Dorato Capital Management Acquires Shares of 2,581 Packaging Corporation of America $PKG

Dorato Capital Management acquired a new position in Packaging Corporation of America (NYSE:PKG) in the fourth quarter, HoldingsChannel.com reports. The fund acquired 2,581 shares of the industrial products company’s stock, valued at approximately $568,000.

Other hedge funds have also modified their holdings of the company. Integrated Wealth Concepts LLC increased its stake in shares of Packaging Corporation of America by 73.5% in the 1st quarter. Integrated Wealth Concepts LLC now owns 2,956 shares of the industrial products company’s stock valued at $585,000 after purchasing an additional 1,252 shares in the last quarter. Empowered Funds LLC raised its holdings in Packaging Corporation of America by 538.6% in the 1st quarter. Empowered Funds LLC now owns 6,303 shares of the industrial products company’s stock worth $1,248,000 after purchasing an additional 5,316 shares during the period. Geneos Wealth Management Inc. boosted its position in Packaging Corporation of America by 40.4% during the first quarter. Geneos Wealth Management Inc. now owns 198 shares of the industrial products company’s stock worth $39,000 after purchasing an additional 57 shares in the last quarter. Sivia Capital Partners LLC boosted its position in Packaging Corporation of America by 43.6% during the second quarter. Sivia Capital Partners LLC now owns 1,770 shares of the industrial products company’s stock worth $334,000 after purchasing an additional 537 shares in the last quarter. Finally, Steward Partners Investment Advisory LLC grew its holdings in Packaging Corporation of America by 4.4% in the second quarter. Steward Partners Investment Advisory LLC now owns 1,844 shares of the industrial products company’s stock valued at $348,000 after purchasing an additional 78 shares during the period. 89.78% of the stock is owned by hedge funds and other institutional investors.

Packaging Corporation of America Stock Performance

Shares of NYSE:PKG opened at $204.67 on Friday. The company has a debt-to-equity ratio of 0.86, a current ratio of 3.17 and a quick ratio of 1.94. Packaging Corporation of America has a 1 year low of $172.71 and a 1 year high of $249.51. The firm has a market capitalization of $18.22 billion, a PE ratio of 23.88, a P/E/G ratio of 1.63 and a beta of 0.90. The business’s 50 day moving average price is $224.71 and its 200-day moving average price is $213.09.

Packaging Corporation of America (NYSE:PKG) last posted its quarterly earnings data on Tuesday, January 27th. The industrial products company reported $2.32 EPS for the quarter, missing the consensus estimate of $2.41 by ($0.09). The firm had revenue of $2.36 billion during the quarter, compared to analyst estimates of $2.43 billion. Packaging Corporation of America had a net margin of 8.61% and a return on equity of 19.22%. The firm’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 company 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 research analysts expect that Packaging Corporation of America will post 10.44 earnings per share for the current fiscal year.

Packaging Corporation of America Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Wednesday, April 15th. Stockholders of record on Friday, March 13th will be given a $1.25 dividend. This represents a $5.00 dividend on an annualized basis and a dividend yield of 2.4%. The ex-dividend date is Friday, March 13th. Packaging Corporation of America’s dividend payout ratio is 58.34%.

Insider Activity at Packaging Corporation of America

In other news, President Thomas A. Hassfurther sold 12,129 shares of the firm’s stock in a transaction dated Thursday, February 5th. The shares were sold at an average price of $230.50, for a total value of $2,795,734.50. Following the transaction, the president directly owned 197,062 shares of the company’s stock, valued at approximately $45,422,791. This trade represents a 5.80% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at this link. 1.50% of the stock is owned by company insiders.

Analyst Upgrades and Downgrades

A number of analysts have recently commented on PKG shares. Argus upgraded Packaging Corporation of America to a “strong-buy” rating in a research report on Thursday, February 26th. Deutsche Bank Aktiengesellschaft started coverage on Packaging Corporation of America in a research report on Wednesday. They set a “hold” rating and a $225.00 target price on the stock. Wall Street Zen raised shares of Packaging Corporation of America from a “sell” rating to a “hold” rating in a report on Saturday, January 3rd. Truist Financial reduced their price objective on shares of Packaging Corporation of America from $273.00 to $270.00 and set a “buy” rating for the company in a research report on Thursday, January 29th. Finally, JPMorgan Chase & Co. increased their price objective on shares of Packaging Corporation of America from $238.00 to $245.00 and gave the company an “overweight” rating in a report on Friday, December 5th. One equities research analyst has rated the stock with a Strong Buy rating, three have issued a Buy rating and six have given a Hold rating to the stock. According to data from MarketBeat, Packaging Corporation of America currently has a consensus rating of “Moderate Buy” and an average price target of $234.43.

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.