Americké akciové trhy rostou díky naději na obnovení rozhovorů mezi USA a Íránem a zmírnění napětí na Blízkém východě.
Širší index S&P 500 posiluje o 0,41 % na 7438,47 bodu a index Dow Jones si připisuje 0,56 % na 52002,68 bodu. Technologie však mírně zaostávají, technologický Nasdaq Composite odepisuje 0,07 % na 25120,91 bodu. Pozitivní náladu na trhu podporuje také úspěšný start výsledkové sezóny, v níž většina firem překonává očekávání ziskovosti.
V rámci jednotlivých odvětví indexu S&P 500 vykazují nejsilnější růst reality o 2,6 %, následované základními materiály s nárůstem o 1,2 % a nezbytnou spotřebou, která si připisuje 0,8 %. Na druhé straně zaznamenávají jen mírné zisky zbytná spotřeba, informační technologie i utility, které shodně přidávají 0,1 %.
Mezi nejsilnější individuální akcie se řadí Digital Realty Trust (DLR) s prudkým růstem o 14 %. Výrazně posiluje také SLB (SLB) o 10 %, Smurfit Westrock (SW) o 7,9 %, Equinix (EQIX) o 6,3 % a International Paper (IP), která si připisuje 6,2 %. Na opačné straně trhu po výprodejích v technologickém a dodavatelském sektoru klesá Coherent Corp (COHR) o 7,8 %. Nedaří se ani firmám Sandisk Corp (SNDK) a CH Robinson Worldwide (CHRW), které shodně odepisují 7,5 %, Lumentum Holdings (LITE) s poklesem o 6,9 % a Robinhood Markets (HOOD), jež oslabuje o 6,1 %.
Zprávy o možném uklidnění situace na Blízkém východě tlačí dolů ceny energií. Severoamerická lehká ropa WTI klesá o 4,2 % na 88,31 dolaru za barel. Spotové zlato naopak mírně posiluje o 0,4 % na 4064,95 dolaru za unci. Americký dolar vykazuje stabilní vývoj, když k euru zůstává téměř bez změny na 1,1379 dolaru, britská libra mírně roste o 0,1 % na 1,3333 dolaru a japonský jen drží úroveň 163,76 jenu za dolar. Pokles cen ropy zmírňuje obavy z inflace, což vede ke poklesu výnosů desetiletých amerických vládních dluhopisů o tři bazické body na 4,66 %. Bitcoin reaguje na celkový vývoj poklesem o 1,9 % na 63850,84 dolaru.
Index Dow Jones +0,56 % na 52002,68 b.
S&P 500 +0,41 % na 7438,47 b.
Nasdaq Composite -0,07 % na 25120,91 b.
Index S&P 500 +0,41 % na 7438,47 b. Nejsilnější sektory S&P Změna Nejslabší sektory S&P Změna Reality +2,6 % Zbytná spotřeba +0,1 % Základní materiály +1,2 % Informační technologie +0,1 % Nezbytná spotřeba +0,8 % Utility +0,1 % Nejsilnější akcie S&P Změna Nejslabší akcie S&P Změna Digital Realty Trust (DLR) +14 % Coherent Corp (COHR) -7,8 % SLB (SLB) +10 % Sandisk Corp (SNDK) -7,5 % Smurfit Westrock (SW) +7,9 % CH Robinson Worldwide (CHRW) -7,5 % Equinix (EQIX) +6,3 % Lumentum Holdings (LITE) -6,9 % International Paper (IP) +6,2 % Robinhood Markets (HOOD) -6,1 %
Daniel Marván, Fio banka, a.s.
Allspring Global Investments Holdings LLC lessened its holdings in shares of International Paper Company (NYSE:IP – Free Report) by 62.5% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 324,716 shares of the basic materials company’s stock after selling 540,570 shares during the period. Allspring Global Investments Holdings LLC owned approximately 0.06% of International Paper worth $11,579,000 at the end of the most recent quarter.
Several other institutional investors and hedge funds have also modified their holdings of the business. Vanguard Group Inc. lifted its stake in International Paper by 0.5% in the fourth quarter. Vanguard Group Inc. now owns 64,357,913 shares of the basic materials company’s stock valued at $2,535,058,000 after buying an additional 310,834 shares in the last quarter. Capital International Investors increased its holdings in International Paper by 29.4% during the 4th quarter. Capital International Investors now owns 63,413,335 shares of the basic materials company’s stock worth $2,498,013,000 after purchasing an additional 14,422,616 shares in the last quarter. Capital Research Global Investors raised its stake in shares of International Paper by 0.4% in the 4th quarter. Capital Research Global Investors now owns 54,535,444 shares of the basic materials company’s stock valued at $2,148,154,000 after purchasing an additional 204,654 shares during the period. State Street Corp raised its stake in shares of International Paper by 1.3% in the 4th quarter. State Street Corp now owns 30,009,733 shares of the basic materials company’s stock valued at $1,182,083,000 after purchasing an additional 397,673 shares during the period. Finally, Franklin Resources Inc. lifted its holdings in shares of International Paper by 81.6% in the fourth quarter. Franklin Resources Inc. now owns 14,832,952 shares of the basic materials company’s stock valued at $584,270,000 after purchasing an additional 6,663,986 shares in the last quarter. 81.95% of the stock is currently owned by institutional investors and hedge funds.
International Paper Trading Up 4.8% Shares of International Paper stock opened at $38.10 on Thursday. International Paper Company has a 12-month low of $29.26 and a 12-month high of $56.13. The company has a market capitalization of $20.17 billion, a price-to-earnings ratio of -5.99 and a beta of 0.94. The company has a quick ratio of 0.94, a current ratio of 1.21 and a debt-to-equity ratio of 0.55. The firm’s 50-day moving average price is $35.31 and its two-hundred day moving average price is $37.98.
International Paper (NYSE:IP – Get Free Report) last released its earnings results on Thursday, April 30th. The basic materials company reported $0.15 earnings per share for the quarter, missing the consensus estimate of $0.18 by ($0.03). International Paper had a negative return on equity of 0.49% and a negative net margin of 13.42%.The business had revenue of $5.97 billion for the quarter, compared to the consensus estimate of $6.02 billion. During the same quarter in the previous year, the company earned $0.17 earnings per share. The firm’s revenue for the quarter was up 13.4% on a year-over-year basis. On average, analysts forecast that International Paper Company will post 1.39 earnings per share for the current fiscal year.
International Paper Announces Dividend The business also recently declared a quarterly dividend, which will be paid on Tuesday, September 15th. Stockholders of record on Friday, August 14th will be paid a $0.4625 dividend. This represents a $1.85 dividend on an annualized basis and a dividend yield of 4.9%. The ex-dividend date is Friday, August 14th. International Paper’s dividend payout ratio (DPR) is presently -29.09%.
Analyst Ratings Changes Several equities research analysts have commented on the company. JPMorgan Chase & Co. boosted their target price on International Paper from $43.00 to $51.00 and gave the company a “neutral” rating in a research note on Thursday, July 9th. Wells Fargo & Company raised their price target on shares of International Paper from $39.00 to $42.00 and gave the stock an “overweight” rating in a research note on Thursday, July 9th. Seaport Research Partners upgraded shares of International Paper from a “neutral” rating to a “buy” rating and set a $39.00 price objective on the stock in a report on Friday, May 1st. Citigroup increased their target price on shares of International Paper from $36.00 to $43.00 and gave the stock a “buy” rating in a report on Thursday, July 9th. Finally, UBS Group cut their price objective on International Paper from $40.00 to $32.00 and set a “neutral” rating for the company in a report on Monday, May 4th. Eight equities research analysts have rated the stock with a Buy rating, five have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, International Paper has an average rating of “Moderate Buy” and a consensus price target of $44.31.
