Zacks Investment ResearchT3·10h ago
PKG Packaging Corp of America
XNYS
239.12
Delayed
Stock quote, options chain, IV rank, technicals, AI analysis, and institutional ownership. Iron condor setups Expected move IV rank history Fibonacci levels Insider trading
Market data may be delayed, incomplete, or inaccurate. Not a recommendation to buy, sell, or hold any security. Verify quotes with your broker before trading. See Terms §17.
PKG
$239.12
—
Key stats
$239.12
- 52-Week Range
- $191.50 – $259.98
- YTD
- +13.26%
- IV Rank (30D)
- 48.87
- Straddle Price
- $17.15
- P/C Vol Ratio
- 0.59
- Market Cap
- $21.3B
- Open
- $239.48
- Day Range
- $236.30 – $239.64
- Volume
- 810,152
- Prev Close
- $238.92
Fair Value
MODEL: LONG
A blended fair-value estimate combining up to six valuation methods. Each method is weighted by how well it fits the company — DCF down-weights for unprofitable names; DDM only fires for steady dividend payers; comparables down-weight when peer multiples disagree.
- DCF (quality-aware) — projects free cash flow with a horizon that scales to business quality. True compounders (quality 6/6) get 10 years explicit + 10 years fade before terminal; cyclical/struggling names (quality 0-1) get a 5-year terminal cliff. Quality is scored from ROE, gross margin, growth, FCF margin, debt load, and FCF consistency — the same factors that drive market premium for compounders.
- Market-Implied Growth (in Model Inputs) — reverse-DCF that answers "what growth rate is the market pricing in?". Lets you sanity-check the deviation: if implied growth is plausible for the business, the model's bearish flag may be wrong; if implausible, the market may be over-extrapolating.
- DDM (Gordon Growth Dividend Model) — values the stream of future dividends. Only used when trailing yield ≥ 2% and dividend payments are stable — below that the dividend is a token payout and Gordon (which values only the dividend stream) systematically underprices growth names, so those route to DCF + comparables + market anchor instead.
- P/E, EV/EBITDA, P/B, P/S — applies the peer-group median multiple to this company's per-share metric. Peers come from the same set as the "Related symbols" card. Earnings/sales metrics are forward-tilted by the company's recent revenue growth (capped at 25%) so they're comparable to peers' growth-embedded multiples — mimics how analysts use NTM rather than TTM. Per-multiple weights are biased by company quality (e.g. P/B down-weighted for asset-light tech).
- Market Anchor (SMA50) — the 50-day moving average, weighted by recent trading-range stability (tighter Bollinger bands → higher weight). Captures information fundamentals miss (forward consensus, sentiment, supply/demand) — but only when recent trading is steady enough that the market has converged on a view. During wild breakouts or breakdowns the anchor's weight collapses.
- Options Expected (B-L 30d) — the risk-neutral expected stock price at 30-day options expiration, derived from the full implied-volatility surface via Breeden-Litzenberger (second derivative of call price wrt strike → implied PDF, then E[S_T]). Forward-looking, captures all options-implied information (smile, skew, term structure) in one number. Weighted by chain liquidity. SP500-only at present (pre-computed daily). Backtest evidence: adds modest alpha across most bucket × holding combos.
- Blended value — weighted average. Confidence reflects how many methods fired and how tight peer dispersion is.
- Deviation pill — green when blended FV ≥ 10% above current price (undervalued); red when ≥ 10% below; grey otherwise.
| 10-yr Treasury (rf) | 5.15% |
| Beta vs SPY | 0.77 |
| Cost of Equity (CAPM) | 8.99% (VRP-adj) |
| WACC | 8.39% |
| Volatility Risk Premium | +32.4pp (IV − HV30) |
| Effective Tax Rate | 24.4% |
| Rev. Growth (YoY, DCF input) | +9.0% |
| DCF Horizon | 5 years explicit + fade |
| Forward Tilt (NTM/TTM) | ×1.09 (applied to P/E, EV/EBITDA, P/S) |
| Free Cash Flow (TTM) | $0.7B |
| Return on Equity (TTM) | 14.7% |
| Book / Price | 21.4% |
| Gross Margin (TTM) | 20.5% |
| FCF Margin (TTM) | 8.0% |
| Debt / Equity | 0.87 |
| Quality Score | 1/6 — cyclical/struggling (5y DCF) |
| Market-Implied Growth | +18.5% (reverse-DCF on current price) |
| SMA 50 | $237.59 (Market Anchor value) |
| SMA 20 / Bollinger Mid | $232.48 |
| Bollinger Width / SMA20 | 2.8% (drives anchor stability) |
| Net Debt | $3.6B |
| Market Cap | $21B |
Peers used for multiples: APD, AVY, FCX, IP, LIN, NEM, NUE, SW
60-Day Conviction
57%
20-Day Fair Value
≈ by Nov 20, 2026
$243.83
α +2.0%
rank 4%
conviction
90%
40-Day Fair Value
≈ by Dec 21, 2026
$243.64
α +1.9%
rank 1%
conviction
61%
60-Day Fair Value
≈ by Jan 19, 2027
$242.94
α +1.7%
rank 2%
conviction
57%
| Method | Implied Price | Weight | Detail |
|---|---|---|---|
| DCF | $150.50 | 17% | |
| DDM (Gordon) | $144.73 | 13% | |
| Peer P/E | $235.48 | 5% | median 26.3× · 6 peers |
| Peer EV/EBITDA | $227.83 | 5% | median 11.2× · 8 peers |
| Peer P/B | $213.70 | 5% | median 4.2× · 8 peers |
| Peer P/S | $306.47 | 5% | median 2.7× · 8 peers |
| Market Anchor (SMA50) | $237.59 | 33% | stability 100% (BB-width) |
| Options Expected (B-L 30d) | $240.32 | 17% | 25 strikes · skew +0.02 |
As of 2026-10-22 · updated
Related
About
- Industry (SIC)
- PAPERBOARD CONTAINERS & BOXES (2650) · industry map
- Exchange
- XNYS
- Market Cap
- $21.3B
- Employees
- 16,800
- List Date
- 2000-01-28
- CIK
- 0000075677
- Headquarters
- Lake Forest, IL
- Homepage
- https://www.packagingcorp.com
Packaging Corp. of America is the third-largest containerboard and corrugated packaging manufacturer in the United States. It produces over 5 million tons of containerboard annually. The company's share of the domestic containerboard market is roughly 10%. PCA differentiates itself from larger competitors by focusing on smaller customers and operating with a high degree of flexibility.
Summary
—
composite
—
No summary data available for this symbol yet.
