Recurrent Investment Advisors LLC Purchases 14,276 Shares of International Paper Company $IP

Recurrent Investment Advisors LLC boosted its position in shares of International Paper Company (NYSE:IP) by 102.0% during the 1st quarter, HoldingsChannel reports. The firm owned 28,266 shares of the basic materials company’s stock after buying an additional 14,276 shares during the period. Recurrent Investment Advisors LLC’s holdings in International Paper were worth $1,009,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also bought and sold shares of IP. DNB Asset Management AS lifted its stake in International Paper by 144.2% in the fourth quarter. DNB Asset Management AS now owns 258,920 shares of the basic materials company’s stock worth $10,199,000 after acquiring an additional 152,907 shares during the period. D.A. Davidson & CO. increased its position in International Paper by 29.6% during the 1st quarter. D.A. Davidson & CO. now owns 137,856 shares of the basic materials company’s stock valued at $4,921,000 after purchasing an additional 31,518 shares during the period. Alpha Omega Wealth Management LLC bought a new stake in shares of International Paper in the 4th quarter valued at about $1,539,000. AE Wealth Management LLC lifted its position in shares of International Paper by 12.8% in the 4th quarter. AE Wealth Management LLC now owns 374,851 shares of the basic materials company’s stock worth $14,765,000 after purchasing an additional 42,541 shares during the period. Finally, Norges Bank purchased a new stake in shares of International Paper in the 4th quarter worth approximately $250,093,000. 81.95% of the stock is owned by institutional investors.

Insider Buying and Selling at International Paper

In other International Paper news, Director Scott Tozier bought 10,000 shares of the company’s stock in a transaction that occurred on Friday, May 1st. The shares were purchased at an average cost of $31.30 per share, for a total transaction of $313,000.00. Following the purchase, the director directly owned 10,025 shares in the company, valued at $313,782.50. This represents a 40,000.00% increase in their ownership of the stock. The acquisition was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. 0.21% of the stock is owned by insiders.

Analyst Ratings Changes

A number of equities analysts recently commented on IP shares. Weiss Ratings reissued a “sell (d)” rating on shares of International Paper in a research note on Friday. JPMorgan Chase & Co. raised International Paper from a “neutral” rating to an “overweight” rating and increased their target price for the company from $51.00 to $61.00 in a research report on Tuesday. Zacks Research upgraded International Paper from a “strong sell” rating to a “hold” rating in a report on Monday, July 13th. Wells Fargo & Company upped their price objective on International Paper from $39.00 to $42.00 and gave the stock an “overweight” rating in a research note on Thursday, July 9th. Finally, Deutsche Bank Aktiengesellschaft began coverage on International Paper in a research note on Wednesday, April 1st. They issued a “hold” rating and a $38.00 target price on the stock. Nine investment analysts have rated the stock with a Buy rating, four have issued a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus target price of $46.36.

International Paper Trading Up 3.9%

NYSE:IP opened at $44.05 on Wednesday. The stock has a market capitalization of $23.33 billion, a price-to-earnings ratio of -6.93 and a beta of 0.94. International Paper Company has a 52 week low of $29.26 and a 52 week high of $56.13. The company has a quick ratio of 0.94, a current ratio of 1.21 and a debt-to-equity ratio of 0.55. The firm has a 50 day moving average of $36.21 and a 200 day moving average of $38.01.

International Paper (NYSE:IP) last released 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). International Paper had a negative return on equity of 0.49% and a negative net margin of 13.42%.The firm had revenue of $5.97 billion during the quarter, compared to analysts’ expectations of $6.02 billion. During the same period in the prior year, the firm posted $0.17 earnings per share. International Paper’s revenue for the quarter was up 13.4% compared to the same quarter last year. As a group, sell-side analysts anticipate that International Paper Company will post 1.4 earnings per share for the current fiscal year.

International Paper Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, September 15th. Stockholders of record on Friday, August 14th will be given a $0.4625 dividend. The ex-dividend date of this dividend is Friday, August 14th. This represents a $1.85 dividend on an annualized basis and a dividend yield of 4.2%. International Paper’s dividend payout ratio (DPR) is presently -29.09%.

International Paper News Summary

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

• Positive Sentiment: JPMorgan upgraded International Paper (IP) from “neutral” to “overweight” and raised its price target from $51 to $61. The firm cited an improving U.S. linerboard pricing cycle, which could support stronger margins and earnings. International Paper raised at JP Morgan on improving US linerboard pricing cycle
• Positive Sentiment: The JPMorgan target implies substantial upside from recent trading levels and helped reinforce the view that a recovery in pricing could improve International Paper’s financial performance. Why is International Paper stock soaring today?
• Positive Sentiment: Zacks Research raised its FY2026 EPS estimate to $1.34 from $1.32 and increased its Q4 2026 estimate to $0.75 from $0.69. These revisions suggest some improvement in expected near-term profitability, although Zacks maintained a “Hold” rating.
• Neutral Sentiment: Zacks made mixed changes to its 2027 outlook, raising Q1 EPS to $0.58 from $0.56 while trimming Q2 EPS to $0.66 from $0.67 and Q3 EPS to $0.71 from $0.72. The overall full-year consensus remains $1.39 per share.
• Neutral Sentiment: International Paper’s CEO is scheduled to speak at the Jefferies 2026 Industrials Conference on September 10. The event could provide updates on strategy, demand and pricing, but no new company guidance was announced.
• Negative Sentiment: Unusually heavy put-option activity—16,246 contracts, roughly 341% above typical volume—signals increased hedging or bearish speculation. Options activity does not necessarily indicate that the underlying business outlook has deteriorated.
• Negative Sentiment: International Paper is approaching Q2 earnings with expectations for lower revenue and a projected loss, reflecting maintenance costs and pricing changes. Its prior quarter also missed both EPS and revenue estimates, adding execution risk ahead of the results.

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.