PKG
PACKAGING CORP OF AMERICA
$228.23
+1.71%
$20.3B
No data for this timeframe.
Vol
Market Cap$20.3B
Cap SizeLarge Cap
Analyst ConsensusBuy (69%)
Inst. Holders50 funds
Inst. Value$10.5B
Inst. Activity27 buys / 23 sells
Insider Activity0B / 2S
Insider Net $-$4.8M
SEC Reports1
Congressional2 trades
Recent Activity
May 27, 2026
Insider
KOWLZAN MARK W sold 9,266 shares
Chairman & CEO @ $217.08 ($2.0M)
May 25, 2026
dark_pool
Dark Pool: PKG — 1.0M shares, 25,331 trades
Week starting 2026-05-25. Total ATS volume: 1,038,412 shares across 25,331 trades.
May 12, 2026
Insider
Harman Donna A. was granted 591 shares
Director
May 12, 2026
Insider
GOWLAND KAREN E was granted 591 shares
Director
Apr 29, 2026
Congress
April McClain Delaney buy
$1,001 - $15,000 — House
Mar 27, 2026
SEC
Packaging Corporation of America (PKG) filed its definitive proxy statement (DEFA14A) for the 2026 Annual Meeting of Sha
DEFA14A — Impact 3/10
Inst.
Select Equity Group, L.P. — DOUBLED
1,023,041 shares ($217.1M)
Inst.
CHARLES SCHWAB INVESTMENT MANAGEMENT — NEAR_EXIT
860,430 shares ($182.6M)
Price Targets
$235.90
+3.4% upside
Hold
Current $228.23
Low $167.00
Median $245.50
High $258.00
10 analysts
$167.00
$258.00
Analyst Ratings
3Strong Buy
8Buy
5Hold
0Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| May 20, 2026 | UBS | UPGRADE | Neutral → Buy |
| May 4, 2026 | Deutsche Bank | UPGRADE | Hold → Buy |
| Apr 28, 2026 | UBS | MAINTAIN | Neutral → Neutral |
| Apr 27, 2026 | Truist Securities | REITERATE | Buy → Buy |
| Apr 24, 2026 | JP Morgan | MAINTAIN | Overweight → Overweight |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $2.35 | $2.31 — $2.39 | -5% YoY | 8 |
| Next Q | $2.94 | $2.65 — $3.25 | 8% YoY | 8 |
| Current FY | $10.38 ▲ +0.6% | $10.00 — $10.99 | 6% YoY | 9 |
| Next FY | $12.25 ▲ +0.9% | $11.55 — $13.00 | 18% YoY | 9 |
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| Erste Asset Management GmbH | — | — |
| BlackRock, Inc. | $1.6B | — |
| VANGUARD CAPITAL MANAGEMENT LLC | $1.2B | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $929.6M | — |
| STATE STREET CORP | $906.0M | — |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| May 27, 2026 | KOWLZAN MARK | SELL | $2.0M |
| May 12, 2026 | Harman Donna | A | $0.00 |
| May 12, 2026 | GOWLAND KAREN | A | $0.00 |
| May 12, 2026 | PORTER ROGER | A | $0.00 |
| May 12, 2026 | SOULELES THOMAS | A | $0.00 |
Congressional Trades
1 members: 2 buys, 0 sells
| Member | Party | Type | Amount |
|---|---|---|---|
| April McClain | D | BUY | $1,001 - $15,000 |
| April McClain | D | BUY | $1,001 - $15,000 |
50 institutional holders with $10.5B total value (49,294,933 shares) as of 2026-Q1. Top holders: Erste, BlackRock,, VANGUARD. Net buying activity: 27 institutions added/increased vs 23 reduced.