View Our Latest Analysis on International Paper
Insider Buying and Selling at International Paper In related news, Director Scott Tozier purchased 10,000 shares of the firm’s stock in a transaction that occurred on Friday, May 1st. The shares were bought at an average cost of $31.30 per share, with a total value of $313,000.00. Following the acquisition, the director owned 10,025 shares of the company’s stock, valued at $313,782.50. This trade represents a 40,000.00% increase in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this hyperlink. Insiders own 0.21% of the company’s stock.
International Paper Company Profile (Free Report)
International Paper is a global producer of renewable fiber-based products, focused primarily on pulp, paper, and packaging. The company manufactures containerboard and corrugated packaging used for shipping and retail display, as well as a range of specialty papers and pulp products that serve industrial, consumer goods, and e-commerce customers. Its product portfolio is oriented toward large-scale packaging solutions, tissue and paper grades, and raw pulp for a variety of manufacturing uses.
Founded in 1898, International Paper is headquartered in Memphis, Tennessee, and is one of the largest and longest-established companies in the forest products sector.
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California Public Employees Retirement System lifted its holdings in shares of International Paper Company (NYSE:IP – Free Report) by 17.3% during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 833,401 shares of the basic materials company’s stock after buying an additional 123,127 shares during the period. California Public Employees Retirement System owned approximately 0.16% of International Paper worth $29,752,000 at the end of the most recent reporting period.
Several other large investors also recently bought and sold shares of the business. McIlrath & Eck LLC lifted its stake in International Paper by 452.6% during the 4th quarter. McIlrath & Eck LLC now owns 641 shares of the basic materials company’s stock valued at $25,000 after acquiring an additional 525 shares during the period. MV Capital Management Inc. bought a new stake in shares of International Paper in the fourth quarter worth approximately $25,000. Ascentis Independent Advisors bought a new stake in shares of International Paper in the first quarter worth approximately $28,000. DV Equities LLC purchased a new position in shares of International Paper during the fourth quarter valued at approximately $29,000. Finally, Sound Income Strategies LLC raised its holdings in shares of International Paper by 94.0% during the fourth quarter. Sound Income Strategies LLC now owns 710 shares of the basic materials company’s stock valued at $31,000 after purchasing an additional 344 shares during the last quarter. 81.95% of the stock is currently owned by institutional investors.
Analyst Ratings Changes Several brokerages recently issued reports on IP. BNP Paribas Exane dropped their target price on shares of International Paper from $44.00 to $42.00 and set an “outperform” rating on the stock in a report on Wednesday, March 25th. JPMorgan Chase & Co. lifted their target price on shares of International Paper from $43.00 to $51.00 and gave the stock a “neutral” rating in a research report on Thursday, July 9th. Truist Financial boosted their target price on shares of International Paper from $40.00 to $46.00 and gave the company a “buy” rating in a research note on Wednesday, July 15th. Seaport Research Partners raised International Paper from a “neutral” rating to a “buy” rating and set a $39.00 price target on the stock in a report on Friday, May 1st. Finally, Citigroup raised their price target on International Paper from $36.00 to $43.00 and gave the stock a “buy” rating in a research note on Thursday, July 9th. Eight investment analysts have rated the stock with a Buy rating, five have given a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $44.31.
Check Out Our Latest Stock Report on IP
International Paper Price Performance Shares of NYSE:IP opened at $36.36 on Wednesday. The company has a quick ratio of 0.94, a current ratio of 1.21 and a debt-to-equity ratio of 0.55. The stock has a market capitalization of $19.25 billion, a PE ratio of -5.72 and a beta of 0.94. The firm’s 50 day moving average price is $35.19 and its 200-day moving average price is $37.98. International Paper Company has a twelve month low of $29.26 and a twelve month high of $56.13.
International Paper (NYSE:IP – Get Free Report) last announced its earnings results on Thursday, April 30th. The basic materials company reported $0.15 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.18 by ($0.03). International Paper had a negative net margin of 13.42% and a negative return on equity of 0.49%. The business had revenue of $5.97 billion for the quarter, compared to the consensus estimate of $6.02 billion. During the same quarter last year, the firm posted $0.17 earnings per share. The business’s quarterly revenue was up 13.4% compared to the same quarter last year. Equities research analysts expect that International Paper Company will post 1.39 EPS for the current year.
International Paper Announces Dividend The firm also recently declared a quarterly dividend, which will be paid on Tuesday, September 15th. Stockholders of record on Friday, August 14th will be paid a dividend of $0.4625 per share. This represents a $1.85 annualized dividend and a dividend yield of 5.1%. The ex-dividend date is Friday, August 14th. International Paper’s dividend payout ratio (DPR) is currently -29.09%.
Insider Activity In other International Paper news, Director Scott Tozier acquired 10,000 shares of the business’s stock in a transaction dated Friday, May 1st. The stock was purchased at an average price of $31.30 per share, with a total value of $313,000.00. Following the transaction, the director directly owned 10,025 shares in the company, valued at approximately $313,782.50. The trade was a 40,000.00% increase in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. 0.21% of the stock is currently owned by insiders.
About International Paper (Free Report)
International Paper is a global producer of renewable fiber-based products, focused primarily on pulp, paper, and packaging. The company manufactures containerboard and corrugated packaging used for shipping and retail display, as well as a range of specialty papers and pulp products that serve industrial, consumer goods, and e-commerce customers. Its product portfolio is oriented toward large-scale packaging solutions, tissue and paper grades, and raw pulp for a variety of manufacturing uses.
Founded in 1898, International Paper is headquartered in Memphis, Tennessee, and is one of the largest and longest-established companies in the forest products sector.
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Katherine Collins and Lori J. Ryerkerk to Join as Newest Board Members
Directors Dr. Kathryn Sullivan and Ahmet C. Dorduncu to Retire from Board at Year-End
, /PRNewswire/ -- International Paper (NYSE: IP; LSE: IPC) is pleased to announce that Katherine Collins and Lori J. Ryerkerk have been appointed to the company's Board of Directors, effective October 1, 2026.
Katherine Collins is an investment leader with more than three decades of experience in asset management, sustainable investing, research leadership and nonprofit governance. She most recently served as the first Head of Sustainable Investing at Putnam Investments, where she built the firm's sustainable investment platform into a top 10 U.S. sustainable asset manager with more than $10 billion in assets. Earlier in her career, she held senior investment roles at Fidelity, including leading equity research for more than $500 billion in U.S. equity mutual fund assets and managing multi-billion-dollar portfolios. She is also the founder and CEO of Honeybee Capital Foundation, author of The Nature of Investing, a CFA charterholder and an active nonprofit board leader. Collins holds a master's degree in theological studies from Harvard Divinity School and a bachelor's degree with honors in economics and Japanese studies from Wellesley College.
Lori J. Ryerkerk is an executive and board leader with more than four decades of experience across the global energy, chemicals and specialty materials sectors. She most recently served as Chairman, President and CEO of Celanese Corporation, where she led the company through significant transformation, including the $11 billion acquisition of DuPont's Mobility & Materials business and major sustainability initiatives. Earlier in her career, she held senior global manufacturing and operations leadership roles at Shell, Hess and ExxonMobil, with responsibility for refining, chemical manufacturing, safety, operational performance and downstream strategy. She currently serves on the boards of Norfolk Southern, Cencora and Eaton and holds a Bachelor of Science in Chemical Engineering from Iowa State University.
