Packaging Corp CEO to field questions at Bank of America event
Packaging Corporation of America's CEO, Mark Kowlzan, will speak at Bank of America Securities' Global Agriculture and Materials Conference on Thursday, February 26, 2026. He and CFO Kent Pflederer will participate in a Q&A session and host one-on-one meetings. A webcast of the fireside chat will be available on the company's website.
Packaging Corporation Stock: Analyst Estimates & Ratings
Packaging Corporation of America (PKG) has outperformed the S&P 500 over the past year, driven by strong e-commerce and improved demand. Despite a Q4 earnings miss, analysts project a 13.7% EPS growth for fiscal 2026, leading to a "Moderate Buy" consensus. JPMorgan analyst Detlef Winckelmann maintains a "Buy" rating with a $250 price target for PKG.
3 Reasons to Avoid KRT and 1 Stock to Buy Instead
This article explains why investors should avoid Karat Packaging (KRT), citing lackluster revenue growth, a dip in EPS, and mediocre free cash flow margins. It suggests that while the stock trades at a fair 16.7x forward P/E, it doesn't meet the author's quality test. Instead, the article recommends exploring StockStory's "Top 5 Growth Stocks" for better investment opportunities.
Aberdeen Group plc Has $9.04 Million Position in Packaging Corporation of America $PKG
Aberdeen Group plc reduced its stake in Packaging Corporation of America (NYSE:PKG) by 10.4%, valuing its remaining 41,778 shares at $9.04 million. This comes after the company missed quarterly earnings estimates with an EPS of $2.32 and revenue of $2.36 billion. Despite some institutional buying, an insider also sold a significant number of shares, while several analysts maintain a "Moderate Buy" rating with an average target price of $236.00.
Industrial Packaging Stocks Q4 In Review: Silgan Holdings (NYSE:SLGN) Vs Peers
This article reviews the Q4 earnings for industrial packaging companies, highlighting Silgan Holdings (NYSE: SLGN) and its peers. Silgan Holdings exceeded revenue expectations, driven by strategic initiatives and integration of acquisitions. The article also details the performance of Ball (NYSE: BLL) as the best Q4 performer and Packaging Corporation of America (NYSE: PKG) as the weakest, alongside results for Crown Holdings (NYSE: CCK) and Graphic Packaging Holding (NYSE: GPK).
JPMorgan Chase & Co. Has $672.36 Million Position in Packaging Corporation of America $PKG
JPMorgan Chase & Co. increased its stake in Packaging Corporation of America (NYSE:PKG) by 13.7% in Q3, now holding 3,085,196 shares valued at approximately $672.36 million. Despite missing Q3 earnings estimates, the company's revenue grew 10.1% year-over-year, and analysts forecast an EPS of 10.44 for the fiscal year, with a "Moderate Buy" consensus rating. Packaging Corporation of America also declared a quarterly dividend of $1.25 per share.
Q4 Earnings Highlights: Avery Dennison (NYSE:AVY) Vs The Rest Of The Industrial Packaging Stocks
This article analyzes the Q4 2025 earnings of Avery Dennison (NYSE:AVY) and compares its performance to other industrial packaging companies. While Avery Dennison had a mixed quarter with slight revenue misses but solid EPS guidance, other companies like Ball (NYSE:BLL) significantly beat expectations, and Packaging Corporation of America (NYSE:PKG) had a disappointing quarter with significant misses. The industrial packaging sector saw overall slower Q4 growth but resilient share prices post-earnings.
Sonoco Products Company Q4 2025 Earnings Call Summary
Sonoco Products Company finalized its multi-year portfolio transformation, concentrating on two core segments: Consumer and Industrial, aiming for increased earnings predictability. The company reported strong performance in U.S. Metal Packaging and significant debt reduction. Sonoco also outlined strategic targets for 2026-2028, focusing on margin expansion, organic growth, and prioritizing debt repayment over share repurchases.
Sonoco Reports Fourth Quarter and Full Year 2025 Results
Sonoco Products Company reported strong financial results for the fourth quarter and full year ended December 31, 2025, with net sales growing 29.7% in Q4 to $1.8 billion, primarily driven by acquisition activity. The company achieved significant increases in GAAP net income and diluted EPS, largely due to the gain on the sale of its ThermoSafe business. Sonoco also announced a streamlined two-segment reporting structure for 2026 and provided an optimistic outlook for adjusted diluted EPS and adjusted EBITDA.
