Truist Financial Has Lowered Expectations for International Paper (NYSE:IP) Stock Price

International Paper (NYSE:IP) had its price objective decreased by stock analysts at Truist Financial from $50.00 to $48.00 in a research note issued to investors on Friday,MarketScreener reports. The brokerage currently has a “buy” rating on the basic materials company’s stock. Truist Financial’s target price would indicate a potential upside of 22.67% from the company’s current price.

Several other analysts have also issued reports on IP. Jefferies Financial Group upped their target price on International Paper from $47.00 to $48.00 and gave the stock a “buy” rating in a research note on Thursday, January 22nd. UBS Group reduced their target price on shares of International Paper from $53.00 to $51.00 and set a “buy” rating on the stock in a report on Monday, January 12th. JPMorgan Chase & Co. cut their price target on shares of International Paper from $46.00 to $45.00 and set a “neutral” rating for the company in a research report on Wednesday, January 21st. Royal Bank Of Canada reaffirmed an “outperform” rating and issued a $54.00 target price on shares of International Paper in a research note on Friday. Finally, Weiss Ratings reaffirmed a “sell (d+)” rating on shares of International Paper in a research note on Monday, December 29th. Nine equities research analysts have rated the stock with a Buy rating, two have assigned a Hold rating and two have given a Sell rating to the company’s stock. According to MarketBeat, International Paper presently has an average rating of “Moderate Buy” and a consensus price target of $49.16.

International Paper Stock Performance

Shares of NYSE:IP traded up $0.13 during midday trading on Friday, reaching $39.13. 467,025 shares of the company traded hands, compared to its average volume of 6,967,569. International Paper has a 12 month low of $35.56 and a 12 month high of $58.11. The firm has a market capitalization of $20.66 billion, a price-to-earnings ratio of -14.99, a price-to-earnings-growth ratio of 0.48 and a beta of 1.10. The company has a quick ratio of 1.04, a current ratio of 1.31 and a debt-to-equity ratio of 0.52. The firm’s fifty day moving average price is $40.18 and its two-hundred day moving average price is $44.17.

International Paper (NYSE:IP) last posted its earnings results on Thursday, January 29th. The basic materials company reported ($0.08) earnings per share for the quarter, missing analysts’ consensus estimates of $0.28 by ($0.36). The firm had revenue of $6.01 billion for the quarter, compared to the consensus estimate of $5.90 billion. International Paper had a negative return on equity of 0.16% and a negative net margin of 5.45%.The business’s revenue was up 53.1% on a year-over-year basis. During the same period last year, the company posted ($0.02) EPS. On average, equities analysts expect that International Paper will post 2.77 earnings per share for the current year.

Insider Transactions at International Paper

In other news, SVP Clay R. Ellis sold 18,819 shares of the company’s stock in a transaction dated Tuesday, November 18th. The shares were sold at an average price of $36.85, for a total transaction of $693,480.15. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this hyperlink. Insiders own 0.35% of the company’s stock.

Institutional Investors Weigh In On International Paper

Several hedge funds and other institutional investors have recently modified their holdings of the stock. Capital International Investors lifted its position in shares of 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 buying an additional 16,622,062 shares in the last quarter. Norges Bank purchased a new position in International Paper during the 2nd quarter valued at approximately $281,735,000. Capital Research Global Investors increased its position 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 worth $2,520,945,000 after purchasing an additional 3,768,772 shares during the last quarter. M&G PLC lifted its holdings 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 valued at $150,553,000 after acquiring an additional 2,009,123 shares during the last quarter. Finally, Bank of New York Mellon Corp boosted its holdings in shares of International Paper by 9.3% in 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 purchasing an additional 1,592,411 shares during the period. 81.95% of the stock is currently owned by hedge funds and other institutional investors.

More International Paper News

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

• Positive Sentiment: Company will split into two independent public companies (North America and EMEA), which management says will accelerate a path to profitable growth and could unlock regional valuation premiums. PR Newswire: International Paper to Create Two Independent Public Companies
• Positive Sentiment: Management provided 2026 targets: full?year adjusted EBITDA of $3.5–$3.7B and Q1 adjusted EBITDA of $0.74–$0.76B, offering a metric investors can use to judge the turnaround post?restructuring. PR Newswire: Full-Year and Q4 2025 Results (with 2026 targets)
• Positive Sentiment: Top line beat: Q4 revenue of $6.01B exceeded estimates and rose ~53% year?over?year, showing underlying demand and scale despite the profit miss. Zacks: IP Earnings Miss in Q4, Sales Beat
• Neutral Sentiment: Wells Fargo set a new $40 price target with an “equal weight” rating — a modest upside versus current levels that signals limited near?term conviction from that shop. The Fly: Wells Fargo new $40 PT
• Neutral Sentiment: Broker consensus remains around a “hold,” reflecting mixed views on the company’s restructuring and near?term earnings recovery. American Banking News: Consensus Rating Hold
• Negative Sentiment: Q4 adjusted EPS missed estimates: reported loss of ($0.08) vs. consensus $0.28, a clear near?term earnings disappointment that pressures the stock. Zacks: IP Earnings Miss in Q4
• Negative Sentiment: Big non?cash charges: a $2.47B goodwill impairment plus accelerated depreciation and restructuring charges drove the large loss from continuing operations, raising concerns about past M&A and asset write?downs. PR Newswire: Full-Year and Q4 2025 Results (impairment details)
• Negative Sentiment: Market reaction: analysts and media noted shares pared gains and traded lower after the mixed results and split announcement, reflecting investor caution on execution risks and near?term profitability. Benzinga: IP Posts Q4 Loss, Spin Off EMEA Business

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.