TKG Advisors LLC Invests $1.26 Million in Packaging Corporation of America $PKG

TKG Advisors LLC purchased a new stake in shares of Packaging Corporation of America (NYSE:PKG) in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm purchased 5,796 shares of the industrial products company’s stock, valued at approximately $1,263,000.

Several other hedge funds and other institutional investors have also added to or reduced their stakes in the business. Integrated Wealth Concepts LLC raised its stake in shares of Packaging Corporation of America by 73.5% in 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 during the last quarter. Empowered Funds LLC raised its position 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 buying an additional 5,316 shares during the last quarter. Geneos Wealth Management Inc. lifted its stake 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 acquiring an additional 57 shares during the period. Inspire Investing LLC boosted its holdings in shares of Packaging Corporation of America by 38.6% during the 1st quarter. Inspire Investing LLC now owns 1,592 shares of the industrial products company’s stock valued at $315,000 after acquiring an additional 443 shares during the last quarter. Finally, Voya Investment Management LLC grew its stake in shares of Packaging Corporation of America by 1.0% in the first quarter. Voya Investment Management LLC now owns 27,348 shares of the industrial products company’s stock worth $5,415,000 after acquiring an additional 264 shares during the period. 89.78% of the stock is owned by institutional investors.

Packaging Corporation of America Price Performance

PKG opened at $221.67 on Friday. The company has a debt-to-equity ratio of 0.84, a current ratio of 3.16 and a quick ratio of 2.00. The firm has a market capitalization of $19.95 billion, a PE ratio of 22.41, a price-to-earnings-growth ratio of 1.67 and a beta of 0.88. The business’s 50-day moving average is $204.31 and its two-hundred day moving average is $205.52. Packaging Corporation of America has a 1 year low of $172.71 and a 1 year high of $242.68.

Packaging Corporation of America (NYSE:PKG) last issued its quarterly earnings results on Wednesday, October 22nd. The industrial products company reported $2.73 earnings per share for the quarter, missing analysts’ consensus estimates of $2.83 by ($0.10). Packaging Corporation of America had a return on equity of 19.72% and a net margin of 10.18%.The business had revenue of $2.31 billion for the quarter, compared to analysts’ expectations of $2.29 billion. During the same quarter in the previous year, the firm posted $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. Research analysts anticipate that Packaging Corporation of America will post 10.44 earnings per share for the current fiscal year.

Packaging Corporation of America Dividend Announcement

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

Trending Headlines about Packaging Corporation of America

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

• Positive Sentiment: Zacks raised a few near‑term quarter forecasts — Q1 2026 (from $2.34 to $2.38), Q3 2026 (3.34 → 3.35) and Q3 2027 (3.52 → 3.54) — which supports modest upside to upcoming quarterly results. Zacks raises several quarterly estimates
• Neutral Sentiment: Zacks Research maintained a “Hold” rating on PKG, signaling no change to their overall stance despite the estimate tweaks. Zacks keep Hold rating
• Negative Sentiment: Zacks trimmed several quarterly estimates (Q1 2027 down to $2.61 from $2.63; Q2 2027 to $2.91 from $2.94; Q2 2026 to $2.57 from $2.67; Q4 2026 to $2.85 from $2.86), which could pressure sentiment around upcoming quarters. Zacks trims multiple quarterly forecasts
• Negative Sentiment: Zacks reduced FY2026 (to $11.14 from $11.22) and FY2027 (to $12.26 from $12.29) EPS forecasts — small cuts but notable because they lower multi‑year earnings momentum expectations. That modest downgrade to full‑year outlooks likely weighs on the stock. Zacks trims full‑year EPS outlooks

Wall Street Analyst Weigh In

Several equities research analysts recently issued reports on PKG shares. Wells Fargo & Company upgraded shares of Packaging Corporation of America from an “equal weight” rating to an “overweight” rating and raised their target price for the stock from $222.00 to $233.00 in a report on Tuesday, January 6th. Citigroup reduced their price target on shares of Packaging Corporation of America from $229.00 to $226.00 and set a “neutral” rating for the company in a research report on Tuesday, January 6th. Wall Street Zen raised shares of Packaging Corporation of America from a “sell” rating to a “hold” rating in a research report on Saturday, January 3rd. Weiss Ratings reiterated a “buy (b-)” rating on shares of Packaging Corporation of America in a research note on Monday, December 29th. Finally, JPMorgan Chase & Co. upped their target price on shares of Packaging Corporation of America from $238.00 to $245.00 and gave the stock an “overweight” rating in a research report on Friday, December 5th. One analyst has rated the stock with a Strong Buy rating, four have assigned a Buy rating and four have given a Hold rating to the stock. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average price target 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.