Corient Private Wealth LP Takes Position in International Paper Company $IP

Corient Private Wealth LP purchased a new position in shares of International Paper Company (NYSE:IP) during the 2nd quarter, Holdings Channel.com reports. The institutional investor purchased 83,909 shares of the basic materials company’s stock, valued at approximately $2,269,000.

A number of other institutional investors and hedge funds have also modified their holdings of IP. Dynamic Technology Lab Private Ltd purchased a new stake in International Paper during the first quarter worth $249,000. Intech Investment Management LLC grew its holdings in International Paper by 100.5% in the first quarter. Intech Investment Management LLC now owns 32,025 shares of the basic materials company’s stock valued at $1,709,000 after purchasing an additional 16,055 shares during the last quarter. Cresset Asset Management LLC increased its position in shares of International Paper by 20.8% in the second quarter. Cresset Asset Management LLC now owns 17,345 shares of the basic materials company’s stock valued at $812,000 after buying an additional 2,981 shares in the last quarter. Jump Financial LLC increased its position in shares of International Paper by 280.9% in the second quarter. Jump Financial LLC now owns 38,092 shares of the basic materials company’s stock valued at $1,784,000 after buying an additional 28,092 shares in the last quarter. Finally, Cerity Partners LLC raised its stake in shares of International Paper by 8.0% during the 2nd quarter. Cerity Partners LLC now owns 33,749 shares of the basic materials company’s stock worth $1,580,000 after buying an additional 2,493 shares during the last quarter. Institutional investors and hedge funds own 81.95% of the company’s stock.

Analyst Ratings Changes

Several equities research analysts recently commented on the stock. Royal Bank Of Canada boosted their price objective on shares of International Paper from $48.00 to $52.00 and gave the stock an “outperform” rating in a research report on Friday, July 31st. Citigroup raised their target price on shares of International Paper from $43.00 to $48.00 and gave the company a “buy” rating in a report on Friday, July 31st. JPMorgan Chase & Co. upgraded shares of International Paper from a “neutral” rating to an “overweight” rating and lifted their target price for the stock from $51.00 to $61.00 in a research report on Tuesday, July 28th. Wells Fargo & Company upped their price target on shares of International Paper from $42.00 to $46.00 and gave the company an “overweight” rating in a report on Friday, July 31st. Finally, Loop Capital set a $61.00 price target on shares of International Paper in a report on Tuesday, July 28th. Nine investment analysts have rated the stock with a Buy rating, four have issued a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus target price of $48.75.

International Paper Stock Performance

International Paper stock opened at $36.25 on Thursday. The stock has a fifty day moving average price of $39.59 and a 200 day moving average price of $37.49. International Paper Company has a 52 week low of $29.26 and a 52 week high of $50.25. The firm has a market capitalization of $19.20 billion, a P/E ratio of -5.56, a PEG ratio of 4.53 and a beta of 0.93. The company has a current ratio of 1.10, a quick ratio of 0.84 and a debt-to-equity ratio of 0.57.

International Paper (NYSE:IP) last issued its quarterly earnings results on Thursday, July 30th. The basic materials company reported $0.04 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of ($0.04) by $0.08. The firm had revenue of $6 billion for the quarter, compared to analyst estimates of $6.19 billion. International Paper had a negative return on equity of 1.09% and a negative net margin of 14.20%.The firm’s quarterly revenue was down 11.3% on a year-over-year basis. During the same period last year, the company earned $0.20 EPS. Equities research analysts anticipate that International Paper Company will post 1.34 earnings per share for the current year.

International Paper Announces Dividend

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 issued a dividend of $0.4625 per share. This represents a $1.85 annualized dividend and a dividend yield of 5.1%. The ex-dividend date is Friday, August 14th. International Paper’s dividend payout ratio is presently -28.37%.

International Paper News Summary

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

• Positive Sentiment: Long-term earnings outlook improved: Zacks raised its FY2027 EPS forecast to $2.81 from $2.75 and FY2028 EPS forecast to $3.52 from $3.47. Estimates for Q1 2027, Q3 2027, Q4 2027, Q1 2028 and Q2 2028 were also increased, signaling expectations for stronger profitability beyond the current year.
• Neutral Sentiment: Analysts remain cautious: Despite the longer-term estimate increases, Zacks maintained a “Hold” rating. The current full-year consensus remains $1.34 EPS, while the company’s recent results showed revenue declining 11.3% year over year and a negative net margin.
• Neutral Sentiment: Industry comparison offers limited direction: A recent report compares International Paper with Mayr-Melnhof Karton, but the comparison itself does not represent a new company catalyst or change to IP’s fundamentals. Head to Head Comparison: Mayr-Melnhof Karton and International Paper
• Negative Sentiment: Near-term and FY2026 estimates were reduced: Zacks cut Q3 2026 EPS to $0.32 from $0.34, Q4 2026 EPS to $0.78 from $0.79 and FY2026 EPS to $1.29 from $1.32. These downgrades imply softer near-term earnings and are the clearest reason the stock may be under pressure today.
• Neutral Sentiment: Forest-restoration grants are not a direct earnings catalyst: Nearly $5 million in grants will support habitat restoration in the Lower Mississippi Alluvial Valley. The announcement may be relevant to sustainability considerations, but it does not identify a material financial benefit or new contract for International Paper. NFWF and Partners Announce $5 Million in Grants

Insider Activity at International Paper

In related news, VP William Thomas Hamic sold 24,500 shares of the company’s stock in a transaction that occurred on Friday, August 7th. The shares were sold at an average price of $41.20, for a total transaction of $1,009,400.00. Following the completion of the transaction, the vice president owned 106,952 shares of the company’s stock, valued at approximately $4,406,422.40. This represents a 18.64% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, CAO Holly G. Goughnour sold 3,500 shares of the stock in a transaction that occurred on Tuesday, August 4th. The stock was sold at an average price of $41.96, for a total transaction of $146,860.00. Following the transaction, the chief accounting officer directly owned 34,248 shares in the company, valued at approximately $1,437,046.08. This represents a 9.27% decrease in their position. The SEC filing for this sale provides additional information. 0.21% of the stock is currently owned by company insiders.

About International Paper

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.