International Paper (IP) Stock Overview
Produces and sells renewable fiber-based packaging in North America, Latin America, Europe, South America, and North Africa. More details
| Snowflake Score | |
|---|---|
| Valuation | 5/6 |
| Future Growth | 3/6 |
| Past Performance | 0/6 |
| Financial Health | 4/6 |
| Dividends | 4/6 |
IP Community Fair Values
Create NarrativeSee what 41 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
International Paper Company Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | US$37.87 |
| 52 Week High | US$56.13 |
| 52 Week Low | US$29.26 |
| Beta | 0.90 |
| 1 Month Change | 4.76% |
| 3 Month Change | 1.99% |
| 1 Year Change | -25.61% |
| 3 Year Change | 19.80% |
| 5 Year Change | -34.55% |
| Change since IPO | 390.62% |
Recent News & Updates
Narrative Update • Jul 15
IP: Network Optimization And Cost Actions Will Support Future Upside Potential
Analysts have lifted the fair value estimate for International Paper from $45.00 to about $48.70, citing adjusted expectations for revenue growth, profit margins, and future P/E multiples, along with mixed Street views that include recent target increases from Citi and Wells Fargo and a downgrade to Neutral with a $41.00 target from BofA. Analyst Commentary Recent commentary on International Paper shows a split view, with some firms turning more cautious while others see room for the stock to perform better as fundamentals evolve.Seeking Alpha • Jul 13
International Paper: Out Since Early 2025, And Lowering PT (Rating Downgrade)
Summary I updated my thesis on International Paper after selling my position post-$55-$56/share target breach in 2025. IP's performance has been cyclical, with notable up and down swings since my last coverage. My investment approach in paper, forestry, and packaging is informed by deep sector experience, particularly in European markets. IP exemplifies the inherent cyclicality of the paper and packaging sector, impacting timing for investment and exit. Read the full article on Seeking AlphaRecent updates
Narrative Update • Jul 15
IP: Network Optimization And Cost Actions Will Support Future Upside Potential
Analysts have lifted the fair value estimate for International Paper from $45.00 to about $48.70, citing adjusted expectations for revenue growth, profit margins, and future P/E multiples, along with mixed Street views that include recent target increases from Citi and Wells Fargo and a downgrade to Neutral with a $41.00 target from BofA. Analyst Commentary Recent commentary on International Paper shows a split view, with some firms turning more cautious while others see room for the stock to perform better as fundamentals evolve.Seeking Alpha • Jul 13
International Paper: Out Since Early 2025, And Lowering PT (Rating Downgrade)
Summary I updated my thesis on International Paper after selling my position post-$55-$56/share target breach in 2025. IP's performance has been cyclical, with notable up and down swings since my last coverage. My investment approach in paper, forestry, and packaging is informed by deep sector experience, particularly in European markets. IP exemplifies the inherent cyclicality of the paper and packaging sector, impacting timing for investment and exit. Read the full article on Seeking AlphaNarrative Update • Jul 01
IP: Cost Restructuring And Margin Improvement Will Support Future Upside Potential
The analyst price target for International Paper has been reduced from $48 to $45. Analysts cite more measured assumptions for revenue growth and valuation multiples, partly offset by firmer margin expectations and a lower discount rate in their updated models.
Narrative Update • Jun 17
IP: Packaging Expansion And Mixed Sector Backdrop Will Shape Turnaround Prospects
International Paper's updated analyst price target has been trimmed by several firms in recent weeks. Cuts of $3 to $8 reflect analyst views that recent earnings and sector data warrant slightly more conservative expectations, while still recognizing the company's upgraded ratings from some research houses.Analysis Article • Jun 17
International Paper (IP) Stock Could Be 8.2% Undervalued Despite Rising Financial Risk
Why International Paper (IP) is Back in Focus International Paper (IP) has come under renewed scrutiny after reports of weaker financial metrics, including softer revenue and EBITDA, tighter interest coverage, and a lower Altman Z-Score that together suggest higher financial risk. See our latest analysis for International Paper. Despite recent concerns about weakening financial strength, International Paper's share price has climbed 19.46% over the past month and 5.95% over the past week,...Narrative Update • Jun 03
IP: European Containerboard Pricing And New Packaging Projects Will Support Turnaround
Analysts have reduced the implied fair value for International Paper from $46.47 to about $39.36, reflecting a series of lower Street price targets following recent quarterly results and updated views on revenue growth, profitability, and future P/E assumptions. Analyst Commentary Recent Street research on International Paper shows a mix of cautious and constructive views, with multiple firms adjusting ratings and price targets following the latest quarterly print and sector datapoints.
