Packaging Corp of America
About: Packaging Corp. of America is the third-largest containerboard and corrugated packaging manufacturer in the United States. It produces over 4.5 million tons of containerboard annually. The company's share of the domestic containerboard market is roughly 10%. PCA differentiates itself from larger competitors by focusing on smaller customers and operating with a high degree of flexibility.
Employees: 15,400
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
178% more first-time investments, than exits
New positions opened: 153 | Existing positions closed: 55
129% more funds holding in top 10
Funds holding in top 10: 7 [Q3] → 16 (+9) [Q4]
13% more capital invested
Capital invested by funds: $17.1B [Q3] → $19.4B (+$2.22B) [Q4]
10% more funds holding
Funds holding: 800 [Q3] → 883 (+83) [Q4]
2.21% more ownership
Funds ownership: 88.73% [Q3] → 90.94% (+2.21%) [Q4]
8% more call options, than puts
Call options by funds: $34.6M | Put options by funds: $32M
6% more repeat investments, than reductions
Existing positions increased: 306 | Existing positions reduced: 290
Research analyst outlook
3 Wall Street Analysts provided 1 year price targets over the past 3 months
3 analyst ratings
Truist Securities Michael Roxland 29% 1-year accuracy 17 / 58 met price target | 26%upside $237 | Buy Maintained | 24 Apr 2025 |
Wells Fargo Gabe Hajde 42% 1-year accuracy 27 / 64 met price target | 9%upside $205 | Overweight Maintained | 24 Apr 2025 |
Seaport Global Mark Weintraub 67% 1-year accuracy 2 / 3 met price target | 32%upside $250 | Buy Upgraded | 13 Feb 2025 |
Financial journalist opinion
Based on 9 articles about PKG published over the past 30 days









