Packaging Corporation of America (NYSE:PKG) Given New $227.00 Price Target at Citigroup

Packaging Corporation of America (NYSE:PKG) had its price target upped by Citigroup from $226.00 to $227.00 in a research report report published on Thursday,Benzinga reports. They currently have a neutral rating on the industrial products company’s stock.

A number of other research analysts have also recently commented on PKG. Wall Street Zen raised Packaging Corporation of America from a “sell” rating to a “hold” rating in a research note on Saturday, January 3rd. Truist Financial dropped their target price on Packaging Corporation of America from $273.00 to $270.00 and set a “buy” rating on the stock in a research report on Thursday. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of Packaging Corporation of America in a research report on Monday, December 29th. JPMorgan Chase & Co. increased their price target on Packaging Corporation of America from $238.00 to $245.00 and gave the company an “overweight” rating in a research note on Friday, December 5th. Finally, Wells Fargo & Company upped their target price on Packaging Corporation of America from $233.00 to $234.00 and gave the company an “overweight” rating in a research report on Thursday. Four equities research analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the company. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and an average target price of $236.00.

Packaging Corporation of America Stock Performance

Shares of NYSE PKG opened at $220.45 on Thursday. Packaging Corporation of America has a 52-week low of $172.71 and a 52-week high of $231.12. The company has a debt-to-equity ratio of 0.84, a quick ratio of 2.00 and a current ratio of 3.16. The firm’s fifty day moving average is $208.84 and its two-hundred day moving average is $206.83. The company has a market cap of $19.84 billion, a P/E ratio of 25.72, a P/E/G ratio of 1.63 and a beta of 0.88.

Packaging Corporation of America (NYSE:PKG) last released its quarterly earnings data on Tuesday, January 27th. The industrial products company reported $2.32 EPS for the quarter, missing the consensus estimate of $2.41 by ($0.09). Packaging Corporation of America had a net margin of 8.61% and a return on equity of 19.18%. The business had revenue of $2.36 billion for the quarter, compared to the consensus estimate of $2.43 billion. During the same quarter last year, the business earned $2.47 EPS. Packaging Corporation of America’s revenue for the quarter was up 10.1% compared to the same quarter last year. Packaging Corporation of America has set its Q1 2026 guidance at 2.200-2.20 EPS. As a group, analysts anticipate that Packaging Corporation of America will post 10.44 EPS for the current fiscal year.

Packaging Corporation of America Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Wednesday, January 14th. Investors of record on Monday, December 15th were given 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 was Monday, December 15th. Packaging Corporation of America’s payout ratio is presently 50.56%.

Institutional Trading of Packaging Corporation of America

Several large investors have recently added to or reduced their stakes in PKG. UBS Group AG grew its position in Packaging Corporation of America by 40.6% in the fourth quarter. UBS Group AG now owns 768,458 shares of the industrial products company’s stock worth $158,479,000 after acquiring an additional 222,023 shares during the period. AEGON ASSET MANAGEMENT UK Plc lifted its position in shares of Packaging Corporation of America by 1.2% during the 4th quarter. AEGON ASSET MANAGEMENT UK Plc now owns 48,619 shares of the industrial products company’s stock worth $10,030,000 after purchasing an additional 596 shares during the last quarter. Vanguard Group Inc. increased its stake in Packaging Corporation of America by 0.5% in the fourth quarter. Vanguard Group Inc. now owns 11,279,442 shares of the industrial products company’s stock valued at $2,326,159,000 after purchasing an additional 51,790 shares during the last quarter. Concurrent Investment Advisors LLC increased its position in shares of Packaging Corporation of America by 243.9% during the fourth quarter. Concurrent Investment Advisors LLC now owns 18,841 shares of the industrial products company’s stock worth $3,886,000 after purchasing an additional 13,363 shares in the last quarter. Finally, TKG Advisors LLC raised its position in Packaging Corporation of America by 117.7% in the 4th quarter. TKG Advisors LLC now owns 12,616 shares of the industrial products company’s stock valued at $2,602,000 after purchasing an additional 6,820 shares during the last quarter. 89.78% of the stock is currently owned by hedge funds and other institutional investors.

Key Packaging Corporation of America News

Here are the key news stories impacting Packaging Corporation of America this week:

• Positive Sentiment: Wells Fargo raised its price target from $233 to $234 and kept an “overweight” rating, signaling continued confidence in PKG’s outlook and providing upside support for the stock. Wells Fargo PT raise
• Positive Sentiment: Truist trimmed its target slightly (from $273 to $270) but maintained a “buy” rating — the high target and buy stance reinforce bullish analyst sentiment despite the small cut. Truist PT update
• Neutral Sentiment: Citigroup nudged its target from $226 to $227 and kept a “neutral” rating, a modest change that is unlikely to materially move the stock by itself but adds to the chorus of analyst attention. Citigroup PT update
• Neutral Sentiment: Investors can review the company’s Q4 2025 earnings call transcript for management commentary on volumes, margins, M&A impacts and guidance — useful for parsing near-term risks and catalysts. Earnings call transcript
• Negative Sentiment: Zacks reports PKG missed Q4 EPS estimates and logged revenue slightly below consensus; higher year-over-year sales were offset by lower volumes, margin pressure and acquisition-related headwinds — these operational issues explain downward pressure on near-term profitability. Earnings miss article

Packaging Corporation of America Company Profile

Packaging Corporation of America (NYSE: PKG) is a leading North American manufacturer of containerboard and corrugated packaging products. The company produces a range of paper-based packaging solutions including linerboard, corrugating medium, corrugated shipping containers, retail-ready packaging and point-of-purchase displays. In addition to core packaging products, Packaging Corporation of America offers packaging design, testing and supply-chain services intended to optimize protection, cost and sustainability for customers.

Headquartered in Lake Forest, Illinois, the company operates an integrated network of mills and corrugated manufacturing facilities across the United States and serves customers throughout North America in industries such as e-commerce, grocery and food & beverage, consumer packaged goods and industrial markets.