Narrative Update • May 16
IP: Containerboard Pricing Reset And Mississippi Expansion Will Shape Fairly Valued Outlook
Analysts have trimmed the implied fair value for International Paper to $32.00 from $38.00, as a series of lower Street price targets offsets slightly stronger revenue growth and profit margin assumptions, along with a reduced future P/E multiple and a modestly lower discount rate. Analyst Commentary Recent Street research on International Paper has leaned cautious, with several bearish analysts trimming price targets even as a few upgrades have surfaced.Narrative Update • Apr 27
IP: European Containerboard Price Increases Will Support Future Margin Upside
Analysts have trimmed International Paper's implied fair value estimate from $57.80 to $48.00, reflecting reduced P/E assumptions and a higher discount rate, even as they point to slightly stronger revenue growth and profit margin expectations supported by recent Street research on containerboard pricing and industry demand trends. Analyst Commentary Recent Street research on International Paper has featured a mix of price target revisions and rating changes, but there are several clear positive threads that bullish analysts continue to highlight.Narrative Update • Apr 13
IP: Containerboard Pricing Shifts And Planned Split Will Shape Turnaround Path
Analysts have reduced the International Paper fair value estimate from $40.00 to $38.00, reflecting a series of recent price target cuts and more cautious views on containerboard pricing, even as forecasts for revenue growth and profit margins remain supported by selective positive commentary on European price moves. Analyst Commentary Recent Street research around International Paper has turned more guarded, with several bearish analysts trimming price targets and reassessing the risk profile around containerboard pricing, capital allocation, and execution on planned initiatives.Narrative Update • Mar 30
IP: European Containerboard Price Increases Will Support Turnaround Execution
The updated analyst price target for International Paper edges down by $0.40 to $46.47, as analysts balance recent conflicting signals in containerboard pricing with supportive commentary around European price increases and ongoing research coverage across the sector. Analyst Commentary Recent research on International Paper highlights a mixed picture, with bullish analysts pointing to supportive price actions in Europe and ongoing coverage, while more cautious voices focus on near term pricing pressure in U.S. containerboard and execution risks around the company’s transformation efforts.Narrative Update • Mar 16
IP: Earnings Will Benefit From European Containerboard Price Increases And Turnaround Execution
The analyst price target for International Paper has moved slightly lower to $46.87. Analysts point to mixed containerboard pricing signals, modestly higher revenue growth assumptions, a lower profit margin outlook, and a higher future P/E multiple to support the updated view.Narrative Update • Mar 02
IP: Linerboard Pricing And Planned Split Will Shape Turnaround Execution
Analysts have made a modest upward adjustment to their International Paper price targets, generally nudging estimates by around $1 as they balance the recent $20 per ton linerboard price decline and sluggish demand with expectations that disciplined supply management and potential price increases could support slightly better margins and revenue. Analyst Commentary Recent research on International Paper reflects a mixed backdrop, with a clear split between cautious and more constructive voices.Narrative Update • Feb 16
IP: Planned Split And Sector Pricing Risks Will Pressure Execution
Analysts made a modest upward adjustment to their consolidated price target on International Paper, with changes generally within a $1 range. This reflects mixed views that balance slightly stronger long term margin and growth assumptions against recent rating shifts and updated expectations for sector pricing and the planned company split.Analysis Article • Feb 15
International Paper's (NYSE:IP) Dividend Will Be $0.4625
The board of International Paper Company ( NYSE:IP ) has announced that it will pay a dividend of $0.4625 per share on...Narrative Update • Feb 02
IP: Future Corporate Split And Plant Closures Will Shape Execution Risks
Our updated analyst price target for International Paper moves to US$40.00 from US$42.10, as analysts factor in more conservative assumptions on revenue growth and profit margins, while still recognizing support from recent target moves and rating changes across the Street. Analyst Commentary Recent Street research on International Paper reflects a mix of support and caution, with several firms revisiting their price targets and ratings as they reassess execution risks, industry conditions, and the impact of the planned split on near term visibility.Narrative Update • Jan 19
IP: Supply Discipline And 80/20 Turnaround Will Support Future Margin Upside
