Zacks Research Has Negative Estimate for IP Q1 Earnings

International Paper Company (NYSE:IP) – Analysts at Zacks Research lowered their Q1 2026 earnings per share estimates for International Paper in a research report issued to clients and investors on Thursday, March 19th. Zacks Research analyst Team now expects that the basic materials company will post earnings per share of $0.22 for the quarter, down from their previous estimate of $0.24. Zacks Research currently has a “Hold” rating on the stock. The consensus estimate for International Paper’s current full-year earnings is $2.77 per share. Zacks Research also issued estimates for International Paper’s Q2 2026 earnings at $0.45 EPS, Q3 2026 earnings at $0.56 EPS, Q4 2026 earnings at $0.60 EPS, Q1 2027 earnings at $0.74 EPS, Q3 2027 earnings at $0.84 EPS and Q4 2027 earnings at $0.78 EPS.

International Paper (NYSE:IP) last released its quarterly earnings results on Thursday, January 29th. The basic materials company reported ($0.08) EPS for the quarter, missing the consensus estimate of $0.28 by ($0.36). The firm had revenue of $6.01 billion for the quarter, compared to analyst estimates of $5.90 billion. International Paper had a negative return on equity of 0.35% and a negative net margin of 14.12%.The company’s quarterly revenue was up 53.1% on a year-over-year basis. During the same period last year, the firm earned ($0.02) EPS.

Other research analysts also recently issued reports about the company. Weiss Ratings reiterated a “sell (d+)” rating on shares of International Paper in a research note on Monday, December 29th. Truist Financial set a $48.00 price objective on shares of International Paper in a research report on Thursday, February 26th. UBS Group cut shares of International Paper from a “buy” rating to a “neutral” rating and dropped their price objective for the company from $51.00 to $44.00 in a research note on Monday, February 2nd. Royal Bank Of Canada cut their price objective on shares of International Paper from $55.00 to $54.00 and set an “outperform” rating for the company in a research report on Friday, January 30th. Finally, BNP Paribas Exane raised shares of International Paper from a “strong sell” rating to an “outperform” rating and set a $44.00 target price on the stock in a report on Monday, November 24th. Eight 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 stock. Based on data from MarketBeat.com, International Paper presently has an average rating of “Moderate Buy” and a consensus target price of $48.25.

International Paper Trading Down 5.2%

NYSE IP opened at $34.03 on Friday. International Paper has a one year low of $33.65 and a one year high of $56.64. The firm has a market cap of $18.02 billion, a PE ratio of -5.07 and a beta of 1.09. The firm’s fifty day moving average is $42.80 and its two-hundred day moving average is $42.54. The company has a debt-to-equity ratio of 0.60, a quick ratio of 1.02 and a current ratio of 1.28.

Institutional Trading of International Paper

Several large investors have recently modified their holdings of IP. AE Wealth Management LLC grew its holdings in International Paper by 8.5% during the 3rd quarter. AE Wealth Management LLC now owns 332,310 shares of the basic materials company’s stock valued at $15,419,000 after buying an additional 26,146 shares during the last quarter. Westfield Capital Management Co. LP raised its stake in International Paper by 9.7% in the 2nd quarter. Westfield Capital Management Co. LP now owns 2,323,693 shares of the basic materials company’s stock valued at $108,819,000 after purchasing an additional 205,888 shares during the last quarter. Caprock Group LLC acquired a new position in International Paper in the 3rd quarter valued at about $2,340,000. Norges Bank purchased a new position in International Paper in the 2nd quarter valued at about $281,735,000. Finally, Tableaux LLC purchased a new position in International Paper in the 2nd quarter valued at about $2,342,000. 81.95% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling at International Paper

In related news, CEO Andrew K. Silvernail bought 50,000 shares of the stock in a transaction on Friday, January 30th. The shares were bought at an average cost of $39.98 per share, for a total transaction of $1,999,000.00. Following the completion of the transaction, the chief executive officer owned 50,000 shares of the company’s stock, valued at $1,999,000. This represents a ∞ increase in their position. The acquisition was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, Director Anders Gustafsson purchased 13,217 shares of the stock in a transaction that occurred on Thursday, March 12th. The stock was purchased at an average price of $37.83 per share, for a total transaction of $499,999.11. Following the acquisition, the director owned 26,092 shares in the company, valued at approximately $987,060.36. This trade represents a 102.66% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. Insiders acquired 76,092 shares of company stock valued at $2,999,064 in the last quarter. 0.35% of the stock is currently owned by company insiders.

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.