Sylvamo (NYSE:SLVM – Get Free Report) released its earnings results on Friday. The company reported $0.03 EPS for the quarter, beating the consensus estimate of $0.02 by $0.01, FiscalAI reports. Sylvamo had a net margin of 3.11% and a return on equity of 9.79%. The firm had revenue of $806.00 million for the quarter, compared to analysts’ expectations of $811.25 million. During the same quarter last year, the company earned $0.37 EPS. Sylvamo’s quarterly revenue was up 1.5% on a year-over-year basis.
Here are the key takeaways from Sylvamo’s conference call:
- Adjusted EBITDA more than doubled sequentially to $60 million in Q2, driven primarily by paper price increases, improved mix, lower operating costs, and European green-energy credits.
- Management expects a stronger second half, including a projected $75 million-$85 million improvement in price and mix versus the first half, seasonally stronger Latin American demand, lower fiber costs, and the reversal of much of the working-capital build.
- North American volumes are expected to decline in the second half because of the Riverdale supply loss, an Eastover outage extending beyond the planned 45 days, and reduced imports from Brazil following tariff changes.
- Eastover investments remain on schedule and on budget, with the paper-machine speed-up and new sheeter expected to deliver approximately $50 million in annual benefits; including the warehouse expansion, the projects are expected to generate about $55 million annually.
- European operations continue to face difficult industry conditions and unacceptable margins. Although cost and mix improvements are underway, management said it may consider alternatives such as further investment, closure, or a sale if the outlook is not satisfactory, potentially in 2027.
Sylvamo Trading Up 8.6%
Sylvamo stock opened at $41.04 on Friday. The company has a 50 day moving average price of $38.85 and a 200 day moving average price of $42.22. Sylvamo has a 52 week low of $35.53 and a 52 week high of $56.80. The company has a debt-to-equity ratio of 0.78, a quick ratio of 0.81 and a current ratio of 1.45. The firm has a market capitalization of $1.63 billion, a price-to-earnings ratio of 21.83, a P/E/G ratio of 1.01 and a beta of 0.87.
Sylvamo Announces Dividend
Analyst Upgrades and Downgrades
Several research analysts have recently issued reports on the stock. Royal Bank Of Canada decreased their price objective on shares of Sylvamo from $49.00 to $46.00 and set a “sector perform” rating for the company in a report on Friday, July 17th. Truist Financial decreased their price target on Sylvamo from $54.00 to $51.00 and set a “buy” rating for the company in a research note on Wednesday, July 15th. Zacks Research cut Sylvamo from a “hold” rating to a “strong sell” rating in a research report on Tuesday, July 14th. Wall Street Zen raised Sylvamo from a “sell” rating to a “hold” rating in a research note on Sunday, August 2nd. Finally, Weiss Ratings downgraded shares of Sylvamo from a “hold (c-)” rating to a “sell (d+)” rating in a report on Monday, May 11th. One investment analyst has 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 data from MarketBeat, Sylvamo has an average rating of “Reduce” and an average target price of $47.33.
Get Our Latest Stock Report on SLVM
Insider Buying and Selling at Sylvamo
In related news, Director Lizanne M. Bruce sold 1,230 shares of the stock in a transaction dated Monday, June 15th. The stock was sold at an average price of $41.70, for a total value of $51,291.00. Following the completion of the sale, the director directly owned 14,475 shares of the company’s stock, valued at approximately $603,607.50. This represents a 7.83% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Corporate insiders own 0.81% of the company’s stock.
Hedge Funds Weigh In On Sylvamo
Several institutional investors and hedge funds have recently bought and sold shares of the business. Lazard Asset Management LLC boosted its holdings in shares of Sylvamo by 0.9% during the second quarter. Lazard Asset Management LLC now owns 29,415 shares of the company’s stock worth $1,473,000 after purchasing an additional 259 shares during the period. UMB Bank n.a. lifted its position in Sylvamo by 171.2% in the 4th quarter. UMB Bank n.a. now owns 564 shares of the company’s stock worth $27,000 after buying an additional 356 shares in the last quarter. Vise Technologies Inc. boosted its stake in shares of Sylvamo by 8.7% during the 4th quarter. Vise Technologies Inc. now owns 6,555 shares of the company’s stock valued at $316,000 after buying an additional 527 shares during the period. Smartleaf Asset Management LLC boosted its stake in shares of Sylvamo by 83.2% during the 4th quarter. Smartleaf Asset Management LLC now owns 1,275 shares of the company’s stock valued at $62,000 after buying an additional 579 shares during the period. Finally, Swiss National Bank grew its holdings in shares of Sylvamo by 0.9% during the 4th quarter. Swiss National Bank now owns 67,700 shares of the company’s stock valued at $3,260,000 after acquiring an additional 600 shares in the last quarter. Hedge funds and other institutional investors own 91.16% of the company’s stock.
Sylvamo Company Profile
Sylvamo Corporation, trading on the New York Stock Exchange under the ticker SLVM, is a leading global producer of uncoated freesheet paper. The company was established in October 2021 through a spin-off from International Paper, creating an independent entity focused exclusively on the development, manufacturing and marketing of high-quality uncoated paper products. Headquartered in Memphis, Tennessee, Sylvamo draws on decades of industry experience inherited from its predecessor, positioning itself to meet evolving customer needs in paper-based communications and packaging applications.
The company’s core product portfolio includes office and digital print papers, direct mail and marketing materials, catalog and commercial printing papers, and a range of specialty and value-added grades.
Featured Stories
- Five stocks we like better than Sylvamo
- Quantum Earnings Week: Winners and Losers Are Finally Emerging
- Axon’s Post-Earnings Pullback May Be More About Valuation Than Growth
- Uber Stock Lags in 2026, But Cash Flow and AV Bets Fuel Upside
- AppLovin Stock Hits 52-Week Low as Analysts Trim Targets, Stay Bullish
Receive News & Ratings for Sylvamo Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Sylvamo and related companies with MarketBeat.com's FREE daily email newsletter.
