Hudson Bay Capital Management LP Buys 41,746 Shares of International Paper Company $IP

Hudson Bay Capital Management LP boosted its stake in International Paper Company (NYSE:IP) by 63.3% in the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 107,714 shares of the basic materials company’s stock after purchasing an additional 41,746 shares during the quarter. Hudson Bay Capital Management LP’s holdings in International Paper were worth $4,998,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also bought and sold shares of the company. Capital International Investors increased its holdings in International Paper by 51.4% in the 3rd quarter. Capital International Investors now owns 48,990,719 shares of the basic materials company’s stock valued at $2,272,966,000 after buying an additional 16,622,062 shares during the period. Norges Bank bought a new stake in shares of International Paper during the 2nd quarter worth approximately $281,735,000. Capital Research Global Investors boosted its position in shares of International Paper by 7.5% during the 3rd quarter. Capital Research Global Investors now owns 54,330,790 shares of the basic materials company’s stock worth $2,520,945,000 after acquiring an additional 3,768,772 shares in the last quarter. Vanguard Group Inc. boosted its position in shares of International Paper by 2.0% during the 2nd quarter. Vanguard Group Inc. now owns 63,879,190 shares of the basic materials company’s stock worth $2,991,462,000 after acquiring an additional 1,255,650 shares in the last quarter. Finally, Invesco Ltd. increased its stake in International Paper by 11.8% in the third quarter. Invesco Ltd. now owns 9,121,170 shares of the basic materials company’s stock valued at $423,222,000 after acquiring an additional 960,240 shares during the last quarter. Institutional investors own 81.95% of the company’s stock.

Analyst Upgrades and Downgrades

Several research analysts have commented on IP shares. Truist Financial set a $48.00 price objective on shares of International Paper in a research report on Thursday, February 26th. Royal Bank Of Canada decreased their price target on International Paper from $55.00 to $54.00 and set an “outperform” rating on the stock in a research note on Friday, January 30th. BNP Paribas Exane raised International Paper from a “strong sell” rating to an “outperform” rating and set a $44.00 price target for the company in a report on Monday, November 24th. Weiss Ratings restated a “sell (d+)” rating on shares of International Paper in a research report on Monday, December 29th. Finally, Stifel Nicolaus reduced their price objective on International Paper from $51.80 to $50.70 and set a “buy” rating on the stock in a research note on Monday, February 9th. Eight investment analysts have rated the stock with a Buy rating, four have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $48.06.

International Paper News Summary

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

• Positive Sentiment: Announced a new 468,000 sq. ft. sustainable packaging facility in Rankin County, Mississippi — this adds packaging capacity, supports demand for sustainable packaging and reinforces long‑term growth/ESG positioning. International Paper Plans to Build New Sustainable Packaging Facility in Rankin County, Mississippi
• Positive Sentiment: Some analyst optimism remains: a recent consensus summary shows analysts giving the stock a “Moderate Buy,” indicating pockets of support among the street. International Paper Company (NYSE:IP) Receives Consensus Rating of “Moderate Buy” from Analysts
• Positive Sentiment: Zacks raised a couple of fourth-quarter estimates (Q4 2026 and Q4 2027) — small upward tweaks to later-quarter forecasts that suggest some improvement in expected end‑of‑year results. MarketBeat – International Paper analyst notes
• Neutral Sentiment: Wells Fargo trimmed its price target from $40 to $38 but kept an “equal weight” rating — reduces upside expectations modestly while leaving the rating unchanged. Benzinga coverage of Wells Fargo price target change
• Neutral Sentiment: Coverage notes that IP has underperformed the S&P 500 over the past year; analysts are cautiously optimistic but the relative performance narrative can keep investors hesitant. Is International Paper Stock Underperforming the S&P 500?
• Negative Sentiment: Zacks cut several near‑term quarterly EPS estimates (multiple trims to Q1–Q3 2026 and Q1–Q3 2027), signaling weaker near‑term profitability expectations that can pressure the stock. MarketBeat – International Paper analyst updates
• Negative Sentiment: Fundamental headwinds remain visible from past results — recent quarterly results showed an EPS miss and negative net margin, underscoring short‑term profit pressure and contributing to bearish sentiment.

International Paper Trading Down 1.0%

NYSE IP opened at $33.68 on Friday. The company has a quick ratio of 1.02, a current ratio of 1.28 and a debt-to-equity ratio of 0.60. International Paper Company has a twelve month low of $33.57 and a twelve month high of $56.64. The company has a market cap of $17.83 billion, a price-to-earnings ratio of -5.02 and a beta of 1.09. The business’s fifty day moving average is $42.61 and its 200 day moving average is $42.43.

International Paper (NYSE:IP) last issued 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 firm had revenue of $6.01 billion during 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 revenue for the quarter was up 53.1% on a year-over-year basis. During the same period in the previous year, the company earned ($0.02) EPS. As a group, sell-side analysts expect that International Paper Company will post 2.77 EPS for the current fiscal year.

Insider Activity

In other International Paper news, Director Anders Gustafsson bought 13,217 shares of the business’s stock in a transaction that occurred on Thursday, March 12th. The shares were acquired at an average cost of $37.83 per share, for a total transaction of $499,999.11. Following the transaction, the director directly owned 26,092 shares in the company, valued at approximately $987,060.36. This represents a 102.66% increase in their ownership of the stock. The purchase was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, CEO Andrew K. Silvernail bought 50,000 shares of International Paper stock in a transaction on Friday, January 30th. The shares were acquired at an average cost of $39.98 per share, for a total transaction of $1,999,000.00. Following the completion of the acquisition, the chief executive officer directly owned 50,000 shares in the company, valued at approximately $1,999,000. The trade was a ∞ increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. Over the last 90 days, insiders have bought 76,092 shares of company stock worth $2,999,064. Company insiders own 0.35% of the company’s stock.

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.