Packaging and paper sector down ~12% since late Feb due to Iran military action, wiping 11% YTD gains.
BofA cut 2026‑2027 EPS estimates and price targets for PKG, BALL, SLGN, SON, but retained Buy ratings across the sector.
PKG’s free cash flow forecast raised to $1.1bn; Ball reported Q4‑2025 EPS $0.91 with 6% volume rise and analyst upgrades.
Silgan announced 5% dividend increase and potential medical‑packaging acquisition; Sonoco’s Q1‑2026 EPS $1.20 met forecasts but revenue $1.68bn missed.