Sidoti Forecasts Sylvamo's Q4 Earnings (NYSE:SLVM)

Key Points

• Sidoti cut Q4 EPS forecast: Sidoti analyst D. Harriman lowered Sylvamo's Q4 2026 EPS estimate to $0.89 from $0.95, while the consensus full-year EPS remains $2.75.
• Latest quarter beat but showed weakness: On Feb. 12 Sylvamo reported $1.08 EPS (vs. $1.05 expected) and $890M revenue (vs. $858.8M expected), though revenue fell 8.2% year-over-year and EPS declined from $1.96 a year earlier.
• Dividend and market view: Sylvamo declared a $0.45 quarterly dividend (4.4% yield, $1.80 annualized), trades near $41.25, and has a consensus analyst rating of "Hold" with a $54.33 target price.

Sylvamo Corporation (NYSE:SLVM - Free Report) - Research analysts at Sidoti cut their Q4 2026 earnings per share (EPS) estimates for shares of Sylvamo in a research report issued to clients and investors on Friday, April 24th. Sidoti analyst D. Harriman now anticipates that the company will post earnings per share of $0.89 for the quarter, down from their prior estimate of $0.95. The consensus estimate for Sylvamo's current full-year earnings is $2.75 per share.

Sylvamo (NYSE:SLVM - Get Free Report) last issued its quarterly earnings results on Thursday, February 12th. The company reported $1.08 earnings per share for the quarter, topping 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 analysts' expectations of $858.76 million. During the same quarter last year, the business posted $1.96 EPS. Sylvamo's revenue was down 8.2% on a year-over-year basis.

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

Sylvamo Trading Up 0.2%

NYSE:SLVM opened at $41.25 on Monday. The company has a debt-to-equity ratio of 0.79, a current ratio of 1.50 and a quick ratio of 0.92. Sylvamo has a fifty-two week low of $37.09 and a fifty-two week high of $61.31. The stock's 50-day moving average is $43.21 and its two-hundred day moving average is $45.90. The stock has a market cap of $1.64 billion, a PE ratio of 12.65, a price-to-earnings-growth ratio of 0.50 and a beta of 0.99.

Sylvamo Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Tuesday, April 28th. Investors of record on Tuesday, April 7th will be paid a $0.45 dividend. The ex-dividend date of this dividend is Tuesday, April 7th. This represents a $1.80 annualized dividend and a dividend yield of 4.4%. Sylvamo's payout ratio is presently 55.21%.

Insider Activity at Sylvamo

In related 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 value of $150,995.00. Following the completion of the sale, the senior vice president owned 46,484 shares of the company's stock, valued at approximately $2,159,646.64. The trade was a 6.53% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through this link. Insiders own 0.81% of the company's stock.

Institutional Investors Weigh In On Sylvamo

Several large investors have recently made changes to their positions in SLVM. Royal Bank of Canada grew its stake in shares of Sylvamo by 49.4% in the 1st quarter. Royal Bank of Canada now owns 22,853 shares of the company's stock valued at $1,532,000 after buying an additional 7,556 shares in the last quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. grew its stake in shares of Sylvamo by 4.5% in the 1st quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 20,690 shares of the company's stock valued at $1,388,000 after buying an additional 893 shares in the last quarter. Empowered Funds LLC grew its stake in shares of Sylvamo by 16.9% in the 1st quarter. Empowered Funds LLC now owns 17,730 shares of the company's stock valued at $1,189,000 after buying an additional 2,557 shares in the last quarter. Intech Investment Management LLC grew its stake in shares of Sylvamo by 25.9% in the 1st quarter. Intech Investment Management LLC now owns 18,140 shares of the company's stock valued at $1,217,000 after buying an additional 3,727 shares in the last quarter. Finally, Russell Investments Group Ltd. grew its stake in shares of Sylvamo by 23.1% in the 2nd quarter. Russell Investments Group Ltd. now owns 24,621 shares of the company's stock valued at $1,234,000 after buying an additional 4,613 shares in the last quarter. Institutional investors own 91.16% of the company's stock.

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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