International Paper (NYSE:IP) Given New $48.00 Price Target at JPMorgan Chase & Co.

International Paper (NYSE:IP) had its price objective hoisted by stock analysts at JPMorgan Chase & Co. from $45.00 to $48.00 in a research report issued on Friday,MarketScreener reports. The firm currently has a “neutral” rating on the basic materials company’s stock. JPMorgan Chase & Co.‘s target price would indicate a potential upside of 19.25% from the stock’s previous close.

Several other brokerages have also weighed in on IP. Citigroup increased their target price on International Paper from $46.00 to $47.00 and gave the stock a “buy” rating in a research report on Friday. BNP Paribas Exane upgraded International Paper from a “strong sell” rating to an “outperform” rating and set a $44.00 price objective on the stock in a research note on Monday, November 24th. Zacks Research downgraded International Paper from a “hold” rating to a “strong sell” rating in a research note on Monday, January 12th. Wall Street Zen lowered International Paper from a “hold” rating to a “sell” rating in a report on Saturday, October 18th. Finally, Jefferies Financial Group raised their price objective on shares of International Paper from $47.00 to $48.00 and gave the company a “buy” rating in a research note on Thursday, January 22nd. Nine investment analysts have rated the stock with a Buy rating, two have issued a Hold rating and two have issued a Sell rating to the company. According to data from MarketBeat, International Paper has a consensus rating of “Moderate Buy” and an average price target of $49.53.

International Paper Trading Up 3.2%

NYSE IP opened at $40.25 on Friday. The company has a market capitalization of $21.25 billion, a price-to-earnings ratio of -6.00, a price-to-earnings-growth ratio of 0.45 and a beta of 1.10. International Paper has a 12 month low of $35.56 and a 12 month high of $58.11. The firm’s fifty day moving average price is $40.23 and its 200 day moving average price is $44.08. The company has a debt-to-equity ratio of 0.60, a current ratio of 1.28 and a quick ratio of 1.04.

International Paper (NYSE:IP) last released its quarterly earnings results on Thursday, January 29th. The basic materials company reported ($0.08) EPS for the quarter, missing the consensus estimate of $0.28 by ($0.36). The company had revenue of $6.01 billion for the quarter, compared to analysts’ expectations 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% compared to the same quarter last year. During the same quarter last year, the company earned ($0.02) EPS. On average, sell-side analysts expect that International Paper will post 2.77 earnings per share for the current fiscal year.

Insider Transactions at International Paper

In related news, CEO Andrew K. Silvernail bought 50,000 shares of the company’s stock in a transaction that occurred on Friday, January 30th. The shares were acquired at an average price of $39.98 per share, with a total value of $1,999,000.00. Following the completion of the transaction, the chief executive officer owned 50,000 shares of the company’s stock, valued at $1,999,000. The trade was a ? increase in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Also, SVP Clay R. Ellis sold 18,819 shares of the company’s stock in a transaction that occurred on Tuesday, November 18th. The shares were sold at an average price of $36.85, for a total value of $693,480.15. The SEC filing for this sale provides additional information. Corporate insiders own 0.35% of the company’s stock.

Institutional Investors Weigh In On International Paper

Several institutional investors and hedge funds have recently made changes to their positions in IP. Capital International Investors increased its holdings in International Paper by 51.4% during 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 purchasing an additional 16,622,062 shares in the last quarter. Norges Bank acquired a new position in International Paper during the 2nd quarter valued at about $281,735,000. Capital Research Global Investors boosted its stake in International Paper by 7.5% in the third quarter. Capital Research Global Investors now owns 54,330,790 shares of the basic materials company’s stock valued at $2,520,945,000 after acquiring an additional 3,768,772 shares during the last quarter. M&G PLC boosted its position in shares of International Paper by 165.9% in the 2nd quarter. M&G PLC now owns 3,220,070 shares of the basic materials company’s stock worth $150,553,000 after purchasing an additional 2,009,123 shares during the last quarter. Finally, Bank of New York Mellon Corp grew its position in shares of International Paper by 9.3% during the 2nd quarter. Bank of New York Mellon Corp now owns 18,737,896 shares of the basic materials company’s stock worth $877,496,000 after buying an additional 1,592,411 shares during the period. Institutional investors and hedge funds own 81.95% of the company’s stock.

International Paper News Roundup

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

• Positive Sentiment: CEO insider buy: CEO Andrew K. Silvernail purchased 50,000 shares at ~$39.98 (~$2.0M), signaling management confidence and providing a bullish technical/psychological catalyst. Read More.
• Positive Sentiment: 2026 guidance: Company set adjusted EBITDA targets of $3.5–$3.7B for full year and Q1 adj. EBITDA of $0.74–$0.76B, implying operational improvement and cash?flow recovery potential. Read More.
• Neutral Sentiment: Planned split into two companies: IP will separate into a North American company and a separate EMEA packaging company to sharpen regional focus — a strategic move that could unlock value long term but creates near?term execution and transition risk. Read More.
• Neutral Sentiment: Analyst moves mixed: Truist trimmed its price target to $48 but kept a “buy” rating (still implies upside), while Wells Fargo upgraded IP to “equal weight” with a $40 target — these actions temper/recast expectations rather than dramatically change the investment thesis. Read More. | Read More.
• Negative Sentiment: Q4 earnings miss and large impairment: Reported Q4 EPS of ($0.08) vs. $0.28 expected; company recorded a $2.47B pre?tax goodwill impairment plus accelerated depreciation and restructuring charges, producing a large GAAP loss and weighing on near?term profitability and multiples. Revenue rose ~53% (beat) but the impairment and margin impact drove a negative market reaction. Read More.

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.