Rep. Julie Johnson Sells International Paper Company (NYSE:IP) Shares

Posted by Lauren Steadman on Dec 19th, 2025

Representative Julie Johnson (D-Texas) recently sold shares of International Paper Company (NYSE:IP). In a filing disclosed on December 11th, the Representative disclosed that they had sold between $1,001 and $15,000 in International Paper stock on November 3rd. The trade occurred in the Representative’s “MERRILL LYNCH LONG TERM GROWTH” account.

Representative Julie Johnson also recently made the following trade(s):

Sold $1,001 – $15,000 in shares of Charles Schwab (NYSE:SCHW) on 11/13/2025.
Sold $1,001 – $15,000 in shares of UnitedHealth Group (NYSE:UNH) on 11/13/2025.
Sold $1,001 – $15,000 in shares of Cigna Group (NYSE:CI) on 11/13/2025.
Sold $1,001 – $15,000 in shares of Xcel Energy (NASDAQ:XEL) on 11/13/2025.
Sold $1,001 – $15,000 in shares of Capital One Financial (NYSE:COF) on 11/13/2025.
Sold $1,001 – $15,000 in shares of Walmart (NASDAQ:WMT) on 11/13/2025.
Sold $1,001 – $15,000 in shares of Seagate Technology (NASDAQ:STX) on 11/13/2025.
Sold $1,001 – $15,000 in shares of Wells Fargo & Company (NYSE:WFC) on 11/13/2025.
Sold $1,001 – $15,000 in shares of Texas Instruments (NASDAQ:TXN) on 11/13/2025.
Sold $1,001 – $15,000 in shares of The Goldman Sachs Group (NYSE:GS) on 11/13/2025.

International Paper Stock Performance

NYSE IP traded down $0.13 during mid-day trading on Friday, reaching $38.47. 2,199,687 shares of the stock were exchanged, compared to its average volume of 5,812,578. The company has a market capitalization of $20.31 billion, a P/E ratio of -14.74, a P/E/G ratio of 1.22 and a beta of 1.09. The company has a debt-to-equity ratio of 0.52, a quick ratio of 1.04 and a current ratio of 1.31. The business’s 50 day moving average is $40.63 and its 200-day moving average is $45.59. International Paper Company has a 1 year low of $35.56 and a 1 year high of $60.15.

International Paper (NYSE:IP – Get Free Report) last issued its quarterly earnings data on Thursday, October 30th. The basic materials company reported ($0.43) earnings per share for the quarter, missing analysts’ consensus estimates of $0.53 by ($0.96). International Paper had a negative return on equity of 0.16% and a negative net margin of 5.45%.The firm had revenue of $6.22 billion during the quarter, compared to analyst estimates of $6.76 billion. During the same quarter last year, the company posted $0.33 EPS. The company’s revenue was up 56.4% on a year-over-year basis. On average, equities research analysts forecast that International Paper Company will post 2.77 EPS for the current fiscal year.

International Paper Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Tuesday, December 16th. Investors of record on Friday, November 14th were paid a $0.4625 dividend. This represents a $1.85 annualized dividend and a dividend yield of 4.8%. International Paper’s dividend payout ratio is currently -70.88%.

Institutional Investors Weigh In On International Paper

A number of institutional investors have recently modified their holdings of IP. Rise Advisors LLC boosted its position in International Paper by 281.3% during the 1st quarter. Rise Advisors LLC now owns 469 shares of the basic materials company’s stock valued at $25,000 after purchasing an additional 346 shares during the period. AlphaQuest LLC grew its holdings in International Paper by 63,400.0% in the 2nd quarter. AlphaQuest LLC now owns 635 shares of the basic materials company’s stock worth $30,000 after buying an additional 634 shares in the last quarter. Migdal Insurance & Financial Holdings Ltd. bought a new stake in shares of International Paper during the second quarter valued at about $33,000. Zions Bancorporation National Association UT acquired a new position in shares of International Paper during the first quarter valued at approximately $34,000. Finally, Elevation Point Wealth Partners LLC bought a new position in shares of International Paper in the second quarter valued at $35,000. Institutional investors own 81.95% of the company’s stock.

