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International Paper Company (IP)
NYSE:IP
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International Paper Co (IP) Price & Analysis

1,882 Followers

IP Stock Chart & Stats

$37.13
$0.52(0.97%)
At close: 4:00 PM EST
$37.13
$0.52(0.97%)

Bulls Say, Bears Say

Bulls Say
North America Volume OutperformanceConsistent NA box volume outperformance (third consecutive quarter) signals structural share gains versus peers. Sustained volume leadership supports pricing leverage, steadier plant throughput and higher utilization, underpinning durable EBITDA and cash generation over the next several quarters.
Productivity And Capacity ImprovementsA 7% productivity gain and improved mill utilization reflect lasting operational improvements. Combined with increased per‑facility investment, these upgrades lower unit costs, reduce outage risk and should sustainably lift margins and reliability across the converting and mill footprint over a multi‑quarter horizon.
Positive Operating Cash Flow And Balance Sheet ActionsPositive operating cash flow (~$2.6B TTM) and proactive use of asset sale proceeds to cut debt demonstrate cash generation and financial discipline. Moderate leverage (≈0.7x) plus targeted debt paydown enhance flexibility to fund capex and restructuring without immediate refinancing stress.
Bears Say
Deteriorated ProfitabilityDespite stronger revenue, the company is not converting top‑line into operating profits, producing a sizeable net loss and negative ROE (~-20%). Persistent operating losses indicate structural cost or mix issues that must be resolved to restore sustainable cash returns and shareholder value.
Weak And Volatile Free Cash FlowFCF weakened materially (negative in 2025; TTM only modestly positive) and recent quarter relied on a one‑time tax refund. Reliance on one‑offs and asset sales to manage leverage makes cash conversion unreliable, complicating steady funding of capex, dividends and transformation programs.
EMEA Energy Exposure & Transformation CostsEMEA margins are under structural pressure as energy cost spikes hit realization while box pricing lags months. Coupled with elevated transformation and footprint change costs, this creates a sustained margin squeeze in EMEA that can weigh on enterprise EBITDA until commercial and cost actions fully take hold.

International Paper Co News

IP FAQ

What was International Paper Company’s price range in the past 12 months?
International Paper Company lowest stock price was $29.26 and its highest was $56.13 in the past 12 months.
    What is International Paper Company’s market cap?
    International Paper Company’s market cap is $19.19B.
      When is International Paper Company’s upcoming earnings report date?
      International Paper Company’s upcoming earnings report date is Jul 30, 2026 which is in 7 days.
        How were International Paper Company’s earnings last quarter?
        International Paper Company released its earnings results on Apr 30, 2026. The company reported $0.15 earnings per share for the quarter, beating the consensus estimate of $0.147 by $0.003.
          Is International Paper Company overvalued?
          According to Wall Street analysts International Paper Company’s price is currently Undervalued. Get more investment ideas with TipRanks Premium
            Does International Paper Company pay dividends?
            International Paper Company pays a Quarterly dividend of $0.463 which represents an annual dividend yield of 5.09%. See more information on International Paper Company dividends here
              What is International Paper Company’s EPS estimate?
              International Paper Company’s EPS estimate is -0.04.
                How many shares outstanding does International Paper Company have?
                International Paper Company has 529,516,970 shares outstanding.
                  What happened to International Paper Company’s price movement after its last earnings report?
                  International Paper Company reported an EPS of $0.15 in its last earnings report, beating expectations of $0.147. Following the earnings report the stock price went down -9.409%.
                    Which hedge fund is a major shareholder of International Paper Company?
                    Currently, no hedge funds are holding shares in IP
                    What is the TipRanks Smart Score and how is it calculated?
                    Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                      Company Description

                      International Paper Company

                      International Paper Company, established in 1898 and headquartered in Memphis, Tennessee, functions as a leading global packaging enterprise. Its extensive operational footprint spans the United States, Europe, the Middle East, Africa, the Pacific Rim, Asia, and various other regions across the Americas. The company's business activities are structured into two principal divisions: Industrial Packaging and Global Cellulose Fibers. The Industrial Packaging segment is dedicated to producing a diverse range of containerboards, which encompass linerboard, medium, whitetop, recycled linerboard, recycled medium, and saturating kraft. Concurrently, the Global Cellulose Fibers division supplies fluff, market, and specialized pulps. These pulps are integral components for a wide array of products, including absorbent hygiene items such as baby diapers, feminine care, and adult incontinence products, alongside other non-woven goods, and traditional tissue and paper products. Additionally, they find application in numerous non-absorbent sectors like textiles, filtration systems, building materials, paints and protective coatings, reinforced plastics, and various other industrial uses. International Paper distributes its products directly to ultimate consumers and converters, as well as through an established network of agents, resellers, and paper distributors.

                      International Paper Co (IP) Earnings & Revenues

                      IP Net sales Breakdown

                      64.21%64.21%35.76%0.03%
                      64.21% Packaging Solutions North America
                      35.76% Packaging Solutions EMEA
                      0.03% Corporate & Intersegment
                      tipranks

                      IP Stock 12 Month Forecast

                      Average Price Target

                      $42.67
                      ▲(14.91% Upside)
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