UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC Invests $114.38 Million in International Paper Company $IP

UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC purchased a new stake in shares of International Paper Company (NYSE:IP) in the 2nd quarter, Holdings Channel.com reports. The institutional investor purchased 3,002,077 shares of the basic materials company’s stock, valued at approximately $114,379,000.

Several other large investors have also recently modified their holdings of the stock. MCF Advisors LLC boosted its stake in International Paper by 36.7% in the 4th quarter. MCF Advisors LLC now owns 853 shares of the basic materials company’s stock worth $34,000 after purchasing an additional 229 shares in the last quarter. Rothschild Investment LLC increased its stake in International Paper by 4.2% during the 4th quarter. Rothschild Investment LLC now owns 5,993 shares of the basic materials company’s stock valued at $236,000 after purchasing an additional 242 shares in the last quarter. Independent Advisor Alliance raised its holdings in International Paper by 3.3% in the fourth quarter. Independent Advisor Alliance now owns 7,750 shares of the basic materials company’s stock worth $305,000 after buying an additional 244 shares during the last quarter. Horizon Investments LLC raised its holdings in International Paper by 3.3% in the fourth quarter. Horizon Investments LLC now owns 8,456 shares of the basic materials company’s stock worth $333,000 after buying an additional 267 shares during the last quarter. Finally, Stephens Inc. AR lifted its stake in shares of International Paper by 1.3% in the first quarter. Stephens Inc. AR now owns 23,032 shares of the basic materials company’s stock worth $853,000 after buying an additional 298 shares in the last quarter. Hedge funds and other institutional investors own 81.95% of the company’s stock.

Insider Buying and Selling at International Paper

In related news, VP William Thomas Hamic sold 24,500 shares of International Paper stock in a transaction on Friday, August 7th. The stock was sold at an average price of $41.20, for a total value of $1,009,400.00. Following the completion of the sale, the vice president owned 106,952 shares of the company’s stock, valued at $4,406,422.40. The trade was a 18.64% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, CAO Holly G. Goughnour sold 3,500 shares of the company’s stock in a transaction on Tuesday, August 4th. The shares were sold at an average price of $41.96, for a total value of $146,860.00. Following the sale, the chief accounting officer owned 34,248 shares of the company’s stock, valued at approximately $1,437,046.08. This trade represents a 9.27% decrease in their position. The SEC filing for this sale provides additional information. 0.21% of the stock is owned by corporate insiders.

Analyst Ratings Changes

Several brokerages recently weighed in on IP. JPMorgan Chase & Co. raised shares of International Paper from a “neutral” rating to an “overweight” rating and raised their price target for the company from $51.00 to $61.00 in a research report on Tuesday, July 28th. Seaport Research Partners reaffirmed a “buy” rating and issued a $46.00 price objective on shares of International Paper in a research report on Wednesday, August 12th. Loop Capital set a $61.00 target price on International Paper in a research note on Tuesday, July 28th. Weiss Ratings raised International Paper from a “sell (d)” rating to a “sell (d+)” rating in a report on Friday, August 21st. Finally, Citigroup boosted their price target on International Paper from $43.00 to $48.00 and gave the stock a “buy” rating in a research note on Friday, July 31st. Nine investment analysts have rated the stock with a Buy rating, four have issued a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, International Paper presently has an average rating of “Moderate Buy” and an average price target of $48.75.

International Paper Stock Performance

Shares of IP stock opened at $36.36 on Wednesday. The company has a 50 day moving average price of $39.63 and a 200-day moving average price of $37.58. International Paper Company has a 52 week low of $29.26 and a 52 week high of $50.25. The firm has a market capitalization of $19.26 billion, a PE ratio of -5.58 and a beta of 0.93. The company has a quick ratio of 0.84, a current ratio of 1.10 and a debt-to-equity ratio of 0.57.

International Paper (NYSE:IP) last released its quarterly earnings data on Thursday, July 30th. The basic materials company reported $0.04 earnings per share for the quarter, beating the consensus estimate of ($0.04) by $0.08. The firm had revenue of $6 billion during the quarter, compared to analysts’ expectations of $6.19 billion. International Paper had a negative net margin of 14.20% and a negative return on equity of 1.09%. The firm’s quarterly revenue was down 11.3% on a year-over-year basis. During the same period in the previous year, the company earned $0.20 earnings per share. As a group, equities research analysts expect that International Paper Company will post 1.34 earnings per share for the current year.

International Paper Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Tuesday, September 15th. Shareholders of record on Friday, August 14th will be paid a dividend of $0.4625 per share. The ex-dividend date is Friday, August 14th. This represents a $1.85 dividend on an annualized basis and a yield of 5.1%. International Paper’s payout ratio is currently -28.37%.

Trending Headlines about International Paper

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

• Positive Sentiment: Zacks Research raised several longer-term EPS estimates. Forecasts increased for Q1 2027 to $0.64 from $0.60, FY2027 to $2.81 from $2.75, and FY2028 to $3.52 from $3.47. Estimates for Q3 2027, Q4 2027 and Q1 2028 were also raised slightly, suggesting analysts see potential for earnings improvement beyond fiscal 2026. Zacks maintained a “Hold” rating. Zacks Research estimates
• Positive Sentiment: Insider buying provides a limited supportive signal. Over the past six months, executives Anders Gustafsson and Scott Tozier purchased roughly $1.3 million of IP shares in total, although another executive sold approximately $1.0 million. International Paper trading analysis
• Neutral Sentiment: International Paper and other partners were associated with nearly $5 million in habitat-restoration grants in the Lower Mississippi Alluvial Valley. The initiative may support the company’s environmental profile, but the announcement is unlikely to materially affect earnings or valuation. NFWF habitat-restoration grants
• Negative Sentiment: Near-term earnings expectations were reduced. Zacks cut Q3 2026 EPS to $0.32 from $0.34 and FY2026 EPS to $1.29 from $1.32. The revisions reinforce concerns that the current-year recovery remains uneven.
• Negative Sentiment: Soft demand and weak profitability continue to weigh on sentiment. Recent results showed lower sales volumes, revenue below the year-earlier period, and only $0.04 in adjusted operating earnings per share. Investors are also questioning how much additional benefit containerboard price increases can provide. A broader risk-off market, geopolitical concerns and higher oil prices have added pressure to cyclical materials stocks such as IP. International Paper stock analysis

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.