International Paper Company (IP) Stock Price & Analysis
International Paper Company (IP) closed at USD 33.68 on Thursday, October 22, 2026, up 0.15% on the day. The US market is currently closed (pre-market); this is not a live price.
The prior close was USD 33.63; the Oct 22, 2026 session ranged USD 33.19–34.15 on volume of 6,402,586 shares. Market capitalization is $17.84B, with a 52-week range of USD 29.26–50.25 (NYQ). Source: Nexqual, retrieved October 23, 2026 at 09:59 UTC.
Also available as compact Markdown for AI agents: nexqual.com/IP.md
Key facts (IP)
- Last four reported quarters (through Jun 30, 2026): revenue $24.2B, net income -$3.44B (-14.2% margin), free cash flow $492M (SEC filings).
- Insider open-market sales, last ~7 months: 2 Form 4 filings, $1.2M; 2 not under a Rule 10b5-1 plan ($1.2M); 1 by opportunistic insiders (1 outside 10b5-1 plans), 0 by routine insiders (three-year test, Cohen, Malloy & Pomorski 2012).
- Insider open-market purchases, last ~7 months: 1 Form 4 filing, $313K; 0 by opportunistic insiders, 0 by routine insiders.
- Analysts: Buy (mean 1.91 on a 1–5 scale) (11 analysts), mean target USD 45.4 (range 35–62).
- Total return with dividends: 1Y -28.0% vs S&P 500 +14.9%; 5Y -20.5% vs S&P 500 +80.3%.
- Next earnings: 2026-10-28, EPS estimate USD 0.29, revenue estimate $6.29B.
Financials (SEC 10-K; TTM = last four 10-Q/10-K quarters) (IP)
| USD | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | TTM |
|---|---|---|---|---|---|---|
| Revenue | $19.4B | $21.2B | $16.0B | $15.8B | $23.6B | $24.2B |
| Gross profit | $5.53B | $6.02B | $4.52B | $4.44B | $7.00B | — |
| Net income | $1.75B | $1.50B | $288M | $557M | -$3.52B | -$3.44B |
| EPS (diluted) | $4.47 | $4.10 | $0.82 | $1.57 | -$6.95 | — |
| Free cash flow | $1.55B | $1.24B | $692M | $757M | -$159M | $492M |
| Gross margin | 28.6% | 28.4% | 28.2% | 28.0% | 29.6% | — |
| Net margin | 9.0% | 7.1% | 1.8% | 3.5% | -14.9% | -14.2% |
| Revenue growth | +10.2% | +9.3% | -24.2% | -1.2% | +49.3% | — |
| Cash + short-term investments | $1.29B | $804M | $1.11B | $1.17B | $1.15B | — |
| Total debt | $5.58B | $5.58B | $5.59B | $5.55B | $9.83B | — |
Fiscal years end Dec. EPS is split-adjusted.
Valuation (price ÷ last four quarters, through Jun 30, 2026) (IP)
P/S 0.7x · EV/Sales 1.1x · P/FCF 36.3x · P/B 1.2x · FCF yield 2.76% · Earnings yield -19.28% · Dividend yield (paid, TTM) 5.49% · Buyback yield (TTM) 0.19% · Net debt $8.49B · EV $26.3B
P/E at fiscal year-ends: Dec 2024 34.2x, Dec 2023 43.8x.
Insider sales (SEC Form 4, open-market, last ~7 months) (IP)
0 of 2 under a Rule 10b5-1 trading plan (scheduled in advance). Unplanned sales were timed by the insider.
| Trade date | Insider | Role | Shares | Value | % of holdings sold | 10b5-1 plan | Insider type |
|---|---|---|---|---|---|---|---|
| 2026-08-07 | Hamic William Thomas | Exec. VP & President | 24,500 | $1.0M | 18.5% | No | Too little history (no open-market trades in 2023–2025) |
| 2026-08-04 | Goughnour Holly G. | VP & Chief Accounting Officer | 3,500 | $147K | 7.7% | No | Opportunistic (traded every year 2023–2025, no repeating month) |
% of holdings sold = shares sold ÷ (shares sold + all holdings the insider reported on that Form 4, direct and through trusts).
