NYSE: PKG

Packaging Corporation of America (PKG) Stock Analysis & Forecast

Sep 28 close

$234.52−2.66 (−1.1%)

Gekko Brief

AI summary

Packaging Corporation of America reported Q2 2026 sales of $2.49 billion, up from $2.17 billion a year earlier, though GAAP net income eased to $192.1 million from $241.5 million. Alongside the results, JPMorgan raised its price target to $320 from $312 while maintaining an Overweight rating, and other coverage cited an average target price of $271.14 with a Moderate Buy rating from ten research firms. Separately, the company submitted a request to FERC to reclassify the hazard potential of its Grandmother Falls Hydroelectric Project from high to low, based on new technical findings.

PKG closed at $234.52, down 1.1%, sitting between its 50-day average of $242.92 and 200-day average of $225.96. The GekkoIndex reads 60.2, placing the stock in the Accumulation zone, while the current price sits 8.2% above the Gekko Fair Value of $216.71.

The next earnings date falls on 21 October 2026, 22 days out and within a typical 20-trading-day holding window; the prior quarter's adjusted EPS of $2.40 beat the $2.13 estimate with a 2.1% reaction. No insider, Congress or unusual options activity appears in the current windows. Seasonally, the next 20 trading days have averaged -0.4% over five years, rising in 2 of them, a pattern worth noting alongside the upcoming report.

Written by AI and checked automatically against the figures on this page. Generated Sep 29, 2026 from the data above.

Packaging Corporation of America price vs fair value

$234.52$216.71Sep ’25Mar ’26Sep ’26
Close $234.52200-day averageGekko Fair Value $216.71

Packaging Corporation of America quick facts

Market cap
$20.90B
P/E ratio
30.8
Forward P/E
18.7
EPS, TTM
$7.69
Revenue, TTM
$9.53B
Profit margin
7.3%
Dividend yield
2.20%
Beta
0.80
Volume
682,169 avg 617,497
1-year return
+10.0%
Typical daily move
±2.2%
Typical 20-day move
±4.4%
50-day average
$242.92
200-day average
$225.96
Next earnings
Oct 21
Shares outstanding
89.10M
52-week range
$191.50$259.98

Packaging Corporation of America swing-trade checklist

Packaging Corporation of America scores 1 supportive, 1 mixed and 3 headwinds across the 5 checklist items with data.

Six things swing traders check before a 20-day hold, read from the latest data.

1 supportive1 mixed3 headwinds

  • Trendmixed

    Averages disagree

    Close $234.52 sits between the 50-day ($242.92) and 200-day ($225.96) averages, or the averages disagree.

    See the chart
  • GekkoIndexsupportive

    60.2, Accumulation

    Reading 60.2 is in the Accumulation zone.

    See the GekkoIndex
  • Fair valueheadwind

    8.2% above

    Price is 8.2% above Gekko Fair Value (more than 5% above).

    See fair value
  • Smart moneyno data

    No data

    No insider, Congress or unusual options activity in the window.

    See smart money
  • Earnings riskheadwind

    Reports in 22 days

    Reports on Oct 21, 2026, 22 days away — inside a typical 20-trading-day hold.

    See earnings
  • Seasonalityheadwind

    −0.4% on average

    From this point in the calendar, the next 20 trading days averaged −0.4% over 5 years, rising in 2 of them.

    See seasonality

A description of current data, not a recommendation. How this page works

Packaging Corporation of America stock chart and price history

Packaging Corporation of America closed at $234.52 on Sep 28, 2026, +10.0% over the past year, inside a 52-week range of $191.50 to $259.98.

Close50-day average200-day averageVolume
Packaging Corporation of America share price, past year, with 50-day and 200-day moving averages and volume$200$220$240$260NovDecJan 2026FebMarAprMayJunJulAugSep234.52

Use the left and right arrow keys to read daily values.

Performance Breakdown

1 month
−3.8%
3 months
−1.3%
6 months
+10.5%
1 year
+10.0%
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Follow Packaging Corporation of America through every session

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About Packaging Corporation of America

Packaging Corporation of America makes containerboard and corrugated packaging, supplying materials used to protect and ship goods. It is recognized for producing standard shipping containers, colorful retail boxes and point-of-sale displays, honeycomb protective packaging, and packaging suited to perishable items such as meat and produce, along with processed foods and beverages and other consumer and industrial goods.

The business runs through two divisions. The Packaging division handles the corrugated product line and reaches buyers through a direct sales team, independent brokers, and distribution partners. The Paper division produces commodity and specialty papers, including cut-size office paper and printing and converting papers, with white paper products sold through its own internal sales and marketing staff.

Packaging Corporation of America traces its history back to 1867 and is headquartered in Lake Forest, Illinois. Its shares are listed on the NYSE under the ticker PKG.

Listed
NYSE
Sector
Process industries
Industry
Containers/Packaging
Website
packagingcorp.com

Packaging Corporation of America GekkoIndex: the smart money zone

Packaging Corporation of America’s GekkoIndex — Gekko’s 0 to 100 smart money score — reads 60.2, in the Accumulation zone, down 0.2 points over five sessions.

