Packaging Corporation of America — Wall Street Analyst Estimates & Price Targets

PKG

NYSEConsumer CyclicalPackaging & ContainersCIK 0000075677packagingcorp.comAbout PKG

Last close · Oct 16, 2026236.00+3.42 (+1.47%)

Market cap$21.0B

4 firms' latest targets, last 90 days: median $281.50 ($272.00–$312.00), 19% above the last close.

Price and published targets

daily close, 12 months · each dot a target, a firm's latest darker

Each firm's latest target

last 90 days · 4 firms

Date	Firm	Target	Previous	Change	Vs price then	Vs price now
2026-10-05	UBS	$289.00	$292.00	▼ 1%	+26%	+22%
2026-08-12	Seaport Global	$272.00	—	—	+5%	+15%
2026-07-29	Argus Research	$274.00	$251.00	▲ 9%	+10%	+16%
2026-07-28	Loop Capital Markets	$312.00	—	—	+22%	+32%

Consensus estimates

revenue and EPS by fiscal year · reported years marked

FY	Revenue	YoY	EPS	YoY	Revenue range	EPS range	Analysts
2022reported	$8.5B	+10%	$11.03	+25%	est. $8.5B-1%	est. $11.01	1
2023reported	$7.8B	-8%	$8.48	-23%	est. $7.8B+0%	est. $8.41	5
2024reported	$8.4B	+7%	$8.93	+5%	est. $8.4B+0%	est. $9.12	6
2025reported	$9.0B	+7%	$8.58	-4%	est. $9.1B-1%	est. $9.93	8
2026	$10.1B	+12%	$10.47	+5%	$9.9B–$10.2B	$10.36–$10.62	8
2027	$10.9B	+9%	$14.11	+35%	$10.4B–$11.3B	$12.52–$17.63	8
2028	$11.3B	+3%	$14.66	+4%	$11.0B–$11.4B	$13.21–$17.61	7
2029	$11.2B	+0%	$16.60	+13%	$11.0B–$11.4B	$16.08–$17.03	3

A reported year shows the company's figures, with the consensus beside it (revenue against it in %). Reported EPS is GAAP diluted; the analysts' EPS usually leaves items such as stock compensation out, so the two are not like for like. Faded: a year the valuation models do not read — they read the first 3, and a later one only while 10 or more analysts cover every year up to it — or one under 5 analysts.

The analysts at a glance

$281.50median target, 19% above the last close

Firms with a target · last 90 days: 4
Lowest – highest target: $272.00 – $312.00
Current grades of 7 firms: positive / neutral / negative: 5 / 2 / 0
Upgrades / downgrades · 12 months: 4 / 1
Consensus revenue growth · next 3 FY: +8% a year

Current grades

each firm's latest · 7 firms

As of	Firm	Grade
2026-10-12	Truist	“Buy”
2026-10-07	Wells Fargo	“Equal Weight”
2026-10-05	UBS	“Buy”
2026-10-02	Citigroup	“Neutral”
2026-09-23	J.P. Morgan	“Overweight”
2026-09-11	Bank of America	“Buy”
2026-05-04	Deutsche Bank	“Buy”

Grade changes

last 24 months · 9

Date	Firm	Grade
2026-07-09	Wells Fargo	“Overweight” → “Equal Weight” downgrade
2026-05-20	UBS	“Neutral” → “Buy” upgrade
2026-05-04	Deutsche Bank	“Hold” → “Buy” upgrade
2026-04-01	Deutsche Bank	“Sell” → “Hold” upgrade
2026-01-06	Wells Fargo	“Equal Weight” → “Overweight” upgrade
2025-06-16	Jefferies	“Buy” → “Hold” downgrade
2025-05-09	Wells Fargo	“Overweight” → “Equal Weight” downgrade
2025-02-13	Seaport Global	“Neutral” → “Buy” upgrade
2024-12-18	Jefferies	“Hold” → “Buy” upgrade

