Packaging Corporation of America (PKG) 주식 개요
패키징 코퍼레이션 오브 아메리카는 북미에서 컨테이너보드 및 비코팅 프리시트(UFS) 종이 제품을 제조 및 판매합니다. 자세히 보기
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Analyst Price Targets
Packaging Corporation of America 경쟁사
가격 이력 및 성과
| 과거 주가 | |
|---|---|
| 현재 주가 | US$248.63 |
| 52주 최고가 | US$258.81 |
| 52주 최저가 | US$189.03 |
| 베타 | 0.82 |
| 1개월 변동 | 4.34% |
| 3개월 변동 | 14.02% |
| 1년 변동 | 28.33% |
| 3년 변동 | 60.18% |
| 5년 변동 | 79.46% |
| IPO 이후 변동 | 1,971.92% |
최근 뉴스 및 업데이트
내러티브 업데이트 • Jul 29
PKG: Containerboard Price Hikes And Cost Pressures Are Expected To Shape Returns
Analysts have nudged the fair value estimate for Packaging Corporation of America higher to $256.70 from $245.00, reflecting recent price target increases tied to containerboard pricing power, tighter supply fundamentals, and updated earnings expectations across the Street. Analyst Commentary Recent Street research on Packaging Corporation of America highlights a mix of optimism around pricing power and earnings potential, alongside some caution on costs and valuation.Seeking Alpha • Jul 23
Cost Pressures Make Packaging Corporation of America Unattractive
Summary Packaging Corporation of America remains a strong operator, but shares are overvalued at 20x earnings amid persistent cost headwinds. PKG's Q2 saw record shipment volumes and pricing actions, yet margin gains are offset by rising freight, electricity, and input costs. Despite a robust balance sheet and stable 2.6% dividend, PKG's premium valuation is unjustified given limited profit acceleration prospects. I recommend selling PKG as risk/reward is unattractive; fair value is $205–$210, below current levels even assuming optimistic EPS. Read the full article on Seeking Alpha내러티브 업데이트 • Jul 15
PKG: Dividend Hike And June Pricing Actions Are Expected To Support Returns
Packaging Corporation of America’s analyst price target is updated from $235.90 to $245.00, as analysts factor in higher Street targets, including recent raises from UBS, BofA, Citi and Wells Fargo that reference pricing power, expected benefits from the June price hike, and a more balanced risk and reward profile. Analyst Commentary Recent research on Packaging Corporation of America highlights a mix of optimism around pricing power and caution around demand trends and valuation, giving you a balanced set of signals to weigh.Recent updates
내러티브 업데이트 • Jul 29
PKG: Containerboard Price Hikes And Cost Pressures Are Expected To Shape Returns
Analysts have nudged the fair value estimate for Packaging Corporation of America higher to $256.70 from $245.00, reflecting recent price target increases tied to containerboard pricing power, tighter supply fundamentals, and updated earnings expectations across the Street. Analyst Commentary Recent Street research on Packaging Corporation of America highlights a mix of optimism around pricing power and earnings potential, alongside some caution on costs and valuation.Seeking Alpha • Jul 23
Cost Pressures Make Packaging Corporation of America Unattractive
Summary Packaging Corporation of America remains a strong operator, but shares are overvalued at 20x earnings amid persistent cost headwinds. PKG's Q2 saw record shipment volumes and pricing actions, yet margin gains are offset by rising freight, electricity, and input costs. Despite a robust balance sheet and stable 2.6% dividend, PKG's premium valuation is unjustified given limited profit acceleration prospects. I recommend selling PKG as risk/reward is unattractive; fair value is $205–$210, below current levels even assuming optimistic EPS. Read the full article on Seeking Alpha내러티브 업데이트 • Jul 15
PKG: Dividend Hike And June Pricing Actions Are Expected To Support Returns
Packaging Corporation of America’s analyst price target is updated from $235.90 to $245.00, as analysts factor in higher Street targets, including recent raises from UBS, BofA, Citi and Wells Fargo that reference pricing power, expected benefits from the June price hike, and a more balanced risk and reward profile. Analyst Commentary Recent research on Packaging Corporation of America highlights a mix of optimism around pricing power and caution around demand trends and valuation, giving you a balanced set of signals to weigh.