Industrial Packaging Stocks Q4 Teardown: Crown Holdings (NYSE:CCK) Vs The Rest
This article analyzes the Q4 earnings performance of industrial packaging companies, highlighting Crown Holdings (NYSE:CCK), which reported revenues of $3.13 billion, exceeding expectations. Ball (NYSE:BLL) delivered the best performance with significant revenue beats, while Packaging Corporation of America (NYSE:PKG) had the weakest relative to analyst estimates. The sector generally saw slower Q4 results but resilient share prices, with a focus on eco-friendly packaging trends.
ABN Amro Investment Solutions Lowers Holdings in Packaging Corporation of America $PKG
ABN Amro Investment Solutions reduced its stake in Packaging Corporation of America (PKG) by 30.6%, selling 5,355 shares and ending Q3 with 12,140 shares valued at $2.646 million. This reduction comes after the company missed Q4 earnings and revenue estimates and provided Q1 2026 guidance below analyst expectations. Despite the sale, institutional ownership remains high at 89.78%, and analysts currently rate PKG as a "Moderate Buy" with an average price target of $236.
Industrial Packaging Stocks Q4 Teardown: Crown Holdings (NYSE:CCK) Vs The Rest
The article provides a Q4 earnings teardown of industrial packaging stocks, focusing on Crown Holdings (NYSE:CCK) and its peers. It highlights revenue performance, analyst estimate beats or misses, and stock reactions for companies like Ball (NYSE:BALL), Packaging Corporation of America (NYSE:PKG), Silgan Holdings (NYSE:SLGN), and Graphic Packaging Holding (NYSE:GPK). The sector saw slower Q4 results overall, but share prices have generally shown resilience.
Cibc World Market Inc. Acquires Shares of 110,469 Ball Corporation $BALL
CIBC World Market Inc. has acquired 110,469 shares of Ball Corporation (NYSE:BALL) in the third quarter, valued at approximately $5.57 million, increasing institutional ownership to about 86.51%. Analysts currently rate Ball as a consensus "Moderate Buy" with an average price target of $68.46, with some firms raising targets up to $70-$75. Ball recently exceeded quarterly earnings and revenue estimates and announced a quarterly dividend of $0.20 per share.
Caprock Group LLC Makes New $1.27 Million Investment in Packaging Corporation of America $PKG
Caprock Group LLC has made a new $1.27 million investment in Packaging Corporation of America (NYSE:PKG) by purchasing 5,843 shares. This new stake makes Caprock one of several institutional investors to modify their holdings in the industrial products company. Other significant investors like Norges Bank, Bank of New York Mellon Corp, and American Century Companies Inc. also increased their stakes, bringing institutional ownership to 89.78%.
Can Packaging Corp of America Still Surprise Wall Street After Its Run-Up?
Packaging Corp of America (PCA) has significantly outperformed the market over the past year, driven by strong demand for corrugated packaging and effective cost management. Despite a rally that has pushed its stock near 52-week highs, Wall Street analysts are becoming more constructive, with some raising price targets following better-than-expected earnings. The company's future hinges on its ability to meet structural demand, differentiate its products through value-added solutions, and skillfully manage capital allocation amid environmental and regulatory pressures.
Can Packaging Corp of America Still Surprise Wall Street After Its Run-Up?
Packaging Corp of America has seen a significant stock rally with a 20-25% price gain over the past year, outperforming the broader market due to resilient box demand and strong pricing. Despite this run-up, the company's recent earnings topped analyst expectations, driven by disciplined capacity management, favorable pricing, and cost control. Wall Street's sentiment has turned more constructive, but analysts note the stock is trading at a premium, suggesting future gains hinge on continued modest volume growth, sustainability-driven upgrades, and disciplined capital deployment.