Insider type follows Cohen, Malloy & Pomorski (Journal of Finance, 2012). An insider who traded the stock in the same calendar month in each of the past three years is a routine trader; one who traded in each of those years without such a pattern is an opportunistic trader. In their study, trades by opportunistic insiders predicted future returns and trades by routine insiders did not. Counts open-market purchases and sales only (SEC Form 4 codes P and S) by that insider in that company. Not investment advice.
Insider purchases (SEC Form 4, open-market, last ~7 months) (IP)
1 purchase, $313K. Private placements, offerings, dividend reinvestment and employee stock purchase plan buys are excluded.
| Trade date | Insider | Role | Shares | Value | Avg price | Insider type |
|---|---|---|---|---|---|---|
| 2026-05-01 | Tozier Scott | Director | 10,000 | $313K | 31.3 | Too little history (no open-market trades in 2023–2025) |
Analysts (IP)
Consensus Buy (mean 1.91 on a 1–5 scale), 11 analysts; mean target USD 45.4 (low 35, high 62).
Rating changes, last 120 days:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-10-12 | Truist Securities | Target lowered | Buy | $49 → $41 |
| 2026-10-07 | Wells Fargo | Target lowered | Overweight | $46 → $42 |
| 2026-10-05 | UBS | Target lowered | Neutral | $47 → $35 |
| 2026-10-02 | Citigroup | Target lowered | Buy | $48 → $47 |
| 2026-09-24 | Argus Research | Reiterated | Buy | $45 |
| 2026-09-23 | JP Morgan | Target raised | Overweight | $61 → $62 |
| 2026-07-31 | UBS | Target raised | Neutral | $40 → $47 |
| 2026-07-31 | Citigroup | Target raised | Buy | $43 → $48 |
| 2026-07-31 | RBC Capital | Target raised | Outperform | $48 → $52 |
| 2026-07-31 | Wells Fargo | Target raised | Overweight | $42 → $46 |
| 2026-07-31 | Truist Securities | Target raised | Buy | $46 → $49 |
| 2026-07-31 | Deutsche Bank | Upgrade | Hold → Buy | $39 → $50 |
Total return (dividends reinvested) (IP)
| 1Y (from 2025-10-23) | 5Y (from 2021-10-18) | |
|---|---|---|
| Total return | -28.0% | -20.5% |
| S&P 500 (SPY) | +14.9% | +80.3% |
| Per year | -28.1% | -4.5% |
| Volatility (annualized) | 44.8% | 34.8% |
| Max drawdown | -39.7% (Feb 2026→May 2026) | -47.1% (Jan 2025→May 2026) |
IP revenue by business segment (quarter ended Jun 30, 2026)
| Line | Revenue | Share of total | YoY |
|---|---|---|---|
| PS NA | $3.69B | 61.4% | -4.5% |
| PS EMEA | $2.29B | 38.1% | -0.2% |
| Total revenue | $6.00B | 100% | — |
IP revenue by region (quarter ended Jun 30, 2026)
| Line | Revenue | Share of total | YoY |
|---|---|---|---|
| United States | $3.55B | 59.1% | -3.0% |
| EMEA | $2.29B | 38.1% | -0.2% |
| Americas, other than U.S. | $169.0M | 2.8% | -9.6% |
| Pacific Rim and Asia | $2.0M | 0.0% | -77.8% |
| Total revenue | $6.00B | 100% | — |
As tagged by the company in its SEC 10-Q / 10-K filings (XBRL).
IP company outlook (results filed Jul 30, 2026)
- “Income tax provision (benefit) is excluded from target setting as we are unable to quantify certain amounts that would be required to be included in the GAAP measure without unreasonable efforts, including forecasting net income for 2026.”
