International Paper Company $IP Shares Sold by SummitTX Capital L.P.

SummitTX Capital L.P. decreased its holdings in shares of International Paper Company (NYSE:IP) by 26.0% during the 1st quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 34,401 shares of the basic materials company’s stock after selling 12,079 shares during the quarter. SummitTX Capital L.P.’s holdings in International Paper were worth $1,228,000 as of its most recent SEC filing.

Several other institutional investors have also recently added to or reduced their stakes in the business. DNB Asset Management AS increased its position in International Paper by 144.2% during the fourth quarter. DNB Asset Management AS now owns 258,920 shares of the basic materials company’s stock worth $10,199,000 after purchasing an additional 152,907 shares during the last quarter. D.A. Davidson & CO. grew its stake in shares of International Paper by 29.6% during the 1st quarter. D.A. Davidson & CO. now owns 137,856 shares of the basic materials company’s stock valued at $4,921,000 after buying an additional 31,518 shares during the period. Alpha Omega Wealth Management LLC acquired a new stake in shares of International Paper during the 4th quarter worth $1,539,000. AE Wealth Management LLC increased its holdings in shares of International Paper by 12.8% during the 4th quarter. AE Wealth Management LLC now owns 374,851 shares of the basic materials company’s stock worth $14,765,000 after buying an additional 42,541 shares during the last quarter. Finally, Norges Bank purchased a new position in shares of International Paper in the 4th quarter worth $250,093,000. 81.95% of the stock is currently owned by institutional investors and hedge funds.

International Paper Stock Down 3.4%

Shares of International Paper stock opened at $42.59 on Thursday. The company has a quick ratio of 0.94, a current ratio of 1.21 and a debt-to-equity ratio of 0.55. The firm has a market cap of $22.55 billion, a P/E ratio of -6.70 and a beta of 0.94. International Paper Company has a fifty-two week low of $29.26 and a fifty-two week high of $54.63. The business has a 50-day moving average price of $36.44 and a 200 day moving average price of $38.02.

International Paper (NYSE:IP) last posted its quarterly earnings results on Thursday, April 30th. The basic materials company reported $0.15 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.18 by ($0.03). International Paper had a negative return on equity of 0.49% and a negative net margin of 13.42%.The business had revenue of $5.97 billion during the quarter, compared to the consensus estimate of $6.02 billion. During the same quarter in the previous year, the business posted $0.17 earnings per share. The company’s quarterly revenue was up 13.4% compared to the same quarter last year. On average, sell-side analysts forecast that International Paper Company will post 1.4 earnings per share for the current fiscal year.

International Paper Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, September 15th. Investors of record on Friday, August 14th will be paid a dividend of $0.4625 per share. The ex-dividend date is Friday, August 14th. This represents a $1.85 annualized dividend and a yield of 4.3%. International Paper’s dividend payout ratio is -29.09%.

Analyst Upgrades and Downgrades

A number of research analysts recently weighed in on IP shares. UBS Group reduced their target price on International Paper from $40.00 to $32.00 and set a “neutral” rating on the stock in a report on Monday, May 4th. Deutsche Bank Aktiengesellschaft assumed coverage on International Paper in a research note on Wednesday, April 1st. They issued a “hold” rating and a $38.00 price objective on the stock. Citigroup boosted their target price on International Paper from $36.00 to $43.00 and gave the stock a “buy” rating in a report on Thursday, July 9th. Weiss Ratings reaffirmed a “sell (d)” rating on shares of International Paper in a research report on Friday, July 24th. Finally, JPMorgan Chase & Co. raised International Paper from a “neutral” rating to an “overweight” rating and raised their price objective for the company from $51.00 to $61.00 in a research report on Tuesday. Nine 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.com, the company presently has a consensus rating of “Moderate Buy” and an average target price of $46.36.

Insider Buying and Selling

In related news, Director Scott Tozier bought 10,000 shares of the stock in a transaction dated Friday, May 1st. The stock was bought at an average cost of $31.30 per share, with a total value of $313,000.00. Following the completion of the acquisition, the director owned 10,025 shares of the company’s stock, valued at $313,782.50. This trade represents a 40,000.00% increase in their ownership of the stock. The purchase was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this hyperlink. 0.21% of the stock is currently owned by insiders.

Key International Paper News

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

• Positive Sentiment: JPMorgan upgraded IP to Overweight and raised its price target to $61 from $51, citing an improving U.S. linerboard pricing cycle. The new target implies substantial upside from recent trading levels. International Paper raised at JP Morgan on improving US linerboard pricing cycle
• Positive Sentiment: Zacks Research raised its FY2026 EPS estimate to $1.34 from $1.32, its Q4 2026 estimate to $0.75 from $0.69, its Q1 2027 estimate to $0.58 from $0.56, and its FY2028 forecast to $3.35 from $3.25. These increases suggest longer-term earnings improvement potential.
• Neutral Sentiment: International Paper is scheduled to report earnings tomorrow. The report could provide important evidence on pricing, demand, margins and the company’s outlook. International Paper reports earnings tomorrow: What to expect
• Neutral Sentiment: Zacks maintained a “Hold” rating. Its earnings revisions were mixed, with some longer-term upgrades offset by changes to individual quarterly forecasts.
• Negative Sentiment: Zacks cut its Q2 2026 EPS forecast to a loss of $0.04 from a loss of $0.02 and reduced its Q3 2026 estimate to $0.48 from $0.51. The lowered near-term forecasts could weigh on sentiment before the earnings release.
• Negative Sentiment: Put-option volume surged to 16,246 contracts, about 341% above average. While options activity does not guarantee a decline, it signals increased hedging or bearish speculation around IP.

International Paper 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.