3,430 Shares in Packaging Corporation of America $PKG Bought by Folger Nolan Fleming Douglas Capital Management Inc.

Folger Nolan Fleming Douglas Capital Management Inc. purchased a new stake in 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. The firm purchased 3,430 shares of the industrial products company’s stock, valued at approximately $748,000.

Several other institutional investors have also recently bought and sold shares of the business. New York State Common Retirement Fund grew its holdings in shares of Packaging Corporation of America by 2.8% during the third quarter. New York State Common Retirement Fund now owns 36,809 shares of the industrial products company’s stock valued at $8,022,000 after buying an additional 1,000 shares during the last quarter. Mirae Asset Global Investments Co. Ltd. raised its holdings in shares of Packaging Corporation of America by 4.0% in the 3rd quarter. Mirae Asset Global Investments Co. Ltd. now owns 108,259 shares of the industrial products company’s stock worth $23,593,000 after acquiring an additional 4,139 shares during the last quarter. Bank of New York Mellon Corp lifted its position in Packaging Corporation of America by 119.9% in the 3rd quarter. Bank of New York Mellon Corp now owns 1,863,359 shares of the industrial products company’s stock valued at $406,082,000 after acquiring an additional 1,015,894 shares in the last quarter. Valeo Financial Advisors LLC acquired a new position in Packaging Corporation of America during the 3rd quarter valued at about $234,000. Finally, Truist Financial Corp boosted its stake in Packaging Corporation of America by 9.2% during the 3rd quarter. Truist Financial Corp now owns 43,897 shares of the industrial products company’s stock valued at $9,567,000 after purchasing an additional 3,710 shares during the last quarter. Institutional investors and hedge funds own 89.78% of the company’s stock.

Packaging Corporation of America Trading Down 2.9%

NYSE PKG opened at $217.05 on Thursday. The business’s fifty day moving average is $208.27 and its 200-day moving average is $206.73. 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 stock has a market capitalization of $19.53 billion, a price-to-earnings ratio of 21.95, a PEG ratio of 1.67 and a beta of 0.88. Packaging Corporation of America has a one year low of $172.71 and a one year high of $232.50.

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

Packaging Corporation of America Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Wednesday, January 14th. Investors of record on Monday, December 15th were issued a $1.25 dividend. 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 Monday, December 15th. Packaging Corporation of America’s payout ratio is 50.56%.

Key Headlines Impacting Packaging Corporation of America

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.

Wall Street Analyst Weigh In

A number of research analysts have recently weighed in on PKG shares. Wall Street Zen upgraded Packaging Corporation of America from a “sell” rating to a “hold” rating in a report on Saturday, January 3rd. Citigroup cut their price objective on shares of Packaging Corporation of America from $229.00 to $226.00 and set a “neutral” rating on the stock in a report on Tuesday, January 6th. Wells Fargo & Company upgraded shares of Packaging Corporation of America from an “equal weight” rating to an “overweight” rating and upped their target price for the stock from $222.00 to $233.00 in a research note on Tuesday, January 6th. Weiss Ratings reissued a “buy (b-)” rating on shares of Packaging Corporation of America in a research report on Monday, December 29th. Finally, Zacks Research upgraded shares of Packaging Corporation of America from a “strong sell” rating to a “hold” rating in a report on Tuesday, January 6th. Four analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the company’s stock. According to MarketBeat, Packaging Corporation of America currently has a consensus rating of “Moderate Buy” and a consensus target price of $236.17.

Packaging Corporation of America 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.