International Paper (NYSE:IP) Stock Price Expected to Rise, JPMorgan Chase & Co. Analyst Says

by · The Markets Daily

International Paper (NYSE:IP – Get Free Report) had its target price boosted by analysts at JPMorgan Chase & Co. from $45.00 to $48.00 in a research note issued on Friday,MarketScreener reports. The firm presently has a “neutral” rating on the basic materials company’s stock. JPMorgan Chase & Co.‘s price objective indicates a potential upside of 19.25% from the company’s previous close.

Several other equities analysts also recently issued reports on IP. Stifel Nicolaus set a $57.80 target price on International Paper and gave the company a “buy” rating in a research report on Friday, October 17th. Jefferies Financial Group boosted their target price on shares of International Paper from $47.00 to $48.00 and gave the company a “buy” rating in a research report on Thursday, January 22nd. Wall Street Zen lowered shares of International Paper from a “hold” rating to a “sell” rating in a report on Saturday, October 18th. Truist Financial lowered their target price on shares of International Paper from $50.00 to $48.00 and set a “buy” rating on the stock in a research note on Friday. Finally, BNP Paribas Exane 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. Nine investment analysts have rated the stock with a Buy rating, two have assigned a Hold rating and two have given a Sell rating to the stock. Based on data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average target price of $49.53.

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International Paper Stock Up 3.2%

Shares of International Paper stock opened at $40.25 on Friday. The company has a quick ratio of 1.04, a current ratio of 1.28 and a debt-to-equity ratio of 0.60. The company has a market cap of $21.25 billion, a P/E ratio of -6.00, a PEG ratio of 0.45 and a beta of 1.10. The firm’s 50 day moving average price is $40.23 and its 200-day moving average price is $44.08. International Paper has a 52-week low of $35.56 and a 52-week high of $58.11.

International Paper (NYSE:IP – Get Free Report) last released its quarterly earnings results on Thursday, January 29th. The basic materials company reported ($0.08) earnings per share (EPS) for the quarter, missing the consensus estimate of $0.28 by ($0.36). The firm had revenue of $6.01 billion during the quarter, compared to analysts’ expectations of $5.90 billion. International Paper had a negative return on equity of 0.35% and a negative net margin of 14.12%.International Paper’s revenue for the quarter was up 53.1% compared to the same quarter last year. During the same period in the prior year, the firm posted ($0.02) earnings per share. On average, sell-side analysts predict that International Paper will post 2.77 EPS for the current fiscal year.

Insider Buying and Selling

In other International Paper news, CEO Andrew K. Silvernail acquired 50,000 shares of the company’s stock in a transaction that occurred on Friday, January 30th. The stock was bought at an average price of $39.98 per share, with a total value of $1,999,000.00. Following the purchase, the chief executive officer owned 50,000 shares in the company, valued at approximately $1,999,000. The trade was a ∞ increase in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. Also, SVP Clay R. Ellis sold 18,819 shares of the stock in a transaction dated Tuesday, November 18th. The shares were sold at an average price of $36.85, for a total transaction of $693,480.15. Additional details regarding this sale are available in the official SEC disclosure. Insiders own 0.35% of the company’s stock.

Institutional Investors Weigh In On International Paper

Several hedge funds and other institutional investors have recently made changes to their positions in IP. Capital International Investors grew its holdings in shares of International Paper by 51.4% in the third quarter. Capital International Investors now owns 48,990,719 shares of the basic materials company’s stock valued at $2,272,966,000 after purchasing an additional 16,622,062 shares during the period. Norges Bank purchased a new stake in shares of International Paper in the 2nd quarter valued at approximately $281,735,000. Capital Research Global Investors increased its holdings in shares of International Paper by 7.5% during the 3rd quarter. Capital Research Global Investors now owns 54,330,790 shares of the basic materials company’s stock worth $2,520,945,000 after buying an additional 3,768,772 shares during the last quarter. M&G PLC raised its position in shares of International Paper by 165.9% during the 2nd quarter. M&G PLC now owns 3,220,070 shares of the basic materials company’s stock valued at $150,553,000 after buying an additional 2,009,123 shares during the period. Finally, Bank of New York Mellon Corp lifted its holdings in International Paper by 9.3% in the second quarter. Bank of New York Mellon Corp now owns 18,737,896 shares of the basic materials company’s stock valued at $877,496,000 after acquiring an additional 1,592,411 shares during the last quarter. Institutional investors and hedge funds own 81.95% of the company’s stock.

Key International Paper News

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

  • Positive Sentiment: CEO insider buy: CEO Andrew K. Silvernail purchased 50,000 shares at ~$39.98 (~$2.0M), signaling management confidence and providing a bullish technical/psychological catalyst. Read More.
  • Positive Sentiment: 2026 guidance: Company set adjusted EBITDA targets of $3.5–$3.7B for full year and Q1 adj. EBITDA of $0.74–$0.76B, implying operational improvement and cash‑flow recovery potential. Read More.
  • Neutral Sentiment: Planned split into two companies: IP will separate into a North American company and a separate EMEA packaging company to sharpen regional focus — a strategic move that could unlock value long term but creates near‑term execution and transition risk. Read More.
  • Neutral Sentiment: Analyst moves mixed: Truist trimmed its price target to $48 but kept a “buy” rating (still implies upside), while Wells Fargo upgraded IP to “equal weight” with a $40 target — these actions temper/recast expectations rather than dramatically change the investment thesis. Read More. | Read More.
  • Negative Sentiment: Q4 earnings miss and large impairment: Reported Q4 EPS of ($0.08) vs. $0.28 expected; company recorded a $2.47B pre‑tax goodwill impairment plus accelerated depreciation and restructuring charges, producing a large GAAP loss and weighing on near‑term profitability and multiples. Revenue rose ~53% (beat) but the impairment and margin impact drove a negative market reaction. Read More.

About International Paper

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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.

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