Recurrent Investment Advisors LLC Raises Stock Position in International Paper Company $IP

Recurrent Investment Advisors LLC lifted its holdings in International Paper Company (NYSE:IP) by 102.0% during the first quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 28,266 shares of the basic materials company’s stock after buying an additional 14,276 shares during the period. Recurrent Investment Advisors LLC’s holdings in International Paper were worth $1,009,000 at the end of the most recent reporting period.

Several other hedge funds have also recently made changes to their positions in the business. McIlrath & Eck LLC lifted its holdings in shares of International Paper by 452.6% in the 4th quarter. McIlrath & Eck LLC now owns 641 shares of the basic materials company’s stock valued at $25,000 after acquiring an additional 525 shares during the last quarter. MV Capital Management Inc. bought a new stake in International Paper during the fourth quarter worth approximately $25,000. Ascentis Independent Advisors purchased a new stake in International Paper during the first quarter valued at approximately $28,000. DV Equities LLC bought a new stake in shares of International Paper in the 4th quarter valued at approximately $29,000. Finally, Sound Income Strategies LLC lifted its stake in shares of International Paper by 94.0% in the 4th quarter. Sound Income Strategies LLC now owns 710 shares of the basic materials company’s stock valued at $31,000 after purchasing an additional 344 shares during the last quarter. 81.95% of the stock is currently owned by hedge funds and other institutional investors.

International Paper News Summary

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

• Positive Sentiment: JPMorgan upgraded International Paper (IP) from “neutral” to “overweight” and raised its price target from $51 to $61. The firm cited an improving U.S. linerboard pricing cycle, which could support stronger margins and earnings. International Paper raised at JP Morgan on improving US linerboard pricing cycle
• Positive Sentiment: The JPMorgan target implies substantial upside from recent trading levels and helped reinforce the view that a recovery in pricing could improve International Paper’s financial performance. Why is International Paper stock soaring today?
• Positive Sentiment: Zacks Research raised its FY2026 EPS estimate to $1.34 from $1.32 and increased its Q4 2026 estimate to $0.75 from $0.69. These revisions suggest some improvement in expected near-term profitability, although Zacks maintained a “Hold” rating.
• Neutral Sentiment: Zacks made mixed changes to its 2027 outlook, raising Q1 EPS to $0.58 from $0.56 while trimming Q2 EPS to $0.66 from $0.67 and Q3 EPS to $0.71 from $0.72. The overall full-year consensus remains $1.39 per share.
• Neutral Sentiment: International Paper’s CEO is scheduled to speak at the Jefferies 2026 Industrials Conference on September 10. The event could provide updates on strategy, demand and pricing, but no new company guidance was announced.
• Negative Sentiment: Unusually heavy put-option activity—16,246 contracts, roughly 341% above typical volume—signals increased hedging or bearish speculation. Options activity does not necessarily indicate that the underlying business outlook has deteriorated.
• Negative Sentiment: International Paper is approaching Q2 earnings with expectations for lower revenue and a projected loss, reflecting maintenance costs and pricing changes. Its prior quarter also missed both EPS and revenue estimates, adding execution risk ahead of the results.

International Paper Price Performance

Shares of IP stock opened at $44.05 on Wednesday. The stock has a 50 day moving average price of $36.21 and a 200 day moving average price of $38.01. The firm has a market capitalization of $23.33 billion, a P/E ratio of -6.93 and a beta of 0.94. The company has a debt-to-equity ratio of 0.55, a quick ratio of 0.94 and a current ratio of 1.21. International Paper Company has a 52-week low of $29.26 and a 52-week high of $56.13.

International Paper (NYSE:IP) last released its earnings results on Thursday, April 30th. The basic materials company reported $0.15 earnings per share for the quarter, missing analysts’ consensus estimates of $0.18 by ($0.03). International Paper had a negative return on equity of 0.49% and a negative net margin of 13.42%.The business had revenue of $5.97 billion during the quarter, compared to analysts’ expectations of $6.02 billion. During the same quarter in the previous year, the business earned $0.17 EPS. The business’s revenue for the quarter was up 13.4% on a year-over-year basis. As a group, sell-side analysts predict that International Paper Company will post 1.4 earnings per share for the current year.

International Paper Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Tuesday, September 15th. Investors of record on Friday, August 14th will be paid a $0.4625 dividend. This represents a $1.85 annualized dividend and a yield of 4.2%. The ex-dividend date of this dividend is Friday, August 14th. International Paper’s dividend payout ratio (DPR) is currently -29.09%.

Insider Buying and Selling

In related news, Director Scott Tozier acquired 10,000 shares of the firm’s stock in a transaction that occurred on Friday, May 1st. The stock was bought at an average price of $31.30 per share, for a total transaction of $313,000.00. Following the acquisition, the director directly owned 10,025 shares of the company’s stock, valued at $313,782.50. This represents a 40,000.00% increase in their position. The acquisition was disclosed in a document filed with the SEC, which is available at this hyperlink. 0.21% of the stock is owned by corporate insiders.

Analyst Upgrades and Downgrades

Several equities analysts have recently weighed in on the company. Loop Capital set a $61.00 target price on International Paper in a research report on Tuesday. Bank of America downgraded International Paper from a “buy” rating to a “neutral” rating and set a $41.00 price target for the company. in a research report on Tuesday, July 14th. Truist Financial lifted their price objective on shares of International Paper from $40.00 to $46.00 and gave the stock a “buy” rating in a research note on Wednesday, July 15th. Citigroup boosted their price objective on shares of International Paper from $36.00 to $43.00 and gave the company a “buy” rating in a research report on Thursday, July 9th. Finally, JPMorgan Chase & Co. raised shares of International Paper from a “neutral” rating to an “overweight” rating and increased their target price for the company from $51.00 to $61.00 in a research note on Tuesday. Nine equities research analysts have rated the stock with a Buy rating, four have assigned a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus price target of $46.36.

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.