Top Institutional Holders — 2026-Q1
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | Erste Asset Management GmbH | — | $0.00 | 0.0% | — |
| 2 | BlackRock, Inc. | 7,706,574 | $1.6B | 15.6% | — |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 5,802,254 | $1.2B | 11.8% | — |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | 4,380,570 | $929.6M | 8.9% | — |
| 5 | STATE STREET CORP | 4,244,444 | $906.0M | 8.7% | — |
| 6 | FIL Ltd | 2,857,923 | $606.5M | 5.8% | — |
| 7 | ROYAL BANK OF CANADA | 2,323,010 | $493.0M | 4.7% | — |
| 8 | VICTORY CAPITAL MANAGEMENT INC | 2,024,118 | $429.6M | 4.1% | — |
| 9 | AMERIPRISE FINANCIAL INC | 1,940,716 | $411.9M | 3.9% | — |
| 10 | BANK OF AMERICA CORP /DE/ | 1,518,100 | $322.2M | 3.1% | — |
| 11 | MORGAN STANLEY | 1,510,560 | $320.6M | 3.1% | — |
| 12 | DIMENSIONAL FUND ADVISORS LP | 1,296,667 | $275.2M | 2.6% | — |
| 13 | FMR LLC | 1,197,395 | $254.1M | 2.4% | — |
| 14 | Invesco Ltd. | 1,128,390 | $239.5M | 2.3% | — |
| 15 | Select Equity Group, L.P. | 1,023,041 | $217.1M | 2.1% | DOUBLED +110.0% |
| 16 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 860,430 | $182.6M | 1.7% | NEAR_EXIT -75.3% |
| 17 | GOLDMAN SACHS GROUP INC | 665,772 | $141.3M | 1.3% | — |
| 18 | STIFEL FINANCIAL CORP | 563,022 | $119.5M | 1.1% | — |
| 19 | VANGUARD FIDUCIARY TRUST CO | 503,234 | $106.8M | 1.0% | — |
| 20 | WELLS FARGO & COMPANY/MN | 492,043 | $104.4M | 1.0% | — |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| Select Equity Group, L.P. | DOUBLED | 487,098 | 1,023,041 | +110.0% | $217.1M | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | NEAR_EXIT | 3,478,505 | 860,430 | -75.3% | $182.6M | 2026-Q1 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | DOUBLED | 5,700 | 279,700 | +4807.0% | $59.4M | 2026-Q1 |
| BALYASNY ASSET MANAGEMENT L.P. | TRIM | 983,216 | 270,287 | -72.5% | $57.4M | 2026-Q1 |
| FIRST TRUST ADVISORS LP | TRIM | 363,992 | 267,362 | -26.5% | $56.7M | 2026-Q1 |
| Neuberger Berman Group LLC | DOUBLED | 95,307 | 219,256 | +130.1% | $46.5M | 2026-Q1 |
| FRANKLIN RESOURCES INC | ADD | 92,647 | 144,667 | +56.1% | $30.7M | 2026-Q1 |
| Jain Global LLC | TRIM | 295,834 | 130,599 | -55.9% | $27.7M | 2026-Q1 |
| FIFTH THIRD BANCORP | ADD | 75,901 | 109,320 | +44.0% | $23.2M | 2026-Q1 |
| STRS OHIO | ADD | 66,316 | 90,312 | +36.2% | $19.2M | 2026-Q1 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | TRIM | 133,745 | 88,786 | -33.6% | $18.8M | 2026-Q1 |
| PICTON MAHONEY ASSET MANAGEMENT | DOUBLED | 5 | 61,282 | +1225540.0% | $13.0M | 2026-Q1 |
| M&T BANK CORP | TRIM | 83,583 | 56,381 | -32.5% | $12.0M | 2026-Q1 |
| SOUND SHORE MANAGEMENT INC /CT/ | NEW | — | 54,750 | — | $11.6M | 2026-Q1 |
| Zurich Insurance Group Ltd/FI | NEW | — | 49,735 | — | $10.6M | 2026-Q1 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | ADD | 32,065 | 49,202 | +53.4% | $10.4M | 2026-Q1 |
| MACKENZIE FINANCIAL CORP | DOUBLED | 15,592 | 42,719 | +174.0% | $9.1M | 2026-Q1 |
| Tredje AP-fonden | DOUBLED | 12,000 | 38,412 | +220.1% | $8.2M | 2026-Q1 |
| Korea Investment CORP | TRIM | 56,139 | 37,690 | -32.9% | $8.0M | 2026-Q1 |
| Allianz Asset Management GmbH | TRIM | 98,524 | 36,476 | -63.0% | $7.7M | 2026-Q1 |
| MARSHALL WACE, LLP | ADD | 22,696 | 36,011 | +58.7% | $7.6M | 2026-Q1 |
| Verition Fund Management LLC | TRIM | 82,080 | 31,177 | -62.0% | $6.6M | 2026-Q1 |
| State of Tennessee, Department of Treasury | ADD | 22,337 | 28,341 | +26.9% | $6.0M | 2026-Q1 |
