourth quarter valued at $48,000. Institutional investors and hedge funds own 89.78% of the company's stock.

Insiders Place Their Bets

In related news, SVP Joseph Vaughn sold 2,300 shares of the company's stock in a transaction on Tuesday, December 3rd. The shares were sold at an average price of $244.89, for a total transaction of $563,247.00. Following the completion of the transaction, the senior vice president now directly owns 9,197 shares in the company, valued at $2,252,253.33. This represents a 20.01 % decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, Director Paul T. Stecko sold 10,500 shares of the firm'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 sale, the director now owns 8,881 shares in the company, valued at $2,175,045.71. This represents a 54.18 % decrease in their ownership of the stock. The disclosure for this sale can be found here. Company insiders own 1.60% of the company's stock.

Packaging Co. of America Announces Dividend

The company 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 dividend on an annualized basis and a dividend yield of 2.35%. The ex-dividend date of this dividend was Friday, December 20th. Packaging Co. of America's payout ratio is 55.99%.

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.