Clearwater Paper (NYSE:CLW) Lowered to Hold Rating by TD Securities

TD Securities downgraded shares of Clearwater Paper (NYSE:CLW) from a strong-buy rating to a hold rating in a research note published on Wednesday morning,Zacks.com reports.

Several other brokerages also recently commented on CLW. TD Cowen downgraded shares of Clearwater Paper from a “buy” rating to a “hold” rating and set a $17.00 price objective on the stock. in a research report on Wednesday. TD lowered shares of Clearwater Paper from a “buy” rating to a “hold” rating and cut their price objective for the company from $19.00 to $17.00 in a report on Wednesday. Royal Bank Of Canada cut their price objective on shares of Clearwater Paper from $20.00 to $19.00 and set an “outperform” rating for the company in a report on Wednesday. Finally, Truist Financial reaffirmed a “hold” rating and set a $12.00 price objective (down from $15.00) on shares of Clearwater Paper in a report on Wednesday. One analyst has rated the stock with a Buy rating, four have assigned a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, the company has an average rating of “Hold” and an average price target of $17.00.

Clearwater Paper Stock Up 4.1%

NYSE CLW traded up $0.53 on Wednesday, hitting $13.42. 192,838 shares of the company were exchanged, compared to its average volume of 220,253. The company has a current ratio of 2.43, a quick ratio of 1.13 and a debt-to-equity ratio of 0.42. The stock has a fifty day moving average of $14.40 and a 200-day moving average of $16.89. Clearwater Paper has a 12 month low of $11.73 and a 12 month high of $30.96. The company has a market cap of $215.18 million, a PE ratio of -11.98 and a beta of 0.22.

Clearwater Paper (NYSE:CLW) last issued its earnings results on Tuesday, April 28th. The basic materials company reported ($1.29) earnings per share for the quarter, topping analysts’ consensus estimates of ($1.32) by $0.03. The firm had revenue of $360.30 million during the quarter, compared to analyst estimates of $365.15 million. Clearwater Paper had a negative net margin of 1.20% and a negative return on equity of 2.11%.

Institutional Investors Weigh In On Clearwater Paper

Institutional investors have recently added to or reduced their stakes in the company. Invenomic Capital Management LP purchased a new stake in shares of Clearwater Paper in the third quarter worth about $3,121,000. JPMorgan Chase & Co. lifted its stake in shares of Clearwater Paper by 70.4% in the third quarter. JPMorgan Chase & Co. now owns 87,377 shares of the basic materials company’s stock worth $1,814,000 after acquiring an additional 36,113 shares in the last quarter. Peapod Lane Capital LLC lifted its stake in shares of Clearwater Paper by 177.8% in the third quarter. Peapod Lane Capital LLC now owns 165,388 shares of the basic materials company’s stock worth $3,433,000 after acquiring an additional 105,850 shares in the last quarter. Federated Hermes Inc. acquired a new stake in Clearwater Paper during the third quarter valued at approximately $1,443,000. Finally, Readystate Asset Management LP lifted its holdings in shares of Clearwater Paper by 19.2% in the third quarter. Readystate Asset Management LP now owns 762,138 shares of the basic materials company’s stock valued at $15,822,000 after purchasing an additional 122,688 shares in the last quarter. Hedge funds and other institutional investors own 89.98% of the company’s stock.

More Clearwater Paper News

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

• Positive Sentiment: Q1 EPS marginally beat expectations (reported -$1.29 vs. -$1.32 consensus), which may limit near-term downside by showing results were not as weak as feared. MarketBeat Q1 Coverage
• Neutral Sentiment: Analysts and commentators are debating the recovery thesis: a Seeking Alpha piece argues utilization recovery is the core bull case but flags execution and leverage risks, leaving the thesis conditional on operational improvement. Seeking Alpha: Utilization Recovery
• Neutral Sentiment: Earnings call transcripts and highlights are available for investors digging into management commentary on pricing, volumes and cost actions. These details will be important to assess forward trajectory. Yahoo Finance: Q1 Highlights
• Negative Sentiment: Q1 revenue of $360M missed expectations (~$365M) and net loss widened to $13M ($0.80/share) from $6M a year ago; volume rose 5% but lower market pricing pressured sales and margins. These operational results and continued negative margins are a headwind for the stock. BusinessWire: Q1 Release
• Negative Sentiment: Clearwater trimmed FY-2026 revenue guidance to roughly $1.4B–$1.5B versus consensus near $1.5B, signaling modest downside to estimates and adding short-term uncertainty around recovery timing. Company Guidance Slide Deck
• Negative Sentiment: Analyst downgrades: TD Securities cut CLW to “hold” (from strong?buy/buy) and lowered its price target to $17 (from $19), while Truist reaffirmed a hold and cut its PT to $12 (from $15). These rating/target changes increase selling pressure and lower near-term investor enthusiasm. BayStreet: TD Downgrade Benzinga: Truist Note

About Clearwater Paper

Clearwater Paper Corporation is an independent manufacturer of premium tissue and pulp and paperboard products for private-label and commercial customers in North America. The company operates through two core segments: Consumer Products, which produces bathroom tissue, paper towels and other away-from-home tissue products under private-label contracts; and Pulp & Paperboard, which supplies bleached paperboard used in folding cartons, foodservice packaging and specialty paper applications.

The Consumer Products segment services retail grocers, warehouse clubs, online merchants and janitorial distributors, leveraging multiple converting facilities to produce roll and folded tissue items for both household and institutional use.