내러티브 업데이트 • Jul 01
PKG: Sticky Price Hikes And Capital Returns Will Support Future Upside
Packaging Corporation of America’s analyst price target has been revised to $258 from $270 as analysts balance slightly lower modeled revenue growth and a higher discount rate with expectations for sticky price hikes, firm demand, and stable to improving margins. Analyst Commentary Recent research updates on Packaging Corporation of America point to a cluster of bullish analysts focusing on pricing power, execution on capacity, and the potential earnings impact of recent price actions.분석 기사 • Jun 18
Packaging Corporation of America (PKG) Stock Could Be 2.8% Undervalued Despite Margin Pressure
Recent commentary around Packaging Corporation of America (PKG) has focused on ongoing pressure from weak unit sales, rising costs, and declining operating margins, raising fresh questions about how its current profitability profile lines up with the stock’s valuation. See our latest analysis for Packaging Corporation of America. Despite concerns about shrinking margins and weaker unit sales, Packaging Corporation of America’s share price has climbed, with a 12.17% 3 month share price return...
내러티브 업데이트 • Jun 17
PKG: Cost Pressures And Execution Risks Will Weigh On Stock Price
For Packaging Corporation of America, the updated analyst price target framework reflects a modest fair value move from about $182.47 to $184.62, with analysts pointing to sticky price hikes, tighter supply conditions, and improving demand as key supports for revenue growth, margin assumptions, and pricing power. Analyst Commentary Recent research on Packaging Corporation of America highlights a mix of optimism around pricing and demand, alongside a series of more cautious adjustments that keep risk firmly on the table for investors watching the stock.내러티브 업데이트 • Jun 03
PKG: 2026 Dividend Hike And Pricing Power Are Expected To Support Margins
Analysts have nudged their implied fair value for Packaging Corporation of America to $235.9 per share. This move is supported by recent price target increases toward $248 and expectations that June’s $50 per ton price hike, tighter capacity and the company’s lack of European exposure could support slightly stronger revenue growth and margins under current assumptions.내러티브 업데이트 • May 19
PKG: 2026 Dividend And Margin Upside Are Expected To Support Rebound
Analysts have raised the Packaging Corporation of America fair value estimate from $226.40 to $234.30, citing a combination of higher expected profit margins, a lower assumed discount rate, and updated P/E assumptions following a series of recent price target moves and an upgrade that noted a potential positive inflection. Analyst Commentary Recent Street research on Packaging Corporation of America has been active and mixed, with several firms adjusting price targets and one upgrade highlighting what it called a potential positive inflection in the story.내러티브 업데이트 • Apr 29
PKG: Weaker Containerboard Pricing Will Pressure Margins And 2026 Earnings
Analysts have lifted the implied fair value estimate for Packaging Corporation of America from about $168 to roughly $182, reflecting recent mixed but active revisions to price targets as they reassess revenue growth expectations, profit margins, and the appropriate forward P/E multiple. Analyst Commentary Recent Street research on Packaging Corporation of America spans a wide range of price target moves and rating updates, giving you a mixed picture of how professionals are framing the risk and reward tradeoff.내러티브 업데이트 • Apr 14
PKG: 2026 Pricing And Buybacks Are Expected To Support Balanced Outlook
Analysts have trimmed the Packaging Corporation of America price target by about $4 to $226.40, reflecting updated views on softer revenue growth, margin pressure, a slightly higher discount rate, and a higher future P/E assumption following recent sector research and price target revisions from major firms. Analyst Commentary Recent research on Packaging Corporation of America shows a mix of optimism and caution, with multiple firms adjusting price targets in both directions and one major bank highlighting sector headwinds tied to containerboard pricing.내러티브 업데이트 • Mar 31
PKG: Discipline In Supply Management Is Expected To Support Future Upside
Analyst price targets on Packaging Corporation of America have shifted within a relatively tight range, with some firms nudging targets higher toward $273 and others trimming them toward about $226 as analysts balance mixed views on containerboard pricing, volume headwinds into 2026, and updated assumptions for revenue growth, profit margins, and future P/E multiples. Analyst Commentary Recent research on Packaging Corporation of America reflects a mix of cautious and constructive views on the containerboard cycle, pricing trends, and volume expectations into 2026.내러티브 업데이트 • Mar 17
PKG: Future Pricing Power And Margin Discipline Expected To Support Upside
