NYSE· Paperboard Containers & Boxes· CIK 0000075677

PKG

PACKAGING CORP OF AMERICA

$228.51 ▼ -0.52%

Prev close $229.71

Market cap$20.4B

ConsensusBuy

12-mo target$259.30 (+13.5%)

▲ Bullish

Analyst conviction 6/10

37 New Institutional Positions13 Institutional ExitsCongressional Activity (1) Materials & Mining

Snapshot

The big-picture read on PKG right now — valuation, ownership and activity at a glance.

Market Cap

$20.4B

Cap Size

Large Cap

Analyst Consensus

Buy (63%)

Inst. Holders

50 funds

Inst. Value

$15.8B

Inst. Activity

37 buys / 13 sells

Insider Activity

$0.00 buy / $12.2M sell

Insider Net $

-$12.2M

SEC Reports

Congressional

3 trades

Price chart 30d -2.2%

Daily candles (open–high–low–close) with volume. Green = up day, red = down day.

Vol

Recent activity

The latest filings, insider trades, analyst actions, press and options flow — newest first.

Sep 15, 2026 short_interest_report

Short Interest: PKG up 25% to 3.3M shares

Settlement 2026-09-15 | Days to cover: 5.23 | ≈3.76% of shares outstanding (est.)

Aug 25, 2026 Congress

April McClain Delaney sell

$50,001 - $100,000 — House

Aug 20, 2026 Insider

Shirley Donald R. sold 12,000 shares

Exec. VP @ $250.71 ($3.0M)

Aug 7, 2026 Insider

Hassfurther Thomas A sold 7,063 shares

President @ $254.00 ($1.8M)

Aug 5, 2026 Insider

Hassfurther Thomas A sold 8,797 shares

President @ $257.00 ($2.3M)

Jun 30, 2026 Inst.

Bank of New York — ADD

3,139,561 shares ($748.1M)

Jun 30, 2026 Inst.

MILLENNIUM MANAGEMENT LLC — ADD

1,692,740 shares ($403.3M)

Apr 29, 2026 Congress

April McClain Delaney buy

$1,001 - $15,000 — House

Analyst ratings buy % +26.0%

How Wall Street rates the stock today, and the latest firm-by-firm actions.

Buy 63% rate it Buy or better · 16 analysts

Strong Buy 3 19% Buy 7 44% Hold 6 38% Sell 0 0% Strong Sell 0 0%

Recent analyst actions

Date	Firm	Action	Rating	Firm rating
Sep 23, 2026	JP Morgan	MAINTAIN	Overweight	55%
Sep 11, 2026	B of A Securities	MAINTAIN	Buy	54%
Aug 13, 2026	UBS	MAINTAIN	Buy	55%
Jul 28, 2026	Citigroup	MAINTAIN	Neutral	55%
Jul 28, 2026	JP Morgan	MAINTAIN	Overweight	55%
Jul 25, 2026	UBS	MAINTAIN	Buy	55%
Jul 24, 2026	JP Morgan	MAINTAIN	Overweight	55%
Jul 15, 2026	Truist Securities	MAINTAIN	Buy	55%
Jul 14, 2026	B of A Securities	MAINTAIN	Buy	54%
Jul 9, 2026	Citigroup	MAINTAIN	Neutral	55%

Monthly consensus history

Period	Str. Buy	Buy	Hold	Sell	Buy %
Sep 1, 2026	3	7	6	0	63%
Aug 1, 2026	3	7	6	0	63%
Jul 1, 2026	3	8	5	0	69%
Jun 1, 2026	3	8	5	0	69%
May 1, 2026	3	6	7	0	56%
Apr 1, 2026	3	6	5	1	60%
Mar 1, 2026	3	6	6	1	56%
Feb 1, 2026	3	6	6	1	56%

Price targets

Where 10 covering analysts think PKG trades over the next 12 months.

$259.30 +13.5% upside Buy

Current$228.51 Low$167.00 Median$265.00 High$320.00 10 analysts

$167.00$320.00

Analyst rating Buy· 2.0/5 as of Oct 2, 2026

Reports & filings

AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.

1 SEC filing reports analyzed · 0 bullish, 0 bearish, 0 mixed, 1 neutral · avg impact 3.0/10.

NEUTRALDEFA14A3/10

Packaging Corporation of America (PKG) filed its definitive proxy statement (DEFA14A) for the 2026 A

Mar 27, 2026

Upcoming & catalyst events

Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.

Sep 15, 2026

short_interest_report

Short Interest: PKG up 25% to 3.3M shares

Settlement 2026-09-15 | Days to cover: 5.23 | ≈3.76% of shares outstanding (est.)

Sep 7, 2026

dark_pool

Dark Pool: PKG — 0.8M shares, 28,366 trades

Week starting 2026-09-07. Total ATS volume: 829,693 shares across 28,366 trades.

Aug 31, 2026

dark_pool

Dark Pool: PKG — 0.8M shares, 29,366 trades

Week starting 2026-08-31. Total ATS volume: 769,404 shares across 29,366 trades.

Aug 24, 2026

dark_pool

Dark Pool: PKG — 0.7M shares, 25,536 trades

Week starting 2026-08-24. Total ATS volume: 666,072 shares across 25,536 trades.

Aug 17, 2026

dark_pool

Dark Pool: PKG — 0.6M shares, 30,226 trades

Week starting 2026-08-17. Total ATS volume: 639,197 shares across 30,226 trades.

Earnings estimates

Forecast earnings per share and revenue by period — and whether estimates are rising.

