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PKG Overview

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$
0.000
0.000(0.000%)
At close
0.000(0.000%)Aft-market
ET
$
0.000
0.000(0.000%)
At close
0.000(0.000%)Aft-market
ET
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Intellectia

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High
227.160
Open
225.080
VWAP
224.99
Vol
456.23K
Mkt Cap
20.01B
Low
223.226
Amount
102.65M
EV/EBITDA(TTM)
12.05
Total Shares
89.10M
EV
23.43B
EV/OCF(TTM)
15.14
P/S(TTM)
2.18
Packaging Corporation of America is a producer of containerboard products and a producer of uncoated freesheet (UFS) paper in North America. The Company operates eight mills and 86 corrugated products plants and related facilities. Its segments include Packaging, Paper and Corporate and Other. Its containerboard mills produce linerboard and corrugating medium, which are papers primarily used in the production of corrugated products. Its corrugated products manufacturing plants produce a variety of corrugated packaging products. In addition, it also produces packaging for meat, fresh fruit, and vegetables, processed food, beverages, and other industrial and consumer products. It manufactures and sells papers, including both commodity and specialty papers, which may have custom or specialized features, such as colors, coatings, high brightness, and recycled content. Its papers consist of communication papers, including cut-size office papers, and printing and converting papers.
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Events Timeline

(ET)
2026-04-22
17:00:00
Morris Company Q1 Revenue at $2.37B, Below Consensus
select
2026-04-22
17:00:00
Company Releases Earnings Expectations for Upcoming Quarter
select

