Cambiar Investors LLC Sells 19,150 Shares of Packaging Corporation of America $PKG

Cambiar Investors LLC lessened its position in Packaging Corporation of America (NYSE:PKG) by 42.0% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 26,406 shares of the industrial products company’s stock after selling 19,150 shares during the quarter. Cambiar Investors LLC’s holdings in Packaging Corporation of America were worth $5,755,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. Trust Co. of Toledo NA OH bought a new stake in Packaging Corporation of America during the second quarter valued at about $33,000. Geneos Wealth Management Inc. lifted its position in shares of Packaging Corporation of America by 40.4% during the 1st 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 during the last quarter. NBT Bank N A NY bought a new stake in Packaging Corporation of America during the 3rd quarter valued at approximately $41,000. Global Wealth Strategies & Associates bought a new stake in Packaging Corporation of America during the 3rd quarter valued at approximately $44,000. Finally, CYBER HORNET ETFs LLC acquired a new stake in Packaging Corporation of America in the 2nd quarter valued at approximately $44,000. Institutional investors and hedge funds own 89.78% of the company’s stock.

Key Headlines Impacting Packaging Corporation of America

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

• Positive Sentiment: Reports that containerboard prices are being raised have investors hopeful for improved margins and a shift in PKG’s revenue mix, supporting upside to future profitability. Did PKG’s Containerboard Price Hike Just Shift Packaging Corporation of America’s (PKG) Investment Narrative? Packaging stocks are on watch on reports of containerboard price increase
• Positive Sentiment: Revenue grew ~10% year-over-year in Q4 to ~$2.4B, and full-year adjusted EPS remained solid, showing underlying demand and scale in PKG’s business despite the EPS miss. Packaging Corporation of America Reports Fourth Quarter and Full Year 2025 Results
• Neutral Sentiment: Analyst write-ups are parsing key metrics (margins, ROE, and revenue mix) versus estimates to refine near-term models; these deeper looks could drive follow-on analyst revisions but don’t change the headline picture immediately. Packaging Corp. (PKG) Q4 Earnings: Taking a Look at Key Metrics Versus Estimates
• Negative Sentiment: Q4 EPS of $2.32 missed consensus ($2.41) and declined from $2.47 a year ago, a near-term disappointment that pressured estimates. Packaging Corp. (PKG) Misses Q4 Earnings and Revenue Estimates
• Negative Sentiment: The company issued Q1 FY2026 EPS guidance of $2.20, below the prior consensus ~ $2.34 — a downward guidance surprise that likely prompted some selling and analyst model cuts. PKG stock summary and guidance note

Packaging Corporation of America Stock Up 0.7%

Shares of PKG stock opened at $223.28 on Wednesday. Packaging Corporation of America has a one year low of $172.71 and a one year high of $239.66. The company has a debt-to-equity ratio of 0.84, a current ratio of 3.16 and a quick ratio of 2.00. The stock has a fifty day moving average price of $207.82 and a 200 day moving average price of $206.66. The stock has a market cap of $20.09 billion, a P/E ratio of 22.58, a price-to-earnings-growth ratio of 1.66 and a beta of 0.88.

Packaging Corporation of America (NYSE:PKG) last announced its quarterly earnings data on Tuesday, January 27th. The industrial products company reported $2.32 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $2.41 by ($0.09). Packaging Corporation of America had a net margin of 10.18% and a return on equity of 19.72%. The business’s quarterly revenue was up 10.1% on a year-over-year basis. During the same quarter last year, the firm posted $2.47 earnings per share. Packaging Corporation of America has set its Q1 2026 guidance at 2.200-2.20 EPS. Analysts predict that Packaging Corporation of America will post 10.44 earnings per share for the current year.

Packaging Corporation of America Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Wednesday, January 14th. Shareholders of record on Monday, December 15th were issued a dividend of $1.25 per share. This represents a $5.00 dividend on an annualized basis and a yield of 2.2%. The ex-dividend date of this dividend was Monday, December 15th. Packaging Corporation of America’s payout ratio is presently 50.56%.

Analysts Set New Price Targets

PKG has been the subject of a number of research analyst reports. Truist Financial upped their price target on Packaging Corporation of America from $263.00 to $273.00 and gave the stock a “buy” rating in a report on Tuesday, January 6th. 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. Citigroup cut their target price on shares of Packaging Corporation of America from $229.00 to $226.00 and set a “neutral” rating for the company in a research note on Tuesday, January 6th. Wells Fargo & Company upgraded shares of Packaging Corporation of America from an “equal weight” rating to an “overweight” rating and raised their price target for the stock from $222.00 to $233.00 in a research report on Tuesday, January 6th. Finally, JPMorgan Chase & Co. boosted their price objective on shares of Packaging Corporation of America from $238.00 to $245.00 and gave the stock an “overweight” rating in a report on Friday, December 5th. Four analysts have rated the stock with a Buy rating and four have given a Hold rating to the company. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $236.17.

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.