Packaging Corp of AmericaPKG
PKG
About: Packaging Corp. of America is the third-largest containerboard and corrugated packaging manufacturer in the United States. It produces over 4.5 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 7,390 funds
0
Analysts bullish %
of 4 analysts
Fund manager confidence
Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
173% more first-time investments, than exits
New positions opened: 150 | Existing positions closed: 55
129% more funds holding in top 10
Funds holding in top 10: 7 [Q3] → 16 (+9) [Q4]
10% more funds holding
Funds holding: 801 [Q3] → 879 (+78) [Q4]
10% more capital invested
Capital invested by funds: $17.6B [Q3] → $19.4B (+$1.72B) [Q4]
8% more call options, than puts
Call options by funds: $34.6M | Put options by funds: $32M
6% more repeat investments, than reductions
Existing positions increased: 307 | Existing positions reduced: 289
0.56% less ownership
Funds ownership: 91.5% [Q3] → 90.94% (-0.56%) [Q4]
Research analyst outlook
4 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$235
17%
upside
Avg. target
$247
23%
upside
High target
$265
32%
upside
4 analyst ratings
3 positive
75%
1 neutral
25%
0 negative
0%
Seaport Global Mark Weintraub 67% 1-year accuracy 2 / 3 met price target | 25%upside $250 | Buy Upgraded | 13 Feb 2025 |
Truist Securities Michael Roxland 21% 1-year accuracy 10 / 47 met price target | 32%upside $265 | Buy Reiterated | 30 Jan 2025 |
Wells Fargo Gabe Hajde 48% 1-year accuracy 31 / 65 met price target | 18%upside $236 | Overweight Maintained | 30 Jan 2025 |
Citigroup Anthony Pettinari 32% 1-year accuracy 34 / 105 met price target | 17%upside $235 | Neutral Maintained | 6 Jan 2025 |
Financial journalist opinion
Based on 5 articles about PKG published over the past 30 days
Neutral
Business Wire
1 week ago
Packaging Corporation of America Schedules Conference Call to Discuss First Quarter 2025 Operating Results
LAKE FOREST, Ill.--(BUSINESS WIRE)--Packaging Corporation of America (NYSE: PKG) will hold a conference call on Wednesday April 23, 2025 at 9:00 a.m. Eastern Time to discuss first quarter 2025 results. The conference call leader will be Mark Kowlzan. First quarter earnings results will be released after the market closes on Tuesday, April 22, 2025. To access the conference call, you may pre-register for the conference by navigating to https://dpregister.com/sreg/10195046/fe1a151bf0. Once you ha.
Positive
Seeking Alpha
1 week ago
March Fortune 500 Industry Leaders: 3 Ideal 'Safer' Buys
**Investment Thesis**: Energy Transfer, Altria Group, and AT&T are the top 'safer' F500IL stocks, with dividends from $1K invested exceeding their single share prices. **Analyst Projections**: Brokers forecast net gains of 15.41% to 41.76% from the top ten F500IL dogs by March 2026. **Market Conditions**: A 76.02% market correction could make all top ten high-yield F500IL stocks fair-priced, with dividends from $1K invested meeting or exceeding share prices.
Neutral
Zacks Investment Research
3 weeks ago
SON or PKG: Which Is the Better Value Stock Right Now?
Investors looking for stocks in the Containers - Paper and Packaging sector might want to consider either Sonoco (SON) or Packaging Corp. (PKG). But which of these two stocks presents investors with the better value opportunity right now?
Neutral
Business Wire
3 weeks 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 March 14, 2025 with a payment date of April 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. P.
Neutral
Business Wire
3 weeks ago
Packaging Corporation of America Announces Planned Management Changes
LAKE FOREST, Ill.--(BUSINESS WIRE)--Packaging Corporation of America (NYSE:PKG) announced today the following planned management changes. Robert P. Mundy, PCA's Executive Vice President and Chief Financial Officer, will step down as CFO on May 1, 2025 and remain employed by PCA in an advisory role through his planned retirement date of March 1, 2026. Bob has served as PCA's CFO since 2015. Kent A. Pflederer, PCA's General Counsel since he joined PCA in 2007, will become PCA's Executive Vice Pre.
Neutral
Zacks Investment Research
1 month ago
Zacks Industry Outlook Packaging Corporation of America, Amcor, AptarGroup and Sonoco Products
Packaging Corporation of America, Amcor, AptarGroup and Sonoco Products have been highlighted in this Industry Outlook article.
Negative
Zacks Investment Research
1 month ago
4 Packaging Stocks to Watch Despite Industry Headwinds
Although weak consumer spending clouds the Zacks Containers - Paper and Packaging industry's near-term outlook, PKG, AMCR, ATR and SON are navigating the challenges well.
Positive
Kiplinger
1 month ago
The Best Materials Stocks to Buy
Materials stocks represent a wide swath of cyclical industries. Here's how investors can find the best ones to buy.
Neutral
Business Wire
1 month ago
Packaging Corporation of America's Chief Executive Officer to Speak at Bank of America Securities' 2025 Global Agriculture & Materials Conference
LAKE FOREST, Ill.--(BUSINESS WIRE)--Packaging Corporation of America's (NYSE:PKG) Chief Executive Officer, Mark Kowlzan, will speak at Bank of America Securities' 2025 Global Agriculture and Materials Conference. The conference is being held at The Conrad Fort Lauderdale Beach in Fort Lauderdale, FL on Thursday, February 27, 2025. After Mr. Kowlzan's presentation he, and Executive Vice President and CFO Robert Mundy, will participate in a Fireside Chat Q&A session. Immediately following, th.
Positive
Seeking Alpha
1 month ago
Packaging Corporation of America: Turning Bullish As Momentum Builds (Rating Upgrade)
Packaging Corporation of America delivered strong consolidated revenue growth last quarter, supported by a resilient demand environment, particularly in its packaging segment. Robust shipment growth and recent price increase are expected to fuel top line growth in the quarters ahead. Despite inflationary pressures, PKG's focus on cost efficiencies and pricing benefits should support margin expansion in FY25 and beyond.
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