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

Mirae Asset Global Investments Co. Ltd. lifted its stake in shares of Packaging Corporation of America (NYSE:PKG) by 4.0% in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 108,259 shares of the industrial products company’s stock after purchasing an additional 4,139 shares during the period. Mirae Asset Global Investments Co. Ltd. owned about 0.12% of Packaging Corporation of America worth $23,593,000 as of its most recent filing with the Securities & Exchange Commission.

Other hedge funds have also recently modified their holdings of the company. Vanguard Group Inc. boosted its holdings in Packaging Corporation of America by 1.6% in the 2nd quarter. Vanguard Group Inc. now owns 11,204,307 shares of the industrial products company’s stock worth $2,111,452,000 after buying an additional 176,811 shares during the last quarter. State Street Corp lifted its position in shares of Packaging Corporation of America by 1.1% in the second quarter. State Street Corp now owns 4,097,253 shares of the industrial products company’s stock valued at $777,037,000 after acquiring an additional 43,141 shares in the last quarter. Charles Schwab Investment Management Inc. boosted its stake in shares of Packaging Corporation of America by 2.4% in the second quarter. Charles Schwab Investment Management Inc. now owns 3,351,323 shares of the industrial products company’s stock worth $631,557,000 after acquiring an additional 78,619 shares during the last quarter. Bank of New York Mellon Corp boosted its stake in shares of Packaging Corporation of America by 119.9% in the third 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 acquiring an additional 1,015,894 shares during the last quarter. Finally, American Century Companies Inc. increased its position in shares of Packaging Corporation of America by 70.6% during the second quarter. American Century Companies Inc. now owns 1,860,113 shares of the industrial products company’s stock worth $350,539,000 after purchasing an additional 769,806 shares in the last quarter. Institutional investors and hedge funds own 89.78% of the company’s stock.

Analyst Ratings Changes

A number of research analysts have weighed in on PKG shares. JPMorgan Chase & Co. raised their price objective on Packaging Corporation of America from $238.00 to $245.00 and gave the company an “overweight” rating in a report on Friday, December 5th. Wells Fargo & Company increased their target price on shares of Packaging Corporation of America from $233.00 to $234.00 and gave the company an “overweight” rating in a research report on Thursday. UBS Group boosted 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 research report on Monday, January 12th. Zacks Research raised shares of Packaging Corporation of America from a “strong sell” rating to a “hold” rating in a research note 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 note on Saturday, January 3rd. Four equities research analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus price target of $236.00.

Packaging Corporation of America Trading Up 1.3%

Shares of PKG opened at $220.45 on Friday. Packaging Corporation of America has a 12-month low of $172.71 and a 12-month high of $231.12. The firm has a market capitalization of $19.84 billion, a P/E ratio of 25.72, a P/E/G ratio of 1.63 and a beta of 0.88. The firm has a 50-day moving average price of $208.84 and a 200 day moving average price of $206.83. 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 (NYSE:PKG) last issued its earnings results on Tuesday, January 27th. The industrial products company reported $2.32 EPS for the quarter, missing analysts’ consensus estimates 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 analysts’ expectations of $2.43 billion. During the same period last year, the firm earned $2.47 earnings per share. Packaging Corporation of America’s revenue for the quarter 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. Sell-side analysts forecast that Packaging Corporation of America will post 10.44 EPS for the current year.

Packaging Corporation of America Dividend Announcement

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

Trending Headlines about 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 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.