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 Stock Performance

PKG traded down $0.22 during trading on Friday, hitting $221.75. The stock had a trading volume of 570,822 shares, compared to its average volume of 633,345. The firm has a market cap of $19.95 billion, a PE ratio of 22.42, a P/E/G ratio of 1.68 and a beta of 0.88. The company has a current ratio of 3.16, a quick ratio of 2.00 and a debt-to-equity ratio of 0.84. Packaging Corporation of America has a 12 month low of $172.71 and a 12 month high of $242.68. The company has a 50 day simple moving average of $204.73 and a 200-day simple moving average of $205.77.

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

Packaging Corporation of America Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Wednesday, January 14th. Stockholders of record on Monday, December 15th were paid a $1.25 dividend. This represents a $5.00 dividend on an annualized basis and a dividend yield of 2.3%. The ex-dividend date was Monday, December 15th. Packaging Corporation of America’s payout ratio is presently 50.56%.

Wall Street Analyst Weigh In

Several research analysts have commented on the company. UBS Group lifted their price target on Packaging Corporation of America from $230.00 to $235.00 and gave the stock a “neutral” rating in a research report on Monday, January 12th. Wells Fargo & Company upgraded shares of Packaging Corporation of America from an “equal weight” rating to an “overweight” rating and upped their target price for the company from $222.00 to $233.00 in a research note on Tuesday, January 6th. Zacks Research raised shares of Packaging Corporation of America from a “strong sell” rating to a “hold” rating in a report on Tuesday, January 6th. Citigroup dropped their price objective on shares of Packaging Corporation of America from $229.00 to $226.00 and set a “neutral” rating on the stock in a report on Tuesday, January 6th. Finally, 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. One investment analyst has rated the stock with a Strong Buy rating, four have assigned a Buy rating and four have issued a Hold rating to the company. According to MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average price target of $236.17.

Hedge Funds Weigh In On Packaging Corporation of America

Several hedge funds and other institutional investors have recently modified their holdings of PKG. World Investment Advisors lifted its holdings in shares of Packaging Corporation of America by 4.1% during the third quarter. World Investment Advisors now owns 1,279 shares of the industrial products company’s stock valued at $279,000 after acquiring an additional 50 shares during the period. Advyzon Investment Management LLC increased its position in shares of Packaging Corporation of America by 3.3% during the 2nd quarter. Advyzon Investment Management LLC now owns 1,608 shares of the industrial products company’s stock worth $303,000 after purchasing an additional 52 shares in the last quarter. Argent Advisors Inc. lifted its holdings in Packaging Corporation of America by 1.9% during the 3rd quarter. Argent Advisors Inc. now owns 2,852 shares of the industrial products company’s stock valued at $622,000 after purchasing an additional 52 shares during the last quarter. Eastern Bank boosted its position in Packaging Corporation of America by 11.0% in the third quarter. Eastern Bank now owns 555 shares of the industrial products company’s stock valued at $121,000 after buying an additional 55 shares in the last quarter. Finally, Forza Wealth Management LLC grew its stake in Packaging Corporation of America by 2.8% during the second quarter. Forza Wealth Management LLC now owns 2,076 shares of the industrial products company’s stock worth $391,000 after buying an additional 56 shares during the last quarter. Institutional investors own 89.78% of the company’s stock.

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

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.

About Packaging Corporation of America

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.