Packaging Corporation of AmericNYSE: PKG

No material news in the last 48 hours.

On May 4, PKG raised its annual dividend 20% to $6 per share. On May 12, the company declared a $1.50 quarterly dividend payable July 15 and held its annual meeting where shareholders approved all directors, KPMG and executive comp. Q1 adjusted EPS of $2.40 beat management prior $2.20 guidance on record corrugated shipments per day (+2.8% YoY); revenue grew 10.6% YoY. Deutsche upgraded to Buy citing positive inflection, while UBS raised PT to $245 (from $226), Wells Fargo to $246 (from $225), and JPMorgan to $246 (from $225). Shares closed near $211.92 on May 15 (down 3.7% that day from $220.21 on May 14). Net income was $170.9M vs $203.8M prior-year. Risk: high P/E of ~25x and downward pressure on box prices if corrugated demand softens H2.

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Packaging Corp of America raised its quarterly cash dividend 20% to $1.50/share ($6.00 annualized) on May 12, payable July 15 to holders of record June 15. Q1 2026 results showed revenue of $2.37B (up ~10.6% YoY) and EPS of ~$2.40 versus consensus of $2.17, with $1.91 reported in the 10-Q summary. The annual meeting on May 12 saw shareholders elect all directors and ratify KPMG with strong majorities. Deutsche Bank upgraded PKG to Buy in late April/early May. Bear case: despite the earnings beat, shares closed at $211.92 on May 15, down 3.7% on the day, with the stock only up about 2.7% YTD amid containerboard demand volatility.

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No material news in the last 48 hours.

Packaging Corp of America announced a 20% quarterly dividend increase to $1.50 per share from $1.25, payable July 15, 2026, raising the annualized payout to $6.00. Deutsche Bank upgraded PKG to Buy in early May on 'positive inflection,' with several analysts raising price targets. Q1 2026 EPS was $2.40, beating consensus of $2.17, with net sales up 10.6% YoY to $2.368B, driven by the completed Greif containerboard acquisition and improved prices/mix. PKG held its 2026 Annual Meeting on May 12, where shareholders elected all directors and ratified KPMG as auditors. Shares closed at ~$211.92 on May 15 and were trading near $212 on May 18.

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Packaging Corp of America (PKG) held its 2026 Annual Meeting on May 12, 2026 with shareholders electing all directors, ratifying KPMG and approving executive compensation. The board increased the quarterly cash dividend 20% to $1.50 per share from $1.25, payable July 15, 2026, raising the annualized rate to $6.00 per share. Q1 2026 adjusted EPS of $2.40 easily beat management's prior $2.20 guidance, with record corrugated shipments per day up 2.8% YoY. Net sales grew 10.6% to $2.368B driven by the completed Greif containerboard acquisition and improved prices/product mix. UBS raised its price target to $232 from $225 with a Neutral rating citing 20%+ EBITDA margins and share gains versus competitors. Deutsche Bank upgraded the stock to Buy on 'positive inflection.' Shares closed at $218.22 on May 13, 2026 down 0.79%. Industry leadership in margins and capital returns supports valuation despite trade-related demand concerns.

Packaging Corp of America Raises Quarterly Dividend 20% to $1.50ad-hoc-news.dePKG Stockholders approve directors and executive payad-hoc-news.deUBS raises Packaging Corp of America price target on executioninvesting.com

Packaging Corp announced May 12 a 20% increase in the quarterly cash dividend from $5 to $6 annualized, with the first $1.50/share installment payable July 15 to record date June 15. The 2026 Annual Meeting also occurred May 12 with all directors elected and KPMG ratified. JPMorgan raised PT to $246 from $225 (Overweight) and UBS lifted to $232 from $225 (Neutral); Zacks lowered Q2 EPS estimates on May 6. PKG implemented a $70/ton containerboard price increase March 1 expected to flow through Q2-Q3. Stock traded $218-$224 on May 14. Risk: containerboard demand sensitivity to consumer/industrial slowdown.

