Packaging Corporation of America (NYSE:PKG) Issues Q4 2025 Earnings Guidance

Key Points

• Packaging Corporation of America has issued a Q4 2025 earnings guidance with an EPS estimate of 2.400, significantly lower than the consensus estimate of 2.630.
• The company recently declared a quarterly dividend of $1.25 per share, resulting in an annualized dividend of $5.00 and a yield of 2.4%.
• Analysts have mixed opinions on the stock with ratings ranging from "Strong Buy" to "Hold," and an average price target set at $229.33.

Packaging Corporation of America (NYSE:PKG - Get Free Report) issued an update on its fourth quarter 2025 earnings guidance on Wednesday morning. The company provided EPS guidance of 2.400-2.400 for the period, compared to the consensus EPS estimate of 2.630. The company issued revenue guidance of -.

Packaging Corporation of America Trading Up 0.4%

Packaging Corporation of America stock traded up $0.75 during mid-day trading on Wednesday, hitting $208.88. The company's stock had a trading volume of 1,438,510 shares, compared to its average volume of 821,348. The company has a debt-to-equity ratio of 0.54, a current ratio of 3.54 and a quick ratio of 2.32. The stock has a market cap of $18.79 billion, a price-to-earnings ratio of 20.85, a price-to-earnings-growth ratio of 1.21 and a beta of 0.91. The business has a 50 day moving average price of $211.04 and a 200-day moving average price of $198.95. Packaging Corporation of America has a 12 month low of $172.71 and a 12 month high of $250.82.

Packaging Corporation of America (NYSE:PKG - Get Free Report) last posted its quarterly earnings results on Wednesday, October 22nd. The industrial products company reported $2.73 earnings per share for the quarter, missing the consensus estimate of $2.83 by ($0.10). Packaging Corporation of America had a return on equity of 20.08% and a net margin of 10.47%. Packaging Corporation of America has set its Q4 2025 guidance at 2.400-2.400 EPS. As a group, analysts forecast that Packaging Corporation of America will post 10.44 EPS for the current year.

Packaging Corporation of America Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Wednesday, October 15th. Stockholders of record on Monday, September 15th were paid a dividend of $1.25 per share. This represents a $5.00 annualized dividend and a dividend yield of 2.4%. The ex-dividend date of this dividend was Monday, September 15th. Packaging Corporation of America's dividend payout ratio is 49.90%.

Analyst Ratings Changes

Several brokerages have recently commented on PKG. UBS Group lowered their price objective on shares of Packaging Corporation of America from $226.00 to $225.00 and set a "neutral" rating for the company in a research note on Thursday, October 16th. Truist Financial increased their price target on shares of Packaging Corporation of America from $262.00 to $264.00 and gave the stock a "buy" rating in a research note on Monday, October 13th. Zacks Research upgraded shares of Packaging Corporation of America from a "hold" rating to a "strong-buy" rating in a report on Friday, September 26th. JPMorgan Chase & Co. began coverage on shares of Packaging Corporation of America in a report on Wednesday, September 24th. They issued an "overweight" rating and a $242.00 price objective on the stock. Finally, Wells Fargo & Company upped their price objective on shares of Packaging Corporation of America from $200.00 to $222.00 and gave the stock an "equal weight" rating in a report on Tuesday, October 7th. Two analysts have rated the stock with a Strong Buy rating, three have assigned a Buy rating and four have issued a Hold rating to the company's stock. Based on data from MarketBeat, the stock currently has an average rating of "Moderate Buy" and an average price target of $229.33.

Insider Activity at Packaging Corporation of America

In other news, CEO Mark W. Kowlzan sold 25,000 shares of the stock in a transaction that occurred on Thursday, September 11th. The shares were sold at an average price of $215.97, for a total transaction of $5,399,250.00. Following the sale, the chief executive officer owned 437,378 shares in the company, valued at $94,460,526.66. This represents a 5.41% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through the SEC website. 1.50% of the stock is currently owned by insiders.

Institutional Investors Weigh In On Packaging Corporation of America

Institutional investors and hedge funds have recently added to or reduced their stakes in the stock. Geneos Wealth Management Inc. boosted its holdings in Packaging Corporation of America by 40.4% in the first 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. B. Riley Wealth Advisors Inc. purchased a new stake in Packaging Corporation of America in the second quarter worth approximately $230,000. Oxford Asset Management LLP purchased a new stake in Packaging Corporation of America in the second quarter worth approximately $255,000. EP Wealth Advisors LLC purchased a new stake in Packaging Corporation of America in the second quarter worth approximately $309,000. Finally, Brevan Howard Capital Management LP purchased a new stake in Packaging Corporation of America in the second quarter worth approximately $310,000. Hedge funds and other institutional investors own 89.78% of the company's stock.

About Packaging Corporation of America

Packaging Corporation of America engages in the production of container products. It operates through the following segments: Packaging, Paper, and Corporate and Other. The Packaging segment offers a variety of corrugated packaging products, such as conventional shipping containers. The Paper segment manufactures and sells a range of papers, including communication-based papers, and pressure sensitive papers.

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