Packaging Corporation of America (NYSE:PKG) Given Average Recommendation of "Moderate Buy" by Analysts
Packaging Corporation of America (NYSE:PKG) has received a consensus "Moderate Buy" rating from analysts, with an average one-year target price of $236.00, below its current trading price of $246.00. The company recently reported Q4 earnings of $2.32 per share, missing estimates, though revenue was up 10.1% year-over-year. PKG also announced a quarterly dividend of $1.25, and institutional investors collectively own 89.78% of the stock.
Form 144: Packaging Corp of America (PKG.US) Executive Plans to Sell $6.53 Million in Common Stock
An executive at Packaging Corp of America (PKG.US), Thomas A. Hassfurther, plans to sell 26,450 shares worth approximately $6.53 million on February 13, 2026. This sale follows a previous reduction in his shareholding by 12,129 shares since February 5, 2026, valued at about $2.8 million. The article also provides analyst ratings which generally forecast a fall in PKG stock price but recommend buying, citing an attractive entry point after a Q4 earnings miss.
Does Weyerhaeuser’s (WY) Cash Return Framework Reveal Its True Capital Allocation Priorities?
Weyerhaeuser (WY) recently declared a quarterly base dividend and reaffirmed its cash return framework, aiming to distribute 75-80% of annual adjusted funds through base dividends, supplemental payouts, and opportunistic share repurchases. This strategy links shareholder returns directly to the company's Timberlands and Wood Products cash flows, highlighting the importance of housing demand and lumber pricing for its financial performance. While offering potential upside, it also exposes investors to risks from weaker lumber prices or a slowdown in the housing market.
334,900 Shares in Park Hotels & Resorts Inc. $PK Bought by ING Groep NV
ING Groep NV acquired a new stake of 334,900 shares in Park Hotels & Resorts Inc. (NYSE:PK) during Q3, valued at approximately $3.71 million, representing about 0.17% ownership. This comes as analysts have lowered price targets for PK and given it a consensus "Reduce" rating with an average target of $11.27. Despite insider buying by director Christie B. Kelly, the stock opened down 2.1% at $11.45.
Illinois Municipal Retirement Fund Raises Stake in Packaging Corporation of America $PKG
The Illinois Municipal Retirement Fund increased its stake in Packaging Corporation of America (PKG) by 13.4% to 51,570 shares, valued at $11.24 million. Other major institutions like Vanguard, State Street, BNY Mellon, and American Century also significantly boosted their holdings, bringing institutional ownership to nearly 90%. Despite reporting Q1 2026 revenue and EPS below consensus, the company's stock shows a 2.0% dividend yield and a strong market cap.
International Paper: One Million Acres of Forestland Conserved
International Paper announced it has surpassed its sustainability goal of conserving and restoring one million acres of ecologically significant forestland, achieving this milestone six years ahead of schedule. The company reaffirmed its commitment to nature conservation with a $15.3 million investment in key conservation partners like the National Fish and Wildlife Foundation, supporting initiatives that protect and restore millions of acres of southern forestlands. This achievement highlights International Paper's dedication to environmental stewardship, biodiversity protection, and sustainable land management.
Packaging Corp of America stock hits 52-week high at $247.66
Packaging Corp of America (PKG) stock recently hit a 52-week high of $249.11, demonstrating strong performance with a 22.49% total return over the last 12 months. Despite this, InvestingPro analysis suggests the stock might be trading above its Fair Value and is in overbought territory. The company also recently reported Q4 2025 earnings and revenue below analyst expectations, though it remains optimistic about future strategic investments.
Q4 Industrial Packaging Earnings: Ball (NYSE:BALL) Impresses
Ball (NYSE:BALL) reported impressive Q4 earnings, with revenues up 16.2% year-on-year, exceeding analysts' expectations by 7.3%. The company's strong performance, reflecting disciplined execution and a robust business system, led to record earnings per share and significant returns to shareholders. While Ball and Crown Holdings (NYSE:CCK) posted strong results, Packaging Corporation of America (NYSE:PKG) had a weaker quarter, missing revenue estimates.
A Look At Packaging Corp Of America (PKG) Valuation After Earnings Miss And Mixed Analyst Reactions
Packaging Corporation of America (PKG) is under scrutiny after missing Q4 earnings, despite a strong past performance. Analysts are divided on its valuation, with one narrative suggesting it's 6.1% overvalued at around $244.55, while a DCF model indicates a 46.6% discount, pointing to a fair value of $458.20 per share. The company's future hinges on productivity improvements, sustained demand, and managing operational costs, as investors weigh current earnings multiples against long-term cash generation potential.
