Inceptionr LLC Acquires New Shares in Packaging Corporation of America $PKG

Key Points

• Inceptionr LLC opened a new position in Packaging Corporation of America (PKG), buying 7,295 shares worth about $1.59 million in Q3 amid broad institutional accumulation — institutional investors now own roughly 89.78% of the stock.
• President Thomas A. Hassfurther sold 12,129 shares on Feb. 5 at $230.50 (≈$2.80 million), trimming his position by 5.8%; insiders currently own about 1.5% of PKG.
• PKG missed quarterly expectations with EPS of $2.32 vs. $2.41 expected and revenue of $2.36B vs. $2.43B, set Q1 2026 guidance at $2.20 EPS, and declared a $1.25 quarterly dividend (annual $5.00, yield ~2.2%); analyst consensus is a Moderate Buy with an average price target of $236.00.

Inceptionr LLC bought a new position in Packaging Corporation of America (NYSE:PKG - Free Report) in the third quarter, according to the company in its most recent Form 13F filing with the SEC. The fund bought 7,295 shares of the industrial products company's stock, valued at approximately $1,590,000.

A number of other institutional investors have also recently made changes to their positions in PKG. Ashton Thomas Private Wealth LLC bought a new position in Packaging Corporation of America during the third quarter valued at approximately $485,000. Envestnet Asset Management Inc. grew its position in Packaging Corporation of America by 10.0% in the 3rd quarter. Envestnet Asset Management Inc. now owns 220,499 shares of the industrial products company's stock worth $48,053,000 after purchasing an additional 20,016 shares during the period. Vise Technologies Inc. purchased a new stake in Packaging Corporation of America during the 2nd quarter valued at $1,306,000. Atlas FRM LLC raised its stake in Packaging Corporation of America by 59.7% during the 2nd quarter. Atlas FRM LLC now owns 535,000 shares of the industrial products company's stock valued at $100,821,000 after buying an additional 200,000 shares during the last quarter. Finally, Carnegie Investment Counsel lifted its holdings in shares of Packaging Corporation of America by 32.2% during the 3rd quarter. Carnegie Investment Counsel now owns 12,679 shares of the industrial products company's stock valued at $2,763,000 after buying an additional 3,085 shares during the period. Hedge funds and other institutional investors own 89.78% of the company's stock.

Insider Buying and Selling at Packaging Corporation of America

In other news, President Thomas A. Hassfurther sold 12,129 shares of Packaging Corporation of America stock in a transaction dated Thursday, February 5th. The stock was sold at an average price of $230.50, for a total transaction of $2,795,734.50. Following the transaction, the president directly owned 197,062 shares of the company's stock, valued at $45,422,791. The trade was a 5.80% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. 1.50% of the stock is currently owned by insiders.

Analyst Upgrades and Downgrades

Several analysts recently commented on the company. Truist Financial cut their price objective on Packaging Corporation of America from $273.00 to $270.00 and set a "buy" rating for the company in a report on Thursday, January 29th. Weiss Ratings downgraded Packaging Corporation of America from a "buy (b-)" rating to a "hold (c+)" rating in a report on Friday, February 27th. Argus raised Packaging Corporation of America to a "strong-buy" rating in a research report on Thursday, February 26th. JPMorgan Chase & Co. boosted their price target on Packaging Corporation of America from $238.00 to $245.00 and gave the company an "overweight" rating in a research note on Friday, December 5th. Finally, Zacks Research raised shares of Packaging Corporation of America from a "strong sell" rating to a "hold" rating in a research report on Tuesday, January 6th. One research analyst has rated the stock with a Strong Buy rating, three have issued a Buy rating and five have assigned a Hold rating to the company. According to data from MarketBeat.com, Packaging Corporation of America currently has a consensus rating of "Moderate Buy" and an average price target of $236.00.

Packaging Corporation of America Trading Down 1.7%

Shares of PKG stock opened at $222.45 on Monday. The company has a debt-to-equity ratio of 0.86, a current ratio of 3.17 and a quick ratio of 1.94. The company has a market cap of $19.85 billion, a price-to-earnings ratio of 25.96, a PEG ratio of 1.71 and a beta of 0.88. Packaging Corporation of America has a 1 year low of $172.71 and a 1 year high of $249.51. The firm has a fifty day moving average price of $225.46 and a 200-day moving average price of $213.35.

Packaging Corporation of America (NYSE:PKG - Get Free Report) last announced 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). The company had revenue of $2.36 billion during the quarter, compared to the consensus estimate of $2.43 billion. Packaging Corporation of America had a return on equity of 19.22% and a net margin of 8.61%.Packaging Corporation of America's revenue for the quarter was up 10.1% compared to the same quarter last year. During the same period in the prior year, the business posted $2.47 earnings per share. Packaging Corporation of America has set its Q1 2026 guidance at 2.200-2.20 EPS. As a group, equities 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 will be paid on Wednesday, April 15th. Stockholders of record on Friday, March 13th will be paid a $1.25 dividend. The ex-dividend date of this dividend is Friday, March 13th. This represents a $5.00 annualized dividend and a dividend yield of 2.2%. Packaging Corporation of America's dividend payout ratio (DPR) is 58.34%.

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.

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