PKGConsumer Cyclical · Packaging & ContainersThe 10 Wall Street analysts covering Packaging Corporation of America hold a median 12-month price target of $272 — +5.9% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 74 of 100 as at 31 Oct 2026 — in the upper half. Here, the model and the Street point the same way.
Consensus tells you what everyone already believes. The model scores Packaging Corporation of America on its factor families — the same systematic rank behind the Ticker Nerd portfolio.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Quality (88): The business earns solid, repeatable profits on what it owns.
Value (14): The shares cost a lot relative to the profits and assets behind them.
Size (9): Larger than most of the companies we track — more scrutinised, less often mispriced.
Built and run by Aslam Ghouse, an ex-Goldman Sachs systematic trader with 15+ years in markets.
The bullish and bearish analyst opinions on PKG, reported as data — targets and ratings, the market's view beside the model's.
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Data provided by Twelve Data
The green dot is the last close — the median target sits +5.9% from it.
Of the 20 most recent actions, 8 moved their price target up and 4 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 26 Oct 2026 | Citigroup | Maintains | Neutral | $253 → $262 |
| 23 Oct 2026 | JP Morgan | Maintains | Overweight | $320 → $322 |
| 23 Oct 2026 | Truist Securities | Reiterates | Buy | $280 → $294 |
| 12 Oct 2026 | Truist Securities | Maintains | Buy | — |
| 12 Oct 2026 | Truist Securities | Maintains | Buy | $270 → $280 |
| 7 Oct 2026 | Wells Fargo | Maintains | Equal-Weight | $246 → $245 |
| 7 Oct 2026 | Wells Fargo | Maintains | Equal-Weight | — |
| 5 Oct 2026 | UBS | Maintains | Buy | $292 → $289 |
| 5 Oct 2026 | UBS | Maintains | Buy | — |
| 2 Oct 2026 | Citigroup | Maintains | Neutral | — |
| 2 Oct 2026 | Citigroup | Maintains | Neutral | $254 → $253 |
| 23 Sept 2026 | JP Morgan | Maintains | Overweight | $312 → $320 |
| 23 Sept 2026 | JP Morgan | Maintains | Overweight | — |
| 11 Sept 2026 | B of A Securities | Maintains | Buy | $280 → $260 |
| 11 Sept 2026 | B of A Securities | Maintains | Buy | — |
| 13 Aug 2026 | UBS | Maintains | Buy | $271 → $292 |
| 13 Aug 2026 | UBS | Maintains | Buy | — |
| 28 July 2026 | Citigroup | Maintains | Neutral | $241 → $254 |
| 28 July 2026 | Citigroup | Maintains | Neutral | — |
| 28 July 2026 | JP Morgan | Maintains | Overweight | $271 → $312 |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
PKG appears in the Radar on the weeks it earns a place.
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Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 30 Oct 2026, Packaging Corporation of America returned +34.2% against +12.4% for the S&P 500, dividends included.
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Data provided by Twelve Data
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 24% of US stocks
Cheaper than 47% of US stocks
Cheaper than 20% of US stocks
Cheaper than 27% of US stocks
Higher than 58% of US stocks
Higher than 54% of US stocks
Higher than 22% of US stocks
Higher than 73% of US stocks
Higher than 65% of US stocks
Higher than 77% of US stocks
Higher than 85% of US stocks
Higher than 82% of US dividend payers
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The headline figures, each with its date. Every row carries its own link — cite it straight from here.
Packaging Corporation of America has a market value of $22.9B and an enterprise value of $26.6B.
Revenue in the twelve months to 30 June 2026: $9.5B. The latest quarter grew 12.5% year on year.
Net income over the same four quarters: $691.7M, a 7.3% net margin.
Diluted earnings per share, trailing twelve months: $7.70.
Free cash flow in the twelve months to 30 June 2026: $742.4M.
Packaging Corporation of America spent $242.1M on share buybacks and $448.1M on dividends in the twelve months to 30 June 2026.
Trailing P/E: 31.7×; forward P/E: 18.0× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 2.34%, paying out 68% of earnings.
Packaging Corporation of America employs 16,800 people — $568K of revenue per employee.
