Packaging Corporation of America (NYSE:PKG) Updates Q4 2025 Earnings Guidance

Packaging Corporation of America (NYSE:PKG) updated its fourth quarter 2025 earnings guidance on Wednesday. The company provided earnings per share (EPS) guidance of 2.400-2.400 for the period, compared to the consensus estimate of 2.630. The company issued revenue guidance of -.

Analyst Upgrades and Downgrades

A number of brokerages have weighed in on PKG. Truist Financial increased their price target on shares of Packaging Corporation of America from $262.00 to $264.00 and gave the company a “buy” rating in a report on Monday, October 13th. UBS Group reduced their price target on shares of Packaging Corporation of America from $226.00 to $225.00 and set a “neutral” rating for the company in a report on Thursday, October 16th. JPMorgan Chase & Co. began coverage on shares of Packaging Corporation of America in a report on Wednesday, September 24th. They issued an “overweight” rating and a $242.00 price target for the company. Weiss Ratings reissued a “buy (b-)” rating on shares of Packaging Corporation of America in a report on Wednesday, October 8th. Finally, Zacks Research raised shares of Packaging Corporation of America from a “hold” rating to a “strong-buy” rating in a report on Friday, September 26th. Two equities research analysts have rated the stock with a Strong Buy rating, three have issued a Buy rating and four have assigned a Hold rating to the company. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus target price of $229.33.

Packaging Corporation of America Trading Up 2.1%

Shares of PKG stock opened at $213.18 on Friday. Packaging Corporation of America has a 52-week low of $172.71 and a 52-week high of $250.82. The stock has a market cap of $19.18 billion, a price-to-earnings ratio of 21.56, a P/E/G ratio of 1.22 and a beta of 0.91. The company has a debt-to-equity ratio of 0.54, a quick ratio of 2.32 and a current ratio of 3.54. The firm has a fifty day moving average of $211.53 and a 200-day moving average of $199.24.

Packaging Corporation of America (NYSE:PKG) last announced its quarterly earnings results on Wednesday, October 22nd. The industrial products company reported $2.73 earnings per share (EPS) for the quarter, missing the consensus estimate of $2.83 by ($0.10). Packaging Corporation of America had a net margin of 10.18% and a return on equity of 19.98%. The firm had revenue of $2.31 billion for the quarter, compared to the consensus estimate of $2.29 billion. During the same period in the prior year, the business earned $2.65 earnings per share. The company’s revenue for the quarter was up 6.0% on a year-over-year basis. Packaging Corporation of America has set its Q4 2025 guidance at 2.400-2.400 EPS. On average, equities research analysts forecast that Packaging Corporation of America will post 10.44 earnings per share for the current fiscal year.

Packaging Corporation of America Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Wednesday, October 15th. Investors of record on Monday, September 15th were issued a dividend of $1.25 per share. This represents a $5.00 annualized dividend and a yield of 2.3%. The ex-dividend date of this dividend was Monday, September 15th. Packaging Corporation of America’s dividend payout ratio (DPR) is currently 49.90%.

Insider Transactions at Packaging Corporation of America

In related news, CEO Mark W. Kowlzan sold 25,000 shares of Packaging Corporation of America stock in a transaction dated Thursday, September 11th. The shares were sold at an average price of $215.97, for a total transaction of $5,399,250.00. Following the completion of the transaction, the chief executive officer directly owned 437,378 shares of the company’s stock, valued at $94,460,526.66. This trade represents a 5.41% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. 1.50% of the stock is owned by corporate insiders.

Hedge Funds Weigh In On Packaging Corporation of America

Several institutional investors have recently added to or reduced their stakes in the company. Bank of America Corp DE lifted its holdings in Packaging Corporation of America by 6.6% during the 2nd quarter. Bank of America Corp DE now owns 1,449,494 shares of the industrial products company’s stock valued at $273,157,000 after purchasing an additional 89,739 shares during the last quarter. AQR Capital Management LLC increased its position in Packaging Corporation of America by 56.4% in the 2nd quarter. AQR Capital Management LLC now owns 888,362 shares of the industrial products company’s stock valued at $167,412,000 after acquiring an additional 320,418 shares in the last quarter. Balyasny Asset Management L.P. increased its position in Packaging Corporation of America by 75.1% in the 2nd quarter. Balyasny Asset Management L.P. now owns 457,522 shares of the industrial products company’s stock valued at $86,220,000 after acquiring an additional 196,279 shares in the last quarter. Moore Capital Management LP increased its position in Packaging Corporation of America by 135.1% in the 2nd quarter. Moore Capital Management LP now owns 109,823 shares of the industrial products company’s stock valued at $20,696,000 after acquiring an additional 63,108 shares in the last quarter. Finally, California State Teachers Retirement System increased its position in Packaging Corporation of America by 0.6% in the 2nd quarter. California State Teachers Retirement System now owns 107,542 shares of the industrial products company’s stock valued at $20,266,000 after acquiring an additional 682 shares in the last quarter. 89.78% of the stock is owned by institutional investors.

Packaging Corporation 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.