010060.2Accumulation

Down 0.2 points over five sessions.

Reading for Sep 28, 2026

What followed past readings in each zone

ZoneReadings5 days10 days20 days50 days
Buying26+1.4%+1.2%+0.5%−2.4%
Accumulation (current zone)203+0.3%+1.0%+1.8%+4.2%
Neutral397+0.4%+0.4%+1.0%+3.3%
Distribution45−0.5%+0.6%+1.5%+0.7%
Selling1Too few readings yet

Average PKG share-price change over the trading days after each daily reading in its GekkoIndex history. Across every stock Gekko tracks, Accumulation readings averaged +2.3% over 20 days. Past behaviour doesn’t guarantee future results.

Accumulation zone: Institutional interest building. About the five zones →

See every daily GekkoIndex reading plotted over the PKG price, zone by zone.Track PKG in Gekko

Is Packaging Corporation of America stock overvalued? Gekko Fair Value

Packaging Corporation of America trades 8.2% above Gekko Fair Value of $216.71, so the shares are overvalued on Gekko’s estimate.

Gekko’s own estimate of what Packaging Corporation of America shares are worth, recalculated every trading day.

$216.71

Gekko Fair Value, Sep 26, 2026

8.2% Overvalued

How Gekko Fair Value works →

Gekko Fair Value on every chart, with the gap to price updating daily.Open PKG in Gekko

Packaging Corporation of America insider and Congress trading

No open-market insider purchases were filed for Packaging Corporation of America, and no Congress trades were disclosed, in the last 90 days.

Plus buybacks, unusual options and fund positions, each dated to when it became public.

Insider buying last 90 days

No open-market insider purchases were filed for PKG in the last 90 days.

From Form 4 filings, dated to when each was filed.

Every PKG insider filing, plotted on the chart in Gekko.Open PKG in Gekko

Congress trades last 90 days

No trades in PKG were disclosed by members of Congress in the last 90 days.

From congressional disclosures, which report amounts as ranges.

Congress disclosures for PKG, plotted on the chart in Gekko.Open PKG in Gekko

Buybacks

Packaging Corporation of America has been buying back its own shares.

Bought back, quarter ended Jun 30, 2026
$800K
As a share of market cap
0.00%
Trailing four quarters
$212.9M

From company filings.

Packaging Corporation of America earnings: next date and track record

Packaging Corporation of America reports on Oct 21, 2026 (22 days away), and beat the EPS estimate in 5 of its last 8 reports.

5 of 8reports beat the EPS estimate
±2.9%average move across the report
5 of 8reports followed by a gain

Share-price move across each report

−0.1%Jul ’24+4.4%Oct ’24−10.3%Jan ’25+1.4%Apr ’25+0.3%Jul ’25+2.5%Oct ’25−1.9%Jan ’26+2.1%Apr ’26

Last earnings call, Apr 22, 2026 AI summary

What they said
PKG reported Q1 2026 adjusted EPS of $2.40, up from $2.31 in Q1 2025, exceeding guidance of $2.20. Net sales grew to $2.4B from $2.1B year-over-year, while EBITDA rose to $486M from $421M. Packaging segment EBITDA margin expanded to 22% from 20.8%. The Wallula mill reconfiguration was completed, reducing fiber, power, and labor costs. The acquired Greif business generated a $0.06 per share loss due to storm impacts and higher freight costs.
Guidance
Management previously guided Q1 2026 EPS of $2.20, which was exceeded. A busy outage schedule is planned for Q2 2026. Board approved gas turbine projects at Jackson and Riverville mills, with a third DeRidder project under consideration for May board approval.
ReportedEPSSurpriseRevenueSurpriseMove
Apr 22, 2026$2.40
est $2.13
+12.5%$2.37B
est $2.43B
−2.4%+2.1%
Jan 27, 2026$2.32
est $2.46
−5.7%$2.36B
est $2.44B
−3.0%−1.9%
Oct 22, 2025$2.73
est $2.82
−3.2%$2.31B
est $2.30B
+0.4%+2.5%
Jul 23, 2025$2.48
est $2.44
+1.6%$2.17B
est $2.19B
−0.8%+0.3%
Apr 22, 2025$2.31
est $2.21
+4.5%$2.14B
est $2.11B
+1.5%+1.4%
Jan 28, 2025$2.45
est $2.53
−3.2%$2.15B
est $2.13B
+0.7%−10.3%
Oct 22, 2024$2.65
est $2.50
+6.0%$2.18B
est $2.09B
+4.2%+4.4%
Jul 23, 2024$2.20
est $2.14
+2.8%$2.08B
est $2.02B
+2.5%−0.1%

“Move” is the close of the first session after the report compared with the close of the last session before it, so it reads the same whether the company reported before the open or after the close.

Packaging Corporation of America stock forecast and analyst price targets

Analysts’ average 12-month price target for Packaging Corporation of America is $259.30, +10.6% from the last close, from 7 firms rating the stock in the last 90 days.

$259.30consensus 12-month target, +10.6% from the last close
Low $246High $320
Buy5
Hold2
Sell0

Each firm’s latest rating in the last 90 days: 7 firms.

