IFM Investors Pty Ltd Raises Holdings in Packaging Corporation of America $PKG

Key Points

• IFM Investors Pty Ltd increased its shareholdings in Packaging Corporation of America (NYSE:PKG) by 13.0%, acquiring a total of 16,352 shares valued at approximately $3.08 million.
• Packaging Corporation of America reported quarterly earnings of $2.48 per share, exceeding analyst expectations, and set its Q3 2025 EPS guidance at $2.800.
• The company announced a quarterly dividend of $1.25 per share, resulting in an annual yield of 2.3%, with the payment date set for October 15th.

IFM Investors Pty Ltd boosted its holdings in shares of Packaging Corporation of America (NYSE:PKG - Free Report) by 13.0% during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 16,352 shares of the industrial products company's stock after buying an additional 1,876 shares during the quarter. IFM Investors Pty Ltd's holdings in Packaging Corporation of America were worth $3,082,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also bought and sold shares of PKG. Lazard Asset Management LLC grew its holdings in shares of Packaging Corporation of America by 1,033.3% during the fourth quarter. Lazard Asset Management LLC now owns 204 shares of the industrial products company's stock valued at $45,000 after buying an additional 186 shares during the last quarter. Vise Technologies Inc. raised its position in shares of Packaging Corporation of America by 111.2% in the fourth quarter. Vise Technologies Inc. now owns 2,315 shares of the industrial products company's stock worth $521,000 after acquiring an additional 1,219 shares during the period. Toronto Dominion Bank increased its stake in shares of Packaging Corporation of America by 8.3% during the fourth quarter. Toronto Dominion Bank now owns 47,789 shares of the industrial products company's stock worth $10,759,000 after purchasing an additional 3,667 shares in the last quarter. Forum Financial Management LP increased its stake in shares of Packaging Corporation of America by 65.2% during the fourth quarter. Forum Financial Management LP now owns 1,786 shares of the industrial products company's stock worth $402,000 after purchasing an additional 705 shares in the last quarter. Finally, Ameriflex Group Inc. purchased a new stake in shares of Packaging Corporation of America during the fourth quarter worth about $64,000. 89.78% of the stock is owned by hedge funds and other institutional investors.

Packaging Corporation of America Trading Up 0.8%

Shares of Packaging Corporation of America stock opened at $213.00 on Tuesday. Packaging Corporation of America has a 1 year low of $172.71 and a 1 year high of $250.82. The company has a debt-to-equity ratio of 0.54, a quick ratio of 2.32 and a current ratio of 3.54. The company has a market capitalization of $19.17 billion, a P/E ratio of 21.26, a PEG ratio of 1.84 and a beta of 0.87. The company's fifty day moving average is $205.90 and its two-hundred day moving average is $196.76.

Packaging Corporation of America (NYSE:PKG - Get Free Report) last issued its quarterly earnings data on Wednesday, July 23rd. The industrial products company reported $2.48 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.44 by $0.04. Packaging Corporation of America had a net margin of 10.47% and a return on equity of 20.08%. The company had revenue of $2.17 billion for the quarter, compared to the consensus estimate of $2.18 billion. During the same period last year, the firm posted $2.20 EPS. Packaging Corporation of America's revenue for the quarter was up 4.7% on a year-over-year basis. Packaging Corporation of America has set its Q3 2025 guidance at 2.800-2.800 EPS. Analysts forecast that Packaging Corporation of America will post 10.44 earnings per share for the current year.

Packaging Corporation of America Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Wednesday, October 15th. Shareholders of record on Monday, September 15th will be given 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 is Monday, September 15th. Packaging Corporation of America's dividend payout ratio (DPR) is presently 49.90%.

Insider Activity at Packaging Corporation of America

In other news, CEO Mark W. Kowlzan sold 25,000 shares of the firm's stock in a transaction on Thursday, September 11th. The shares were sold at an average price of $215.97, for a total value of $5,399,250.00. Following the completion of the sale, the chief executive officer owned 437,378 shares in the company, valued at approximately $94,460,526.66. This trade represents a 5.41% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Company insiders own 1.50% of the company's stock.

Analyst Ratings Changes

Several brokerages recently issued reports on PKG. Jefferies Financial Group cut shares of Packaging Corporation of America from a "buy" rating to a "hold" rating and dropped their price objective for the company from $245.00 to $205.00 in a research note on Monday, June 16th. Wells Fargo & Company upped their price objective on shares of Packaging Corporation of America from $180.00 to $200.00 and gave the company an "equal weight" rating in a research note on Thursday, July 10th. Citigroup upped their price objective on shares of Packaging Corporation of America from $197.00 to $214.00 and gave the company a "neutral" rating in a research note on Friday, July 25th. Truist Financial upped their price objective on shares of Packaging Corporation of America from $238.00 to $262.00 and gave the company a "buy" rating in a research note on Wednesday, September 17th. Finally, UBS Group increased their price target on shares of Packaging Corporation of America from $210.00 to $220.00 and gave the company a "neutral" rating in a research note on Tuesday, July 29th. One equities research analyst has rated the stock with a Strong Buy rating, one has issued a Buy rating and four have issued a Hold rating to the company. Based on data from MarketBeat.com, Packaging Corporation of America presently has a consensus rating of "Moderate Buy" and an average target price of $220.20.

Packaging Corporation of America Profile

Packaging Corporation of America engages in the production of container products. It operates through the following segments: Packaging, Paper, and Corporate and Other. The Packaging segment offers a variety of corrugated packaging products, such as conventional shipping containers. The Paper segment manufactures and sells a range of papers, including communication-based papers, and pressure sensitive papers.

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