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

1,880 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
Stable Operating Cash FlowConsistent positive operating cash flow (~$2.6B TTM) provides durable liquidity to fund working capital, capital expenditure and debt reduction. This underpins operational resilience through cycles and gives management flexibility to invest in productivity and strategic moves without relying solely on equity markets.
North America Volume OutperformanceSustained NA box volume outperformance versus industry for multiple quarters signals durable share gains and customer preference. Higher volumes support better utilization, fixed-cost absorption and stronger negotiating leverage on pricing and mix, helping long-term margin recovery even in soft demand periods.
Targeted Capital Investment & Productivity GainsMeaningful capital redeployment and 7% productivity lift reflect a structural push to modernize mills and plants. Higher reliability and upgraded assets improve unit costs, lower outage risk and support durable margin expansion if sustained, while enabling differentiated specialty capabilities and long-term competitiveness.
Bears Say
Material Profitability DeteriorationA sizable TTM operating loss and ~-14% net margin represent a structural earnings shortfall that erodes retained capital and investor returns. Persistent negative profitability threatens dividend sustainability, investment programs and requires prolonged operational improvement to restore ROE and franchise health.
Unreliable Free Cash Flow ConversionWeak and inconsistent free cash flow conversion limits long-term financial flexibility to fund capex, acquisitions and debt reduction. Reliance on one-time items (tax refund, asset sale proceeds) to buoy cash generation increases execution risk if underlying operations don't sustainably convert EBITDA into recurring free cash.
EMEA Energy Exposure & Margin CompressionHigh energy exposure in EMEA and a 3–6 month lag in passing through higher input costs structurally compress margins and raise earnings volatility. Until pricing mechanisms or cost-outs permanently close the lag, EMEA profitability remains sensitive to commodity and utility swings, complicating medium-term recovery plans.

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 $20.54B.
      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 22 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 4.69%. 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 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

                      $40.00
                      ▲(7.73% Upside)
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