Zacks Research Issues Pessimistic Outlook for IP Earnings

International Paper (NYSE:IP) – Stock analysts at Zacks Research cut their Q2 2025 earnings per share (EPS) estimates for shares of International Paper in a research report issued to clients and investors on Thursday, June 5th. Zacks Research analyst M. Das now forecasts that the basic materials company will post earnings of $0.38 per share for the quarter, down from their previous forecast of $0.46. The consensus estimate for International Paper’s current full-year earnings is $2.77 per share. Zacks Research also issued estimates for International Paper’s Q3 2025 earnings at $0.64 EPS, Q4 2025 earnings at $0.71 EPS, Q1 2026 earnings at $0.69 EPS, Q2 2026 earnings at $0.76 EPS, Q3 2026 earnings at $0.88 EPS, Q4 2026 earnings at $0.85 EPS and FY2026 earnings at $3.17 EPS.

A number of other analysts also recently weighed in on the company. Royal Bank of Canada reiterated an “outperform” rating and set a $64.00 target price on shares of International Paper in a research report on Wednesday, March 26th. Truist Financial set a $59.00 target price on International Paper in a research report on Wednesday, May 28th. Wells Fargo & Company reiterated an “underweight” rating and set a $40.00 target price (down from $45.00) on shares of International Paper in a research report on Friday, May 9th. Citigroup initiated coverage on International Paper in a research report on Wednesday, March 5th. They set a “buy” rating and a $60.00 target price for the company. Finally, UBS Group initiated coverage on International Paper in a research report on Wednesday, June 4th. They set a “buy” rating and a $60.00 target price for the company. Three research analysts have rated the stock with a sell rating, two have issued a hold rating, six have given a buy rating and one has given a strong buy rating to the company. According to MarketBeat, the stock presently has a consensus rating of “Hold” and a consensus target price of $54.54.

International Paper Stock Performance

IP opened at $47.60 on Monday. The business has a fifty day simple moving average of $47.15 and a 200 day simple moving average of $52.31. The company has a market capitalization of $25.13 billion, a PE ratio of 30.32, a price-to-earnings-growth ratio of 0.39 and a beta of 1.04. International Paper has a 1 year low of $41.50 and a 1 year high of $60.36. The company has a debt-to-equity ratio of 0.66, a current ratio of 1.49 and a quick ratio of 1.08.

International Paper (NYSE:IP) last released its quarterly earnings results on Wednesday, April 30th. The basic materials company reported $0.23 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.35 by ($0.12). The firm had revenue of $5.90 billion during the quarter, compared to the consensus estimate of $6.38 billion. International Paper had a net margin of 2.99% and a return on equity of 4.75%. The business’s revenue for the quarter was up 27.8% compared to the same quarter last year. During the same quarter last year, the firm earned $0.17 earnings per share.

Hedge Funds Weigh In On International Paper

Large investors have recently bought and sold shares of the company. Allspring Global Investments Holdings LLC raised its position in International Paper by 1.8% in the fourth quarter. Allspring Global Investments Holdings LLC now owns 878,221 shares of the basic materials company’s stock valued at $46,686,000 after purchasing an additional 15,904 shares during the last quarter. Strategic Financial Concepts LLC bought a new position in International Paper in the fourth quarter valued at about $788,000. Mirae Asset Global Investments Co. Ltd. raised its position in International Paper by 26.7% in the fourth quarter. Mirae Asset Global Investments Co. Ltd. now owns 41,106 shares of the basic materials company’s stock valued at $2,232,000 after purchasing an additional 8,669 shares during the last quarter. Jones Financial Companies Lllp raised its position in International Paper by 18.0% in the fourth quarter. Jones Financial Companies Lllp now owns 17,586 shares of the basic materials company’s stock valued at $946,000 after purchasing an additional 2,685 shares during the last quarter. Finally, Wakefield Asset Management LLLP bought a new position in International Paper in the fourth quarter valued at about $502,000. 81.95% of the stock is currently owned by institutional investors.

Insider Buying and Selling

In other International Paper news, CAO Holly G. Goughnour sold 7,500 shares of the stock in a transaction dated Monday, May 5th. The stock was sold at an average price of $44.85, for a total value of $336,375.00. Following the completion of the transaction, the chief accounting officer now directly owns 31,525 shares in the company, valued at approximately $1,413,896.25. This trade represents a 19.22% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. 0.35% of the stock is owned by corporate insiders.

International Paper Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, June 13th. Investors of record on Friday, May 23rd will be given a dividend of $0.4625 per share. The ex-dividend date is Friday, May 23rd. This represents a $1.85 annualized dividend and a dividend yield of 3.89%. International Paper’s dividend payout ratio is currently 158.12%.

International Paper Company Profile

International Paper Company produces and sells renewable fiber-based packaging and pulp products in North America, Latin America, Europe, and North Africa. It operates through two segments, Industrial Packaging and Global Cellulose Fibers. The company offers linerboard, medium, whitetop, recycled linerboard, recycled medium and saturating kraft; and pulp for a range of applications, such as diapers, towel and tissue products, feminine care, incontinence, and other personal care products, as well as specialty pulps for use in textiles, construction materials, paints, coatings, and others.