Zacks Research Has Bearish Forecast for PKG Q3 Earnings

Key Points

• Zacks Research has lowered its Q3 2025 EPS estimate for Packaging Corporation of America from $2.86 to $2.80, indicating a cautious outlook for the company.
• In their last earnings report, the company reported $2.48 EPS, exceeding estimates but with revenue of $2.17 billion slightly below expectations.
• Recent analyst ratings show mixed sentiments, with Wells Fargo increasing their target price to $200 while Jefferies downgraded their rating and lowered their target to $205.

Packaging Corporation of America (NYSE:PKG - Free Report) - Equities research analysts at Zacks Research dropped their Q3 2025 earnings estimates for Packaging Corporation of America in a research report issued on Wednesday, August 6th. Zacks Research analyst R. Department now forecasts that the industrial products company will post earnings of $2.80 per share for the quarter, down from their prior estimate of $2.86. The consensus estimate for Packaging Corporation of America's current full-year earnings is $10.44 per share. Zacks Research also issued estimates for Packaging Corporation of America's FY2025 earnings at $10.17 EPS, Q3 2026 earnings at $2.91 EPS, FY2026 earnings at $10.94 EPS and FY2027 earnings at $11.33 EPS.

Several other analysts have also weighed in on the stock. Jefferies Financial Group lowered shares of Packaging Corporation of America from a "buy" rating to a "hold" rating and lowered their target price for the company from $245.00 to $205.00 in a research note on Monday, June 16th. Citigroup boosted their target price on shares of Packaging Corporation of America from $197.00 to $214.00 and gave the company a "neutral" rating in a research note on Friday, July 25th. Wells Fargo & Company boosted their target price on shares of Packaging Corporation of America from $180.00 to $200.00 and gave the company an "equal weight" rating in a research note on Thursday, July 10th. Truist Financial lowered their target price on shares of Packaging Corporation of America from $239.00 to $238.00 and set a "buy" rating for the company in a research note on Friday, July 25th. Finally, UBS Group boosted their target price on shares of Packaging Corporation of America from $210.00 to $220.00 and gave the company a "neutral" rating in a research note on Tuesday, July 29th. Five investment analysts have rated the stock with a hold rating, one has assigned a buy rating and one has given a strong buy rating to the company. Based on data from MarketBeat, the company presently has a consensus rating of "Hold" and an average price target of $215.40.

Packaging Corporation of America Stock Up 0.8%

Shares of NYSE:PKG traded up $1.55 during midday trading on Monday, reaching $200.51. The company had a trading volume of 276,253 shares, compared to its average volume of 848,306. 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's fifty day moving average price is $196.82 and its 200-day moving average price is $197.16. The stock has a market capitalization of $18.04 billion, a P/E ratio of 20.02, a PEG ratio of 2.31 and a beta of 0.85. Packaging Corporation of America has a one year low of $172.71 and a one year high of $250.82.

Packaging Corporation of America (NYSE:PKG - Get Free Report) last issued its quarterly earnings results on Wednesday, July 23rd. The industrial products company reported $2.48 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $2.44 by $0.04. The business had revenue of $2.17 billion during the quarter, compared to analyst estimates 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 in the previous year, the firm earned $2.20 earnings per share.

Hedge Funds Weigh In On Packaging Corporation of America

Several hedge funds and other institutional investors have recently modified their holdings of the company. Atlas FRM LLC boosted its holdings in shares of Packaging Corporation of America by 59.7% during the second quarter. Atlas FRM LLC now owns 535,000 shares of the industrial products company's stock valued at $100,821,000 after acquiring an additional 200,000 shares during the period. Westerkirk Capital Inc. acquired a new stake in Packaging Corporation of America in the second quarter worth about $57,000. Quantbot Technologies LP lifted its holdings in Packaging Corporation of America by 42.9% in the second quarter. Quantbot Technologies LP now owns 19,554 shares of the industrial products company's stock worth $3,685,000 after purchasing an additional 5,875 shares during the period. M&T Bank Corp lifted its holdings in Packaging Corporation of America by 0.8% in the second quarter. M&T Bank Corp now owns 59,018 shares of the industrial products company's stock worth $11,122,000 after purchasing an additional 494 shares during the period. Finally, Edgestream Partners L.P. acquired a new stake in Packaging Corporation of America in the second quarter worth about $5,909,000. Institutional investors and hedge funds 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.