Packaging Corp of AmericaPKG
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
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
4 analyst ratings
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









