Packaging Corporation of America (NYSE:PKG) Issues Q1 2026 Earnings Guidance

Packaging Corporation of America (NYSE:PKG) updated its first quarter 2026 earnings guidance on Tuesday. The company provided earnings per share guidance of 2.200-2.20 for the period, compared to the consensus earnings per share estimate of 2.340. The company issued revenue guidance of -.

Analyst Ratings Changes

PKG has been the subject of a number of recent analyst reports. Wall Street Zen raised Packaging Corporation of America from a “sell” rating to a “hold” rating in a report on Saturday, January 3rd. Weiss Ratings reissued a “buy (b-)” rating on shares of Packaging Corporation of America in a report on Monday, December 29th. Truist Financial boosted their target price on shares of Packaging Corporation of America from $263.00 to $273.00 and gave the stock a “buy” rating in a research note on Tuesday, January 6th. UBS Group increased their price target on shares of Packaging Corporation of America from $230.00 to $235.00 and gave the company a “neutral” rating in a research note on Monday, January 12th. Finally, Citigroup lowered their price target on shares of Packaging Corporation of America from $229.00 to $226.00 and set a “neutral” rating for the company in a report on Tuesday, January 6th. Four equities research analysts have rated the stock with a Buy rating and four have issued a Hold rating to the stock. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average target price of $236.17.

Packaging Corporation of America Trading Up 0.7%

NYSE PKG traded up $1.45 on Tuesday, reaching $223.28. The company had a trading volume of 1,804,413 shares, compared to its average volume of 751,331. Packaging Corporation of America has a 52 week low of $172.71 and a 52 week high of $239.66. The stock’s 50 day moving average is $207.28 and its 200-day moving average is $206.54. The company has a quick ratio of 2.00, a current ratio of 3.16 and a debt-to-equity ratio of 0.84. The stock has a market cap of $20.09 billion, a price-to-earnings ratio of 22.58, a PEG ratio of 1.66 and a beta of 0.88.

Packaging Corporation of America (NYSE:PKG) last announced its quarterly earnings results on Tuesday, January 27th. The industrial products company reported $2.32 earnings per share for the quarter, missing analysts’ consensus estimates of $2.41 by ($0.09). Packaging Corporation of America had a return on equity of 19.72% and a net margin of 10.18%.During the same quarter in the prior year, the firm earned $2.47 EPS. Packaging Corporation of America’s revenue for the quarter was up 10.1% compared to the same quarter last year. Packaging Corporation of America has set its Q1 2026 guidance at 2.200-2.20 EPS. Equities analysts predict that Packaging Corporation of America will post 10.44 earnings per share for the current year.

Packaging Corporation of America Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Wednesday, January 14th. Stockholders of record on Monday, December 15th were given a dividend of $1.25 per share. This represents a $5.00 annualized dividend and a dividend yield of 2.2%. The ex-dividend date of this dividend was Monday, December 15th. Packaging Corporation of America’s dividend payout ratio is currently 50.56%.

Institutional Inflows and Outflows

A number of hedge funds have recently bought and sold shares of the stock. Geneos Wealth Management Inc. increased its stake in shares of Packaging Corporation of America by 40.4% during the 1st quarter. Geneos Wealth Management Inc. now owns 198 shares of the industrial products company’s stock worth $39,000 after purchasing an additional 57 shares during the last quarter. Advisory Services Network LLC acquired a new stake in Packaging Corporation of America during the third quarter worth approximately $61,000. Brown Brothers Harriman & Co. increased its stake in shares of Packaging Corporation of America by 61.5% during the third quarter. Brown Brothers Harriman & Co. now owns 893 shares of the industrial products company’s stock worth $195,000 after purchasing an additional 340 shares during the period. Certuity LLC bought a new position in Packaging Corporation of America during the 3rd quarter worth $201,000. Finally, Safeguard Investment Advisory Group LLC bought a new position in Packaging Corporation of America during the third quarter worth about $218,000. 89.78% of the stock is currently owned by institutional investors.

Packaging Corporation of America Company Profile

Packaging Corporation of America (NYSE: PKG) is a leading North American manufacturer of containerboard and corrugated packaging products. The company produces a range of paper-based packaging solutions including linerboard, corrugating medium, corrugated shipping containers, retail-ready packaging and point-of-purchase displays. In addition to core packaging products, Packaging Corporation of America offers packaging design, testing and supply-chain services intended to optimize protection, cost and sustainability for customers.

Headquartered in Lake Forest, Illinois, the company operates an integrated network of mills and corrugated manufacturing facilities across the United States and serves customers throughout North America in industries such as e-commerce, grocery and food & beverage, consumer packaged goods and industrial markets.