Key Points
- CEO insider buy: Andrew Silvernail purchased 50,000 shares at an average price of $39.98 (~$1.999M), signaling management confidence and providing a short‑term bullish catalyst.
- Q4 earnings and impairment: IP reported a Q4 EPS miss (‑$0.08 vs. $0.28 expected) and recorded a $2.47B pre‑tax goodwill impairment plus accelerated depreciation and restructuring charges, even as revenue rose ~53% YoY.
- Strategic reset and guidance: IP plans to split into two independent companies (North America and EMEA packaging) and set 2026 adjusted EBITDA targets of $3.5–$3.7B (Q1 adj. EBITDA $0.74–$0.76B), a move that could unlock value but adds near‑term execution risk amid mixed analyst views and a consensus "Moderate Buy" target of ~$49.16.
International Paper Company (NYSE:IP - Get Free Report) CEO Andrew Silvernail purchased 50,000 shares of International Paper stock in a transaction dated Friday, January 30th. The stock was bought at an average price of $39.98 per share, with a total value of $1,999,000.00. Following the completion of the purchase, the chief executive officer directly owned 50,000 shares of the company's stock, valued at approximately $1,999,000. This trade represents a ∞ increase in their ownership of the stock. The purchase was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website.
International Paper Stock Up 3.2%
IP opened at $40.25 on Friday. The stock has a market capitalization of $21.25 billion, a price-to-earnings ratio of -6.00, a PEG ratio of 0.45 and a beta of 1.10. The firm has a 50 day moving average price of $40.23 and a 200-day moving average price of $44.08. International Paper Company has a twelve month low of $35.56 and a twelve month high of $58.11. The company has a quick ratio of 1.04, a current ratio of 1.28 and a debt-to-equity ratio of 0.60.
International Paper (NYSE:IP - Get Free Report) last posted its earnings results on Thursday, January 29th. The basic materials company reported ($0.08) EPS for the quarter, missing analysts' consensus estimates of $0.28 by ($0.36). The company had revenue of $6.01 billion during the quarter, compared to the consensus estimate of $5.90 billion. International Paper had a negative return on equity of 0.35% and a negative net margin of 14.12%.The company's revenue for the quarter was up 53.1% on a year-over-year basis. During the same period last year, the firm posted ($0.02) EPS. Equities research analysts forecast that International Paper Company will post 2.77 earnings per share for the current year.
Analyst Upgrades and Downgrades
A number of research analysts have weighed in on the company. Stifel Nicolaus set a $57.80 target price on International Paper and gave the company a "buy" rating in a report on Friday, October 17th. Wells Fargo & Company raised shares of International Paper from an "underweight" rating to an "equal weight" rating and upped their price target for the company from $36.00 to $40.00 in a research report on Friday. Jefferies Financial Group increased their price objective on shares of International Paper from $47.00 to $48.00 and gave the stock a "buy" rating in a research note on Thursday, January 22nd. Argus dropped their price objective on shares of International Paper from $55.00 to $50.00 and set a "buy" rating on the stock in a report on Monday, December 22nd. Finally, Weiss Ratings restated a "sell (d+)" rating on shares of International Paper in a research report on Monday, December 29th. Nine research analysts have rated the stock with a Buy rating, two have assigned a Hold rating and two have assigned a Sell rating to the company. According to MarketBeat.com, the company presently has a consensus rating of "Moderate Buy" and an average target price of $49.16.
Get Our Latest Stock Report on IP
Institutional Inflows and Outflows
Institutional investors have recently made changes to their positions in the stock. Bank of New York Mellon Corp increased its holdings in International Paper by 9.3% in the 2nd quarter. Bank of New York Mellon Corp now owns 18,737,896 shares of the basic materials company's stock worth $877,496,000 after acquiring an additional 1,592,411 shares in the last quarter. Westfield Capital Management Co. LP lifted its holdings in International Paper by 9.7% during the second quarter. Westfield Capital Management Co. LP now owns 2,323,693 shares of the basic materials company's stock valued at $108,819,000 after purchasing an additional 205,888 shares in the last quarter. Consolidated Planning Corp bought a new position in shares of International Paper in the second quarter worth approximately $317,000. Whalen Wealth Management Inc. purchased a new stake in shares of International Paper in the second quarter worth $604,000. Finally, Norges Bank bought a new stake in shares of International Paper during the 2nd quarter valued at $281,735,000. Institutional investors own 81.95% of the company's stock.
More International Paper News
Here are the key news stories impacting International Paper this week:
- Positive Sentiment: CEO insider buy: CEO Andrew K. Silvernail purchased 50,000 shares at ~$39.98 (~$2.0M), signaling management confidence and providing a bullish technical/psychological catalyst. Read More.
- Positive Sentiment: 2026 guidance: Company set adjusted EBITDA targets of $3.5–$3.7B for full year and Q1 adj. EBITDA of $0.74–$0.76B, implying operational improvement and cash‑flow recovery potential. Read More.
- Neutral Sentiment: Planned split into two companies: IP will separate into a North American company and a separate EMEA packaging company to sharpen regional focus — a strategic move that could unlock value long term but creates near‑term execution and transition risk. Read More.
- Neutral Sentiment: Analyst moves mixed: Truist trimmed its price target to $48 but kept a "buy" rating (still implies upside), while Wells Fargo upgraded IP to "equal weight" with a $40 target — these actions temper/recast expectations rather than dramatically change the investment thesis. Read More. | Read More.
- Negative Sentiment: Q4 earnings miss and large impairment: Reported Q4 EPS of ($0.08) vs. $0.28 expected; company recorded a $2.47B pre‑tax goodwill impairment plus accelerated depreciation and restructuring charges, producing a large GAAP loss and weighing on near‑term profitability and multiples. Revenue rose ~53% (beat) but the impairment and margin impact drove a negative market reaction. Read More.
International Paper Company Profile
(
Get Free Report)
International Paper is a global producer of renewable fiber-based products, focused primarily on pulp, paper, and packaging. The company manufactures containerboard and corrugated packaging used for shipping and retail display, as well as a range of specialty papers and pulp products that serve industrial, consumer goods, and e-commerce customers. Its product portfolio is oriented toward large-scale packaging solutions, tissue and paper grades, and raw pulp for a variety of manufacturing uses.
Founded in 1898, International Paper is headquartered in Memphis, Tennessee, and is one of the largest and longest-established companies in the forest products sector.
Further Reading
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