Research Analysts Issue Forecasts for IP FY2026 Earnings

Key Points

• Zacks Research lowered International Paper’s FY2026 EPS forecast to $1.32 from $1.34 and maintained a “Hold” rating, versus a consensus estimate of $1.34.
• Analyst sentiment is more positive overall, with nine Buy, four Hold and one Sell rating; the stock has a “Moderate Buy” consensus and an average price target of $48.75.
• International Paper’s latest quarterly EPS of $0.04 exceeded expectations, but revenue fell 11.3% year over year to $6 billion. The company also declared a quarterly dividend of $0.4625 per share, implying a 4.5% yield.

International Paper Company (NYSE:IP - Free Report) - Analysts at Zacks Research cut their FY2026 earnings per share (EPS) estimates for shares of International Paper in a research note issued on Thursday, August 13th. Zacks Research analyst Team now expects that the basic materials company will post earnings per share of $1.32 for the year, down from their previous forecast of $1.34. Zacks Research currently has a "Hold" rating on the stock. The consensus estimate for International Paper's current full-year earnings is $1.34 per share. Zacks Research also issued estimates for International Paper's Q2 2027 earnings at $0.67 EPS, Q3 2027 earnings at $0.72 EPS, Q4 2027 earnings at $0.75 EPS and Q2 2028 earnings at $0.78 EPS.

IP has been the topic of a number of other research reports. Wells Fargo & Company boosted their price objective on shares of International Paper from $42.00 to $46.00 and gave the company an "overweight" rating in a research report on Friday, July 31st. JPMorgan Chase & Co. raised shares of International Paper from a "neutral" rating to an "overweight" rating and lifted their price target for the stock from $51.00 to $61.00 in a research note on Tuesday, July 28th. Royal Bank Of Canada upped their price target on shares of International Paper from $48.00 to $52.00 and gave the company an "outperform" rating in a report on Friday, July 31st. UBS Group raised their price objective on shares of International Paper from $40.00 to $47.00 and gave the stock a "neutral" rating in a research note on Friday, July 31st. Finally, Seaport Research Partners restated a "buy" rating and set a $46.00 target price on shares of International Paper in a research report on Wednesday. Nine research analysts have rated the stock with a Buy rating, four have given a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, International Paper presently has an average rating of "Moderate Buy" and an average price target of $48.75.

International Paper Stock Down 0.0%

Shares of IP opened at $40.73 on Monday. The company has a quick ratio of 0.84, a current ratio of 1.10 and a debt-to-equity ratio of 0.57. The business has a fifty day moving average of $38.54 and a 200 day moving average of $37.91. The company has a market cap of $21.57 billion, a PE ratio of -6.25 and a beta of 0.94. International Paper has a 52-week low of $29.26 and a 52-week high of $50.25.

International Paper (NYSE:IP - Get Free Report) last released its earnings results on Thursday, July 30th. The basic materials company reported $0.04 earnings per share for the quarter, beating the consensus estimate of ($0.04) by $0.08. International Paper had a negative return on equity of 1.09% and a negative net margin of 14.20%.The firm had revenue of $6 billion for the quarter, compared to the consensus estimate of $6.19 billion. During the same quarter in the previous year, the company posted $0.20 EPS. The company's revenue for the quarter was down 11.3% compared to the same quarter last year.

International Paper Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, September 15th. Shareholders of record on Friday, August 14th will be issued a dividend of $0.4625 per share. This represents a $1.85 annualized dividend and a yield of 4.5%. The ex-dividend date is Friday, August 14th. International Paper's dividend payout ratio (DPR) is presently -28.37%.

Insider Buying and Selling at International Paper

In other International Paper news, VP William Thomas Hamic sold 24,500 shares of International Paper stock in a transaction on Friday, August 7th. The stock was sold at an average price of $41.20, for a total transaction of $1,009,400.00. Following the completion of the sale, the vice president directly owned 106,952 shares of the company's stock, valued at $4,406,422.40. The trade was a 18.64% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, CAO Holly G. Goughnour sold 3,500 shares of International Paper stock in a transaction on Tuesday, August 4th. The shares were sold at an average price of $41.96, for a total value of $146,860.00. Following the sale, the chief accounting officer directly owned 34,248 shares of the company's stock, valued at approximately $1,437,046.08. This trade represents a 9.27% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Company insiders own 0.21% of the company's stock.

Institutional Trading of International Paper

Several institutional investors and hedge funds have recently made changes to their positions in IP. DNB Asset Management AS grew its position in shares of International Paper by 144.2% in the 4th quarter. DNB Asset Management AS now owns 258,920 shares of the basic materials company's stock worth $10,199,000 after buying an additional 152,907 shares during the last quarter. D.A. Davidson & CO. lifted its position in International Paper by 29.6% during the first quarter. D.A. Davidson & CO. now owns 137,856 shares of the basic materials company's stock valued at $4,921,000 after acquiring an additional 31,518 shares during the last quarter. Bellwether Advisors LLC purchased a new stake in International Paper during the first quarter valued at approximately $2,615,000. Norges Bank acquired a new stake in International Paper in the fourth quarter valued at approximately $250,093,000. Finally, Franklin Resources Inc. boosted its stake in 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 valued at $584,270,000 after acquiring an additional 6,663,986 shares in the last quarter. 81.95% of the stock is currently owned by institutional investors.

International Paper Company Profile

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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