Analysts have nudged their fair value estimate for Packaging Corporation of America slightly lower from $273.00 to $270.00, reflecting softer containerboard pricing and a more cautious revenue growth outlook, partly offset by firmer profit margin assumptions and slightly lower discount and future P/E inputs. Analyst Commentary Street research on Packaging Corporation of America has tilted more cautious on near term pricing, but several bullish analysts still see support for the shares based on execution, relative valuation and potential for future containerboard pricing power.내러티브 업데이트 • Mar 03
PKG: Containerboard Price Weakness Will Challenge 2026 Returns
Analysts have nudged their price targets for Packaging Corporation of America higher overall, with moves such as BofA's increase to $255 and Truist's to $273, while smaller trims from other firms partly offset these changes. The revisions reflect mixed views on containerboard pricing, demand softness, and the potential for disciplined supply management to support margins and valuation multiples.내러티브 업데이트 • Feb 17
PKG: 2026 Volume Headwinds And Mill Restructuring May Pressure Returns
Analysts have lifted their average price target for Packaging Corporation of America by about $8 to reflect updated views on containerboard pricing power, changes in projected 2026 volumes, and a slightly higher assumed future P/E multiple. Analyst Commentary Recent research on Packaging Corporation of America points to a mixed backdrop, with some firms lifting price targets and others trimming estimates as they reassess containerboard volumes and valuation assumptions heading into 2026.내러티브 업데이트 • Feb 03
PKG: 2026 Pricing And Mill Restructuring Are Expected To Support Balanced Outlook
Analysts have adjusted their fair value estimate for Packaging Corporation of America to $230.40, up from $225.40. The revision reflects updated assumptions on revenue growth, profit margins, and future P/E multiples, informed by recent mixed price target moves and rating changes across the Street.내러티브 업데이트 • Jan 20
PKG: Containerboard Pricing Execution Is Expected To Drive Future Upside
Narrative Update on Packaging Corporation of America The analyst fair value estimate for Packaging Corporation of America has been lifted by $10 to $273, reflecting updated views from recent Street research that highlight mixed volume expectations into 2026, along with support from disciplined containerboard supply management, ongoing beverage can growth in North America and Europe, and containerboard price increases that analysts expect producers to implement successfully. Analyst Commentary Recent Street research shows a mix of caution on packaging volumes and consumer health, but also a cluster of supportive price targets and at least one upgrade that collectively frame Packaging Corporation of America as a name where execution on pricing and integration could matter as much as end demand.내러티브 업데이트 • Jan 05
PKG: Greif Acquisition And Containerboard Pricing Are Expected To Drive Upside
Narrative Update on Packaging Corporation of America Our analyst price target for Packaging Corporation of America moves to $263 from $244 as analysts factor in updated earnings forecasts, a higher discount rate, revised revenue growth and margin assumptions, and a lower future P/E, along with their views on potential effects from the Greif acquisition and containerboard pricing. Analyst Commentary Bullish analysts are updating their views on Packaging Corporation of America to reflect revised earnings estimates, ongoing industry pricing actions, and expected contributions from the pending Greif acquisition.내러티브 업데이트 • Dec 15
PKG: Greif Deal And 2026 Pricing Are Expected To Drive Balanced Outlook
Analysts nudged their fair value estimate for Packaging Corporation of America slightly higher to about $225 from roughly $225, citing modestly improved long term earnings power driven by containerboard pricing tailwinds, the benefits of recent containerboard asset acquisitions, and the company’s strong balance sheet and cash flow profile despite some trimmed Street price targets. Analyst Commentary Street research on Packaging Corporation of America reflects a generally constructive outlook on earnings power and valuation, tempered by some caution around near term risk and the current premium multiple.내러티브 업데이트 • Dec 01
PKG: Greif Acquisition Will Strengthen Scale While Market Awaits 2026 Pricing Trends
Narrative Update on Packaging Corporation of America Analysts have slightly lowered their average price target for Packaging Corporation of America by $0.20 to $224.70, citing revised earnings estimates and a balanced industry outlook following recent acquisition activity and evolving sector fundamentals. Analyst Commentary Recent research and updates from major brokerages present a nuanced outlook on Packaging Corporation of America, reflecting both optimism for future performance and some ongoing caution regarding sector dynamics and company-specific factors.내러티브 업데이트 • Nov 17
PKG: Greif Acquisition Will Boost Scale And Drive Dividend Upside Ahead
