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

Packaging Co. of America (NYSE:PKG) – Investment analysts at Seaport Res Ptn cut their Q4 2025 earnings per share (EPS) estimates for shares of Packaging Co. of America in a research note issued on Thursday, February 13th. Seaport Res Ptn analyst M. Weintraub now anticipates that the industrial products company will post earnings of $2.70 per share for the quarter, down from their previous estimate of $2.71. Seaport Res Ptn currently has a “Strong-Buy” rating on the stock. The consensus estimate for Packaging Co. of America’s current full-year earnings is $10.60 per share.

Packaging Co. of America (NYSE:PKG) last issued its quarterly earnings data on Tuesday, January 28th. The industrial products company reported $2.47 earnings per share (EPS) 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 equities research analysts have also commented on the company. Wells Fargo & Company dropped their price target on 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. Citigroup raised their target price 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. Jefferies Financial Group upgraded shares of Packaging Co. of America from a “hold” rating to a “buy” rating and upped their price target for the company from $215.00 to $280.00 in a report on Wednesday, December 18th. Truist Financial reissued a “buy” rating and set a $265.00 price objective (down previously from $282.00) on shares of Packaging Co. of America in a research report on Thursday, January 30th. Finally, StockNews.com cut shares of Packaging Co. of America from a “buy” rating to a “hold” rating in a research report on Wednesday, January 29th. Three equities research analysts have rated the stock with a hold rating, four have issued a buy rating and one has given a strong buy rating to the stock. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average target price of $233.00.

Packaging Co. of America Stock Performance

PKG stock opened at $212.19 on Monday. Packaging Co. of America has a 1-year low of $167.60 and a 1-year 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 firm has a market cap of $19.06 billion, a PE ratio of 23.76, a P/E/G ratio of 2.40 and a beta of 0.77. The business’s 50-day moving average price is $225.81 and its two-hundred day moving average price is $221.86.

Institutional Trading of Packaging Co. of America

Several hedge funds have recently added to or reduced their stakes in PKG. Sanctuary Advisors LLC grew its position in shares of Packaging Co. of America by 17.0% during the 3rd quarter. Sanctuary Advisors LLC now owns 20,270 shares of the industrial products company’s stock worth $4,366,000 after purchasing an additional 2,946 shares in the last quarter. GAMMA Investing LLC grew its position in Packaging Co. of America by 24.2% during the fourth quarter. GAMMA Investing LLC now owns 2,431 shares of the industrial products company’s stock worth $547,000 after buying an additional 473 shares in the last quarter. Principal Financial Group Inc. increased its stake in Packaging Co. of America by 8.4% during the 3rd quarter. Principal Financial Group Inc. now owns 460,518 shares of the industrial products company’s stock worth $99,194,000 after acquiring an additional 35,614 shares during the period. BNP PARIBAS ASSET MANAGEMENT Holding S.A. raised its holdings in Packaging Co. of America by 227.5% in the 3rd quarter. BNP PARIBAS ASSET MANAGEMENT Holding S.A. now owns 32,243 shares of the industrial products company’s stock valued at $6,945,000 after acquiring an additional 22,397 shares in the last quarter. Finally, Citigroup Inc. lifted its position in shares of Packaging Co. of America by 30.7% during the 3rd quarter. Citigroup Inc. now owns 115,005 shares of the industrial products company’s stock valued at $24,772,000 after acquiring an additional 27,018 shares during the period. 89.78% of the stock is owned by institutional investors and hedge funds.

Insiders Place Their Bets

In related news, SVP Joseph Vaughn sold 2,300 shares of the firm’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 completion of the sale, the senior vice president now directly owns 9,197 shares in the company, valued at approximately $2,252,253.33. This trade represents a 20.01 % decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, Director Paul T. Stecko sold 10,500 shares of Packaging Co. of America stock in a transaction that occurred on Thursday, November 21st. The stock was sold at an average price of $244.91, for a total value of $2,571,555.00. Following the transaction, the director now owns 8,881 shares of the company’s stock, 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. Insiders own 1.60% of the company’s stock.

Packaging Co. of America Dividend Announcement

The business also recently declared 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 2.36%. Packaging Co. of America’s dividend 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.