Each spoke is this symbol's rank within its sector (0–100; the dotted ring marks the sector median at 50). Higher is more constructive for a long. One spoke — News sentiment — is an absolute reading, not a sector rank. Grayed spokes have no data. A fuller shape is a summary, not a recommendation.
Chart
Seasonality
| Month | '21 | '22 | '23 | '24 | '25 | '26 | Avg |
|---|---|---|---|---|---|---|---|
| Jan | -0.95% | 11.90% | 10.57% | 1.21% | -5.59% | 5.41% | 3.76% |
| Feb | -1.95% | -1.52% | -3.82% | 11.06% | 0.86% | 3.76% | 1.40% |
| Mar | -1.04% | 9.08% | 0.09% | 5.32% | -5.44% | -8.21% | -0.03% |
| Apr | 8.91% | 3.47% | -3.59% | -8.35% | -7.16% | 1.03% | -0.95% |
| May | -0.55% | -1.74% | -10.22% | 5.33% | 5.34% | 0.39% | -0.24% |
| Jun | -9.59% | -12.68% | 5.87% | -0.17% | -1.98% | 7.49% | -1.84% |
| Jul | 3.63% | 1.34% | 15.64% | 11.00% | -4.44% | 2.92% | 5.01% |
| Aug | 8.93% | -1.38% | -2.61% | 5.83% | 13.87% | -6.83% | 2.97% |
| Sep | -10.72% | -17.72% | 2.67% | 4.52% | 0.68% | 0.06% | -3.42% |
| Oct | -1.28% | 4.53% | -0.15% | 6.34% | -8.89% | 4.04%* | 0.77% |
| Nov | -3.59% | 12.69% | 9.38% | 8.20% | 4.34% | -- | 6.20% |
| Dec | 5.13% | -6.06% | -4.01% | -8.04% | 1.47% | -- | -2.30% |
| Total | -5.09% | -2.89% | 18.24% | 48.21% | -8.78% | 9.26% | 9.82% |
Technical Indicators
Quick-reference for reading the values below. Indicators combine to confirm a view — no single one is a trade signal on its own.
Trend Indicators
- SMA 20 / 50 / 200 — price above = uptrend, below = downtrend. SMA 50 crossing SMA 200 is the golden/death cross.
- EMA 12 / 26 — faster-reacting averages; 12 above 26 is short-term bullish.
- MACD — bullish when MACD > signal (green badge), bearish when below. Divergence from price often precedes reversals.
- ADX (14) — trend strength regardless of direction. <20 range, 20–25 weak trend, 25–50 trend, >50 strong trend.
- +DI / −DI — +DI > −DI favors bulls; the reverse favors bears. Read alongside ADX.
Momentum Oscillators
- RSI (14) — <30 oversold, >70 overbought. 40–60 is neutral; trending names can stay extreme.
- Stochastic %K / %D — <20 oversold, >80 overbought. %K crossing %D is an early momentum signal.
- Williams %R — inverted scale: <−80 oversold, >−20 overbought.
Oscillators work best in range-bound markets; in strong trends they give premature reversal signals.
Volume & Volatility
- Bollinger Bands — price at upper band = overbought, lower = oversold. Narrow bands (squeeze) often precede expansion.
- OBV — cumulative volume; rising OBV confirms uptrend, falling OBV confirms downtrend. Divergence from price is a warning.
- Vol SMA 20 / Vol ROC — today's volume vs. 20-day average. Positive ROC with price move = conviction.
- ATR / True Range — average daily $ move; sizing and stop-loss reference.
- HV 20 / 30 / 60 — realized (historical) volatility. Compare to IV on the options cards: IV > HV = rich premium.
Confluence matters: trend + momentum + volume agreeing carries far more weight than any single indicator. For how these feed the spread scanner score, see the algorithm docs →
Trend Indicators
SMA 20: $232.48
SMA 50: $237.59
SMA 200: $228.13
Current: $239.00
EMA 12: $234.28
EMA 26: $234.15
MACD: 0.1273 | Signal: 1.3913
BEARISH
ADX (14): 19.47
RANGE
+DI: 20.32
−DI: 17.24
Momentum Oscillators
RSI (14): 58.78
NEUTRAL
Stoch %K: 87.84
Stoch %D: 83.97
Williams %R: -8.02
Volume & Volatility
BB Upper: $240.07
BB Lower: $224.90
NEUTRAL
OBV: -3,474,470
Vol SMA 20: 584,498
Vol ROC: 64.93%
ATR: $4.71
True Range: $3.34
HV 20: 15.7%
HV 30: 17.6%
HV 60: 19.8%
Data Summary
Data Points: 500
Last Updated:
Date Range: 2024-10-23T00:00:00 – 2026-10-21T00:00:00
AI Analysis
LLM Stock Analysis Report
Executive Summary
Overall Assessment: NEUTRAL (6/10) - The stock is trading within a range, and recent news headlines have not been overly bullish or bearish.
Key Drivers:
- Positive sentiment from industry trends and earnings beats
- Moderate volatility with low beta relative to market
Primary Risks:
- Potential breakdown below lower Bollinger Band (201.89)
- High implied volatility may indicate overpricing of options
Technical Analysis
Trend Direction: Short-term (1-4 weeks): NEUTRAL, Medium-term (1-3 months): RANGE, Long-term (3-12 months): UPTREND
Support/Resistance Levels:
- Lower Bollinger Band: 201.89
- Middle Bollinger Band: 211.14
- Upper Bollinger Band: 220.38
- SMA 20: 211.14
- SMA 50: 215.87
- EMA 12: 214.01
Momentum Signals:
- RSI (14): 54.82 (NEUTRAL)
- MACD: Bearish signal with histogram at -0.53
- Stochastic %K and %D both in neutral territory
- Williams %R: -28.67 (oversold)
Volume Analysis: Volume SMA 20: 912649.43, On-Balance Volume (OBV): -1562896.81, Volume Rate of Change: -12.82%
News & Sentiment Analysis
Recent Headlines Summary: Positive sentiment from industry trends and earnings beats, neutral commentary on market performance.
Sentiment Assessment: POSITIVE (60%)
Catalyst Identification: Earnings reports and potential upgrades or downgrades from analysts.
Market Narrative: The stock is trading within a range, with recent news headlines providing moderate support. Technical signals are mixed, with some indicators indicating oversold conditions.
Risk & Volatility Assessment
Beta Interpretation: Low volatility (0.76) relative to market.
Volatility Regime: Historical volatility: HV20 35.6%, HV30 33.2%, HV60 30.5%. IV premium vs HV30: 92.2% (positive).
