FY2026 Earnings Forecast for IP Issued By Zacks Research

International Paper Company (NYSE:IP) – Equities researchers at Zacks Research cut their FY2026 earnings per share (EPS) estimates for International Paper in a report issued on Thursday, August 13th. Zacks Research analyst Team now forecasts that the basic materials company will post earnings per share of $1.32 for the year, down from their previous forecast of $1.34. Zacks Research currently has a “Hold” rating on the stock. The consensus estimate for International Paper’s current full-year earnings is $1.34 per share. Zacks Research also issued estimates for International Paper’s Q2 2027 earnings at $0.67 EPS, Q3 2027 earnings at $0.72 EPS, Q4 2027 earnings at $0.75 EPS and Q2 2028 earnings at $0.78 EPS.

International Paper (NYSE:IP) last released its quarterly earnings data on Thursday, July 30th. The basic materials company reported $0.04 EPS for the quarter, topping the consensus estimate of ($0.04) by $0.08. The company had revenue of $6 billion during the quarter, compared to the consensus estimate of $6.19 billion. International Paper had a negative return on equity of 1.09% and a negative net margin of 14.20%.International Paper’s revenue for the quarter was down 11.3% on a year-over-year basis. During the same period last year, the company earned $0.20 EPS.

A number of other brokerages have also weighed in on IP. Truist Financial reiterated a “buy” rating and set a $49.00 target price (up from $46.00) on shares of International Paper in a research note on Friday, July 31st. Loop Capital set a $61.00 price objective on International Paper in a research report on Tuesday, July 28th. JPMorgan Chase & Co. raised International Paper from a “neutral” rating to an “overweight” rating and raised their target price for the stock from $51.00 to $61.00 in a research report on Tuesday, July 28th. UBS Group upped their price target on shares of International Paper from $40.00 to $47.00 and gave the company a “neutral” rating in a research report on Friday, July 31st. Finally, Royal Bank Of Canada raised their price objective on shares of International Paper from $48.00 to $52.00 and gave the stock an “outperform” rating in a report on Friday, July 31st. Nine equities research analysts have rated the stock with a Buy rating, four have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat, International Paper presently has an average rating of “Moderate Buy” and an average target price of $48.75.

International Paper Stock Performance

Shares of IP stock opened at $40.14 on Monday. The firm has a market capitalization of $21.26 billion, a PE ratio of -6.16 and a beta of 0.94. The company has a 50 day moving average price of $38.81 and a 200-day moving average price of $37.88. International Paper has a 52 week low of $29.26 and a 52 week high of $50.25. The company has a quick ratio of 0.84, a current ratio of 1.10 and a debt-to-equity ratio of 0.57.

International Paper Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, September 15th. Stockholders of record on Friday, August 14th will be paid 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 4.6%. International Paper’s dividend payout ratio is -28.37%.

Insider Buying and Selling at International Paper

In related news, VP William Thomas Hamic sold 24,500 shares of International Paper stock in a transaction on Friday, August 7th. The shares were sold at an average price of $41.20, for a total transaction of $1,009,400.00. Following the transaction, the vice president owned 106,952 shares in the company, valued at approximately $4,406,422.40. The trade was a 18.64% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, CAO Holly G. Goughnour sold 3,500 shares of the company’s stock in a transaction on Tuesday, August 4th. The stock was sold at an average price of $41.96, for a total transaction of $146,860.00. Following the completion of the transaction, the chief accounting officer directly owned 34,248 shares of the company’s stock, valued at $1,437,046.08. This represents a 9.27% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. 0.21% of the stock is owned by company insiders.

Institutional Inflows and Outflows

Large investors have recently added to or reduced their stakes in the business. BlackRock Inc. purchased a new position in International Paper during the second quarter valued at $1,940,896,000. Bank of New York Mellon Corp purchased a new position in shares of International Paper during the second quarter valued at about $689,498,000. Capital International Investors increased its holdings in shares of International Paper by 29.4% in the fourth quarter. Capital International Investors now owns 63,413,335 shares of the basic materials company’s stock worth $2,498,013,000 after purchasing an additional 14,422,616 shares during the last quarter. Atlas FRM LLC purchased a new stake in shares of International Paper in the second quarter worth about $374,904,000,000. Finally, Franklin Resources Inc. boosted its stake in International Paper by 81.6% during the fourth quarter. Franklin Resources Inc. now owns 14,832,952 shares of the basic materials company’s stock valued at $584,270,000 after buying an additional 6,663,986 shares during the last quarter. 81.95% of the stock is owned by hedge funds and other institutional investors.

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.