Q3 EPS Forecast for International Paper Reduced by Analyst

International Paper Company (NYSE:IP) – Investment analysts at Zacks Research dropped their Q3 2026 EPS estimates for shares of International Paper in a research note issued to investors on Wednesday, April 22nd. Zacks Research analyst Team now expects that the basic materials company will earn $0.56 per share for the quarter, down from their previous estimate of $0.57. Zacks Research has a “Hold” rating on the stock. The consensus estimate for International Paper’s current full-year earnings is $1.67 per share. Zacks Research also issued estimates for International Paper’s Q2 2027 earnings at $0.62 EPS, Q3 2027 earnings at $0.78 EPS, FY2027 earnings at $2.97 EPS and FY2028 earnings at $3.31 EPS.

IP has been the subject of a number of other reports. Royal Bank Of Canada cut their price objective on shares of International Paper from $54.00 to $48.00 and set an “outperform” rating for the company in a report on Thursday, April 16th. Deutsche Bank Aktiengesellschaft initiated coverage on shares of International Paper in a report on Wednesday, April 1st. They set a “hold” rating and a $38.00 price objective for the company. UBS Group decreased their price target on shares of International Paper from $44.00 to $40.00 and set a “neutral” rating on the stock in a research note on Friday, April 10th. Wells Fargo & Company decreased their price target on shares of International Paper from $40.00 to $38.00 and set an “equal weight” rating on the stock in a research note on Friday, March 20th. Finally, JPMorgan Chase & Co. decreased their price target on shares of International Paper from $48.00 to $46.00 and set a “neutral” rating on the stock in a research note on Thursday, April 2nd. Eight investment analysts have rated the stock with a Buy rating, five have given a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus target price of $45.48.

International Paper Trading Down 2.6%

Shares of IP opened at $32.66 on Friday. The company has a debt-to-equity ratio of 0.60, a current ratio of 1.28 and a quick ratio of 1.02. International Paper has a 1 year low of $32.53 and a 1 year high of $56.13. The company has a 50 day simple moving average of $38.51 and a two-hundred day simple moving average of $40.50. The firm has a market cap of $17.29 billion, a P/E ratio of -4.87 and a beta of 1.14.

International Paper (NYSE:IP) last released its 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%.The company’s revenue was up 53.1% compared to the same quarter last year. During the same period in the prior year, the company posted ($0.02) earnings per share.

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently modified their holdings of IP. Dynamic Technology Lab Private Ltd bought a new position in shares of International Paper during the 1st quarter valued at approximately $249,000. Intech Investment Management LLC boosted its position in shares of International Paper by 100.5% during the 1st quarter. Intech Investment Management LLC now owns 32,025 shares of the basic materials company’s stock valued at $1,709,000 after acquiring an additional 16,055 shares during the last quarter. Cresset Asset Management LLC boosted its position in shares of International Paper by 20.8% during the 2nd quarter. Cresset Asset Management LLC now owns 17,345 shares of the basic materials company’s stock valued at $812,000 after acquiring an additional 2,981 shares during the last quarter. Jump Financial LLC boosted its position in shares of International Paper by 280.9% during the 2nd quarter. Jump Financial LLC now owns 38,092 shares of the basic materials company’s stock valued at $1,784,000 after acquiring an additional 28,092 shares during the last quarter. Finally, Cerity Partners LLC boosted its position in shares of International Paper by 8.0% during the 2nd quarter. Cerity Partners LLC now owns 33,749 shares of the basic materials company’s stock valued at $1,580,000 after acquiring an additional 2,493 shares during the last quarter. 81.95% of the stock is currently owned by institutional investors.

Insider Buying and Selling

In other news, Director Anders Gustafsson bought 13,217 shares of the stock in a transaction dated Thursday, March 12th. The stock was purchased at an average cost of $37.83 per share, for a total transaction of $499,999.11. Following the transaction, the director owned 26,092 shares of the company’s stock, valued at $987,060.36. The trade was a 102.66% increase in their ownership of the stock. The purchase was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, CEO Andrew K. Silvernail bought 50,000 shares of the stock in a transaction dated Friday, January 30th. The shares were purchased at an average price of $39.98 per share, with a total value of $1,999,000.00. Following the completion of the transaction, the chief executive officer directly owned 50,000 shares in the company, valued at approximately $1,999,000. The trade was a ∞ increase in their position. The disclosure for this purchase is available in the SEC filing. Insiders have bought a total of 76,092 shares of company stock valued at $2,999,064 over the last quarter. Corporate insiders own 0.21% of the company’s stock.

Key International Paper News

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

• Positive Sentiment: Zacks bumped a few quarterly estimates: Q4 2026 raised to $0.62 (from $0.61), Q4 2027 raised to $0.85 (from $0.80), and Q1 2026 nudged to $0.24 (from $0.23). These small upward revisions are supportive for near‑term upside if trends persist.
• Neutral Sentiment: Zacks retains a “Hold” rating and cites a consensus current full‑year EPS of $1.67 — the firm is broadly adjusting timing and magnitude of earnings but not changing its overall view.
• Negative Sentiment: Zacks cut FY2027 estimates to $2.97 (from $3.24) and trimmed FY2028 to $3.31 (from $3.49), lowering medium‑term profitability expectations.
• Negative Sentiment: Q2 2027 estimate was steeply reduced to $0.62 (from $0.86), the largest single quarterly downgrade in the report — a clear near‑term negative signal for earnings momentum.
• Negative Sentiment: Multiple modest downward tweaks across quarters (Q1 2027 to $0.72, Q3 2027 to $0.78, Q3 2026/Q2 2026 cuts) indicate Zacks expects slower recovery/pressure across IP’s cycle.

About International Paper

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.