| NATIONAL BANK OF CANADA /FI/ | TRIM | 49,733 | 27,637 | -44.4% | $5.9M | 2026-Q1 |
| Mirae Asset Global Investments Co., Ltd. | NEAR_EXIT | 108,638 | 25,494 | -76.5% | $5.4M | 2026-Q1 |
16 unique insiders with 50 transactions. Net insider value: -$4.8M ($0.00 bought, $4.8M sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| May 27, 2026 | KOWLZAN MARK W | Chairman & CEO | SELL | 9,266 | $217.08 | $2.0M |
| May 12, 2026 | Harman Donna A. | Director | AWARD | 591 | — | — |
| May 12, 2026 | GOWLAND KAREN E | Director | AWARD | 591 | — | — |
| May 12, 2026 | PORTER ROGER B | Director | AWARD | 591 | — | — |
| May 12, 2026 | SOULELES THOMAS S | Director | AWARD | 591 | — | — |
| May 12, 2026 | BEEBE CHERYL K | Director | AWARD | 591 | — | — |
| May 12, 2026 | Farrington Duane C | Director | AWARD | 591 | — | — |
| May 12, 2026 | LYONS ROBERT C | Director | AWARD | 591 | — | — |
| May 12, 2026 | MENCOFF SAMUEL M | Director | AWARD | 591 | — | — |
| Mar 27, 2026 | Pflederer Kent A. | EVP & CFO | AWARD | 5,596 | — | — |
| Mar 27, 2026 | Pflederer Kent A. | EVP & CFO | TAX W/H | 2,670 | $212.25 | $566.7K |
| Mar 27, 2026 | Carter Charles J. | EVP-Mill Ops. | TAX W/H | 3,509 | $212.25 | $744.8K |
| Mar 27, 2026 | Carter Charles J. | EVP-Mill Ops. | AWARD | 8,282 | — | — |
| Mar 27, 2026 | Shirley Donald R. | Exec. VP | AWARD | 6,254 | — | — |
| Mar 27, 2026 | Shirley Donald R. | Exec. VP | TAX W/H | 2,650 | $212.25 | $562.5K |
| Mar 27, 2026 | KOWLZAN MARK W | Chairman & CEO | AWARD | 43,010 | — | — |
| Mar 27, 2026 | KOWLZAN MARK W | Chairman & CEO | TAX W/H | 20,513 | $212.25 | $4.4M |
| Mar 27, 2026 | Hassfurther Thomas A | President | AWARD | 29,778 | — | — |
| Mar 27, 2026 | Hassfurther Thomas A | President | TAX W/H | 12,615 | $212.25 | $2.7M |
| Mar 27, 2026 | Olivier Darla J. | SVP | AWARD | 2,260 | — | — |
| Mar 27, 2026 | Olivier Darla J. | SVP | TAX W/H | 1,055 | $212.25 | $223.9K |
| Mar 6, 2026 | Pflederer Kent A. | EVP & CFO | TAX W/H | 1,412 | $222.52 | $314.2K |
| Mar 6, 2026 | Pflederer Kent A. | EVP & CFO | AWARD | 2,926 | — | — |
| Mar 6, 2026 | Shirley Donald R. | Exec. VP | AWARD | 3,270 | — | — |
| Mar 6, 2026 | Shirley Donald R. | Exec. VP | TAX W/H | 1,402 | $222.52 | $312.0K |
| Mar 6, 2026 | KOWLZAN MARK W | Chairman & CEO | AWARD | 16,637 | — | — |
| Mar 6, 2026 | KOWLZAN MARK W | Chairman & CEO | TAX W/H | 8,025 | $222.52 | $1.8M |
| Mar 6, 2026 | Olivier Darla J. | SVP | AWARD | 1,182 | — | — |
| Mar 6, 2026 | Olivier Darla J. | SVP | TAX W/H | 559 | $222.52 | $124.4K |
| Mar 6, 2026 | Hassfurther Thomas A | President | AWARD | 11,474 | — | — |
| Mar 6, 2026 | Hassfurther Thomas A | President | TAX W/H | 4,917 | $222.52 | $1.1M |
| Mar 6, 2026 | Carter Charles J. | EVP-Mill Ops. | AWARD | 4,331 | — | — |
| Mar 6, 2026 | Carter Charles J. | EVP-Mill Ops. | TAX W/H | 1,857 | $222.52 | $413.2K |
| Feb 25, 2026 | Patton Heidi L | SVP | AWARD | 814 | — | — |
| Feb 25, 2026 | Carter Charles J. | EVP-Mill Ops. | AWARD | 4,213 | — | — |
| Feb 25, 2026 | Shirley Donald R. | Exec. VP | AWARD | 2,774 | — | — |
| Feb 25, 2026 | KOWLZAN MARK W | Chairman & CEO | AWARD | 16,992 | — | — |
| Feb 25, 2026 | Hassfurther Thomas A | President | AWARD | 11,719 | — | — |
| Feb 25, 2026 | Olivier Darla J. | SVP | AWARD | 1,157 | — | — |
| Feb 25, 2026 | Vaughn Joseph | SVP | AWARD | 1,480 | — | — |
| Feb 25, 2026 | Pflederer Kent A. | EVP & CFO | AWARD | 2,774 | — | — |