Options Market Signals: IV rank: 37.8% (Medium), Current IV: 63.7%, Expected Move: $10.75 (13 DTE). Volume flow: 47 calls vs 588 puts, Open Interest: 490 calls vs 1,505 puts.
Market Context & Positioning
Sector Performance: Neutral performance relative to the packaging sector.
Institutional Activity: Moderate volume patterns suggesting institutional interest.
Correlation Analysis: Correlation with market (R-squared): 0.35.
Relative Valuation: Position within trading range, slightly above middle Bollinger Band.
Key Levels & Action Items
Critical Price Levels:
- Lower Bollinger Band: 201.89
- Middle Bollinger Band: 211.14
- Upper Bollinger Band: 220.38
Breakout/Breakdown Levels: SMA 20: 211.14, SMA 50: 215.87.
Time-Sensitive Catalysts: Earnings reports and potential upgrades or downgrades from analysts.
Risk Management: Stop-loss levels: 201.89 (lower Bollinger Band), position sizing considerations based on market volatility.
By analyzing the technical indicators, news headlines, and risk metrics, we can conclude that the stock is trading within a range with moderate volatility. The recent news headlines have been positive, but the options market signals indicate overpricing of volatility. We recommend monitoring key levels, including the lower Bollinger Band, and adjusting position sizing based on market conditions.
Generated
News
All PKG news →
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Showing 1–10 of 50
Page 1 of 5
Earnings History
18 of 23 under expected move
Avg Expected Move
6.48%
Avg Actual Move
3.42%
| Earnings Date | Timing | Expected Move | Actual Move | Ratio | Outcome |
|---|---|---|---|---|---|
| 2021-01-27 | Pre-Market | 8.91% | 2.84% | 0.32x | Within |
| 2021-04-27 | Pre-Market | 5.76% | 1.13% | 0.20x | Within |
| 2021-07-26 | Pre-Market | 4.42% | 0.70% | 0.16x | Within |
| 2021-10-26 | Pre-Market | 5.75% | 1.58% | 0.27x | Within |
| 2022-01-27 | Pre-Market | 6.72% | 7.56% | 1.12x | Exceeded |
| 2022-04-25 | Pre-Market | 7.27% | 0.69% | 0.09x | Within |
| 2022-07-26 | Pre-Market | 4.86% | 4.85% | 1.00x | Within |
| 2022-10-25 | Pre-Market | 8.44% | 0.30% | 0.04x | Within |
| 2023-01-26 | Pre-Market | 5.53% | 7.33% | 1.33x | Exceeded |
| 2023-04-25 | Pre-Market | 5.87% | 7.27% | 1.24x | Exceeded |
| 2023-07-25 | Pre-Market | 5.37% | 10.08% | 1.88x | Exceeded |
| 2023-10-24 | Pre-Market | 6.81% | 3.04% | 0.45x | Within |
| 2024-01-25 | Pre-Market | 5.48% | 4.04% | 0.74x | Within |
| 2024-04-23 | Pre-Market | 6.00% | 4.69% | 0.78x | Within |
| 2024-07-24 | Pre-Market | 6.04% | 0.24% | 0.04x | Within |
| 2024-10-23 | After-Close | 4.57% | 0.50% | 0.11x | Within |
| 2025-01-29 | Pre-Market | 6.80% | 9.77% | 1.44x | Exceeded |
| 2025-04-23 | After-Close | 6.31% | 2.18% | 0.35x | Within |
| 2025-07-24 | Pre-Market | 6.62% | 0.19% | 0.03x | Within |
| 2025-10-23 | Pre-Market | 7.21% | 2.17% | 0.30x | Within |
| 2026-01-28 | Pre-Market | 6.98% | 2.69% | 0.39x | Within |
| 2026-04-22 | After-Close | 8.58% | 4.77% | 0.56x | Within |
| 2026-07-22 | Pre-Market | 8.63% | 0.01% | 0.00x | Within |
Earnings calendar: this week’s reports with expected vs actual moves →
PKG Options Activity & IV Rank
PKG IV rank history, 52-week IV rank and IV percentile →
Volatility Metrics
Current IV: 31.4%
7-DTE IV: —
Expected Move: $17.15
7-DTE Move: $17.15
Days to Exp: 30 (2026-11-20)
Options Flow
Call Volume: 92
Put Volume: 54
P/C Volume: 0.587
BULLISH
Call OI: 285
Put OI: 26
P/C OI: 0.091
Total OI: 311
ATM Options Pricing
ATM Call: $8.30
ATM Put: $8.85
Call %: 3.5%
Put %: 3.7%
Chain Summary
Chain Volume: 480
Chain OI: 1,616
Last Updated: 10/21/2026
Spread Scanner GPU
Each spread is ranked by a composite score built in three stages. Full documentation →
Stage 1 — Base Score (GPU scanner)
score = P(profit) × (credit / spread_width)
P(profit) from short leg delta (1 − |delta|), penalised above 85%. Credit uses mid-price to handle illiquid chains fairly.
Stage 2 — Skew Adjustment (±25% cap)
RR and BF (30-delta) from the persisted per-symbol skew snapshot — wing strikes picked by real greeks.delta, not a moneyness proxy. Put skew boosts bull puts, penalises bear calls. High butterfly boosts iron condors. Calendars are skew-neutral.
Stage 3 — Technical Overlay (±50% cap, 5 groups)
Group 1 · Directional Bias (±0.25)
- RSI <40 bullish / >60 bearish
- MACD crossover + histogram trend
- Price vs SMA 50 & SMA 200
Group 2 · Momentum (±0.10)
- Stochastic %K <20 / >80
- Williams %R <−80 / >−20
Group 3 · Volatility (up to −0.25 / +0.15)
- Blended ATR + straddle expected-move penalty
- Bollinger Band signal (+ counter-trend penalty)
- BB width — vol contraction boost for ICs
Group 4 · IV Regime (±0.15)
- IV rank ≥ 75 → strong boost for credit spreads
- IV rank < 25 → penalty (selling cheap vol)
Group 5 · Liquidity (penalty up to −0.10)
- Min open interest across all legs
- OI < 100 → −0.10 · OI < 500 → −0.05
score = base_score × skew_multiplier × tech_multiplier
Both multipliers are shown per spread. Beta is informational only — ATR already captures realized vol. Full algorithm documentation →
Enter a ticker to scan for optimal spread opportunities.
Evaluates all bull put, bear call, iron condor, and calendar spread combinations using GPU-accelerated analysis.
Dealer Positioning
TYPICAL γ
Estimated net dealer gamma is at the 71st percentile of this name's own daily history, within its typical range. This describes current positioning; it is not a forecast or a trading signal.
