Envestnet Asset Management Inc. Has $17.81 Million Stock Holdings in International Paper Company $IP

Envestnet Asset Management Inc. raised its holdings in International Paper Company (NYSE:IP) by 16.8% during the third quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 383,850 shares of the basic materials company’s stock after buying an additional 55,164 shares during the quarter. Envestnet Asset Management Inc. owned 0.07% of International Paper worth $17,811,000 at the end of the most recent quarter.

Other institutional investors also recently added to or reduced their stakes in the company. Hantz Financial Services Inc. grew its stake in shares of International Paper by 18.9% in the third quarter. Hantz Financial Services Inc. now owns 96,855 shares of the basic materials company’s stock worth $4,494,000 after acquiring an additional 15,387 shares during the last quarter. Atlantic Union Bankshares Corp bought a new stake in International Paper in the 3rd quarter valued at $49,000. AGF Management Ltd. grew its position in International Paper by 424.5% in the 3rd quarter. AGF Management Ltd. now owns 28,845 shares of the basic materials company’s stock worth $1,338,000 after purchasing an additional 23,345 shares during the last quarter. Jones Financial Companies Lllp increased its holdings in shares of International Paper by 9.2% during the 3rd quarter. Jones Financial Companies Lllp now owns 25,667 shares of the basic materials company’s stock worth $1,164,000 after purchasing an additional 2,158 shares during the period. Finally, United Community Bank raised its position in shares of International Paper by 219.9% during the third quarter. United Community Bank now owns 12,315 shares of the basic materials company’s stock valued at $571,000 after buying an additional 8,465 shares during the last quarter. 81.95% of the stock is owned by institutional investors.

Insider Activity at International Paper

In related news, SVP Clay R. Ellis sold 18,819 shares of the stock in a transaction that occurred on Tuesday, November 18th. The stock was sold at an average price of $36.85, for a total transaction of $693,480.15. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. Also, CEO Andrew K. Silvernail purchased 50,000 shares of the company’s stock in a transaction that occurred on Friday, January 30th. The shares were acquired at an average cost of $39.98 per share, with a total value of $1,999,000.00. Following the completion of 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 ownership of the stock. The SEC filing for this purchase provides additional information. 0.35% of the stock is owned by insiders.

International Paper Price Performance

IP opened at $49.17 on Friday. The firm has a market cap of $25.96 billion, a price-to-earnings ratio of -7.33 and a beta of 1.11. The company has a debt-to-equity ratio of 0.60, a quick ratio of 1.02 and a current ratio of 1.28. The firm’s 50-day simple moving average is $41.67 and its 200-day simple moving average is $43.55. International Paper Company has a twelve month low of $35.56 and a twelve month high of $57.55.

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

Key Headlines Impacting International Paper

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

• Positive Sentiment: Zacks Research raised its Q4 2026 EPS estimate for IP to $0.52 (from $0.48), a modest upward revision that slightly supports near‑term earnings expectations.
• Neutral Sentiment: The Yahoo Finance piece “Is It Time To Reassess International Paper (IP) After Its Recent Share Price Surge” highlights that the stock has climbed recently and invites investors to reassess valuation and momentum — this contributes to higher scrutiny but doesn’t change fundamentals. Is It Time To Reassess International Paper (IP) After Its Recent Share Price Surge
• Neutral Sentiment: Yahoo reports that International Paper has tweaked executive compensation to better align pay with valuation/momentum metrics — this may reassure some investors about governance and alignment but is unlikely to move fundamentals immediately. International Paper Tweaks Executive Pay As Valuation And Momentum Draw Focus
• Negative Sentiment: Zacks Research issued a string of downward revisions across 2026–2027, cutting Q1–Q3 2026 estimates and multiple 2027 quarterly forecasts; it lowered FY2026 to $1.83 (from $2.28) and cut FY2027 to $3.23 (from $4.11). Those cuts — together with Zacks’ “Strong Sell” stance — add meaningful analyst pressure and increase downside risk if the company fails to deliver stronger results.

Analysts Set New Price Targets

Several brokerages recently issued reports on IP. Zacks Research lowered International Paper from a “hold” rating to a “strong sell” rating in a research note on Monday, January 12th. JPMorgan Chase & Co. boosted their price objective on International Paper from $45.00 to $48.00 and gave the company a “neutral” rating in a research report on Friday, January 30th. UBS Group cut International Paper from a “buy” rating to a “neutral” rating and reduced their target price for the stock from $51.00 to $44.00 in a research report on Monday, February 2nd. Citigroup lifted their price target on shares of International Paper from $46.00 to $47.00 and gave the stock a “buy” rating in a research note on Friday, January 30th. Finally, Truist Financial dropped their price objective on shares of International Paper from $50.00 to $48.00 and set a “buy” rating for the company in a research note on Friday, January 30th. Eight investment analysts have rated the stock with a Buy rating, three have issued a Hold rating and two have issued a Sell rating to the company’s stock. Based on data from MarketBeat, the stock has an average rating of “Hold” and an average price target of $48.25.

International Paper 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.