JPMorgan Chase & Co. Issues Positive Forecast for International Paper (NYSE:IP) Stock Price

International Paper (NYSE:IP) had its price objective increased by JPMorgan Chase & Co. from $45.00 to $48.00 in a research note issued to investors on Friday morning,MarketScreener reports. They currently have a neutral rating on the basic materials company’s stock.

Other equities analysts have also issued research reports about the company. Jefferies Financial Group upped their price objective on International Paper from $47.00 to $48.00 and gave the stock a “buy” rating in a research note on Thursday, January 22nd. Wells Fargo & Company upgraded shares of International Paper from an “underweight” rating to an “equal weight” rating and upped their target price for the company from $36.00 to $40.00 in a research report on Friday. UBS Group dropped their price objective on shares of International Paper from $53.00 to $51.00 and set a “buy” rating for the company in a research note on Monday, January 12th. BNP Paribas Exane raised International Paper from a “strong sell” rating to an “outperform” rating and set a $44.00 price objective on the stock in a research report on Monday, November 24th. Finally, Citigroup boosted their price target on International Paper from $46.00 to $47.00 and gave the company a “buy” rating in a report on Friday. Nine investment analysts have rated the stock with a Buy rating, two have issued a Hold rating and two have given a Sell rating to the stock. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus target price of $49.53.

International Paper Stock Performance

NYSE IP traded up $1.25 during trading hours on Friday, hitting $40.25. 10,160,525 shares of the company’s stock traded hands, compared to its average volume of 6,965,506. The company has a current ratio of 1.28, a quick ratio of 1.04 and a debt-to-equity ratio of 0.60. The firm has a market capitalization of $21.25 billion, a P/E ratio of -6.00, a P/E/G ratio of 0.45 and a beta of 1.10. International Paper has a 52 week low of $35.56 and a 52 week high of $58.11. The business’s fifty day moving average price is $40.23 and its two-hundred day moving average price is $44.08.

International Paper (NYSE:IP) last released its earnings results on Thursday, January 29th. The basic materials company reported ($0.08) earnings per share for the quarter, missing the consensus estimate of $0.28 by ($0.36). International Paper had a negative net margin of 14.12% and a negative return on equity of 0.35%. The company had revenue of $6.01 billion for the quarter, compared to analysts’ expectations of $5.90 billion. During the same quarter last year, the firm posted ($0.02) earnings per share. International Paper’s revenue for the quarter was up 53.1% on a year-over-year basis. Equities research analysts predict that International Paper will post 2.77 EPS for the current year.

Insider Activity

In related news, SVP Clay R. Ellis sold 18,819 shares of International Paper stock in a transaction that occurred on Tuesday, November 18th. The shares were sold at an average price of $36.85, for a total value of $693,480.15. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, CEO Andrew K. Silvernail acquired 50,000 shares of the company’s stock in a transaction dated Friday, January 30th. The shares were bought at an average cost of $39.98 per share, for a total transaction of $1,999,000.00. Following the completion of the acquisition, the chief executive officer directly owned 50,000 shares of the company’s stock, valued at approximately $1,999,000. The trade was a ? increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. Corporate insiders own 0.35% of the company’s stock.

Institutional Inflows and Outflows

Hedge funds have recently modified their holdings of the company. Vanguard Group Inc. lifted its holdings in shares of 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 worth $2,535,058,000 after purchasing an additional 310,834 shares during the period. Capital Research Global Investors raised its position in International Paper by 7.5% during the 3rd quarter. Capital Research Global Investors now owns 54,330,790 shares of the basic materials company’s stock worth $2,520,945,000 after buying an additional 3,768,772 shares during the last quarter. Capital International Investors lifted its stake in International Paper by 51.4% during the 3rd quarter. Capital International Investors now owns 48,990,719 shares of the basic materials company’s stock valued at $2,272,966,000 after acquiring an additional 16,622,062 shares during the period. State Street Corp boosted its holdings in shares of International Paper by 0.8% in the 3rd quarter. State Street Corp now owns 29,612,060 shares of the basic materials company’s stock valued at $1,374,000,000 after acquiring an additional 225,444 shares during the last quarter. Finally, Bank of New York Mellon Corp raised its holdings in shares of International Paper by 9.3% during the second quarter. Bank of New York Mellon Corp now owns 18,737,896 shares of the basic materials company’s stock worth $877,496,000 after purchasing an additional 1,592,411 shares during the last quarter. 81.95% of the stock is owned by institutional investors and hedge funds.

International Paper News Summary

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

• Positive Sentiment: CEO insider buy: CEO Andrew K. Silvernail purchased 50,000 shares at ~$39.98 (~$2.0M), signaling management confidence and providing a bullish technical/psychological catalyst. Read More.
• Positive Sentiment: 2026 guidance: Company set adjusted EBITDA targets of $3.5–$3.7B for full year and Q1 adj. EBITDA of $0.74–$0.76B, implying operational improvement and cash?flow recovery potential. Read More.
• Neutral Sentiment: Planned split into two companies: IP will separate into a North American company and a separate EMEA packaging company to sharpen regional focus — a strategic move that could unlock value long term but creates near?term execution and transition risk. Read More.
• Neutral Sentiment: Analyst moves mixed: Truist trimmed its price target to $48 but kept a “buy” rating (still implies upside), while Wells Fargo upgraded IP to “equal weight” with a $40 target — these actions temper/recast expectations rather than dramatically change the investment thesis. Read More. | Read More.
• Negative Sentiment: Q4 earnings miss and large impairment: Reported Q4 EPS of ($0.08) vs. $0.28 expected; company recorded a $2.47B pre?tax goodwill impairment plus accelerated depreciation and restructuring charges, producing a large GAAP loss and weighing on near?term profitability and multiples. Revenue rose ~53% (beat) but the impairment and margin impact drove a negative market reaction. Read More.

International Paper Company Profile

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.