QRG Capital Management Inc. Sells 44,796 Shares of Packaging Corporation of America $PKG

QRG Capital Management Inc. decreased its holdings in Packaging Corporation of America (NYSE:PKG) by 46.8% in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 50,918 shares of the industrial products company’s stock after selling 44,796 shares during the quarter. QRG Capital Management Inc. owned about 0.06% of Packaging Corporation of America worth $11,097,000 as of its most recent filing with the Securities & Exchange Commission.

Several other large investors have also added to or reduced their stakes in PKG. Trust Co. of Toledo NA OH bought a new position in Packaging Corporation of America in the 2nd quarter worth $33,000. Geneos Wealth Management Inc. raised its stake in Packaging Corporation of America by 40.4% in the first quarter. Geneos Wealth Management Inc. now owns 198 shares of the industrial products company’s stock worth $39,000 after buying an additional 57 shares in the last quarter. NBT Bank N A NY purchased a new stake in Packaging Corporation of America in the third quarter worth about $41,000. Global Wealth Strategies & Associates bought a new stake in Packaging Corporation of America during the 3rd quarter valued at approximately $44,000. Finally, CYBER HORNET ETFs LLC purchased a new position in shares of Packaging Corporation of America during the 2nd quarter worth approximately $44,000. Institutional investors own 89.78% of the company’s stock.

Key Packaging Corporation of America News

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

• Positive Sentiment: Zacks raised a few quarterly estimates — Q1 2026 to $2.38 from $2.34, Q3 2026 to $3.35 from $3.34, and Q3 2027 to $3.54 from $3.52 — signaling modest upside to some near-term quarters. Zacks Research note
• Neutral Sentiment: Zacks left its rating at “Hold” and the consensus for the current full year remains ~ $10.44 EPS; overall revisions are small in magnitude, so the market reaction is muted (volume below average). This suggests limited catalyst from the note unless guidance or macro factors change. Zacks Research note
• Negative Sentiment: Zacks trimmed several estimates — Q2 2026 to $2.57 (from $2.67), Q1 2027 to $2.61 (from $2.63), Q2 2027 to $2.91 (from $2.94), Q4 2026 to $2.85 (from $2.86), FY2026 to $11.14 (from $11.22) and FY2027 to $12.26 (from $12.29). These downgrades slightly reduce multi-year EPS expectations and are the main reason investor sentiment is cautious. Zacks Research note

Packaging Corporation of America Stock Down 0.1%

Shares of Packaging Corporation of America stock opened at $221.75 on Friday. The company has a 50-day simple moving average of $204.73 and a two-hundred day simple moving average of $205.77. The stock has a market capitalization of $19.95 billion, a PE ratio of 22.42, a price-to-earnings-growth ratio of 1.68 and a beta of 0.88. Packaging Corporation of America has a 52-week low of $172.71 and a 52-week high of $242.68. The company has a debt-to-equity ratio of 0.84, a quick ratio of 2.00 and a current ratio of 3.16.

Packaging Corporation of America (NYSE:PKG) last announced its quarterly earnings results on Wednesday, October 22nd. The industrial products company reported $2.73 earnings per share for the quarter, missing the consensus estimate of $2.83 by ($0.10). Packaging Corporation of America had a net margin of 10.18% and a return on equity of 19.72%. The firm had revenue of $2.31 billion for the quarter, compared to the consensus estimate of $2.29 billion. During the same period last year, the business earned $2.65 EPS. Packaging Corporation of America’s revenue was up 6.0% on a year-over-year basis. Packaging Corporation of America has set its Q4 2025 guidance at 2.400-2.400 EPS. On average, analysts anticipate that Packaging Corporation of America will post 10.44 EPS for the current fiscal year.

Packaging Corporation of America Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Wednesday, January 14th. Stockholders of record on Monday, December 15th were paid a $1.25 dividend. The ex-dividend date was Monday, December 15th. This represents a $5.00 annualized dividend and a dividend yield of 2.3%. Packaging Corporation of America’s payout ratio is currently 50.56%.

Analyst Ratings Changes

A number of research analysts have recently commented on PKG shares. UBS Group raised their target price on Packaging Corporation of America from $230.00 to $235.00 and gave the company a “neutral” rating in a research note on Monday, January 12th. Wells Fargo & Company raised Packaging Corporation of America from an “equal weight” rating to an “overweight” rating and raised their price objective for the company from $222.00 to $233.00 in a research report on Tuesday, January 6th. Zacks Research raised shares of Packaging Corporation of America from a “strong sell” rating to a “hold” rating in a research report on Tuesday, January 6th. Truist Financial lifted their price target on shares of Packaging Corporation of America from $263.00 to $273.00 and gave the company a “buy” rating in a research report on Tuesday, January 6th. Finally, Wall Street Zen upgraded shares of Packaging Corporation of America from a “sell” rating to a “hold” rating in a report on Saturday, January 3rd. One investment analyst has rated the stock with a Strong Buy rating, four have issued a Buy rating and four have given a Hold rating to the company’s stock. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus target price of $236.17.

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.