| Feb 23, 2026 | Olivier Darla J. | SVP | TAX W/H | 513 | $225.55 | $115.7K |
| Feb 23, 2026 | Patton Heidi L | SVP | TAX W/H | 681 | $225.55 | $153.6K |
| Feb 23, 2026 | Vaughn Joseph | SVP | TAX W/H | 531 | $225.55 | $119.8K |
| Feb 23, 2026 | KOWLZAN MARK W | Chairman & CEO | TAX W/H | 7,371 | $225.55 | $1.7M |
| Feb 23, 2026 | Carter Charles J. | EVP-Mill Ops. | TAX W/H | 1,705 | $225.55 | $384.6K |
| Feb 23, 2026 | Hassfurther Thomas A | President | TAX W/H | 4,516 | $225.55 | $1.0M |
| Feb 23, 2026 | Pflederer Kent A. | EVP & CFO | TAX W/H | 1,297 | $225.55 | $292.5K |
| Feb 23, 2026 | Shirley Donald R. | Exec. VP | TAX W/H | 1,287 | $225.55 | $290.3K |
| Feb 5, 2026 | Hassfurther Thomas A | President | SELL | 12,129 | $230.50 | $2.8M |
1 SEC filing reports analyzed. Sentiment: 0 bullish, 0 bearish, 0 mixed, 1 neutral. Avg impact: 3.0/10.
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Current analyst consensus: Buy (69% buy). Based on 16 analysts: 3 strong buy, 8 buy, 5 hold, 0 sell, 0 strong sell.
Analyst Price Targets
$235.90 mean target
+3.4% upside
Hold (1.73)
$167.00 Low
$258.00 High
| Metric | Value |
|---|---|
| Current Price | $228.23 |
| Target Low | $167.00 |
| Target Mean | $235.90 |
| Target Median | $245.50 |
| Target High | $258.00 |
| # Analysts | 10 |
| Recommendation | Hold (1.73) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$2.35 | $2.31 | $2.39 | -5.1% | +0.3% | 2↑ 0↓ | $2.5B | 14.7% | 8 |
| Next Q 2026-09-30 |
$2.94 | $2.65 | $3.25 | 7.7% | +0.4% | 1↑ 1↓ | $2.6B | 12.7% | 8 |
| Current FY 2026-12-31 |
$10.38 | $10.00 | $10.99 | 5.5% | +0.6% | 1↑ 1↓ | $10.0B | 11.3% | 9 |
| Next FY 2027-12-31 |
$12.25 | $11.55 | $13.00 | 18.0% | +0.9% | 3↑ 0↓ | $10.5B | 4.9% | 9 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $2.352 | |
| 7d ago | $2.352 | -0.000 |
| 30d ago | $2.345 | +0.007 |
| 60d ago | $2.754 | -0.402 |
| 90d ago | $2.770 | -0.417 |
6 analyst firms have rated this stock: 3 upgrades, 0 downgrades, 1 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| May 20, 2026 | UBS | UPGRADE | Neutral | Buy |
| May 4, 2026 | Deutsche Bank | UPGRADE | Hold | Buy |
| Apr 28, 2026 | UBS | MAINTAIN | Neutral | Neutral |
| Apr 27, 2026 | Truist Securities | REITERATE | Buy | Buy |
| Apr 24, 2026 | JP Morgan | MAINTAIN | Overweight | Overweight |
| Apr 21, 2026 | Truist Securities | MAINTAIN | Buy | Buy |
| Apr 15, 2026 | Truist Securities | MAINTAIN | Buy | Buy |
| Apr 14, 2026 | Citigroup | MAINTAIN | Neutral | Neutral |
| Apr 10, 2026 | UBS | MAINTAIN | Neutral | Neutral |
| Apr 7, 2026 | Wells Fargo | MAINTAIN | Overweight | Overweight |
| Apr 1, 2026 | Deutsche Bank | INITIATE | Sell | Hold |
| Jan 29, 2026 | Citigroup | MAINTAIN | Neutral | Neutral |
| Jan 29, 2026 | Truist Securities | MAINTAIN | Buy | Buy |
| Jan 29, 2026 | Wells Fargo | MAINTAIN | Overweight | Overweight |
| Jan 12, 2026 | UBS | MAINTAIN | Neutral | Neutral |
| Jan 6, 2026 | Citigroup | MAINTAIN | Neutral | Neutral |
| Jan 6, 2026 | Truist Securities | MAINTAIN | Buy | Buy |
| Jan 6, 2026 | Wells Fargo | UPGRADE | Equal-Weight | Overweight |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 3 | 8 | 5 | 0 | 0 | 69% | |
| May 1, 2026 | 3 | 6 | 7 | 0 | 0 | 56% | |
| Apr 1, 2026 | 3 | 6 | 5 | 1 | 0 | 60% | |
| Mar 1, 2026 | 3 | 6 | 6 | 1 | 0 | 56% | |
| Feb 1, 2026 | 3 | 6 | 6 | 1 | 0 | 56% | |
| Jan 1, 2026 | 3 | 5 | 7 | 1 | 0 | 50% |
Strong BuyBuyHoldSellStrong Sell
1 members of Congress traded this stock: 2 buys, 0 sells.
