JPMorgan Chase & Co. Has Lowered Expectations for International Paper (NYSE:IP) Stock Price

International Paper (NYSE:IP) had its price objective dropped by analysts at JPMorgan Chase & Co. from $46.00 to $43.00 in a research note issued to investors on Friday,Benzinga reports. The brokerage presently has a “neutral” rating on the basic materials company’s stock. JPMorgan Chase & Co.‘s price target would suggest a potential upside of 36.05% from the company’s previous close.

IP has been the subject of a number of other reports. Stifel Nicolaus reduced their price objective on shares of International Paper from $51.80 to $50.70 and set a “buy” rating for the company in a research note on Monday, February 9th. Royal Bank Of Canada dropped their target price on shares of International Paper from $48.00 to $45.00 and set an “outperform” rating on the stock in a report on Friday. Seaport Research Partners raised shares of International Paper from a “neutral” rating to a “buy” rating in a research report on Friday. Weiss Ratings downgraded International Paper from a “sell (d+)” rating to a “sell (d)” rating in a research report on Monday. Finally, Wells Fargo & Company cut their price objective on International Paper from $40.00 to $38.00 and set an “equal weight” rating for the company in a research report on Friday, March 20th. Eight research analysts have rated the stock with a Buy rating, four have issued a Hold rating and two have assigned a Sell rating to the company. Based on data from MarketBeat, the stock presently has an average rating of “Hold” and a consensus target price of $44.98.

International Paper Stock Up 3.9%

NYSE IP traded up $1.19 during trading on Friday, hitting $31.61. 7,331,532 shares of the company traded hands, compared to its average volume of 7,265,608. International Paper has a 12 month low of $29.45 and a 12 month high of $56.13. The business has a fifty day simple moving average of $37.25 and a 200 day simple moving average of $40.12. The company has a market capitalization of $16.73 billion, a P/E ratio of -4.71 and a beta of 1.14. The company has a current ratio of 1.28, a quick ratio of 1.02 and a debt-to-equity ratio of 0.60.

International Paper (NYSE:IP) 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). The company had revenue of $5.97 billion during the quarter, compared to the consensus estimate of $6.02 billion. International Paper had a negative net margin of 14.12% and a negative return on equity of 0.35%. The firm’s revenue was up 13.4% on a year-over-year basis. During the same period in the previous year, the business posted $0.17 earnings per share. As a group, sell-side analysts predict that International Paper will post 1.63 EPS for the current year.

Insider Buying and Selling at International Paper

In other news, Director Anders Gustafsson bought 13,217 shares of the firm’s stock in a transaction that occurred on Thursday, March 12th. The shares were acquired at an average cost of $37.83 per share, with a total value of $499,999.11. Following the completion of the transaction, the director directly owned 26,092 shares in the company, valued at $987,060.36. This represents a 102.66% increase in their ownership of the stock. The acquisition was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this hyperlink. Insiders own 0.21% of the company’s stock.

Institutional Trading of International Paper

A number of hedge funds have recently modified their holdings of the company. Sequoia Financial Advisors LLC increased its position in shares of International Paper by 27.9% during the first quarter. Sequoia Financial Advisors LLC now owns 18,370 shares of the basic materials company’s stock valued at $656,000 after purchasing an additional 4,002 shares during the period. Ascentis Independent Advisors acquired a new position in shares of International Paper in the first quarter valued at $28,000. Stephens Inc. AR lifted its position in International Paper by 1.3% in the first quarter. Stephens Inc. AR now owns 23,032 shares of the basic materials company’s stock worth $853,000 after purchasing an additional 298 shares during the period. Parrish Capital LLC boosted its stake in International Paper by 7.5% during the first quarter. Parrish Capital LLC now owns 35,032 shares of the basic materials company’s stock worth $1,251,000 after buying an additional 2,447 shares in the last quarter. Finally, Cherokee Insurance Co boosted its stake in International Paper by 2.3% during the first quarter. Cherokee Insurance Co now owns 223,400 shares of the basic materials company’s stock worth $7,975,000 after buying an additional 5,000 shares in the last quarter. Institutional investors own 81.95% of the company’s stock.

More International Paper News

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

• Positive Sentiment: Company received $1.1B net proceeds from the Global Cellulose Fibers sale, used $660M to pay down debt, and generated $611M of operating cash — supports balance sheet and liquidity. International Paper Reports First Quarter 2026 Results
• Positive Sentiment: Management set full-year adjusted EBITDA guidance of $3.2B–$3.5B and a free cash flow target of $300M–$500M, giving investors a clearer medium-term framework. International Paper forecasts $3.2B-$3.5B 2026 adjusted EBITDA
• Neutral Sentiment: Q1 adjusted EBITDA from continuing operations was $677M and revenue was up 13% year-over-year, but revenue missed some estimates — mixed operational read. International Paper Reports First Quarter 2026 Results
• Neutral Sentiment: Company filed an 8?K and continues planning an EMEA separation; structural moves could unlock value but add execution risk and complexity. International Paper Files 8-K and Sets Call
• Negative Sentiment: Q1 EPS missed estimates ($0.15 vs. $0.18) and revenue slightly missed consensus; management flagged higher costs and issued downbeat Q2 adjusted EBITDA guidance ($520M–$570M), which triggered an earlier selloff. Q1 2026 Earnings Call Transcript
• Negative Sentiment: Analysts have flagged downside risk and some have cut estimates after management’s cost commentary and reduced near-term outlook. Reduced Outlook Still Has Downside Risk
• Neutral Sentiment: Unusually large options activity (big spikes in both call and put volume) suggests short-term speculative positioning and could amplify intraday moves. (Market data summarized from filings/news.)

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.