Period	EPS Est.	Range	Growth	30d Rev	Up/Dn	Revenue	#
Current Q	$2.91	$2.90–$2.91	6.5%	-0.8%	3↑ 5↓	$2.6B	3
Next Q	$2.80	$2.71–$2.89	20.7%	-0.0%	6↑ 2↓	$2.6B	3
Current FY	$10.45	$10.37–$10.54	6.2%	-0.4%	6↑ 2↓	$10.1B	3
Next FY	$13.12	$12.20–$14.85	25.5%	+1.4%	7↑ 1↓	$10.8B	9

Current-quarter EPS estimate — revision history

When	EPS estimate	Change vs now
Current	$2.907	—
7d ago	$2.930	-0.023
30d ago	$2.930	-0.023
60d ago	$2.909	-0.002
90d ago	$2.940	-0.033

Institutional ownership

Which big funds own PKG (from quarterly 13F filings) and who is adding or trimming.

50 institutional holders with $15.8B total value (66,430,010 shares) as of 2026-Q2. Top holders: BlackRock,, VANGUARD, STATE. Net buying activity: 37 institutions added/increased vs 13 reduced.

Top holders — 2026-Q2

Fund	Shares	Value	% Tracked	Last move
BlackRock, Inc.	7,711,541	$1.8B	11.6%	—
VANGUARD CAPITAL MANAGEMENT LLC	5,803,824	$1.4B	8.7%	—
STATE STREET CORP	4,615,464	$1.1B	7.0%	—
VANGUARD PORTFOLIO MANAGEMENT LLC	4,400,087	$1.0B	6.6%	—
JPMORGAN CHASE & CO	3,712,816	$882.4M	5.6%	—
Bank of New York Mellon Corp	3,139,561	$748.1M	4.7%	ADD +40.4%
FIL Ltd	2,772,813	$660.7M	4.2%	—
GEODE CAPITAL MANAGEMENT, LLC	2,499,804	$593.4M	3.7%	—
ROYAL BANK OF CANADA	2,235,961	$532.8M	3.4%	—
AMERICAN CENTURY COMPANIES INC	2,011,324	$479.3M	3.0%	—

Recent position changes

Fund	Action	Prev	Current	Change	Value
Bank of New York Mellon Corp	ADD	2,235,584	3,139,561	+40.4%	$748.1M
MILLENNIUM MANAGEMENT LLC	ADD	1,115,665	1,692,740	+51.7%	$403.3M
NORGES BANK	NEW	—	1,078,180	—	$256.9M
DEUTSCHE BANK AG\	DOUBLED	258,055	558,898	+116.6%	$133.2M
CITIGROUP INC	ADD	181,593	299,592	+65.0%	$71.4M
WESTWOOD HOLDINGS GROUP INC	TRIM	415,851	283,923	-31.7%	$67.7M
Neuberger Berman Group LLC	ADD	219,256	279,225	+27.4%	$66.5M
CITADEL ADVISORS LLC	TRIM	286,969	213,281	-25.7%	$50.8M
ADAGE CAPITAL PARTNERS GP, L.L.C.	TRIM	279,700	208,220	-25.6%	$49.6M
BNP PARIBAS FINANCIAL MARKETS	ADD	154,486	198,462	+28.5%	$47.3M

Insider activity

Buying and selling by company executives and directors (SEC Form 4).

15 insiders, 50 transactions. Net -$12.2M — $0.00 bought, $12.2M sold.

Date	Insider	Title	Type	Shares	Price	Value
Aug 20, 2026	Shirley Donald R.	Exec. VP	SELL	12,000	$250.71	$3.0M
Aug 7, 2026	Hassfurther Thomas A	President	SELL	7,063	$254.00	$1.8M
Aug 5, 2026	Hassfurther Thomas A	President	SELL	8,797	$257.00	$2.3M
Aug 3, 2026	Hassfurther Thomas A	President	SELL	12,531	$250.00	$3.1M
May 27, 2026	KOWLZAN MARK W	Chairman & CEO	SELL	9,266	$217.08	$2.0M
May 12, 2026	Harman Donna A.	Director	AWARD	591	—	—
May 12, 2026	GOWLAND KAREN E	Director	AWARD	591	—	—
May 12, 2026	PORTER ROGER B	Director	AWARD	591	—	—
May 12, 2026	SOULELES THOMAS S	Director	AWARD	591	—	—
May 12, 2026	BEEBE CHERYL K	Director	AWARD	591	—	—

Congressional trades

PKG trades disclosed by members of Congress, with disclosure delay.

1 members · 2 buys / 1 sells

Date	Member	Party	Chamber	Type	Amount	Asset	Disclosed
Aug 25, 2026	April McClain Delaney	D	HOUSE	SELL	$50,001 - $100,000	Packaging Corp Of America	Sep 10, 2026(17d)
Apr 29, 2026	April McClain Delaney	D	HOUSE	BUY	$1,001 - $15,000	Packaging Corp Of America	May 7, 2026(9d)
Apr 24, 2026	April McClain Delaney	D	HOUSE	BUY	$1,001 - $15,000	Packaging Corp Of America	May 7, 2026(14d)

Short interest & halts

FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for PKG.

Shares short

3,347,336

Settlement Sep 15, 2026

Change vs prior

+25.3%

Semi-monthly cycle

Days to cover

5.2

At avg daily volume

Of shares outstanding

≈3.8%

Estimate — not % of float

All PKG filing & press-release reports (1)

DEFA14A reportMar 27, 2026