Truist Financial Lowers International Paper (NYSE:IP) Price Target to $48.00

International Paper (NYSE:IP) had its price target lowered by investment analysts at Truist Financial from $50.00 to $48.00 in a research report issued on Friday,MarketScreener reports. The firm currently has a “buy” rating on the basic materials company’s stock. Truist Financial’s target price points to a potential upside of 19.25% from the stock’s previous close.

Several other research firms have also commented on IP. Argus decreased their target price on shares of International Paper from $55.00 to $50.00 and set a “buy” rating on the stock in a report on Monday, December 22nd. Zacks Research lowered shares of International Paper from a “hold” rating to a “strong sell” rating in a research report on Monday, January 12th. BNP Paribas Exane upgraded shares of International Paper from a “strong sell” rating to an “outperform” rating and set a $44.00 price objective for the company in a research report on Monday, November 24th. JPMorgan Chase & Co. cut their target price on International Paper from $46.00 to $45.00 and set a “neutral” rating for the company in a research note on Wednesday, January 21st. Finally, Citigroup decreased their price target on International Paper from $55.00 to $46.00 and set a “buy” rating on the stock in a research note on Monday, November 3rd. Nine analysts have rated the stock with a Buy rating, two have assigned a Hold rating and two have issued a Sell rating to the stock. According to MarketBeat, International Paper has an average rating of “Moderate Buy” and an average target price of $49.53.

International Paper Price Performance

Shares of NYSE IP opened at $40.25 on Friday. The stock has a market capitalization of $21.25 billion, a PE ratio of -6.00, a P/E/G ratio of 0.45 and a beta of 1.10. The company has a debt-to-equity ratio of 0.60, a current ratio of 1.28 and a quick ratio of 1.04. The business has a fifty day moving average price of $40.23 and a two-hundred day moving average price of $44.04. International Paper has a fifty-two week low of $35.56 and a fifty-two week high of $58.11.

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 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 business’s revenue for the quarter was up 53.1% compared to the same quarter last year. During the same period last year, the company posted ($0.02) earnings per share. As a group, equities analysts predict that International Paper will post 2.77 earnings per share for the current fiscal year.

Insider Buying and Selling

In related news, SVP Clay R. Ellis sold 18,819 shares of the firm’s stock in a transaction 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 filing with the SEC, which is accessible through the SEC website. Also, CEO Andrew K. Silvernail acquired 50,000 shares of International Paper stock in a transaction that occurred on Friday, January 30th. The shares were purchased at an average price of $39.98 per share, for a total transaction of $1,999,000.00. Following the transaction, the chief executive officer directly owned 50,000 shares in the company, valued at $1,999,000. The trade was a ∞ increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. Company insiders own 0.35% of the company’s stock.

Institutional Trading of International Paper

A number of hedge funds have recently made changes to their positions in IP. AlphaQuest LLC increased its stake in shares of International Paper by 63,400.0% in the second quarter. AlphaQuest LLC now owns 635 shares of the basic materials company’s stock valued at $30,000 after buying an additional 634 shares during the period. Sound Income Strategies LLC grew its holdings in International Paper by 94.0% during the 4th quarter. Sound Income Strategies LLC now owns 710 shares of the basic materials company’s stock worth $31,000 after acquiring an additional 344 shares during the last quarter. Migdal Insurance & Financial Holdings Ltd. acquired a new position in International Paper in the 2nd quarter valued at approximately $33,000. Elevation Point Wealth Partners LLC bought a new position in shares of International Paper during the second quarter valued at $35,000. Finally, Kelleher Financial Advisors acquired a new position in shares of International Paper during the third quarter worth $36,000. 81.95% of the stock is owned by institutional investors and hedge funds.

More International Paper News

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.

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.