Latest revenue
$2.37B
as of 2026-03-31
Latest net income
$170.9M
as of 2026-03-31
Net margin
7.2%
as of 2026-03-31
Price · 5Y
Live market
delayed ≤15 min- Market cap
- $19.24B
- Enterprise value
- $18.61B
- P/E (trailing)
- 24.9×
- Forward P/E
- —
- P/B
- 4.05×
- Dividend yield
- 2.3%
- 52-wk high
- $249.51
- 52-wk low
- $184.76
- Beta
- —
- Shares out
- 89.1M
5-year trend
What this company does
Item 1. BUSINESS Packaging Corporation of America (“we,” “us,” “our,” “PCA,” or the “Company”) is the third largest producer of containerboard products and a leading producer of uncoated freesheet (UFS) paper in North America. We operate ten mills and 91 corrugated products plants and related facilities. We are headquartered in Lake Forest, Illinois and operate in the United States. We report in three reportable segments: Packaging, Paper and Corporate and Other. For segment financial information see Note 19, Segment Information, of the Notes to Consolidated Financial Statements in “Part II, Item 8, Financial Statements and Supplementary Data” of this Form 10-K. On September 2, 2025, we…
AI summary unavailable — showing raw filing excerpt
Generated from PKG's filing dated 2026-02-26
Key risks
Item 1A. RISK FACTORS Forward Looking Statements Some of the statements in this report and, in particular, statements found in Management’s Discussion and Analysis of Financial Condition and Results of Operations, that are not historical in nature are forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. Forward-looking statements include statements about our expectations regarding our future liquidity; earnings; expenditures; environmental, social, and governance (ESG) goals; and financial condition. These statements are often identified by the words “will,” “should,” “anticipate,” “believe,” “expect,” “intend,” “estimate,” “goals,” “hope,”…
AI summary unavailable — showing raw filing excerpt
Generated from PKG's filing dated 2026-02-26
Profitability
Gross margin
21.0%
1.2%Operating margin
12.3%
6.3%Net margin
8.6%
10.3%Return on equity
16.8%
7.9%Return on assets
7.2%
20.8%Leverage
Debt / equity
1.33×
32.5%Long-term debt / equity
0.86×
53.6%Debt / assets
57.1%
13.9%Earnings tracker
| Quarter | Revenue | YoY | Net income | YoY | Net margin |
|---|---|---|---|---|---|
Q1 2026 2026-03-31 | $2.37B | +10.6% | $170.9M | -16.1% | 7.2% |
Q4 2025 2025-12-31 | $2.36B | +10.1% | $101.9M | -53.9% | 4.3% |
Q3 2025 2025-09-30 | $2.31B | +6.0% | $226.9M | -4.7% | 9.8% |
Q2 2025 2025-06-30 | $2.17B | +4.6% | $241.5M | +21.4% | 11.1% |
Q1 2025 2025-03-31 | $2.14B | +8.2% | $203.8M | +38.7% | 9.5% |
Q4 2024 2024-12-31 | $2.15B | — | $221.2M | — | 10.3% |
Q3 2024 2024-09-30 | $2.18B | +12.7% | $238.1M | +30.0% | 10.9% |
Q2 2024 2024-06-30 | $2.08B | +6.3% | $198.9M | -1.9% | 9.6% |
Year-over-year change vs the same fiscal quarter one year prior. Revenue + net income sourced from SEC 10-Q / 10-K filings — no analyst-consensus dependency.
Industry trend
Paperboard Containers & Boxes · SIC 2650
Your notes
Keep private notes on PKG — thesis, target price, catalysts to watch.
Visible only to you. Never shared. Never used to train AI.
Insider activity
Insider buying
$0
Insider selling
$8.2M
Net activity
−$8.2M
Distinct insiders
2
Open-market trades over the last 365 days.
Recent transactions
| Date | Insider | Type | Shares | Price | Value |
|---|
Source: SEC Form 4 filings. Officers, directors, and 10%+ owners must disclose share transactions within two business days. RSU grants and tax-withholding rows are excluded by default — compensation activity is not a trading signal.
Who owns PKG
Institutional value
$8.82B
Total shares held
43.3M
Distinct holders
637
As of
2026-03-31
Filers with $100M+ AUM disclose holdings 45 days after quarter end.
Top institutional holders
| # | Manager | Shares | Value | QoQ change | Action |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 7.7M | $1.64B | — | New |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | 5.8M | $1.23B | — | New |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | 4.4M | $929.6M | — | New |
| 4 | JPMORGAN CHASE & CO | 3.4M | $716.4M | — | New |
| 5 | Bank of New York Mellon Corp | 2.2M | $474.4M | — | New |
| 6 | Boston Partners | 1.6M | $332.5M | — | New |
| 7 | DIMENSIONAL FUND ADVISORS LP | 1.3M | $275.2M | — | New |
| 8 | Invesco Ltd. | 1.1M | $239.5M | — | New |
| 9 | STIFEL FINANCIAL CORP | 563.0K | $119.5M | — | New |
| 10 | VANGUARD FIDUCIARY TRUST CO | 503.2K | $106.8M | — | New |
| 11 | WELLS FARGO & COMPANY/MN | 492.0K | $104.4M | — | New |
| 12 | Legal & General Group Plc | 485.7K | $103.1M | — | New |
| 13 | PRINCIPAL FINANCIAL GROUP INC | 480.4K | $101.9M | — | New |
| 14 | UBS Group AG | 449.5K | $95.4M | — | New |
| 15 | PFA Pension, Forsikringsaktieselskab | 361.5K | $76.7M | — | New |
| 16 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 342.9K | $72.8M | — | New |
| 17 | REGIONS FINANCIAL CORP | 339.9K | $72.1M | — | New |
| 18 | Pictet Asset Management Holding SA | 328.6K | $69.7M | — | New |
| 19 | WESTFIELD CAPITAL MANAGEMENT CO LP | 303.8K | $64.5M | — | New |
| 20 | Nuveen, LLC | 278.2K | $59.0M | — | New |
Source: SEC Form 13F-HR. Positions aggregated across sub-managers within each firm. Options (puts/calls) excluded — common stock only.
Top questions investors are asking
Coming once PKG's latest filing finishes processing.