Packaging Corp of America stock hits 52-week high at $247.66
Packaging Corp of America (PKG) stock reached a 52-week high of $249.11, demonstrating strong performance with a 22.49% total return over the last year and consistent dividend payments. Despite a recent Q4 2025 earnings miss, the company maintains investor confidence through strategic investments. Analysts will closely monitor PKG, as InvestingPro suggests it may be trading above its Fair Value and in overbought territory.
Packaging Corp of America stock hits 52-week high at $247.66
Packaging Corp of America (PKG) achieved a 52-week high of $249.11, fueled by a 22.49% total return over the past year and consistent dividend payments. Despite this strong performance, the company recently reported fourth-quarter earnings for 2025 that missed analyst expectations. Investors are monitoring future movements and analyst assessments, especially considering InvestingPro's analysis suggesting the stock might be trading above its Fair Value.
Smurfit Westrock (SW) stock price rises 3% as investors digest new 2030 targets, buyback plan
Smurfit Westrock's stock rose 3% after the company announced ambitious 2030 targets for adjusted EBITDA and free cash flow, alongside plans for potential share buybacks starting in 2027. Investors are focused on the company's ability to drive profit growth in North America post-merger integration. The company also provided first-quarter and full-year EBITDA guidance and reiterated its quarterly dividend.
Zacks Research Issues Pessimistic Estimate for PKG Earnings
Zacks Research has lowered its Q1 2026 earnings per share estimates for Packaging Corporation of America (NYSE:PKG) to $2.20, down from a previous estimate of $2.38. This pessimistic revision comes amidst last quarter's earnings missing consensus estimates and with other analysts maintaining a "Moderate Buy" rating for the stock. Despite some positive sentiments like institutional interest and dividend stability, negative factors such as increased short interest and insider selling are noted.
Recent Bearish Trend for Packaging Corporation (PKG) Offers Attractive Entry Point
Packaging Corporation of America (NYSE: PKG) is experiencing a bearish trend after missing fourth-quarter earnings expectations, which analysts view as a compelling buying opportunity. Truist Financial maintained a Buy rating and a $270 price target, citing strong demand for 2026. Citi, however, has a Neutral rating with a $227 price target but anticipates positive indicators and price hikes in March.
Packaging Corporation of America (NYSE:PKG) Hits New 1-Year High - Here's Why
Packaging Corporation of America (NYSE:PKG) recently hit a new 52-week high of $240.79. The stock is currently rated as a "Moderate Buy" by analysts, with a consensus target price of $236.00. The company also announced a quarterly dividend of $1.25 per share, and an insider recently sold a significant portion of their shares.
Recent Bearish Trend for Packaging Corporation (PKG) Offers Attractive Entry Point
Packaging Corporation of America (NYSE:PKG) is facing a bearish trend after missing Q4 earnings, but analysts see this as an attractive entry point. Truist Financial maintained a Buy rating with a 13% upside potential, while Citi maintained a Neutral rating but expects positive indicators from upcoming price hikes in March. The company manufactures various packaging and paper products and is considered one of the top paper and plastic packaging stocks.
Packaging Corporation of America (PKG): Buy, Sell, or Hold Post Q4 Earnings?
This article analyzes Packaging Corporation of America (PKG) after its Q4 earnings, suggesting caution for investors despite recent stock price gains. The authors highlight weak sales volumes, shrinking operating margins, and declining return on invested capital (ROIC) as reasons to be wary. While acknowledging the current valuation as reasonable, the article concludes that there are likely better investment opportunities elsewhere.
Smurfit Westrock Closures Quebec: La Tuque & Pointe-aux-Trembles Facilities Shut - News and Statistics
Smurfit Westrock plc is permanently shutting down a paper machine at its La Tuque mill and closing an extrusion facility in Pointe-aux-Trembles, Quebec, resulting in approximately 90 job losses. These closures are part of a strategic effort to strengthen paperboard operations and enhance long-term competitiveness by optimizing its SBS portfolio and focusing on higher-performing assets. The company will provide support to affected employees, including career transition assistance and severance packages.
