Universal Beteiligungs und Servicegesellschaft mbH Sells 56,237 Shares of Packaging Corporation of America $PKG

Key Points

• Universal Beteiligungs und Servicegesellschaft mbH cut its stake in Packaging Corporation of America by 29.6%, selling 56,237 shares and retaining 133,745 shares worth about $27.74 million (≈0.15% of the company).
• PKG beat Q1 expectations with $2.40 EPS (vs. ~$2.17) and 10.6% year-over-year revenue growth, but revenue slightly missed estimates and management set Q2 guidance at $2.33, below consensus, creating near-term downside risk.
• Institutional investors own about 89.78% of PKG, with large position changes such as BNY Mellon more than doubling to ~1.86M shares, and analysts maintain a consensus “Moderate Buy” rating with an average target of $229.

Universal Beteiligungs und Servicegesellschaft mbH cut its stake in shares of Packaging Corporation of America (NYSE:PKG - Free Report) by 29.6% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 133,745 shares of the industrial products company's stock after selling 56,237 shares during the period. Universal Beteiligungs und Servicegesellschaft mbH owned about 0.15% of Packaging Corporation of America worth $27,740,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also recently modified their holdings of PKG. Ashton Thomas Private Wealth LLC purchased a new position in Packaging Corporation of America in the third quarter worth about $485,000. Envestnet Asset Management Inc. increased its position in shares of Packaging Corporation of America by 10.0% during the 3rd quarter. Envestnet Asset Management Inc. now owns 220,499 shares of the industrial products company's stock valued at $48,053,000 after purchasing an additional 20,016 shares during the last quarter. Carnegie Investment Counsel lifted its stake in shares of Packaging Corporation of America by 32.2% in the 3rd quarter. Carnegie Investment Counsel now owns 12,679 shares of the industrial products company's stock worth $2,763,000 after purchasing an additional 3,085 shares during the period. Bank of New York Mellon Corp lifted its stake in shares of Packaging Corporation of America by 119.9% in the 3rd 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 purchasing an additional 1,015,894 shares during the period. Finally, National Pension Service boosted its holdings in shares of Packaging Corporation of America by 25.1% in the third quarter. National Pension Service now owns 46,998 shares of the industrial products company's stock worth $10,242,000 after buying an additional 9,444 shares during the last quarter. 89.78% of the stock is owned by institutional investors.

Packaging Corporation of America Trading Up 4.9%

Packaging Corporation of America stock opened at $215.24 on Friday. Packaging Corporation of America has a 12-month low of $178.30 and a 12-month high of $249.51. The firm has a market capitalization of $19.16 billion, a price-to-earnings ratio of 26.19, a P/E/G ratio of 1.87 and a beta of 0.90. The firm has a 50 day moving average of $218.26 and a 200 day moving average of $212.53. The company has a current ratio of 3.17, a quick ratio of 1.94 and a debt-to-equity ratio of 0.86.

Packaging Corporation of America (NYSE:PKG - Get Free Report) last issued its quarterly earnings results on Wednesday, April 22nd. The industrial products company reported $2.40 earnings per share for the quarter, beating the consensus estimate of $2.17 by $0.23. The business had revenue of $2.37 billion for the quarter, compared to the consensus estimate of $2.45 billion. Packaging Corporation of America had a net margin of 8.04% and a return on equity of 19.20%. The company's revenue for the quarter was up 10.6% on a year-over-year basis. During the same quarter in the previous year, the firm earned $2.31 earnings per share. Packaging Corporation of America has set its Q2 2026 guidance at 2.330-2.330 EPS. As a group, research analysts predict that Packaging Corporation of America will post 10.81 earnings per share for the current year.

Packaging Corporation of America Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Wednesday, April 15th. Investors of record on Friday, March 13th were issued a $1.25 dividend. The ex-dividend date of this dividend was Friday, March 13th. This represents a $5.00 annualized dividend and a yield of 2.3%. Packaging Corporation of America's dividend payout ratio is currently 58.34%.

Insiders Place Their Bets

In other Packaging Corporation of America news, President Thomas A. Hassfurther sold 12,129 shares of the stock in a transaction on Thursday, February 5th. The stock was sold at an average price of $230.50, for a total value of $2,795,734.50. Following the completion of the sale, the president owned 197,062 shares in the company, valued at approximately $45,422,791. This represents a 5.80% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. Corporate insiders own 1.60% 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: Q1 earnings beat consensus — PKG reported $2.40 EPS (ex-special items) vs. ~$2.17 expected, a surprise that underpinned the stock rally. Packaging Corporation of America Reports First Quarter 2026 Results
• Positive Sentiment: Pricing power and operational efficiency helped margins and profit growth, supporting investor confidence in near-term cash generation. Packaging Corp posts higher quarterly profit on strong pricing power, operational efficiency
• Neutral Sentiment: Analyst commentary and valuation checks: several write-ups note the solid quarter but say PKG’s valuation remains full after the share-price uptick — useful for investors weighing entry points. A Look At Packaging Corporation Of America (PKG) Valuation After Its Recent Share Price Uptick
• Neutral Sentiment: Full earnings/transcript availability — the call and transcripts provide management color on pricing cadence and mix that investors can use to model margin trajectory. Packaging Corp (PKG) Q1 2026 Earnings Transcript
• Negative Sentiment: Q2 guidance disappoints — management set Q2 EPS at $2.33, materially below the ~$2.52 consensus, creating near-term downside risk as price benefits are expected to build later (into Q3).
• Negative Sentiment: Revenue slightly missed and costs/special items noted — Q1 revenue came in a touch under estimates and analysts flagged margin pressure from special items and weaker peer results, tempering the beat. Packaging Corp. Q1 Earnings Beat Estimates on Pricing and Mix
• Negative Sentiment: Analyst downward revisions — at least one firm trimmed expectations / price targets after the print and guidance cut, which can cap upside until guidance proves conservative. Truist Financial Has Lowered Expectations for Packaging Corporation of America NYSE: PKG Stock Price

Analyst Upgrades and Downgrades

PKG has been the subject of several recent research reports. Argus upgraded shares of Packaging Corporation of America to a "strong-buy" rating in a research report on Thursday, February 26th. Wall Street Zen upgraded shares of Packaging Corporation of America from a "sell" rating to a "hold" rating in a research note on Saturday, January 3rd. Wells Fargo & Company cut their price objective on shares of Packaging Corporation of America from $234.00 to $226.00 and set an "overweight" rating for the company in a research report on Tuesday, April 7th. Deutsche Bank Aktiengesellschaft initiated coverage on Packaging Corporation of America in a research note on Wednesday, April 1st. They issued a "hold" rating and a $225.00 price objective for the company. Finally, UBS Group lowered their target price on Packaging Corporation of America from $235.00 to $225.00 and set a "neutral" rating on the stock in a research report on Friday, April 10th. One analyst has rated the stock with a Strong Buy rating, three have assigned a Buy rating and six have given a Hold rating to the company. Based on data from MarketBeat.com, the company currently has a consensus rating of "Moderate Buy" and an average target price of $229.00.

Packaging Corporation of America 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.

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