Front Street Capital Management Inc. Raises Position in International Paper Company $IP

Front Street Capital Management Inc. grew its holdings in shares of International Paper Company (NYSE:IP) by 144.1% during the 1st quarter, HoldingsChannel.com reports. The firm owned 560,974 shares of the basic materials company’s stock after buying an additional 331,155 shares during the period. International Paper makes up approximately 2.6% of Front Street Capital Management Inc.’s investment portfolio, making the stock its 14th largest holding. Front Street Capital Management Inc.’s holdings in International Paper were worth $20,027,000 at the end of the most recent quarter.

Other large investors have also modified their holdings of the company. McIlrath & Eck LLC grew its holdings in shares of International Paper by 452.6% in the 4th quarter. McIlrath & Eck LLC now owns 641 shares of the basic materials company’s stock worth $25,000 after acquiring an additional 525 shares during the period. MV Capital Management Inc. acquired a new position in International Paper during the fourth quarter worth $25,000. Ascentis Independent Advisors acquired a new position in International Paper during the first quarter worth $28,000. DV Equities LLC purchased a new stake in International Paper during the fourth quarter worth $29,000. Finally, Sound Income Strategies LLC boosted its position in International Paper by 94.0% during the fourth quarter. Sound Income Strategies LLC now owns 710 shares of the basic materials company’s stock worth $31,000 after purchasing an additional 344 shares in the last quarter. 81.95% of the stock is owned by hedge funds and other institutional investors.

Key Headlines Impacting International Paper

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

• Positive Sentiment: International Paper reported adjusted EPS of $0.04, beating the consensus estimate for a $0.04 loss. Adjusted EBITDA was $587 million, while operating cash flow reached $526 million. International Paper Reports Second Quarter 2026 Results
• Positive Sentiment: Management projected third-quarter adjusted EBITDA of $780 million to $830 million and maintained full-year 2026 guidance of $3.2 billion to $3.4 billion, suggesting improvement after second-quarter maintenance disruptions. IP Q2 Earnings Beat Estimates, Decline Y/Y on High Maintenance Costs
• Positive Sentiment: Several company insiders reportedly purchased IP shares during the past six months, including CEO Andrew K. Silvernail’s purchase of 50,000 shares. Insider buying can signal management confidence in the company’s longer-term recovery. International Paper Stock Opinions on Q2 Earnings Report
• Neutral Sentiment: JPMorgan upgraded its rating on International Paper, providing support for the shares, although analyst price targets remain mixed and the reported median target of $42.50 is close to the stock’s recent trading level. International Paper Stock Rating Upgraded by JPMorgan Chase
• Negative Sentiment: Revenue fell 11.3% year over year to $6.0 billion, below the $6.2 billion consensus, and the company posted a $12 million loss from continuing operations versus $0.20 EPS in the prior-year quarter.
• Negative Sentiment: High maintenance expenses and outages pressured margins. A temporary mill closure in Pine Hill, Alabama, is expected to reduce third-quarter EBITDA by approximately $85 million, while second-quarter free cash flow was negative $7 million. International Paper Q2 2026 Earnings Call Transcript
• Negative Sentiment: An analyst reduced the third-quarter EPS estimate, highlighting continuing concerns about near-term profitability despite the quarterly earnings beat. Q3 EPS Estimate for International Paper Cut

Analyst Upgrades and Downgrades

A number of equities research analysts recently commented on the stock. JPMorgan Chase & Co. raised shares of International Paper from a “neutral” rating to an “overweight” rating and increased their price objective for the company from $51.00 to $61.00 in a research note on Tuesday. UBS Group reduced their price target on shares of International Paper from $40.00 to $32.00 and set a “neutral” rating on the stock in a report on Monday, May 4th. Zacks Research upgraded shares of International Paper from a “strong sell” rating to a “hold” rating in a research report on Monday, July 13th. Truist Financial increased their price target on shares of International Paper from $40.00 to $46.00 and gave the company a “buy” rating in a research report on Wednesday, July 15th. Finally, Loop Capital set a $61.00 price objective on shares of International Paper in a research note on Tuesday. Nine investment analysts have rated the stock with a Buy rating, four have given a Hold rating and one has given a Sell rating to the company. According to MarketBeat, International Paper presently has a consensus rating of “Moderate Buy” and a consensus target price of $46.36.

International Paper Trading Up 1.8%

Shares of IP stock opened at $43.42 on Friday. The company has a market capitalization of $22.99 billion, a price-to-earnings ratio of -6.83 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. The firm has a 50-day moving average price of $36.68 and a 200 day moving average price of $38.02. International Paper Company has a twelve month low of $29.26 and a twelve month high of $52.28.

International Paper (NYSE:IP) last posted its quarterly earnings data on Thursday, July 30th. The basic materials company reported $0.04 earnings per share (EPS) for the quarter, topping the consensus estimate of ($0.04) by $0.08. International Paper had a negative return on equity of 0.49% and a negative net margin of 13.42%.The business had revenue of $6 billion for the quarter, compared to analysts’ expectations of $6.20 billion. During the same quarter last year, the firm earned $0.20 earnings per share. The business’s revenue was down 11.3% on a year-over-year basis. Research analysts forecast that International Paper Company will post 1.4 earnings per share for the current fiscal year.

International Paper Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Tuesday, September 15th. Shareholders of record on Friday, August 14th will be given a dividend of $0.4625 per share. This represents a $1.85 dividend on an annualized basis and a yield of 4.3%. The ex-dividend date of this dividend is Friday, August 14th. International Paper’s payout ratio 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.