Packaging Corp of America (PKG)

• Market cap: $19.1B
• 1 day: -1.55%
• 5 days: -1.92%
• 1 month: 9.51%
• 3 months: 11.8%
• 6 months: 6.7%
• Year to date: -5.96%
• 1 year: -1.3%
• 5 years: 96.98%
• 10 years: 219.81%
• Sector: Consumer Discretionary
• Industry: Packaging & Containers

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

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

302% more call options, than puts

Call options by funds: $25.6M | Put options by funds: $6.35M

2.52% more ownership

Funds ownership: 89.87% [Q1] → 92.4% (+2.52%) [Q2]

8% more repeat investments, than reductions

Existing positions increased: 315 | Existing positions reduced: 293

2% less capital invested

Capital invested by funds: $16B [Q1] → $15.7B (-$301M) [Q2]

4% less first-time investments, than exits

New positions opened: 87 | Existing positions closed: 91

2% less funds holding

Funds holding: 845 [Q1] → 824 (-21) [Q2]

33% less funds holding in top 10

Funds holding in top 10: 6 [Q1] → 4 (-2) [Q2]

Research analyst outlook

5 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $200
• Avg. target: $215
• High target: $238

5 analyst ratings

• positive: 1 20%
• neutral: 4 80%
• negative: 0 0%

UBS Anojja Shah	$220	Neutral Maintained	29 Jul 2025
Citigroup Anthony Pettinari	$214	Neutral Maintained	25 Jul 2025
Truist Securities Michael Roxland	$238	Buy Maintained	25 Jul 2025
Wells Fargo Gabe Hajde	$200	Equal-Weight Maintained	10 Jul 2025
Jefferies Philip Ng	$205	Hold Downgraded	16 Jun 2025