M&G PLC Sells 37,094 Shares of International Paper Company $IP

M&G PLC reduced its position in International Paper Company (NYSE:IP) by 1.2% in the 3rd quarter, according to its most recent filing with the SEC. The firm owned 3,182,976 shares of the basic materials company’s stock after selling 37,094 shares during the period. M&G PLC owned 0.60% of International Paper worth $145,310,000 at the end of the most recent reporting period.

Several other large investors have also made changes to their positions in the company. Bank of New York Mellon Corp grew its holdings in shares of International Paper by 9.3% in the 2nd quarter. Bank of New York Mellon Corp now owns 18,737,896 shares of the basic materials company’s stock valued at $877,496,000 after buying an additional 1,592,411 shares during the period. AE Wealth Management LLC lifted its holdings in International Paper by 8.5% during the third quarter. AE Wealth Management LLC now owns 332,310 shares of the basic materials company’s stock worth $15,419,000 after acquiring an additional 26,146 shares in the last quarter. Westfield Capital Management Co. LP lifted its holdings in International Paper by 9.7% during the second quarter. Westfield Capital Management Co. LP now owns 2,323,693 shares of the basic materials company’s stock worth $108,819,000 after acquiring an additional 205,888 shares in the last quarter. Caprock Group LLC acquired a new position in International Paper in the third quarter valued at about $2,340,000. Finally, Norges Bank bought a new stake in shares of International Paper in the second quarter worth about $281,735,000. Institutional investors and hedge funds own 81.95% of the company’s stock.

Wall Street Analyst Weigh In

IP has been the subject of several research analyst reports. Truist Financial decreased their price objective on International Paper from $50.00 to $48.00 and set a “buy” rating for the company in a research report on Friday, January 30th. Argus reduced their price target on shares of International Paper from $55.00 to $50.00 and set a “buy” rating for the company in a report on Monday, December 22nd. Jefferies Financial Group increased their price objective on shares of International Paper from $47.00 to $48.00 and gave the stock a “buy” rating in a research report on Thursday, January 22nd. Stifel Nicolaus cut their price objective on shares of International Paper from $51.80 to $50.70 and set a “buy” rating on the stock in a research report on Monday, February 9th. Finally, Weiss Ratings reaffirmed a “sell (d+)” rating on shares of International Paper in a research note on Monday, December 29th. Eight analysts have rated the stock with a Buy rating, three have assigned a Hold rating and two have issued a Sell rating to the company. According to data from MarketBeat.com, International Paper has an average rating of “Hold” and an average price target of $48.25.

International Paper Stock Performance

Shares of IP stock opened at $49.17 on Monday. International Paper Company has a 12 month low of $35.56 and a 12 month high of $57.55. The company’s fifty day simple moving average is $41.67 and its 200-day simple moving average is $43.48. The firm has a market cap of $25.96 billion, a PE ratio of -7.33 and a beta of 1.11. The company has a quick ratio of 1.02, a current ratio of 1.28 and a debt-to-equity ratio of 0.60.

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 analysts’ consensus estimates 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 business had revenue of $6.01 billion during the quarter, compared to the consensus estimate of $5.90 billion. During the same period last year, the business posted ($0.02) EPS. The firm’s revenue for the quarter was up 53.1% on a year-over-year basis. Equities research analysts expect that International Paper Company will post 2.77 EPS for the current fiscal year.

Key Stories Impacting International Paper

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

• Neutral Sentiment: Yahoo Finance asks whether investors should reassess IP after a recent share-price surge, highlighting valuation and momentum questions that could prompt profit-taking or rotation by short-term holders. Is It Time To Reassess International Paper (IP) After Its Recent Share Price Surge
• Neutral Sentiment: Yahoo Finance reports International Paper has adjusted executive compensation metrics; governance/compensation changes can affect investor perception but are unlikely to move fundamentals immediately. International Paper Tweaks Executive Pay As Valuation And Momentum Draw Focus
• Negative Sentiment: Zacks Research cut multiple near‑ and medium‑term EPS forecasts for IP (notably Q1–Q3 2026/2027 and full‑year projections) and upgraded its downside view into a “Strong Sell.” The firm trimmed FY2026 and FY2027 estimates materially and lowered several quarterly forecasts, signaling weaker-than-expected earnings trajectory and raising downside risk to the stock. Zacks Research Issues Pessimistic Outlook for IP Earnings

Insider Transactions at International Paper

In related news, CEO Andrew K. Silvernail purchased 50,000 shares of the stock in a transaction on Friday, January 30th. The shares were purchased at an average price of $39.98 per share, with a total value of $1,999,000.00. Following the transaction, the chief executive officer directly owned 50,000 shares of the company’s stock, valued at $1,999,000. This trade represents a ∞ 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. Also, SVP Clay R. Ellis sold 18,819 shares of the 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 SEC filing for this sale provides additional information. 0.55% of the stock is currently owned by insiders.

International Paper 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.