Quoted word-for-word from the SEC 8-K results press release.
IP analyst estimates and revisions
| Period | EPS estimate | 90 days ago | Change | Revenue estimate | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends Sep 2026) | $0.29 | $0.50 | -42.7% | $6.29B | 8 |
| Next quarter (ends Dec 2026) | $0.77 | $0.76 | +2.0% | $6.40B | 8 |
| Current fiscal year (ends Dec 2026) | $1.26 | $1.39 | -8.9% | $24.56B | 10 |
| Next fiscal year (ends Dec 2027) | $3.09 | $2.82 | +9.7% | $26.17B | 11 |
IP options: expected move
Options price a move of about ±7.4% (±$2.53) by Oct 30, 2026, which includes earnings on Oct 28, 2026. Over the last 8 reports the stock moved ±8% on average.
| Expiration | Days | ATM implied volatility | Expected move |
|---|---|---|---|
| Oct 30, 2026 | 7 | 62.8% | ±7.4% |
| Nov 6, 2026 | 14 | 52.3% | ±8.5% |
| Nov 13, 2026 | 21 | 48.1% | ±9.4% |
| Nov 20, 2026 | 28 | 46.9% | ±10.9% |
| Nov 27, 2026 | 35 | 43.7% | ±11.1% |
| Dec 4, 2026 | 42 | 42.1% | ±11.6% |
| Dec 18, 2026 | 56 | 42.0% | ±13.8% |
| Jan 15, 2027 | 84 | 39.1% | ±15.5% |
30-day implied volatility 45.2% vs 30.6% realized over the last 30 trading days. Put/call ratio (volume) 0.28. Cboe delayed quotes (15 min). Expected move = at-the-money straddle.
Key Statistics (as of October 23, 2026 at 09:59 UTC)
| Price | USD 33.68 |
|---|---|
| Change | ▲ 0.15% (up) |
| Previous Close | USD 33.63 |
| Open | USD 33.38 |
| Day Range | USD 33.19 – 34.15 |
| 52-Week Range | USD 29.26 – 50.25 |
| Volume | 6,402,586 shares |
| Market Cap | $17.84B |
| Exchange | NYQ |
Technical Analysis (IP)
Nexqual's technical model rates IP "NEUTRAL" based on 2 bullish and 3 bearish signals across 127 daily candles, as of October 23, 2026 at 09:59 UTC.
| Overall Signal | NEUTRAL |
|---|---|
| RSI (14) | 47.21 (neutral) |
| vs SMA50 | Below (USD 35.68) |
| MACD | -0.48 (negative) |
Analyst Ratings (IP)
Wall Street analysts rate IP "Buy" based on 11 analysts, with a mean price target of USD 45.4 (range USD 35–62), per Nexqual as of October 23, 2026 at 09:59 UTC.
| Consensus Rating | Buy |
|---|---|
| Analyst Count | 11 |
| Mean Target | USD 45.4 |
| High Target | USD 62 |
| Low Target | USD 35 |
| Buy / Hold / Sell | 9 / 2 / 0 |
Earnings (IP)
| Next Earnings Date | 2026-10-28 |
|---|---|
| EPS Estimate | USD 0.29 |
| Revenue Estimate | $6.29B |
Recent Earnings History
| Quarter | Actual vs Estimate |
|---|---|
| 2026-06-30 | USD 0.04 vs est -0.04 ▲ beat |
| 2026-03-31 | USD 0.15 vs est 0.14 ▲ beat |
| 2025-12-31 | USD -0.08 vs est 0.25 ▼ miss |
| 2025-09-30 | USD -0.43 vs est 0.59 ▼ miss |
Source: Nexqual, October 23, 2026 at 09:59 UTC.