Narrative Update on International Paper Analysts have modestly reset their expectations for International Paper, with a blended Street price target moving into the mid US$40s to low US$50s range as they factor in mixed views on near term packaging volumes, disciplined supply management supporting containerboard pricing, and execution risks around the company’s 80/20 turnaround and ongoing transformation. Analyst Commentary Recent research updates on International Paper show a cluster of price targets in the low to mid US$40s up to just above US$50.Narrative Update • Jan 04
IP: Earnings Will Improve As $1.5B Asset Sale Drives Portfolio Reset
Analysts have modestly reduced their price target on International Paper by about $0.70 per share, reflecting slightly lower fair value and growth assumptions, while still acknowledging strategic portfolio actions and a potential inflection in margins and profits. Analyst Commentary Recent Street research on International Paper reflects a mixed but generally constructive outlook, with some analysts highlighting improving strategic execution and others cautioning that expectations still embed meaningful risk.Narrative Update • Dec 18
IP: Portfolio Refocus And Facility Closures Will Drive Margin Upside
Analysts have trimmed their fair value estimate for International Paper from $63.00 to $57.80 per share. More cautious revenue growth assumptions are offset only partly by improved margin expectations and a lower projected valuation multiple, even as recent research highlights both tangible portfolio actions and lingering skepticism on the pace of the turnaround.Narrative Update • Dec 04
IP: Earnings Will Strengthen As $1.5B Portfolio Sale And Closures Progress
Analysts nudged our fair value estimate for International Paper higher by about $1 to approximately $48 as they balance emerging evidence of profit and margin improvement from strategic portfolio actions against lingering skepticism over the pace and durability of demand and pricing recovery. Analyst Commentary Bullish analysts view International Paper as moving closer to a strategic inflection point, with portfolio simplification and cost actions beginning to support a more durable improvement in earnings power.Narrative Update • Nov 19
IP: Profitability Will Advance As $1.5B Asset Sale Nears Completion
International Paper's analyst price targets have seen both upgrades and reductions recently, with changes ranging roughly from a $1 increase to a $5 decrease. Analysts cite improving profitability initiatives alongside mixed expectations for future growth and operational execution.Narrative Update • Nov 05
IP: Margin Recovery Will Accelerate As $1.5B Divestiture Nears Completion
International Paper’s analyst price target has been revised down from $52.20 to $47.16, as analysts adjust expectations in response to slower forecasted revenue growth and ongoing operational challenges. Analyst Commentary Recent research on International Paper reflects a mix of optimism and caution as analysts assess the company’s ongoing transformation and its operating outlook.Narrative Update • Oct 22
Analysts Weigh Optimism and Concerns as International Paper Faces Strategic Shifts and Valuation Changes
International Paper's analyst price target has edged lower from $53.35 to $52.20, as analysts cite more measured revenue growth expectations and the need for successful execution of strategic initiatives to support sustained profitability. Analyst Commentary Recent Street research presents a mix of cautious optimism and ongoing concerns regarding International Paper's strategy, valuations, and future growth trajectory.Analysis Article • Oct 18
International Paper's (NYSE:IP) Dividend Will Be $0.4625
The board of International Paper Company ( NYSE:IP ) has announced that it will pay a dividend of $0.4625 per share on...Narrative Update • Oct 08
Sustainable Packaging And Automation Will Reshape Global Markets
International Paper's analyst price target has shifted downward, moving from $54.33 to $53.35 per share. Analysts point to more moderate revenue growth expectations and a cautious outlook on near-term demand and execution risks.Seeking Alpha • Mar 27
International Paper's Investor Day Causes Justified Optimism
Summary International Paper's stock surged over 6% after a bullish investor day, adding to a strong year with shares up nearly 38%. The DS Smith acquisition transformed IP's geographic and business mix, reducing cyclicality and creating significant cost-cutting opportunities across its expanded European footprint. IP forecasts up to $6 billion of EBITDA and $2 billion of free cash flow by 2027, driven by synergies and market growth. Despite near-term caution, IP's ongoing transformation and cost actions position it for substantial long-term value creation, supporting a continued "buy" rating. Read the full article on Seeking AlphaSeeking Alpha • Feb 14
International Paper: Working To Grow Sustainable Packaging With Strategic Investments
