$PKG

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.

Packaging Corporation of America (PCA) reported Q2 revenue of $2.49B, up 14.7% YoY, but missed EPS estimates. International Paper (IP) reported $6.00B revenue, down 11.3% YoY, missing expectations. Silgan Holdings (SLGN) reported $1.64B revenue, up 6.8% YoY, beating estimates. PCA and SLGN stocks are up 1.9% and down 19.7% since reporting, respectively. IP stock is down 18.1% since reporting.

Avery Dennison (AVY) reported Q2 revenue of $2.46B, up 10.9% YoY, beating estimates. Packaging Corp (PKG) reported $2.49B, up 14.7%, missing EPS. Ball (BALL) reported $4.00B, up 19.7%, beating estimates. Crown Holdings (CCK) reported $3.67B, up 16.5%, beating estimates. Stocks reacted accordingly.

Shirley Donald R. (Exec. VP) sold 12,000 shares of PACKAGING CORP OF AMERICA (PKG) at $250.71 ($3.01M total) on 2026-08-20.

Hassfurther Thomas A (President) sold 7,063 shares of PACKAGING CORP OF AMERICA (PKG) at $254.00 ($1.79M total) on 2026-08-07.

Hassfurther Thomas A (President) sold 21,328 shares of PACKAGING CORP OF AMERICA (PKG) at an average of $252.89 ($250.00–$257.00, $5.39M total) across 2 trades over 2026-08-03 to 2026-08-05.

Packaging Corporation of America (PKG) shares rose about 8.76% after Q2 results and a demand outlook. The company reported Q2 EPS ex-items of $2.35 vs $2.31 expected on $2.49B revenue, with record corrugated shipments. Management guided Q3 EPS ex-items to $2.91 and cited pricing actions including a $140/ton increase.