IP CEO and Chairman of the Board Andy Silvernail said, "Lori and Katherine each bring exceptional leadership experience and a proven ability to help guide organizations through complexity and change. Lori brings deep operational expertise and public company leadership experience, while Katherine brings a distinguished investment background and thoughtful governance perspective. The strategic insight and experience they each offer will strengthen our Board and support the company's continued transformation."
In addition, two directors plan to retire from serving on IP's board of directors at the end of 2026: Dr. Kathryn Sullivan, who has served on the IP board since 2017, and Ahmet Dorduncu, who has served on the IP board since 2011.
Silvernail shared, "I would also like to thank Kathy and Ahmet for their service and the many contributions they have made to International Paper throughout their time on our Board and wish them all the best in their future endeavors."
About International Paper (NYSE: IP; LSE: IPC)
International Paper creates sustainable packaging solutions that enable our customers, teammates and shareowners to thrive in an ever-changing world. We are a leader in corrugated packaging, partnering with customers across industries to protect what matters most, strengthen supply chains and create lasting value. Learn more at internationalpaper.com.
During times of turbulence and uncertainty in the markets, many investors turn to dividend-yielding stocks. These are often companies that have high free cash flows and reward shareholders with a high dividend payout.
Below are the ratings of the most accurate analysts for three high-yielding stocks in the materials sector.
Anglogold Ashanti PLC (NYSE:AU)International Paper Co (NYSE:IP)Amcor PLC (NYSE:AMCR)Photo via Shutterstock
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Action reflects continued efforts to strengthen the company's North America packaging network
, /PRNewswire/ -- International Paper (NYSE: IP; LSE: IPC), a leader in sustainable packaging, today announced it will close its Carrollton South packaging facility located in Carrolton, Texas by the end of the third quarter of 2026. The decision is part of the company's ongoing work to align its manufacturing footprint with customer demand and strengthen the long-term competitiveness of its North America packaging business.
International Paper regularly evaluates its network to ensure resources are allocated to deliver the greatest value to customers. This action is consistent with that disciplined, long-term strategy.
"Decisions that affect our people and our communities are never made lightly. We're committed to supporting our Carrollton South team members throughout this transition," said Keith Townsend, Group Vice President, North America Packaging East, International Paper. "Customers will be serviced at other International Paper facilities in the region."
Employees affected by the closure will receive severance, continued benefits and outplacement support.
About International Paper (NYSE: IP; LSE: IPC)
International Paper creates sustainable packaging solutions that enable our customers, teammates and shareowners to thrive in an ever-changing world. We are a leader in corrugated packaging, partnering with customers across industries to protect what matters most, strengthen supply chains and create lasting value. Learn more at internationalpaper.com.
Forward-Looking Statements
This press release contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995, as amended. Forward-looking statements can be identified by the use of forward-looking or conditional words such as "intend," "aim," "may," "will," "expect," and "plan" or similar expressions. These forward-looking statements reflect management's current views and are subject to risks and uncertainties that could cause actual results and the timing of events to differ materially from those expressed or implied in these forward-looking statements. These risks and uncertainties include the risk of the Company's ability to achieve the desired outcome and realize the anticipated benefits from its strategic transformation initiatives, including the closure of the Carrollton South, Texas box plant. These forward-looking statements are also subject to the risks and uncertainties contained in the Company's Annual Report on Form 10-K for the fiscal year ended December 31, 2025, filed with the U.S. Securities and Exchange Commission ("SEC") on February 27, 2026, and subsequent reports filed with the SEC. In addition, other risks and uncertainties not presently known to the Company or that we currently believe to be immaterial could affect the accuracy of any forward-looking statements. The Company undertakes no obligation to publicly update any forward-looking statements contained in this press release, whether as a result of new information, future events or changes in expectations.
, /PRNewswire/ -- International Paper (NYSE: IP; LSE: IPC), today declared a quarterly dividend of $0.4625 per share for the period from July 1, 2026, to September 30, 2026, inclusive, on the common stock, par value $1.00, of the Company, payable on September 15, 2026, to holders of record at the close of business on August 14, 2026.
Today, the Company also declared a quarterly dividend of $1.00 per share for the period from July 1, 2026, to September 30, 2026, inclusive, on the cumulative $4.00 preferred stock of the Company, payable on September 15, 2026, to holders of record at the close of business on August 14, 2026.
About International Paper (NYSE: IP; LSE: IPC)
International Paper creates sustainable packaging solutions that enable our customers, teammates and shareowners to thrive in an ever-changing world. We are a leader in corrugated packaging, partnering with customers across industries to protect what matters most, strengthen supply chains and create lasting value. Learn more at internationalpaper.com.
, /PRNewswire/ -- International Paper (NYSE: IP; LSE: IPC) proactively decided to temporarily suspend operations at its Pine Hill, Ala., mill after a weather event damaged a critical roof at the facility. International Paper values the safety of its employees and contractors above all else and took this action out of an abundance of caution.
The company is assessing required repairs and currently expects to resume manufacturing in August. The company is also working closely with customers to manage any potential impacts and appreciates the support of its employees, customers and stakeholders while working through this process safely.
About International Paper (NYSE: IP; LSE: IPC)
International Paper creates sustainable packaging solutions that enable our customers, teammates and shareowners to thrive in an ever-changing world. We are a leader in corrugated packaging, partnering with customers across industries to protect what matters most, strengthen supply chains and create lasting value. Learn more at internationalpaper.com.
Forward-Looking Statements
This news release includes forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995, as amended. Forward-looking statements can be identified by the use of forward-looking or conditional words such as "expects," "anticipates," "believes," "estimates," "could," "should," "can," "may," "will," "remain," "confident," "commit" and "plan" or similar expressions. All statements in this news release regarding the temporary closure of our Pine Hill, Alabama mill due to severe weather, including our expected timeline for resuming operations, potential impact, if any, to our ability to service customers or potential impact, if any, to our financial results and operations are forward-looking statements.
These forward-looking statements reflect management's current views and are subject to risks and uncertainties that could cause actual results and the timing of events to differ materially from those expressed or implied in these forward-looking statements. Forward-looking statements should, therefore, be construed in light of such risk factors as described in our Annual Report on Form 10-K for the year ended December 31, 2025 as filed with the U.S. Securities and Exchange Commission on February 27, 2026.
Key Takeaways International Paper plans to close its Aurora, IL, sheet plant and convert plants by Q3 2026.IP will halt preprint operations at its Richwood, KY, facility as part of its streamlining strategy.IP will shift affected customers to nearby facilities while focusing on higher-value investments. International Paper Company (IP - Free Report) announced plans to shut down its Aurora, IL, sheet plant, as well as its converting plants in Elk Grove, CA and Barrington, NJ, by the end of the third quarter 2026. The company will also halt its preprint operations at its Richwood, KY facility.
This move is in sync with IP’s strategy to boost its cost position, increase capacity and better serve customers across North America. The company is committed to streamlining its operations and focusing investments on the highest-value opportunities.
International Paper will transition customers affected by the closures to nearby facilities within each region.
IP’s Portfolio Transformation and Strategic ResetIn 2025, International Paper went through a transformation to simplify its portfolio, sharpen its regional focus and boost earnings. This included the integration of the DS Smith acquisition, which was completed in January 2025. The move created a new global leader in sustainable packaging solutions focused on the North America and EMEA markets.