Latest analyst actions

DateFirmRatingTargetvs price
Sep 23J.P. MorganBuy, reiterated$320+36.4%
Sep 21Truist FinancialBuy, reiterated$270+15.1%
Sep 11Bank of America SecuritiesBuy, maintained$260+10.9%
Sep 11Truist FinancialBuy, maintained——
Aug 24Truist FinancialBuy, reiterated$270+15.1%
+1.8%average 20-day move after past Accumulation readings
−0.4%average move over the next 20 trading days in the last 5 years
±2.2%typical daily move, from the 14-day average range

Gekko doesn’t publish price predictions. These are analyst targets and historical base rates, which don’t guarantee future results.

Packaging Corporation of America seasonality: the next 20 trading days

Over the next 20 trading days from Sep 29, Packaging Corporation of America averaged −0.4% across the last 5 years, rising in 2 of them.

Next 20 trading days, by year

−4.2%2021+4.4%2022−2.2%2023+5.6%2024−4.5%2025

Average move and hit rate

WindowAverageYears higher
Next 5 trading days−0.5%1 of 5
Next 10 trading days−1.2%2 of 5
Next 15 trading days−2.8%1 of 5
Next 20 trading days−0.4%2 of 5
Next 30 trading days+2.2%3 of 5

For scale, PKG’s typical 20-trading-day move in either direction is about 4.4%.

Packaging Corporation of America market cap and key statistics

Packaging Corporation of America’s market cap is $20.90B, with a P/E ratio of 30.8 and revenue of $9.53B over the last twelve months.

Valuation

Market cap
$20.90B
P/E ratio
30.8
Forward P/E
18.7
EPS, TTM
$7.69
Gekko Fair Value
$216.71

Trading

Volume
682,169
Avg volume, 20 days
617,497
52-week high
$259.98
52-week low
$191.50
Shares outstanding
89.10M

Financials

Revenue, TTM
$9.53B
Profit margin
7.3%
Return on equity
14.9%
Quarterly earnings growth, YoY
−19.5%

Risk and income

Beta
0.80
Typical daily move
±2.2%
Typical 20-day move
±4.4%
Dividend yield
2.20%

Packaging Corporation of America stock news this week

Coverage of Packaging Corporation of America this week reads neutral: 6 positive, 7 neutral and 2 negative headlines.

News sentiment neutral

Packaging Corporation of America peers

Packaging Corporation of America’s 6 largest industry peers by market value, with today’s move, GekkoIndex zone and gap to Gekko Fair Value.

StockTodayGekkoIndex zonevs Fair Value
SWSmurfit WestRock−1.3%Neutral8.9% above
AMCRAmcor+1.3%Accumulation37.2% below
BALLBall+1.2%Buying7.5% above
CCKCrown+0.1%Accumulation41.4% below
OCOwens Corning+0.9%Accumulation7.7% below
ATRAptarGroup+1.3%Accumulation16.8% below

A peer links to its own page where one exists.

In the Buying zone today

Reporting earnings this week

Popular on Gekko

Packaging Corporation of America stock FAQ

What is Packaging Corporation of America’s market cap?

Packaging Corporation of America’s market cap is $20.90B at the Sep 28, 2026 close of $234.52, with 89.10M shares outstanding. The shares trade on a P/E ratio of 30.8.

What is the Packaging Corporation of America stock forecast?

The consensus analyst 12-month price target for Packaging Corporation of America is $259.30, +10.6% from the last close. Of the 7 firms that rated the stock in the last 90 days, 5 rate it a buy, 2 a hold and 0 a sell. Gekko doesn’t publish price predictions of its own.

Is Packaging Corporation of America stock overvalued or undervalued?

On Gekko’s estimate Packaging Corporation of America is overvalued: the Sep 28, 2026 close of $234.52 is 8.2% above Gekko Fair Value of $216.71. Gekko Fair Value is recalculated every trading day, and a gap inside 5% either way counts as about fair value.

When does Packaging Corporation of America report earnings next?

Packaging Corporation of America is expected to report on Oct 21, 2026 (22 days away). Analysts expect earnings of $2.93 per share on revenue of $2.61B. Packaging Corporation of America beat the earnings estimate in 5 of its last 8 reports, moving 2.9% on average across the report.

What is Packaging Corporation of America’s 52-week high and low?

Packaging Corporation of America’s 52-week high is $259.98 and its 52-week low is $191.50; it closed at $234.52 on Sep 28, 2026, +10.0% over the past year.

Is Packaging Corporation of America stock a buy right now?

Gekko describes the data; it does not make buy or sell recommendations. On the swing-trade checklist, 1 of the 5 items with data read as supportive (gekkoindex), 1 as mixed (trend) and 3 as headwinds (fair value, earnings risk and seasonality). The checklist is a description of current data, not a recommendation.

How this page works

During US trading hours the price at the top of the page is a delayed quote, refreshed every 15 minutes; everything else is rebuilt after each US market close. The GekkoIndex, Gekko Fair Value and the checklist are Gekko’s own, and the Gekko Brief is written by AI from this page’s data and checked against it before it is published. How Gekko’s data works →

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