International Paper (NYSE:IP – Free Report) had its target price reduced by Royal Bank Of Canada from $48.00 to $45.00 in a research report released on Friday morning,Benzinga reports. Royal Bank Of Canada currently has an outperform rating on the basic materials company’s stock.
Several other equities analysts have also recently weighed in on the company. Truist Financial cut their price target on International Paper from $48.00 to $44.00 and set a “buy” rating for the company in a report on Wednesday, April 15th. Weiss Ratings cut International Paper from a “sell (d+)” rating to a “sell (d)” rating in a report on Monday. Seaport Research Partners upgraded International Paper from a “neutral” rating to a “buy” rating and set a $39.00 target price for the company in a research report on Friday. Zacks Research cut shares of International Paper from a “hold” rating to a “strong sell” rating in a research report on Thursday, April 23rd. Finally, Deutsche Bank Aktiengesellschaft started coverage on shares of International Paper in a research note on Wednesday, April 1st. They set a “hold” rating and a $38.00 price target on the stock. Eight analysts have rated the stock with a Buy rating, four have assigned a Hold rating and two have given a Sell rating to the company’s stock. According to data from MarketBeat, International Paper currently has a consensus rating of “Hold” and an average target price of $44.31.
View Our Latest Analysis on International Paper
International Paper Price Performance
International Paper (NYSE:IP – Get Free Report) last issued its quarterly earnings data on Thursday, April 30th. The basic materials company reported $0.15 earnings per share for the quarter, missing analysts’ consensus estimates of $0.18 by ($0.03). International Paper had a negative net margin of 13.42% and a negative return on equity of 0.49%. The firm had revenue of $5.97 billion for the quarter, compared to analysts’ expectations of $6.02 billion. During the same quarter in the previous year, the business earned $0.17 EPS. The company’s revenue for the quarter was up 13.4% on a year-over-year basis. As a group, sell-side analysts anticipate that International Paper will post 1.63 earnings per share for the current fiscal year.
Insider Buying and Selling
In related news, Director Scott Tozier acquired 10,000 shares of the stock in a transaction dated Friday, May 1st. The stock was acquired at an average cost of $31.30 per share, with a total value of $313,000.00. Following the purchase, the director directly owned 10,025 shares of the company’s stock, valued at approximately $313,782.50. This trade represents a 40,000.00% increase in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, Director Anders Gustafsson bought 13,217 shares of the company’s stock in a transaction dated Thursday, March 12th. The stock was bought at an average price of $37.83 per share, with a total value of $499,999.11. Following the acquisition, the director owned 26,092 shares in the company, valued at approximately $987,060.36. This trade represents a 102.66% increase in their position. The disclosure for this purchase is available in the SEC filing. Over the last 90 days, insiders have acquired 36,092 shares of company stock worth $1,313,064. Company insiders own 0.21% of the company’s stock.
Institutional Inflows and Outflows
Institutional investors and hedge funds have recently bought and sold shares of the company. Vanguard Group Inc. increased its position in International Paper by 0.5% during the fourth quarter. Vanguard Group Inc. now owns 64,357,913 shares of the basic materials company’s stock valued at $2,535,058,000 after acquiring an additional 310,834 shares during the last quarter. Capital International Investors lifted its holdings in shares of International Paper by 29.4% in the 4th quarter. Capital International Investors now owns 63,413,335 shares of the basic materials company’s stock worth $2,498,013,000 after acquiring an additional 14,422,616 shares during the last quarter. Capital Research Global Investors boosted its stake in shares of International Paper by 0.4% during the 4th quarter. Capital Research Global Investors now owns 54,535,444 shares of the basic materials company’s stock worth $2,148,154,000 after purchasing an additional 204,654 shares during the period. State Street Corp boosted its stake in shares of International Paper by 1.3% during the 4th quarter. State Street Corp now owns 30,009,733 shares of the basic materials company’s stock worth $1,182,083,000 after purchasing an additional 397,673 shares during the period. Finally, Franklin Resources Inc. grew its holdings in International Paper by 81.6% during the 4th quarter. Franklin Resources Inc. now owns 14,832,952 shares of the basic materials company’s stock valued at $584,270,000 after purchasing an additional 6,663,986 shares during the last quarter. 81.95% of the stock is owned by hedge funds and other institutional investors.
More International Paper News
Here are the key news stories impacting International Paper this week:
- Positive Sentiment: Director Scott Tozier bought 10,000 shares at about $31.30, a direct insider purchase that can be viewed as a vote of confidence by management. SEC Form 4
- Positive Sentiment: Balance‑sheet and cash flow actions: IP received ~$1.1B net proceeds from the sale of its Global Cellulose Fibers business, used ~$660M to pay down debt, generated $611M of operating cash and reported $94M FCF for Q1 — these moves materially improve liquidity and lower leverage. Press Release
- Positive Sentiment: Management’s 2026 targets: IP is guiding to $3.2B–$3.5B of adjusted EBITDA for 2026 and is targeting $300M–$500M of free cash flow, providing a framework for recovery if cost pressures ease. SA: 2026 targets
- Neutral Sentiment: Company filed an 8‑K and held its Q1 call; the transcript and slide deck are available for investors to assess management commentary on costs and the EMEA separation. TipRanks 8‑K
- Neutral Sentiment: Unusually large options flow was observed (big increase in both call and put activity), signaling heightened short‑term speculative interest and volatility. (No single authoritative story; flagged in market activity notes.)
- Negative Sentiment: Q1 missed expectations on EPS ($0.15 vs. $0.18 consensus) and revenue ($5.97B vs. ~$6.02B), and margins were pressured — a direct near‑term negative for sentiment. Q1 results
- Negative Sentiment: Analysts cut forecasts and price targets after Q1 and guidance; JPMorgan trimmed its PT to $43 and moved to neutral, and several outlets report analysts “slashing” forecasts — these actions weigh on near‑term upside. Benzinga: analyst reactions
- Negative Sentiment: Management trimmed its 2026 adjusted EBITDA outlook vs. prior expectations and cited higher costs and macro pressures — the primary driver of the recent negative revisions in sentiment. Zacks: lowered outlook
About International Paper
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.
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