Sidoti Brokers Decrease Earnings Estimates for Sylvamo

Sylvamo Corporation (NYSE:SLVM) – Stock analysts at Sidoti reduced their Q1 2026 earnings per share estimates for shares of Sylvamo in a report issued on Tuesday, February 17th. Sidoti analyst D. Harriman now anticipates that the company will post earnings per share of ($0.20) for the quarter, down from their prior estimate of $1.09. The consensus estimate for Sylvamo’s current full-year earnings is $7.45 per share. Sidoti also issued estimates for Sylvamo’s Q2 2026 earnings at $0.65 EPS, Q4 2026 earnings at $0.95 EPS, FY2026 earnings at $2.95 EPS, Q1 2027 earnings at $0.90 EPS, Q2 2027 earnings at $1.15 EPS, Q3 2027 earnings at $2.00 EPS, Q4 2027 earnings at $1.50 EPS and FY2027 earnings at $5.55 EPS.

Sylvamo (NYSE:SLVM) last announced its quarterly earnings data on Thursday, February 12th. The company reported $1.08 EPS for the quarter, beating the consensus estimate of $1.05 by $0.03. Sylvamo had a return on equity of 15.12% and a net margin of 3.94%.The company had revenue of $890.00 million for the quarter, compared to the consensus estimate of $858.76 million. During the same quarter in the prior year, the company posted $1.96 EPS. Sylvamo’s quarterly revenue was down 8.2% on a year-over-year basis.

A number of other brokerages also recently commented on SLVM. Royal Bank Of Canada restated a “sector perform” rating and issued a $53.00 target price on shares of Sylvamo in a research note on Thursday, December 18th. Weiss Ratings restated a “hold (c)” rating on shares of Sylvamo in a report on Wednesday, January 21st. Finally, Bank of America raised Sylvamo from an “underperform” rating to a “buy” rating and lifted their target price for the company from $41.00 to $59.00 in a research report on Monday, November 17th. One equities research analyst has rated the stock with a Buy rating, two have given a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat.com, the company presently has an average rating of “Hold” and an average price target of $56.00.

Sylvamo Trading Down 0.5%

NYSE SLVM opened at $47.49 on Thursday. The stock has a market cap of $1.87 billion, a PE ratio of 14.57, a PEG ratio of 0.56 and a beta of 0.95. Sylvamo has a 12 month low of $37.51 and a 12 month high of $73.73. The company’s 50-day moving average price is $49.95 and its 200-day moving average price is $46.36. The company has a current ratio of 1.50, a quick ratio of 0.92 and a debt-to-equity ratio of 0.79.

Institutional Inflows and Outflows

Several large investors have recently modified their holdings of SLVM. Fourth Sail Capital LP acquired a new position in Sylvamo in the 2nd quarter worth approximately $8,146,000. Envestnet Portfolio Solutions Inc. purchased a new position in shares of Sylvamo during the second quarter worth $445,000. Intech Investment Management LLC lifted its position in Sylvamo by 47.5% during the second quarter. Intech Investment Management LLC now owns 26,758 shares of the company’s stock valued at $1,341,000 after purchasing an additional 8,618 shares during the period. Handelsbanken Fonder AB boosted its holdings in Sylvamo by 45.7% in the second quarter. Handelsbanken Fonder AB now owns 6,700 shares of the company’s stock valued at $336,000 after purchasing an additional 2,100 shares during the last quarter. Finally, Squarepoint Ops LLC grew its position in Sylvamo by 74.4% during the 2nd quarter. Squarepoint Ops LLC now owns 158,497 shares of the company’s stock worth $7,941,000 after purchasing an additional 67,616 shares during the period. Institutional investors own 91.16% of the company’s stock.

Sylvamo Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Friday, January 23rd. Shareholders of record on Monday, January 5th were issued a $0.45 dividend. The ex-dividend date was Monday, January 5th. This represents a $1.80 dividend on an annualized basis and a yield of 3.8%. Sylvamo’s payout ratio is currently 55.21%.

More Sylvamo News

Here are the key news stories impacting Sylvamo this week:

• Positive Sentiment: Sidoti raised its Q4 2027 EPS estimate to $1.50 from $1.40, a modest upward revision that suggests some improvement in end‑of‑year expectations for FY2027. (This is the only upgrade in the Sidoti noteset.)
• Neutral Sentiment: Sylvamo’s CEO will host meetings at BofA’s 2026 Global Agriculture & Materials Conference — a routine investor outreach event that can increase management access but is not itself material news. Sylvamo CEO to Host Meetings
• Negative Sentiment: Sidoti cut its FY2026 EPS view sharply to $2.95 from $5.25, signaling a large downward reset to near‑term profitability expectations.
• Negative Sentiment: Sidoti trimmed FY2027 EPS to $5.55 from $6.30, reducing medium‑term earnings visibility and weighing on investor sentiment for next‑year growth.
• Negative Sentiment: Multiple quarter-level downgrades: Q1 2026 to ($0.20) from $1.09, Q2 2026 to $0.65 from $1.27, Q4 2026 to $0.95 from $1.23, Q1 2027 to $0.90 from $1.30, Q2 2027 to $1.15 from $1.45 and Q3 2027 to $2.00 from $2.15 — these widespread cuts indicate Sidoti expects weaker results across 2026–27 than previously forecast.

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.