Packaging Corp of America

PKG•NYSE•CONSUMER CYCLICAL

$254.39+20.49 (+8.76%)

+14.1% 30D•Market closed•Prev $233.90

+$45.22+21.6%

1 month

+7.0%

price return

Year to date

+22.0%

price return

Recent earnings

2/4

quarters beat

Big funds

8

hold this stock

News tone

Bullish

50 articles, 7 days

Key stats

Jul 27

Market cap: $22.67B
P/E: 33.0x
Forward P/E: 24.4x
Dividend yield: 1.07%
Beta: 0.82
Volume: 1.42M
52-week range: $184.47 - $254.49

Analysts

What do analysts expect?

Current

$254.39

Target

$250.30

-4.09 (-1.6%) possible downside12 months

Fundamentals

Business quality, value, and expectations at a glance.

Fundamentals

Is the business strong?

Reasonably priced and running thin margins.

Revenue (TTM): $9.2B
Net income (TTM): $740M
Net margin: 7.3%
P/E: 32.99
Forward P/E: 24.39
Market cap: $22.7B

Valuation

P/S2.38
P/B4.94
Dividend yield1.1%

Quality

Operating margin11.9%
ROE16.3%
ROA8.4%

Growth

Beta0.82

Earnings

Recent earnings versus expectations

Last 8 quarters

QuarterEPS resultNext day

Q2 '26beat +1.7%+2.5%

Q1 '26beat +12.7%+4.8%

Q4 '25miss -3.7%-2.7%

Q3 '25miss -3.2%+2.2%

Q2 '25beat +1.6%Not available

Q1 '25beat +4.5%Not available

Smart money

Filed positions and reported activity tied to this stock.

8 funds hold a position and insiders have been net selling.

Real smart money

Funds holding this stock

8 holders

Combined position$3.0B

M
Millennium
Israel Englander · Q1 2026 13F
$236.8M
position
C
Citadel
Ken Griffin · Q1 2026 13F
$60.9M
position
B
Balyasny
Dmitry Balyasny · Q1 2026 13F
$57.4M
position
TS
Two Sigma
Q1 2026 13F
$52.6M
position
P
Point72
Steven Cohen · Q4 2025 13F
$8.8M
position

Show all 8 holders

B
BlackRock
Q1 2026 13F
$1.6B
position
JC
JPMorgan Chase
Q1 2026 13F
$716.4M
position
FL

Insiders

What insiders are doing

1 trade · 6 mo

Sold$2.0M

Sells (1)

KM
Kowlzan Mark W
Chairman & CEO · May 28
$2.0M
sold

Checking federal contract awards

Coverage gaps for PKGNo recent market-voice mention

Technicals

Trend, range, and the price levels that matter.

Technicals

Price structure

This stock is in a strong uptrend.

Trend

Strong uptrend

100 / 100

RSI 14

65balanced

20D volatility

38%annualized

52-week range

$254.39

$184.47$254.49

20D support

$222.74recent floor

20D resistance

$254.49recent ceiling

Returns

5D +9.1%20D +5.5%60D +15.0%

Price vs moving averages

SMA20 +9.2%SMA50 +12.5%SMA200 +18.7%

Volume pace

1.01xvs prior 20D

News

Recent coverage and its overall tone.

News

What the news says

50 articles · 7 days

Coverage leans bullish

25 bullish · 17 neutral · 8 bearish

Tone of tracked coverage

Packaging Corporation of America $PKG Shares Purchased by PNC Financial Services Group Inc.
BullishJul 26
Packaging Corporation of America (PKG) Is Up 9.1% After Record Shipments And Containerboard Price Hike
BullishJul 25
Packaging Corp. of America Faces Higher Costs After Strong Q2 Results, UBS Says
NeutralJul 25
Why Paper Stocks Were Among the S&P 500’s Top Performers Friday
BullishJul 25
Weyerhaeuser (WY) Stock Looks Reasonable On Timber Cash Flow Outlook
NeutralJul 25
International Paper (NYSE:IP) surges 11% as containerboard pricing actions turn attention past Q2
BullishJul 25
Sonoco Products (SON) Stock Faces One Off Boost As Q2 EPS Challenges Bullish Narrative Baseline
NeutralJul 24
Packaging Corp. surges to record high on report of containerboard price hike (PKG:NYSE)
BullishJul 24

Q4 '24miss -2.4%Not available

Q3 '24beat +6.0%Not available

Q2 '26beat +1.7%

$2.35 actualNext day +2.5%

Q1 '26beat +12.7%

$2.40 actualNext day +4.8%

Q4 '25miss -3.7%

$2.32 actualNext day -2.7%

Q3 '25miss -3.2%

$2.73 actualNext day +2.2%

Q2 '25beat +1.6%

$2.48 actualNext day not available

Q1 '25beat +4.5%

$2.31 actualNext day not available

Q4 '24miss -2.4%

$2.47 actualNext day not available

Q3 '24beat +6.0%

$2.65 actualNext day not available

FMR LLC

Q1 2026 13F

$254.1M

position