Analysts have recently adjusted their price targets for Packaging Corporation of America, with the average target changing by less than $1 as they consider the impact of industry supply shifts, stable margins, and benefits from the Greif acquisition. Analyst Commentary Recent Street research reveals a mix of optimism and caution regarding Packaging Corporation of America's outlook, with price targets moving both up and down as analysts assess the company's strategic initiatives and industry dynamics.내러티브 업데이트 • Nov 01
PKG: Recent Acquisition And Anticipated Price Increases Will Drive Upside
Analysts have slightly raised their average price target for Packaging Corporation of America. Updated forecasts reflect improved revenue growth projections and anticipated benefits from recent acquisitions, resulting in an increase of approximately $0.70 to $224.90 per share.분석 기사 • Oct 28
Packaging Corporation of America Just Missed EPS By 12%: Here's What Analysts Think Will Happen Next
Packaging Corporation of America ( NYSE:PKG ) came out with its quarterly results last week, and we wanted to see how...내러티브 업데이트 • Oct 18
Glendale Box Plant And Pricing Adjustments Will Strengthen Operations
The analyst price target for Packaging Corporation of America has increased by $5.50 to $224.20. This change reflects improved profit margin expectations, stronger revenue growth projections, and positive impacts from recent acquisitions, as highlighted by analysts.내러티브 업데이트 • Oct 03
Glendale Box Plant And Pricing Adjustments Will Strengthen Operations
Packaging Corporation of America's analyst price target has been raised from $216.11 to $218.70. Analysts cite improved industry dynamics, recent strategic acquisitions, and positive supply-side shifts as supporting factors for a stronger growth outlook.내러티브 업데이트 • Sep 18
Glendale Box Plant And Pricing Adjustments Will Strengthen Operations
Analysts have raised their price target for Packaging Corporation of America to $216.11, citing increased growth potential and cash flow from the Greif containerboard asset acquisition, improving demand and industry supply/demand dynamics, and the potential for higher dividends. Analyst Commentary Bullish analysts highlight increased scale and capacity from the acquisition of Greif’s containerboard assets, providing greater growth optionality over several years.분석 기사 • Aug 24
Packaging Corporation of America (NYSE:PKG) Has Announced A Dividend Of $1.25
Packaging Corporation of America ( NYSE:PKG ) has announced that it will pay a dividend of $1.25 per share on the 15th...분석 기사 • Aug 22
Does Packaging Corporation of America (NYSE:PKG) Have A Healthy Balance Sheet?
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Seeking Alpha • Apr 23
Packaging Corporation of America: Guidance Points To Significant Weakness Ahead
Summary Packaging Corporation of America shares dropped due to disappointing Q2 guidance, despite solid Q1 performance. Management's downbeat Q2 guidance, driven by rising trade tensions and potential tariffs, signals significant cyclical headwinds and reduced demand. PKG's strong balance sheet and prudent production cuts are positives, but the stock remains overvalued given the macroeconomic uncertainties and expected earnings decline. I maintain a "sell" rating on PKG, with a revised fair value of $160-$165, reflecting limited upside and continued downside risks. Read the full article on Seeking AlphaSeeking Alpha • Feb 02
Packaging Corporation of America: Turning Bullish As Momentum Builds (Rating Upgrade)
Summary Packaging Corporation of America delivered strong consolidated revenue growth last quarter, supported by a resilient demand environment, particularly in its packaging segment. Robust shipment growth and recent price increase are expected to fuel top line growth in the quarters ahead. Despite inflationary pressures, PKG's focus on cost efficiencies and pricing benefits should support margin expansion in FY25 and beyond. The stock trades slightly above peers and historical averages but is positioned for continued growth, making it a decent long-term buy. Read the full article on Seeking AlphaSeeking Alpha • Dec 24
Packaging Corporation of America: Overvaluation Makes It A 'Hold' Rather Than A 'Buy'
Summary PKG is a well-managed, fundamentally strong company, but its current valuation at $227/share is overvalued, making it a "Hold" rather than a "Buy." The company's impressive performance, including a near-doubling of share price and strong fundamentals, is overshadowed by its current 26x P/E ratio. I recommend reallocating capital to UPM Kymmene, which offers better valuation, higher yield, and significant upside potential compared to PKG. A fair investment price for PKG would be around $145/share, where it could offer a 15% annualized return with a 3%+ yield. Read the full article on Seeking Alpha주주 수익률
| PKG | US Packaging | US 시장 | |
|---|---|---|---|
| 7D | 6.3% | 6.4% | 0.5% |
| 1Y | 28.3% | 3.4% | 16.5% |
수익률 대 산업: PKG은 지난 1년 동안 3.4%의 수익을 기록한 US Packaging 산업보다 더 좋은 성과를 냈습니다.
