International Paper Company $IP Holdings Reduced by SummitTX Capital L.P.

Posted by Stanley Muller on Jul 30th, 2026

SummitTX Capital L.P. cut its holdings in shares of International Paper Company (NYSE:IP – Free Report) by 26.0% in the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 34,401 shares of the basic materials company’s stock after selling 12,079 shares during the period. SummitTX Capital L.P.’s holdings in International Paper were worth $1,228,000 at the end of the most recent reporting period.

Other large investors have also recently added to or reduced their stakes in the company. MCF Advisors LLC raised its stake in International Paper by 36.7% during the 4th quarter. MCF Advisors LLC now owns 853 shares of the basic materials company’s stock valued at $34,000 after acquiring an additional 229 shares in the last quarter. Rothschild Investment LLC lifted its holdings in International Paper by 4.2% in the fourth quarter. Rothschild Investment LLC now owns 5,993 shares of the basic materials company’s stock worth $236,000 after purchasing an additional 242 shares during the period. Independent Advisor Alliance lifted its holdings in International Paper by 3.3% in the fourth quarter. Independent Advisor Alliance now owns 7,750 shares of the basic materials company’s stock worth $305,000 after purchasing an additional 244 shares during the period. Horizon Investments LLC grew its position in International Paper by 3.3% in the 4th quarter. Horizon Investments LLC now owns 8,456 shares of the basic materials company’s stock valued at $333,000 after buying an additional 267 shares in the last quarter. Finally, Stephens Inc. AR grew its position in International Paper by 1.3% in the 1st quarter. Stephens Inc. AR now owns 23,032 shares of the basic materials company’s stock valued at $853,000 after buying an additional 298 shares in the last quarter. 81.95% of the stock is currently owned by institutional investors and hedge funds.

International Paper Stock Down 3.4%

NYSE IP opened at $42.59 on Thursday. International Paper Company has a 12 month low of $29.26 and a 12 month high of $54.63. The company has a market capitalization of $22.55 billion, a P/E ratio of -6.70 and a beta of 0.94. The company’s 50 day simple moving average is $36.44 and its 200 day simple moving average is $38.02. The company has a debt-to-equity ratio of 0.55, a current ratio of 1.21 and a quick ratio of 0.94.

International Paper (NYSE:IP – Get Free Report) last posted its quarterly earnings results on Thursday, April 30th. The basic materials company reported $0.15 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.18 by ($0.03). The business had revenue of $5.97 billion during the quarter, compared to analyst estimates of $6.02 billion. International Paper had a negative return on equity of 0.49% and a negative net margin of 13.42%.The company’s quarterly revenue was up 13.4% compared to the same quarter last year. During the same quarter last year, the firm posted $0.17 EPS. Equities research analysts expect that International Paper Company will post 1.4 earnings per share for the current fiscal year.

International Paper Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, September 15th. Stockholders of record on Friday, August 14th will be paid a dividend of $0.4625 per share. The ex-dividend date of this dividend is Friday, August 14th. This represents a $1.85 annualized dividend and a dividend yield of 4.3%. International Paper’s dividend payout ratio (DPR) is currently -29.09%.

Insider Activity

In related news, Director Scott Tozier bought 10,000 shares of the business’s stock in a transaction dated Friday, May 1st. The shares were bought at an average cost of $31.30 per share, with a total value of $313,000.00. Following the completion of the transaction, 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 Securities & Exchange Commission, which is available at this link. 0.21% of the stock is owned by insiders.

Wall Street Analysts Forecast Growth

A number of analysts have recently weighed in on the stock. Weiss Ratings reaffirmed a “sell (d)” rating on shares of International Paper in a research note on Friday, July 24th. Seaport Research Partners raised International Paper from a “neutral” rating to a “buy” rating and set a $39.00 target price on the stock in a report on Friday, May 1st. Wells Fargo & Company boosted their target price on International Paper from $39.00 to $42.00 and gave the stock an “overweight” rating in a report on Thursday, July 9th. Loop Capital set a $61.00 target price on International Paper in a research report on Tuesday. Finally, Royal Bank Of Canada boosted their price objective on International Paper from $45.00 to $48.00 and gave the stock an “outperform” rating in a research note on Friday, July 17th. Nine investment analysts have rated the stock with a Buy rating, four have assigned a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average price target of $46.36.

Read Our Latest Research Report on IP

Key International Paper News

Here are the key news stories impacting International Paper this week:

Positive Sentiment: JPMorgan upgraded IP to Overweight and raised its price target to $61 from $51, citing an improving U.S. linerboard pricing cycle. The new target implies substantial upside from recent trading levels. International Paper raised at JP Morgan on improving US linerboard pricing cycle
Positive Sentiment: Zacks Research raised its FY2026 EPS estimate to $1.34 from $1.32, its Q4 2026 estimate to $0.75 from $0.69, its Q1 2027 estimate to $0.58 from $0.56, and its FY2028 forecast to $3.35 from $3.25. These increases suggest longer-term earnings improvement potential.
Neutral Sentiment: International Paper is scheduled to report earnings tomorrow. The report could provide important evidence on pricing, demand, margins and the company’s outlook. International Paper reports earnings tomorrow: What to expect
Neutral Sentiment: Zacks maintained a “Hold” rating. Its earnings revisions were mixed, with some longer-term upgrades offset by changes to individual quarterly forecasts.
Negative Sentiment: Zacks cut its Q2 2026 EPS forecast to a loss of $0.04 from a loss of $0.02 and reduced its Q3 2026 estimate to $0.48 from $0.51. The lowered near-term forecasts could weigh on sentiment before the earnings release.
Negative Sentiment: Put-option volume surged to 16,246 contracts, about 341% above average. While options activity does not guarantee a decline, it signals increased hedging or bearish speculation around IP.

International Paper Profile

(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.