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PKG announced a 20% dividend increase on May 12, raising the annual rate from $5.00 to $6.00 per share. Q1 2026 results showed adjusted EPS of $2.40 (beat $2.16 est) but revenue of $2.37B missed the $2.44B estimate; net sales were up 10.6% YoY with a 22% EBITDA margin. The company's Q2 EPS guidance of $2.33 came in well below the $2.75 consensus. UBS raised PT to $232 (Neutral). JPMorgan raised PT to $246 (Overweight). The stock is up ~8.9% over the past month.

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Packaging Corporation of America held its 2026 Annual General Meeting on May 12, 2026. Deutsche Bank upgraded PKG to Buy on May 4 citing a positive inflection. On May 6, Zacks Research cut its Q2 2026 EPS estimate sharply to $2.33 from $2.65, although they raised longer-dated 2027 EPS estimates. Q1 2026 earnings (reported April) beat with EPS $2.40 ex-items vs $2.17 est on revenue $2.37B and a 22% EBITDA margin. PKG shares are up 8.9% over the past month and the stock traded near $222-$227 in early May. Recent UBS PT $232 Neutral and JPMorgan $246 Overweight.

Zacks Research Pessimistic Outlook for PKGdailypolitical.comAssessing PKG Valuation After Share Price Strengthsimplywall.stPKG Stock Price News Yahoo Financefinance.yahoo.com

Packaging Corporation of America delivered Q1 2026 adjusted net income of $215M ($2.40 adj EPS) beating estimates, but revenue of $2.37B fell short of the $2.44B forecast. Q2 guidance of $2.33 EPS sits notably below the $2.75 consensus, prompting Zacks to lower Q2 estimates on May 6. The stock has rebounded 8.9% over the past month to $222.71 ahead of the May 12 annual shareholder meeting. EBITDA margin held at 22% on $2.4B sales despite higher freight costs and acquisition-related expenses. JPMorgan raised its PT to $246 (Overweight), and UBS lifted to $232 (Neutral).

Assessing PKG Valuation After Recent Share Price Strengthsahmcapital.comPKG Q1 2026 Earnings Beat Despite Revenue Misschartmill.comZacks Research Issues Pessimistic Outlook for PKG Earningsdailypolitical.com

Packaging Corporation of America reported Q1 2026 with adjusted EPS of $2.40 (beat $2.16 estimate) and revenue of $2.37B (missed $2.44B estimate). Company delivered strong 22% EBITDA margin with $2.4B net sales despite freight cost pressures. Deutsche Bank upgraded PKG to Buy from Hold on May 4, citing positive inflection. UBS raised price target to $232 from $225 on April 28. Stock showed 8.9% one-month return. Consensus analyst rating is Buy with price target of $236.25 (up 6.85%). Annual shareholder meeting scheduled for May 12.

Packaging Corp of America (NYSE:PKG) Reports Q1 2026 Earnings Beat Despite Revenue Misschartmill.comNews Releases | Packaging Corporation of America - Investorsir.packagingcorp.com

Packaging Corporation of America delivered solid Q1 2026 results with $2.4B net sales and strong 22% EBITDA margin despite headwinds from higher freight costs. The company reported net income of $215M excluding special items and $1.91 per share reported EPS, demonstrating resilience in pricing and mix. Deutsche Bank upgraded PKG to Buy on May 4 citing positive inflection, while analysts expect continued price increases and strong operational performance driven by acquisitions and capital investments.

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Packaging Corporation reported Q1 2026 net sales of $2.4 billion, up from $2.1 billion year-ago, with adjusted EPS of $2.40 (10.6% increase). Net income before special items was $215 million. Special items included restructuring of Wallula mill and corrugated facility closures. Deutsche Bank upgraded stock to Buy on "positive inflection." Stock gained 8.9% in one month. Consensus rating Moderate Buy with valuation showing 40% upside gap.

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