International Paper News Summary

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

Positive Sentiment: Zacks Research raised several near-term quarter estimates (Q1 2027, Q2 2027, Q3 2027 and earlier-quarter tweaks), indicating some improvement in near-term earnings outlook that could support the stock if results follow through.
Positive Sentiment: International Paper paid its quarterly dividend ($0.4625 on Dec. 16), yielding about 4.8% annualized — a supportive factor for income-focused investors and a floor under sentiment for some holders.
Neutral Sentiment: Management set the Q4 / full-year 2025 earnings release for Jan. 29, 2026 — a date to watch for guidance and any updated outlook that could swing sentiment. Earnings Release Notice
Neutral Sentiment: Institutional activity shows some additions to positions by large funds (e.g., AIA, Hudson Bay, Swiss Life), which is notable but mixed — indicates active repositioning rather than a clear directional vote.
Negative Sentiment: Zacks reduced Q4 2026 and FY2026 earnings estimates materially (Q4 2026 cut from $0.76 to $0.55; FY2026 lowered to $2.36), and trimmed FY2027 slightly — revisions that may pressure near-term valuation and investor expectations.
Negative Sentiment: Insider selling: SVP Clay Ellis sold 18,819 shares (filed with the SEC), which markets often view unfavorably when combined with other negative signals. SEC Form 4
Negative Sentiment: Last reported quarter showed an EPS miss and revenue shortfall (reported EPS negative, revenue below estimates), leaving the company with negative net margin — a key reason for downside pressure until earnings recover.
Negative Sentiment: Recent media/analyst skepticism: a Yahoo Finance feature listed reasons to avoid IP, and several firms have trimmed price targets or ratings over recent months — contributing to negative sentiment. 3 Reasons to Avoid IP

Insider Activity

In other news, SVP Clay R. Ellis sold 18,819 shares of the company’s stock in a transaction on Tuesday, November 18th. The stock was sold at an average price of $36.85, for a total transaction of $693,480.15. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. 0.35% of the stock is owned by insiders.

Wall Street Analyst Weigh In

A number of research analysts recently weighed in on IP shares. BNP Paribas Exane upgraded shares of International Paper from an “underperform” rating to an “outperform” rating and set a $44.00 price objective for the company in a report on Monday, November 24th. Stifel Nicolaus set a $57.80 price objective on International Paper and gave the company a “buy” rating in a report on Friday, October 17th. BNP Paribas upgraded International Paper from a “strong sell” rating to an “outperform” rating and set a $44.00 price target for the company in a research note on Monday, November 24th. Citigroup dropped their target price on shares of International Paper from $55.00 to $46.00 and set a “buy” rating for the company in a research report on Monday, November 3rd. Finally, Royal Bank Of Canada set a $55.00 target price on shares of International Paper and gave the company an “outperform” rating in a report on Thursday. Nine research analysts have rated the stock with a Buy rating, three have issued a Hold rating and two have issued a Sell rating to the company’s stock. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average target price of $50.25.

Get Our Latest Analysis on IP

About Representative Johnson

Julie Johnson (Democratic Party) is a member of the U.S. House, representing Texas’ 32nd Congressional District. She assumed office on January 3, 2025. Her current term ends on January 3, 2027.

Johnson (Democratic Party) ran for election to the U.S. House to represent Texas’ 32nd Congressional District. She won in the general election on November 5, 2024.

Julie Johnson earned a B.A. in history and government from the University of Texas at Austin in 1987 and a J.D. from the University of Houston Law Center in 1991. Johnson’s career experience includes working as an attorney.

International Paper Company Profile

(Get Free Report)

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.