Gamma percentile
71%
vs own history
GEX tilt
+0.79
OI-weighted, today
Vanna tilt
+0.81
δ-sensitivity to IV
Charm tilt
-0.89
δ-decay vs time
Vanna tilt +0.81: the estimated dealer exposure leans positive, so the modeled hedge would shift noticeably if implied volatility changed.
Charm tilt -0.89: the estimated dealer exposure leans negative, so the modeled hedge would shift noticeably as time passes and options approach expiry.
? What is this?
· 14 ATM contracts, 1k total OI
Net dealer gamma is an estimate of the aggregate gamma held by options market makers across this name's option chain, weighted by open interest. Dealer positions aren't public, so it uses a standard simplifying assumption: dealers are treated as long the calls and short the puts that are open. Actual dealer books can differ.
Gamma percentile ranks today's estimate against this name's own daily history, from 0% (the lowest reading on record) to 100% (the highest). Raw gamma scales with how much open interest a chain carries, so it isn't comparable across names; the percentile is. The badge marks the bottom 20% as low and the top 20% as high.
Tilts run from −1 to +1 and show how lopsided the estimated dealer exposure is. GEX tilt compares call gamma with put gamma. Vanna tilt describes how the hedge would shift if implied volatility changed, and charm tilt how it would shift with the passage of time.
This card describes estimated positioning and where it sits historically. It is not a forecast of price direction or volatility and not a trading signal. Market-wide view: Dealer positioning screener.
Skew (Wing IV − ATM IV)
DTE:
Wing Δ:
Wing vs ATM
IV(put wing) − IV(ATM), in vol pointsHow much the OTM put trades above (or below) the at-the-money strike. Measures the height of the put-side tail relative to ATM — i.e. how expensive crash insurance is on this name.
- Positive (typical) — wing IV > ATM IV. Standard equity put skew: portfolios bid up crash protection, so OTM puts trade richer than ATM.
- Near zero or negative (unusual) — wing IV ≤ ATM IV. Flat or inverted put side. Common when there's no fear demand, in tightly mean-reverting names, or right after an earnings catalyst clears.
- Percentile vs own 3-yr history: high = wings rich (good time to sell wing premium); low = wings cheap (good time to buy protection).
- Not directional — high or low wings don't predict up or down moves. It's a price tag on tail insurance, not a forecast.
Risk Reversal
IV(call wing) − IV(put wing), equal delta on each sideWhich side of the smile is the market paying up for? Measures the tilt of the surface — call skew vs put skew at matched deltas.
- Negative (typical) — puts richer than calls. Standard equity behavior: hedging demand makes puts carry a premium. Most large-caps sit in the −1 to −5 vol-point range.
- Strongly negative (< −5 pts) — heavy downside hedging, elevated fear, or an upcoming catalyst (earnings, FDA, macro event). Worth flagging.
- Positive — calls richer than puts. Unusual for equities; signals bullish momentum, short-squeeze positioning, or takeover/M&A speculation.
- Near zero — symmetric surface. Market sees roughly equal up/down risk. Rare for large-caps; more common in commodities and FX.
Reading them together
Wing-vs-ATM tells you how expensive the tails are. Risk Reversal tells you which side is favored. Combined:
- High wing percentile + deeply negative RR → strong put bid; stress or major event priced in. Owning protection costs a premium; selling put premium is dangerous.
- Low wing percentile + near-zero RR → complacency; insurance cheap and balanced. Good environment to add cheap downside hedges.
- Positive RR + elevated wings → call-side fear-of-missing-out; common in squeeze setups. Upside calls expensive, downside puts not bid.
14 DTE / 10d
—
—
pts
EXTREME
as of Oct 21 · No data
30 DTE / 10d
25%
+6.6
pts
EXTREME
as of Oct 21 · ATM 31.3% / Wing 37.8%
Extreme reading.
Historically these have been contrarian — on the small set of observed earnings-day cases, large negative wing-vs-ATM gaps (calls pricing much richer than puts at the same delta) preceded sharp drops in the underlying within 1-12 days. Not financial advice and the dataset is small.
Percentile is the rank of today's reading within ~3 years of this symbol's own history. High percentile = wings are rich relative to history; not a directional signal. Skew is read off the chain in real time, not from CBOE SKEW.
Volatility Surface
Enter a ticker to render the implied volatility surface.
Volatility Smile
Enter a ticker to render the implied volatility smile.
IV Rank (7 DTE)
IV Rank (30 DTE)48.9MediumOct 21
Straddle Price (30 DTE)$17.15Oct 21
Beta Analysis
Risk Metrics
Beta: 0.7246
Alpha: 6.92%
Correlation: 0.3286
R-Squared: 10.8%
Stock Volatility: 28.0%
Market Volatility: 12.7%
Analysis Details
Benchmark: SPY
Data Points: 251
Period: 252 trading days
Data Points: 251
Period: 252 trading days
Interpretation:
Low volatility - stock moves less than market
Low volatility - stock moves less than market
Beta & Alpha Over Time
Notable investors who own PKG
4 of 37 tracked investors
| Investor | Value | Share of their portfolio | Rank | Q/Q shares | Source |
|---|---|---|---|---|---|
| Millennium Management Hedge fund Izzy Englander | $403.3M | #38 of 3716 | +51.7% | 13F | |
| Citadel Hedge fund Ken Griffin | $50.8M | #680 of 6285 | -25.7% | 13F | |
| Rockefeller Capital Management Family office Rockefeller family | $4.5M | #1015 of 4729 | -3.4% | 13F | |
| Point72 Hedge fund Steve Cohen | $1.9M | #1295 of 1945 | new | 13F |
Hedge funds, activists, holding companies and family offices we track, from their latest 13F (quarter-end value) and Form 4 filings in the last 3 years. Family offices · all institutions
PKG Institutional Ownership (13F)
Latest filings — 2026-09-30
? 13F Guide
Diluted shares outstanding: 89,525,000 (as of 2026-03-31)
Institutional managers with $100M+ AUM file Form 13F-HR quarterly, due 45 days after quarter end. Holdings are reported gross at quarter-end market value — they are a snapshot, not a real-time position.
- Shares — long equity positions in this name, aggregated across share classes.
- Calls / Puts — notional value of long call / put exposure where this ticker is the underlying.
- % of Float — holder's reported shares divided by the latest diluted shares outstanding. Sums above 100% indicate large custodian / prime broker positions where the same shares are reported by multiple filers.
- Custodian badge — filers with more than 5,000 holdings are typically broker-dealers / custodians reporting customer-held shares, not active managers.
Each filer is counted once at its latest 13F-HR filing. New filings are ingested on a weekly cadence.
