Equities Analysts Issue Forecasts for Sylvamo Q1 Earnings

Key Points

• Sidoti lowered its Q1 2026 EPS estimate for Sylvamo to ($0.26) from ($0.20) and projects FY2027 EPS of $5.65, while the current consensus full-year estimate is $2.75.
• Sylvamo's most recent quarter (reported Feb. 12) delivered EPS of $1.08, beating estimates, but revenue declined 8.2% year-over-year to $890 million.
• Dividend announced: Sylvamo declared a $0.45 quarterly payout (annualized $1.80, 4.2% yield, 55.21% payout ratio); the stock trades around $43 with a consensus analyst rating of "Hold" and a $54.33 price target.

Sylvamo Corporation (NYSE:SLVM - Free Report) - Research analysts at Sidoti lowered their Q1 2026 earnings per share (EPS) estimates for shares of Sylvamo in a note issued to investors on Friday, April 24th. Sidoti analyst D. Harriman now expects that the company will earn ($0.26) per share for the quarter, down from their previous forecast of ($0.20). The consensus estimate for Sylvamo's current full-year earnings is $2.75 per share. Sidoti also issued estimates for Sylvamo's Q2 2026 earnings at $0.68 EPS, Q3 2026 earnings at $1.64 EPS, Q1 2027 earnings at $0.93 EPS, Q2 2027 earnings at $1.17 EPS, Q3 2027 earnings at $2.05 EPS and FY2027 earnings at $5.65 EPS.

Sylvamo (NYSE:SLVM - Get Free Report) last released its earnings results on Thursday, February 12th. The company reported $1.08 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $1.05 by $0.03. Sylvamo had a return on equity of 15.12% and a net margin of 3.94%.The firm had revenue of $890.00 million for the quarter, compared to analyst estimates of $858.76 million. During the same quarter last year, the firm posted $1.96 EPS. The company's revenue was down 8.2% on a year-over-year basis.

Other equities analysts have also issued research reports about the stock. Weiss Ratings reaffirmed a "hold (c)" rating on shares of Sylvamo in a research report on Wednesday, January 21st. Truist Financial began coverage on shares of Sylvamo in a research report on Monday, March 30th. They issued a "buy" rating and a $54.00 price target on the stock. Finally, Royal Bank Of Canada set a $50.00 price target on shares of Sylvamo in a research report on Thursday, April 16th. Two equities research analysts have rated the stock with a Buy rating, two have given a Hold rating and one has assigned a Sell rating to the company's stock. According to data from MarketBeat.com, the stock presently has a consensus rating of "Hold" and a consensus price target of $54.33.

Sylvamo Stock Up 4.6%

SLVM opened at $43.09 on Tuesday. The business has a 50 day moving average of $43.04 and a 200-day moving average of $45.90. The stock has a market capitalization of $1.71 billion, a price-to-earnings ratio of 13.22, a P/E/G ratio of 0.50 and a beta of 0.99. The company has a current ratio of 1.50, a quick ratio of 0.92 and a debt-to-equity ratio of 0.79. Sylvamo has a 1-year low of $37.09 and a 1-year high of $61.31.

Institutional Investors Weigh In On Sylvamo

Institutional investors have recently bought and sold shares of the business. Millennium Management LLC increased its holdings in Sylvamo by 605.9% in the 4th quarter. Millennium Management LLC now owns 2,233,209 shares of the company's stock valued at $107,529,000 after buying an additional 1,916,829 shares during the period. Nomura Holdings Inc. boosted its position in shares of Sylvamo by 34.1% during the 3rd quarter. Nomura Holdings Inc. now owns 2,150,000 shares of the company's stock valued at $95,073,000 after acquiring an additional 546,336 shares in the last quarter. State Street Corp boosted its position in shares of Sylvamo by 2.6% during the 4th quarter. State Street Corp now owns 1,341,850 shares of the company's stock valued at $64,610,000 after acquiring an additional 34,551 shares in the last quarter. American Century Companies Inc. increased its stake in Sylvamo by 7.2% in the third quarter. American Century Companies Inc. now owns 1,290,957 shares of the company's stock valued at $57,086,000 after acquiring an additional 87,095 shares during the period. Finally, Wasatch Advisors LP raised its position in Sylvamo by 12.5% in the third quarter. Wasatch Advisors LP now owns 941,999 shares of the company's stock worth $41,655,000 after purchasing an additional 104,778 shares in the last quarter. Institutional investors and hedge funds own 91.16% of the company's stock.

Insider Buying and Selling at Sylvamo

In other news, SVP Rodrigo Davoli sold 3,250 shares of the business's stock in a transaction that occurred on Wednesday, March 4th. The stock was sold at an average price of $46.46, for a total transaction of $150,995.00. Following the sale, the senior vice president directly owned 46,484 shares in the company, valued at approximately $2,159,646.64. The trade was a 6.53% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. Insiders own 0.81% of the company's stock.

Sylvamo Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, April 28th. Stockholders of record on Tuesday, April 7th will be issued a dividend of $0.45 per share. This represents a $1.80 annualized dividend and a dividend yield of 4.2%. The ex-dividend date of this dividend is Tuesday, April 7th. Sylvamo's dividend payout ratio (DPR) is presently 55.21%.

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.

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