Seaport Res Ptn Has Pessimistic Outlook of PKG Q3 Earnings

Key Points

• Seaport Res Ptn has reduced its Q3 2025 earnings per share estimate for Packaging Corporation of America from $2.88 to $2.85.
• Several analysts have varying ratings for PKG, with JPMorgan setting an "overweight" rating and a price target of $242.00, while Jefferies downgraded the stock from "buy" to "hold".
• The company announced a quarterly dividend of $1.25 per share, representing a 2.3% yield, with the dividend payout ratio at 49.90%.

Packaging Corporation of America (NYSE:PKG - Free Report) - Research analysts at Seaport Res Ptn decreased their Q3 2025 earnings per share estimates for Packaging Corporation of America in a note issued to investors on Monday, October 6th. Seaport Res Ptn analyst M. Weintraub now expects that the industrial products company will earn $2.85 per share for the quarter, down from their previous estimate of $2.88. The consensus estimate for Packaging Corporation of America's current full-year earnings is $10.44 per share.

A number of other analysts have also commented on PKG. JPMorgan Chase & Co. initiated coverage on Packaging Corporation of America in a research note on Wednesday, September 24th. They set an "overweight" rating and a $242.00 price objective on the stock. UBS Group raised their price objective on Packaging Corporation of America from $220.00 to $226.00 and gave the stock a "neutral" rating in a report on Monday. Wells Fargo & Company lifted their target price on Packaging Corporation of America from $180.00 to $200.00 and gave the company an "equal weight" rating in a report on Thursday, July 10th. Jefferies Financial Group downgraded shares of Packaging Corporation of America from a "buy" rating to a "hold" rating and dropped their target price for the stock from $245.00 to $205.00 in a research report on Monday, June 16th. Finally, 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. Two equities research analysts have rated the stock with a Strong Buy rating, three have assigned a Buy rating and four have given a Hold rating to the company's stock. According to data from MarketBeat, the stock has a consensus rating of "Moderate Buy" and a consensus price target of $225.50.

Packaging Corporation of America Trading Down 0.7%

Shares of PKG stock opened at $212.95 on Tuesday. The company has a quick ratio of 2.32, a current ratio of 3.54 and a debt-to-equity ratio of 0.54. The business has a fifty day simple moving average of $208.22 and a 200-day simple moving average of $198.03. Packaging Corporation of America has a fifty-two week low of $172.71 and a fifty-two week high of $250.82. The stock has a market cap of $19.16 billion, a P/E ratio of 21.25, a P/E/G ratio of 1.84 and a beta of 0.91.

Packaging Corporation of America (NYSE:PKG - Get Free Report) last announced its quarterly earnings results on Wednesday, July 23rd. The industrial products company reported $2.48 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $2.44 by $0.04. The business had revenue of $2.17 billion during the quarter, compared to the consensus estimate of $2.18 billion. Packaging Corporation of America had a net margin of 10.47% and a return on equity of 20.08%. The business's revenue was up 4.7% compared to the same quarter last year. During the same quarter last year, the firm posted $2.20 EPS. Packaging Corporation of America has set its Q3 2025 guidance at 2.800-2.800 EPS.

Packaging Corporation of America Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Wednesday, October 15th. Stockholders of record on Monday, September 15th will be paid a dividend of $1.25 per share. This represents a $5.00 annualized dividend and a dividend yield of 2.3%. The ex-dividend date is Monday, September 15th. Packaging Corporation of America's dividend payout ratio is 49.90%.

Insider Buying and Selling at Packaging Corporation of America

In related news, CEO Mark W. Kowlzan sold 25,000 shares of Packaging Corporation of America stock in a transaction on Thursday, September 11th. The shares were sold at an average price of $215.97, for a total value of $5,399,250.00. Following the completion of the sale, the chief executive officer owned 437,378 shares in the company, valued at approximately $94,460,526.66. The trade was a 5.41% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Insiders own 1.50% of the company's stock.

Hedge Funds Weigh In On Packaging Corporation of America

A number of hedge funds have recently bought and sold shares of PKG. Vanguard Group Inc. raised its stake in Packaging Corporation of America by 1.6% during the second quarter. Vanguard Group Inc. now owns 11,204,307 shares of the industrial products company's stock valued at $2,111,452,000 after buying an additional 176,811 shares in the last quarter. State Street Corp increased its holdings in shares of Packaging Corporation of America by 1.1% in the 2nd quarter. State Street Corp now owns 4,097,253 shares of the industrial products company's stock valued at $777,037,000 after acquiring an additional 43,141 shares during the last quarter. Charles Schwab Investment Management Inc. raised its position in shares of Packaging Corporation of America by 2.4% during the 2nd quarter. Charles Schwab Investment Management Inc. now owns 3,351,323 shares of the industrial products company's stock valued at $631,557,000 after acquiring an additional 78,619 shares in the last quarter. JPMorgan Chase & Co. lifted its stake in Packaging Corporation of America by 46.5% during the first quarter. JPMorgan Chase & Co. now owns 3,038,859 shares of the industrial products company's stock worth $601,755,000 after purchasing an additional 964,085 shares during the last quarter. Finally, Price T Rowe Associates Inc. MD boosted its holdings in Packaging Corporation of America by 108.4% in the first quarter. Price T Rowe Associates Inc. MD now owns 2,363,617 shares of the industrial products company's stock worth $468,045,000 after purchasing an additional 1,229,219 shares during the period. 89.78% of the stock is currently owned by institutional investors and hedge funds.

Packaging Corporation of America Company Profile

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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