Comerica Bank Reduces Stock Position in International Paper Company $IP

Comerica Bank lessened its position in shares of International Paper Company (NYSE:IP) by 80.2% during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 119,539 shares of the basic materials company’s stock after selling 485,133 shares during the quarter. Comerica Bank’s holdings in International Paper were worth $4,709,000 at the end of the most recent reporting period.

Several other large investors have also added to or reduced their stakes in the company. International Private Wealth Advisors LLC grew its stake in International Paper by 4.1% during the 4th quarter. International Private Wealth Advisors LLC now owns 6,175 shares of the basic materials company’s stock valued at $243,000 after purchasing an additional 243 shares during the last quarter. Evergreen Capital Management LLC grew its stake in International Paper by 1.7% during the 3rd quarter. Evergreen Capital Management LLC now owns 15,856 shares of the basic materials company’s stock valued at $736,000 after purchasing an additional 263 shares during the last quarter. Rafferty Asset Management LLC grew its stake in International Paper by 0.6% during the 3rd quarter. Rafferty Asset Management LLC now owns 44,996 shares of the basic materials company’s stock valued at $2,088,000 after purchasing an additional 268 shares during the last quarter. Ballentine Partners LLC grew its stake in International Paper by 5.2% during the 3rd quarter. Ballentine Partners LLC now owns 5,450 shares of the basic materials company’s stock valued at $253,000 after purchasing an additional 271 shares during the last quarter. Finally, Gentry Private Wealth LLC grew its stake in International Paper by 3.1% during the 3rd quarter. Gentry Private Wealth LLC now owns 9,651 shares of the basic materials company’s stock valued at $448,000 after purchasing an additional 294 shares during the last quarter. Hedge funds and other institutional investors own 81.95% of the company’s stock.

Trending Headlines about International Paper

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

• Positive Sentiment: Director Scott Tozier bought 10,000 shares at about $31.30, a direct insider purchase that can be viewed as a vote of confidence by management. SEC Form 4
• Positive Sentiment: Balance‑sheet and cash flow actions: IP received ~$1.1B net proceeds from the sale of its Global Cellulose Fibers business, used ~$660M to pay down debt, generated $611M of operating cash and reported $94M FCF for Q1 — these moves materially improve liquidity and lower leverage. Press Release
• Positive Sentiment: Management’s 2026 targets: IP is guiding to $3.2B–$3.5B of adjusted EBITDA for 2026 and is targeting $300M–$500M of free cash flow, providing a framework for recovery if cost pressures ease. SA: 2026 targets
• Neutral Sentiment: Company filed an 8‑K and held its Q1 call; the transcript and slide deck are available for investors to assess management commentary on costs and the EMEA separation. TipRanks 8‑K
• Neutral Sentiment: Unusually large options flow was observed (big increase in both call and put activity), signaling heightened short‑term speculative interest and volatility. (No single authoritative story; flagged in market activity notes.)
• Negative Sentiment: Q1 missed expectations on EPS ($0.15 vs. $0.18 consensus) and revenue ($5.97B vs. ~$6.02B), and margins were pressured — a direct near‑term negative for sentiment. Q1 results
• Negative Sentiment: Analysts cut forecasts and price targets after Q1 and guidance; JPMorgan trimmed its PT to $43 and moved to neutral, and several outlets report analysts “slashing” forecasts — these actions weigh on near‑term upside. Benzinga: analyst reactions
• Negative Sentiment: Management trimmed its 2026 adjusted EBITDA outlook vs. prior expectations and cited higher costs and macro pressures — the primary driver of the recent negative revisions in sentiment. Zacks: lowered outlook

Insider Transactions at International Paper

In other news, Director Anders Gustafsson bought 13,217 shares of International Paper stock in a transaction on Thursday, March 12th. The stock was acquired at an average price of $37.83 per share, with a total value of $499,999.11. Following the completion of the acquisition, the director directly owned 26,092 shares of the company’s stock, valued at $987,060.36. The trade was a 102.66% increase in their ownership of the stock. The purchase was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this link. Also, Director Scott Tozier bought 10,000 shares of International Paper stock in a transaction on Friday, May 1st. The shares were purchased at an average cost of $31.30 per share, with a total value of $313,000.00. Following the acquisition, the director directly owned 10,025 shares of the company’s stock, valued at approximately $313,782.50. The trade was a 40,000.00% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. Insiders purchased a total of 36,092 shares of company stock valued at $1,313,064 in the last ninety days. 0.21% of the stock is currently owned by insiders.

Analyst Ratings Changes

Several analysts have weighed in on IP shares. Truist Financial dropped their price target on International Paper from $48.00 to $44.00 and set a “buy” rating on the stock in a research note on Wednesday, April 15th. Jefferies Financial Group boosted their price target on International Paper from $47.00 to $48.00 and gave the company a “buy” rating in a research note on Thursday, January 22nd. JPMorgan Chase & Co. dropped their price target on International Paper from $46.00 to $43.00 and set a “neutral” rating on the stock in a research note on Friday. Stifel Nicolaus lowered their target price on International Paper from $51.80 to $50.70 and set a “buy” rating on the stock in a research note on Monday, February 9th. Finally, Seaport Research Partners upgraded International Paper from a “neutral” rating to a “buy” rating and set a $39.00 target price on the stock in a research note on Friday. Eight investment analysts have rated the stock with a Buy rating, four have given a Hold rating and two have issued a Sell rating to the company. According to data from MarketBeat.com, International Paper currently has an average rating of “Hold” and a consensus price target of $44.98.

International Paper Stock Performance

NYSE IP opened at $31.85 on Friday. The stock has a market capitalization of $16.86 billion, a price-to-earnings ratio of -4.75 and a beta of 0.94. International Paper Company has a twelve month low of $29.45 and a twelve month high of $56.13. The company has a current ratio of 1.21, a quick ratio of 1.02 and a debt-to-equity ratio of 0.55. The stock has a 50-day moving average of $37.25 and a 200 day moving average of $40.12.

International Paper (NYSE:IP) last released its quarterly earnings results on Thursday, April 30th. The basic materials company reported $0.15 earnings per share 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 return on equity of 0.49% and a negative net margin of 13.42%.The business’s revenue for the quarter was up 13.4% compared to the same quarter last year. During the same period in the previous year, the company posted $0.17 EPS. Sell-side analysts anticipate that International Paper Company will post 1.63 EPS for the current fiscal year.

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.