51 older than 24 months

2024-04-24	Wells Fargo	“Equal Weight” → “Overweight” upgrade
2024-03-04	Bank of America	“Neutral” → “Buy” upgrade
2024-01-29	Seaport Global	“Buy” → “Neutral” downgrade
2023-09-27	Jefferies	“Underperform” → “Hold” upgrade
2022-12-15	Bank of America	“Buy” → “Neutral” downgrade
2022-10-18	Deutsche Bank	“Hold” → “Sell” downgrade
2022-02-17	UBS	“Sell” → “Neutral” upgrade
2022-01-31	Truist	“Hold” → “Buy” upgrade
2022-01-28	Seaport Global	“Neutral” → “Buy” upgrade
2021-01-12	BMO Capital	“Outperform” → “Market Perform” downgrade
2020-12-07	KeyBanc	“Underweight” → “Sector Weight” upgrade
2020-10-12	BMO Capital	“Market Perform” → “Outperform” upgrade
2020-07-16	Bank of America	“Neutral” → “Buy” upgrade
2020-04-20	Argus Research	“Buy” → “Hold” downgrade
2020-03-19	Argus Research	“Hold” → “Buy” upgrade
2020-01-31	Argus Research	“Buy” → “Hold” downgrade
2019-12-10	Goldman Sachs	“Neutral” → “Sell” downgrade
2019-11-26	Vertical Research	“Buy” → “Hold” downgrade
2019-07-15	Keybanc	“Sector Weight” → “Underweight” downgrade
2019-07-12	Seaport Global	“Buy” → “Neutral” downgrade
2019-04-26	Stephens & Co.	“Overweight” → “Equal Weight” downgrade
2019-04-16	Bank of America	“Buy” → “Neutral” downgrade
2019-01-09	Wells Fargo	“Outperform” → “Market Perform” downgrade
2018-10-09	BMO Capital	“Outperform” → “Market Perform” downgrade
2018-05-05	Argus	“Hold” → “Buy” upgrade
2018-02-12	D.A. Davidson	“Neutral” → “Buy” upgrade
2017-07-13	Goldman Sachs	“Sell” → “Neutral” upgrade
2017-07-10	Wells Fargo	“Outperform” → “Market Perform” downgrade
2017-07-06	KeyBanc	“Sector Weight” → “Equal Weight” revised
2017-02-06	Barclays	“Overweight” → “Equal Weight” downgrade
2017-01-31	D.A. Davidson	“Buy” → “Neutral” downgrade
2017-01-25	BMO Capital	“Market Perform” → “Outperform” upgrade
2016-11-22	Deutsche Bank	“Buy” → “Hold” downgrade
2016-11-15	BMO Capital	“Outperform” → “Market Perform” downgrade
2016-10-18	Bank of America	“Neutral” → “Buy” upgrade
2016-09-23	Deutsche Bank	“Hold” → “Buy” upgrade
2016-07-22	Deutsche Bank	“Buy” → “Hold” downgrade
2016-07-18	Buckingham Research	“Buy” → “Neutral” downgrade
2016-04-25	Argus Research	“Hold” → “Buy” upgrade
2016-04-11	Dundee	“Buy” → “Neutral” downgrade
2016-01-25	Citigroup	“Buy” → “Neutral” downgrade
2016-01-25	Macquarie	“Neutral” → “Underperform” downgrade
2016-01-08	Barclays	“Equal Weight” → “Overweight” upgrade
2015-09-15	Bank of America	“Buy” → “Neutral” downgrade
2015-07-22	BMO Capital	“Market Perform” → “Outperform” upgrade
2015-01-28	D.A. Davidson	“Neutral” → “Buy” upgrade
2014-12-09	D.A. Davidson	“Buy” → “Neutral” downgrade
2014-09-26	D.A. Davidson	“Neutral” → “Buy” upgrade
2014-07-23	CLSA	“Underperform” → “Buy” upgrade
2013-10-17	Wells Fargo	“Underperform” → “Market Perform” upgrade
2013-09-16	Jefferies	“Hold” → “Buy” upgrade

Targets, grades and estimates are quoted from third parties (via Financial Modeling Prep) and are theirs, not ours; each target links to the report it was published in. A firm counts once, at its latest target or grade.