International Paper (NYSE:IP) Price Target Lowered to $48.00 at Truist Financial

International Paper (NYSE:IP) had its target price cut by Truist Financial from $50.00 to $48.00 in a research report report published on Friday morning,MarketScreener reports. They currently have a buy rating on the basic materials company’s stock.

Other analysts have also recently issued research reports about the stock. Jefferies Financial Group boosted their target price on shares of International Paper from $47.00 to $48.00 and gave the company a “buy” rating in a report on Thursday, January 22nd. Weiss Ratings reissued a “sell (d+)” rating on shares of International Paper in a research note on Monday, December 29th. Argus decreased their target price on shares of International Paper from $55.00 to $50.00 and set a “buy” rating for the company in a research note on Monday, December 22nd. Stifel Nicolaus set a $57.80 price target on International Paper and gave the stock a “buy” rating in a research report on Friday, October 17th. Finally, JPMorgan Chase & Co. reduced their price objective on International Paper from $46.00 to $45.00 and set a “neutral” rating for the company in a research report on Wednesday, January 21st. Nine analysts have rated the stock with a Buy rating, two have issued a Hold rating and two have given a Sell rating to the stock. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus target price of $49.16.

International Paper Stock Performance

NYSE:IP opened at $40.25 on Friday. 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’s fifty day simple moving average is $40.23 and its 200 day simple moving average is $44.08. The stock has a market cap of $21.25 billion, a P/E ratio of -6.00, a price-to-earnings-growth ratio of 0.45 and a beta of 1.10. International Paper has a twelve month low of $35.56 and a twelve month high of $58.11.

International Paper (NYSE:IP) last issued its quarterly earnings data 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 company had revenue of $6.01 billion during the quarter, compared to the consensus estimate of $5.90 billion. International Paper had a negative return on equity of 0.35% and a negative net margin of 14.12%.The firm’s revenue for the quarter was up 53.1% compared to the same quarter last year. During the same quarter last year, the company posted ($0.02) earnings per share. As a group, research analysts predict that International Paper will post 2.77 EPS for the current year.

Insider Activity at International Paper

In related news, CEO Andrew K. Silvernail bought 50,000 shares of the firm’s stock in a transaction that occurred on Friday, January 30th. The shares were bought at an average cost of $39.98 per share, with a total value of $1,999,000.00. Following the acquisition, the chief executive officer owned 50,000 shares in the company, valued at $1,999,000. This trade represents a ∞ increase in their ownership of the stock. The purchase was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, SVP Clay R. Ellis sold 18,819 shares of International Paper 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. The SEC filing for this sale provides additional information. 0.35% of the stock is currently owned by company insiders.

Institutional Inflows and Outflows

Several institutional investors have recently made changes to their positions in the stock. Bank of New York Mellon Corp lifted its holdings in shares of International Paper by 9.3% in the 2nd quarter. Bank of New York Mellon Corp now owns 18,737,896 shares of the basic materials company’s stock worth $877,496,000 after acquiring an additional 1,592,411 shares during the last quarter. Westfield Capital Management Co. LP lifted its stake in International Paper by 9.7% in the second quarter. Westfield Capital Management Co. LP now owns 2,323,693 shares of the basic materials company’s stock worth $108,819,000 after purchasing an additional 205,888 shares during the last quarter. Consolidated Planning Corp bought a new stake in International Paper in the second quarter worth about $317,000. Whalen Wealth Management Inc. bought a new position in shares of International Paper during the second quarter valued at approximately $604,000. Finally, Norges Bank purchased a new stake in shares of International Paper in the second quarter worth approximately $281,735,000. Institutional investors own 81.95% of the company’s stock.

Key Headlines Impacting International Paper

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.