Packaging Corporation of America (NYSE:PKG) Shares Acquired Rep. April McClain Delaney

Key Points

• Representative April McClain Delaney disclosed a purchase of $1,001–$15,000 in Packaging Corporation of America (PKG) stock dated April 24 (filing on May 6) and executed multiple other late‑April trades across several companies.
• Packaging Corporation of America beat Q1 EPS estimates ($2.40 vs. $2.17) while revenue of $2.37B slightly missed expectations, set Q2 2026 guidance at $2.33 EPS, pays a $1.25 quarterly dividend (2.2% yield), and carries a MarketBeat consensus of "Moderate Buy" with a roughly $234 price target.

Representative April McClain Delaney (Democratic-Maryland) recently bought shares of Packaging Corporation of America NYSE: PKG. In a filing disclosed on May 06th, the Representative disclosed that they had bought between $1,001 and $15,000 in Packaging Corporation of America stock on April 24th.

Representative April McClain Delaney also recently made the following trade(s):

• Sold $1,001 - $15,000 in shares of Service Corporation International NYSE: SCI on 4/30/2026.
• Purchased $1,001 - $15,000 in shares of Markel Group NYSE: MKL on 4/30/2026.
• Purchased $1,001 - $15,000 in shares of STERIS NYSE: STE on 4/30/2026.
• Sold $1,001 - $15,000 in shares of Clean Harbors NYSE: CLH on 4/30/2026.
• Purchased $1,001 - $15,000 in shares of Transdigm Group NYSE: TDG on 4/29/2026.
• Purchased $1,001 - $15,000 in shares of Packaging Corporation of America NYSE: PKG on 4/29/2026.
• Purchased $1,001 - $15,000 in shares of Nasdaq NASDAQ: NDAQ on 4/24/2026.
• Sold $1,001 - $15,000 in shares of Fortune Brands Innovations NYSE: FBIN on 4/24/2026.
• Sold $15,001 - $50,000 in shares of C.H. Robinson Worldwide NASDAQ: CHRW on 4/24/2026.
• Sold $1,001 - $15,000 in shares of Paychex NASDAQ: PAYX on 4/21/2026.

Packaging Corporation of America Price Performance

Shares of Packaging Corporation of America stock opened at $223.43 on Friday. The company has a current ratio of 3.17, a quick ratio of 1.94 and a debt-to-equity ratio of 0.86. The stock has a market capitalization of $19.89 billion, a price-to-earnings ratio of 27.18, a P/E/G ratio of 2.04 and a beta of 0.81. Packaging Corporation of America has a 1-year low of $178.32 and a 1-year high of $249.51. The firm's 50-day moving average price is $215.30 and its two-hundred day moving average price is $213.13.

Packaging Corporation of America (NYSE:PKG - Get Free Report) last issued its quarterly earnings data on Wednesday, April 22nd. The industrial products company reported $2.40 earnings per share for the quarter, topping the consensus estimate of $2.17 by $0.23. The firm had revenue of $2.37 billion for the quarter, compared to analysts' expectations 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 quarterly revenue was up 10.6% compared to the same quarter last year. During the same period in the prior 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. On average, equities analysts predict that Packaging Corporation of America will post 10.84 earnings per share for the current fiscal year.

Packaging Corporation of America Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Wednesday, April 15th. Shareholders of record on Friday, March 13th were paid a dividend of $1.25 per share. This represents a $5.00 annualized dividend and a yield of 2.2%. The ex-dividend date of this dividend was Friday, March 13th. Packaging Corporation of America's dividend payout ratio is currently 60.83%.

Analyst Ratings Changes

PKG has been the topic of several research analyst reports. Wells Fargo & Company decreased their price objective on shares of Packaging Corporation of America from $234.00 to $226.00 and set an "overweight" rating on the stock in a research note on Tuesday, April 7th. UBS Group upped their price objective on shares of Packaging Corporation of America from $225.00 to $232.00 and gave the stock a "neutral" rating in a research note on Tuesday, April 28th. Truist Financial reaffirmed a "buy" rating and set a $258.00 price objective (down from $260.00) on shares of Packaging Corporation of America in a research note on Monday, April 27th. Weiss Ratings cut shares of Packaging Corporation of America from a "buy (b-)" rating to a "hold (c+)" rating in a research note on Friday, February 27th. Finally, JPMorgan Chase & Co. increased their price target on shares of Packaging Corporation of America from $225.00 to $246.00 and gave the company an "overweight" rating in a research note on Friday, April 24th. One research analyst has rated the stock with a Strong Buy rating, four have assigned a Buy rating and five have assigned a Hold rating to the company. Based on data from MarketBeat, the company currently has a consensus rating of "Moderate Buy" and a consensus price target of $234.29.

Institutional Trading of Packaging Corporation of America

Several hedge funds have recently modified their holdings of PKG. Integrated Wealth Concepts LLC lifted its holdings in Packaging Corporation of America by 73.5% in the first quarter. Integrated Wealth Concepts LLC now owns 2,956 shares of the industrial products company's stock valued at $585,000 after buying an additional 1,252 shares during the period. Empowered Funds LLC lifted its holdings in Packaging Corporation of America by 538.6% in the first quarter. Empowered Funds LLC now owns 6,303 shares of the industrial products company's stock valued at $1,248,000 after buying an additional 5,316 shares during the period. Geneos Wealth Management Inc. lifted its holdings 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 buying an additional 57 shares during the period. Sivia Capital Partners LLC lifted its holdings in Packaging Corporation of America by 43.6% in the second quarter. Sivia Capital Partners LLC now owns 1,770 shares of the industrial products company's stock valued at $334,000 after buying an additional 537 shares during the period. Finally, Cresset Asset Management LLC lifted its holdings in Packaging Corporation of America by 17.0% in the second quarter. Cresset Asset Management LLC now owns 1,772 shares of the industrial products company's stock valued at $336,000 after buying an additional 258 shares during the period. 89.78% of the stock is owned by institutional investors.

About Representative McClain Delaney

April McClain-Delaney (Democratic Party) is a member of the U.S. House, representing Maryland's 6th Congressional District. She assumed office on January 3, 2025. Her current term ends on January 3, 2027. McClain-Delaney (Democratic Party) is running for re-election to the U.S. House to represent Maryland's 6th Congressional District. She declared candidacy for the 2026 election. April McClain-Delaney grew up in Buhl, Idaho, where her father was a potato farmer. She obtained her bachelor's degree in communications from Northwestern University in 1986 and her law degree from Georgetown Law Center in 1989. McClain-Delaney worked in communications law, first with the satellite firm Orion Network Systems and later as the Washington director for Common Sense Media, a nonprofit focused on technology and children. In 2022, McClain-Delaney joined the U.S. Department of Commerce under President Joe Biden (D) as deputy assistant secretary for communications and information. McClain-Delaney served on the board of the Georgetown University Law Center, the International Center for Research on Women, and the Northwestern University School of Communications.

Packaging Corporation of America Company 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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