Sidoti Issues Negative Forecast for Sylvamo Earnings

Sylvamo Corporation (NYSE:SLVM) – Stock analysts at Sidoti decreased their Q2 2026 earnings estimates for Sylvamo in a research report issued to clients and investors on Tuesday, May 12th. Sidoti analyst D. Harriman now forecasts that the company will post earnings of $0.20 per share for the quarter, down from their previous estimate of $0.68. The consensus estimate for Sylvamo’s current full-year earnings is $2.72 per share. Sidoti also issued estimates for Sylvamo’s Q3 2026 earnings at $1.56 EPS, FY2026 earnings at $2.10 EPS, Q1 2027 earnings at $0.73 EPS, Q2 2027 earnings at $0.87 EPS and Q4 2027 earnings at $1.85 EPS.

Sylvamo (NYSE:SLVM) last issued its earnings results on Friday, May 8th. The company reported ($0.53) earnings per share (EPS) for the quarter, missing the consensus estimate of ($0.25) by ($0.28). The firm had revenue of $755.00 million during the quarter, compared to analysts’ expectations of $740.85 million. Sylvamo had a return on equity of 9.79% and a net margin of 3.11%.The firm’s quarterly revenue was down 8.0% on a year-over-year basis. During the same period last year, the firm posted $0.68 earnings per share.

SLVM has been the subject of several other reports. Royal Bank Of Canada decreased their target price on shares of Sylvamo from $50.00 to $49.00 and set a “sector perform” rating for the company in a report on Monday. Zacks Research raised shares of Sylvamo from a “strong sell” rating to a “hold” rating in a report on Monday, April 27th. Weiss Ratings cut shares of Sylvamo from a “hold (c-)” rating to a “sell (d+)” rating in a report on Monday. Finally, Truist Financial initiated coverage on shares of Sylvamo in a report on Monday, March 30th. They set a “buy” rating and a $54.00 price objective for the company. Two analysts have rated the stock with a Buy rating, two have given a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, Sylvamo currently has an average rating of “Hold” and a consensus price target of $54.00.

Sylvamo Stock Down 3.5%

Shares of Sylvamo stock opened at $38.33 on Thursday. The company has a debt-to-equity ratio of 0.78, a quick ratio of 0.81 and a current ratio of 1.45. The stock has a market capitalization of $1.52 billion, a PE ratio of 15.15, a price-to-earnings-growth ratio of 0.52 and a beta of 0.91. Sylvamo has a 52-week low of $37.09 and a 52-week high of $57.65. The company has a 50-day simple moving average of $42.12 and a two-hundred day simple moving average of $45.89.

Sylvamo Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Tuesday, April 28th. Stockholders of record on Tuesday, April 7th were issued a dividend of $0.45 per share. This represents a $1.80 annualized dividend and a dividend yield of 4.7%. The ex-dividend date of this dividend was Tuesday, April 7th. Sylvamo’s payout ratio is presently 71.15%.

Insider Buying and Selling at Sylvamo

In other news, SVP Rodrigo Davoli sold 3,250 shares of the business’s stock in a transaction that occurred on Wednesday, March 4th. The shares were sold at an average price of $46.46, for a total transaction of $150,995.00. Following the completion of the transaction, the senior vice president directly owned 46,484 shares of the company’s stock, valued at $2,159,646.64. The trade was a 6.53% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. 0.81% of the stock is owned by insiders.

Institutional Inflows and Outflows

Several hedge funds have recently made changes to their positions in the stock. American Century Companies Inc. increased its stake in shares of Sylvamo by 7.2% in the third quarter. American Century Companies Inc. now owns 1,290,957 shares of the company’s stock worth $57,086,000 after purchasing an additional 87,095 shares in the last quarter. WINTON GROUP Ltd increased its stake in shares of Sylvamo by 802.6% in the third quarter. WINTON GROUP Ltd now owns 65,521 shares of the company’s stock worth $2,897,000 after purchasing an additional 58,262 shares in the last quarter. SG Americas Securities LLC increased its stake in shares of Sylvamo by 2,246.7% in the fourth quarter. SG Americas Securities LLC now owns 223,568 shares of the company’s stock worth $10,765,000 after purchasing an additional 214,041 shares in the last quarter. Denali Advisors LLC increased its stake in shares of Sylvamo by 309.2% in the third quarter. Denali Advisors LLC now owns 66,400 shares of the company’s stock worth $2,936,000 after purchasing an additional 50,174 shares in the last quarter. Finally, Rock Point Advisors LLC increased its stake in shares of Sylvamo by 81.6% in the third quarter. Rock Point Advisors LLC now owns 82,049 shares of the company’s stock worth $3,628,000 after purchasing an additional 36,862 shares in the last quarter. 91.16% of the stock is owned by hedge funds and other institutional investors.

More Sylvamo News

Here are the key news stories impacting Sylvamo this week:

• Positive Sentiment: Sidoti raised its Q4 2027 EPS estimate for Sylvamo to $1.85 from $1.50, and lifted FY2027 earnings to $5.75 from $5.65, signaling a more optimistic longer-term outlook.
• Positive Sentiment: Analysts also increased their Q3 2027 EPS estimate to $2.30 from $2.05, which may support investor confidence in future profitability.
• Neutral Sentiment: Sylvamo shared a Q1 2026 earnings call presentation, but no new operating update was provided in the linked item.
• Neutral Sentiment: Coverage from other media sources highlighted analyst commentary on Sylvamo and peers, but did not add a major company-specific catalyst.
• Negative Sentiment: Sidoti cut its FY2026 EPS estimate to $2.10 from $2.95, a substantial downgrade that points to weaker near-term earnings expectations.
• Negative Sentiment: The firm also lowered Q2 2026 EPS to $0.20 from $0.68 and trimmed Q3 2026 and Q1/Q2 2027 estimates, reinforcing concerns about softer results in the nearer term.

About Sylvamo

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.