The company also completed the sale of the Global Cellulose Fibers business in January 2026, received $1.1 billion in net proceeds and paid down $660 million of debt in the first quarter. These actions narrow the company’s focus toward packaging, where management is allocating capital to commercial execution, network reliability and cost reduction.
In early June, the company announced that it had acquired North Pacific Paper Company, a portfolio company of One Rock Capital Partners. The deal is in sync with International Paper's strategic transformation to maximize value creation for customers, shareholders and employees.
Last month, International Paper announced the acquisition of Delmarva Corrugated Packaging in Dover, DE. The transaction is set to expand International Paper’s footprint across the expanding East Coast market.
International Paper’s Q1 PerformanceIP posted adjusted operating earnings of 15 cents per share for the first quarter of 2026, missing the Zacks Consensus Estimate of 18 cents by 16.7%. The figure declined 11.8% from earnings of 17 cents a year ago.
Net sales were $5.97 billion, rising 13.4% year over year but missing the consensus mark of $6.05 billion by 1.2%.
IP Stock's Price PerformanceInternational Paper's shares have lost 18.9% in the past year compared with the industry's 6.3% decline. During this time, the Basic Materials sector has jumped 28.1%, whereas the S&P 500 has grown 23.5%.
Image Source: Zacks Investment Research
International Paper’s Zacks Rank & Stocks to ConsiderThe Zacks Consensus Estimate for Dow's current-year earnings is pegged at $2.61 per share, indicating a 377% year-over-year surge. Dow’s shares have gained 13.6% in a year.
Albemarle has an average trailing four-quarter earnings surprise of 74.5%. The Zacks Consensus Estimate for the company’s 2026 earnings is pegged at $12.45 per share, indicating year-over-year growth from a loss of 79 cents. ALB shares have skyrocketed 124% so far this year.
Avino Silver has an average trailing four-quarter earnings surprise of 125%. The Zacks Consensus Estimate for Avino Silver’s 2026 earnings is pegged at 39 cents per share, indicating 34.5% year-over-year growth. Its shares have surged 62.7% in a year.
Portfolio changes position the company to better serve customers and support long-term growth
, /PRNewswire/ -- International Paper (NYSE: IP; LSE: IPC), a leader in sustainable packaging, today announced strategic actions that aim to optimize its network, focus investments on the highest-value opportunities and better serve customers across North America. As a result, the company plans to cease its preprint operations at its Richwood, KY facility, and close its Aurora, IL sheet plant and converting plants in Elk Grove, CA and Barrington, NJ by the end of the third quarter 2026.
The decision reflects International Paper's ongoing strategy to strengthen its cost position, increase capacity, and provide customers with the highest quality sustainable packaging solutions.
"These are difficult but necessary decisions that strengthen our network, focus investments where they create the greatest value and position International Paper to better serve customers and compete for the long term. We are grateful to the employees affected and are committed to supporting them through this transition and ensuring a seamless experience for our customers," said Tom Hamic, Executive Vice President and President, Packaging Solutions North America, International Paper.
International Paper will support impacted employees with outplacement assistance, severance and benefits. The company expects to transition affected customers to other facilities within each region to ensure continuity of supply.
About International Paper (NYSE: IP; LSE: IPC)
International Paper creates sustainable packaging solutions that enable our customers, teammates and shareowners to thrive in an ever-changing world. We are a leader in corrugated packaging, partnering with customers across industries to protect what matters most, strengthen supply chains and create lasting value. Learn more at internationalpaper.com.
Forward-Looking Statements
This press release contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995, as amended. Forward-looking statements can be identified by the use of forward-looking or conditional words such as "intend," "aim," "may," "will," "expect," and "plan" or similar expressions. These forward-looking statements reflect management's current views and are subject to risks and uncertainties that could cause actual results and the timing of events to differ materially from those expressed or implied in these forward-looking statements. These risks and uncertainties include the risk of the Company's ability to achieve the desired outcome and realize the anticipated benefits from its strategic transformation initiatives. These forward-looking statements are also subject to the risks and uncertainties contained in the Company's Annual Report on Form 10-K for the fiscal year ended December 31, 2025, filed with the U.S. Securities and Exchange Commission ("SEC") on February 21, 2026, and subsequent reports filed with the SEC. In addition, other risks and uncertainties not presently known to the Company or that we currently believe to be immaterial could affect the accuracy of any forward-looking statements. The Company undertakes no obligation to publicly update any forward-looking statements contained in this press release, whether as a result of new information, future events or changes in expectations.
On June 24, 2026, International Paper Co (IP) shares rose 4.8% to a current price of $38.30. The stock has experienced notable volatility, with a 52-week range
ATLANTA--(BUSINESS WIRE)--Fish & Richardson has launched FishStream AI, a proprietary artificial intelligence-assisted legal technology tool designed to enhance patent prosecution workflows. Built entirely in-house, FishStream AI integrates advanced, enterprise-grade AI with Fish’s deep patent and technical knowledge to deliver stronger, more strategic outcomes for clients’ intellectual property (IP) portfolios.
“FishStream AI is designed to capitalize on the experience of our world-class IP professionals,” said Fish Principal Tracy Hitt, who developed the tool. “It provides a logical starting point built on our institutional knowledge and followed by a non-negotiable human-in-the-loop approach that integrates attorney experience and judgment, with a focus on delivering excellent value to clients.”
Built for patent-specific workflows
FishStream AI reflects Fish’s deliberate, targeted approach to AI adoption, focusing on use cases where workflows shaped by the knowledge of the firm’s world-class IP professionals can streamline foundational tasks and allow attorneys to focus on more strategic work.
Key capabilities include:
Office action analysis, identifying claim limitations at issue, summarizing the examiner’s rejection, highlighting potential weaknesses, and proposing counterarguments or amendment options for attorney review. Alice rejection support, applying the Alice framework and generating draft responses for attorney refinement. Application drafting support, organizing inventor materials, summarizing inventions and novel features, suggesting follow‑up questions, and proposing independent claims to help attorneys assess strategy and next steps. Elevating patent prosecution through AI-driven analysis
FishStream AI enhances patent prosecution by transforming how attorneys analyze complex technical and legal materials. The platform synthesizes prior art, office actions, and related documents into structured outputs that streamline early-stage review and issue identification, allowing attorneys to focus on strategic work such as claim development and response planning. In complex matters, it further strengthens precision by cross-referencing claim elements against cited references, surfacing key distinctions, and generating claim charts to support attorney review, thereby providing a strong starting point for focused, defensible patent positions.
Designed with security and responsibility at the core
FishStream AI operates entirely within Fish’s secure enterprise environment, with strict safeguards to protect sensitive client information . The platform is designed to augment attorney capabilities while maintaining a human-in-the-loop approach, ensuring that legal judgment, strategy, and final work product remain firmly in the hands of Fish professionals.
“Staying at the leading edge of technology is critical to how we serve clients, but innovation only matters if it’s applied responsibly,” said Hitt. “With FishStream AI, we’re pairing advanced AI capabilities with careful oversight and attorney judgment to drive stronger results and greater value for our clients.”
