Sylvamo (NYSE:SLVM) Issues Quarterly Earnings Results

Sylvamo (NYSE:SLVM) posted its earnings results on Thursday. The company reported $1.08 earnings per share for the quarter, beating analysts’ consensus estimates of $1.05 by $0.03, FiscalAI reports. Sylvamo had a return on equity of 19.72% and a net margin of 5.25%.The business had revenue of $890.00 million during the quarter, compared to analyst estimates of $858.76 million. During the same quarter in the previous year, the firm earned $1.96 EPS. The company’s quarterly revenue was down 8.2% compared to the same quarter last year.

Here are the key takeaways from Sylvamo’s conference call:

• Reported solid 2025 results with $448 million Adjusted EBITDA, $44 million free cash flow, net debt/Adjusted EBITDA of 1.6x, $155 million returned to shareholders, and $224 million reinvested to strengthen the business.
• Management called 2026 a transition year with ~$85 million of one-time North American EBITDA impacts (plus a separate ~$10 million Riverdale cold‑weather charge), $245 million planned capex (including $145M at Eastover), and an expected working‑capital drag.
• The Eastover investments (paper‑machine optimization, new sheeter, woodyard modernization) are on schedule and expected to add 60,000 tons, lower costs and improve mix, positioning the company to ramp volumes and materially improve cash flow and returns in 2027 and beyond.
• Company will discontinue quarterly Adjusted EBITDA outlooks to emphasize long‑term value creation and is launching Lean and digital transformation initiatives (starting in Latin America) to drive operational improvement and customer centricity.

Sylvamo Stock Performance

Sylvamo stock opened at $54.77 on Friday. The firm’s fifty day moving average price is $49.94 and its 200-day moving average price is $46.29. The company has a debt-to-equity ratio of 0.80, a quick ratio of 0.85 and a current ratio of 1.52. The stock has a market cap of $2.16 billion, a P/E ratio of 12.53 and a beta of 0.95. Sylvamo has a fifty-two week low of $37.51 and a fifty-two week high of $73.73.

Sylvamo Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Friday, January 23rd. Stockholders of record on Monday, January 5th were issued a $0.45 dividend. The ex-dividend date of this dividend was Monday, January 5th. This represents a $1.80 dividend on an annualized basis and a dividend yield of 3.3%. Sylvamo’s dividend payout ratio is presently 41.19%.

Analyst Ratings Changes

Several equities analysts recently commented on SLVM shares. Bank of America raised shares of Sylvamo from an “underperform” rating to a “buy” rating and boosted their price objective for the company from $41.00 to $59.00 in a research note on Monday, November 17th. Weiss Ratings reissued a “hold (c)” rating on shares of Sylvamo in a report on Wednesday, January 21st. Finally, Royal Bank Of Canada reaffirmed a “sector perform” rating and issued a $53.00 price target on shares of Sylvamo in a report on Thursday, December 18th. One analyst has rated the stock with a Buy rating, two have assigned a Hold rating and one has given a Sell rating to the stock. According to MarketBeat, the company has a consensus rating of “Hold” and an average price target of $56.00.

Key Stories Impacting Sylvamo

Here are the key news stories impacting Sylvamo this week:

• Positive Sentiment: Q4 beat: Sylvamo reported $1.08 EPS (vs. $1.05 consensus) and $890M revenue (vs. ~$859M estimate), which likely reassured investors on near‑term operating performance. Sylvamo Corporation (SLVM) Q4 Earnings and Revenues Top Estimates
• Positive Sentiment: Investor materials and management commentary were released (press release, slide deck, call), giving analysts fresh data to update models and supporting the stock move. Sylvamo Releases Fourth Quarter, Full Year Earnings
• Neutral Sentiment: Full slide deck and earnings presentation are available for review — useful for investors but not an immediate catalyst by itself. Sylvamo Corporation 2025 Q4 – Results – Earnings Call Presentation
• Neutral Sentiment: Transcripts of the earnings call were posted (Seeking Alpha, Yahoo), letting investors read management’s exact wording on demand and refine near‑term expectations. Sylvamo Corporation (SLVM) Q4 2025 Earnings Call Transcript
• Negative Sentiment: Underlying weakness: revenue declined ~8.2% year‑over‑year and Q4 EPS fell materially from prior‑year levels (from $1.94–$1.96 to $1.08), signaling softer demand that could pressure margins if trends persist. Listen to Conference Call
• Negative Sentiment: Management flagged a volatile 2026 outlook and potential headwinds; investors will watch guidance and any cost‑management updates for downside risk to near‑term earnings. Sylvamo Earnings Call: Navigating a Volatile 2026

Institutional Investors Weigh In On Sylvamo

Large investors have recently added to or reduced their stakes in the company. Royal Bank of Canada lifted its stake in Sylvamo by 49.4% during the first quarter. Royal Bank of Canada now owns 22,853 shares of the company’s stock worth $1,532,000 after purchasing an additional 7,556 shares during the last quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. raised its holdings in shares of Sylvamo by 4.5% during the 1st quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 20,690 shares of the company’s stock valued at $1,388,000 after buying an additional 893 shares in the last quarter. Empowered Funds LLC lifted its position in Sylvamo by 16.9% in the 1st quarter. Empowered Funds LLC now owns 17,730 shares of the company’s stock worth $1,189,000 after buying an additional 2,557 shares during the last quarter. Intech Investment Management LLC boosted its stake in Sylvamo by 25.9% in the first quarter. Intech Investment Management LLC now owns 18,140 shares of the company’s stock worth $1,217,000 after buying an additional 3,727 shares in the last quarter. Finally, Russell Investments Group Ltd. grew its position in Sylvamo by 23.1% during the second quarter. Russell Investments Group Ltd. now owns 24,621 shares of the company’s stock valued at $1,234,000 after acquiring an additional 4,613 shares during the last quarter. Hedge funds and other institutional investors own 91.16% of the company’s stock.

Sylvamo Company Profile

Sylvamo Corporation, trading on the New York Stock Exchange under the ticker SLVM, is a leading global producer of uncoated freesheet paper. The company was established in October 2021 through a spin-off from International Paper, creating an independent entity focused exclusively on the development, manufacturing and marketing of high-quality uncoated paper products. Headquartered in Memphis, Tennessee, Sylvamo draws on decades of industry experience inherited from its predecessor, positioning itself to meet evolving customer needs in paper-based communications and packaging applications.

The company’s core product portfolio includes office and digital print papers, direct mail and marketing materials, catalog and commercial printing papers, and a range of specialty and value-added grades.