Zacks Research Has Positive Estimate for IP Q1 Earnings

International Paper (NYSE:IP) – Equities research analysts at Zacks Research increased their Q1 2025 earnings per share (EPS) estimates for shares of International Paper in a research note issued on Wednesday, January 15th. Zacks Research analyst M. Das now anticipates that the basic materials company will post earnings per share of $0.34 for the quarter, up from their previous estimate of $0.33. The consensus estimate for International Paper’s current full-year earnings is $1.18 per share. Zacks Research also issued estimates for International Paper’s Q2 2025 earnings at $0.67 EPS, FY2025 earnings at $2.74 EPS, Q1 2026 earnings at $0.58 EPS, Q2 2026 earnings at $0.81 EPS, Q3 2026 earnings at $0.97 EPS, Q4 2026 earnings at $1.00 EPS and FY2026 earnings at $3.35 EPS.

A number of other equities research analysts also recently issued reports on IP. Royal Bank of Canada boosted their target price on shares of International Paper from $56.00 to $64.00 and gave the company an “outperform” rating in a report on Friday, November 1st. Truist Financial lifted their target price on International Paper from $61.00 to $65.00 and gave the stock a “buy” rating in a research report on Monday, January 6th. Finally, BNP Paribas lowered shares of International Paper from a “neutral” rating to an “underperform” rating and set a $48.20 price objective for the company. in a report on Wednesday, November 13th. One analyst has rated the stock with a sell rating, two have issued a hold rating, six have assigned a buy rating and one has assigned a strong buy rating to the stock. According to data from MarketBeat, International Paper has a consensus rating of “Moderate Buy” and an average price target of $51.99.

International Paper Stock Performance

NYSE:IP opened at $56.34 on Friday. International Paper has a 1-year low of $32.70 and a 1-year high of $60.36. The firm has a market cap of $19.57 billion, a PE ratio of 48.15 and a beta of 1.03. The firm has a 50 day simple moving average of $56.06 and a 200-day simple moving average of $50.46. The company has a debt-to-equity ratio of 0.62, a current ratio of 1.53 and a quick ratio of 1.11.

International Paper (NYSE:IP) last issued its earnings results on Thursday, October 31st. The basic materials company reported $0.44 earnings per share for the quarter, topping the consensus estimate of $0.24 by $0.20. International Paper had a net margin of 2.25% and a return on equity of 6.49%. The company had revenue of $4.69 billion for the quarter, compared to analyst estimates of $4.70 billion. During the same period in the prior year, the business posted $0.64 earnings per share. The firm’s revenue for the quarter was up 1.6% compared to the same quarter last year.

Institutional Inflows and Outflows

Several large investors have recently bought and sold shares of IP. FMR LLC boosted its stake in shares of International Paper by 88.4% during the 3rd quarter. FMR LLC now owns 17,839,237 shares of the basic materials company’s stock worth $871,447,000 after acquiring an additional 8,370,273 shares in the last quarter. Geode Capital Management LLC increased its stake in shares of International Paper by 1.2% in the third quarter. Geode Capital Management LLC now owns 8,368,401 shares of the basic materials company’s stock worth $407,463,000 after acquiring an additional 99,720 shares during the last quarter. Diamond Hill Capital Management Inc. increased its position in International Paper by 125.1% in the 3rd quarter. Diamond Hill Capital Management Inc. now owns 4,235,846 shares of the basic materials company’s stock worth $206,921,000 after purchasing an additional 2,354,341 shares during the last quarter. Charles Schwab Investment Management Inc. lifted its stake in International Paper by 0.3% in the third quarter. Charles Schwab Investment Management Inc. now owns 3,579,679 shares of the basic materials company’s stock valued at $174,867,000 after acquiring an additional 9,774 shares during the last quarter. Finally, Massachusetts Financial Services Co. MA boosted its holdings in International Paper by 19.5% in the third quarter. Massachusetts Financial Services Co. MA now owns 3,295,926 shares of the basic materials company’s stock worth $161,006,000 after purchasing an additional 537,825 shares in the last quarter. Institutional investors own 81.95% of the company’s stock.

Insider Activity

In related news, Director Kathryn D. Sullivan sold 600 shares of the firm’s stock in a transaction that occurred on Friday, November 15th. The shares were sold at an average price of $56.19, for a total transaction of $33,714.00. Following the transaction, the director now owns 37,745 shares in the company, valued at $2,120,891.55. This trade represents a 1.56 % decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Over the last 90 days, insiders have sold 1,800 shares of company stock valued at $100,848. Insiders own 0.55% of the company’s stock.

About International Paper

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.