Q3 EPS Forecast for International Paper Reduced by Analyst

International Paper Company (NYSE:IP) – Zacks Research decreased their Q3 2026 earnings per share (EPS) estimates for International Paper in a report released on Thursday, February 12th. Zacks Research analyst Team now forecasts that the basic materials company will earn $0.59 per share for the quarter, down from their previous forecast of $0.66. Zacks Research currently has a “Strong Sell” rating on the stock. The consensus estimate for International Paper’s current full-year earnings is $2.77 per share. Zacks Research also issued estimates for International Paper’s FY2028 earnings at $3.41 EPS.

A number of other brokerages have also recently weighed in on IP. Jefferies Financial Group upped their price target 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. Argus decreased their target price on International Paper from $55.00 to $50.00 and set a “buy” rating for the company in a research report on Monday, December 22nd. BNP Paribas Exane upgraded International Paper from a “strong sell” rating to an “outperform” rating and set a $44.00 target price for the company in a research note on Monday, November 24th. JPMorgan Chase & Co. boosted their price target on International Paper from $45.00 to $48.00 and gave the stock a “neutral” rating in a research report on Friday, January 30th. Finally, Wall Street Zen downgraded shares of International Paper from a “hold” rating to a “sell” rating in a research report on Saturday, October 18th. Eight analysts have rated the stock with a Buy rating, three have given a Hold rating and two have issued a Sell rating to the stock. According to MarketBeat.com, the stock currently has an average rating of “Hold” and a consensus price target of $48.25.

International Paper Stock Performance

NYSE:IP opened at $49.18 on Friday. The company has a market cap of $25.97 billion, a P/E ratio of -7.33 and a beta of 1.11. International Paper has a fifty-two week low of $35.56 and a fifty-two week high of $57.55. The company has a quick ratio of 1.02, a current ratio of 1.28 and a debt-to-equity ratio of 0.60. The firm’s 50 day moving average is $41.47 and its two-hundred day moving average is $43.67.

International Paper (NYSE:IP) last announced 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 for the quarter, compared to analysts’ expectations of $5.90 billion. International Paper had a negative return on equity of 0.35% and a negative net margin of 14.12%.The firm’s quarterly revenue was up 53.1% compared to the same quarter last year. During the same quarter in the previous year, the company posted ($0.02) EPS.

Institutional Investors Weigh In On International Paper

A number of institutional investors have recently made changes to their positions in the company. Advisors Asset Management Inc. lifted its stake in International Paper by 67.6% during the fourth quarter. Advisors Asset Management Inc. now owns 43,322 shares of the basic materials company’s stock worth $1,706,000 after purchasing an additional 17,473 shares during the last quarter. Brooklyn Investment Group increased its stake in International Paper by 4.9% during the fourth quarter. Brooklyn Investment Group now owns 7,002 shares of the basic materials company’s stock valued at $279,000 after purchasing an additional 329 shares during the last quarter. Orion Porfolio Solutions LLC raised its holdings in shares of International Paper by 17.9% during the fourth quarter. Orion Porfolio Solutions LLC now owns 19,745 shares of the basic materials company’s stock worth $778,000 after purchasing an additional 2,997 shares during the period. Fortress Private Ledger LLC bought a new position in shares of International Paper in the 4th quarter worth about $228,000. Finally, Atlas FRM LLC boosted its holdings in shares of International Paper by 56.3% in the 4th quarter. Atlas FRM LLC now owns 5,000,000 shares of the basic materials company’s stock valued at $196,950,000 after buying an additional 1,800,000 shares during the period. 81.95% of the stock is currently owned by institutional investors.

Insider Activity

In related news, CEO Andrew K. Silvernail bought 50,000 shares of the business’s stock in a transaction dated Friday, January 30th. The shares were acquired at an average price of $39.98 per share, for a total transaction of $1,999,000.00. Following the purchase, the chief executive officer owned 50,000 shares in the company, valued at $1,999,000. This trade represents a ∞ increase in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through this link. Also, SVP Clay R. Ellis sold 18,819 shares of the stock in a transaction dated Tuesday, November 18th. The stock was sold at an average price of $36.85, for a total transaction of $693,480.15. Additional details regarding this sale are available in the official SEC disclosure. 0.35% of the stock is currently owned by insiders.

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.