What is the 13F Pro Quality Score for PKG?

13F Pro ranks PACKAGING CORP OF AMERICA (PKG) on the 13F Pro Quality Score, a 0–100 composite of 32 fundamental signals including return on invested capital, free cash flow consistency, balance-sheet strength, earnings quality, growth durability, and valuation discipline. The score refreshes after each 10-K and 10-Q filing on SEC EDGAR. View PKG's current score at https://13fpro.ai/company/PKG (free sign-up required for the full ranking).

Which hedge funds own the most PKG stock?

Based on the most recent Form 13F-HR filings on SEC EDGAR, the largest reported institutional holders of PKG include BlackRock,, PRICE T ROWE ASSOCIATES /MD/, VANGUARD CAPITAL MANAGEMENT. Holdings are reported quarterly within 45 days of quarter-end and updated on https://13fpro.ai/company/PKG as soon as new 13F filings post.

Where does 13F Pro source PKG data?

All PACKAGING CORP OF AMERICA fundamentals and ownership data come directly from SEC EDGAR. PACKAGING CORP OF AMERICA files with the SEC under CIK 75677. 13F Pro ingests XBRL financial facts from 10-K and 10-Q filings, Form 13F-HR institutional holdings, and Form 4 insider transactions, with no third-party rewrites or estimates.

What sector is PKG in?

PACKAGING CORP OF AMERICA (PKG) is classified in the Materials sector. 13F Pro publishes sector-level fund flow analysis and quality leaders at https://13fpro.ai/research/sector/materials.

What drives PKG's revenue?

Per PACKAGING CORP OF AMERICA's latest 10-Q filed with the SEC on 2026-08-07, the biggest revenue drivers are: Packaging ($2,311.3M, +15.2% YoY); Paper ($157.3M, +7.9% YoY); Corporate and Other ($21.3M). Figures are extracted from the filing text and machine-verified against the document. Full breakdown at https://13fpro.ai/company/PKG.

What are PKG's largest expenses?

PACKAGING CORP OF AMERICA's latest 10-Q reports these as the largest expense items: Selling, general and administrative expenses ($179.3M, +17.0% YoY); Other expense, net ($42.0M). Sourced directly from SEC EDGAR filing text for Q2 FY2026 (quarter ended June 30, 2026).

How often is PKG research updated on 13F Pro?

PKG's fundamentals refresh within hours of each new 10-K or 10-Q filing on SEC EDGAR. Institutional ownership updates after each quarterly 13F filing window. Insider transactions update after each Form 4 filing. The 13F Pro Quality Score recalculates after every fundamentals refresh.

PACKAGING CORP OF AMERICA(PKG)Stock Analysis

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Materials →NYSElarge

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SEC EDGAR: CIK 75677 PKG stock profile & AI dashboard →

13F Pro Quality Score

63.0/100

Rank #664 of 2,961 stocksTOP 25%

View Materials peers →

Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.

Revenue Growth

58.3/100

Profitability

46.3/100

Balance Sheet

76.9/100

Earnings Quality

81.4/100

Free Cash Flow

49.9/100

Institutional Flow

54.2/100

Revenue Scale

86.0/100

Dilution Risk

75.1/100

Email me the moment this company reports earnings

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Why PKG Scores 63/100

exact factor attribution · 2026-09-11

PKG's composite is driven by scale and earnings quality. Bars show each factor's exact push vs. a median company, using the same weights the ranking engine applies.

Scale

+5.4 pts

86th pct

Earnings quality

+3.1 pts

81th pct

Capital efficiency

+2.7 pts

77th pct

Revenue growth

+1.7 pts

58th pct

Shareholder dilution

+1.3 pts

75th pct

Institutional flow

+0.2 pts

54th pct

Free cash flow

-0.0 pts

50th pct

Profitability

-0.6 pts

46th pct

Earnings growth

-0.8 pts

35th pct

Latest change (2026-08-08): 70 → 66 · ↓ Profit margin 66→52; ↓ Earnings growth 52→38

Factor percentiles are cross-sectional ranks across the ~2,800-stock scored universe, computed from SEC EDGAR filings. Not investment advice.