About Fish & Richardson
Fish & Richardson is the leading intellectual property law firm, trusted by visionaries across eras to protect their IP since our founding in 1878. Our IP litigation, prosecution, and post-grant experience is unmatched across venues and prosecution needs. We touch more PTAB cases, IP appeals, and utility patents than anyone else, and no national firm handles more district court patent cases. Our 400+ attorneys and technology specialists — many of whom are also scientists — put that experience to work for worldwide innovators from our 15 locations in the U.S., Germany, and China. We plan today’s IP strategy with tomorrow in mind and distill our vast technical and legal knowledge to resonate with business leaders and juries. For more information, visit fr.com or follow us on LinkedIn, Facebook, and X.
Resources Investor Relations Journalists Agencies Client Login Send a Release News Products Contact , /PRNewswire/ -- International Paper (NYSE: IP; LSE: IPC) will release second-quarter 2026 earnings on July 30, 2026, before the opening of the New York Stock Exchange.
The company will host a webcast to discuss earnings and current market conditions, beginning at 10 a.m. ET (9 a.m. CT). All interested parties are invited to listen to the webcast via the company's website by clicking on the Investors tab and going to the Events & Presentations page at https://www.internationalpaper.com/investors/events-presentations. A replay of the webcast will also be on the website beginning approximately two hours after the call.
Parties who wish to participate in the webcast via teleconference may dial +1 646-307-1963 or, within the U.S. only, 800-715-9871 and ask to be connected to the International Paper second-quarter earnings call. The conference ID number is 4090753. Participants should call in no later than 9:45 a.m. ET (8:45 a.m. CT). An audio-only replay will be available for ninety days following the call. To access the replay, dial +1 609-800-9909 or, within the U.S. only, 800-770-2030, and when prompted for the conference ID, enter 4090753.
About International Paper (NYSE: IP; LSE: IPC)
International Paper creates sustainable packaging solutions that enable our customers, teammates and shareowners to thrive in an ever-changing world. We are a leader in corrugated packaging, partnering with customers across industries to protect what matters most, strengthen supply chains and create lasting value. Learn more at internationalpaper.com.
Vancouver, British Columbia--(Newsfile Corp. - June 23, 2026) - ImagineAR Inc. (CSE: IP) (the "Company" or "ImagineAR"), a developer of augmented reality technology, is pleased to announce that a holder of previously issued convertible debentures on the Company in the aggregate principal amount of $170,893.33 has agreed to settle the outstanding debt through the issuance of common shares. Under this shares for debt settlement transaction, the Company has agreed to issue an aggregate 34,715,582 common shares at a deemed price of $0.005 per common share, settling a total of $173,577.91 in outstanding debt (including accrued interest).
Managing intellectual property more efficiently with leading data and expertise
, /PRNewswire/ -- Clarivate Plc (NYSE: CLVT), a leading global provider of transformative intelligence, announced today that Mitsubishi Fuso Truck and Bus Corporation has selected IPfolio as its intellectual property (IP) management solution. IPfolio provides Mitsubishi Fuso with a modern, scalable foundation for IP management, bringing together trusted data, expert support, and integrated services in a single platform. This will enable greater operational confidence and clearer, more informed decision-making across the IP lifecycle.
Kenichi Matsuura, Expert, Intellectual Property, Advanced Engineering, Product Engineering, Mitsubishi Fuso, said: "We have implemented Clarivate's IPfolio to accelerate our IP digital transformation and strengthen our framework for efficient IP management. By centrally managing patents, trademarks, and other IP information on the cloud, IPfolio enables cross-functional visibility across individual matters. In addition, features such as IP Sync for data synchronization and integrated annuity and renewal management with our annuity service providers help streamline our IP management processes. With this system, we will enhance strategic utilization of intellectual property, enable faster decision-making, and advance our IP-driven digital transformation."
With IPfolio, Mitsubishi Fuso will be able to automatically verify and enrich its data with trusted Derwent patent data, improving data accuracy and significantly reducing time spent on manual data verification. The solution enables intuitive data visualization and information sharing through dashboards and reporting, providing stakeholders with immediate portfolio visibility and insight. IPfolio also supports ongoing configuration while the system is live, allowing changes to be implemented seamlessly and in phases.
Simon Webster, President, Intellectual Property, Clarivate, said: "We're proud to deepen our partnership with Mitsubishi Fuso through their selection of IPfolio and expanded use of Derwent. Together, these solutions give their IP team a unified, modern platform, reducing operational complexity while ensuring decisions are grounded in highly accurate, trusted data."
The implementation will be supported by Clarivate teams based in Japan.
About Clarivate
Clarivate is a leading global provider of transformative intelligence. We offer enriched data, insights & analytics, workflow solutions and expert services in the areas of Academia & Government, Intellectual Property and Life Sciences & Healthcare. For more information, please visit www.clarivate.com.
Media Contact:
Jack Wan, Director, External Communications
[email protected]
Net sales were $5.97 billion versus the $6.01 billion analyst estimate.Diluted EPS from continuing operations was $0.14 versus the $0.12 analyst estimate.Adjusted EBITDA from continuing operations was $677 million; estimated margin was 11.3%.Operating cash flow was $611 million; free cash flow was $94 million.Received $1.1 billion net proceeds from Global Cellulose Fibers sale; paid down $660 million of debt.Packaging Solutions North America posted $248 million operating profit; EMEA recorded a $51 million operating loss.Net special items were a $19 million after-tax charge, or $0.04 per diluted share.On April 30, 2026, International Paper Co IP released its 8-K filing detailing first quarter 2026 results. The company reported net sales of $5.97 billion and diluted EPS from continuing operations of $0.14 for the quarter ended March 31, 2026. Revenue was modestly below consensus, and earnings per share exceeded expectations.
International Paper manufactures packaging products and cellulose fibers. It accounts for roughly one-third of the North American corrugated packaging market. The company also has a substantial presence in Europe following its acquisition of DS Smith. International Paper serves a variety of end markets, including industrial, consumer products, and manufacturing.
Quarter highlights and how they stack up to expectations Net sales were $5.97 billion. This was below the quarterly revenue estimate of $6.01 billion. Diluted earnings per share from continuing operations were $0.14. This was above the quarterly EPS estimate of $0.12.
Year over year, net sales increased from $5.26 billion in Q1 2025 to $5.97 billion in Q1 2026. GAAP earnings from continuing operations improved from a loss of $124 million to a profit of $76 million. Adjusted operating EPS was $0.15 compared with $0.17 a year ago. Sequentially, adjusted operating EPS improved from $(0.08) in Q4 2025 to $0.15 in Q1 2026.
“This quarter, we delivered meaningful progress across the business. In North America, our commercial actions are gaining traction and helping us outgrow the market, while we advance cost-out efforts and make solid gains in mill and box plant productivity. In EMEA, we're accelerating commercial and cost initiatives while a small core team is focusing on the planned separation,” said International Paper Chairman and CEO Andy Silvernail. “We still have work to do to improve consistency and reliability, but the primary pressures this quarter came from a tougher macro environment, including ongoing inflation and the severe winter storm.”Operating performance and segment trends Adjusted EBITDA from continuing operations was $677 million. This compared with $689 million in Q1 2025. It compared with $758 million in Q4 2025. Based on reported sales, the estimated adjusted EBITDA margin was 11.3% in Q1 2026. The margin was approximately 13.1% in Q1 2025. The margin was approximately 12.6% in Q4 2025. The margin pressure reflects higher operating and input costs, including natural gas and utilities tied to a severe winter storm.
