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 7,296 funds
0
Analysts bullish %
of 3 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
1.25% less ownership
Funds ownership: 91.0% [Q4 2024] → 89.75% (-1.25%) [Q1 2025]
6% less funds holding
Funds holding: 886 [Q4 2024] → 833 (-53) [Q1 2025]
18% less capital invested
Capital invested by funds: $19.4B [Q4 2024] → $16B (-$3.41B) [Q1 2025]
33% less first-time investments, than exits
New positions opened: 77 | 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
3 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$180
5%
downside
Avg. target
$206
9%
upside
High target
$237
26%
upside
3 analyst ratings
1 positive
33%
2 neutral
67%
0 negative
0%
UBS Anojja Shah | 6%upside $200 | Neutral Initiated | 4 Jun 2025 |
Wells Fargo Gabe Hajde | 5%downside $180 | Equal-Weight Downgraded | 9 May 2025 |
Truist Securities Michael Roxland | 26%upside $237 | Buy Maintained | 24 Apr 2025 |
Financial journalist opinion
Neutral
Business Wire
1 month 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
1 month 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
1 month 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
1 month 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.
Negative
Seeking Alpha
1 month ago
Packaging Corporation of America: Guidance Points To Significant Weakness Ahead
Packaging Corporation of America shares dropped due to disappointing Q2 guidance, despite solid Q1 performance. Management's downbeat Q2 guidance, driven by rising trade tensions and potential tariffs, signals significant cyclical headwinds and reduced demand. PKG's strong balance sheet and prudent production cuts are positives, but the stock remains overvalued given the macroeconomic uncertainties and expected earnings decline.
Positive
Zacks Investment Research
1 month ago
Packaging Corp. (PKG) Q1 Earnings: How Key Metrics Compare to Wall Street Estimates
The headline numbers for Packaging Corp. (PKG) give insight into how the company performed in the quarter ended March 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Positive
Zacks Investment Research
1 month ago
Packaging Corp. (PKG) Beats Q1 Earnings and Revenue Estimates
Packaging Corp. (PKG) came out with quarterly earnings of $2.31 per share, beating the Zacks Consensus Estimate of $2.21 per share. This compares to earnings of $1.72 per share a year ago.
Neutral
Business Wire
1 month ago
Packaging Corporation of America Reports First Quarter 2025 Results
LAKE FOREST, Ill.--(BUSINESS WIRE)--Packaging Corporation of America (NYSE: PKG) today reported first quarter 2025 net income of $204 million, or $2.26 per share, and net income of $208 million, or $2.31 per share, excluding special items. First quarter net sales were $2.1 billion in 2025 and $2.0 billion in 2024. Diluted earnings per share attributable to Packaging Corporation of America shareholders Three Months Ended March 31 2025 2024 Change Reported Diluted EPS $ 2.26 $.
Positive
Zacks Investment Research
1 month ago
Packaging Corp Gears Up to Report Q1 Earnings: What to Expect?
PKG's 1Q25 results are likely to reflect the impacts of sequentially flat prices in the Paper segment, offset by stable packaging demand.
Positive
Zacks Investment Research
1 month ago
Packaging Corp. (PKG) Q1 Earnings on the Horizon: Analysts' Insights on Key Performance Measures
Looking beyond Wall Street's top -and-bottom-line estimate forecasts for Packaging Corp. (PKG), delve into some of its key metrics to gain a deeper insight into the company's potential performance for the quarter ended March 2025.
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