Packaging Corporation of America (NYSE:PKG) Shares Unloaded Rep. Julie Johnson

Representative Julie Johnson (D-Texas) recently sold shares of Packaging Corporation of America (NYSE:PKG). In a filing disclosed on January 15th, the Representative disclosed that they had sold between $1,001 and $15,000 in Packaging Corporation of America stock on December 18th. The trade occurred in the Representative’s “CHASE BROKERAGE ACCOUNT (3935)” account.

Representative Julie Johnson also recently made the following trade(s):

• Sold $1,001 – $15,000 in shares of Texas Instruments (NASDAQ:TXN) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of UnitedHealth Group (NYSE:UNH) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of General Dynamics (NYSE:GD) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of PepsiCo (NASDAQ:PEP) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of Dover (NYSE:DOV) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of Philip Morris International (NYSE:PM) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of Johnson & Johnson (NYSE:JNJ) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of Bank of America (NYSE:BAC) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of Walmart (NASDAQ:WMT) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of Republic Services (NYSE:RSG) on 12/18/2025.

Packaging Corporation of America Price Performance

Shares of NYSE PKG traded down $0.22 during midday trading on Friday, hitting $221.75. The company had a trading volume of 570,822 shares, compared to its average volume of 633,345. The business has a 50-day simple moving average of $204.73 and a two-hundred day simple moving average of $205.80. Packaging Corporation of America has a twelve month low of $172.71 and a twelve month high of $242.68. The company has a quick ratio of 2.00, a current ratio of 3.16 and a debt-to-equity ratio of 0.84. The firm has a market capitalization of $19.95 billion, a price-to-earnings ratio of 22.42, a price-to-earnings-growth ratio of 1.68 and a beta of 0.88.

Packaging Corporation of America (NYSE:PKG) last released its quarterly earnings results on Wednesday, October 22nd. The industrial products company reported $2.73 earnings per share for the quarter, missing analysts’ consensus estimates of $2.83 by ($0.10). Packaging Corporation of America had a return on equity of 19.72% and a net margin of 10.18%.The firm had revenue of $2.31 billion during the quarter, compared to analyst estimates of $2.29 billion. During the same quarter in the prior year, the company earned $2.65 EPS. The business’s revenue was up 6.0% on a year-over-year basis. Packaging Corporation of America has set its Q4 2025 guidance at 2.400-2.400 EPS. Equities research analysts anticipate that Packaging Corporation of America will post 10.44 earnings per share for the current year.

Packaging Corporation of America Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Wednesday, January 14th. Stockholders of record on Monday, December 15th were issued a $1.25 dividend. This represents a $5.00 dividend on an annualized basis and a dividend yield of 2.3%. The ex-dividend date was Monday, December 15th. Packaging Corporation of America’s dividend payout ratio (DPR) is currently 50.56%.

More Packaging Corporation of America News

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

• Positive Sentiment: Zacks raised a few quarterly estimates — Q1 2026 to $2.38 from $2.34, Q3 2026 to $3.35 from $3.34, and Q3 2027 to $3.54 from $3.52 — signaling modest upside to some near-term quarters. Zacks Research note
• Neutral Sentiment: Zacks left its rating at “Hold” and the consensus for the current full year remains ~ $10.44 EPS; overall revisions are small in magnitude, so the market reaction is muted (volume below average). This suggests limited catalyst from the note unless guidance or macro factors change. Zacks Research note
• Negative Sentiment: Zacks trimmed several estimates — Q2 2026 to $2.57 (from $2.67), Q1 2027 to $2.61 (from $2.63), Q2 2027 to $2.91 (from $2.94), Q4 2026 to $2.85 (from $2.86), FY2026 to $11.14 (from $11.22) and FY2027 to $12.26 (from $12.29). These downgrades slightly reduce multi-year EPS expectations and are the main reason investor sentiment is cautious. Zacks Research note

Wall Street Analysts Forecast Growth

A number of equities research analysts have commented on the company. UBS Group increased their target price on Packaging Corporation of America from $230.00 to $235.00 and gave the company a “neutral” rating in a report on Monday, January 12th. Wall Street Zen upgraded shares of Packaging Corporation of America from a “sell” rating to a “hold” rating in a research report on Saturday, January 3rd. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of Packaging Corporation of America in a research note on Monday, December 29th. 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 report on Friday, December 5th. Finally, Truist Financial raised their price objective on Packaging Corporation of America from $263.00 to $273.00 and gave the stock a “buy” rating in a report on Tuesday, January 6th. One research analyst has rated the stock with a Strong Buy rating, four have given a Buy rating and four have given a Hold rating to the stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $236.17.

Institutional Investors Weigh In On Packaging Corporation of America

Several institutional investors and hedge funds have recently added to or reduced their stakes in the company. Cornerstone Planning Group LLC boosted its position in Packaging Corporation of America by 105.4% in the 3rd quarter. Cornerstone Planning Group LLC now owns 115 shares of the industrial products company’s stock valued at $25,000 after buying an additional 59 shares during the last quarter. Bruce G. Allen Investments LLC lifted its stake in shares of Packaging Corporation of America by 72.2% in the second quarter. Bruce G. Allen Investments LLC now owns 136 shares of the industrial products company’s stock worth $26,000 after acquiring an additional 57 shares in the last quarter. KERR FINANCIAL PLANNING Corp acquired a new stake in Packaging Corporation of America during the 3rd quarter valued at approximately $31,000. Trust Co. of Toledo NA OH purchased a new stake in Packaging Corporation of America during the 2nd quarter worth approximately $33,000. Finally, NBT Bank N A NY purchased a new stake in Packaging Corporation of America during the 3rd quarter worth approximately $41,000. 89.78% of the stock is currently owned by institutional investors and hedge funds.

About Representative Johnson

Julie Johnson (Democratic Party) is a member of the U.S. House, representing Texas’ 32nd Congressional District. She assumed office on January 3, 2025. Her current term ends on January 3, 2027.

Johnson (Democratic Party) ran for election to the U.S. House to represent Texas’ 32nd Congressional District. She won in the general election on November 5, 2024.

Julie Johnson earned a B.A. in history and government from the University of Texas at Austin in 1987 and a J.D. from the University of Houston Law Center in 1991. Johnson’s career experience includes working as an attorney.

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.