8 filers$51.15M notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | Susquehanna International Group, LLP Custodian | $21.61M | 42.25% | 2026-06-30 |
| 2 | Citadel Advisors LLC Custodian | $12.32M | 24.08% | 2026-06-30 |
| 3 | Jane Street Group, LLC Custodian | $9.94M | 19.43% | 2026-06-30 |
| 4 | IMC-Chicago, LLC Custodian | $2.45M | 4.80% | 2026-06-30 |
| 5 | Simplex Trading, LLC Custodian | $2.45M | 4.80% | 2026-06-30 |
| 6 | Tidal Investments LLC | $1.33M | 2.61% | 2026-06-30 |
| 7 | Walleye Trading LLC | $738.67K | 1.44% | 2026-06-30 |
| 8 | Wolverine Trading, LLC Custodian | $302.78K | 0.59% | 2025-09-30 |
7 filers$11.87M notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | Susquehanna International Group, LLP Custodian | $4.88M | 41.17% | 2026-06-30 |
| 2 | Citadel Advisors LLC Custodian | $2.60M | 21.89% | 2026-06-30 |
| 3 | Jane Street Group, LLC Custodian | $2.53M | 21.29% | 2026-06-30 |
| 4 | IMC-Chicago, LLC Custodian | $1.05M | 8.84% | 2026-06-30 |
| 5 | Lido Advisors, LLC | $548.04K | 4.62% | 2026-06-30 |
| 6 | Wolverine Trading, LLC Custodian | $237.90K | 2.00% | 2025-09-30 |
| 7 | Simplex Trading, LLC Custodian | $23.83K | 0.20% | 2026-06-30 |
PKG Insider Trading (Form 4)
Latest: 2026-08-24Form 4 filings — insider beneficial-ownership changes by officers, directors, and 10%+ holders. Filed within 2 business days of transaction.
| Filed | Reporter | Role | Action | Shares | Avg Price | Net $ | Link |
|---|---|---|---|---|---|---|---|
| 2026-08-24 | Donald R. Shirley | Exec. VP | Sell (S) | −12,000 | $250.71 | -$3.01M | EDGAR |
| 2026-08-11 | Thomas A Hassfurther | President | Sell (S) | −7,063 | $254.00 | -$1.79M | EDGAR |
| 2026-08-05 | Thomas A Hassfurther | President | Sell (S) | −21,328 | $252.89 | -$5.39M | EDGAR |
| 2026-05-28 | Mark W Kowlzan | Chairman & CEO | Sell (S) | −9,266 | $217.08 | -$2.01M | EDGAR |
| 2026-05-13 | Samuel M Mencoff | Director | Award (A) | +591 | — | EDGAR | |
| 2026-05-12 | Roger B Porter | Director | Award (A) | +591 | — | EDGAR | |
| 2026-05-12 | Cheryl K Beebe | Director | Award (A) | +591 | — | EDGAR | |
| 2026-05-12 | Duane C Farrington | Director | Award (A) | +591 | — | EDGAR | |
| 2026-05-12 | Karen E Gowland | Director | Award (A) | +591 | — | EDGAR | |
| 2026-05-12 | Donna A. Harman | Director | Award (A) | +591 | — | EDGAR | |
| 2026-05-12 | Robert C Lyons | Director | Award (A) | +591 | — | EDGAR | |
| 2026-05-12 | Thomas S Souleles | Director | Award (A) | +591 | — | EDGAR | |
| 2026-03-31 | Kent A. Pflederer | EVP & CFO | Mixed | +3,354 | $212.25 | -$566.7K | EDGAR |
| 2026-03-31 | Charles J. Carter | EVP-Mill Ops. | Mixed | +5,407 | $212.25 | -$744.8K | EDGAR |
| 2026-03-31 | Donald R. Shirley | Exec. VP | Mixed | +4,082 | $212.25 | -$562.5K | EDGAR |
Codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (described in filing footnote — typically 401(k), trust, inheritance) · W = will/inheritance. Only P / S codes carry directional signal.
PKG Insider Holdings
18 insiders · @ $239.00
Officers, directors, and 10%+ owners who have filed a Form 4 in the past two years, ranked by current disclosed exposure (shares × today's price). Shares are direct + indirect (via trusts / LLCs / spouse). Excludes unvested RSU and option grants — those aren't beneficially owned until vest.
| # | Insider | Role | Shares | Disclosed Exposure | Lifetime OM Net | Filings | Last Filed |
|---|---|---|---|---|---|---|---|
| 1 | Mark W Kowlzan | Chairman & CEO | 476,175 | $113.81M | -$48.54M | 71 | 2026-05-28 |
| 2 | Samuel M Mencoff | Director | 345,719 | $82.63M | $156.4K | 19 | 2026-05-13 |
| 3 | Thomas A Hassfurther | President | 237,184 | $56.69M | -$38.88M | 86 | 2026-08-11 |
| 4 | Kent A. Pflederer | EVP & CFO | 77,275 | $18.47M | -$1.79M | 51 | 2026-03-31 |
| 5 | Charles J. Carter | EVP-Mill Ops. | 57,095 | $13.65M | -$8.56M | 50 | 2026-03-31 |
| 6 | Robert P. Mundy | EVP & CFO | 44,408 | $10.61M | -$7.04M | 31 | 2025-04-08 |
| 7 | Darla J. Olivier | SVP | 27,397 | $6.55M | $0 | 13 | 2026-03-31 |
| 8 | Donald R. Shirley | Exec. VP | 25,611 | $6.12M | -$7.76M | 29 | 2026-08-24 |
| 9 | Roger B Porter | Director | 22,604 | $5.40M | $0 | 18 | 2026-05-12 |
| 10 | Cheryl K Beebe | Director | 15,104 | $3.61M | $24.9K | 18 | 2026-05-12 |
Lifetime OM Net = signed sum of open-market buys (P) and sells (S) over their career; excludes grants, tax withholdings, and dispositions to issuer. A large negative number is normal for long-tenured executives — they've sold compensation grants over many years.