수익률 대 시장: PKG은 지난 1년 동안 16.5%를 기록한 US 시장보다 더 좋은 성과를 냈습니다.
주가 변동성
| PKG volatility | |
|---|---|
| PKG Average Weekly Movement | 4.6% |
| Packaging Industry Average Movement | 5.4% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.3% |
| 10% least volatile stocks in US Market | 3.2% |
안정적인 주가: PKG는 지난 3개월 동안 US 시장에 비해 주가 변동성이 크지 않았습니다.
시간에 따른 변동성: PKG의 주간 변동성(5%)은 지난 1년 동안 안정적이었습니다.
회사 소개
| 설립 | 직원 수 | CEO | 웹사이트 |
|---|---|---|---|
| 1867 | 16,800 | Mark Kowlzan | www.packagingcorp.com |
패키징 코퍼레이션 오브 아메리카는 북미에서 컨테이너 보드 및 비코팅 프리시트(UFS) 종이 제품을 제조 및 판매합니다. 이 회사는 포장 및 제지 부문을 통해 운영됩니다. 패키징 부문은 제조된 제품을 보호하고 운송하는 데 사용되는 일반 배송 컨테이너, 소매점에서 포장된 제품을 상품화하는 데 도움이 되는 다색 상자 및 디스플레이, 허니콤 보호 포장 제품, 육류, 신선 과일 및 채소, 가공 식품, 음료 및 기타 산업 및 소비자 제품용 포장과 같은 다양한 라이너보드 및 골판지 포장 제품을 제공합니다.
Packaging Corporation of America 기초 지표 요약
| PKG 기초 통계 | |
|---|---|
| 시가총액 | US$22.09b |
| 순이익 (TTM) | US$687.40m |
| 매출 (TTM) | US$9.53b |
32.0x
주가수익비율(P/E)2.3x
주가매출비율(P/S)PKG는 고평가되어 있습니까?
공정 가치 및 평가 분석 보기순이익 및 매출
| PKG 손익계산서 (TTM) | |
|---|---|
| 매출 | US$9.53b |
| 매출원가 | US$7.55b |
| 총이익 | US$1.99b |
| 기타 비용 | US$1.30b |
| 순이익 | US$687.40m |
최근 보고된 실적
Jun 30, 2026
다음 실적 발표일
해당 없음
| 주당순이익(EPS) | 7.76 |
| 총이익률 | 20.84% |
| 순이익률 | 7.21% |
| 부채/자본 비율 | 95.2% |
PKG의 장기 실적은 어땠습니까?
과거 실적 및 비교 보기배당
2.0%
현재 배당 수익률32%
배당 성향기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/07/30 17:00 |
| 종가 | 2026/07/30 00:00 |
| 수익 | 2026/06/30 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.
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산업 및 섹터 지표
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분석가 소스
Packaging Corporation of America는 25명의 분석가가 다루고 있습니다. 이 중 10명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| David Coleman | Argus Research Company |
| Scott Gaffner | Barclays |
| Stephen Atkinson | BMO Capital Markets Equity Research |