PKG Stock Analysis & AI Quality Score

Data updated 2026-09-11

AI stock analysis and institutional research for PACKAGING CORP OF AMERICA (PKG), a Materials sector company. 13F Pro's AI-powered ranking engine scores PKG at 63.0/100 on a 32-signal composite quality model, placing it at rank #664 of 2,961 stocks — the top 25% of the AI-ranked universe. PKG scores in the top quartile across revenue scale (86.0), earnings quality (81.4), balance sheet strength (76.9). Based on the latest XBRL financial filings (Q2 2026), PACKAGING CORP OF AMERICA reports quarterly revenue of $2.5B, net income of $192.1M, an operating margin of 11.7%. Top institutional holders of PKG by reported 13-F value include BlackRock, PRICE T ROWE ASSOCIATES, VANGUARD CAPITAL MANAGEMENT, based on the most recent SEC filings. PKG trades on the NYSE exchange and files with the SEC under CIK 75677. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate PKG daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for PACKAGING CORP OF AMERICA directly from SEC EDGAR. PACKAGING CORP OF AMERICA's 13F Pro composite quality score has ranged between 54 and 70 since 2021, currently 63.0 — an improving long-term trajectory across 68 quarterly and live scoring snapshots.

What's Driving PKG's Business? Latest 10-Q Breakdown

AI-extracted from PACKAGING CORP OF AMERICA's 10-Q filed 2026-08-07 — Q2 FY2026 (quarter ended June 30, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.

Net sales rose 14.7% YoY to $2.49B on the Greif acquisition and higher legacy volume, but net income fell to $192.1M as Wallula mill restructuring charges, higher freight, and higher interest expense outweighed the gains.

Biggest Revenue Drivers

Packaging$2,311.3M+15.2% YoY

Higher volume from the acquired Greif business (+$258M) and higher legacy volume (+$58M), partially offset by lower containerboard and corrugated products prices and mix (-$11M)

Paper$157.3M+7.9% YoY

Higher volumes (+$9M) and higher prices and mix (+$2M)

Biggest Revenue Drivers

Total revenue: $2.49B+14.7% YoY

Packaging$2,311.3M+15.2% YoY

Higher volume from the acquired Greif business (+$258M) and higher legacy volume (+$58M), partially offset by lower containerboard and corrugated products prices and mix (-$11M)

Paper$157.3M+7.9% YoY

Higher volumes (+$9M) and higher prices and mix (+$2M)

Corporate and Other$21.3M

Primarily Louisiana Timber Procurement Company (LTP) sales to Boise Cascade

Largest Expense Items

Selling, general and administrative expenses$179.3M+17.0% YoY

Higher employee-related expenses, higher depreciation related to the acquired business, and higher IT and outside service expenses

Other expense, net$42.0M

Includes Wallula mill restructuring ($6.3M), facilities closure costs ($8.8M), acquisition/integration costs ($3.3M), and asset disposals ($11.0M)

Margins: Gross profit rose to $512.5M from $483.0M on higher volumes and lower maintenance outage expense, but operating income fell to $291.2M from $333.7M as Q2'26 included $24M of special-item expense (Wallula restructuring, facility closures, acquisition costs) versus $23M of special-item income a year earlier.

Watch Items from the Filing

PCA and seven other containerboard producers were named defendants in a July 29, 2025 antitrust class action alleging price-fixing conspiracy from November 2020 to present, seeking treble damages.
Wallula, Washington mill restructuring drove $187.7M of pre-tax charges, including $59.7M expensed in the first half of 2026, from the permanent shutdown of the No. 2 paper machine and kraft pulping facilities.
Interest expense, net more than doubled to $33.3M from $13.1M YoY due to debt financing for the $1.8B Greif Acquisition.
Reported containerboard prices increased $20/ton in Q1 2026, $30/ton in April, and $50/ton in June, expected to drive further price/mix improvement in Q3 and Q4 2026.
Legacy PCA business earnings declined $0.27/share YoY on higher freight, labor, fiber, and interest costs and unfavorable Packaging price/mix, while the acquired Greif business added $0.14/share.

AI-extracted and verified against SEC EDGAR filing text. Not investment advice.

Read the full 10-Q on SEC EDGAR →Share on X

Revenue

Q2 2026

$2.5B

Net Income

Q2 2026

$192.1M

Free Cash Flow

Q2 2026

$170.1M

Operating Margin

Q2 2026

11.7%

ROIC

Q2 2026

13.5%

D/E Ratio

Q2 2026

0.85

Period

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro

Revenue

+7.2% YoY

$8.99BFY 2025

FY22 $8.48BFY23 $7.80BFY24 $8.38BFY25 $8.99B

Net Income

-3.9% YoY

$774.1MFY 2025

FY22 $1.03BFY23 $765.2MFY24 $805.1MFY25 $774.1M

Operating Income

+0.5% YoY

$1.11BFY 2025

FY22 $1.42BFY23 $1.08BFY24 $1.10BFY25 $1.11B

EPS (Diluted)

