International Paper Company

International Paper Company

IPยทNYSE

$33.40

-1.3%
Consumer CyclicalPackaging & Containers

International Paper Company operates as a packaging company primarily in United States, the Middle East, Europe, Africa, Pacific Rim, Asia, and rest of the Americas. It operates through two segments: Industrial Packaging and Global Cellulose Fibers. The Industrial Packaging segment manufactures containerboards, including linerboard, medium, whitetop, recycled linerboard, recycled medium, and saturating kraft. The Global Cellulose Fibers segment provides fluff, market, and specialty pulps that are used in absorbent hygiene products, such as baby diapers, feminine care, adult incontinence, and other non-woven products; tissue and paper products; and non-absorbent end applications, including textiles, filtration, construction material, paints and coatings, reinforced plastics, and other applications. It sells its products directly to end users and converters, as well as through agents, resellers, and paper distributors. The company was founded in 1898 and is headquartered in Memphis, Tennessee.

At a Glance

Live Snapshot
Market Cap$17.69B
EPS-6.7100
P/E Ratio-5.92
Earnings Date07/30/2026
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International Paper Company Street Expectations Map

IP ยท NYSE

Wall Street analysts project that IP stock may rise significantly over the coming 12 months. The consensus 1-year price target stands at 46.75, with estimates ranging from a low of 39.00 to a high of 60.00.

Lowest Target
39.00
16.77%
Consensus Target
46.75
39.97%
Highest Target
60.00
79.64%

The consensus 1-year price target stands at 46.75, with estimates ranging from a low of 39.00 to a high of 60.00.

Analyst Consensus Analysis

Upside Potential

+40.0%

Substantial upside potential. Analysts see significant value gap, suggesting the stock may be materially undervalued at current levels.

Analyst Agreement

44.9% spread

Mixed analyst views. Wide target range suggests differing opinions on key value drivers, growth prospects, or risk factors.

Analyst Conviction

Moderate

Neutral sentiment. Fair value pricing with moderate agreement suggests wait-and-see approach or catalyst-driven opportunity.

Market Sentiment Insight

Monitor and evaluate: Current analyst consensus suggests limited conviction or near-term catalysts. Stay informed on company developments and reassess positioning as new information emerges.

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International Paper Company Forward Estimates of Revenue

IP ยท NYSE
Latest Revenue
24.90B
FY 2025
Avg Estimate
24.74B
FY 2026
Estimate Range
24.05B - 25.15B
Analyst Spread

Forward Growth Analysis

Projected Growth-0.6%

Declining expectations indicate headwindsโ€”investigate whether temporary or structural issues.

Analyst Coverage8 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread4%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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International Paper Company Forward Estimates of Net Income

IP ยท NYSE
Latest Net Income
-3.52B
FY 2025
Avg Estimate
808.76M
FY 2026
Estimate Range
749.17M - 868.36M
Analyst Spread

Forward Growth Analysis

Projected Growth+123.0%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage8 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread15%

Reasonable estimate spread indicates general agreement with normal forecast variance.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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International Paper Company Forward Estimates of EPS

IP ยท NYSE
Latest EPS
-6.71
FY 2025
Avg Estimate
$2.32
FY 2026
Estimate Range
$2.12 - $2.45
Analyst Spread

Forward Growth Analysis

Projected Growth+134.5%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage8 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread15%

Reasonable estimate spread indicates general agreement with normal forecast variance.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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International Paper Company Forward Estimates of EBIT

IP ยท NYSE
Latest EBIT
-2.98B
FY 2025
Avg Estimate
1.44B
FY 2026
Estimate Range
1.40B - 1.46B
Analyst Spread

Forward Growth Analysis

Projected Growth+148.2%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage8 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread4%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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International Paper Company Forward Estimates of EBITDA

IP ยท NYSE
Latest EBITDA
-138.00M
FY 2025
Avg Estimate
3.07B
FY 2026
Estimate Range
2.99B - 3.12B
Analyst Spread

Forward Growth Analysis

Projected Growth+2326.7%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage8 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread4%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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International Paper Company Forward Estimates of SG&A Expense

IP ยท NYSE
Latest SG&A Expense
3.73B
FY 2025
Avg Estimate
3.83B
FY 2026
Estimate Range
3.73B - 3.90B
Analyst Spread

Forward Growth Analysis

Projected Growth+2.8%

Flat growth suggests market maturity or near-term challenges offsetting expansion efforts.

Analyst Coverage8 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread4%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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International Paper Company Insider Positioning

IP ยท NYSE

During the last 12 months, insiders have purchased $4.32M and sold $1.10M worth of IP shares, resulting in $3.22M of net buying activity.

3 Months

Bought

36.1K

1.31M

Sold

0

0.00

Net Activity

+1.3M

+$1.31M

3-6 Months

Bought

75.0K

3.01M

Sold

0

0.00

Net Activity

+3.0M

+$3.01M

6-9 Months

Bought

0

0.00

Sold

27.8K

1.10M

Net Activity

-1.1M

-$1.10M

9-12 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

Top Buyers

1
SAK

Silvernail Andrew K

Officer: Chief Executive Officer

50.0K sharesโ€ข1 transactions

$2.00M

2
CCM

Connor Christopher M

Director

25.0K sharesโ€ข1 transactions

$1.01M

3
GA

Gustafsson Anders

Director

26.1K sharesโ€ข2 transactions

$1.00M

4
TS

Tozier Scott

Director

10.0K sharesโ€ข1 transactions

$313K

Top Sellers

1
ECR

Ellis Clay R

Officer: Senior Vice President

18.8K sharesโ€ข1 transactions

$693K

2
SJR

Saab Joseph R.

Officer: Svp, Gc And Corp. Secretary

9.0K sharesโ€ข1 transactions

$410K

Insider Activity Analysis

Net Insider Sentiment

Bullish

Strong bullish signal with $3.22M net buying. Insiders are aggressively accumulating shares, suggesting significant confidence in future prospects.

Buy/Sell Ratio

3.92:1

Exceptional buy/sell ratio. Buying dramatically outweighs sellingโ€”one of the strongest possible insider signals.

Recent Trend (3 Months)

$1.31M

Very strong recent buying momentum. Recent insider purchases significantly outpace sales, suggesting near-term optimism.

Insider Participation

Moderate Buying

4 insider buyers vs. 2 sellers. More insiders buying than selling indicates positive sentiment.

Insider Activity Insight

Strong confluence of bullish signals: High buy/sell ratio, multiple insiders participating, and recent buying momentum all point to significant insider confidence. This level of coordinated buying often precedes positive developments.