Mirae Asset Global Investments Co. Ltd. Raises Stock Holdings in Packaging Corporation of America $PKG

Mirae Asset Global Investments Co. Ltd. raised its stake in Packaging Corporation of America (NYSE:PKG) by 4.0% during the third quarter, HoldingsChannel reports. The institutional investor owned 108,259 shares of the industrial products company’s stock after purchasing an additional 4,139 shares during the quarter. Mirae Asset Global Investments Co. Ltd.’s holdings in Packaging Corporation of America were worth $23,593,000 at the end of the most recent quarter.

A number of other institutional investors have also made changes to their positions in PKG. Trust Co. of Toledo NA OH acquired a new position in shares of Packaging Corporation of America in the 2nd quarter worth approximately $33,000. NBT Bank N A NY purchased a new stake in Packaging Corporation of America in the third quarter valued at approximately $41,000. Geneos Wealth Management Inc. lifted its stake in Packaging Corporation of America by 40.4% during the first quarter. Geneos Wealth Management Inc. now owns 198 shares of the industrial products company’s stock worth $39,000 after purchasing an additional 57 shares in the last quarter. Global Wealth Strategies & Associates purchased a new position in shares of Packaging Corporation of America during the third quarter worth $44,000. Finally, Root Financial Partners LLC acquired a new stake in shares of Packaging Corporation of America in the third quarter valued at $46,000. 89.78% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

PKG has been the topic of several research reports. UBS Group increased their target price on Packaging Corporation of America from $230.00 to $235.00 and gave the stock a “neutral” rating in a research note on Monday, January 12th. Wall Street Zen raised shares of Packaging Corporation of America from a “sell” rating to a “hold” rating in a research report on Saturday, January 3rd. 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. Wells Fargo & Company upped their target price on shares of Packaging Corporation of America from $233.00 to $234.00 and gave the stock an “overweight” rating in a research note on Thursday. Finally, Citigroup raised their price target on shares of Packaging Corporation of America from $226.00 to $227.00 and gave the company a “neutral” rating in a research report on Thursday. Four investment analysts have rated the stock with a Buy rating and four have issued a Hold rating to the company. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $236.00.

Packaging Corporation of America Stock Up 1.3%

PKG stock opened at $220.45 on Friday. The company’s 50 day moving average price is $208.84 and its 200 day moving average price is $206.83. The firm has a market capitalization of $19.84 billion, a price-to-earnings ratio of 25.72, a PEG ratio of 1.63 and a beta of 0.88. Packaging Corporation of America has a fifty-two week low of $172.71 and a fifty-two week high of $231.12. The company has a debt-to-equity ratio of 0.84, a quick ratio of 2.00 and a current ratio of 3.16.

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

Packaging Corporation of America Announces Dividend

The firm also recently announced 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 annualized dividend 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 is 50.56%.

Key Stories Impacting Packaging Corporation of America

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

• Positive Sentiment: Wells Fargo raised its price target from $233 to $234 and kept an “overweight” rating, signaling continued confidence in PKG’s outlook and providing upside support for the stock. Wells Fargo PT raise
• Positive Sentiment: Truist trimmed its target slightly (from $273 to $270) but maintained a “buy” rating — the high target and buy stance reinforce bullish analyst sentiment despite the small cut. Truist PT update
• Neutral Sentiment: Citigroup nudged its target from $226 to $227 and kept a “neutral” rating, a modest change that is unlikely to materially move the stock by itself but adds to the chorus of analyst attention. Citigroup PT update
• Neutral Sentiment: Investors can review the company’s Q4 2025 earnings call transcript for management commentary on volumes, margins, M&A impacts and guidance — useful for parsing near-term risks and catalysts. Earnings call transcript
• Negative Sentiment: Zacks reports PKG missed Q4 EPS estimates and logged revenue slightly below consensus; higher year-over-year sales were offset by lower volumes, margin pressure and acquisition-related headwinds — these operational issues explain downward pressure on near-term profitability. Earnings miss article

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.