Seaport Res Ptn Issues Optimistic Outlook for IP Earnings

International Paper (NYSE:IP) – Research analysts at Seaport Res Ptn increased their Q2 2025 EPS estimates for shares of International Paper in a report issued on Monday, November 11th. Seaport Res Ptn analyst M. Weintraub now expects that the basic materials company will post earnings per share of $0.70 for the quarter, up from their prior estimate of $0.67. The consensus estimate for International Paper’s current full-year earnings is $1.24 per share. Seaport Res Ptn also issued estimates for International Paper’s Q3 2025 earnings at $1.04 EPS, Q4 2025 earnings at $0.94 EPS and FY2025 earnings at $3.05 EPS.

Several other analysts have also recently commented on the stock. Truist Financial reaffirmed a “buy” rating and issued a $61.00 target price (up from $57.00) on shares of International Paper in a research note on Friday, November 1st. Argus raised shares of International Paper from a “hold” rating to a “buy” rating and set a $52.00 price objective for the company in a research note on Wednesday, August 14th. Wells Fargo & Company boosted their price objective on shares of International Paper from $43.00 to $45.00 and gave the company an “equal weight” rating in a research note on Thursday, July 25th. Finally, Royal Bank of Canada boosted their price objective on shares of International Paper from $56.00 to $64.00 and gave the company an “outperform” rating in a research note on Friday, November 1st. Three research analysts have rated the stock with a hold rating, six have given a buy rating and one has assigned a strong buy rating to the company. According to data from MarketBeat.com, International Paper currently has a consensus rating of “Moderate Buy” and an average price target of $51.96.

International Paper Stock Down 0.6 %

IP stock opened at $57.30 on Wednesday. The stock has a market capitalization of $19.91 billion, a P/E ratio of 48.97 and a beta of 1.02. The company has a debt-to-equity ratio of 0.62, a quick ratio of 1.11 and a current ratio of 1.53. International Paper has a one year low of $31.76 and a one year high of $59.52. The company has a 50 day moving average price of $49.59 and a two-hundred day moving average price of $46.03.

International Paper (NYSE:IP) last issued its quarterly earnings data on Thursday, October 31st. The basic materials company reported $0.44 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.24 by $0.20. The firm had revenue of $4.69 billion during the quarter, compared to the consensus estimate of $4.70 billion. International Paper had a return on equity of 6.49% and a net margin of 2.25%. The company’s quarterly revenue was up 1.6% compared to the same quarter last year. During the same period in the previous year, the firm posted $0.64 EPS.

Hedge Funds Weigh In On International Paper

A number of institutional investors have recently added to or reduced their stakes in the company. Diamond Hill Capital Management Inc. raised its stake in shares of International Paper by 125.1% in the 3rd quarter. Diamond Hill Capital Management Inc. now owns 4,235,846 shares of the basic materials company’s stock valued at $206,921,000 after purchasing an additional 2,354,341 shares in the last quarter. Raymond James & Associates raised its stake in shares of International Paper by 29.6% in the 3rd quarter. Raymond James & Associates now owns 321,468 shares of the basic materials company’s stock valued at $15,704,000 after purchasing an additional 73,367 shares in the last quarter. Comerica Bank raised its stake in shares of International Paper by 23.6% in the 1st quarter. Comerica Bank now owns 156,596 shares of the basic materials company’s stock valued at $6,110,000 after purchasing an additional 29,904 shares in the last quarter. QRG Capital Management Inc. raised its stake in shares of International Paper by 3.8% in the 3rd quarter. QRG Capital Management Inc. now owns 279,288 shares of the basic materials company’s stock valued at $13,643,000 after purchasing an additional 10,260 shares in the last quarter. Finally, Sei Investments Co. raised its stake in shares of International Paper by 9.2% in the 1st quarter. Sei Investments Co. now owns 426,929 shares of the basic materials company’s stock valued at $16,659,000 after purchasing an additional 35,857 shares in the last quarter. Institutional investors and hedge funds own 81.95% of the company’s stock.

Insider Buying and Selling

In related news, SVP Clay R. Ellis sold 9,000 shares of the company’s stock in a transaction on Wednesday, August 28th. The shares were sold at an average price of $48.83, for a total transaction of $439,470.00. Following the completion of the sale, the senior vice president now directly owns 49,832 shares of the company’s stock, valued at approximately $2,433,296.56. This represents a 0.00 % decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. In other International Paper news, SVP Clay R. Ellis sold 9,000 shares of the business’s stock in a transaction on Wednesday, August 28th. The shares were sold at an average price of $48.83, for a total value of $439,470.00. Following the transaction, the senior vice president now owns 49,832 shares in the company, valued at $2,433,296.56. The trade was a 0.00 % decrease in their position. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Also, VP Holly G. Goughnour sold 5,000 shares of the business’s stock in a transaction on Friday, September 6th. The stock was sold at an average price of $47.22, for a total transaction of $236,100.00. Following the completion of the transaction, the vice president now owns 16,788 shares in the company, valued at $792,729.36. This represents a 0.00 % decrease in their position. The disclosure for this sale can be found here. In the last three months, insiders sold 19,440 shares of company stock valued at $938,486. Company insiders own 0.55% of the company’s stock.

International Paper Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Monday, December 16th. Investors of record on Friday, November 15th will be given a dividend of $0.4625 per share. The ex-dividend date is Friday, November 15th. This represents a $1.85 dividend on an annualized basis and a yield of 3.23%. International Paper’s dividend payout ratio (DPR) is 158.12%.

About International Paper

International Paper Company produces and sells renewable fiber-based packaging and pulp products in North America, Latin America, Europe, and North Africa. It operates through two segments, Industrial Packaging and Global Cellulose Fibers. The company offers linerboard, medium, whitetop, recycled linerboard, recycled medium and saturating kraft; and pulp for a range of applications, such as diapers, towel and tissue products, feminine care, incontinence, and other personal care products, as well as specialty pulps for use in textiles, construction materials, paints, coatings, and others.