Sylvamo (NYSE:SLVM) Announces Quarterly Earnings Results, Beats Estimates By $0.03 EPS

Sylvamo (NYSE:SLVM) announced its earnings results on Thursday. The company reported $1.08 EPS for the quarter, topping the consensus estimate of $1.05 by $0.03, FiscalAI reports. Sylvamo had a return on equity of 15.12% and a net margin of 3.94%.The firm had revenue of $890.00 million for the quarter, compared to the consensus estimate of $858.76 million. During the same period in the previous year, the business earned $1.96 EPS. The business’s quarterly revenue was down 8.2% compared to the same quarter last year.

Here are the key takeaways from Sylvamo’s conference call:

• Reported solid 2025 results with $448 million Adjusted EBITDA, $44 million free cash flow, net debt/Adjusted EBITDA of 1.6x, $155 million returned to shareholders, and $224 million reinvested to strengthen the business.
• Management called 2026 a transition year with ~$85 million of one-time North American EBITDA impacts (plus a separate ~$10 million Riverdale cold‑weather charge), $245 million planned capex (including $145M at Eastover), and an expected working‑capital drag.
• The Eastover investments (paper‑machine optimization, new sheeter, woodyard modernization) are on schedule and expected to add 60,000 tons, lower costs and improve mix, positioning the company to ramp volumes and materially improve cash flow and returns in 2027 and beyond.
• Company will discontinue quarterly Adjusted EBITDA outlooks to emphasize long‑term value creation and is launching Lean and digital transformation initiatives (starting in Latin America) to drive operational improvement and customer centricity.

Sylvamo Stock Down 5.8%

Sylvamo stock opened at $51.59 on Friday. Sylvamo has a fifty-two week low of $37.51 and a fifty-two week high of $73.73. The company has a debt-to-equity ratio of 0.79, a quick ratio of 0.85 and a current ratio of 1.50. The firm’s 50-day simple moving average is $49.99 and its 200 day simple moving average is $46.31. The stock has a market cap of $2.03 billion, a PE ratio of 15.82 and a beta of 0.95.

Sylvamo Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Friday, January 23rd. Investors of record on Monday, January 5th were given a dividend of $0.45 per share. This represents a $1.80 dividend on an annualized basis and a dividend yield of 3.5%. The ex-dividend date of this dividend was Monday, January 5th. Sylvamo’s dividend payout ratio (DPR) is presently 41.19%.

Wall Street Analyst Weigh In

A number of research firms recently commented on SLVM. Royal Bank Of Canada reaffirmed a “sector perform” rating and issued a $53.00 price objective on shares of Sylvamo in a research note on Thursday, December 18th. Bank of America upgraded shares of Sylvamo from an “underperform” rating to a “buy” rating and raised their price target for the stock from $41.00 to $59.00 in a report on Monday, November 17th. Finally, Weiss Ratings reaffirmed a “hold (c)” rating on shares of Sylvamo in a research note on Wednesday, January 21st. One investment analyst has rated the stock with a Buy rating, two have given a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, Sylvamo has a consensus rating of “Hold” and a consensus target price of $56.00.

Hedge Funds Weigh In On Sylvamo

Hedge funds have recently modified their holdings of the company. UMB Bank n.a. increased its position in shares of Sylvamo by 171.2% during the fourth quarter. UMB Bank n.a. now owns 564 shares of the company’s stock valued at $27,000 after acquiring an additional 356 shares during the last quarter. Advisory Services Network LLC purchased a new position in shares of Sylvamo during the 3rd quarter valued at $38,000. EverSource Wealth Advisors LLC grew its stake in shares of Sylvamo by 185.5% during the 2nd quarter. EverSource Wealth Advisors LLC now owns 982 shares of the company’s stock worth $49,000 after acquiring an additional 638 shares during the period. Smartleaf Asset Management LLC increased its holdings in Sylvamo by 83.2% in the 4th quarter. Smartleaf Asset Management LLC now owns 1,275 shares of the company’s stock worth $62,000 after acquiring an additional 579 shares during the last quarter. Finally, Tower Research Capital LLC TRC increased its holdings in Sylvamo by 339.7% in the 2nd quarter. Tower Research Capital LLC TRC now owns 3,526 shares of the company’s stock worth $177,000 after acquiring an additional 2,724 shares during the last quarter. Institutional investors own 91.16% of the company’s stock.

Key Sylvamo News

Here are the key news stories impacting Sylvamo this week:

• Positive Sentiment: Company reported quarterly revenue and (headline) EPS roughly in line with or slightly above street expectations, which could be supportive vs. low estimates. BusinessWire Release
• Neutral Sentiment: Management framed 2026 as a volatile year and provided a slide deck / call that outlines actions to navigate market volatility — useful for longer-term assessment but creates short-term uncertainty. TipRanks Summary
• Negative Sentiment: Conflicting reports from call transcripts showed a much weaker EPS figure (reported as $0.825 in some transcripts vs. $1.05 consensus), which likely triggered investor concern and selling given the discrepancy. InsiderMonkey Transcript Seeking Alpha Transcript
• Negative Sentiment: Underlying fundamentals show weakness: quarterly revenue was down ~8.2% year-over-year and EPS is substantially below last year’s level (from ~$1.94 to ~$1.08 reported), pressuring margins and investor expectations. That backdrop amplifies sensitivity to any mixed messaging. Zacks Coverage
• Negative Sentiment: Trading showed elevated volume and price weakness today as investors dig through the mixed messages; higher volatility and unclear guidance increase downside risk near-term. MarketBeat Quote & Stats

About Sylvamo

Sylvamo Corporation, trading on the New York Stock Exchange under the ticker SLVM, is a leading global producer of uncoated freesheet paper. The company was established in October 2021 through a spin-off from International Paper, creating an independent entity focused exclusively on the development, manufacturing and marketing of high-quality uncoated paper products. Headquartered in Memphis, Tennessee, Sylvamo draws on decades of industry experience inherited from its predecessor, positioning itself to meet evolving customer needs in paper-based communications and packaging applications.

The company’s core product portfolio includes office and digital print papers, direct mail and marketing materials, catalog and commercial printing papers, and a range of specialty and value-added grades.