Packaging Corporation of America

Packaging Corporation of America

PKGยทNYSE

$224.39

-0.20%
Consumer CyclicalPackaging & Containers

Packaging Corporation of America manufactures and sells containerboard and corrugated packaging products in the United States. The company operates through Packaging and Paper segments. The Packaging segment offers various containerboard and corrugated packaging products, such as conventional shipping containers used to protect and transport manufactured goods; multi-color boxes and displays that help to merchandise the packaged product in retail locations; and honeycomb protective packaging products, as well as packaging for meat, fresh fruit and vegetables, processed food, beverages, and other industrial and consumer products. This segment sells its corrugated products through a direct sales and marketing organization, independent brokers, and distribution partners. The Paper segment manufactures and sells commodity and specialty papers, as well as communication papers, including cut-size office papers, and printing and converting papers. This segment sells white papers through its sales and marketing organization. Packaging Corporation of America was founded in 1867 and is headquartered in Lake Forest, Illinois.

At a Glance

Live Snapshot
Market Cap$19.99B
EPS8.6100
P/E Ratio24.15
Earnings Date07/22/2026
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Packaging Corporation of America Street Expectations Map

PKG ยท NYSE

Wall Street analysts project that PKG stock may rise significantly over the coming 12 months. The consensus 1-year price target stands at 251.60, with estimates ranging from a low of 245.00 to a high of 258.00.

Lowest Target
245.00
9.18%
Consensus Target
251.60
12.13%
Highest Target
258.00
14.98%

The consensus 1-year price target stands at 251.60, with estimates ranging from a low of 245.00 to a high of 258.00.

Analyst Consensus Analysis

Upside Potential

+12.1%

Moderate upside. Analysts expect positive returns but with limited margin of safety. Consider entry timing.

Analyst Agreement

5.2% spread

High analyst agreement. Narrow target range indicates strong consensus on valuation, suggesting clear investment thesis and predictable outlook.

Analyst Conviction

High

Positive outlook with reasonable agreement. Analysts generally optimistic about prospects with manageable uncertainty.

Market Sentiment Insight

Monitor and evaluate: Current analyst consensus suggests limited conviction or near-term catalysts. Stay informed on company developments and reassess positioning as new information emerges.

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Packaging Corporation of America Forward Estimates of Revenue

PKG ยท NYSE
Latest Revenue
8.99B
FY 2025
Avg Estimate
10.25B
FY 2026
Estimate Range
10.15B - 10.35B
Analyst Spread

Forward Growth Analysis

Projected Growth+14.0%

Solid growth trajectory indicates healthy business performance and competitive positioning.

Analyst Coverage8 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread2%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

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Packaging Corporation of America Forward Estimates of Net Income

PKG ยท NYSE
Latest Net Income
768.90M
FY 2025
Avg Estimate
1.04B
FY 2026
Estimate Range
972.80M - 1.07B
Analyst Spread

Forward Growth Analysis

Projected Growth+35.4%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage8 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread9%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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Packaging Corporation of America Forward Estimates of EPS

PKG ยท NYSE
Latest EPS
8.61
FY 2025
Avg Estimate
$11.37
FY 2026
Estimate Range
$10.87 - $11.90
Analyst Spread

Forward Growth Analysis

Projected Growth+32.1%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage7 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread9%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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Packaging Corporation of America Forward Estimates of EBIT

PKG ยท NYSE
Latest EBIT
1.11B
FY 2025
Avg Estimate
1.46B
FY 2026
Estimate Range
1.44B - 1.47B
Analyst Spread

Forward Growth Analysis

Projected Growth+31.5%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage8 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread2%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

pkg

Packaging Corporation of America Forward Estimates of EBITDA

PKG ยท NYSE
Latest EBITDA
1.76B
FY 2025
Avg Estimate
2.07B
FY 2026
Estimate Range
2.05B - 2.09B
Analyst Spread

Forward Growth Analysis

Projected Growth+17.5%

Solid growth trajectory indicates healthy business performance and competitive positioning.

Analyst Coverage8 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread2%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

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Packaging Corporation of America Forward Estimates of SG&A Expense

PKG ยท NYSE
Latest SG&A Expense
634.20M
FY 2025
Avg Estimate
759.58M
FY 2026
Estimate Range
752.11M - 767.04M
Analyst Spread

Forward Growth Analysis

Projected Growth+19.8%

Solid growth trajectory indicates healthy business performance and competitive positioning.

Analyst Coverage8 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread2%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

pkg

Packaging Corporation of America Insider Positioning

PKG ยท NYSE

During the last 12 months, insiders have sold $10.21M worth of PKG shares, with no buying activity reported.

3 Months

Bought

0

0.00

Sold

9.3K

2.01M

Net Activity

-2.0M

-$2.01M

3-6 Months

Bought

0

0.00

Sold

12.1K

2.80M

Net Activity

-2.8M

-$2.80M

6-9 Months

Bought

0

0.00

Sold

25.0K

5.40M

Net Activity

-5.4M

-$5.40M

9-12 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

Top Buyers

No buying activity

Top Sellers

1
KMW

Kowlzan Mark W

Director, Officer: Chairman & Ceo

34.3K sharesโ€ข2 transactions

$7.41M

2
HTA

Hassfurther Thomas A

Officer: President

12.1K sharesโ€ข1 transactions

$2.80M

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $10.21M net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.

Buy/Sell Ratio

0.00:1

Very poor ratio. Heavy selling with minimal buying suggests insiders may be concerned about valuation or outlook.

Recent Trend (3 Months)

$2.01M

Heavy recent selling activity. Recent insider sales notably exceed purchasesโ€”may warrant investigation into company developments.

Insider Participation

High Selling

2 insider sellers vs. 0 buyers. Widespread selling across multiple insiders may signal concerns.

Insider Activity Insight

Persistent selling pressure: Consistent insider selling with weak buy/sell ratio suggests insiders may be capitalizing on current valuation. Exercise caution and review recent earnings quality and management commentary.