Packaging Corp of America
About: Packaging Corp. of America is the third-largest containerboard and corrugated packaging manufacturer in the United States. It produces over 5 million tons of containerboard annually. The company's share of the domestic containerboard market is roughly 10%. PCA differentiates itself from larger competitors by focusing on smaller customers and operating with a high degree of flexibility.
Employees: 15,400
0
Funds holding %
of 7,312 funds
0
Analysts bullish %
of 4 analysts
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
375% more call options, than puts
Call options by funds: $36.9M | Put options by funds: $7.76M
0% more repeat investments, than reductions
Existing positions increased: 314 | Existing positions reduced: 314
1.24% less ownership
Funds ownership: 91.0% [Q4 2024] → 89.76% (-1.24%) [Q1 2025]
6% less funds holding
Funds holding: 886 [Q4 2024] → 835 (-51) [Q1 2025]
18% less capital invested
Capital invested by funds: $19.4B [Q4 2024] → $16B (-$3.41B) [Q1 2025]
31% less first-time investments, than exits
New positions opened: 79 | Existing positions closed: 115
63% less funds holding in top 10
Funds holding in top 10: 16 [Q4 2024] → 6 (-10) [Q1 2025]
Research analyst outlook
4 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$200
3%
downside
Avg. target
$214
4%
upside
High target
$239
16%
upside
4 analyst ratings
1 positive
25%
3 neutral
75%
0 negative
0%
Wells Fargo Gabe Hajde | 3%downside $200 | Equal-Weight Maintained | 10 Jul 2025 |
UBS Anojja Shah | 2%upside $210 | Neutral Maintained | 9 Jul 2025 |
Truist Securities Michael Roxland | 16%upside $239 | Buy Maintained | 17 Jun 2025 |
Jefferies Philip Ng | 0%downside $205 | Hold Downgraded | 16 Jun 2025 |
Financial journalist opinion
Based on 6 articles about PKG published over the past 30 days
Positive
Benzinga
1 day ago
Packaging Corp. of America Shares: Setting Up For An All-Time High?
Packaging Corp. of America PKG has just stepped into Phase 18 of its 18-phase Adhishthana Cycle on the weekly chart, and the current structure points to strength. With supportive signals across multiple timeframes, the stock appears poised to approach its all-time high zone.
Neutral
Zacks Investment Research
1 week ago
GEF vs. PKG: Which Stock Is the Better Value Option?
Investors looking for stocks in the Containers - Paper and Packaging sector might want to consider either Greif (GEF) or Packaging Corp. (PKG). But which of these two stocks presents investors with the better value opportunity right now?
Positive
Zacks Investment Research
1 week ago
Here's Why Packaging Corp. (PKG) is a Strong Momentum Stock
Whether you're a value, growth, or momentum investor, finding strong stocks becomes easier with the Zacks Style Scores, a top feature of the Zacks Premium research service.
Neutral
Business Wire
1 week ago
Packaging Corporation of America Announces Agreement to Purchase Greif Containerboard Business
LAKE FOREST, Ill.--(BUSINESS WIRE)--Packaging Corporation of America (NYSE: PKG) today announced that it has entered into a definitive agreement to purchase the containerboard business of Greif, Inc. for $1.8 billion in cash. The transaction is expected to close by the end of PCA's third quarter, subject to certain customary conditions and regulatory approvals. The Greif containerboard business includes two containerboard mills with approximately 800,000 tons of production capacity and eight sh.
Neutral
Business Wire
3 weeks ago
Packaging Corporation of America Schedules Conference Call to Discuss Second Quarter 2025 Operating Results
LAKE FOREST, Ill.--(BUSINESS WIRE)--Packaging Corporation of America (NYSE: PKG) will hold a conference call on Thursday July 24, 2025 at 9:00 a.m. Eastern Time to discuss first quarter 2025 results. The conference call leader will be Mark Kowlzan. Second quarter earnings results will be released after the market closes on Wednesday July 23, 2025. To access the conference call, you may pre-register for the conference by navigating to https://dpregister.com/sreg/10195048/fe1ab3f0a8. Once you hav.
Positive
Zacks Investment Research
3 weeks ago
GEF vs. PKG: Which Stock Should Value Investors Buy Now?
Investors looking for stocks in the Containers - Paper and Packaging sector might want to consider either Greif (GEF) or Packaging Corp. (PKG). But which of these two companies is the best option for those looking for undervalued stocks?
Neutral
Business Wire
2 months ago
Packaging Corporation of America Declares Quarterly Dividend
LAKE FOREST, Ill.--(BUSINESS WIRE)--Packaging Corporation of America (NYSE: PKG) announced today that its Board approved a regular quarterly dividend of $1.25 per share on its common stock. The quarterly dividend of $1.25 per share will be paid to shareholders of record as of June 13, 2025 with a payment date of July 15, 2025. Future declaration of quarterly dividends and the establishment of future record and payment dates are subject to the final determination by PCA's Board of Directors. PCA.
Positive
Seeking Alpha
2 months ago
Packaging Corporation of America: Steady Performance Expected To Continue In 2025
Packaging Corporation of America's packaging segment grew 9.6% YoY in Q1 2025, driving an 8.2% increase in consolidated top line to $2.24 billion, beating estimates by $25.81 million. Strength in packaging demand and recent price increases are expected to offset paper segment weaknesses, supporting single-digit top line growth in 2025. Despite weak paper segment volumes, strong operational improvements and higher pricing are expected to boost overall margins in 2025.
Neutral
Seeking Alpha
2 months ago
Packaging Corporation of America (PKG) Q1 2025 Earnings Call Transcript
Packaging Corporation of America (NYSE:PKG ) Q1 2025 Earnings Conference Call April 23, 2025 9:00 AM ET Company Participants Mark Kowlzan - Chairman and CEO Thomas Hassfurther - EVP, Corrugated Products Robert Mundy - EVP and CFO Conference Call Participants George Staphos - Bank of America Securities Mike Roxland - Truist Securities Gabe Hajde - Wells Fargo Mark Weintraub - Seaport Research Partners Anthony Pettinari - Citi Philip Ng - Jeffries Charlie Sands - BNP Paribas Operator Good morning, everyone. Thank you for joining Packaging Corporation of America's First Quarter 2025 Earnings Results Conference Call.
Positive
Zacks Investment Research
2 months ago
Packaging Corp Earnings Surpass Estimates in Q1, Sales Rise Y/Y
PKG's Q1 top-line reflects gains from higher prices and mix in the Packaging and Paper segments.
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