Sei Investments Co. Acquires 148,277 Shares of International Paper Company $IP

Sei Investments Co. boosted its holdings in shares of International Paper Company (NYSE:IP) by 47.4% in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 461,282 shares of the basic materials company’s stock after acquiring an additional 148,277 shares during the period. Sei Investments Co.’s holdings in International Paper were worth $16,468,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also bought and sold shares of IP. Capital International Investors increased its stake in shares of International Paper by 29.4% during the fourth quarter. Capital International Investors now owns 63,413,335 shares of the basic materials company’s stock valued at $2,498,013,000 after purchasing an additional 14,422,616 shares in the last quarter. Franklin Resources Inc. boosted its position in shares of International Paper by 81.6% in the 4th quarter. Franklin Resources Inc. now owns 14,832,952 shares of the basic materials company’s stock worth $584,270,000 after purchasing an additional 6,663,986 shares in the last quarter. Norges Bank bought a new stake in shares of International Paper in the 4th quarter worth approximately $250,093,000. Bank of New York Mellon Corp grew its stake in shares of International Paper by 66.2% in the 1st quarter. Bank of New York Mellon Corp now owns 13,601,299 shares of the basic materials company’s stock worth $485,566,000 after buying an additional 5,417,274 shares during the last quarter. Finally, Atlas FRM LLC grew its stake in shares of International Paper by 56.2% in the 4th quarter. Atlas FRM LLC now owns 5,000,000 shares of the basic materials company’s stock worth $196,950,000 after buying an additional 1,800,000 shares during the last quarter. Hedge funds and other institutional investors own 81.95% of the company’s stock.

International Paper Trading Down 3.4%

International Paper stock opened at $42.59 on Thursday. The business has a 50-day simple moving average of $36.44 and a two-hundred day simple moving average of $38.02. The company has a quick ratio of 0.94, a current ratio of 1.21 and a debt-to-equity ratio of 0.55. The company has a market cap of $22.55 billion, a P/E ratio of -6.70 and a beta of 0.94. International Paper Company has a 52-week low of $29.26 and a 52-week high of $54.63.

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 the consensus estimate of $0.18 by ($0.03). The business had revenue of $5.97 billion during the quarter, compared to the consensus estimate of $6.02 billion. International Paper had a negative return on equity of 0.49% and a negative net margin of 13.42%.The firm’s revenue was up 13.4% on a year-over-year basis. During the same quarter in the previous year, the business posted $0.17 earnings per share. Analysts predict that International Paper Company will post 1.4 EPS for the current year.

International Paper Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, September 15th. Stockholders of record on Friday, August 14th will be paid a $0.4625 dividend. The ex-dividend date of this dividend is Friday, August 14th. This represents a $1.85 annualized dividend and a dividend yield of 4.3%. International Paper’s dividend payout ratio (DPR) is -29.09%.

Insider Buying and Selling at International Paper

In related news, Director Scott Tozier acquired 10,000 shares of the stock in a transaction dated 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 transaction, the director directly owned 10,025 shares in the company, valued at approximately $313,782.50. This represents a 40,000.00% increase in their ownership of the stock. The acquisition was disclosed in a document filed with the SEC, which is accessible through this hyperlink. 0.21% of the stock is currently owned by insiders.

Wall Street Analysts Forecast Growth

IP has been the subject of a number of recent research reports. Wells Fargo & Company lifted their price objective on International Paper from $39.00 to $42.00 and gave the company an “overweight” rating in a research note on Thursday, July 9th. Zacks Research upgraded International Paper from a “strong sell” rating to a “hold” rating in a report on Monday, July 13th. Royal Bank Of Canada raised their price target on International Paper from $45.00 to $48.00 and gave the company an “outperform” rating in a report on Friday, July 17th. Citigroup lifted their price target on International Paper from $36.00 to $43.00 and gave the stock a “buy” rating in a research report on Thursday, July 9th. Finally, Bank of America downgraded shares of International Paper from a “buy” rating to a “neutral” rating and set a $41.00 price objective on the stock. in a research report on Tuesday, July 14th. Nine investment analysts have rated the stock with a Buy rating, four have assigned a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average target price of $46.36.

More International Paper News

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

• Positive Sentiment: JPMorgan upgraded IP to Overweight and raised its price target to $61 from $51, citing an improving U.S. linerboard pricing cycle. The new target implies substantial upside from recent trading levels. International Paper raised at JP Morgan on improving US linerboard pricing cycle
• Positive Sentiment: Zacks Research raised its FY2026 EPS estimate to $1.34 from $1.32, its Q4 2026 estimate to $0.75 from $0.69, its Q1 2027 estimate to $0.58 from $0.56, and its FY2028 forecast to $3.35 from $3.25. These increases suggest longer-term earnings improvement potential.
• Neutral Sentiment: International Paper is scheduled to report earnings tomorrow. The report could provide important evidence on pricing, demand, margins and the company’s outlook. International Paper reports earnings tomorrow: What to expect
• Neutral Sentiment: Zacks maintained a “Hold” rating. Its earnings revisions were mixed, with some longer-term upgrades offset by changes to individual quarterly forecasts.
• Negative Sentiment: Zacks cut its Q2 2026 EPS forecast to a loss of $0.04 from a loss of $0.02 and reduced its Q3 2026 estimate to $0.48 from $0.51. The lowered near-term forecasts could weigh on sentiment before the earnings release.
• Negative Sentiment: Put-option volume surged to 16,246 contracts, about 341% above average. While options activity does not guarantee a decline, it signals increased hedging or bearish speculation around IP.

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.