Inside the research

International Paper Company

IP Research profile · latest available data

Price overview

$35.02

▲ +0.14 (+0.4%)

52w hi$47.45
52w lo$28.62
Vol4.47M
As of25 Sep 2026

The Verdict

Hold

Our score -0.45

Short-0.11
Medium-0.56
Long-0.90

computed 2026-09-27

Key fundamentals

International Paper Company

Consumer Cyclical · Packaging & Containers

Market cap$18.55B
Enterprise value$27.72B
Forward P/E11.60x
EV / EBITDA7.05x
P / S (ttm)0.77x
Profit margin-14.2%
Return on equity-16.5%
Revenue growth-2.2%
Debt / equity68.51

Layer Breakdown

LayerRawContribution
Fundamental-0.07
Sector-0.03
Technical-0.19
Earnings+0.00
Sentiment+0.00

macro × 1.00 · 2026-09-27

Business overview

International Paper Company produces and sells renewable fiber-based packaging in North America, Latin America, Europe, South America, and North Africa. It operates through two segments, Packaging Solutions North America and Packaging Solutions EMEA. The company offers linerboard, medium, whitetop, and saturating kraft; and converts containerboard into corrugated boxes, bulk bins, shipping containers and specialty packaging through its converting facilities. Its products support customers in various industries, such as food and beverage, agriculture, industrial manufacturing, personal care pharmaceuticals and consumer goods. The company was founded in 1898 and is headquartered in Memphis, Tennessee.

United States · www.internationalpaper.com

Risk Metrics

Beta vs SPX1.04
Corr SPX0.41
Annual vol40.8%
Annual ret-8.1%
Sharpe-0.20
Max DD-51.1%

Window: 504 trading days (504 obs)

Analyst Coverage

Mean PT$39.36
High / Low$45.00 / $32.00
Median$39.00
Analysts11
Strong Buy3
Buy6
Hold3
Sell0
Strong Sell0

Recent rating actions

2026-05-04Wells Fargo→ Overweight
2026-05-04UBS→ Neutral
2026-05-04Citigroup→ Buy
2026-05-01Seaport Global→ Buy
2026-05-01RBC Capital→ Outperform
2026-05-01JP Morgan→ Neutral

Material Events

DateEvent8-K
2026-07-30Earnings Release, Exhibitsread
2026-07-17Officer / Director Change, Exhibitsread
2026-05-11Shareholder Voteread
2026-04-30Earnings Release, Exhibitsread
2026-02-26Reg FD Disclosureread
2026-01-29Earnings Release, Exhibitsread
2026-01-23Acquisition / Disposition, Reg FD Disclosure…read
2025-10-30Earnings Release, Exhibitsread
2025-09-26Other Material Eventread
2025-08-21Restructuring, 2.06…read
2025-08-21Material Agreement, Restructuring…read
2025-07-31Earnings Release, Exhibitsread

Insider Trades

DateInsiderRoleActionSharesValue
2026-08-07Hamic William ThomasExec. VP & PresidentSell24.50K$1.01M
2026-08-04Goughnour Holly G.VP & Chief Accounting OffSell3.50K$146.86K
2026-05-12ROBBIE DAVID A.Grant5.30K—
2026-05-12ROBBIE DAVID A.Withheld for tax1.23K$40.04K
2026-05-12Dorduncu Ahmet CGrant5.30K—
2026-05-12Dorduncu Ahmet CWithheld for tax1.19K$38.51K
2026-05-12Hinman Jacqueline C.Grant5.30K—
2026-05-12GUSTAFSSON ANDERSGrant11.11K—
2026-05-12SULLIVAN KATHRYN DGrant7.90K—

Flow & Concentration

Insider 180d net-$1.16M
Insider buys / sells0 / 2
Insider biasNeutral
13F holders8
Top-5 share97.7%
HHI4,505 (concentrated)

Top Holders

HolderValueShares
State Street Corp$1.26B33.00M
AQR Capital Management$334.68M8.88M
Millennium Management$137.70M3.61M
Capital Research / Capital World$117.31M3.08M
Citadel Advisors$68.75M1.80M
Fidelity / FMR LLC$41.92M1.10M
T. Rowe Price Group$1.73M45.50M
Bridgewater Associates$1.19M31.31K

As of 2026-06-30

Dividends

Yield (TTM)2.64%
$ / share (TTM)$0.93
5y CAGR-1.0%

Annual dividend per share

2021$1.92
2022$1.85
2023$1.85
2024$1.85
2025$1.85
2026$0.46

SEC Filings

DateFormDoc
2026-08-104view
2026-08-0510-Qview
2026-08-044view
2026-07-308-Kview
2026-07-178-Kview
2026-06-2911-Kview
2026-06-2911-Kview
2026-05-144view
2026-05-144view
2026-05-144view
2026-05-144view
2026-05-144view
2026-05-144view
2026-05-144view
2026-05-144view

The Long Run

FY 2009–2025 · 17 years

LineLatestCAGRTrend
Revenue$5.26B-8.5%
Gross profit$1.84B+2.4%
Operating income$2.06B-1.8%
Net income-$1.10B+6.5%
Cash from ops$1.70B-6.1%

Indices

S&P 500

Recent Sessions

DateOpenHighLowCloseVol
Sep 25$35.22$35.44$34.76$35.024.47M
Sep 24$35.63$35.78$34.40$34.884.67M
Sep 23$35.79$36.28$35.68$35.703.80M
Sep 22$36.02$36.10$35.42$35.715.29M
Sep 21$35.48$36.26$35.27$35.334.82M

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