Packaging Corporation of America (NYSE:PKG) Stock Unloaded Rep. Julie Johnson

Representative Julie Johnson (D-Texas) recently sold shares of Packaging Corporation of America (NYSE:PKG). In a filing disclosed on January 15th, the Representative disclosed that they had sold between $1,001 and $15,000 in Packaging Corporation of America stock on December 18th. The trade occurred in the Representative’s “CHASE BROKERAGE ACCOUNT (3935)” account.

Representative Julie Johnson also recently made the following trade(s):

• Sold $1,001 – $15,000 in shares of Texas Instruments (NASDAQ:TXN) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of UnitedHealth Group (NYSE:UNH) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of General Dynamics (NYSE:GD) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of PepsiCo (NASDAQ:PEP) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of Dover (NYSE:DOV) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of Philip Morris International (NYSE:PM) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of Johnson & Johnson (NYSE:JNJ) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of Bank of America (NYSE:BAC) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of Walmart (NASDAQ:WMT) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of Republic Services (NYSE:RSG) on 12/18/2025.

Packaging Corporation of America Stock Performance

Packaging Corporation of America stock opened at $221.75 on Friday. Packaging Corporation of America has a 1 year low of $172.71 and a 1 year high of $242.68. The company’s 50-day moving average is $204.73 and its two-hundred day moving average is $205.77. The company has a current ratio of 3.16, a quick ratio of 2.00 and a debt-to-equity ratio of 0.84. The company has a market cap of $19.95 billion, a PE ratio of 22.42, a PEG ratio of 1.68 and a beta of 0.88.

Packaging Corporation of America (NYSE:PKG) last announced its quarterly earnings data 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). The business had revenue of $2.31 billion during the quarter, compared to analyst estimates of $2.29 billion. Packaging Corporation of America had a net margin of 10.18% and a return on equity of 19.72%. The company’s quarterly revenue was up 6.0% on a year-over-year basis. During the same quarter in the prior year, the company earned $2.65 earnings per share. Packaging Corporation of America has set its Q4 2025 guidance at 2.400-2.400 EPS. Equities analysts anticipate that Packaging Corporation of America will post 10.44 earnings per share for the current year.

Packaging Corporation of America Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Wednesday, January 14th. Shareholders of record on Monday, December 15th were given a dividend of $1.25 per share. The ex-dividend date 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 is presently 50.56%.

Institutional Trading of Packaging Corporation of America

A number of hedge funds and other institutional investors have recently modified their holdings of the stock. Norges Bank acquired a new stake in shares of Packaging Corporation of America in the 2nd quarter valued at approximately $225,478,000. Millennium Management LLC lifted its stake in Packaging Corporation of America by 223.6% in the 3rd quarter. Millennium Management LLC now owns 1,516,562 shares of the industrial products company’s stock valued at $330,504,000 after purchasing an additional 1,047,902 shares during the last quarter. Bank of New York Mellon Corp increased its position in Packaging Corporation of America by 119.9% during the third quarter. Bank of New York Mellon Corp now owns 1,863,359 shares of the industrial products company’s stock worth $406,082,000 after buying an additional 1,015,894 shares during the last quarter. American Century Companies Inc. raised its stake in Packaging Corporation of America by 70.6% in the second quarter. American Century Companies Inc. now owns 1,860,113 shares of the industrial products company’s stock valued at $350,539,000 after buying an additional 769,806 shares during the period. Finally, JPMorgan Chase & Co. raised its stake in Packaging Corporation of America by 13.7% in the third quarter. JPMorgan Chase & Co. now owns 3,085,196 shares of the industrial products company’s stock valued at $672,357,000 after buying an additional 370,573 shares during the period. Institutional investors and hedge funds own 89.78% of the company’s stock.

Analyst Upgrades and Downgrades

Several research analysts recently weighed in on PKG shares. Wells Fargo & Company upgraded shares of Packaging Corporation of America from an “equal weight” rating to an “overweight” rating and boosted their price objective for the company from $222.00 to $233.00 in a report on Tuesday, January 6th. UBS Group lifted their target price on Packaging Corporation of America from $230.00 to $235.00 and gave the stock a “neutral” rating in a report on Monday, January 12th. Truist Financial increased their price target on Packaging Corporation of America from $263.00 to $273.00 and gave the stock a “buy” rating in a report on Tuesday, January 6th. Weiss Ratings reiterated a “buy (b-)” rating on shares of Packaging Corporation of America in a report on Monday, December 29th. Finally, Wall Street Zen upgraded Packaging Corporation of America from a “sell” rating to a “hold” rating in a research report on Saturday, January 3rd. One analyst has rated the stock with a Strong Buy rating, four have given a Buy rating and four have given a Hold rating to the company. Based on data from MarketBeat.com, Packaging Corporation of America has a consensus rating of “Moderate Buy” and an average price target of $236.17.

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 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

About Representative Johnson

Julie Johnson (Democratic Party) is a member of the U.S. House, representing Texas’ 32nd Congressional District. She assumed office on January 3, 2025. Her current term ends on January 3, 2027.

Johnson (Democratic Party) ran for election to the U.S. House to represent Texas’ 32nd Congressional District. She won in the general election on November 5, 2024.

Julie Johnson earned a B.A. in history and government from the University of Texas at Austin in 1987 and a J.D. from the University of Houston Law Center in 1991. Johnson’s career experience includes working as an attorney.

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.