JPMorgan Chase & Co. Increases International Paper (NYSE:IP) Price Target to $48.00

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

IP has been the topic of several other reports. BNP Paribas Exane upgraded International Paper from a “strong sell” rating to an “outperform” rating and set a $44.00 price objective on the stock in a research report on Monday, November 24th. Citigroup upped their target price on shares of International Paper from $46.00 to $47.00 and gave the company a “buy” rating in a report on Friday. Jefferies Financial Group raised their price target on shares of International Paper from $47.00 to $48.00 and gave the stock a “buy” rating in a research note on Thursday, January 22nd. Wall Street Zen lowered shares of International Paper from a “hold” rating to a “sell” rating in a research report on Saturday, October 18th. Finally, Royal Bank Of Canada decreased their target price on shares of International Paper from $55.00 to $54.00 and set an “outperform” rating on the stock in a research report on Friday. 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. According to MarketBeat.com, International Paper currently has an average rating of “Moderate Buy” and a consensus price target of $49.53.

International Paper Stock Up 3.2%

Shares of NYSE IP opened at $40.25 on Friday. The firm’s 50-day moving average is $40.23 and its two-hundred day moving average is $44.04. The company has a market capitalization of $21.25 billion, a PE ratio of -6.00, a price-to-earnings-growth ratio of 0.45 and a beta of 1.10. International Paper has a 12-month low of $35.56 and a 12-month high of $58.11. The company has a debt-to-equity ratio of 0.60, a current ratio of 1.28 and a quick ratio of 1.04.

International Paper (NYSE:IP) last issued its quarterly earnings data 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 company had revenue of $6.01 billion for the quarter, compared to analyst estimates of $5.90 billion. International Paper had a negative return on equity of 0.35% and a negative net margin of 14.12%.The company’s revenue for the quarter was up 53.1% on a year-over-year basis. During the same quarter in the prior year, the firm earned ($0.02) earnings per share. Equities analysts anticipate that International Paper will post 2.77 EPS for the current fiscal year.

Insider Buying and Selling at International Paper

In other news, CEO Andrew K. Silvernail acquired 50,000 shares of the company’s stock in a transaction dated Friday, January 30th. The stock was acquired at an average cost of $39.98 per share, for a total transaction of $1,999,000.00. Following the acquisition, the chief executive officer directly owned 50,000 shares in the company, valued at approximately $1,999,000. This represents a ∞ increase in their position. The purchase was disclosed in a legal filing with the SEC, which is available at this link. Also, SVP Clay R. Ellis sold 18,819 shares of the stock in a transaction on Tuesday, November 18th. The stock was sold at an average price of $36.85, for a total value of $693,480.15. The SEC filing for this sale provides additional information. 0.35% of the stock is owned by insiders.

Institutional Inflows and Outflows

Several hedge funds have recently added to or reduced their stakes in IP. Gentry Private Wealth LLC boosted its position in shares of International Paper by 2.1% in the second quarter. Gentry Private Wealth LLC now owns 9,357 shares of the basic materials company’s stock worth $438,000 after buying an additional 188 shares during the period. Wellington Shields Capital Management LLC raised its holdings in shares of International Paper by 7.0% during the 2nd quarter. Wellington Shields Capital Management LLC now owns 3,468 shares of the basic materials company’s stock valued at $162,000 after buying an additional 226 shares during the period. International Private Wealth Advisors LLC lifted its position in International Paper by 4.1% during the 4th quarter. International Private Wealth Advisors LLC now owns 6,175 shares of the basic materials company’s stock worth $243,000 after acquiring an additional 243 shares in the last quarter. Atalanta Sosnoff Capital LLC lifted its position in International Paper by 3.8% during the 2nd quarter. Atalanta Sosnoff Capital LLC now owns 6,759 shares of the basic materials company’s stock worth $317,000 after acquiring an additional 245 shares in the last quarter. Finally, Blue Trust Inc. boosted its holdings in International Paper by 10.1% in the 2nd quarter. Blue Trust Inc. now owns 2,836 shares of the basic materials company’s stock worth $133,000 after acquiring an additional 259 shares during the period. 81.95% of the stock is owned by hedge funds and other institutional investors.

International Paper News Summary

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.

International Paper Company Profile

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.