Packaging Corporation of America (PKG): Buy, Sell, or Hold Post Q4 Earnings?
This article analyzes Packaging Corporation of America (PKG) after its Q4 earnings, advising caution despite recent stock price increases. The author highlights concerns including weak sales volumes, a shrinking operating margin, and declining return on invested capital (ROIC). While acknowledging the stock's reasonable valuation, the analysis suggests there are better investment opportunities available.
Thomas Hassfurther Sells 12,129 Shares of Packaging Corporation of America (NYSE:PKG) Stock
Thomas Hassfurther, President of Packaging Corporation of America (NYSE:PKG), sold 12,129 shares of PKG stock on February 5th at an average price of $230.50, totaling over $2.79 million. Following the sale, Hassfurther's stake in the company decreased by 5.8% to 197,062 shares. The company recently reported Q4 earnings that missed estimates, with an EPS of $2.32 against an expected $2.41, though revenue increased 10.1% year-over-year to $2.36 billion.
Hassfurther, Packaging Corp president, sells $2.8m in stock By Investing.com
Thomas A. Hassfurther, President of Packaging Corporation of America (NYSE:PKG), sold 12,129 shares of company stock for approximately $2.8 million on February 5, 2026. This transaction leaves him with direct ownership of 197,062 shares and indirect ownership of additional shares through various plans. The sale follows a recent report of the company missing analyst expectations for its fourth-quarter earnings in 2025, although it expressed optimism for future growth.
Hassfurther, Packaging Corp president, sells $2.8m in stock
Thomas A. Hassfurther, President of Packaging Corporation of America (NYSE:PKG), sold 12,129 shares of common stock for approximately $2.8 million on February 5, 2026. Following this transaction, Hassfurther directly and indirectly holds a significant number of shares in the company. This news follows the company's Q4 2025 earnings which missed analyst expectations, though the company remains optimistic about future growth.
DA Davidson reiterates Neutral rating on Kadant stock amid sector caution
DA Davidson has reaffirmed its Neutral rating and $295.00 price target for Kadant Inc. (NYSE:KAI), citing cautious sentiment in the pulp, paper, and packaging equipment sector following a peer's results. The firm highlighted risks like weaker demand for parts and consumables, Kadant's elevated valuation multiples (P/E of 39.78, EV/EBITDA of 19.89), and an anticipated subdued organic growth outlook for 2026, despite a "GOOD" financial health score. Kadant recently announced the acquisition of voestalpine Böhler Profil GmbH & Co KG, set to close in Q1 2026, and approved a quarterly cash dividend of $0.34 per share.
International Paper Split Puts Spotlight On Valuation Gap And Restructuring Risks
International Paper (NYSE:IP) plans to separate its North American and EMEA packaging divisions into two independent companies, which is part of its ongoing restructuring efforts. This split is expected to impact the business organization, capital allocation, and value sharing among investors. The decision brings focus to valuation gaps, execution risks, and how each new entity will manage its balance sheet, capital priorities, and dividend policies.
Savant Capital LLC Acquires 4,277 Shares of Packaging Corporation of America $PKG
Savant Capital LLC increased its stake in Packaging Corporation of America (NYSE:PKG) by 35.2% in the third quarter, purchasing an additional 4,277 shares to bring its total holdings to 16,433 shares valued at approximately $3.58 million. This acquisition is part of a broader trend of institutional investment in PKG, with other firms like Envestnet Asset Management Inc. also increasing their positions, resulting in institutional investors owning nearly 90% of the stock. Despite missing quarterly earnings and revenue estimates, the company declared a quarterly dividend of $1.25 per share.
Smurfit Westrock's (NYSE:SW) Shareholders Will Receive A Bigger Dividend Than Last Year
Smurfit Westrock (NYSE:SW) announced an increased dividend payment of $0.4523, resulting in an annual yield of 4.2%. However, the company's current payout ratio of 111% of earnings is unsustainable, although future EPS growth is projected to bring the payout ratio down to a more comfortable 50%. Despite the dividend increase, the company has a history of dividend cuts and declining EPS over the past five years, raising concerns about the long-term stability of its dividend.
