Seaport Res Ptn Issues Negative Outlook for IP Earnings

International Paper (NYSE:IP) – Investment analysts at Seaport Res Ptn dropped their Q1 2025 earnings estimates for shares of International Paper in a report released on Monday, March 31st. Seaport Res Ptn analyst M. Weintraub now expects that the basic materials company will post earnings of $0.35 per share for the quarter, down from their previous forecast of $0.38. The consensus estimate for International Paper’s current full-year earnings is $2.77 per share. Seaport Res Ptn also issued estimates for International Paper’s Q3 2025 earnings at $0.87 EPS, Q1 2026 earnings at $0.73 EPS, Q2 2026 earnings at $0.84 EPS, Q3 2026 earnings at $1.13 EPS, Q4 2026 earnings at $1.00 EPS and FY2026 earnings at $3.70 EPS.

International Paper (NYSE:IP) last posted its quarterly earnings results on Thursday, January 30th. The basic materials company reported ($0.02) EPS for the quarter, missing analysts’ consensus estimates of $0.03 by ($0.05). International Paper had a net margin of 2.99% and a return on equity of 4.75%.

Several other research analysts also recently commented on IP. Truist Financial restated a “buy” rating and set a $64.00 price objective (down from $65.00) on shares of International Paper in a research report on Friday, January 31st. Bank of America began coverage on International Paper in a report on Thursday, February 13th. They set a “neutral” rating for the company. StockNews.com lowered International Paper from a “buy” rating to a “hold” rating in a research note on Friday. Royal Bank of Canada reissued an “outperform” rating and set a $64.00 target price on shares of International Paper in a research note on Wednesday, March 26th. Finally, JPMorgan Chase & Co. assumed coverage on shares of International Paper in a research note on Thursday, March 20th. They issued an “overweight” rating and a $59.00 price target on the stock. One research analyst has rated the stock with a sell rating, four have assigned a hold rating, six have assigned a buy rating and one has given a strong buy rating to the stock. Based on data from MarketBeat, International Paper has an average rating of “Moderate Buy” and a consensus target price of $55.32.

International Paper Price Performance

Shares of NYSE:IP opened at $53.40 on Tuesday. The company has a current ratio of 1.49, a quick ratio of 1.08 and a debt-to-equity ratio of 0.66. The stock has a market capitalization of $28.10 billion, a PE ratio of 34.01, a PEG ratio of 0.39 and a beta of 1.02. The firm has a 50 day moving average of $54.79 and a 200-day moving average of $53.80. International Paper has a 12 month low of $33.16 and a 12 month high of $60.36.

Hedge Funds Weigh In On International Paper

Several large investors have recently modified their holdings of IP. Cerity Partners LLC lifted its holdings in International Paper by 7.3% during the 3rd quarter. Cerity Partners LLC now owns 38,050 shares of the basic materials company’s stock worth $1,859,000 after buying an additional 2,588 shares during the period. Townsquare Capital LLC bought a new position in shares of International Paper during the third quarter worth about $336,000. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC lifted its stake in shares of International Paper by 2.2% in the third quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 1,999,719 shares of the basic materials company’s stock worth $97,686,000 after acquiring an additional 42,151 shares during the period. Rockefeller Capital Management L.P. boosted its holdings in International Paper by 584.7% in the third quarter. Rockefeller Capital Management L.P. now owns 130,314 shares of the basic materials company’s stock valued at $6,366,000 after acquiring an additional 111,281 shares during the last quarter. Finally, Erste Asset Management GmbH acquired a new stake in International Paper during the 3rd quarter valued at approximately $6,699,000. Institutional investors own 81.95% of the company’s stock.

International Paper Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Monday, March 17th. Shareholders of record on Monday, February 24th were issued a dividend of $0.4625 per share. This represents a $1.85 dividend on an annualized basis and a yield of 3.46%. The ex-dividend date of this dividend was Monday, February 24th. International Paper’s payout ratio is 117.83%.

International Paper Company Profile

International Paper Company produces and sells renewable fiber-based packaging and pulp products in North America, Latin America, Europe, and North Africa. It operates through two segments, Industrial Packaging and Global Cellulose Fibers. The company offers linerboard, medium, whitetop, recycled linerboard, recycled medium and saturating kraft; and pulp for a range of applications, such as diapers, towel and tissue products, feminine care, incontinence, and other personal care products, as well as specialty pulps for use in textiles, construction materials, paints, coatings, and others.