Seaport Res Ptn Analysts Lower Earnings Estimates for PKG

Packaging Co. of America (NYSE:PKG) – Investment analysts at Seaport Res Ptn cut their Q1 2025 earnings estimates for shares of Packaging Co. of America in a research report issued on Thursday, January 30th. Seaport Res Ptn analyst M. Weintraub now forecasts that the industrial products company will post earnings per share of $2.25 for the quarter, down from their previous forecast of $2.33. The consensus estimate for Packaging Co. of America’s current full-year earnings is $11.31 per share. Seaport Res Ptn also issued estimates for Packaging Co. of America’s Q2 2025 earnings at $2.70 EPS, Q3 2025 earnings at $3.20 EPS, Q4 2025 earnings at $2.71 EPS and FY2025 earnings at $10.85 EPS.

Other research analysts have also issued reports about the company. Wells Fargo & Company dropped their price objective on Packaging Co. of America from $253.00 to $236.00 and set an “overweight” rating for the company in a research note on Thursday. Jefferies Financial Group upgraded shares of Packaging Co. of America from a “hold” rating to a “buy” rating and boosted their price target for the company from $215.00 to $280.00 in a research report on Wednesday, December 18th. Truist Financial reiterated a “buy” rating and issued a $265.00 target price (down previously from $282.00) on shares of Packaging Co. of America in a research note on Thursday. StockNews.com lowered Packaging Co. of America from a “buy” rating to a “hold” rating in a research note on Wednesday. Finally, Citigroup raised their target price on Packaging Co. of America from $232.00 to $235.00 and gave the company a “neutral” rating in a research note on Monday, January 6th. Three analysts have rated the stock with a hold rating and four have issued a buy rating to the stock. Based on data from MarketBeat, Packaging Co. of America currently has a consensus rating of “Moderate Buy” and a consensus price target of $233.00.

Packaging Co. of America Price Performance

Shares of Packaging Co. of America stock opened at $214.22 on Friday. Packaging Co. of America has a twelve month low of $159.57 and a twelve month high of $250.82. The company has a debt-to-equity ratio of 0.58, a quick ratio of 1.98 and a current ratio of 2.95. The firm has a market cap of $19.24 billion, a P/E ratio of 23.99, a price-to-earnings-growth ratio of 2.12 and a beta of 0.79. The firm’s 50-day simple moving average is $234.69 and its 200-day simple moving average is $220.01.

Packaging Co. of America (NYSE:PKG) last released its earnings results on Tuesday, January 28th. The industrial products company reported $2.47 EPS for the quarter, missing the consensus estimate of $2.51 by ($0.04). Packaging Co. of America had a net margin of 9.60% and a return on equity of 19.67%.

Institutional Investors Weigh In On Packaging Co. of America

Several institutional investors and hedge funds have recently bought and sold shares of the company. State Street Corp increased its position in Packaging Co. of America by 3.2% during the 3rd quarter. State Street Corp now owns 3,948,546 shares of the industrial products company’s stock worth $855,212,000 after purchasing an additional 123,050 shares in the last quarter. Charles Schwab Investment Management Inc. lifted its stake in shares of Packaging Co. of America by 3.5% in the 3rd quarter. Charles Schwab Investment Management Inc. now owns 2,937,113 shares of the industrial products company’s stock valued at $632,654,000 after acquiring an additional 98,223 shares during the last quarter. Geode Capital Management LLC grew its position in Packaging Co. of America by 0.6% during the 3rd quarter. Geode Capital Management LLC now owns 2,337,296 shares of the industrial products company’s stock worth $501,896,000 after acquiring an additional 12,936 shares during the last quarter. FMR LLC increased its holdings in Packaging Co. of America by 3.4% in the 3rd quarter. FMR LLC now owns 1,076,350 shares of the industrial products company’s stock worth $231,846,000 after purchasing an additional 35,827 shares in the last quarter. Finally, Stifel Financial Corp raised its position in Packaging Co. of America by 1,462.2% in the third quarter. Stifel Financial Corp now owns 573,073 shares of the industrial products company’s stock valued at $123,440,000 after purchasing an additional 536,389 shares during the last quarter. Institutional investors own 89.78% of the company’s stock.

Insider Activity at Packaging Co. of America

In other news, CFO Robert P. Mundy sold 12,500 shares of the firm’s stock in a transaction that occurred on Friday, November 8th. The shares were sold at an average price of $240.62, for a total transaction of $3,007,750.00. Following the completion of the transaction, the chief financial officer now directly owns 43,954 shares of the company’s stock, valued at $10,576,211.48. This trade represents a 22.14 % decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, SVP Joseph Vaughn sold 2,300 shares of the stock in a transaction on Tuesday, December 3rd. The shares were sold at an average price of $244.89, for a total transaction of $563,247.00. Following the completion of the sale, the senior vice president now owns 9,197 shares of the company’s stock, valued at approximately $2,252,253.33. This represents a 20.01 % decrease in their position. The disclosure for this sale can be found here. Insiders sold a total of 33,300 shares of company stock worth $8,064,152 in the last quarter. Corporate insiders own 1.60% of the company’s stock.

Packaging Co. of America Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Wednesday, January 15th. Stockholders of record on Friday, December 20th were issued a $1.25 dividend. This represents a $5.00 annualized dividend and a dividend yield of 2.33%. The ex-dividend date was Friday, December 20th. Packaging Co. of America’s dividend payout ratio (DPR) is 55.99%.

Packaging Co. 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.