Packaging Solutions North America posted segment operating profit of $248 million. This was down from $319 million in Q4 2025. Management cited seasonally lower volumes and higher operating and input costs, partially offset by lower planned maintenance costs and better productivity. Packaging Solutions EMEA recorded a segment operating loss of $51 million. This was an improvement from a $223 million operating loss in Q4 2025, aided by higher volumes, improved packaging margins and lower planned maintenance costs, partly offset by lower paper prices and slightly higher energy costs.
Key quarterly figures (in millions, except per-share) Q1 2026 Q4 2025 Q1 2025 Net sales $5,971 $6,006 $5,264 Earnings (loss) from continuing operations $76 $(2,363) $(124) Diluted EPS from continuing operations $0.14 $(4.48) $(0.28) Adjusted operating EPS $0.15 $(0.08) $0.17 Adjusted EBITDA (continuing ops) $677 $758 $689 Cash provided by operating activities $611 $905 $(288) Free cash flow $94 $255 $(618)Q1 2026 segment snapshot (in millions) Segment Net sales Operating profit (loss) Packaging Solutions North America $3,626 $248 Packaging Solutions EMEA $2,323 $(51) Corporate & Inter-segment $22 —Cash flow, balance sheet and special items Cash provided by operating activities was $611 million. This compared with $(288) million in Q1 2025. Free cash flow was $94 million. This compared with $(618) million in Q1 2025.
International Paper Co IP closed the sale of its Global Cellulose Fibers business, generating $1.1 billion in net proceeds. The company used $660 million to reduce debt. This deleveraging supports financial flexibility and may reduce interest expense sensitivity, an important consideration for capital-intensive packaging operations.
Net special items in continuing operations were a net after-tax charge of $19 million, or $0.04 per diluted share. Items included severance and other costs, PS EMEA separation costs, and gains/losses on asset sales and other items.
Why it matters for value and income investors For a cyclical Packaging & Containers company, converting earnings into cash and maintaining disciplined capital allocation are critical. The swing from negative operating cash flow a year ago to $611 million this quarter, alongside debt reduction, strengthens the company’s ability to fund maintenance capex and dividends through economic cycles. At the same time, adjusted EBITDA trends and segment profitability highlight sensitivity to input costs and weather-related disruptions, key variables for margins in containerboard and box making.
North America remains the earnings anchor, but the EMEA sequential improvement indicates traction on commercial and cost measures. Sustaining margin recovery will depend on execution in mills and box plants and on managing energy and logistics costs, which are major cost drivers in this industry.
GuruFocus Valuation Check Based on GuruFocus’ proprietary GF Value framework, International Paper Co IP appears undervalued. The GF Value is $41.41 while the current price is $33.58. This implies the shares are 18.9% undervalued relative to estimated fair value.
The GF Score is 71/100, which indicates above-average overall potential when balancing value, quality, and momentum factors. Financial Strength is 5/10, suggesting a middle-of-the-road balance sheet profile, consistent with a capital-intensive sector. Profitability ranks 6/10, reflecting stable earnings power. Growth ranks 3/10, signaling modest expansion prospects and underscoring the importance of cost discipline and cash generation. Predictability is 1 star, which means historical results have shown variability.
The Moat Score stands at 6/10, aligning with scale advantages in corrugated packaging. Insider activity shows insiders bought $4.0 million in the last 3 months with no selling, a constructive signal that can align management’s incentives with shareholders. For a deeper dive, visit the International Paper Co stock page on GuruFocus.
Explore the complete 8-K earnings release (here) from International Paper Co for further details.
This stock alert was generated using automated technology and GuruFocus financial data to provide readers with timely and accurate market reporting. This content was reviewed by GuruFocus editorial team prior to publication. Please send any questions or comments about this story to [email protected].
International Paper Company is downgraded to Sell due to strategic missteps, underwhelming financials, and a deteriorating macro environment. IP's DS Smith acquisition failed to deliver accretion, prompting a costly spin-out of European operations and significant facility closures. North American operations show modest volume improvement, but margin compression, cost pressures, and an over-optimistic H2 EBITDA outlook persist.
Key Takeaways IP reported Q1 EPS of 15 cents, missing estimates, while sales rose 13.4% but fell short of expectations.IP lowered 2026 EBITDA outlook to $3.2-$3.5B, citing inflation, higher costs and macro pressures.International Paper saw higher costs from energy and storms in NA, while EMEA reported an operating loss. International Paper Company (IP - Free Report) posted adjusted operating earnings of 15 cents per share for the first quarter of 2026, missing the Zacks Consensus Estimate of 18 cents by 16.7%. The figure declined 11.8% from 17 cents a year ago.
Including one-time items, the company reported earnings of 14 cents per share against a loss of 28 cents in the year-ago quarter.
Net sales were $5.97 billion, up 13.4% year over year, but below the consensus mark of $6.05 billion by 1.2%.
IP’s Costs Rose Faster Than Operating LeverageCost of products sold increased 11.5% year over year to $4.24 billion in the quarter. Gross profit rose 18% year over year to $1.73 billion. The gross margin came in at 28.9% compared with the year-ago quarter’s 27.7%.
Selling and administrative costs were $510 million, which increased 4.7% from $487 million in the prior-year quarter. The adjusted operating income in the quarter was $188 million, 11% higher than $169 million in the first quarter of 2025. Adjusted operating margin contracted to 3.1% from 3.2% in the year-ago quarter.
International Paper Sees Diverging Regional PerformancePackaging Solutions North America: The segment’s sales were $3.63 billion, down 2.1% from the prior-year figure. Our projection for the segment’s sales was $3.61 billion.
The segment reported an operating profit of $248 million compared with an operating profit of $142 million in the prior-year quarter. Our projection for the segment was $304 million.
The segment witnessed a sequential increase in the cost of products sold due to higher operating costs affected by winter storm impacts. Input costs rose due to higher natural gas costs and utility costs driven by the winter storm. Profitability, however, improved on a year-over-year basis.
Packaging Solutions EMEA: The segment’s sales were $2.32 billion, up from the last-year figure of $1.55 billion. Our expectation for the segment’s sales was $2.39 billion.
The segment reported an operating loss of $51 million against the prior-year quarter’s operating profit of $46 million. Our projection for the segment was a loss of $46 million. The segment’s results were impacted by higher energy costs.
The company had earlier announced plans to separate its PS North America and PS EMEA operations into two independent, publicly traded companies. The transaction is intended to create two scaled regional leaders in packaging solutions, each supported by dedicated management teams, distinct business models and attractive financial profiles. It is expected to be completed within 12–15 months, subject to customary closing conditions.
IP’s Cash Generation Improved After Portfolio MovesInternational Paper generated $611 million of cash from operating activities in the first quarter of 2026 compared with usage of $288 million in the year-ago quarter. IP produced free cash flow of $94 million in the quarter.
The company also received $1.1 billion of net proceeds from the sale of the Global Cellulose Fibers business and used part of that cash to reduce debt by $660 million.
Cash and temporary investments aggregated around $1.24 billion at the end of the first quarter of 2026 compared with $1.15 billion at the end of 2025.
At the end of the first quarter, IP’s long-term debt stood at $8.18 billion, lower than $8.8 billion as of 2025-end.
International Paper Updates 2026 EBITDA ViewFor the second quarter, the company guided adjusted EBITDA from continuing operations of $520-$570 million, implying a step-down from the first quarter’s adjusted EBITDA of $677 million as seasonal and cost factors persist.
Management updated its outlook to reflect what it described as a volatile environment, with ongoing inflation and macro pressures. For full-year 2026, International Paper provided a target range of $3.20-$3.50 billion in adjusted EBITDA from continuing operations. The company had earlier provided a range of $3.5-$3.7 billion for 2026.