Sealed Air Corp.: How a Packaging Veteran Is Turning Bubbles, Film and Data Into a Smart Manufacturing Platform
Sealed Air Corp. is transforming from a traditional packaging company into a smart manufacturing platform by integrating automation, data, and sustainability into its product offerings. The company is leveraging its expertise in materials, robotics, and digital services to optimize packaging solutions for e-commerce and food processing, positioning itself as an essential infrastructure provider. This strategic shift aims to create deeper customer integration and provide a competitive edge against market rivals.
Is Silgan (SLGN) Quietly Rewriting Its Story Around High-Value Closures After Mixed 2025 Results?
Silgan Holdings Inc. reported mixed Q4 and full-year 2025 results, with increased sales but a drop in quarterly net income. Despite this, the company's focus on high-value dispensing and specialty closures, supported by recent acquisitions, is seen as a key aspect of its investment narrative. Investors are now watching the integration synergies, growth in specific packaging sectors, and the effective use of its share buyback program.
Truist Financial Remains a Hold on Greif Class A (GEF)
Truist Financial analyst Michael Roxland reiterated a Hold rating on Greif Class A (GEF) with a price target of $79.00. This rating aligns with another Hold from TipRanks – xAI’s xAi Packaging and Containers, though TipRanks – PerPlexity recently upgraded GEF to a Buy. The company reported a quarterly revenue of $994.8 million and a net profit of $174.6 million, and insider sentiment on the stock is neutral.
Packaging Corporation of America $PKG Shares Sold by Allianz Asset Management GmbH
Allianz Asset Management GmbH recently reduced its stake in Packaging Corporation of America (NYSE:PKG) by 4.7% in Q3, selling 7,247 shares, though other major institutions like Vanguard and Bank of New York Mellon increased their holdings. Despite missing EPS estimates for the quarter, the company's revenue rose 10.1% year-over-year, and analysts maintain a "Moderate Buy" consensus with a $236 average target price. Packaging Corporation of America declared a quarterly dividend of $1.25 per share, representing an annualized dividend of $5.00 and a 2.2% yield.
International Paper (IP) Valuation Check After Losses Transformation Costs And Planned Packaging Business Split
International Paper (IP) is undergoing significant changes, including reporting Q4 and full-year 2025 losses and planning to split its North American and EMEA packaging businesses. Despite recent losses, the stock shows short-term momentum with recent share price gains, although long-term holders have seen declines. The company is considered 6.3% undervalued against a fair value of $47.35, with expectations that capital investments will improve margins, though execution risks remain.
Packaging Corporation of America (PKG) Is Up 5.3% After Q4 Miss, Greif Integration Costs and Price Hike
Packaging Corporation of America (PKG) saw its stock rise 5.3% despite reporting a fourth-quarter 2025 earnings miss, with sales up but net income and EPS down year-over-year. The company attributed weaker profitability to higher operating costs, lower volumes, and integration expenses from the Greif acquisition, even as it announced a US$70 per ton price increase and planned US$250 million in energy projects. Investors are now closely watching the successful integration of Greif, the impact of energy projects, and whether the price hike will stick to offset rising costs and debt.
Graphic Packaging 2025 Financial Results: Net Sales Drop 2%, EBITDA Down 20% - News and Statistics
Graphic Packaging Holding Company reported a decline in its 2025 financial results, with full-year net sales decreasing by 2% to $8.62 billion and EBITDA down 20%. Fourth-quarter net sales were $2.10 billion, and EBITDA for the quarter fell by 19%. CEO Robbert Rietbroek stated that the company will focus on cost discipline, operational efficiency, and free cash flow generation in 2026 to improve performance.
AMCR Q2 Earnings Top Estimates, Sales Miss as Volume Decline Continues
Amcor Plc (AMCR) reported Q2 fiscal 2026 adjusted EPS of 86 cents, exceeding the Zacks Consensus Estimate, while total revenues of $5.45 billion missed expectations despite a 68% year-over-year surge due to acquisitions. Volume declines continued to impact both Flexible and Rigid Packaging segments, although adjusted EBITDA margins expanded. The company maintained its fiscal 2026 adjusted EPS guidance of $4.00-$4.15.
