Zacks Research Issues Pessimistic Outlook for IP Earnings

International Paper (NYSE:IP) – Analysts at Zacks Research lowered their Q2 2025 earnings per share (EPS) estimates for International Paper in a note issued to investors on Thursday, June 5th. Zacks Research analyst M. Das now expects that the basic materials company will earn $0.38 per share for the quarter, down from their previous estimate of $0.46. 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 Q3 2025 earnings at $0.64 EPS, Q4 2025 earnings at $0.71 EPS, Q1 2026 earnings at $0.69 EPS, Q2 2026 earnings at $0.76 EPS, Q3 2026 earnings at $0.88 EPS, Q4 2026 earnings at $0.85 EPS and FY2026 earnings at $3.17 EPS.

Other research analysts have also issued reports about the company. JPMorgan Chase & Co. started coverage on International Paper in a research note on Thursday, March 20th. They set an “overweight” rating and a $59.00 price objective for the company. Citigroup started coverage on International Paper in a research note on Wednesday, March 5th. They set a “buy” rating and a $60.00 price objective for the company. Bank of America started coverage on International Paper in a research note on Thursday, February 13th. They set a “neutral” rating for the company. Wall Street Zen lowered International Paper from a “hold” rating to a “sell” rating in a research note on Monday, May 5th. Finally, Wells Fargo & Company reiterated an “underweight” rating and set a $40.00 price objective (down from $45.00) on shares of International Paper in a research note on Friday, May 9th. Three equities research analysts have rated the stock with a sell rating, two have given a hold rating, six have given a buy rating and one has issued a strong buy rating to the company’s stock. According to MarketBeat, the stock has a consensus rating of “Hold” and an average target price of $54.54.

International Paper Stock Performance

Shares of NYSE IP opened at $47.60 on Monday. The business has a fifty day simple moving average of $47.15 and a 200 day simple moving average of $52.31. The company has a current ratio of 1.49, a quick ratio of 1.08 and a debt-to-equity ratio of 0.66. The firm has a market capitalization of $25.13 billion, a price-to-earnings ratio of 30.32, a PEG ratio of 0.39 and a beta of 1.04. International Paper has a one year low of $41.50 and a one year high of $60.36.

International Paper (NYSE:IP) last issued its earnings results on Wednesday, April 30th. The basic materials company reported $0.23 EPS for the quarter, missing analysts’ consensus estimates of $0.35 by ($0.12). The firm had revenue of $5.90 billion during the quarter, compared to analyst estimates of $6.38 billion. International Paper had a net margin of 2.99% and a return on equity of 4.75%. The business’s revenue for the quarter was up 27.8% compared to the same quarter last year. During the same quarter in the previous year, the company posted $0.17 earnings per share.

Hedge Funds Weigh In On International Paper

Large investors have recently bought and sold shares of the business. Stratos Wealth Partners LTD. boosted its holdings in International Paper by 76.5% during the fourth quarter. Stratos Wealth Partners LTD. now owns 13,792 shares of the basic materials company’s stock worth $742,000 after buying an additional 5,980 shares during the last quarter. Mirae Asset Global Investments Co. Ltd. increased its position in shares of International Paper by 26.7% during the 4th quarter. Mirae Asset Global Investments Co. Ltd. now owns 41,106 shares of the basic materials company’s stock worth $2,232,000 after purchasing an additional 8,669 shares during the last quarter. Bleakley Financial Group LLC increased its position in shares of International Paper by 12.9% during the 4th quarter. Bleakley Financial Group LLC now owns 6,100 shares of the basic materials company’s stock worth $328,000 after purchasing an additional 698 shares during the last quarter. Strategic Financial Concepts LLC acquired a new position in shares of International Paper during the 4th quarter worth approximately $788,000. Finally, Sumitomo Mitsui DS Asset Management Company Ltd increased its position in shares of International Paper by 1.7% during the 4th quarter. Sumitomo Mitsui DS Asset Management Company Ltd now owns 43,070 shares of the basic materials company’s stock worth $2,318,000 after purchasing an additional 715 shares during the last quarter. 81.95% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity

In related news, CAO Holly G. Goughnour sold 7,500 shares of the stock in a transaction that occurred on Monday, May 5th. The shares were sold at an average price of $44.85, for a total value of $336,375.00. Following the transaction, the chief accounting officer now directly owns 31,525 shares in the company, valued at $1,413,896.25. This represents a 19.22% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at the SEC website. 0.35% of the stock is currently owned by corporate insiders.

International Paper Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Friday, June 13th. Stockholders of record on Friday, May 23rd will be paid a $0.4625 dividend. The ex-dividend date of this dividend is Friday, May 23rd. This represents a $1.85 dividend on an annualized basis and a dividend yield of 3.89%. International Paper’s dividend payout ratio (DPR) is presently 158.12%.

International Paper Company Profile

International Paper Company produces and sells renewable fiber-based packaging and pulp products in North America, Latin America, Europe, and North Africa. It operates through two segments, Industrial Packaging and Global Cellulose Fibers. The company offers linerboard, medium, whitetop, recycled linerboard, recycled medium and saturating kraft; and pulp for a range of applications, such as diapers, towel and tissue products, feminine care, incontinence, and other personal care products, as well as specialty pulps for use in textiles, construction materials, paints, coatings, and others.