Congressional Trades
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Apr 29, 2026 | April McClain Delaney | D | HOUSE | BUY | $1,001 - $15,000 | Packaging Corp Of America | May 7, 2026 (9d) |
| Apr 24, 2026 | April McClain Delaney | D | HOUSE | BUY | $1,001 - $15,000 | Packaging Corp Of America | May 7, 2026 (14d) |
No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.
May 25, 2026
dark_pool
Dark Pool: PKG — 1.0M shares, 25,331 trades
Week starting 2026-05-25. Total ATS volume: 1,038,412 shares across 25,331 trades.
May 18, 2026
dark_pool
Dark Pool: PKG — 0.8M shares, 26,543 trades
Week starting 2026-05-18. Total ATS volume: 800,751 shares across 26,543 trades.
May 11, 2026
dark_pool
Dark Pool: PKG — 0.7M shares, 28,500 trades
Week starting 2026-05-11. Total ATS volume: 660,182 shares across 28,500 trades.
May 4, 2026
dark_pool
Dark Pool: PKG — 0.9M shares, 27,055 trades
Week starting 2026-05-04. Total ATS volume: 861,117 shares across 27,055 trades.
Apr 28, 2026
short_volume
Short Volume: PKG — 74.4% short (0.4M / 0.6M)
Short: 419,177 | Exempt: 0 | TRF Vol: 563,065 | Short Ratio: 74.4% | Off-exchange volume (dark pool + OTC)
Apr 27, 2026
dark_pool
Dark Pool: PKG — 1.6M shares, 38,173 trades
Week starting 2026-04-27. Total ATS volume: 1,571,743 shares across 38,173 trades.
Apr 23, 2026
short_volume
Short Volume: PKG — 65.5% short (0.5M / 0.7M)
Short: 487,021 | Exempt: 475 | TRF Vol: 743,733 | Short Ratio: 65.5% | Off-exchange volume (dark pool + OTC)
Apr 22, 2026
earnings_calendar
PKG Q1 2026 Earnings Scheduled — 2026-04-22
Apr 20, 2026
dark_pool
Dark Pool: PKG — 1.8M shares, 45,394 trades
Week starting 2026-04-20. Total ATS volume: 1,762,990 shares across 45,394 trades.
Apr 13, 2026
dark_pool
Dark Pool: PKG — 1.2M shares, 30,470 trades
Week starting 2026-04-13. Total ATS volume: 1,164,843 shares across 30,470 trades.
Apr 6, 2026
dark_pool
Dark Pool: PKG — 0.9M shares, 32,935 trades
Week starting 2026-04-06. Total ATS volume: 923,161 shares across 32,935 trades.
Apr 6, 2026
short_interest
FTD: PKG — 6,814 shares ($1.4M) failed to deliver
Settlement: 20260406, Price: $204.46, FTD Value: $1,393,190.44, PACKAGING CORP OF AMERICA
Mar 30, 2026
dark_pool
Dark Pool: PKG — 0.9M shares, 25,665 trades
Week starting 2026-03-30. Total ATS volume: 923,708 shares across 25,665 trades.
Mar 26, 2026
short_interest
FTD: PKG — 2,869 shares ($0.6M) failed to deliver
Settlement: 20260326, Price: $213.36, FTD Value: $612,129.84, PACKAGING CORP OF AMERICA
Mar 24, 2026
short_interest
FTD: PKG — 11,063 shares ($2.3M) failed to deliver
Settlement: 20260324, Price: $209.06, FTD Value: $2,312,830.78, PACKAGING CORP OF AMERICA