Artemis Investment Management LLP Sells 285,972 Shares of International Paper Company $IP

Artemis Investment Management LLP cut its position in International Paper Company (NYSE:IP) by 55.4% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 229,846 shares of the basic materials company’s stock after selling 285,972 shares during the quarter. Artemis Investment Management LLP’s holdings in International Paper were worth $9,054,000 at the end of the most recent reporting period.

Other institutional investors have also recently bought and sold shares of the company. Capital International Investors increased its stake in shares of International Paper by 51.4% in the third quarter. Capital International Investors now owns 48,990,719 shares of the basic materials company’s stock worth $2,272,966,000 after purchasing an additional 16,622,062 shares during the period. Capital Research Global Investors lifted its position in shares of International Paper by 7.5% during the 3rd quarter. Capital Research Global Investors now owns 54,330,790 shares of the basic materials company’s stock worth $2,520,945,000 after purchasing an additional 3,768,772 shares during the last quarter. Invesco Ltd. boosted its stake in International Paper by 11.8% during the 3rd quarter. Invesco Ltd. now owns 9,121,170 shares of the basic materials company’s stock valued at $423,222,000 after purchasing an additional 960,240 shares during the period. BNP Paribas Financial Markets grew its holdings in International Paper by 19.1% in the 3rd quarter. BNP Paribas Financial Markets now owns 5,039,300 shares of the basic materials company’s stock valued at $233,824,000 after buying an additional 809,727 shares during the last quarter. Finally, SG Americas Securities LLC grew its holdings in International Paper by 94.8% in the 4th quarter. SG Americas Securities LLC now owns 1,590,689 shares of the basic materials company’s stock valued at $62,657,000 after buying an additional 774,301 shares during the last quarter. Institutional investors own 81.95% of the company’s stock.

Key International Paper News

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

International Paper Stock Up 4.7%

Shares of NYSE:IP opened at $31.85 on Friday. The company’s fifty day moving average is $37.25 and its 200-day moving average is $40.09. The company has a debt-to-equity ratio of 0.55, a quick ratio of 1.02 and a current ratio of 1.21. International Paper Company has a 52 week low of $29.45 and a 52 week high of $56.13. The company has a market capitalization of $16.86 billion, a PE ratio of -5.01 and a beta of 0.94.

International Paper (NYSE:IP) last announced its earnings results on Thursday, April 30th. The basic materials company reported $0.15 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.18 by ($0.03). International Paper had a negative return on equity of 0.49% and a negative net margin of 13.42%.The firm had revenue of $5.97 billion for the quarter, compared to analyst estimates of $6.02 billion. During the same quarter last year, the business earned $0.17 EPS. The company’s revenue for the quarter was up 13.4% compared to the same quarter last year. Equities research analysts predict that International Paper Company will post 1.59 earnings per share for the current fiscal year.

Wall Street Analysts Forecast Growth

A number of brokerages have recently commented on IP. Jefferies Financial Group upped their price target on International Paper from $47.00 to $48.00 and gave the stock a “buy” rating in a report on Thursday, January 22nd. UBS Group lowered their price objective on shares of International Paper from $44.00 to $40.00 and set a “neutral” rating on the stock in a research note on Friday, April 10th. Deutsche Bank Aktiengesellschaft began coverage on shares of International Paper in a research report on Wednesday, April 1st. They set a “hold” rating and a $38.00 target price on the stock. Weiss Ratings cut shares of International Paper from a “sell (d+)” rating to a “sell (d)” rating in a research note on Monday, April 27th. Finally, Zacks Research downgraded shares of International Paper from a “hold” rating to a “strong sell” rating in a report on Thursday, April 23rd. Eight research analysts have rated the stock with a Buy rating, four have assigned a Hold rating and two have issued a Sell rating to the stock. According to data from MarketBeat.com, International Paper has a consensus rating of “Hold” and a consensus price target of $44.31.

Insider Activity

In other news, Director Anders Gustafsson acquired 13,217 shares of the company’s stock in a transaction dated Thursday, March 12th. The stock was bought 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 owned 26,092 shares in the company, valued at approximately $987,060.36. This represents a 102.66% increase in their position. The acquisition was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, Director Scott Tozier bought 10,000 shares of the business’s stock in a transaction dated Friday, May 1st. The stock was purchased at an average price of $31.30 per share, with a total value of $313,000.00. Following the purchase, the director directly owned 10,025 shares of the company’s stock, valued at $313,782.50. The trade was a 40,000.00% increase in their position. The SEC filing for this purchase provides additional information. Insiders have acquired 36,092 shares of company stock worth $1,313,064 over the last ninety days. Insiders own 0.21% of the company’s stock.

International Paper 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.