Packaging and paper sector down ~12% since late Feb due to Iran military action, erasing 11% YTD gains.
BofA cut 2026/2027 EPS estimates and price targets for PKG, BALL, SLGN, SON, citing higher oil, energy, and resin costs.
Despite cuts, BofA maintains Buy ratings on all four stocks, highlighting containerboard volumes, metal supply chain stability, and attractive valuations.