RW Investment Management LLC Acquires New Holdings in Packaging Corporation of America $PKG

Key Points

• RW Investment Management LLC acquired 7,074 shares of Packaging Corporation of America worth approximately $1.69 million, while institutional investors collectively own 89.78% of PKG.
• Analyst sentiment remains favorable: UBS raised its price target to $292, and the stock carries a “Moderate Buy” consensus rating with an average target of $264.57.
• PKG exceeded quarterly earnings expectations with EPS of $2.35 versus the $2.31 consensus, while revenue rose 14.7% year over year to $2.49 billion. However, insiders have sold 37,657 shares worth about $9.2 million over the past three months.

RW Investment Management LLC bought a new position in shares of Packaging Corporation of America (NYSE:PKG - Free Report) in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor bought 7,074 shares of the industrial products company's stock, valued at approximately $1,686,000. Packaging Corporation of America accounts for 0.1% of RW Investment Management LLC's holdings, making the stock its 19th largest position.

Several other hedge funds and other institutional investors have also bought and sold shares of the stock. Benchmark Financial Wealth Advisors LLC raised its position in shares of Packaging Corporation of America by 2.1% in the 4th quarter. Benchmark Financial Wealth Advisors LLC now owns 2,345 shares of the industrial products company's stock worth $484,000 after acquiring an additional 48 shares in the last quarter. Smartleaf Asset Management LLC boosted its position in Packaging Corporation of America by 5.2% during the fourth quarter. Smartleaf Asset Management LLC now owns 1,045 shares of the industrial products company's stock valued at $218,000 after purchasing an additional 52 shares in the last quarter. TD Private Client Wealth LLC boosted its position in Packaging Corporation of America by 2.9% during the fourth quarter. TD Private Client Wealth LLC now owns 1,929 shares of the industrial products company's stock valued at $398,000 after purchasing an additional 54 shares in the last quarter. Geneos Wealth Management Inc. grew its stake in Packaging Corporation of America by 40.4% in the first quarter. Geneos Wealth Management Inc. now owns 198 shares of the industrial products company's stock valued at $39,000 after purchasing an additional 57 shares during the last quarter. Finally, Root Financial Partners LLC grew its stake in Packaging Corporation of America by 28.4% in the first quarter. Root Financial Partners LLC now owns 276 shares of the industrial products company's stock valued at $59,000 after purchasing an additional 61 shares during the last quarter. Institutional investors own 89.78% of the company's stock.

Analyst Upgrades and Downgrades

Several analysts have commented on the stock. Bank of America increased their price target on shares of Packaging Corporation of America from $242.00 to $263.00 and gave the company a "buy" rating in a research report on Tuesday, July 14th. JPMorgan Chase & Co. raised their target price on shares of Packaging Corporation of America from $269.00 to $271.00 and gave the company an "overweight" rating in a research note on Friday, July 24th. Citigroup upped their price target on Packaging Corporation of America from $241.00 to $254.00 and gave the stock a "neutral" rating in a research report on Tuesday, July 28th. Deutsche Bank Aktiengesellschaft upgraded shares of Packaging Corporation of America from a "hold" rating to a "buy" rating and lifted their target price for the stock from $225.00 to $256.00 in a research note on Monday, May 4th. Finally, UBS Group increased their price objective on Packaging Corporation of America from $271.00 to $292.00 and gave the company a "buy" rating in a report on Thursday. One analyst has rated the stock with a Strong Buy rating, five have issued a Buy rating and four have issued a Hold rating to the stock. According to data from MarketBeat.com, the company presently has an average rating of "Moderate Buy" and an average target price of $264.57.

Key Stories Impacting Packaging Corporation of America

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

• Positive Sentiment: UBS raised its price target to $292 from $271 and maintained a “Buy” rating, implying roughly 14.3% upside from the referenced share price. The upgrade provides a positive valuation signal for PKG. Benzinga article
• Positive Sentiment: Zacks Research increased its FY2027 EPS forecast to $12.44 from $12.08 and its FY2028 forecast to $14.56 from $13.99. The firm also raised estimates for multiple 2027 quarters and Q2 2028, signaling improved longer-term earnings expectations for Packaging Corporation of America.
• Positive Sentiment: Zacks raised its Q4 2026 EPS estimate to $2.75 from $2.62 and its Q1 2028 estimate to $3.23 from $3.13. These revisions support the view that earnings momentum could strengthen beyond the current year.
• Neutral Sentiment: The analyst revisions are mixed for 2026: FY2026 EPS was trimmed slightly to $10.40 from $10.42, while Q3 2026 EPS was reduced to $2.91 from $3.07. The current full-year consensus remains $10.48 per share, suggesting limited immediate earnings upside.
• Negative Sentiment: Thomas Hassfurther reportedly sold 7,063 PKG shares. Insider selling can weigh modestly on sentiment, although the transaction alone does not establish a change in the company’s fundamental outlook. Thomas Hassfurther sells Packaging Corporation of America shares

Packaging Corporation of America Stock Up 0.0%

PKG opened at $255.54 on Monday. The company has a fifty day moving average of $238.16 and a two-hundred day moving average of $226.49. The stock has a market capitalization of $22.77 billion, a price-to-earnings ratio of 33.19, a PEG ratio of 2.41 and a beta of 0.80. Packaging Corporation of America has a fifty-two week low of $191.50 and a fifty-two week high of $259.98. The company has a debt-to-equity ratio of 0.85, a quick ratio of 1.86 and a current ratio of 2.94.

Packaging Corporation of America (NYSE:PKG - Get Free Report) last announced its quarterly earnings results on Wednesday, July 22nd. The industrial products company reported $2.35 earnings per share for the quarter, beating the consensus estimate of $2.31 by $0.04. The firm had revenue of $2.49 billion during the quarter, compared to analyst estimates of $2.49 billion. Packaging Corporation of America had a return on equity of 18.94% and a net margin of 7.25%.Packaging Corporation of America's revenue for the quarter was up 14.7% compared to the same quarter last year. During the same quarter in the previous year, the business earned $2.48 EPS. Packaging Corporation of America has set its Q3 2026 guidance at 2.910-2.910 EPS. On average, research analysts expect that Packaging Corporation of America will post 10.48 earnings per share for the current year.

Insider Activity at Packaging Corporation of America

In other news, CEO Mark W. Kowlzan sold 9,266 shares of the company's stock in a transaction that occurred on Wednesday, May 27th. The stock was sold at an average price of $217.08, for a total transaction of $2,011,463.28. Following the completion of the transaction, the chief executive officer directly owned 473,610 shares of the company's stock, valued at $102,811,258.80. This represents a 1.92% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through this link. Also, President Thomas A. Hassfurther sold 7,063 shares of the stock in a transaction that occurred on Friday, August 7th. The shares were sold at an average price of $254.00, for a total value of $1,794,002.00. Following the transaction, the president owned 202,891 shares in the company, valued at $51,534,314. This trade represents a 3.36% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders sold 37,657 shares of company stock worth $9,199,044. 1.60% of the stock is owned by corporate insiders.

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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