The company emphasized disciplined execution, improving reliability across its network and rigor around capital allocation as key levers to deliver against the updated framework.
IP Stock’s Price PerformanceThe company’s shares have lost 26.5% in the past year compared with the industry’s 11.8% decline.
Image Source: Zacks Investment Research
International Paper’s Zacks RankIP currently carries a Zacks Rank #5 (Strong Sell).
You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Performances of Industry Peers This QuarterPackaging Corporation of America (PKG - Free Report) posted adjusted earnings of $2.40 per share in the first quarter of 2026, up 3.9% from $2.31 a year ago. The result beat the Zacks Consensus Estimate of $2.17 by 10.6%. Packaging Corp.’s net sales rose 10.6% year over year to $2.37 billion but missed the consensus mark of $2.41 billion by 1.9%.
Smurfit Westrock Plc (SW - Free Report) posted adjusted earnings of 33 cents per share for the first quarter of 2026, down 51.5% from the year-ago period. The figure missed the Zacks Consensus Estimate of 36 cents.
Smurfit Westrock’s net revenues were $7.71 billion, up 0.7% year over year, but missed the consensus estimate of $7.76 billion.
One Paper & Related Product Stocks Awaiting ResultsRayonier Advanced Materials (RYAM - Free Report) is slated to release first-quarter 2026 results on May 5. The Zacks Consensus Estimate for the bottom line is pegged at a loss of 62 cents per share. Rayonier Advanced had posted a loss of 49 cents per share in the year-ago quarter.
The consensus estimate for Rayonier Advanced Materials’ top line is pegged at $297.5 million, indicating a 16.4% decline from the prior-year reported figure.
International Paper Co (NYSE:IP) on Thursday reported mixed results for the first quarter.
The company posted quarterly earnings of 15 cents per share which beat the analyst consensus estimate of 14 cents per share. The company reported quarterly sales of $5.970 billion which missed the analyst consensus estimate of $6.014 billion.
International Paper shares rose 4.8% to trade at $31.88 on Friday.
These analysts made changes to their price targets on International Paper following earnings announcement.
RBC Capital analyst Matthew McKellar maintained International Paper with an Outperform rating and lowered the price target from $48 to $45. JP Morgan analyst Detlef Winckelmann maintained the stock with a Neutral and lowered the price target from $46 to $43. Considering buying IP stock? Here’s what analysts think:
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Pre-Market Stock Futures: Futures are trading lower as we start off the new week, as oil surges higher amid reports that a U.S. warship was turned back in the Strait of Hormuz, but what a start we had to the new month on Friday. The Thursday close on April’s last trading day marked the best month for the venerable S&P 500 index since 2020, and it finished at a new all-time high on Friday, closing at 7,230, up 0.29%. The Nasdaq also put in some strong work to end the week, finishing the session at 25,114, up 0.89%, while the small-cap-heavy Russell 2000 also represented, closing up 0.54% at 2,815. The only index that finished lower at the start of the month was the Dow Jones Industrial Average, which was last seen at 49,499, down 0.31%. Falling oil prices and the report that Iran had replied to the U.S. peace overtures were all noted as providing a tailwind for stocks on Friday, along with some massive numbers posted by some of the Magnificent 7.
Treasury Bonds: Yields were mixed across the Treasury curve on Friday, with some buying on the long end and some sellers showing up for the belly of the curve. Inflation concerns and a strong dollar continue to draw much of the attention of fixed-income traders, and it became clear from the Federal Reserve’s April meeting messaging that interest rate cuts are not likely any time soon. The 30-year long bond closed trading Friday at 4.96% while the benchmark 10-year bond was last seen at 4.38%.
Oil and Gas: Oil prices fell on Friday after it was reported that Iran had submitted a negotiation proposal to the United States. While it remains to be seen what the U.S. response will be, the fact that the two countries are still in discussions is a positive. As we have noted recently, many in the energy complex believe that even with a settlement, oil prices will remain higher than before the conflict. Brent Crude closed Friday at $108.70, down 1.54%, while West Texas Intermediate ended the day at $102.30, down 2.66%. Natural gas was the lone winner in the group, rising 0.80% to $2.79.
Gold: Gold started the month off the way it ended April, closing 0.21% lower at $4,611. The precious metal has fallen a stunning 17.5% from its highs back in late January. Analysts cited inflation fears and the strengthening expectation that the Federal Reserve will keep interest rates higher for longer as reasons for Gold’s recent weakness. A stronger U.S. dollar and reduced safe-haven demand, despite geopolitical uncertainty, also pressured the non-yielding asset on Friday. The final trade for Silver on Friday came in at $75.33, up a solid 2.3%.
Crypto: Cryptocurrencies jumped higher on Friday, with some major assets staging a recovery to reach their highest levels since early February. Like most other asset classes, crypto got a nice tailwind from lower oil prices and the potential for positive peace negotiations. The Friday rally prompted roughly $281 million in liquidations, with the majority ($216 million) stemming from short positions. At 8 AM EDT, Bitcoin was trading at $78,740 while Ethereum was quoted at $2,334.
24/7 Wall St. reviews dozens of analyst research reports daily to identify new investment ideas for both investors and traders. Some of these daily analyst calls cover stocks to buy. Other calls cover stocks to sell or avoid. Remember that no single analyst call should ever be used as a basis to buy or sell a stock.
Here are some of the top Wall Street analyst upgrades, downgrades, and initiations seen on Monday, May 4, 2026.
Upgrades: Airbnb (NASDAQ: ABNB) was upgraded to Outperform from Perform at Oppenheimer, with a $160 target price for the shares. Essex Property Trust (NYSE: ESS) | ESS Price Prediction was upgraded to Overweight from Neutral at Piper Sandler, which boosted the Dividend Aristocrats target price to $325 from $275. GlobalFoundries (NASDAQ: GFS) was raised to Overweight from Neutral at Cantor Fitzgerald, which boosted the price target for the shares to $80 from $50. International Paper (NYSE: IP) was upgraded to Overweight from Equal Weight at Wells Fargo, which nudged the price target for the shares to $39 from $38. Trade Desk (NASDAQ: TTD) was upgraded to Neutral from Underperform at Wedbush, which has a $23 target price. Downgrades: Advanced Micro Devices (NASDAQ: AMD) was downgraded to Hold from Buy at HSBC, with a $340 target price objective. Alexandria Real Estate Equities (NYSE: ARE) was downgraded to Neutral from Outperform at Baird, which slashed the target price for the stock to $46 from $67. Alphabet (NASDAQ: GOOGL) was downgraded to Hold from Buy at Freedom Broker, which raised the target price for the technology giant to $400 from $365. Check Point Software Technologies (NASDAQ: CHKP) was downgraded to Neutral from Buy at Bank of America, which has a $120 target price for the stock. Prudential Financial (NYSE: PRU) was cut to Underweight from Equal Weight at Morgan Stanley, which lowered the price target for the company to $92 from $106. Initiations: BeOne Medicines (NASDAQ: ONC) was initiated with an Overweight rating at Wells Fargo, with a $400 target price. Compass Pathways (NASDAQ: CMPS) was initiated with a Buy rating at Jefferies, with an $18 target price for the shares. Federal National Mortgage Association (OTCQB: FNMA) was initiated with an Outperform rating at Mizuho, which has a $10 target price.
