Zacks Research Issues Optimistic Forecast for PKG Earnings

Packaging Co. of America (NYSE:PKG) – Equities research analysts at Zacks Research upped their Q1 2025 earnings estimates for shares of 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 $2.36 per share for the quarter, up from their previous forecast of $2.35. 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 2025 earnings at $2.84 EPS, Q3 2025 earnings at $3.13 EPS, Q1 2026 earnings at $2.74 EPS, Q3 2026 earnings at $3.24 EPS and FY2026 earnings at $12.08 EPS.

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 firm had revenue of $2.18 billion for the quarter, compared to analysts’ expectations 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 quarterly revenue was up 14.9% compared to the same quarter last year. During the same quarter last year, the firm earned $2.05 EPS.

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

Packaging Co. of America Stock Performance

Shares of PKG opened at $239.90 on Thursday. The stock has a 50 day moving average of $235.69 and a 200 day moving average of $218.17. The company has a market capitalization of $21.54 billion, a price-to-earnings ratio of 27.96, a PEG ratio of 2.38 and a beta of 0.79. Packaging Co. of America has a 12 month low of $159.57 and a 12 month high of $250.82. 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 Dividend Announcement

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

Insider Buying and Selling

In related news, SVP Joseph Vaughn sold 2,300 shares of the firm’s stock in a transaction that occurred on 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 in the company, valued at $2,252,253.33. This trade represents a 20.01 % decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, SVP Donald R. Shirley sold 8,000 shares of the business’s stock in a transaction that occurred 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 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 disclosure for this sale can be found here. Insiders sold 33,300 shares of company stock worth $8,064,152 in the last quarter. 1.60% of the stock is owned by insiders.

Hedge Funds Weigh In On Packaging Co. of America

A number of hedge funds have recently modified their holdings of PKG. Central Pacific Bank Trust Division bought a new stake in shares of Packaging Co. of America in the third quarter worth about $32,000. Larson Financial Group LLC grew its position in shares of 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 worth $35,000 after buying an additional 115 shares during the last quarter. Fortitude Family Office LLC increased its stake 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 valued at $37,000 after buying an additional 98 shares during the period. Assetmark Inc. raised its holdings in shares of Packaging Co. of America by 44.6% during 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 in the last quarter. Finally, Brooklyn Investment Group purchased a new stake in Packaging Co. of America in the third quarter worth $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.