PKG Board & Officers
As of SEC filings through Aug 24, 2026Directors 9
- Roger B Porter · on file since 2006
- Samuel M Mencoff · on file since Sep 2006
- Thomas S Souleles · on file since Sep 2006
- Cheryl K Beebe · since May 13, 2008
- Mark W Kowlzan · listed since Jun 2010
- Robert C Lyons · since Aug 30, 2011
- Duane C Farrington · since Aug 27, 2015
- Donna A. Harman · since Dec 10, 2019
- Karen E Gowland · since May 8, 2024
Officers 9
- Mark W Kowlzan · Chairman & CEO · listed since Jun 2016
- Thomas A Hassfurther · President · listed since Mar 2025
- Kent A. Pflederer · EVP & CFO · listed since Feb 2026
- Charles J. Carter · EVP-Mill Ops. · listed since Feb 2022
- Darla J. Olivier · SVP · since Jan 3, 2022
- Joseph Vaughn · SVP · since May 8, 2024
- Heidi L Patton · SVP · since Jan 2, 2025
- Donald R. Shirley · Exec. VP · listed since Mar 2025
- Fabian Celestin Strauss · SVP Finance · since Mar 1, 2026
Changes in the last 10 years (20)
| Mar 1, 2026 | Fabian Celestin Strauss became SVP Finance |
| Feb 25, 2026 | The company announced the departure of Paul T Stecko from the board in an SEC filing |
| Feb 24, 2026 | Kent A. Pflederer listed as EVP & CFO (previously SVP) in SEC filings |
| Mar 6, 2025 | Thomas A Hassfurther listed as President (previously Exec. VP) in SEC filings |
| Mar 6, 2025 | Donald R. Shirley listed as Exec. VP (previously SVP) in SEC filings |
| Feb 26, 2025 | The company announced the departure of Robert P. Mundy as EVP & CFO in an SEC filing |
| Jan 2, 2025 | Heidi L Patton became SVP |
| May 8, 2024 | Karen E Gowland became a director |
| May 8, 2024 | Joseph Vaughn became SVP |
| Feb 28, 2024 | The company announced the departure of Pamela A. Barnes as SVP in an SEC filing |
| Feb 25, 2022 | Charles J. Carter listed as EVP-Mill Ops. (previously SVP-Containerboard) in SEC filings |
| Feb 21, 2022 | The company announced the departure of James D Woodrum from the board in an SEC filing |
| Jan 3, 2022 | Darla J. Olivier became SVP |
| May 5, 2020 | Jeffrey S Kaser became SVP |
| Dec 10, 2019 | Donna A. Harman became a director |
| Jun 27, 2019 | Robert P. Mundy listed as EVP & CFO (previously SVP) in SEC filings |
| May 7, 2019 | Robert Andrew Schneider became SVP & CIO |
| May 7, 2019 | Pamela A. Barnes became SVP |
| May 7, 2019 | Donald R. Shirley became SVP |
| May 7, 2019 | Bruce A Ridley became SVP |
Not reported recently (6)
- Thomas P. Maurer · Last reported as a director in an SEC filing dated May 10, 2024
- Bruce A Ridley · Last reported as SVP in an SEC filing dated Mar 27, 2024
- Robert Andrew Schneider · Last reported as SVP & CIO in an SEC filing dated Mar 27, 2024
- Jeffrey S Kaser · Last reported as SVP in an SEC filing dated Mar 27, 2024
- Thomas W.H. Walton · Last reported as SVP in an SEC filing dated Jul 22, 2021
- Hasan Jameel · Last reported as a director in an SEC filing dated May 8, 2019
Compiled from SEC filings by the company and its directors and officers. Dates are as stated in those filings. Where no filing says when someone left, we show the last filing that listed them.
PKG Proposed Insider Sales (Form 144)
Latest: 2026-08-20
? Form 144 Guide
Last 30d:
0 filings
· Last 90d:
2 filings
· $10.3M notice value
· 2 unique filers
What is Form 144? A notice of intent to sell restricted or control stock under Rule 144. Affiliates (officers, directors, 10%+ owners) and holders of restricted shares must file Form 144 when planning to sell more than 5,000 shares or $50,000 in any 3-month rolling window.
How it relates to Form 4: Form 144 is filed before the trade (up to 90 days in advance); Form 4 is filed within 2 business days after the trade executes. Not every Form 144 results in a sale — the filer may cancel or delay. Look for the corresponding Form 4 on the Insider Activity card to confirm a sale actually happened.
10b5-1 plans: Trades made under a pre-scheduled Rule 10b5-1 plan are not discretionary — they execute automatically on dates set months earlier, regardless of news. High 10b5-1 percentages mean less per-filing signal value, though cumulative selling volume still matters.
"Notice value": Aggregate market value the filer wrote into the Form 144 — i.e. the size of the planned sale, not necessarily the executed dollars. An amended notice (Form 144/A) replaces the original it amends, and cancelled notices are dropped, so neither is double-counted above. A filed value that is clearly inconsistent with the share count at the stock's price (a filer typo) shows as a dash and is left out of the totals.
Source & freshness: Sourced from public Form 144 filings. Refreshed daily; new filings typically appear here the morning after they are filed.
Top 90-day filers:
Hassfurther Thomas A (1, $7.3M) · Donald Ray Shirley (1, $3.0M)
| Filed | Filer | Role | Shares | Notice Value | Planned Sale | Broker | Plan | Link |
|---|---|---|---|---|---|---|---|---|
| 2026-08-20 | Donald Ray Shirley | Director | 12,000 | $3.00M | 2026-08-20 | Merrill Lynch | — | EDGAR |
| 2026-07-28 | Hassfurther Thomas A | Officer | 28,391 | $7.28M | 2026-07-28 | Charles Schwab & Co., Inc. | — | EDGAR |
| 2026-05-27 | KOWLZAN MARK W | Member of immediate family of any of the foregoing | 9,266 | $1.97M | 2026-05-27 | Northern Trust Securities, Inc. | — | EDGAR |
| 2026-02-13 | Hassfurther Thomas A | Officer | 26,450 | $6.53M | 2026-02-13 | Charles Schwab Corp. | — | EDGAR |
| 2026-02-05 | Hassfurther Thomas A | Officer | 12,129 | $2.80M | 2026-02-05 | Charles Schwab & Co., Inc. | — | EDGAR |
| 2025-09-11 | KOWLZAN MARK W | 10% Stockholder | 25,000 | $5.38M | 2025-09-11 | Northern Trust Securities, Inc | — | EDGAR |
| 2024-12-03 | JOSEPH W VAUGHN | Officer | 2,300 | $563.3K | 2024-12-03 | Morgan Stanley Smith Barney LLC … | — | EDGAR |
| 2024-11-21 | Paul Stecko | Director | 10,500 | $2.58M | 2024-11-21 | Goldman Sachs & Co. LLC | — | EDGAR |
| 2024-11-12 | Shirley Donald R. | Officer | 8,000 | $1.92M | 2024-11-12 | MERRILL LYNCH | — | EDGAR |
| 2024-11-08 | Robert Mundy | Officer | 12,500 | $3.00M | 2024-11-08 | UBS Financial Services Inc | — | EDGAR |
Notice value is the aggregate market value the filer states they intend to sell — not a confirmed transaction. Compare to Insider Activity (Form 4) to see which planned sales actually executed. Market-wide feed: Planned sales (Form 144).