Data provided by Twelve Data
The nearest names by industry and size, scored by the same model — like for like.
Look up any of the roughly 4,600 stocks we score.
The rank is the raw material. Whether the rules would actually own Packaging Corporation of America — and when they’d sell — is the membership. See the Ticker Nerd 20 →
The Motley Fool highlighted $40 million to $50 million in run-rate synergies from Packaging Corporation of America’s Greif integration and third-quarter 2026 net sales of $2.6 billion.
Why it matters — These figures offer PKG watchers a snapshot of reported integration synergies and quarterly sales.
Zacks Investment Research highlights its Style Scores as a way for investors to find stocks rated highly for their investing style. The headline identifies Packaging Corp. as a top momentum stock for the long term.
Why it matters — PKG watchers may note the article's favorable momentum framing and its reference to Zacks' stock-rating approach.
Zacks Investment Research highlights its Style Scores as a way for investors to identify stocks rated highly for their investing style, and presents Packaging Corp. (PKG) as a strong growth stock.
Why it matters — PKG watchers may note that the item frames the company positively through Zacks' stock-rating approach.
Packaging Corporation of America reported third-quarter 2026 net income of $262 million, or $2.93 per share. Adjusted net income was $272 million, or $3.04 per share, up from $2.73 per share a year earlier and above company guidance of $2.91.
Why it matters — PKG watchers may note that adjusted earnings per share increased year over year and exceeded the company’s guidance.
Packaging Corporation of America held its Q3 2026 earnings conference call on October 22, 2026, with CEO Mark Kowlzan hosting. Company executives and analysts from several financial firms participated.
Why it matters — The call is a forum for PKG management to discuss quarterly results and respond to analyst questions, though the excerpt provides no details of the discussion.
The 10 Wall Street analysts covering Packaging Corporation of America have a median 12-month price target of $272, with estimates ranging from $170 to $322. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 10 analysts covering Packaging Corporation of America, 7 rate it a Buy, 2 a Hold and 1 a Sell. Ticker Nerd's systematic factor model ranks Packaging Corporation of America 74 out of 100 across roughly 4,600 US stocks as at 31 Oct 2026. None of this is personal advice — it does not consider your circumstances.
As at 31 Oct 2026, Packaging Corporation of America ranks 74 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Quality (88 of 100).
No one can know that. What the data says: the median 12-month target from 10 analysts implies +5.9% from the last close, and Ticker Nerd's factor model ranks Packaging Corporation of America 74 out of 100 as at 31 Oct 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering Packaging Corporation of America publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for PKG are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $170 to $322 over the next 12 months.
Packaging Corporation of America returned +34.2% over the 12 months to 30 Oct 2026, with dividends reinvested. Past performance does not indicate future returns.
Packaging Corporation of America is a U.S.-based paper and packaging company that produces containerboard, corrugated packaging, and uncoated freesheet paper. Its Packaging segment supplies shipping containers, retail display packaging, protective packaging, and other corrugated products used to transport and merchandise goods across industrial and consumer markets.
The most recent item we track (The Motley Fool, 1 Nov 2026): "Packaging Corporation of America: 3 Key Takeaways for Long-Term Investors". The Motley Fool highlighted $40 million to $50 million in run-rate synergies from Packaging Corporation of America’s Greif integration and third-quarter 2026 net sales of $2.6 billion.
Packaging Corporation of America is a U.S.-based paper and packaging company that produces containerboard, corrugated packaging, and uncoated freesheet paper. Its Packaging segment supplies shipping containers, retail display packaging, protective packaging, and other corrugated products used to transport and merchandise goods across industrial and consumer markets. Its Paper segment manufactures communication, specialty, and office papers for commercial and institutional customers. The company serves a broad range of industries, including food and beverage, agriculture, manufacturing, and logistics, with a focus on converting raw materials into finished packaging solutions. Headquartered in Lake Forest, Illinois, Packaging Corporation of America plays a significant role in North American packaging supply chains through its integrated manufacturing and converting operations.
CEO Mr. Mark W. Kowlzan · 16,800 employees · United States · https://www.packagingcorp.com
