International Paper (NYSE:IP) Given New $47.00 Price Target at Citigroup

International Paper (NYSE:IP) had its target price boosted by Citigroup from $46.00 to $47.00 in a report issued on Friday morning,MarketScreener reports. They currently have a buy rating on the basic materials company’s stock.

A number of other research firms have also recently commented on IP. BNP Paribas Exane upgraded International Paper from a “strong sell” rating to an “outperform” rating and set a $44.00 target price on the stock in a research report on Monday, November 24th. Truist Financial dropped their price objective on shares of International Paper from $50.00 to $48.00 and set a “buy” rating for the company in a research note on Friday. Wells Fargo & Company upgraded International Paper from an “underweight” rating to an “equal weight” rating and raised their price objective for the stock from $36.00 to $40.00 in a report on Friday. Stifel Nicolaus set a $57.80 target price on International Paper and gave the company a “buy” rating in a report on Friday, October 17th. Finally, Weiss Ratings reiterated a “sell (d+)” rating on shares of International Paper in a research note on Monday, December 29th. Nine equities research analysts have rated the stock with a Buy rating, two have given a Hold rating and two have issued a Sell rating to the stock. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $49.53.

International Paper Trading Up 3.2%

NYSE IP traded up $1.25 on Friday, reaching $40.25. The stock had a trading volume of 10,160,525 shares, compared to its average volume of 6,965,506. The company has a quick ratio of 1.04, a current ratio of 1.28 and a debt-to-equity ratio of 0.60. The firm has a market capitalization of $21.25 billion, a price-to-earnings ratio of -6.00, a P/E/G ratio of 0.45 and a beta of 1.10. International Paper has a 12-month low of $35.56 and a 12-month high of $58.11. The stock has a fifty day moving average price of $40.23 and a two-hundred day moving average price of $44.08.

International Paper (NYSE:IP) last released its earnings results on Thursday, January 29th. The basic materials company reported ($0.08) earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.28 by ($0.36). The business 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%.International Paper’s quarterly revenue was up 53.1% compared to the same quarter last year. During the same quarter last year, the company earned ($0.02) earnings per share. As a group, sell-side analysts forecast that International Paper will post 2.77 EPS for the current fiscal year.

Insider Transactions at International Paper

In other International Paper news, CEO Andrew K. Silvernail acquired 50,000 shares of International Paper stock in a transaction dated Friday, January 30th. The stock was bought at an average price of $39.98 per share, for a total transaction of $1,999,000.00. Following the transaction, the chief executive officer owned 50,000 shares in the company, valued at approximately $1,999,000. This trade represents a ∞ increase in their position. The acquisition was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, SVP Clay R. Ellis sold 18,819 shares of the company’s stock in a transaction on Tuesday, November 18th. The shares were sold at an average price of $36.85, for a total value of $693,480.15. Additional details regarding this sale are available in the official SEC disclosure. 0.35% of the stock is owned by insiders.

Institutional Inflows and Outflows

A number of large investors have recently made changes to their positions in IP. Vanguard Group Inc. boosted its holdings in International Paper by 0.5% during the fourth quarter. Vanguard Group Inc. now owns 64,357,913 shares of the basic materials company’s stock valued at $2,535,058,000 after purchasing an additional 310,834 shares in the last quarter. Capital Research Global Investors boosted its stake in International Paper by 7.5% in the 3rd quarter. Capital Research Global Investors now owns 54,330,790 shares of the basic materials company’s stock valued at $2,520,945,000 after buying an additional 3,768,772 shares in the last quarter. Capital International Investors grew its position in International Paper by 51.4% in the third quarter. Capital International Investors now owns 48,990,719 shares of the basic materials company’s stock valued at $2,272,966,000 after acquiring an additional 16,622,062 shares during the period. State Street Corp raised its stake in International Paper by 0.8% during the third quarter. State Street Corp now owns 29,612,060 shares of the basic materials company’s stock worth $1,374,000,000 after acquiring an additional 225,444 shares in the last quarter. Finally, Bank of New York Mellon Corp lifted its holdings in shares of International Paper by 9.3% during the second quarter. Bank of New York Mellon Corp now owns 18,737,896 shares of the basic materials company’s stock valued at $877,496,000 after acquiring an additional 1,592,411 shares during the period. Institutional investors and hedge funds own 81.95% of the company’s stock.

Key International Paper News

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

• Positive Sentiment: CEO insider buy: CEO Andrew K. Silvernail purchased 50,000 shares at ~$39.98 (~$2.0M), signaling management confidence and providing a bullish technical/psychological catalyst. Read More.
• Positive Sentiment: 2026 guidance: Company set adjusted EBITDA targets of $3.5–$3.7B for full year and Q1 adj. EBITDA of $0.74–$0.76B, implying operational improvement and cash‑flow recovery potential. Read More.
• Neutral Sentiment: Planned split into two companies: IP will separate into a North American company and a separate EMEA packaging company to sharpen regional focus — a strategic move that could unlock value long term but creates near‑term execution and transition risk. Read More.
• Neutral Sentiment: Analyst moves mixed: Truist trimmed its price target to $48 but kept a “buy” rating (still implies upside), while Wells Fargo upgraded IP to “equal weight” with a $40 target — these actions temper/recast expectations rather than dramatically change the investment thesis. Read More. | Read More.
• Negative Sentiment: Q4 earnings miss and large impairment: Reported Q4 EPS of ($0.08) vs. $0.28 expected; company recorded a $2.47B pre‑tax goodwill impairment plus accelerated depreciation and restructuring charges, producing a large GAAP loss and weighing on near‑term profitability and multiples. Revenue rose ~53% (beat) but the impairment and margin impact drove a negative market reaction. Read More.

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.