International Paper (NYSE:IP) Price Target Lowered to $38.00 at Wells Fargo & Company

International Paper (NYSE:IP) had its target price decreased by Wells Fargo & Company from $40.00 to $38.00 in a note issued to investors on Friday,Benzinga reports. The firm presently has an “equal weight” rating on the basic materials company’s stock. Wells Fargo & Company‘s target price would indicate a potential upside of 11.54% from the stock’s current price.

Several other brokerages also recently commented on IP. Truist Financial set a $48.00 price target on shares of International Paper in a report on Thursday, February 26th. Argus lowered their price objective on International Paper from $55.00 to $50.00 and set a “buy” rating on the stock in a research report on Monday, December 22nd. UBS Group lowered International Paper from a “buy” rating to a “neutral” rating and dropped their price objective for the company from $51.00 to $44.00 in a research note on Monday, February 2nd. Zacks Research upgraded International Paper from a “strong sell” rating to a “hold” rating in a research report on Friday, March 13th. Finally, Weiss Ratings restated a “sell (d+)” rating on shares of International Paper in a research note on Monday, December 29th. Eight investment analysts have rated the stock with a Buy rating, four have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat, International Paper presently has a consensus rating of “Moderate Buy” and a consensus target price of $48.06.

International Paper Price Performance

Shares of IP traded up $0.07 during midday trading on Friday, hitting $34.07. 1,959,370 shares of the company traded hands, compared to its average volume of 6,985,005. The stock has a 50-day moving average of $42.80 and a 200-day moving average of $42.54. International Paper has a one year low of $33.65 and a one year high of $56.64. The firm has a market cap of $18.04 billion, a P/E ratio of -5.09 and a beta of 1.09. The company has a debt-to-equity ratio of 0.60, a current ratio of 1.28 and a quick ratio of 1.02.

International Paper (NYSE:IP) last released its quarterly earnings data on Thursday, January 29th. The basic materials company reported ($0.08) EPS for the quarter, missing analysts’ consensus estimates of $0.28 by ($0.36). The firm had revenue of $6.01 billion during the quarter, compared to the consensus estimate of $5.90 billion. International Paper had a negative net margin of 14.12% and a negative return on equity of 0.35%. International Paper’s revenue was up 53.1% compared to the same quarter last year. During the same quarter last year, the business posted ($0.02) earnings per share. As a group, sell-side analysts predict that International Paper will post 2.77 EPS for the current fiscal year.

Insider Buying and Selling at International Paper

In related news, CEO Andrew K. Silvernail acquired 50,000 shares of the company’s stock in a transaction dated Friday, January 30th. The stock was bought at an average cost of $39.98 per share, with a total value of $1,999,000.00. Following the acquisition, the chief executive officer owned 50,000 shares of the company’s stock, valued at approximately $1,999,000. The trade was a ∞ increase in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, Director Anders Gustafsson bought 13,217 shares of the business’s stock in a transaction that occurred on Thursday, March 12th. The stock was bought at an average price 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 of the company’s stock, valued at $987,060.36. This represents a 102.66% increase in their position. The SEC filing for this purchase provides additional information. In the last 90 days, insiders have bought 76,092 shares of company stock worth $2,999,064. Corporate insiders own 0.35% of the company’s stock.

Institutional Investors Weigh In On International Paper

Hedge funds have recently made changes to their positions in the business. Vanguard Group Inc. raised its position in International Paper by 0.5% in the 4th quarter. Vanguard Group Inc. now owns 64,357,913 shares of the basic materials company’s stock worth $2,535,058,000 after purchasing an additional 310,834 shares during the period. Capital International Investors boosted its position in International Paper by 29.4% during the fourth quarter. Capital International Investors now owns 63,413,335 shares of the basic materials company’s stock valued at $2,498,013,000 after buying an additional 14,422,616 shares during the period. Capital Research Global Investors boosted its position in International Paper by 0.4% during the fourth quarter. Capital Research Global Investors now owns 54,535,444 shares of the basic materials company’s stock valued at $2,148,154,000 after buying an additional 204,654 shares during the period. State Street Corp grew its stake in shares of International Paper by 1.3% during the fourth quarter. State Street Corp now owns 30,009,733 shares of the basic materials company’s stock valued at $1,182,083,000 after buying an additional 397,673 shares during the last quarter. Finally, Franklin Resources Inc. increased its holdings in shares of International Paper by 81.6% in the fourth quarter. Franklin Resources Inc. now owns 14,832,952 shares of the basic materials company’s stock worth $584,270,000 after buying an additional 6,663,986 shares during the period. 81.95% of the stock is currently owned by institutional investors.

Key Headlines Impacting International Paper

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

• Positive Sentiment: International Paper announced plans to build a new 468,000 sq. ft. sustainable packaging facility in Rankin County, Mississippi — a capacity/capex move that supports future revenue growth and ESG positioning. Article Title
• Positive Sentiment: Zacks Research nudged up some later-quarter EPS estimates (Q4 2026 and Q4 2027), which modestly improves longer‑term earnings visibility and offsets some near‑term weakness in forecasts. (No direct link available)
• Neutral Sentiment: Aggregate analyst view remains mixed: separate coverage notes show a consensus rating around “Moderate Buy” from some outlets while Zacks maintains “Hold” — signaling no clear, broad analyst conviction to drive a sustained re‑rating. Article Title
• Negative Sentiment: Zacks trimmed several near‑term quarter estimates (Q1 2026, Q2 2026, Q3 2026, Q1 2027 and portions of 2027), which signals pressure on near‑term margins or volumes and can weigh on short‑term stock performance; Zacks still keeps a “Hold.” (No direct link available)
• Negative Sentiment: Coverage highlights that IP has materially underperformed the S&P 500 over the past year, a performance drag that keeps some investors cautious despite project announcements and small estimate tweaks. Article Title

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.