International Paper (NYSE:IP) Price Target Lowered to $43.00 at JPMorgan Chase & Co.

Key Points

• JPMorgan cut its price target on International Paper from $46 to $43 and kept a "neutral" rating, which the note says implies roughly a 36% upside from the stock's current price.
• Q1 results missed expectations (EPS $0.15 vs. $0.18; revenue slightly below), and management flagged higher costs and reduced near‑term EBITDA guidance, triggering analyst cuts and elevated downside risk.
• The company bolstered liquidity by netting $1.1B from the Global Cellulose Fibers sale (using $660M to pay down debt) and set full‑year adjusted EBITDA guidance of $3.2B–$3.5B with a free cash flow target of $300M–$500M.

International Paper (NYSE:IP - Get Free Report) had its target price decreased by analysts at JPMorgan Chase & Co. from $46.00 to $43.00 in a note issued to investors on Friday,Benzinga reports. The brokerage currently has a "neutral" rating on the basic materials company's stock. JPMorgan Chase & Co.'s price objective would suggest a potential upside of 36.05% from the stock's current price.

Other equities analysts have also issued research reports about the stock. Royal Bank Of Canada decreased their price objective on shares of International Paper from $48.00 to $45.00 and set an "outperform" rating for the company in a research note on Friday. Deutsche Bank Aktiengesellschaft initiated coverage on International Paper in a report on Wednesday, April 1st. They issued a "hold" rating and a $38.00 target price for the company. Stifel Nicolaus decreased their target price on International Paper from $51.80 to $50.70 and set a "buy" rating for the company in a research report on Monday, February 9th. Zacks Research downgraded International Paper from a "hold" rating to a "strong sell" rating in a report on Thursday, April 23rd. Finally, Weiss Ratings downgraded International Paper from a "sell (d+)" rating to a "sell (d)" rating in a research note on Monday. Eight investment analysts have rated the stock with a Buy rating, four have assigned a Hold rating and two have assigned a Sell rating to the company. According to data from MarketBeat.com, the company has a consensus rating of "Hold" and an average price target of $44.98.

International Paper Trading Up 3.9%

IP traded up $1.19 during trading on Friday, reaching $31.61. The company had a trading volume of 7,331,532 shares, compared to its average volume of 7,265,608. The company has a debt-to-equity ratio of 0.60, a quick ratio of 1.02 and a current ratio of 1.28. International Paper has a 12-month low of $29.45 and a 12-month high of $56.13. The company has a market cap of $16.73 billion, a price-to-earnings ratio of -4.71 and a beta of 1.14. The firm's 50-day simple moving average is $37.25 and its 200 day simple moving average is $40.12.

International Paper (NYSE:IP - Get Free Report) last announced its earnings results on Thursday, April 30th. The basic materials company reported $0.15 EPS for the quarter, missing the consensus estimate of $0.18 by ($0.03). The firm had revenue of $5.97 billion during the quarter, compared to analyst estimates of $6.02 billion. International Paper had a negative return on equity of 0.35% and a negative net margin of 14.12%.The business's quarterly revenue was up 13.4% compared to the same quarter last year. During the same quarter in the previous year, the business earned $0.17 earnings per share. Equities research analysts anticipate that International Paper will post 1.63 earnings per share for the current year.

Insider Buying and Selling at International Paper

In other news, Director Anders Gustafsson acquired 13,217 shares of the business's stock in a transaction that occurred on Thursday, March 12th. The stock was acquired at an average cost of $37.83 per share, for a total transaction of $499,999.11. Following the completion of the acquisition, the director owned 26,092 shares in the company, valued at approximately $987,060.36. The trade was a 102.66% increase in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Company insiders own 0.21% of the company's stock.

Institutional Inflows and Outflows

Several hedge funds have recently bought and sold shares of IP. McIlrath & Eck LLC grew its stake in shares of International Paper by 452.6% in the 4th quarter. McIlrath & Eck LLC now owns 641 shares of the basic materials company's stock valued at $25,000 after buying an additional 525 shares in the last quarter. MV Capital Management Inc. bought a new position in International Paper during the fourth quarter valued at approximately $25,000. Sound Income Strategies LLC lifted its stake in International Paper by 94.0% in the fourth quarter. Sound Income Strategies LLC now owns 710 shares of the basic materials company's stock valued at $31,000 after acquiring an additional 344 shares during the last quarter. DV Equities LLC acquired a new stake in International Paper in the fourth quarter valued at approximately $29,000. Finally, Ascentis Independent Advisors bought a new stake in International Paper in the first quarter worth approximately $28,000. 81.95% of the stock is owned by institutional investors and hedge funds.

Key International Paper News

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

• Positive Sentiment: Company received $1.1B net proceeds from the Global Cellulose Fibers sale, used $660M to pay down debt, and generated $611M of operating cash — supports balance sheet and liquidity. International Paper Reports First Quarter 2026 Results
• Positive Sentiment: Management set full-year adjusted EBITDA guidance of $3.2B–$3.5B and a free cash flow target of $300M–$500M, giving investors a clearer medium-term framework. International Paper forecasts $3.2B-$3.5B 2026 adjusted EBITDA
• Neutral Sentiment: Q1 adjusted EBITDA from continuing operations was $677M and revenue was up 13% year-over-year, but revenue missed some estimates — mixed operational read. International Paper Reports First Quarter 2026 Results
• Neutral Sentiment: Company filed an 8‑K and continues planning an EMEA separation; structural moves could unlock value but add execution risk and complexity. International Paper Files 8-K and Sets Call
• Negative Sentiment: Q1 EPS missed estimates ($0.15 vs. $0.18) and revenue slightly missed consensus; management flagged higher costs and issued downbeat Q2 adjusted EBITDA guidance ($520M–$570M), which triggered an earlier selloff. Q1 2026 Earnings Call Transcript
• Negative Sentiment: Analysts have flagged downside risk and some have cut estimates after management’s cost commentary and reduced near-term outlook. Reduced Outlook Still Has Downside Risk
• Neutral Sentiment: Unusually large options activity (big spikes in both call and put volume) suggests short-term speculative positioning and could amplify intraday moves. (Market data summarized from filings/news.)

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.

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