-3.9% YoY

$8.58FY 2025

FY22 $11.03FY23 $8.48FY24 $8.93FY25 $8.58

Total Assets

+21.4% YoY

$10.73BFY 2025

FY22 $8.00BFY23 $8.68BFY24 $8.83BFY25 $10.73B

Total Debt

+60.2% YoY

$3.99BFY 2025

FY22 $2.49BFY23 $3.29BFY24 $2.49BFY25 $3.99B

Op. Cash Flow

+30.8% YoY

$1.56BFY 2025

FY22 $1.50BFY23 $1.32BFY24 $1.19BFY25 $1.56B

Free Cash Flow

+39.7% YoY

$728.6MFY 2025

FY22 $670.8MFY23 $845.4MFY24 $521.5MFY25 $728.6M

Metric	FY 2025	FY 2024	FY 2023	FY 2022	FY 2021	FY 2020
Revenue	$8.99B +7.2%	$8.38B +7.4%	$7.80B -8.0%	$8.48B +9.7%	$7.73B +16.1%	$6.66B
Net Income	$774.1M -3.9%	$805.1M +5.2%	$765.2M -25.7%	$1.03B +22.4%	$841.1M +82.5%	$461.0M
Operating Income	$1.11B +0.5%	$1.10B +2.4%	$1.08B -24.3%	$1.42B +14.4%	$1.24B +71.5%	$723.9M
EPS (Diluted)	$8.58 -3.9%	$8.93 +5.3%	$8.48 -23.1%	$11.03 +24.9%	$8.83 +82.4%	$4.84
Total Assets	$10.73B +21.4%	$8.83B +1.8%	$8.68B +8.5%	$8.00B +2.1%	$7.84B +5.4%	$7.43B
Total Debt	$3.99B +60.2%	$2.49B -24.3%	$3.29B +32.1%	$2.49B +0.0%	$2.49B -0.1%	$2.49B
Operating Cash Flow	$1.56B +30.8%	$1.19B -9.4%	$1.32B -12.0%	$1.50B +36.6%	$1.09B +5.9%	$1.03B
Free Cash Flow	$728.6M +39.7%	$521.5M -38.3%	$845.4M +26.0%	$670.8M +37.2%	$489.0M -20.0%	$611.6M

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Available Research

13F Pro tracks comprehensive data for PACKAGING CORP OF AMERICA including:

SEC EDGAR filings (10-K, 10-Q, 8-K)

XBRL financial facts (revenue, EPS, margins)

Insider transactions (Form 4)

Institutional 13F holdings

Quality rankings (32 signals)

AI analyst debates & daily meetings

Historical financial trends

Peer comparison & sector analysis

Top Institutional Holders of PKG

BlackRock, Inc.
$1.8B7,711,541 sh
PRICE T ROWE ASSOCIATES INC /MD/
$1.4B5,823,442 sh
VANGUARD CAPITAL MANAGEMENT LLC
$1.4B5,803,824 sh
STATE STREET CORP
$1.1B4,615,464 sh
VANGUARD PORTFOLIO MANAGEMENT LLC
$1.0B4,400,087 sh
JPMORGAN CHASE & CO
$882.4M3,712,816 sh
Bank of New York Mellon Corp
$748.1M3,139,561 sh
FIL Ltd
$660.7M2,772,813 sh
GEODE CAPITAL MANAGEMENT, LLC
$593.4M2,499,804 sh
ROYAL BANK OF CANADA
$532.8M2,235,961 sh

Fund	Value	Shares
BlackRock, Inc.	$1.8B	7,711,541
PRICE T ROWE ASSOCIATES INC /MD/	$1.4B	5,823,442
VANGUARD CAPITAL MANAGEMENT LLC	$1.4B	5,803,824
STATE STREET CORP	$1.1B	4,615,464
VANGUARD PORTFOLIO MANAGEMENT LLC	$1.0B	4,400,087
JPMORGAN CHASE & CO	$882.4M	3,712,816
Bank of New York Mellon Corp	$748.1M	3,139,561
FIL Ltd	$660.7M	2,772,813
GEODE CAPITAL MANAGEMENT, LLC	$593.4M	2,499,804
ROYAL BANK OF CANADA	$532.8M	2,235,961

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Is PKG a good stock to buy?

13F Pro's AI-powered analysis of PACKAGING CORP OF AMERICA (PKG) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Materials sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for PKG are available on the PKG stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing. PKG is classified as a large company.

Which hedge funds own PKG?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling PKG. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of PACKAGING CORP OF AMERICA's investment landscape.