Packaging Corp of America

PKG · NYSE

$238.92+$2.54 (+1.07%)TodayMarket closed · Oct 20, 7:33 PM ET

Prev close $236.38

PKG analyst rating

BuyConsensus of 7 analysts over the last 12 months. 71% rate it a buy.

Strong buy0
Buy5
Hold2
Underperform0
Sell0

12-month price target · 12 analysts

Average $257.41 (+7.7% upside)

Low: $166.88
Now: $238.92
High: $306.60

Upgrades and downgrades

The latest rating actions, newest first

PKG analyst upgrades, downgrades and rating actions
Firm	Date	Action	Rating	Price target	Hit rate
Truist Securities	Oct 12, 2026	Maintains	Buy	$270.00 → $280.00	46%
Wells Fargo	Oct 7, 2026	Maintains	Equal-Weight	$246.00 → $245.00	51%
UBS	Oct 5, 2026	Maintains	Buy	$292.00 → $289.00	29%
Citigroup	Oct 2, 2026	Maintains	Neutral	$254.00 → $253.00	56%
JP Morgan	Sep 23, 2026	Maintains	Overweight	$312.00 → $320.00	35%
B of A Securities	Sep 11, 2026	Maintains	Buy	$280.00 → $260.00	52%
UBS	Aug 13, 2026	Maintains	Buy	$271.00 → $292.00	29%
Citigroup	Jul 28, 2026	Maintains	Neutral	$241.00 → $254.00	56%
JP Morgan	Jul 28, 2026	Maintains	Overweight	$271.00 → $312.00	35%
UBS	Jul 24, 2026	Maintains	Buy	$272.00 → $271.00	29%

The case for and against

Updated Jul 22, 2026

Bull case

Packaging Corp of America is well positioned for strong growth in the future due to positive demand trends, the success of their recent acquisition of GEF, and their focus on cost efficiencies and operational improvements. The company's strong performance in Q1 and their plans for increased pricing and cost reductions in the coming quarters should drive increased profitability, further cementing their position as a leader in the containerboard and packaging industry.

Bear case

Packaging Corp of America is facing significant headwinds in the near-term as they experience maintenance and non-operational cost challenges in the second quarter. While their recent acquisition, Graphic Packaging, is progressing well, it suffered a loss in the first quarter and will continue to face integration challenges. The company expects improved demand in the first quarter, but it remains to be seen if this will translate into volume and market share gains in the long-term.

Information on this page is provided for informational purposes only and is not a recommendation to buy, sell or hold any security. Investing involves risk, including possible loss of principal. Market data is delayed at least 15 minutes and is provided without warranty. Analyst ratings, price targets and company data come from third-party sources. Past performance does not guarantee future results.