ABN Amro Investment Solutions Increases Holdings in Packaging Corporation of America $PKG

ABN Amro Investment Solutions increased its position in Packaging Corporation of America (NYSE:PKG) by 18.8% during the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 14,072 shares of the industrial products company’s stock after acquiring an additional 2,224 shares during the period. ABN Amro Investment Solutions’ holdings in Packaging Corporation of America were worth $2,986,000 as of its most recent SEC filing.

Several other hedge funds have also recently bought and sold shares of PKG. Integrated Wealth Concepts LLC raised its stake in shares of Packaging Corporation of America by 73.5% during the 1st quarter. Integrated Wealth Concepts LLC now owns 2,956 shares of the industrial products company’s stock worth $585,000 after buying an additional 1,252 shares during the last quarter. Empowered Funds LLC boosted its position in shares of 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 in the last quarter. Geneos Wealth Management Inc. grew its stake in Packaging Corporation of America by 40.4% in 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 last quarter. Sivia Capital Partners LLC grew its stake in Packaging Corporation of America by 43.6% in the 2nd quarter. Sivia Capital Partners LLC now owns 1,770 shares of the industrial products company’s stock valued at $334,000 after acquiring an additional 537 shares during the last quarter. Finally, Cresset Asset Management LLC increased its holdings in Packaging Corporation of America by 17.0% during the 2nd quarter. Cresset Asset Management LLC now owns 1,772 shares of the industrial products company’s stock valued at $336,000 after acquiring an additional 258 shares in the last quarter. 89.78% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

Several analysts have issued reports on the stock. Citigroup upped their price target on shares of Packaging Corporation of America from $229.00 to $241.00 and gave the company a “neutral” rating in a report on Thursday, July 9th. JPMorgan Chase & Co. lifted their price objective on Packaging Corporation of America from $246.00 to $269.00 and gave the stock an “overweight” rating in a research report on Thursday, July 9th. Deutsche Bank Aktiengesellschaft raised Packaging Corporation of America from a “hold” rating to a “buy” rating and upped their target price for the company from $225.00 to $256.00 in a research note on Monday, May 4th. Wells Fargo & Company reissued an “equal weight” rating and set a $246.00 price target (up from $245.00) on shares of Packaging Corporation of America in a research report on Thursday, July 9th. Finally, UBS Group upgraded Packaging Corporation of America from a “neutral” rating to a “buy” rating and upped their price objective for the company from $232.00 to $248.00 in a research report on Wednesday, May 20th. One analyst has rated the stock with a Strong Buy rating, six have given a Buy rating and three have assigned a Hold rating to the stock. According to data from MarketBeat.com, Packaging Corporation of America has an average rating of “Moderate Buy” and an average price target of $256.14.

Insiders Place Their Bets

In related news, CEO Mark W. Kowlzan sold 9,266 shares of the stock in a transaction dated Wednesday, May 27th. The stock was sold at an average price of $217.08, for a total transaction of $2,011,463.28. Following the transaction, the chief executive officer directly owned 473,610 shares in the company, valued at approximately $102,811,258.80. This represents a 1.92% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through this hyperlink. Company insiders own 1.60% of the company’s stock.

Packaging Corporation of America Stock Up 2.7%

PKG stock opened at $234.34 on Friday. The stock has a market capitalization of $20.88 billion, a P/E ratio of 30.43, a PEG ratio of 2.12 and a beta of 0.80. The company has a debt-to-equity ratio of 0.87, a quick ratio of 1.88 and a current ratio of 3.07. Packaging Corporation of America has a one year low of $189.03 and a one year high of $249.51. The company has a 50 day moving average price of $226.61 and a two-hundred day moving average price of $222.48.

Packaging Corporation of America (NYSE:PKG) last issued its quarterly earnings results on Wednesday, July 22nd. The industrial products company reported $2.35 earnings per share for the quarter, topping analysts’ consensus estimates of $2.31 by $0.04. Packaging Corporation of America had a return on equity of 18.96% and a net margin of 7.25%.The company had revenue of $2.49 billion for the quarter, compared to analyst estimates of $2.49 billion. During the same quarter in the prior year, the company posted $2.48 EPS. The business’s revenue for the quarter was up 14.7% compared to the same quarter last year. Packaging Corporation of America has set its Q3 2026 guidance at 2.910-2.910 EPS. As a group, sell-side analysts expect that Packaging Corporation of America will post 10.46 EPS for the current year.

Packaging Corporation of America Increases Dividend

The firm also recently announced a quarterly dividend, which was paid on Wednesday, July 15th. Investors of record on Monday, June 15th were paid a $1.50 dividend. The ex-dividend date was Monday, June 15th. This is an increase from Packaging Corporation of America’s previous quarterly dividend of $1.25. This represents a $6.00 annualized dividend and a yield of 2.6%. Packaging Corporation of America’s payout ratio is currently 72.99%.

Key Stories Impacting Packaging Corporation of America

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

• Positive Sentiment: PKG beat Q2 profit estimates, reporting adjusted EPS of $2.35 versus $2.31 expected, with revenue essentially in line at $2.49 billion; the company also said revenue rose 14.7% year over year. Packaging Corporation of America Reports Second Quarter 2026 Results
• Positive Sentiment: Record corrugated shipments and the Greif acquisition helped lift volumes, which supported results despite pricing pressure and higher costs. Packaging Corp Q2 Earnings Beat Estimates on Record Shipments
• Neutral Sentiment: The company reiterated third-quarter 2026 EPS guidance of $2.91, which came in slightly below the Wall Street consensus estimate of $2.97, tempering some of the optimism around the quarter. Packaging Corporation of America Reports Second Quarter 2026 Results
• Negative Sentiment: Several reports highlighted ongoing cost pressure and pricing weakness, which could limit margin expansion even after the earnings beat. Cost Pressures Make Packaging Corporation of America Unattractive

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.