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

Packaging Corporation of America (NYSE:PKG) issued an update on its fourth quarter 2025 earnings guidance on Thursday morning. The company provided earnings per share (EPS) guidance of 2.400-2.400 for the period, compared to the consensus estimate of 2.410. The company issued revenue guidance of -.

Analyst Upgrades and Downgrades

Several research firms recently weighed in on PKG. UBS Group lifted their target price on shares of Packaging Corporation of America from $225.00 to $230.00 and gave the stock a “neutral” rating in a report on Friday, October 24th. Truist Financial lifted their price objective on Packaging Corporation of America from $262.00 to $264.00 and gave the stock a “buy” rating in a research note on Monday, October 13th. Zacks Research downgraded Packaging Corporation of America from a “hold” rating to a “strong sell” rating in a research note on Monday. Wells Fargo & Company upped their price target on Packaging Corporation of America from $200.00 to $222.00 and gave the stock an “equal weight” rating in a report on Tuesday, October 7th. Finally, Wall Street Zen upgraded shares of Packaging Corporation of America from a “sell” rating to a “hold” rating in a research note on Saturday, November 22nd. One investment analyst has rated the stock with a Strong Buy rating, three have given a Buy rating, four have issued a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat.com, the company presently has an average rating of “Hold” and a consensus price target of $230.67.

Packaging Corporation of America Stock Performance

PKG stock opened at $202.89 on Thursday. The company has a 50 day moving average price of $202.48 and a 200 day moving average price of $202.31. The stock has a market capitalization of $18.26 billion, a PE ratio of 20.51, a price-to-earnings-growth ratio of 1.42 and a beta of 0.89. Packaging Corporation of America has a fifty-two week low of $172.71 and a fifty-two week high of $242.68. The company has a debt-to-equity ratio of 0.84, a current ratio of 3.16 and a quick ratio of 2.00.

Packaging Corporation of America (NYSE:PKG) last announced its quarterly earnings data on Wednesday, October 22nd. The industrial products company reported $2.73 EPS for the quarter, missing analysts’ consensus estimates of $2.83 by ($0.10). Packaging Corporation of America had a return on equity of 19.72% and a net margin of 10.18%.The company had revenue of $2.31 billion for the quarter, compared to analyst estimates of $2.29 billion. During the same period last year, the firm earned $2.65 earnings per share. The firm’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. Analysts forecast that Packaging Corporation of America will post 10.44 EPS for the current year.

Packaging Corporation of America Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Wednesday, January 14th. Stockholders of record on Monday, December 15th will be issued a dividend of $1.25 per share. This represents a $5.00 annualized dividend and a dividend yield of 2.5%. The ex-dividend date is Monday, December 15th. Packaging Corporation of America’s payout ratio is 50.56%.

Institutional Investors Weigh In On Packaging Corporation of America

A number of hedge funds and other institutional investors have recently bought and sold shares of PKG. Integrated Wealth Concepts LLC raised its holdings in Packaging Corporation of America by 73.5% during the first quarter. Integrated Wealth Concepts LLC now owns 2,956 shares of the industrial products company’s stock worth $585,000 after acquiring an additional 1,252 shares in the last quarter. Empowered Funds LLC increased its position in shares of Packaging Corporation of America by 538.6% during the 1st quarter. Empowered Funds LLC now owns 6,303 shares of the industrial products company’s stock worth $1,248,000 after purchasing an additional 5,316 shares during the last quarter. Geneos Wealth Management Inc. raised its stake in shares of Packaging Corporation of America by 40.4% during the 1st quarter. Geneos Wealth Management Inc. now owns 198 shares of the industrial products company’s stock worth $39,000 after purchasing an additional 57 shares in the last quarter. Sivia Capital Partners LLC grew its stake in shares of Packaging Corporation of America by 43.6% in the second quarter. Sivia Capital Partners LLC now owns 1,770 shares of the industrial products company’s stock valued at $334,000 after buying an additional 537 shares in the last quarter. Finally, Cresset Asset Management LLC grew its stake in shares of Packaging Corporation of America by 17.0% in the second quarter. Cresset Asset Management LLC now owns 1,772 shares of the industrial products company’s stock valued at $336,000 after buying an additional 258 shares in the last quarter. Institutional investors and hedge funds own 89.78% of the company’s stock.

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.