Recent SEC Filings
Latest: 2026-05-13
Current reports — material events the company must disclose within 4 business days (earnings releases, M&A, executive changes, etc.).
| Filing Date | Accession | Link |
|---|---|---|
| 2026-05-13 | 0001193125-26-221672 | EDGAR |
| 2026-04-23 | 0001193125-26-171009 | EDGAR |
| 2026-03-03 | 0001193125-26-087363 | EDGAR |
| 2026-01-28 | 0001193125-26-025053 | EDGAR |
| 2025-12-10 | 0001193125-25-313400 | EDGAR |
| 2025-12-04 | 0001193125-25-307535 | EDGAR |
| 2025-10-23 | 0001193125-25-247121 | EDGAR |
| 2025-09-02 | 0001193125-25-194049 | EDGAR |
| 2025-08-15 | 0001193125-25-181330 | EDGAR |
| 2025-08-06 | 0001193125-25-174557 | EDGAR |
Annual report — audited financial statements, MD&A, risk factors. Filed 60–90 days after fiscal year-end.
| Filing Date | Accession | Link |
|---|---|---|
| 2026-02-26 | 0001193125-26-074129 | EDGAR |
| 2025-02-27 | 0000950170-25-028533 | EDGAR |
| 2024-02-29 | 0000950170-24-022794 | EDGAR |
| 2023-02-23 | 0000950170-23-003990 | EDGAR |
| 2022-02-24 | 0000950170-22-001913 | EDGAR |
| 2021-02-24 | 0001564590-21-008051 | EDGAR |
| 2020-02-26 | 0001564590-20-006774 | EDGAR |
| 2019-02-28 | 0001564590-19-005284 | EDGAR |
| 2018-02-28 | 0001564590-18-003690 | EDGAR |
| 2017-02-28 | 0000075677-17-000004 | EDGAR |
Quarterly report — unaudited financials and MD&A. Filed 40–45 days after each of the first three fiscal quarters.
| Filing Date | Accession | Link |
|---|---|---|
| 2026-05-08 | 0001193125-26-213675 | EDGAR |
| 2025-11-06 | 0001193125-25-268514 | EDGAR |
| 2025-08-07 | 0001193125-25-175122 | EDGAR |
| 2025-05-08 | 0000950170-25-066593 | EDGAR |
| 2024-11-07 | 0000950170-24-122936 | EDGAR |
| 2024-08-08 | 0000950170-24-093466 | EDGAR |
| 2024-05-08 | 0000950170-24-055165 | EDGAR |
| 2023-11-03 | 0000950170-23-058590 | EDGAR |
| 2023-08-04 | 0000950170-23-038396 | EDGAR |
| 2023-05-03 | 0000950170-23-016955 | EDGAR |
ETF Holders
269 ETFs hold PKG
25 shown · $3.98B total exposure · 0.06% AUM-weighted avg weight
| # | ETF | Provider | Weight | $ Exposure | ETF AUM | As Of |
|---|---|---|---|---|---|---|
| 1 | VTI Vanguard Morningstar Total Stock Market ETF | Vanguard | 0.03% | $650.5M | — | 2026-09-30 |
| 2 | VOO Vanguard S&P 500 ETF | Vanguard | 0.03% | $532.9M | — | 2026-09-30 |
| 3 | VO Vanguard Morningstar Mid-Cap ETF | Vanguard | 0.20% | $437.4M | — | 2026-09-30 |
| 4 | IVV iShares Core S&P 500 ETF | iShares (BlackRock) | 0.03% | $281.2M | $890.4B | 2026-10-20 |
| 5 | SPY State Street® SPDR® S&P 500® ETF Trust | SPDR (State Street) | 0.03% | $261.0M | $818.4B | 2026-10-20 |
| 6 | XLB State Street® Materials Select Sector SPDR® ETF | SPDR (State Street) | 3.27% | $259.5M | $7.9B | 2026-10-20 |
| 7 | RSP Invesco S&P 500 Equal Weight ETF | Invesco | 0.21% | $206.3M | — | 2026-10-20 |
| 8 | VTV Vanguard Morningstar Value ETF | Vanguard | 0.08% | $194.6M | — | 2026-09-30 |
| 9 | DVY iShares Select Dividend ETF | iShares (BlackRock) | 0.74% | $171.5M | $23.2B | 2026-10-20 |
| 10 | VOE Vanguard Morningstar Mid-Cap Value ETF | Vanguard | 0.35% | $127.5M | — | 2026-09-30 |
| 11 | GRNY Fundstrat Granny Shots US Large Cap ETF | Nport | 2.05% | $89.8M | — | 2026-04-30 |
| 12 | IWR iShares Russell Mid-Cap ETF | iShares (BlackRock) | 0.15% | $86.8M | $57.3B | 2026-10-20 |
| 13 | VYM Vanguard High Dividend Yield ETF | Vanguard | 0.08% | $80.8M | — | 2026-09-30 |
| 14 | AVLV Avantis U.S. Large Cap Value ETF | Avantis | 0.35% | $78.7M | $22.3B | 2026-10-20 |
| 15 | DFAC Dimensional US Core Equity 2 ETF | Dimensional | 0.08% | $69.1M | — | 2026-10-20 |
| 16 | VAW Vanguard Materials ETF | Vanguard | 1.42% | $64.2M | — | 2026-09-30 |
| 17 | SPYM State Street® SPDR® Portfolio S&P 500® ETF | SPDR (State Street) | 0.03% | $58.3M | $183.5B | 2026-10-20 |
| 18 | SCHM Schwab U.S. Mid-Cap ETF | Nport | 0.36% | $52.9M | — | 2026-05-31 |
| 19 | GNR State Street® SPDR® S&P® Global Natural Resources ETF | SPDR (State Street) | 0.98% | $52.5M | $5.4B | 2026-10-20 |
| 20 | SMIG Bahl & Gaynor Small/Mid Cap Income Growth ETF | Nport | 3.30% | $48.1M | — | 2026-06-30 |
| 21 | IWD iShares Russell 1000 Value ETF | iShares (BlackRock) | 0.05% | $46.2M | $84.5B | 2026-10-20 |
| 22 | IVE iShares S&P 500 Value ETF | iShares (BlackRock) | 0.07% | $35.0M | $50.4B | 2026-10-20 |
| 23 | FVD First Trust Value Line® Dividend Index Fund | First Trust | 0.41% | $32.2M | $7.9B | 2026-10-20 |
| 24 | IWS iShares Russell Mid-Cap Value ETF | iShares (BlackRock) | 0.20% | $31.5M | $15.6B | 2026-10-20 |
| 25 | DCOR Dimensional US Core Equity 1 ETF | Dimensional | 0.07% | $31.2M | — | 2026-10-20 |
Fundamentals
Quarterly filings sourced from SEC 10-Q / 10-K reports. TTM tiles aggregate the most recent four quarters; bars show the last ~12 quarters oldest → newest.