News

CNBC
6.0
05-04CNBC
Latest Wall Street Rating Updates
  • Apple Rating Reaffirmed: Bernstein raised Apple's price target from $340 to $350, anticipating a 17% revenue growth in FQ2 and a guidance of 14-17% for FQ3, with gross margins at 49.3%, indicating strong market performance and future growth potential.
  • KE Holdings Upgrade: Goldman Sachs upgraded KE Holdings from neutral to buy, believing the recent stock price pullback provides an attractive re-entry point for investors, reflecting confidence in the Chinese real estate market.
  • Palantir and AMD Downgrade: HSBC downgraded Palantir from buy to hold due to increasing competition; it also downgraded AMD, citing significant stock price appreciation and limited future earnings upside.
  • Packaging Corp Upgraded to Buy: Deutsche Bank upgraded Packaging Corp from hold to buy, raising the price target to $256 based on strong Q1 performance and positive management outlook, indicating a pivotal moment for the company in the packaging industry.
seekingalpha
6.0
05-04seekingalpha
Deutsche Bank Upgrades PKG to Buy on Positive Outlook
  • Rating Upgrade: Deutsche Bank has upgraded Packaging Corporation of America (PKG) from Neutral to Buy, citing a positive inflection point that presents an attractive opportunity for investors.
  • Shipment Growth: Analyst Hillary Cacanando highlighted that PKG's per-day shipment growth has significantly outpaced the broader market, indicating strong demand and exceptional operational capabilities.
  • Successful Acquisition Integration: The integration of Greif's containerboard assets is exceeding initial expectations, with a clear path to achieving the $60 million synergy target, which enhances the company's competitive position.
  • Price Increase Potential: A potential industry-wide increase in containerboard prices is seen as a positive for PKG, with Deutsche Bank assigning a price target of $256, reflecting optimism about future profitability.
NASDAQ.COM
4.5
04-28NASDAQ.COM
U.S. Stocks Close Lower, Weighed Down by Tech Sector
  • Tech Sector Decline: Technology stocks fell broadly as concerns about the return on massive AI investments grew, with OpenAI missing its new user and sales targets, putting pressure on shares of partners like Nvidia and Oracle, which negatively impacted market sentiment.
  • Positive Economic Data: Despite the market downturn, the U.S. consumer confidence index unexpectedly rose to 92.8, surpassing expectations, indicating economic resilience that could provide support for the market.
  • Surging Oil Prices: WTI crude oil prices jumped over 3% to a two-week high amid escalating tensions between the U.S. and Iran in the Strait of Hormuz, potentially exacerbating the global energy crisis and pushing inflation expectations higher.
  • Fed Policy Expectations: The market anticipates that the Federal Reserve will keep interest rates unchanged at the upcoming meeting, focusing on oil prices and inflation dynamics, reflecting a cautious outlook on the economic landscape.
Yahoo Finance
9.5
04-24Yahoo Finance
Packaging Corporation of America Q1 Performance Analysis
  • Revenue Growth: Packaging Corporation reported Q1 revenue of $2.37 billion, reflecting a 10.6% year-on-year increase, although it fell short of the $2.42 billion analyst expectations, indicating resilience and growth potential in the market.
  • Earnings Performance: The GAAP EPS was $1.91, missing analyst estimates of $2.11 by 9.4%, highlighting challenges from cost pressures and competitive market conditions.
  • Operational Efficiency Gains: The company achieved strong shipment growth in its legacy packaging segment, with daily corrugated shipments reaching record levels, demonstrating adaptability to customer demand and strengthening its market position.
  • Future Outlook: Management anticipates that upcoming price increases will drive future revenue growth, despite ongoing cost pressures in the near term, emphasizing the importance of optimizing production networks and integrating Greif assets.
seekingalpha
9.5
04-23seekingalpha
Packaging Corporation of America Q1 2026 Earnings Highlights
  • Net Income Exceeds Expectations: Packaging Corporation reported a first-quarter net income of $171 million, or $1.91 per share, with adjusted net income of $215 million, or $2.40 per share, surpassing the guidance of $2.20, reflecting strong operational and commercial performance.
  • Full Capacity Operations: The company operated at full capacity during the quarter, successfully completing the Wallula mill reconfiguration, which reduced costs for fiber, power, and labor, and anticipates second-quarter demand to mirror the first, further solidifying its market position.
  • Strong Cash Flow: Operating cash flow for the first quarter was $329 million, resulting in a free cash flow of $164 million after $165 million in capital expenditures, demonstrating effective capital management and investment returns.
  • Optimistic Future Outlook: Management expects second-quarter earnings of $2.33 per share, with anticipated price increases for containerboard and corrugated products starting in May, and significant benefits expected in Q3, showcasing confidence in future growth prospects.
seekingalpha
9.5
04-22seekingalpha
Packaging Corporation Reports Strong Q1 Earnings Exceeding Profit Expectations
  • Earnings Beat: Packaging Corporation's Q1 net sales reached $2.37 billion, up from $2.14 billion year-over-year, although slightly below the $2.42 billion consensus estimate; however, the diluted EPS of $2.40 exceeded expectations of $2.13, indicating strong profitability.
  • Record Shipments: The company achieved a record daily shipment rate in its legacy corrugated operations, with daily shipments rising 2.8% year-over-year, and a total increase of 21.8% when including the acquired Greif business, reflecting robust market demand and improved product mix.
  • Improved Profitability: Adjusted EBITDA rose to $476.5 million from $418.3 million a year earlier, demonstrating effective strategies in managing freight and raw material cost pressures, despite reported earnings being impacted by restructuring and acquisition costs.
  • Positive Q2 Outlook: The company forecasts Q2 earnings of $2.33 per share, citing continued strong packaging demand and seasonal volume improvements, indicating a positive outlook for future market performance.
Wall Street analysts forecast PKG stock price to rise
8 Analyst Rating
Wall Street analysts forecast PKG stock price to rise
6 Buy
2 Hold
0 Sell
Strong Buy
Current: 0.000
sliders
Low
226.00
Averages
242.86
High
273.00
Current: 0.000
sliders
Low
226.00
Averages
242.86
High
273.00
Deutsche Bank
Hold
to
Buy
upgrade
$225 -> $256
AI Analysis
2026-05-04
Reason
Deutsche Bank
Price Target
$225 -> $256
AI Analysis
2026-05-04
upgrade
Hold
to
Buy
Reason
Deutsche Bank upgraded Packaging Corp. to Buy from Hold with a price target of $256, up from $225. The firm believes the company is at a "positive inflection point" following the Q1 report. Packaging Corp.'s per-day shipment growth is "significantly outpacing" the broader market, the analyst tells investors in a research note. Deutsche says the combination of accelerating demand, operational strength, and a successful integration of the Greif acquisition "presents an attractive investment opportunity" in the stock.
Deutsche Bank
Hold
to
Buy
upgrade
$256
2026-05-04
Reason
Deutsche Bank
Price Target
$256
2026-05-04
upgrade
Hold
to
Buy
Reason
Deutsche Bank upgraded Packaging Corp. to Buy from Hold with a $256 price target.
Unlock Full Analyst Thesis, Get the complete breakdown of rating reason for PKG
Unlock Now