Summary International Paper's acquisition of DS Smith strengthens its global footprint, despite a 2.3% Q4 revenue decline, leading me to rate the stock as a hold. The merger, valued at $9.9 billion, will create significant synergies, forecasted at $514 million annually by 2029, enhancing IP's market presence. IP's forward P/E ratio of 22.35X suggests slight overvaluation, but the DS Smith acquisition is expected to drive revenue growth and operational efficiencies. Cost management remains a challenge, but the strategic acquisition and anticipated product price changes could unlock additional shareholder value in 2025. Read the full article on Seeking AlphaSeeking Alpha • Nov 29
International Paper: Self-Help And An Improving Market Enable Further Upside
Summary International Paper has gained over 70% in the past year, driven by strategic alternatives and operational improvements, warranting a revisit of my stock outlook. Despite a decline in EPS last quarter, IP's investments in productivity and streamlining operations are expected to yield significant benefits by 2025 and 2026. The DS Smith acquisition and potential sale of the GCF business could enhance IP's global presence and enable substantial capital returns. With improving market conditions, synergies, and productivity actions, IP is positioned for a ~14% potential return over the next year, making it a buy. Read the full article on Seeking AlphaSeeking Alpha • Sep 17
International Paper Stock: Not Trading On Fundamentals
Summary International Paper Company's recent share price surge is driven by takeover speculation, not fundamentals, making it an unattractive investment currently. Financial performance has been lackluster with unimpressive revenue growth and tight margins, despite a temporary tax benefit boosting the bottom line. The company's high debt and modest interest coverage ratio add financial risk. The takeover drama adds volatility, and without clear efficiency improvements, I remain cautious and on the sidelines. Read the full article on Seeking Alpha
New Narrative • Aug 21
Decisive Shifts And Operational Optimizations Set To Revitalize Profitability And Market Share
Implementing an 80/20 operating system and focusing on profitable growth is anticipated to significantly boost profitability and earnings.Shareholder Returns
| IP | US Packaging | US Market | |
|---|---|---|---|
| 7D | 1.9% | 1.8% | 0.8% |
| 1Y | -25.6% | -7.9% | 20.5% |
Return vs Industry: IP underperformed the US Packaging industry which returned -7.9% over the past year.
Return vs Market: IP underperformed the US Market which returned 20.5% over the past year.
Price Volatility
| IP volatility | |
|---|---|
| IP Average Weekly Movement | 6.8% |
| Packaging Industry Average Movement | 6.4% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.6% |
| 10% least volatile stocks in US Market | 3.2% |
Stable Share Price: IP has not had significant price volatility in the past 3 months compared to the US market.
Volatility Over Time: IP's weekly volatility (7%) has been stable over the past year.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 1898 | 62,602 | Andy Silvernail | www.internationalpaper.com |
International Paper Company produces and sells renewable fiber-based packaging in North America, Latin America, Europe, South America, and North Africa. It operates through two segments, Packaging Solutions North America and Packaging Solutions EMEA. The company offers linerboard, medium, whitetop, and saturating kraft; and converts containerboard into corrugated boxes, bulk bins, shipping containers and specialty packaging through its converting facilities.
International Paper Company Fundamentals Summary
| IP fundamental statistics | |
|---|---|
| Market cap | US$19.45b |
| Earnings (TTM) | -US$2.64b |
| Revenue (TTM) | US$24.34b |
0.8x
P/S Ratio-7.6x
P/E RatioIs IP overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| IP income statement (TTM) | |
|---|---|
| Revenue | US$24.34b |
| Cost of Revenue | US$17.12b |
| Gross Profit | US$7.23b |
| Other Expenses | US$9.86b |
| Earnings | -US$2.64b |
Last Reported Earnings
Mar 31, 2026
Next Earnings Date
Jul 30, 2026
| Earnings per share (EPS) | -4.98 |
| Gross Margin | 29.69% |
| Net Profit Margin | -10.84% |
| Debt/Equity Ratio | 60.9% |
How did IP perform over the long term?
See historical performance and comparisonDividends
4.9%
Current Dividend Yield-37%
Payout RatioCompany Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/07/16 21:33 |
| End of Day Share Price | 2026/07/16 00:00 |
| Earnings | 2026/03/31 |
| Annual Earnings | 2025/12/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
| |
| Analyst Consensus Estimates | +3 years |
|
|
| Market Prices | 30 years |
| |
| Ownership | 10 years |
| |
| Management | 10 years |
| |
| Key Developments | 10 years |
|
* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.
Learn about the world class team who designed and built the Simply Wall St analysis model.
Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
International Paper Company is covered by 26 analysts. 11 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| David Coleman | Argus Research Company |
| Peter Ruschmeier | Barclays |
| Stephen Atkinson | BMO Capital Markets Equity Research |