TKG Advisors LLC Purchases 6,820 Shares of Packaging Corporation of America $PKG

TKG Advisors LLC increased its position in shares of Packaging Corporation of America (NYSE:PKG) by 117.7% during the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 12,616 shares of the industrial products company’s stock after acquiring an additional 6,820 shares during the period. TKG Advisors LLC’s holdings in Packaging Corporation of America were worth $2,602,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also bought and sold shares of PKG. NBC Securities Inc. grew its holdings in shares of Packaging Corporation of America by 0.9% during the fourth quarter. NBC Securities Inc. now owns 11,886 shares of the industrial products company’s stock worth $2,451,000 after purchasing an additional 104 shares during the last quarter. B. Metzler seel. Sohn & Co. AG grew its holdings in Packaging Corporation of America by 385.3% during the 4th quarter. B. Metzler seel. Sohn & Co. AG now owns 34,475 shares of the industrial products company’s stock worth $7,123,000 after acquiring an additional 27,371 shares during the last quarter. G&S Capital LLC increased its position in Packaging Corporation of America by 110.1% in the 4th quarter. G&S Capital LLC now owns 12,886 shares of the industrial products company’s stock valued at $2,657,000 after acquiring an additional 6,753 shares during the period. Kingswood Wealth Advisors LLC acquired a new position in shares of Packaging Corporation of America during the fourth quarter worth $241,000. Finally, M&T Bank Corp increased its holdings in Packaging Corporation of America by 49.7% in the fourth quarter. M&T Bank Corp now owns 83,583 shares of the industrial products company’s stock valued at $17,237,000 after purchasing an additional 27,750 shares during the period. Institutional investors and hedge funds own 89.78% of the company’s stock.

Packaging Corporation of America Stock Performance

Shares of PKG opened at $215.24 on Friday. The firm has a market capitalization of $19.16 billion, a P/E ratio of 26.19, a P/E/G ratio of 1.87 and a beta of 0.90. Packaging Corporation of America has a 52 week low of $178.30 and a 52 week high of $249.51. The stock has a 50 day moving average price of $218.26 and a two-hundred day moving average price of $212.53. The company has a debt-to-equity ratio of 0.86, a quick ratio of 1.94 and a current ratio of 3.17.

Packaging Corporation of America (NYSE:PKG) last posted its earnings results on Wednesday, April 22nd. The industrial products company reported $2.40 earnings per share for the quarter, beating analysts’ consensus estimates of $2.17 by $0.23. Packaging Corporation of America had a return on equity of 19.20% and a net margin of 8.04%.The company had revenue of $2.37 billion for the quarter, compared to analyst estimates of $2.45 billion. During the same quarter last year, the company earned $2.31 earnings per share. The company’s revenue for the quarter was up 10.6% on a year-over-year basis. Packaging Corporation of America has set its Q2 2026 guidance at 2.330-2.330 EPS. Equities analysts forecast that Packaging Corporation of America will post 10.81 earnings per share for the current fiscal year.

Packaging Corporation of America Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Wednesday, April 15th. Investors of record on Friday, March 13th were given a dividend of $1.25 per share. This represents a $5.00 dividend on an annualized basis and a dividend yield of 2.3%. The ex-dividend date of this dividend was Friday, March 13th. Packaging Corporation of America’s dividend payout ratio (DPR) is presently 58.34%.

Wall Street Analysts Forecast Growth

Several equities research analysts have recently weighed in on PKG shares. Wall Street Zen raised Packaging Corporation of America from a “sell” rating to a “hold” rating in a research note on Saturday, January 3rd. Argus raised shares of Packaging Corporation of America to a “strong-buy” rating in a research report on Thursday, February 26th. Deutsche Bank Aktiengesellschaft started coverage on Packaging Corporation of America in a research note on Wednesday, April 1st. They issued a “hold” rating and a $225.00 price objective on the stock. Truist Financial lowered their target price on Packaging Corporation of America from $267.00 to $260.00 and set a “buy” rating for the company in a report on Tuesday. Finally, Wells Fargo & Company lowered their price objective on shares of Packaging Corporation of America from $234.00 to $226.00 and set an “overweight” rating for the company in a research note on Tuesday, April 7th. One analyst has rated the stock with a Strong Buy rating, three have issued a Buy rating and six have issued a Hold rating to the stock. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $229.00.

More Packaging Corporation of America News

Here are the key news stories impacting Packaging Corporation of America this week:

• Positive Sentiment: Q1 earnings beat consensus — PKG reported $2.40 EPS (ex-special items) vs. ~$2.17 expected, a surprise that underpinned the stock rally. Packaging Corporation of America Reports First Quarter 2026 Results
• Positive Sentiment: Pricing power and operational efficiency helped margins and profit growth, supporting investor confidence in near-term cash generation. Packaging Corp posts higher quarterly profit on strong pricing power, operational efficiency
• Neutral Sentiment: Analyst commentary and valuation checks: several write-ups note the solid quarter but say PKG’s valuation remains full after the share-price uptick — useful for investors weighing entry points. A Look At Packaging Corporation Of America (PKG) Valuation After Its Recent Share Price Uptick
• Neutral Sentiment: Full earnings/transcript availability — the call and transcripts provide management color on pricing cadence and mix that investors can use to model margin trajectory. Packaging Corp (PKG) Q1 2026 Earnings Transcript
• Negative Sentiment: Q2 guidance disappoints — management set Q2 EPS at $2.33, materially below the ~$2.52 consensus, creating near-term downside risk as price benefits are expected to build later (into Q3).
• Negative Sentiment: Revenue slightly missed and costs/special items noted — Q1 revenue came in a touch under estimates and analysts flagged margin pressure from special items and weaker peer results, tempering the beat. Packaging Corp. Q1 Earnings Beat Estimates on Pricing and Mix
• Negative Sentiment: Analyst downward revisions — at least one firm trimmed expectations / price targets after the print and guidance cut, which can cap upside until guidance proves conservative. Truist Financial Has Lowered Expectations for Packaging Corporation of America (NYSE:PKG) Stock Price

Insiders Place Their Bets

In other Packaging Corporation of America news, President Thomas A. Hassfurther sold 12,129 shares of the company’s stock in a transaction dated Thursday, February 5th. The shares were sold at an average price of $230.50, for a total value of $2,795,734.50. Following the completion of the sale, the president directly owned 197,062 shares of the company’s stock, valued at approximately $45,422,791. This represents a 5.80% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through the SEC website. Company insiders own 1.60% of the company’s stock.

About Packaging Corporation of America

Packaging Corporation of America (NYSE: PKG) is a leading North American manufacturer of containerboard and corrugated packaging products. The company produces a range of paper-based packaging solutions including linerboard, corrugating medium, corrugated shipping containers, retail-ready packaging and point-of-purchase displays. In addition to core packaging products, Packaging Corporation of America offers packaging design, testing and supply-chain services intended to optimize protection, cost and sustainability for customers.

Headquartered in Lake Forest, Illinois, the company operates an integrated network of mills and corrugated manufacturing facilities across the United States and serves customers throughout North America in industries such as e-commerce, grocery and food & beverage, consumer packaged goods and industrial markets.