TD Securities Lowers Clearwater Paper (NYSE:CLW) Price Target to $20.00

Clearwater Paper (NYSE:CLW) had its target price cut by TD Securities from $25.00 to $20.00 in a report released on Thursday,BayStreet.CA reports. The firm currently has a “buy” rating on the basic materials company’s stock. TD Securities’ price objective points to a potential upside of 30.29% from the company’s previous close.

CLW has been the topic of several other research reports. Royal Bank Of Canada decreased their target price on Clearwater Paper from $33.00 to $30.00 and set an “outperform” rating on the stock in a report on Wednesday, October 29th. Weiss Ratings reissued a “sell (d+)” rating on shares of Clearwater Paper in a report on Monday, December 29th. Wall Street Zen raised Clearwater Paper from a “sell” rating to a “hold” rating in a research note on Saturday, November 1st. Finally, Truist Financial cut their price target on Clearwater Paper from $21.00 to $16.00 and set a “hold” rating on the stock in a research note on Thursday. Three equities research analysts have rated the stock with a Buy rating, one has given a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, the company presently has an average rating of “Hold” and an average target price of $24.00.

Clearwater Paper Price Performance

NYSE:CLW traded down $1.59 on Thursday, reaching $15.35. The stock had a trading volume of 400,175 shares, compared to its average volume of 217,692. The company has a market capitalization of $246.21 million, a P/E ratio of 1.81 and a beta of 0.20. The stock has a fifty day moving average price of $18.16 and a 200-day moving average price of $19.33. The company has a quick ratio of 0.88, a current ratio of 2.10 and a debt-to-equity ratio of 0.43. Clearwater Paper has a 1-year low of $15.16 and a 1-year high of $30.96.

Clearwater Paper (NYSE:CLW) last announced its earnings results on Wednesday, February 18th. The basic materials company reported ($0.42) EPS for the quarter, topping the consensus estimate of ($0.50) by $0.08. The business had revenue of $386.40 million for the quarter, compared to the consensus estimate of $379.00 million. Clearwater Paper had a negative return on equity of 3.65% and a net margin of 9.14%.

Insiders Place Their Bets

In other Clearwater Paper news, VP Steve M. Bowden sold 8,889 shares of the business’s stock in a transaction dated Friday, November 28th. The shares were sold at an average price of $18.14, for a total transaction of $161,246.46. Following the sale, the vice president directly owned 68,516 shares of the company’s stock, valued at $1,242,880.24. The trade was a 11.48% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through this link. Company insiders own 3.55% of the company’s stock.

Hedge Funds Weigh In On Clearwater Paper

Several large investors have recently modified their holdings of CLW. Millennium Management LLC lifted its holdings in Clearwater Paper by 158.1% during the 4th quarter. Millennium Management LLC now owns 360,795 shares of the basic materials company’s stock worth $6,278,000 after purchasing an additional 221,029 shares during the last quarter. UBS Group AG increased its position in Clearwater Paper by 228.3% during the 3rd quarter. UBS Group AG now owns 258,186 shares of the basic materials company’s stock worth $5,360,000 after buying an additional 179,539 shares during the period. Invenomic Capital Management LP lifted its holdings in shares of Clearwater Paper by 113.0% during the fourth quarter. Invenomic Capital Management LP now owns 320,212 shares of the basic materials company’s stock worth $5,572,000 after buying an additional 169,880 shares in the last quarter. Charles Schwab Investment Management Inc. lifted its holdings in shares of Clearwater Paper by 33.2% during the fourth quarter. Charles Schwab Investment Management Inc. now owns 557,953 shares of the basic materials company’s stock worth $9,708,000 after buying an additional 139,013 shares in the last quarter. Finally, Readystate Asset Management LP grew its stake in shares of Clearwater Paper by 19.2% in the third quarter. Readystate Asset Management LP now owns 762,138 shares of the basic materials company’s stock valued at $15,822,000 after acquiring an additional 122,688 shares in the last quarter. 89.98% of the stock is owned by institutional investors.

Clearwater Paper News Summary

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

• Positive Sentiment: Q4 results modestly beat expectations: revenue was roughly in line (and slightly above consensus) and adjusted EPS topped estimates; the company reported stronger volumes and sales growth versus prior year, supporting near‑term top‑line stability. Clearwater Paper Corp (CLW) Q4 2025 Earnings Call Highlights
• Neutral Sentiment: Management published the full earnings transcript and will present at the Bank of America Global Agricultural & Materials Conference later this month; investors will watch the presentation for additional color on pricing, demand, and cost actions. Clearwater Paper Announces Participation in Bank of America Conference
• Negative Sentiment: Management signaled a roughly $70 million pricing headwind for 2026 and set FY‑2026 revenue guidance below street expectations, signaling margin pressure as industry supply constraints and lower realized prices weigh on profitability. That guidance surprise is the main driver of the negative market reaction. Clearwater Paper signals $70M pricing headwind for 2026
• Negative Sentiment: Full‑year results showed mixed fundamentals: net sales rose (volumes up), but the company reported a year‑end net loss from continuing operations and weaker operating cash flow and cash balances — items that increase near‑term financial risk and amplify sensitivity to further margin pressure. Clearwater Paper Reports Fourth Quarter and Year End 2025 Results

About Clearwater Paper

Clearwater Paper Corporation is an independent manufacturer of premium tissue and pulp and paperboard products for private-label and commercial customers in North America. The company operates through two core segments: Consumer Products, which produces bathroom tissue, paper towels and other away-from-home tissue products under private-label contracts; and Pulp & Paperboard, which supplies bleached paperboard used in folding cartons, foodservice packaging and specialty paper applications.

The Consumer Products segment services retail grocers, warehouse clubs, online merchants and janitorial distributors, leveraging multiple converting facilities to produce roll and folded tissue items for both household and institutional use.