Packaging Corporation of America

• PKG Stock Price 24h change: +1.33%. From 217.11 USD to 220.00 USD.
• From a technical perspective, the stock maintains a "Strong Buy" outlook. The 14-day RSI is approximately 62.22, suggesting positive momentum without being overbought, while moving averages (MA10 to MA200) consistently signal an uptrend. Short-term resistance is noted near 222.22 USD.
• Analysts have updated Q4 2025 estimates ahead of the January 28 earnings call, forecasting Packaging segment sales of $2.19 billion, a 10.6% year-over-year increase.
• Bank of America recently identified PKG as one of the top four paper and packaging stocks to watch in 2026, citing its strong positioning within the sector.
• The company continues its reconfiguration of the Wallula mill, expected to conclude by Q1 2026, aimed at reducing production costs by approximately $125 per ton.
• Global secondary packaging market is projected to reach $300 billion by 2030, driven by a 45% projected rise in European e-commerce packaging volumes.
• Industry-wide trends for 2026 emphasize a shift toward "smart packaging" and digital product passports to meet new regulatory transparency requirements in major markets.

• PKG Stock Price (Jan 20, 2026): $217.11. 24h change: -1.91% (from $221.33). The decline reflects investor caution ahead of the Q4 2025 earnings report scheduled for January 27, alongside a broader sector-wide downgrade due to valuation concerns and a muted macroeconomic outlook.
• From a technical perspective, the stock is in a "consolidated bullish" phase: while the 50-day ($215.96) and 200-day ($207.39) moving averages provide solid long-term support, short-term indicators like the 5-day MA ($222.73) suggest a temporary sell signal. The RSI at 62.2 remains in a healthy buy/neutral range, indicating the long-term uptrend is intact but facing immediate resistance near the 52-week high of $242.68.
• Packaging Corporation of America is set to announce its Q4 2025 earnings on January 27, with analysts expecting an EPS of $2.41 on revenue of $2.43 billion; Zacks Research recently adjusted Q1 2026 EPS estimates upward to $2.38.
• Analysts at Seeking Alpha downgraded PKG to "Sell" on January 20, citing that positive catalysts like the Greif acquisition synergies are already priced into the current valuation, leaving limited upside and potential 10% downside.
• The company recently confirmed planned management changes, including Robert P. Mundy stepping down as CFO on May 1, 2025, with General Counsel Kent A. Pflederer set to succeed him as part of a long-term transition ending in March 2026.
• North American containerboard production capacity saw a historic 10% pullback (4 million tons) in 2025; analysts expect 2026 to be a "retooling" year with modest demand growth of 1% to 1.5% as operating rates begin to climb back toward the mid-90s.
• The Suez Canal Economic Zone and Eroglu Global finalized a $175 million contract on January 21 to build a new massive packaging facility, signaling continued global capacity expansion despite the recent North American consolidation.