Packaging Corp of America: Analyst Sentiment and 12-Month Price Targets

Packaging Corp of America (PKG) has been evaluated by 8 analysts, with 3 bullish, 1 somewhat bullish, and 4 indifferent ratings. The average 12-month price target is $214.25, with a high estimate of $239.00 and a low estimate of $180.00. Analysts have recently updated their ratings, with some raising and others lowering their targets.

Packaging Corp of America (PKG) has been the subject of scrutiny by financial analysts, with a diverse range of opinions shaping the company's market perception. Over the past three months, eight analysts have evaluated PKG, resulting in a mix of bullish, somewhat bullish, and indifferent ratings. The average 12-month price target stands at $214.25, with a high estimate of $239.00 and a low estimate of $180.00 [1].

Analysts have recently adjusted their ratings and price targets in response to market dynamics and company performance. For instance, UBS analyst Anojja Shah raised the rating to neutral from a previous buy, while Truist Securities' Michael Roxland maintained a bullish stance by raising the price target to $239.00 [1].

The latest earnings report from Packaging Corp of America indicates a strong financial performance, with a return on equity of 20.08% and a net margin of 10.09%. The company also announced a quarterly dividend of $1.25 per share, representing an annualized dividend of $5.00 and a yield of 2.46% [2].

Institutional investors have shown interest in PKG, with several hedge funds increasing their stakes in the second quarter. Gallacher Capital Management LLC, Wesbanco Bank Inc., Bangor Savings Bank, Arvest Investments Inc., and Fiduciary Financial Group LLC have all made significant purchases in the company's stock [2].

Despite the positive financial indicators, analysts remain divided in their views on PKG. Seaport Res Ptn raised their Q2 2025 earnings per share (EPS) estimates to $2.53, while Wells Fargo & Company and Truist Financial have issued more conservative price targets. The consensus rating for PKG is currently "Hold," with an average target price of $211.80 [2].

Investors should closely monitor the evolving analyst sentiments and financial performance of Packaging Corp of America to make informed decisions. The company's ability to navigate market fluctuations and maintain strong financial health will be key to its future success.

References:
[1] https://www.benzinga.com/insights/analyst-ratings/25/07/46327980/where-packaging-corp-of-america-stands-with-analysts
[2] https://www.marketbeat.com/instant-alerts/what-is-seaport-res-ptns-forecast-for-pkg-q2-earnings-2025-07-09/