Boston Partners have offloaded several shares of Packaging Corporation of America (NYSE:PKG), while the Swiss National Bank and Summit Global Investments increased their stakes. Investors are reacting to PKG's recent pullback, coupled with Greif acquisition optimism and Q3 revenue outperforming expectations. Record cash flow from their Q3 2025 earnings call highlights suggests strong company performance. However, Q2 and Q3 revenue missed expectations, affecting the company's stocks. Despite this, PKG's strong trading performance led it to outperform competitors. Likely due to these fluctuations, certain firms - including Charles Schwab Investment Management and Ensign Peak Advisors - increased their stock holdings in PKG. However, others like Banco Bilbao Vizcaya Argentaria and Rockefeller Capital Management reduced their stakes. Meanwhile, the company's valuation is being reassessed post-Greif deal. PKG announced a strong quarterly dividend of $1.25, overlooking its EPS miss by 12%. The company's Q3 earnings grew underpinned by higher prices, but missed estimates. PKG has acquired Greif's containerboard business for $1.8 billion, strengthening its position in the packaging industry. Despite missing earnings and issuing a cautious outlook, PKG's stock has surged. Some analysts forecast limited upside even as PKG's operational strength has been lauded.
Packaging Corp of America PKG News Analytics from Thu, 27 Mar 2025 07:00:00 GMT to Fri, 28 Nov 2025 09:06:28 GMT -
Rating 4
- Innovation 3
- Information 7
- Rumor -6
