Packaging Corporation of America (PKG)

Consumer · NYQ

$229.26-1.72% today

Price as at 30 Sept 2026, 23:38 UTC. Quotes are delayed.

Fundamentals

Market cap$20.30B
P/E ratio27.4
Dividend yield2.66%
Revenue growth (YoY)+10.6%
Profit margin8.0%
Return on equity16.3%
52-week range$191.50 to $259.98

Valuation and ratings

Fair value estimate$91.14
Upside to fair value-60.2%
Analyst target (mean)$246.20
Analyst range$167.00 to $272.00
Analysts with price targets10
Consensus viewbuy
Moat score46/100
Overall rating37/100, low quality

Fair value: $91.14 (-60.2%), see how we got there

Packaging Corporation of America trades at $229.26, which is 60% above the $91.14 our fair value estimate puts on the business. On that measure it screens as expensive, which is not the same as saying it will fall.

Our moat model scores it 46 out of 100, which is a moat, but not a deep one. A moat is a structural reason competitors cannot take the profits away, and it matters more to a long holding period than any single quarter's numbers do.

It changes hands at 27.4 times earnings. Be careful reading that in isolation: for a cyclical business a low P/E arrives at the top of the cycle, when profits are peaking and about to fall, which is exactly when the shares look cheapest and are not.

PKG dividend history

Dividend yield2.66%
Paid, trailing 12 months$5.50 per share
Most recent payment$1.50, ex 15 Sept 2026
5-year growth (p.a.)+8.2%
Consecutive years paid23

Dividends per share by year

YearTotal per sharePayments
2026 (year to date)$4.253
2025$5.004
2024$5.004
2023$5.004
2022$4.754
2021$4.004
2020$3.374
2019$3.164
2018$3.004
2017$2.524
2016$2.364

Split-adjusted amounts in the listing currency, grouped by the calendar year of the ex-dividend date, from the filed record. Growth and streak figures compare complete years only.

PKG earnings and analyst estimates

EPS estimate, next year$12.62
Expected EPS growth+20.7%
Expected revenue growth+5.5%

Recommendation mix, 11 published ratings

7 buy3 hold1 sell

Estimates are the published analyst consensus and move often. An earnings date is scheduled, not certain, and a share tends to reprice most violently on the day itself.

About Packaging Corporation of America

Packaging Corporation of America manufactures and sells containerboard and uncoated freesheet (UFS) paper products in North America. The company operates through Packaging and Paper segments. The Packaging segment offers various linerboard and corrugated packaging products, such as conventional shipping containers used to protect and transport manufactured goods; multi-color boxes and displays that help to merchandise the packaged product in retail locations; and honeycomb protective packaging products, as well as packaging for meat, fresh fruit and vegetables, processed food, beverages, and other industrial and consumer products. This segment sells its corrugated products through a direct sales and marketing organization. The Paper segment manufactures and sells commodity and specialty papers, as well as communication papers, including cut-size office papers, and printing and converting papers; and white papers. This segment sells papers through its sales and marketing organization. Packaging Corporation of America was founded in 1867 and is headquartered in Lake Forest, Illinois.

Industry: Packaging & ContainersEmployees: 16,800HQ: United States

Company profile, industry and headcount are as reported by our data provider and can lag a company's own filings by a reporting period. The annual report is the authority.

PKG passes 4 of our 30 screens today

Each screen prints the exact criteria it used, and the circumstances in which it is wrong.

Super investor ownership

10 of the funds we track reported a position in their latest SEC 13F filing. Largest first:

A word of warning on reading these figures: a 13F reports the market value of a holding, so a fund that traded nothing at all still appears to have sold when the price fell. We found 102 companies where the standard reading gives the opposite answer. Only the share count is honest.

Politician trades in PKG

We hold 6 disclosed trades in PKG by members of Congress and executive-branch officials. The latest 5:

A disclosure reports a value band, not an amount, and is due up to 45 days after the trade; some arrive later. Every filer we track, each with their own page, is on the Congress trading tracker.

PKG peers

The largest companies in the same industry (Packaging & Containers), then in the same sector.

Every consumer company we cover is on the Consumer hub.

Common questions

Is Packaging Corporation of America (PKG) undervalued?

Against our fair value estimate of $91.14, PKG at $229.26 is 60% above fair value. That is one model's answer, not a recommendation. It is built from normalized earning power with growth capped deliberately low, which understates companies whose value is mostly future growth.

Which funds own PKG?

10 of the institutions we track reported a position in PKG in their most recent SEC 13F filing. A 13F is filed up to 45 days after quarter end, so it tells you what a fund held then, not what it holds now.

What is PKG's P/E ratio?

PKG trades at 27.4 times earnings. A low P/E is not automatically cheap: on a cyclical company it is usually a warning that earnings are at a peak.

Does Packaging Corporation of America (PKG) pay a dividend?

Yes. Packaging Corporation of America yields 2.66% at the current share price. It has paid $5.50 per share over the trailing twelve months. It has paid a dividend in each of the last 23 complete calendar years. A dividend is declared by the board and can be cut at any time; a yield is a fact about the current price, not a promise.

Where does SteadyShares get its PKG data?

Fundamentals for PKG come from company filings and exchange data, as listed on NYQ; institutional ownership comes from SEC 13F filings. The share price shown was last refreshed on 30 Sept 2026, 23:38 UTC and is delayed. Our data quality score for this company is 100/100, which is the share of the inputs behind our scores that were actually available rather than assumed. Metrics we do not hold are left out of the page rather than estimated.

The full research page for PKG, with financial statements, ownership detail, peer comparison and alerts, is free inside the app.

Data from company filings, exchange quotes and SEC EDGAR 13F disclosures. Quotes are delayed. Metrics we do not have are left out rather than estimated. Educational information, not financial advice.