Zacks Research Has Pessimistic Outlook of IP Q2 Earnings

International Paper Company (NYSE:IP) – Equities researchers at Zacks Research decreased their Q2 2026 earnings per share estimates for shares of International Paper in a report released on Thursday, November 13th. Zacks Research analyst Team now expects that the basic materials company will earn $0.62 per share for the quarter, down from their previous forecast of $0.73. Zacks Research currently has a “Strong Sell” rating on the stock. The consensus estimate for International Paper’s current full-year earnings is $2.77 per share. Zacks Research also issued estimates for International Paper’s Q3 2026 earnings at $0.67 EPS, Q4 2026 earnings at $0.76 EPS, Q3 2027 earnings at $1.01 EPS and FY2027 earnings at $4.14 EPS.

IP has been the topic of a number of other reports. Citigroup decreased their price target on shares of International Paper from $55.00 to $46.00 and set a “buy” rating on the stock in a research note on Monday, November 3rd. Weiss Ratings reissued a “hold (c-)” rating on shares of International Paper in a report on Tuesday. Truist Financial lowered their price target on International Paper from $55.00 to $53.00 and set a “buy” rating on the stock in a research note on Monday, October 13th. JPMorgan Chase & Co. dropped their price target on International Paper from $54.00 to $48.00 and set a “neutral” rating for the company in a research report on Friday, October 31st. Finally, Royal Bank Of Canada reduced their price objective on International Paper from $61.00 to $57.00 and set an “outperform” rating for the company in a research note on Friday, October 31st. Seven research analysts have rated the stock with a Buy rating, three have given a Hold rating and three have assigned a Sell rating to the company’s stock. Based on data from MarketBeat, the company currently has a consensus rating of “Hold” and a consensus price target of $50.92.

International Paper Price Performance

IP traded down $1.11 during midday trading on Friday, hitting $36.78. 434,436 shares of the company traded hands, compared to its average volume of 5,922,837. The business has a 50 day simple moving average of $44.71 and a two-hundred day simple moving average of $47.16. International Paper has a 52-week low of $35.79 and a 52-week high of $60.36. The company has a market capitalization of $19.42 billion, a price-to-earnings ratio of -367.80, a PEG ratio of 0.54 and a beta of 1.12. The company has a current ratio of 1.33, a quick ratio of 0.96 and a debt-to-equity ratio of 0.52.

International Paper (NYSE:IP) last issued its quarterly earnings results on Thursday, October 30th. The basic materials company reported ($0.43) EPS for the quarter, missing the consensus estimate of $0.53 by ($0.96). The company had revenue of $6.22 billion during the quarter, compared to analysts’ expectations of $6.76 billion. International Paper had a positive return on equity of 2.63% and a negative net margin of 0.12%.International Paper’s revenue was up 56.4% compared to the same quarter last year. During the same period in the previous year, the firm posted $0.33 EPS.

Hedge Funds Weigh In On International Paper

Several institutional investors and hedge funds have recently bought and sold shares of IP. Ossiam grew its stake in shares of International Paper by 18.3% in the 3rd quarter. Ossiam now owns 36,858 shares of the basic materials company’s stock valued at $1,710,000 after buying an additional 5,708 shares during the period. Caption Management LLC purchased a new stake in shares of International Paper during the 3rd quarter valued at approximately $487,000. NorthRock Partners LLC lifted its holdings in International Paper by 34.7% in the third quarter. NorthRock Partners LLC now owns 6,869 shares of the basic materials company’s stock valued at $319,000 after acquiring an additional 1,768 shares during the last quarter. Comerica Bank grew its position in International Paper by 6.7% in the third quarter. Comerica Bank now owns 604,672 shares of the basic materials company’s stock worth $28,057,000 after acquiring an additional 37,996 shares during the period. Finally, Brown Brothers Harriman & Co. grew its position in International Paper by 5.8% in the third quarter. Brown Brothers Harriman & Co. now owns 23,320 shares of the basic materials company’s stock worth $1,082,000 after acquiring an additional 1,287 shares during the period. 81.95% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling at International Paper

In other news, SVP Joseph R. Saab sold 9,000 shares of the business’s stock in a transaction dated Tuesday, September 16th. The shares were sold at an average price of $45.53, for a total transaction of $409,770.00. Following the transaction, the senior vice president owned 27,673 shares of the company’s stock, valued at approximately $1,259,951.69. The trade was a 24.54% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Insiders own 0.35% of the company’s stock.

International Paper Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Tuesday, December 16th. Stockholders of record on Friday, November 14th will be issued a dividend of $0.4625 per share. This represents a $1.85 annualized dividend and a dividend yield of 5.0%. International Paper’s dividend payout ratio is presently -70.88%.

International Paper Company Profile

International Paper Company produces and sells renewable fiber-based packaging and pulp products in North America, Latin America, Europe, and North Africa. It operates through two segments, Industrial Packaging and Global Cellulose Fibers. The company offers linerboard, medium, whitetop, recycled linerboard, recycled medium and saturating kraft; and pulp for a range of applications, such as diapers, towel and tissue products, feminine care, incontinence, and other personal care products, as well as specialty pulps for use in textiles, construction materials, paints, coatings, and others.