Rep. Julie Johnson Sells Off Shares of Packaging Corporation of America (NYSE:PKG)

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 Price Performance

Shares of Packaging Corporation of America stock opened at $221.75 on Monday. The company has a quick ratio of 2.00, a current ratio of 3.16 and a debt-to-equity ratio of 0.84. The stock has a market capitalization of $19.95 billion, a price-to-earnings 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 twelve month low of $172.71 and a twelve month high of $242.68. The company has a 50-day simple moving average of $204.73 and a two-hundred day simple moving average of $205.80.

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

Packaging Corporation of America Dividend Announcement

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

Analyst Ratings Changes

Several equities analysts have weighed in on PKG shares. Wall Street Zen raised Packaging Corporation of America from a “sell” rating to a “hold” rating in a report on Saturday, January 3rd. UBS Group boosted their price target 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. 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. JPMorgan Chase & Co. raised their target price on shares of Packaging Corporation of America from $238.00 to $245.00 and gave the company an “overweight” rating in a report on Friday, December 5th. Finally, Truist Financial boosted their target price 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. One investment analyst has rated the stock with a Strong Buy rating, four have assigned a Buy rating and four have assigned a Hold rating to the company. According to MarketBeat.com, Packaging Corporation of America presently has a consensus rating of “Moderate Buy” and an average price target of $236.17.

Key Stories Impacting 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

Hedge Funds Weigh In On Packaging Corporation of America

A number of institutional investors have recently added to or reduced their stakes in the stock. Dorato Capital Management acquired a new stake in Packaging Corporation of America in the fourth quarter valued at approximately $568,000. Ellsworth Advisors LLC lifted its stake in shares of Packaging Corporation of America by 5.5% in the 4th quarter. Ellsworth Advisors LLC now owns 33,057 shares of the industrial products company’s stock valued at $7,337,000 after acquiring an additional 1,718 shares during the last quarter. Linden Thomas Advisory Services LLC boosted its holdings in shares of Packaging Corporation of America by 3.0% during the 4th quarter. Linden Thomas Advisory Services LLC now owns 7,617 shares of the industrial products company’s stock valued at $1,571,000 after acquiring an additional 223 shares in the last quarter. Bank Pictet & Cie Europe AG boosted its holdings in shares of Packaging Corporation of America by 3.5% during the 4th quarter. Bank Pictet & Cie Europe AG now owns 2,072 shares of the industrial products company’s stock valued at $427,000 after acquiring an additional 70 shares in the last quarter. Finally, Tema Etfs LLC bought a new stake in Packaging Corporation of America during the 4th quarter worth $167,000. 89.78% of the stock is currently owned by institutional investors and hedge funds.

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.