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

1,885 Followers

IP Stock Chart & Stats

$42.16
$0.25(0.59%)
At close: 4:00 PM EDT
$42.16
$0.25(0.59%)

Bulls Say, Bears Say

Bulls Say
North America Volume OutperformanceSustained box-volume outperformance versus peers shows structural commercial strength and market share gains in a core end market. Consistent volume advantage supports pricing leverage, plant throughput and long-term revenue resilience even if overall demand is flat.
Positive Operating Cash FlowMaterial positive operating cash flow indicates underlying business cash generation across cycles, enabling capex, working capital needs, and debt reduction. This durability supports funding modernization and strategic moves without sole reliance on external financing.
Targeted Capital Investment & Productivity GainsElevated, targeted capex and productivity programs improve mill reliability and unit economics over multiple years. Rebuilding assets and modernizing converting plants should raise capacity utilization, lower per-unit costs, and sustain margins as investments complete.
Bears Say
Profitability DeteriorationRecent sharp deterioration to negative operating profit and deeply negative ROE reflects structural earnings pressure. If persistent, this undermines return on invested capital, weakens reinvestment capacity, and raises risk that scale advantages won't translate into sustainable profits.
Weakened Free Cash Flow ConversionDeclining FCF conversion reduces the company's ability to self-fund capital, pay down debt, and return cash to shareholders. Reliance on one-offs or asset-sale proceeds to bolster liquidity increases execution risk if operational cash conversion does not recover sustainably.
Execution, Cost And Regional Margin PressuresMaterial transformation costs, energy volatility and reported EMEA margin lag expose execution and structural cost risks. Persistent execution shortfalls and region-specific input exposures can erode margins and delay the payback on modernization investments.

International Paper Co News

IP FAQ

What was International Paper Co’s price range in the past 12 months?
International Paper Co lowest stock price was $29.26 and its highest was $56.13 in the past 12 months.
    What is International Paper Co’s market cap?
    International Paper Co’s market cap is $22.46B.
      When is International Paper Co’s upcoming earnings report date?
      International Paper Co’s upcoming earnings report date is Jul 30, 2026 which is today.
        How were International Paper Co’s earnings last quarter?
        International Paper Co 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 Co overvalued?
          According to Wall Street analysts International Paper Co’s price is currently Undervalued. Get more investment ideas with TipRanks Premium
            Does International Paper Co pay dividends?
            International Paper Co pays a Quarterly dividend of $0.463 which represents an annual dividend yield of 4.2%. See more information on International Paper Co dividends here
              What is International Paper Co’s EPS estimate?
              International Paper Co’s EPS estimate is -0.04.
                How many shares outstanding does International Paper Co have?
                International Paper Co has 529,516,970 shares outstanding.
                  What happened to International Paper Co’s price movement after its last earnings report?
                  International Paper Co 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 Co?
                    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 Co

                      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 Company Deck

                      IP Earnings Call

                      Q1 2026
                      0:00 / 0:00
                      Earnings Call Sentiment|Neutral
                      The call presented a balanced picture: clear, measurable operational and strategic progress (volume outperformance, productivity gains, targeted investments, EMEA cost saves, strategic acquisition, and a defined path to H2 improvement) but also material near-term headwinds (revised guidance, weather impacts, higher-than-expected transformation costs, freight/energy inflation, and temporary margin compression in EMEA). Management articulated specific remediation steps and expects a significant step-up in the second half, but near-term results and cash generation were pressured.View all IP earnings summaries

                      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

                      $43.78
                      ▲(3.84% Upside)
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21,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 4, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 3</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":38.233,"date":1764547200000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 23,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 5, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 3</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":38.428,"date":1767225600000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 20,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 5, \t&nbsp;</span>\n  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