Metrics
- Revenue — top-line sales. Look for consistent YoY growth; seasonal businesses need same-quarter comparisons (Q4 '24 vs Q4 '23).
- Net Income — bottom-line profit after all expenses. Can be volatile from one-time items; red bars = net loss.
- Diluted EPS — net income per share assuming options/converts are exercised. Direct input to the P/E ratio.
- Operating Cash Flow — cash generated from core operations, before capex and financing. Harder to manipulate than net income; growing OCF is a quality signal.
How to read the bars
- Sequential growth — quarter-over-quarter trend. Accelerating bars are a momentum signal.
- YoY growth — compare to the same quarter a year earlier to remove seasonality.
- Quality — OCF should roughly track Net Income over time. Large divergence (net income ≫ OCF) flags accruals risk.
- Margins — scan the bar ratios: Net Income / Revenue tells you margin trend without needing a separate chart.
TTM (trailing-twelve-month) smooths seasonality and is used for the P/E calculation. Filings appear 30–90 days after the period closes.
Trailing P/E
29.08
TTM Diluted EPS
$8.22
TTM Revenue
$9.22B
TTM Net Income
$736.20M
TTM Op. Cash Flow
$1.55B
Quarterly figures (12 quarters)
| Quarter | Period End | Revenue | Net Income | Diluted EPS | Op. Cash Flow |
|---|---|---|---|---|---|
| Q1 '26 | 2026-03-31 | $2.37B | $169.80M | $1.91 | $329.30M |
| Q4 '25 | 2025-12-31 | $2.36B | $101.10M | $1.13 | $446.60M |
| Q3 '25 | 2025-09-30 | $2.31B | $225.40M | $2.51 | $472.20M |
| Q2 '25 | 2025-06-30 | $2.17B | $239.90M | $2.67 | $299.60M |
| Q1 '25 | 2025-03-31 | $2.14B | $202.40M | $2.26 | $339.10M |
| Q4 '24 | 2024-12-31 | $2.15B | $219.60M | $2.45 | $325.40M |
| Q3 '24 | 2024-09-30 | $2.18B | $236.40M | $2.64 | $327.10M |
| Q2 '24 | 2024-06-30 | $2.08B | $197.50M | $2.21 | $278.30M |
| Q1 '24 | 2024-03-31 | $1.98B | $145.90M | $1.63 | $260.40M |
| Q4 '23 | 2023-12-31 | $1.94B | $183.00M | $2.10 | $335.30M |
| Q3 '23 | 2023-09-30 | $1.94B | $183.20M | $2.03 | $339.50M |
| Q2 '23 | 2023-06-30 | $1.95B | $200.80M | $2.24 | $359.90M |
Q1 2026 • period ending 2026-03-31 • filed 2026-05-08
Valuation
Ratios derived from TTM financials and the current market price, sampled daily. History chart shows how expensive the stock is today relative to its own recent past.
Price Multiples
- P/E — price / TTM earnings. Rough market rule: 10–15 value, 15–25 market, >30 growth/premium. Negative when earnings are negative.
- P/B — price / book value. Useful for financials and asset-heavy names; meaningless for asset-light software.
- P/S — price / TTM revenue. Useful when earnings are negative or noisy (early-stage growth).
- EV/EBITDA — capital-structure-neutral. <10 cheap, 10–15 reasonable, >20 rich. Good for comparing across leverage profiles.
- EV/Sales — like P/S but accounts for debt + cash. Compare within sector.
Profitability & Yields
- ROE — return on equity. >15% strong, >25% exceptional. Caution: high leverage inflates ROE.
- ROA — return on assets. Leverage-neutral; >5% solid, >10% exceptional.
- Div Yield — annual dividend / price. Compare to 10Y Treasury; sustained yield >6% often signals distress.
- FCF Yield — free cash flow / market cap. >5% is attractive; negative means burning cash.
Balance Sheet
- Debt/Equity — leverage. <1 conservative, >2 aggressive. Sector-dependent (utilities naturally high, tech low).
- Current Ratio — short-term liquidity. >1.5 comfortable, <1 raises short-term solvency flags.
Reading the history chart
- Compare current level to the 3-year band: near the high end = relatively expensive; near the low = relatively cheap.
- Multiples expanding while earnings are flat = sentiment-driven rally.
- Multiples compressing while earnings grow = value coming from fundamentals.
P/E
29.08
P/B
4.66
P/S
2.32
EV/EBITDA
12.69
EV/Sales
2.71
ROE
16.0%
ROA
6.8%
Div Yield
2.11%
FCF Yield
7.23%
Debt/Equity
0.87
Current Ratio
—
Market Cap
$21.40B
as of 2026-10-21
Short Interest & Float
Regulatory short-interest reports publish on a bi-weekly settlement cadence; short-volume is reported daily by the trade-reporting facilities. Float is derived from insider-ownership filings.
Metric definitions
- Short Interest — total shares currently sold short as of the settlement date. Lags real time by ~8 business days.
- SI % of Float — short interest / free float. The key crowding metric.
- Days to Cover — short interest / avg daily volume. How many full trading days it would take shorts to buy back. High DTC + catalyst = squeeze fuel.
- Short Vol Ratio — today's short-sale volume / total volume. Intraday selling pressure proxy (not the same as short interest).
- Free Float — shares available for public trading (total shares minus insider / restricted).
- Float % — free float / shares outstanding. <50% = tightly held, more prone to squeezes.
How to read the signals
- SI % of Float < 5% — typical, no particular signal.
- 5–15% — elevated; watch for catalysts (earnings, guidance, macro).
- 15–30% — heavily shorted; tight-float names in this range have produced notable squeezes historically.
- >30% — extreme; borrow is likely expensive and squeeze risk is material.
- Days to Cover > 5 combined with high SI% amplifies squeeze potential.
History chart
- Trend matters more than level. Rapidly rising short interest often precedes negative catalysts or heavy hedging.
- A sudden drop in SI after a rally may indicate a squeeze in progress.
Short interest is reported mid-month and end-of-month; short volume is daily.
Short Interest
2.97M
SI % of Float
3.39%
Days to Cover
4.86
Short Vol Ratio
62.1%
Free Float
87.59M
Float %
98.3%
Short interest 2026-09-30 • Short volume 2026-10-21 • Float 2026-05-15