Sidoti Has Pessimistic Outlook of Sylvamo Q1 Earnings

Sylvamo Corporation (NYSE:SLVM) – Stock analysts at Sidoti cut their Q1 2026 EPS estimates for shares of Sylvamo in a report released on Tuesday, February 17th. Sidoti analyst D. Harriman now anticipates that the company will post earnings of ($0.20) per share for the quarter, down from their previous estimate of $1.09. The consensus estimate for Sylvamo’s current full-year earnings is $7.45 per share. Sidoti also issued estimates for Sylvamo’s Q2 2026 earnings at $0.65 EPS, Q4 2026 earnings at $0.95 EPS, FY2026 earnings at $2.95 EPS, Q1 2027 earnings at $0.90 EPS, Q2 2027 earnings at $1.15 EPS, Q3 2027 earnings at $2.00 EPS, Q4 2027 earnings at $1.50 EPS and FY2027 earnings at $5.55 EPS.

Sylvamo (NYSE:SLVM) last posted its earnings results on Thursday, February 12th. The company reported $1.08 EPS for the quarter, topping the consensus estimate of $1.05 by $0.03. The business had revenue of $890.00 million during the quarter, compared to the consensus estimate of $858.76 million. Sylvamo had a return on equity of 15.12% and a net margin of 3.94%.Sylvamo’s revenue was down 8.2% on a year-over-year basis. During the same quarter last year, the company earned $1.96 EPS.

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

Sylvamo Stock Up 1.6%

Shares of SLVM opened at $47.86 on Thursday. The company has a market capitalization of $1.89 billion, a P/E ratio of 14.68 and a beta of 0.95. The company has a debt-to-equity ratio of 0.79, a current ratio of 1.50 and a quick ratio of 0.92. Sylvamo has a one year low of $37.51 and a one year high of $73.73. The business’s 50 day simple moving average is $49.99 and its 200-day simple moving average is $46.36.

Sylvamo Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Friday, January 23rd. Shareholders of record on Monday, January 5th were given a dividend of $0.45 per share. The ex-dividend date was Monday, January 5th. This represents a $1.80 dividend on an annualized basis and a yield of 3.8%. Sylvamo’s dividend payout ratio is presently 55.21%.

Institutional Investors Weigh In On Sylvamo

Institutional investors and hedge funds have recently modified their holdings of the business. UMB Bank n.a. grew its holdings in Sylvamo by 171.2% during the 4th quarter. UMB Bank n.a. now owns 564 shares of the company’s stock worth $27,000 after acquiring an additional 356 shares during the period. Versant Capital Management Inc grew its stake in shares of Sylvamo by 328.3% during the third quarter. Versant Capital Management Inc now owns 681 shares of the company’s stock worth $30,000 after purchasing an additional 522 shares during the period. GAMMA Investing LLC increased its holdings in Sylvamo by 222.8% in the fourth quarter. GAMMA Investing LLC now owns 765 shares of the company’s stock valued at $37,000 after purchasing an additional 528 shares during the last quarter. International Assets Investment Management LLC acquired a new position in Sylvamo in the fourth quarter valued at about $38,000. Finally, Farther Finance Advisors LLC boosted its holdings in Sylvamo by 162.7% during the fourth quarter. Farther Finance Advisors LLC now owns 838 shares of the company’s stock worth $40,000 after buying an additional 519 shares during the last quarter. 91.16% of the stock is owned by institutional investors.

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.