Universal Beteiligungs und Servicegesellschaft mbH Sells 56,237 Shares of Packaging Corporation of America $PKG

Universal Beteiligungs und Servicegesellschaft mbH lessened its stake in Packaging Corporation of America (NYSE:PKG) by 29.6% during the 4th quarter, Holdings Channel.com reports. The institutional investor owned 133,745 shares of the industrial products company’s stock after selling 56,237 shares during the quarter. Universal Beteiligungs und Servicegesellschaft mbH’s holdings in Packaging Corporation of America were worth $27,740,000 at the end of the most recent reporting period.

Other institutional investors also recently bought and sold shares of the company. Millennium Management LLC increased its holdings 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 acquiring an additional 1,047,902 shares during the last quarter. Bank of New York Mellon Corp lifted its stake 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 worth $406,082,000 after purchasing an additional 1,015,894 shares in the last quarter. JPMorgan Chase & Co. boosted its holdings in shares of Packaging Corporation of America by 13.7% during the 3rd quarter. JPMorgan Chase & Co. now owns 3,085,196 shares of the industrial products company’s stock valued at $672,357,000 after purchasing an additional 370,573 shares during the last quarter. Boston Partners grew its position in shares of Packaging Corporation of America by 26.9% during the third quarter. Boston Partners now owns 1,664,470 shares of the industrial products company’s stock valued at $362,719,000 after purchasing an additional 353,095 shares in the last quarter. Finally, Cartenna Capital LP purchased a new position in shares of Packaging Corporation of America during the third quarter valued at about $75,186,000. 89.78% of the stock is owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

A number of equities research analysts recently commented on the company. Wells Fargo & Company decreased their target price on Packaging Corporation of America from $234.00 to $226.00 and set an “overweight” rating on the stock in a research report on Tuesday, April 7th. Wall Street Zen upgraded Packaging Corporation of America from a “sell” rating to a “hold” rating in a report on Saturday, January 3rd. Truist Financial reduced their price objective on Packaging Corporation of America from $267.00 to $260.00 and set a “buy” rating on the stock in a research note on Tuesday. Citigroup decreased their price objective on Packaging Corporation of America from $227.00 to $217.00 and set a “neutral” rating on the stock in a report on Tuesday, April 14th. Finally, Deutsche Bank Aktiengesellschaft initiated coverage on Packaging Corporation of America in a research report on Wednesday, April 1st. They set a “hold” rating and a $225.00 target price for the company. One investment analyst has rated the stock with a Strong Buy rating, three have assigned a Buy rating and six have issued a Hold rating to the company’s stock. According to MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $229.00.

Insiders Place Their Bets

In other Packaging Corporation of America news, President Thomas A. Hassfurther sold 12,129 shares of the business’s stock in a transaction on Thursday, February 5th. The shares were sold at an average price of $230.50, for a total transaction of $2,795,734.50. Following the transaction, the president owned 197,062 shares in the company, valued at $45,422,791. The trade was a 5.80% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. 1.60% of the stock is owned by company insiders.

Key Stories Impacting Packaging Corporation of America

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

• Positive Sentiment: Q1 earnings beat consensus — PKG reported $2.40 EPS (ex-special items) vs. ~$2.17 expected, a surprise that underpinned the stock rally. Packaging Corporation of America Reports First Quarter 2026 Results
• Positive Sentiment: Pricing power and operational efficiency helped margins and profit growth, supporting investor confidence in near-term cash generation. Packaging Corp posts higher quarterly profit on strong pricing power, operational efficiency
• Neutral Sentiment: Analyst commentary and valuation checks: several write-ups note the solid quarter but say PKG’s valuation remains full after the share-price uptick — useful for investors weighing entry points. A Look At Packaging Corporation Of America (PKG) Valuation After Its Recent Share Price Uptick
• Neutral Sentiment: Full earnings/transcript availability — the call and transcripts provide management color on pricing cadence and mix that investors can use to model margin trajectory. Packaging Corp (PKG) Q1 2026 Earnings Transcript
• Negative Sentiment: Q2 guidance disappoints — management set Q2 EPS at $2.33, materially below the ~$2.52 consensus, creating near-term downside risk as price benefits are expected to build later (into Q3).
• Negative Sentiment: Revenue slightly missed and costs/special items noted — Q1 revenue came in a touch under estimates and analysts flagged margin pressure from special items and weaker peer results, tempering the beat. Packaging Corp. Q1 Earnings Beat Estimates on Pricing and Mix
• Negative Sentiment: Analyst downward revisions — at least one firm trimmed expectations / price targets after the print and guidance cut, which can cap upside until guidance proves conservative. Truist Financial Has Lowered Expectations for Packaging Corporation of America (NYSE:PKG) Stock Price

Packaging Corporation of America Stock Performance

Packaging Corporation of America stock opened at $215.24 on Friday. The company’s 50-day moving average price is $218.26 and its 200-day moving average price is $212.53. The company has a quick ratio of 1.94, a current ratio of 3.17 and a debt-to-equity ratio of 0.86. The company has a market cap of $19.16 billion, a PE ratio of 26.19, a price-to-earnings-growth ratio of 1.87 and a beta of 0.90. Packaging Corporation of America has a twelve month low of $178.30 and a twelve month high of $249.51.

Packaging Corporation of America (NYSE:PKG) last announced its quarterly earnings results on Wednesday, April 22nd. The industrial products company reported $2.40 EPS for the quarter, beating analysts’ consensus estimates of $2.17 by $0.23. The firm had revenue of $2.37 billion during the quarter, compared to the consensus estimate of $2.45 billion. Packaging Corporation of America had a net margin of 8.04% and a return on equity of 19.20%. The firm’s revenue for the quarter was up 10.6% compared to the same quarter last year. During the same quarter last year, the firm earned $2.31 EPS. Packaging Corporation of America has set its Q2 2026 guidance at 2.330-2.330 EPS. On average, equities research analysts forecast that Packaging Corporation of America will post 10.81 EPS for the current fiscal year.

Packaging Corporation of America Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Wednesday, April 15th. Shareholders of record on Friday, March 13th were paid a dividend of $1.25 per share. This represents a $5.00 annualized dividend and a yield of 2.3%. The ex-dividend date of this dividend was Friday, March 13th. Packaging Corporation of America’s payout ratio is presently 58.34%.

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.