Valuation Metrics

The current forward P/E ratio for Packaging Corp of America (PKG.N) is 21.41, compared to its 5-year average forward P/E of 17.47. For a more detailed relative valuation and DCF analysis to assess Packaging Corp of America's fair value, Click here.

Forward PE

The forward P/E ratio is a valuation metric that divides a company's current stock price by its estimated future earnings per share over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average PE
17.47
Current PE
21.41
Overvalued PE
20.32
Undervalued PE
14.62

Forward EV/EBITDA

The forward EV/EBITDA ratio is a valuation metric that divides a company's enterprise value (EV) by its estimated future earnings before interest, taxes, depreciation, and amortization (EBITDA) over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average EV/EBITDA
9.90
Current EV/EBITDA
12.74
Overvalued EV/EBITDA
11.28
Undervalued EV/EBITDA
8.51

Forward PS

The forward P/S ratio is a valuation metric that divides a company's current stock price by its estimated future sales (or revenue) per share over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average PS
1.78
Current PS
1.91
Overvalued PS
2.03
Undervalued PS
1.53

Financials

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Whales Holding PKG

S
Scopus Asset Management, L.P.
Holding
PKG
+21.88%
3M Return
M
Moore Capital Management, LP
Holding
PKG
+21.55%
3M Return
B
Balyasny Asset Management L.P.
Holding
PKG
+13.97%
3M Return
N
Nearwater Capital Markets, Limited
Holding
PKG
+12.34%
3M Return
J
Jain Global LLC
Holding
PKG
+8.60%
3M Return
M
Millennium Management LLC
Holding
PKG
+7.65%
3M Return

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Frequently Asked Questions

What is Packaging Corp of America (PKG) stock price today?

The current price of PKG is 224.59 USD — it has increased 0.52

What is Packaging Corp of America (PKG)'s business?

Packaging Corporation of America is a producer of containerboard products and a producer of uncoated freesheet (UFS) paper in North America. The Company operates eight mills and 86 corrugated products plants and related facilities. Its segments include Packaging, Paper and Corporate and Other. Its containerboard mills produce linerboard and corrugating medium, which are papers primarily used in the production of corrugated products. Its corrugated products manufacturing plants produce a variety of corrugated packaging products. In addition, it also produces packaging for meat, fresh fruit, and vegetables, processed food, beverages, and other industrial and consumer products. It manufactures and sells papers, including both commodity and specialty papers, which may have custom or specialized features, such as colors, coatings, high brightness, and recycled content. Its papers consist of communication papers, including cut-size office papers, and printing and converting papers.

What is the price predicton of PKG Stock?

Wall Street analysts forecast PKG stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for PKG is242.86 USD with a low forecast of 226.00 USD and a high forecast of 273.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.

What is Packaging Corp of America (PKG)'s revenue for the last quarter?

Packaging Corp of America revenue for the last quarter amounts to 2.37B USD, increased 10.59

What is Packaging Corp of America (PKG)'s earnings per share (EPS) for the last quarter?

Packaging Corp of America. EPS for the last quarter amounts to 1.91 USD, decreased -15.49

How many employees does Packaging Corp of America (PKG). have?

Packaging Corp of America (PKG) has 16800 emplpoyees as of May 11 2026.

What is Packaging Corp of America (PKG) market cap?

Today PKG has the market capitalization of 20.01B USD.