UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC Makes New Investment 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, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor purchased 3,002,077 shares of the basic materials company’s stock, valued at approximately $114,379,000. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC owned 0.57% of International Paper as of its most recent SEC filing.

Several other large investors have also recently modified their holdings of the stock. Man Group plc purchased a new stake in International Paper during the 2nd quarter valued at $24,640,000. DNB Asset Management AS grew its holdings in International Paper by 144.2% in the 4th quarter. DNB Asset Management AS now owns 258,920 shares of the basic materials company’s stock worth $10,199,000 after acquiring an additional 152,907 shares during the last quarter. D.A. Davidson & CO. increased its position in shares of International Paper by 29.6% in the first quarter. D.A. Davidson & CO. now owns 137,856 shares of the basic materials company’s stock valued at $4,921,000 after acquiring an additional 31,518 shares during the period. Bellwether Advisors LLC purchased a new position in shares of International Paper in the first quarter valued at about $2,615,000. Finally, Norges Bank bought a new position in shares of International Paper during the fourth quarter valued at about $250,093,000. Hedge funds and other institutional investors own 81.95% of the company’s stock.

More International Paper News

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

Insider Buying and Selling at International Paper

In related news, VP William Thomas Hamic sold 24,500 shares of the stock in a transaction dated Friday, August 7th. The shares were sold at an average price of $41.20, for a total value of $1,009,400.00. Following the completion of the transaction, the vice president directly owned 106,952 shares in the company, valued at $4,406,422.40. This trade represents a 18.64% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, CAO Holly G. Goughnour sold 3,500 shares of International Paper stock in a transaction dated Tuesday, August 4th. The shares were sold at an average price of $41.96, for a total transaction of $146,860.00. Following the transaction, the chief accounting officer directly 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 ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Company insiders own 0.21% of the company’s stock.

Analysts Set New Price Targets

Several analysts recently issued reports on the company. Truist Financial reissued a “buy” rating and issued a $49.00 target price (up from $46.00) on shares of International Paper in a research note on Friday, July 31st. Wall Street Zen cut International Paper from a “hold” rating to a “sell” rating in a report on Tuesday, August 25th. Seaport Research Partners reiterated 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. Finally, Zacks Research upgraded International Paper from a “strong sell” rating to a “hold” rating in a report on Monday, July 13th. Nine research analysts have rated the stock with a Buy rating, four have given a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $48.75.

International Paper Stock Performance

International Paper stock opened at $36.36 on Wednesday. The stock’s 50 day simple moving average is $39.63 and its two-hundred day simple moving average is $37.58. The company has a debt-to-equity ratio of 0.57, a quick ratio of 0.84 and a current ratio of 1.10. The stock has a market cap of $19.26 billion, a price-to-earnings ratio of -5.58 and a beta of 0.93. International Paper Company has a fifty-two week low of $29.26 and a fifty-two week high of $50.25.

International Paper (NYSE:IP) last announced its earnings results on Thursday, July 30th. The basic materials company reported $0.04 earnings per share (EPS) for the quarter, topping the consensus estimate of ($0.04) by $0.08. The firm had revenue of $6 billion during the quarter, compared to analyst estimates of $6.19 billion. International Paper had a negative return on equity of 1.09% and a negative net margin of 14.20%.The business’s revenue was down 11.3% compared to the same quarter last year. During the same quarter in the prior year, the company earned $0.20 EPS. As a group, analysts expect that International Paper Company will post 1.34 earnings per share for the current fiscal year.

International Paper Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, September 15th. Shareholders of record on Friday, August 14th will be issued a $0.4625 dividend. 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 dividend payout ratio is -28.37%.

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.