$PKG

Citigroup maintained a Neutral rating on Packaging Corp of America (PKG) but raised its price target from $253 to $262, a 3.56% increase. Other analysts have recently adjusted their ratings and targets for PKG, with mixed but generally positive outlooks.

PKG reported Q3 revenue of $2.60B (12.5% YoY growth), adjusted EPS of $3.04 (4.3% beat), and adjusted EBITDA of $577.2M (2.1% beat). Sales volumes rose 18.6% YoY, driven by demand outside agricultural markets. Greif acquisition synergies are tracking toward $40–$50M annually. Price increases and operational upgrades support margins, but cost inflation pressures persist. Management expects further margin improvement as price hikes flow through.

Packaging of America reported Q3 2026 net sales of $2.60B, net income of $262.3M, and adjusted EPS of $3.04, up from $2.73 a year earlier. The company expects Q4 adjusted EPS of $2.81. Revenue, gross profit, and operating income all increased year-over-year. Corrugated products shipments rose 10.6%, while legacy packaging shipments declined 0.5%.

PACKAGING CORP OF AMERICA (PKG) filed an SEC Form 8-K — Results of Operations and Financial Condition. Exhibit 99.1 PACKAGING CORPORATION OF AMERICA REPORTS THIRD QUARTER 2026 RESULTS Lake Forest, IL, October 21, 2026 – Packaging Corporation of America (NYSE: PKG) today reported third quarter 2026 net income of $262 million, or $2.93 per share, and net income of $272 million, or $

Packaging Corporation of America (PKG) reported Q3 2026 EPS of $3.04 ex-items, with sales up to $2.6B from $2.3B in 2025. The company expects Q4 EPS to be $2.81 ex-items. Results were driven by integration gains and pricing, offset by cost inflation.

Packaging Corporation of America (PKG) reported Q2 revenue of $2.49B, up 14.7% YoY, missing EPS estimates. Ball (BALL) reported $4.00B revenue, up 19.7% YoY, beating EPS estimates. Graphic Packaging (GPK) reported $2.19B revenue, flat YoY, beating EBITDA estimates. PKG is up 1.5%, BALL down 8.8%, GPK down 25.8% since reporting.

UBS maintained a 'Buy' rating for Packaging Corp of America (PKG) but lowered its price target from $292.00 to $289.00. The stock is currently trading at $229.31, with a GF Value™ of $233.49, indicating it is 1.8% undervalued. PKG has a strong GF Score™ of 91/100, reflecting robust performance in growth and momentum, but a lower financial strength rank of 6/10. Insider activity shows significant sales over the last three months.

Packaging Corporation of America (PKG) reported $2.49B revenue, up 14.7% YoY, missing EPS estimates. Crown Holdings (CCK) reported $3.67B revenue, up 16.5%, beating expectations. Silgan Holdings (SLGN) reported $1.64B revenue, up 6.8%, also beating estimates. PKG stock is up 4%, CCK down 6.2%, and SLGN down 23.8% since earnings.

UBS identified 10 industrial companies poised for growth, including Lockheed Martin (LMT), United Airlines (UAL), and United Rentals (URI), with price targets ranging from $80 to $1,350. The firm expects a capital-spending cycle to benefit these sectors, citing improved inventory trends and cash flow. Advanced Drainage Systems (WMS) has the highest upside potential at 62%.

S&P Global Ratings upgraded Packaging Corp. of America (PKG) to 'BBB+' from 'BBB', citing sustained leverage below 2.0x despite its $1.8B acquisition of Greif's containerboard business. The company expects $60M in annual synergies by 2027. S&P forecasts adjusted leverage at 1.7x by year-end, falling to 1.4x in 2027, with revenue growth in mid- to high-single digits in 2027.