Q4 EPS Forecast for Packaging Co. of America Cut by Analyst

Packaging Co. of America (NYSE:PKG) – Equities research analysts at Zacks Research dropped their Q4 2025 earnings per share (EPS) estimates for shares of Packaging Co. of America in a research note issued on Tuesday, February 11th. Zacks Research analyst R. Department now expects that the industrial products company will post earnings of $2.64 per share for the quarter, down from their prior 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) last posted 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 net margin of 9.60% and a return on equity of 19.67%.

A number of other research analysts have also commented on the stock. Citigroup boosted 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 restated a “buy” rating and set a $265.00 target price (down from $282.00) on shares of Packaging Co. of America in a research report on Thursday, January 30th. Jefferies Financial Group upgraded 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 research note on Wednesday, December 18th. StockNews.com downgraded Packaging Co. of America from a “buy” rating to a “hold” rating in a research report on Wednesday, January 29th. Finally, Wells Fargo & Company decreased their price objective on shares of Packaging Co. of America from $253.00 to $236.00 and set an “overweight” rating on the stock in a research report on Thursday, January 30th. Three investment analysts have rated the stock with a hold rating and four have issued a buy rating to the stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average target price of $233.00.

Packaging Co. of America Price Performance

Shares of NYSE:PKG opened at $204.50 on Thursday. Packaging Co. of America has a 12 month low of $163.68 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. The stock has a market cap of $18.37 billion, a P/E ratio of 22.90, a P/E/G ratio of 2.40 and a beta of 0.77. The company has a 50 day moving average of $228.12 and a 200 day moving average of $221.30.

Hedge Funds Weigh In On Packaging Co. of America

Several institutional investors and hedge funds have recently bought and sold shares of the stock. Valeo Financial Advisors LLC bought a new position in shares of Packaging Co. of America in the third quarter worth approximately $209,000. Exchange Traded Concepts LLC purchased a new position in shares of Packaging Co. of America during the third quarter valued at approximately $78,000. Creative Planning raised its holdings in shares of Packaging Co. of America by 3.3% during the third quarter. Creative Planning now owns 16,842 shares of the industrial products company’s stock valued at $3,628,000 after acquiring an additional 534 shares in the last quarter. nVerses Capital LLC bought a new position in shares of Packaging Co. of America during the third quarter valued at approximately $948,000. Finally, Good Life Advisors LLC lifted its stake in Packaging Co. of America by 2.7% in the third quarter. Good Life Advisors LLC now owns 12,503 shares of the industrial products company’s stock worth $2,693,000 after acquiring an additional 329 shares during the period. 89.78% of the stock is currently owned by institutional investors.

Insider Activity at Packaging Co. of America

In related news, Director Paul T. Stecko sold 10,500 shares of the stock in a transaction on Thursday, November 21st. The shares were sold at an average price of $244.91, for a total transaction of $2,571,555.00. Following the transaction, the director now owns 8,881 shares of the company’s stock, valued at approximately $2,175,045.71. This trade represents a 54.18 % decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, SVP Joseph Vaughn sold 2,300 shares of the business’s stock in a transaction 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 completion of the sale, the senior vice president now directly owns 9,197 shares of the company’s stock, valued at $2,252,253.33. This represents a 20.01 % decrease in their ownership of the stock. The disclosure for this sale can be found here. 1.60% of the stock is currently owned by insiders.

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 was Friday, December 20th. This represents a $5.00 annualized dividend and a dividend yield of 2.44%. Packaging Co. of America’s dividend payout ratio (DPR) is presently 55.99%.

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.