What is Zacks Research's Estimate for IP Q3 Earnings?

Key Points

• Zacks Research lowered its Q3 2026 EPS estimate for International Paper to $0.48, down from $0.51, while maintaining a “Hold” rating. Its full-year 2026 EPS estimate is $1.34.
• International Paper’s latest quarterly results missed expectations, with EPS of $0.15 versus the $0.18 consensus and revenue of $5.97 billion versus $6.02 billion, although revenue rose 13.4% year over year.
• Analyst sentiment remains broadly positive, with a consensus “Moderate Buy” rating and $44.31 price target; the company also announced a quarterly dividend of $0.4625 per share, representing a 4.4% yield.

International Paper Company (NYSE:IP - Free Report) - Research analysts at Zacks Research dropped their Q3 2026 earnings per share estimates for shares of International Paper in a research report issued on Monday, July 27th. Zacks Research analyst Team now anticipates that the basic materials company will post earnings per share of $0.48 for the quarter, down from their prior estimate of $0.51. Zacks Research has a "Hold" rating on the stock. The consensus estimate for International Paper's current full-year earnings is $1.39 per share. Zacks Research also issued estimates for International Paper's Q4 2026 earnings at $0.75 EPS, FY2026 earnings at $1.34 EPS, Q1 2027 earnings at $0.58 EPS, Q2 2027 earnings at $0.66 EPS and Q3 2027 earnings at $0.71 EPS.

International Paper (NYSE:IP - Get Free Report) last issued its earnings results on Thursday, April 30th. The basic materials company reported $0.15 EPS for the quarter, missing analysts' consensus estimates of $0.18 by ($0.03). The business had revenue of $5.97 billion during the quarter, compared to analyst estimates of $6.02 billion. International Paper had a negative net margin of 13.42% and a negative return on equity of 0.49%. International Paper's quarterly revenue was up 13.4% on a year-over-year basis. During the same quarter last year, the company earned $0.17 earnings per share.

Other equities analysts also recently issued research reports about the company. Wells Fargo & Company lifted their price objective on International Paper from $39.00 to $42.00 and gave the stock an "overweight" rating in a research report on Thursday, July 9th. Deutsche Bank Aktiengesellschaft assumed 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. JPMorgan Chase & Co. raised their target price on International Paper from $43.00 to $51.00 and gave the stock a "neutral" rating in a research note on Thursday, July 9th. Truist Financial lifted their price target on International Paper from $40.00 to $46.00 and gave the stock a "buy" rating in a report on Wednesday, July 15th. Finally, Weiss Ratings reissued a "sell (d)" rating on shares of International Paper in a report on Friday. Eight equities research analysts have rated the stock with a Buy rating, five have given a Hold rating and one has assigned a Sell rating to the company's stock. According to MarketBeat, the company currently has a consensus rating of "Moderate Buy" and a consensus price target of $44.31.

International Paper Stock Up 0.4%

Shares of NYSE IP opened at $42.33 on Tuesday. The stock has a market cap of $22.41 billion, a PE ratio of -6.66 and a beta of 0.94. The company has a current ratio of 1.21, a quick ratio of 0.94 and a debt-to-equity ratio of 0.55. International Paper has a 12-month low of $29.26 and a 12-month high of $56.13. The company has a 50-day moving average of $35.92 and a 200 day moving average of $37.98.

Institutional Trading of International Paper

Hedge funds and other institutional investors have recently modified their holdings of the business. McIlrath & Eck LLC boosted its stake in International Paper by 452.6% during the fourth quarter. McIlrath & Eck LLC now owns 641 shares of the basic materials company's stock worth $25,000 after buying an additional 525 shares during the period. MV Capital Management Inc. acquired a new stake in shares of International Paper during the fourth quarter valued at about $25,000. Ascentis Independent Advisors purchased a new stake in shares of International Paper in the 1st quarter valued at approximately $28,000. DV Equities LLC purchased a new stake in shares of International Paper in the 4th quarter valued at approximately $29,000. Finally, Sound Income Strategies LLC lifted its holdings in shares of International Paper by 94.0% in the 4th quarter. Sound Income Strategies LLC now owns 710 shares of the basic materials company's stock worth $31,000 after acquiring an additional 344 shares during the last quarter. 81.95% of the stock is owned by institutional investors and hedge funds.

Insider Buying and Selling

In other International Paper news, Director Scott Tozier bought 10,000 shares of International Paper stock in a transaction on Friday, May 1st. The shares were bought at an average price of $31.30 per share, for a total transaction of $313,000.00. Following the completion of the transaction, the director directly owned 10,025 shares of the company's stock, valued at $313,782.50. This trade represents a 40,000.00% increase in their ownership of the stock. The purchase was disclosed in a document filed with the SEC, which is available at this link. 0.21% of the stock is owned by corporate insiders.

International Paper Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, September 15th. Shareholders of record on Friday, August 14th will be paid a dividend of $0.4625 per share. The ex-dividend date of this dividend is Friday, August 14th. This represents a $1.85 annualized dividend and a yield of 4.4%. International Paper's dividend payout ratio (DPR) is -29.09%.

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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.