Sidoti Csr Has Pessimistic Outlook of Sylvamo Q4 Earnings

Sylvamo Corporation (NYSE:SLVM) – Equities research analysts at Sidoti Csr reduced their Q4 2026 EPS estimates for Sylvamo in a research note issued to investors on Wednesday, January 28th. Sidoti Csr analyst D. Harriman now forecasts that the company will post earnings of $1.23 per share for the quarter, down from their prior estimate of $1.52. The consensus estimate for Sylvamo’s current full-year earnings is $7.45 per share. Sidoti Csr also issued estimates for Sylvamo’s Q4 2027 earnings at $1.40 EPS.

Sylvamo (NYSE:SLVM) last announced its quarterly earnings results on Friday, November 7th. The company reported $1.44 earnings per share for the quarter, missing the consensus estimate of $1.57 by ($0.13). The firm had revenue of $846.00 million for the quarter, compared to analyst estimates of $840.32 million. Sylvamo had a net margin of 5.25% and a return on equity of 19.72%. The company’s revenue was down 12.3% compared to the same quarter last year. During the same period in the previous year, the firm posted $2.44 EPS.

Other equities analysts have also issued reports about the stock. Weiss Ratings restated a “hold (c)” rating on shares of Sylvamo in a report on Wednesday, January 21st. Bank of America raised Sylvamo from an “underperform” rating to a “buy” rating and boosted their target price for the company from $41.00 to $59.00 in a research report on Monday, November 17th. Finally, Royal Bank Of Canada restated a “sector perform” rating and set a $53.00 price target on shares of Sylvamo in a research report on Thursday, December 18th. One research analyst has rated the stock with a Buy rating, two have issued a Hold rating and one has issued a Sell rating to the company. According to MarketBeat.com, the stock currently has a consensus rating of “Hold” and a consensus price target of $56.00.

Sylvamo Price Performance

NYSE:SLVM opened at $48.99 on Friday. Sylvamo has a 52 week low of $37.51 and a 52 week high of $81.51. The stock’s fifty day moving average is $49.36 and its two-hundred day moving average is $46.21. The company has a market capitalization of $1.93 billion, a P/E ratio of 11.21 and a beta of 0.95. The company has a quick ratio of 0.85, a current ratio of 1.52 and a debt-to-equity ratio of 0.80.

Institutional Investors Weigh In On Sylvamo

Institutional investors have recently added to or reduced their stakes in the business. Versant Capital Management Inc lifted its position in shares of Sylvamo by 328.3% during the 3rd quarter. Versant Capital Management Inc now owns 681 shares of the company’s stock worth $30,000 after buying an additional 522 shares during the last quarter. GAMMA Investing LLC raised its stake in Sylvamo by 222.8% during the 4th quarter. GAMMA Investing LLC now owns 765 shares of the company’s stock worth $37,000 after acquiring an additional 528 shares in the last quarter. Advisory Services Network LLC acquired a new stake in Sylvamo during the 3rd quarter worth $38,000. Farther Finance Advisors LLC lifted its position in Sylvamo by 162.7% in the fourth quarter. Farther Finance Advisors LLC now owns 838 shares of the company’s stock valued at $40,000 after acquiring an additional 519 shares during the last quarter. Finally, EverSource Wealth Advisors LLC boosted its stake in Sylvamo by 185.5% in the second quarter. EverSource Wealth Advisors LLC now owns 982 shares of the company’s stock valued at $49,000 after acquiring an additional 638 shares in the last quarter. Hedge funds and other institutional investors own 91.16% of the company’s stock.

Sylvamo Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Friday, January 23rd. Stockholders of record on Monday, January 5th were given a dividend of $0.45 per share. This represents a $1.80 annualized dividend and a dividend yield of 3.7%. The ex-dividend date of this dividend was Monday, January 5th. Sylvamo’s dividend payout ratio is currently 41.19%.

Key Sylvamo News

Here are the key news stories impacting Sylvamo this week:

• Positive Sentiment: Sidoti raised estimates for several upcoming quarters — including Q1 2027 to $1.30, Q2 2027 to $1.45 and Q3 2027 to $2.15, plus upgrades to Q2 and Q3 2026 — which signal pockets of stronger demand or margin expectations in parts of the forecast horizon. MarketBeat SLVM
• Neutral Sentiment: Market commentary pieces are reviewing Sylvamo’s financial health and valuation — one article examines valuation metrics and whether SLVM is potentially undervalued, which could attract value-focused investors but doesn’t change near‑term earnings momentum. Is Sylvamo Potentially Undervalued?
• Neutral Sentiment: Analysts and media are placing recent price action in the context of Sylvamo’s balance-sheet and operating metrics (liquidity ratios, debt levels, P/E and recent revenue/earnings trends), providing broader context but not new company-specific catalysts. Explore Sylvamo’s market movement
• Negative Sentiment: Sidoti cut full‑year EPS forecasts: FY2026 was lowered to $5.25 (from $5.45) and FY2027 to $6.30 (from $6.40), reducing the company’s forward earnings base and likely pressuring valuation multiples. MarketBeat SLVM
• Negative Sentiment: Sidoti made notable downward revisions to near‑quarter estimates, including Q4 2027 (to $1.40 from $1.87) and Q4 2026 (to $1.23 from $1.52), a sizeable cut that directly reduces expected short‑term profitability and likely prompted selling. MarketBeat SLVM
• Negative Sentiment: Several smaller downward tweaks across Q1–Q3 2026 and FY2025 also lower the multi‑year outlook versus prior assumptions, increasing execution risk versus sell‑side forecasts and contributing to the negative bias in the stock. MarketBeat SLVM

About Sylvamo

Sylvamo Corporation, trading on the New York Stock Exchange under the ticker SLVM, is a leading global producer of uncoated freesheet paper. The company was established in October 2021 through a spin-off from International Paper, creating an independent entity focused exclusively on the development, manufacturing and marketing of high-quality uncoated paper products. Headquartered in Memphis, Tennessee, Sylvamo draws on decades of industry experience inherited from its predecessor, positioning itself to meet evolving customer needs in paper-based communications and packaging applications.

The company’s core product portfolio includes office and digital print papers, direct mail and marketing materials, catalog and commercial printing papers, and a range of specialty and value-added grades.