Mitsubishi UFJ Trust & Banking Corp Sells 5,803 Shares of Packaging Corporation of America $PKG

Mitsubishi UFJ Trust & Banking Corp lessened its holdings in Packaging Corporation of America (NYSE:PKG) by 13.5% in the third quarter, according to its most recent filing with the SEC. The institutional investor owned 37,045 shares of the industrial products company’s stock after selling 5,803 shares during the period. Mitsubishi UFJ Trust & Banking Corp’s holdings in Packaging Corporation of America were worth $8,073,000 as of its most recent SEC filing.

Other large investors have also made changes to their positions in the company. Integrated Wealth Concepts LLC grew its position in shares of Packaging Corporation of America by 73.5% during the first quarter. Integrated Wealth Concepts LLC now owns 2,956 shares of the industrial products company’s stock worth $585,000 after purchasing an additional 1,252 shares in the last quarter. Empowered Funds LLC boosted its stake in Packaging Corporation of America by 538.6% in the 1st quarter. Empowered Funds LLC now owns 6,303 shares of the industrial products company’s stock worth $1,248,000 after purchasing an additional 5,316 shares during the period. Geneos Wealth Management Inc. grew its holdings in Packaging Corporation of America by 40.4% during the 1st quarter. Geneos Wealth Management Inc. now owns 198 shares of the industrial products company’s stock valued at $39,000 after buying an additional 57 shares in the last quarter. Sivia Capital Partners LLC raised its position in shares of Packaging Corporation of America by 43.6% during the second quarter. Sivia Capital Partners LLC now owns 1,770 shares of the industrial products company’s stock valued at $334,000 after buying an additional 537 shares during the last quarter. Finally, V Square Quantitative Management LLC lifted its holdings in shares of Packaging Corporation of America by 42.4% in the second quarter. V Square Quantitative Management LLC now owns 1,618 shares of the industrial products company’s stock worth $305,000 after buying an additional 482 shares in the last quarter. 89.78% of the stock is currently owned by hedge funds and other institutional investors.

Packaging Corporation of America Trading Down 2.9%

PKG opened at $217.05 on Thursday. The stock has a 50-day moving average of $208.27 and a 200 day moving average of $206.73. The company has a current ratio of 3.16, a quick ratio of 2.00 and a debt-to-equity ratio of 0.84. Packaging Corporation of America has a 12 month low of $172.71 and a 12 month high of $232.50. The firm has a market cap of $19.53 billion, a P/E ratio of 21.95, a P/E/G ratio of 1.67 and a beta of 0.88.

Packaging Corporation of America (NYSE:PKG) last issued its quarterly earnings data on Tuesday, January 27th. The industrial products company reported $2.32 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $2.41 by ($0.09). The company had revenue of $2.36 billion for the quarter, compared to analysts’ expectations of $2.43 billion. Packaging Corporation of America had a net margin of 8.61% and a return on equity of 19.18%. The company’s revenue for the quarter was up 10.1% on a year-over-year basis. During the same quarter last year, the company earned $2.47 earnings per share. Packaging Corporation of America has set its Q1 2026 guidance at 2.200-2.20 EPS. As a group, research analysts forecast that Packaging Corporation of America will post 10.44 EPS for the current year.

Packaging Corporation of America Announces Dividend

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

Packaging Corporation of America News Roundup

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

• Positive Sentiment: Revenue growth — PKG reported fourth-quarter net sales roughly $2.4B, up ~10% year-over-year, showing demand/support for pricing and volume recovery. Packaging Corporation of America Reports Fourth Quarter and Full Year 2025 Results
• Positive Sentiment: Price actions could help margins going forward — discussion that containerboard price hikes may shift the company’s investment narrative suggests potential margin recovery if realized. Did PKG’s Containerboard Price Hike Just Shift Packaging Corporation of America’s (PKG) Investment Narrative?
• Neutral Sentiment: Earnings call detail available — the full Q4 2025 earnings call transcript provides management commentary on volumes, costs, acquisition integration and outlook for investors to parse for guidance color. PKG Q4 2025 Earnings Call Transcript
• Neutral Sentiment: Archived materials — earlier transcripts (e.g., PCA Q3 2024) are available for historical context but are unlikely to move the stock today. PCA (PKG) Q3 2024 Earnings Call Transcript
• Negative Sentiment: Earnings miss — Q4 EPS of $2.32 missed the consensus of $2.41, and GAAP comparables show earnings below last year’s numbers; this headline miss pressured the stock. Packaging Corp. (PKG) Misses Q4 Earnings and Revenue Estimates
• Negative Sentiment: Revenue also missed Street expectations (reported ~$2.36B vs. ~$2.43B est), and management cited lower volumes, margin pressure and acquisition-related headwinds as offsets to higher sales. Packaging Corp Earnings Miss Estimates in Q4, Sales Increase Y/Y
• Negative Sentiment: Reduced near-term guidance — PKG set Q1 2026 EPS guidance at $2.20, below the consensus ~ $2.34, signaling a softer near-term outlook and prompting investor concern about margin trajectory.

Analyst Upgrades and Downgrades

Several research firms recently weighed in on PKG. Citigroup cut their target price on shares of Packaging Corporation of America from $229.00 to $226.00 and set a “neutral” rating for the company in a research note on Tuesday, January 6th. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of Packaging Corporation of America in a report on Monday, December 29th. Wall Street Zen upgraded Packaging Corporation of America from a “sell” rating to a “hold” rating in a research report on Saturday, January 3rd. Zacks Research upgraded Packaging Corporation of America from a “strong sell” rating to a “hold” rating in a report on Tuesday, January 6th. Finally, JPMorgan Chase & Co. lifted their price objective on Packaging Corporation of America from $238.00 to $245.00 and gave the stock an “overweight” rating in a research note on Friday, December 5th. Four research analysts have rated the stock with a Buy rating and four have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average target price of $236.17.

Packaging Corporation of America Company Profile

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.