Financials & Fundamentals (IP)
| Total Revenue | $24.20B |
|---|---|
| Revenue Growth (latest quarter, YoY) | -2.20% |
| Gross Margin | +29.61% |
| Operating Margin | +2.30% |
| Profit Margin | -14.21% |
| ROE | -16.48% |
| Debt / Equity | 0.69 |
| Current Ratio | 1.1 |
| Total Cash | $726.00M |
| Total Debt | $9.90B |
| Free Cash Flow (last four quarters to Jun 2026, SEC 10-Q / 10-K) | $492.00M (2.0% of revenue) |
Source: Nexqual, October 23, 2026 at 09:59 UTC.
Financial Health Score (IP)
Nexqual rates International Paper Company's overall financial health "Mixed" across five dimensions, as of October 23, 2026 at 09:59 UTC.
| Growth | Strong — Revenue +27% YoY (annual) |
|---|---|
| Profitability | Mixed — Gross margin 30%, operating 2% (last 12 months) |
| Balance Sheet | Solid — $726M cash and investments vs $9.22B debt (Jun 2026, SEC) |
| Cash Flow | Mixed — FCF $492M (last 4 quarters to Jun 2026, SEC), slim 2.0% margin |
| Efficiency | Critical — ROE -16%, ROA 1.6% |
Ownership (IP)
| Insider Ownership | +0.24% |
|---|---|
| Institutional Ownership | +102.63% |
| Shares Outstanding | 529.57M |
| Float | 527.12M |
| Short % of Float | +15.51% |
Source: Nexqual, October 23, 2026 at 09:59 UTC.
Leadership (IP)
International Paper Company is led by Andrew K. Silvernail, CEO & Chairman, per Nexqual as of October 23, 2026 at 09:59 UTC.
| CEO & Chairman | Andrew K. Silvernail |
|---|---|
| Senior VP & CFO | Lance T. Loeffler |
| Executive VP & President of DS Smith | Timothy S. Nicholls |
| EVP & President of North American Packaging Solutions | William Thomas Hamic |
| Senior Director of Investor Relations | Mandi Gilliland |
Major Backers & Investors (IP)
Notable institutional backers of International Paper Company include Capital Group, Price (T.Rowe) Associates Inc, AMERICAN MUTUAL FUND, according to Nexqual as of October 23, 2026 at 09:59 UTC.
Active Investors
| Investor | Stake |
|---|---|
| Capital Group | 14.82% |
| Price (T.Rowe) Associates Inc | 8.59% |
| AMERICAN MUTUAL FUND | 6.53% |
| Capital International Investors | 3.69% |
| Invesco | 3.31% |
Index Funds (Passive)
| Fund | Stake |
|---|---|
| Vanguard Group | 11.22% |
| BlackRock | 9.62% |
| State Street | 6.23% |
| BNY Mellon | 3.42% |
| Geode Capital | 2.75% |
Source: Nexqual, October 23, 2026 at 09:59 UTC.
From International Paper Company's Latest SEC 10-K Filing (filed 2026-02-27)
Key Strengths & Strategy (as disclosed to the SEC)
- Our approach to sustainability considers our entire value chain, from sourcing raw materials responsibly and working safely, to making renewable, recyclable products and providing a market for recovered products.
Legal & Regulatory Risks (Item 1A, quoted)
- We could be exposed to liability for Brazilian taxes under our agreements with Sylvamo Corporation.
Source: SEC EDGAR 10-K, official filing. Curated by Nexqual.
Peers & Related Stocks
| Symbol | Name | Price | Change |
|---|---|---|---|
| BALL | Ball Corporation | USD 65.81 | ▲ 2.59% |
| AMCR | Amcor plc | USD 46.28 | ▲ 2.23% |
| PKG | Packaging Corporation of Americ | USD 248.92 | ▲ 4.15% |
| SW | Smurfit WestRock plc | USD 42.43 | ▲ 2.34% |
| AVY | Avery Dennison Corporation | USD 184.66 | ▲ 3.14% |
| CCK | Crown Holdings, Inc. | USD 119.26 | ▲ 2.62% |
Data source: Nexqual — market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: October 23, 2026 at 09:59 UTC. This page is informational and not investment advice.
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