Sylvamo (NYSE:SLVM) Shares Down 6.3% – Should You Sell?

Sylvamo Corporation (NYSE:SLVM) shares were down 6.3% on Friday . The stock traded as low as $51.13 and last traded at $51.31. Approximately 359,077 shares traded hands during mid-day trading, an increase of 23% from the average daily volume of 292,483 shares. The stock had previously closed at $54.74.

Key Sylvamo News

Here are the key news stories impacting Sylvamo this week:

• Positive Sentiment: Reported EPS and revenue above some estimates: several outlets and the company press release/slide deck reported quarterly revenue of ~$890M and an EPS figure cited as $1.08, which would top the $1.05 consensus and is presented as a positive beat. Read More.
• Positive Sentiment: Third-party coverage highlighting the beat and better-than-expected revenue/performance metrics (net margin, ROE) that some investors could take as supportive of valuation. Read More.
• Neutral Sentiment: Company slide deck and investor presentation posted alongside the release — provides detail on segments, cash flow, and management commentary useful for modeling but contains no clear, upbeat guidance. Read More.
• Neutral Sentiment: Analyst/summary takes highlighting management themes (navigating volatile 2026) — helpful context but not a catalyst by itself. Read More.
• Negative Sentiment: Multiple earnings-call transcripts report an EPS miss (quoted EPS ~$0.825 vs. $1.05 consensus), and call remarks emphasize lower volumes and margin pressure — these takeaways likely triggered the negative market reaction. Read More.
• Negative Sentiment: Additional transcripts corroborate the miss and show management warning about 2026 volatility and year-over-year declines in revenue/EPS, increasing investor concern over near-term earnings momentum. Read More.

Wall Street Analysts Forecast Growth

Several equities analysts recently issued reports on SLVM shares. Royal Bank Of Canada reissued a “sector perform” rating and set a $53.00 price target on shares of Sylvamo in a report on Thursday, December 18th. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Sylvamo in a report on Wednesday, January 21st. Finally, Bank of America upgraded Sylvamo from an “underperform” rating to a “buy” rating and increased their price target for the stock from $41.00 to $59.00 in a research report on Monday, November 17th. One research analyst has rated the stock with a Buy rating, two have given a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat, the company presently has an average rating of “Hold” and an average price target of $56.00.

Sylvamo Price Performance

The stock has a market capitalization of $2.03 billion, a P/E ratio of 11.80 and a beta of 0.95. The company has a debt-to-equity ratio of 0.80, a quick ratio of 0.85 and a current ratio of 1.52. The stock has a 50-day simple moving average of $49.94 and a 200 day simple moving average of $46.29.

Sylvamo (NYSE:SLVM) last released its earnings results on Thursday, February 12th. The company reported $1.08 earnings per share for the quarter, topping analysts’ consensus estimates of $1.05 by $0.03. The company had revenue of $890.00 million during the quarter, compared to the consensus estimate of $858.76 million. Sylvamo had a return on equity of 19.72% and a net margin of 5.25%.The firm’s quarterly revenue was down 8.2% on a year-over-year basis. During the same quarter in the previous year, the company posted $1.96 earnings per share. On average, equities analysts forecast that Sylvamo Corporation will post 7.45 earnings per share for the current fiscal year.

Sylvamo Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Friday, January 23rd. Stockholders of record on Monday, January 5th were given a dividend of $0.45 per share. The ex-dividend date was Monday, January 5th. This represents a $1.80 annualized dividend and a dividend yield of 3.5%. Sylvamo’s payout ratio is currently 41.19%.

Institutional Inflows and Outflows

Large investors have recently made changes to their positions in the stock. Royal Bank of Canada boosted its position in shares of Sylvamo by 49.4% in the 1st quarter. Royal Bank of Canada now owns 22,853 shares of the company’s stock worth $1,532,000 after purchasing an additional 7,556 shares during the last quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. lifted its stake in Sylvamo by 4.5% in the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 20,690 shares of the company’s stock valued at $1,388,000 after buying an additional 893 shares during the period. Empowered Funds LLC boosted its holdings in Sylvamo by 16.9% during the first quarter. Empowered Funds LLC now owns 17,730 shares of the company’s stock worth $1,189,000 after buying an additional 2,557 shares during the last quarter. Intech Investment Management LLC grew its position in shares of Sylvamo by 25.9% during the 1st quarter. Intech Investment Management LLC now owns 18,140 shares of the company’s stock worth $1,217,000 after buying an additional 3,727 shares during the period. Finally, KLP Kapitalforvaltning AS increased its stake in shares of Sylvamo by 8.6% in the 2nd quarter. KLP Kapitalforvaltning AS now owns 11,400 shares of the company’s stock valued at $571,000 after acquiring an additional 900 shares during the last quarter. Institutional investors and hedge funds own 91.16% of the company’s stock.

About Sylvamo

Sylvamo Corporation, trading on the New York Stock Exchange under the ticker SLVM, is a leading global producer of uncoated freesheet paper. The company was established in October 2021 through a spin-off from International Paper, creating an independent entity focused exclusively on the development, manufacturing and marketing of high-quality uncoated paper products. Headquartered in Memphis, Tennessee, Sylvamo draws on decades of industry experience inherited from its predecessor, positioning itself to meet evolving customer needs in paper-based communications and packaging applications.

The company’s core product portfolio includes office and digital print papers, direct mail and marketing materials, catalog and commercial printing papers, and a range of specialty and value-added grades.