Dorato Capital Management Takes $568,000 Position in Packaging Corporation of America $PKG

Dorato Capital Management acquired a new position in Packaging Corporation of America (NYSE:PKG) in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm acquired 2,581 shares of the industrial products company’s stock, valued at approximately $568,000.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in PKG. Ellsworth Advisors LLC raised its stake in Packaging Corporation of America by 5.5% in the fourth quarter. Ellsworth Advisors LLC now owns 33,057 shares of the industrial products company’s stock valued at $7,337,000 after buying an additional 1,718 shares during the last quarter. Linden Thomas Advisory Services LLC grew its stake in shares of Packaging Corporation of America by 3.0% during the fourth quarter. Linden Thomas Advisory Services LLC now owns 7,617 shares of the industrial products company’s stock worth $1,571,000 after acquiring an additional 223 shares during the last quarter. Bank Pictet & Cie Europe AG increased its holdings in shares of Packaging Corporation of America by 3.5% during the fourth 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. Tema Etfs LLC acquired a new position in shares of Packaging Corporation of America during the fourth quarter valued at about $167,000. Finally, Nisa Investment Advisors LLC raised its position in shares of Packaging Corporation of America by 1.4% in the 4th quarter. Nisa Investment Advisors LLC now owns 12,259 shares of the industrial products company’s stock valued at $2,542,000 after purchasing an additional 171 shares during the last quarter. 89.78% of the stock is currently owned by hedge funds and other institutional investors.

Packaging Corporation of America Price Performance

Shares of PKG opened at $204.67 on Friday. The business’s 50-day moving average is $224.71 and its two-hundred day moving average is $213.09. The company has a market capitalization of $18.22 billion, a P/E ratio of 23.88, a P/E/G ratio of 1.63 and a beta of 0.90. Packaging Corporation of America has a fifty-two week low of $172.71 and a fifty-two week high of $249.51. The company has a debt-to-equity ratio of 0.86, a quick ratio of 1.94 and a current ratio of 3.17.

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 the consensus estimate of $2.41 by ($0.09). Packaging Corporation of America had a net margin of 8.61% and a return on equity of 19.22%. The company had revenue of $2.36 billion during the quarter, compared to analyst estimates of $2.43 billion. During the same period last year, the firm earned $2.47 EPS. The business’s quarterly revenue was up 10.1% compared to the same quarter last year. Packaging Corporation of America has set its Q1 2026 guidance at 2.200-2.20 EPS. Research analysts predict that Packaging Corporation of America will post 10.44 earnings per share for the current year.

Packaging Corporation of America Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Wednesday, April 15th. Shareholders of record on Friday, March 13th will be issued a $1.25 dividend. The ex-dividend date of this dividend is Friday, March 13th. This represents a $5.00 dividend on an annualized basis and a yield of 2.4%. Packaging Corporation of America’s payout ratio is presently 58.34%.

Insider Buying and Selling

In other Packaging Corporation of America news, President Thomas A. Hassfurther sold 12,129 shares of the company’s stock in a transaction that occurred on Thursday, February 5th. The stock was sold at an average price of $230.50, for a total value of $2,795,734.50. Following the sale, the president owned 197,062 shares in the company, valued at approximately $45,422,791. This represents a 5.80% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this link. Corporate insiders own 1.50% of the company’s stock.

Analyst Upgrades and Downgrades

A number of analysts recently commented on PKG shares. Wall Street Zen upgraded shares of Packaging Corporation of America from a “sell” rating to a “hold” rating in a research note on Saturday, January 3rd. JPMorgan Chase & Co. raised their price target on shares of Packaging Corporation of America from $238.00 to $245.00 and gave the stock an “overweight” rating in a report on Friday, December 5th. Citigroup raised their target price on Packaging Corporation of America from $226.00 to $227.00 and gave the stock a “neutral” rating in a research note on Thursday, January 29th. UBS Group increased their price target on shares of Packaging Corporation of America from $230.00 to $235.00 and gave the stock a “neutral” rating in a report on Monday, January 12th. Finally, 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. One research analyst has rated the stock with a Strong Buy rating, three have issued a Buy rating and six have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, Packaging Corporation of America currently has a consensus rating of “Moderate Buy” and an average target price of $234.43.

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.