FirstService (NASDAQ: FSV) was initiated with a Hold rating at Loop Capital with a $140 target price. Postal Realty Trust (NYSE: PSTL) was started with an Outperform rating at Scotiabank, with a $24 target price.
International Paper is downgraded to Sell due to earnings disappointments, strategic shifts, and ongoing business separation. IP's Q1 showed solid revenue growth but persistent margin pressure from cost inflation and transformation expenses, with EBITDA guidance cut to $3.3-$3.5 billion for 2026. Dividend sustainability is in question as FCF guidance lags dividend outflows, raising concerns over future debt or payout reductions.
, /PRNewswire/ -- International Paper (NYSE: IP; LSE: IPC) today declared a quarterly dividend of $0.4625 per share for the period from April 1, 2026 to June 30, 2026, inclusive, on the common stock, par value $1.00, of the Company, payable on June 12, 2026, to holders of record at the close of business on May 22, 2026.
Today, the Company also declared a quarterly dividend of $1.00 per share for the period from April 1, 2026 to June 30, 2026, inclusive, on the cumulative $4.00 preferred stock of the Company, payable on June 12, 2026, to holders of record at the close of business on May 22, 2026.
About International Paper (NYSE: IP; LSE: IPC)
International Paper creates sustainable packaging solutions that enable our customers, teammates and shareowners to thrive in an ever-changing world. We are a leader in corrugated packaging, partnering with customers across industries to protect what matters most, strengthen supply chains and create lasting value. Learn more at internationalpaper.com.
On May 15, 2026, International Paper Co IP shares fell 4.2% to a current price of $30.26. The stock has experienced significant volatility, trading between a 52-week high of $56.13 and a low of $29.45 over the past year.
GF Value™ verdict: Currently priced at $30.26, the stock is estimated to be 30.9% undervalued compared to a GF Value™ of $43.80.GF Score™: The stock has a score of 69/100, indicating it is above average in terms of overall quality.Most notable signal: Insiders have bought $1.3 million worth of shares in the last three months, with no selling activity reported. Is IP Overvalued or Undervalued? Based on the current trading price of $30.26 and the GF Value™ estimate of $43.80, International Paper Co appears to be undervalued by approximately 30.9%. This margin of safety suggests a potential opportunity for investors looking for value in the stock market. However, it's important to note that the GF Valuation label indicates a "Possible Value Trap," which advises caution. This label implies that while the stock may seem undervalued, there could be underlying issues that prevent it from realizing its fair value. GF Value™ is GuruFocus' proprietary measure of intrinsic value, calculated from historical trading multiples, past business growth, and future performance estimates.
Given the substantial difference between the current price and GF Value™, investors may find this stock appealing. However, the risks associated with a potential value trap should not be overlooked, as they could hinder the stock from recovering to its intrinsic value in the near term.
How Does IP's Valuation Compare to Its History? Metric Current Historical P/E (TTM) 22.3x 19.0x International Paper Co's current forward P/E ratio of 22.3x is above its 5-year median P/E of 19.0x, indicating that the stock is trading at a premium compared to its historical valuation metrics. This higher P/E ratio seems to conflict with the GF Value™ assessment of undervaluation, suggesting that while the stock is currently priced lower than its intrinsic value, it may not be as attractive as it appears relative to its historical earnings performance.
What Does IP's GF Score™ Tell Us? The GF Score™ ranks stocks from 0 to 100 based on five key aspects: Financial Strength, Profitability, Growth, Valuation, and Momentum. Stocks with higher GF Score™ values have been found to generate higher long-term returns (backtested 2006-2021).
Metric Rating GF Score™ 69 Financial Strength 5/10 Profitability 6/10 Growth 3/10 Valuation 8/10 Momentum 4/10 The GF Score™ of 69 indicates that International Paper Co is above average in quality, but there are areas of concern. Its strongest aspect is the Valuation rank, which stands at 8/10, suggesting that the stock is considered undervalued. However, the Growth rank of 3/10 is notably weak, indicating potential challenges in achieving future growth. The Financial Strength and Profitability ranks are moderate, which suggests that while the company is stable, it may not be positioned for significant growth in the near term.
What Are Insiders Doing with IP Stock? Insider activity for International Paper Co has shown a positive trend, with insiders purchasing $1.3 million worth of shares over the past three months and no selling activity reported. This pattern suggests that those with the most intimate knowledge of the company have confidence in its future prospects, which can be a positive signal for external investors. However, it is important to remain cautious, as insider buying does not guarantee future stock price appreciation.
What This Means for Investors Based on the GF Value™ assessment, International Paper Co is currently undervalued. However, the risks associated with potential market conditions and the "Possible Value Trap" label warrant careful consideration before making any investment decisions.
For the complete analysis, visit the International Paper Co IP stock page. You can also explore the GF Value™ page for detailed valuation methodology, or use the GuruFocus Stock Screener to find similar opportunities.
Frequently Asked Questions What is IP's GF Score™?
The GF Score™ for International Paper Co is 69/100, indicating that the stock is above average in terms of quality and potential for long-term returns.
Is IP overvalued or undervalued?
International Paper Co is considered undervalued according to the GF Value™, with a current price of $30.26 compared to a GF Value™ of $43.80.
What is IP's P/E ratio?
The forward P/E ratio for International Paper Co is 22.3x, which is above its 5-year median P/E of 19.0x, indicating that it is trading at a premium relative to its historical valuation.
This stock alert was generated using automated technology and GuruFocus financial data to provide readers with timely and accurate market reporting. This content was reviewed by GuruFocus editorial team prior to publication. Please send any questions or comments about this story to [email protected].
Dover Delaware Site to Expand IP's Presence in a Growing East Coast Market
, /PRNewswire/ -- International Paper (NYSE: IP; LSE: IPC), a leader in sustainable packaging solutions, has acquired Delmarva Corrugated Packaging in Dover, Delaware. The strategic acquisition of this facility will enhance International Paper's capabilities, expand its market presence, and increase its capacity to produce the highest-quality sustainable packaging solutions for customers.
"This acquisition strengthens our footprint in the region and supports our long term growth strategy," said Tom Hamic, Executive Vice President and President, Packaging Solutions North America, International Paper. "The Dover facility's strong customer base and strategic location expand our ability to deliver high-quality, sustainable packaging solutions with greater speed and reliability. We look forward to welcoming the team and working closely with customers to ensure a smooth and successful integration."
"We are extremely pleased to see IP step into ownership of the Delmarva Corrugated assets," said Dennis D. Mehiel, DCP President and CEO. "We cannot think of an organization better suited to help the team in Dover achieve the full potential of the business, and we are highly confident this transaction will benefit all of DCP's stakeholders."
The acquisition aligns with International Paper's strategy to maximize value creation for customers, shareholders and employees.
About International Paper (NYSE: IP; LSE: IPC)
International Paper creates sustainable packaging solutions that enable our customers, teammates and shareowners to thrive in an ever-changing world. We are a leader in corrugated packaging, partnering with customers across industries to protect what matters most, strengthen supply chains and create lasting value. Learn more at internationalpaper.com.
Key Takeaways International Paper acquired Delmarva Corrugated Packaging in Dover, DE.IP said that the deal expands its footprint across the growing East Coast market.The Dover facility boosts IP's packaging capacity with a strong customer base and location. International Paper Company (IP - Free Report) announced the acquisition of Delmarva Corrugated Packaging in Dover, DE. The transaction is set to expand International Paper’s footprint across the expanding East Coast market. This initiative is part of IP’s strategy to maximize value creation for its customers and shareholders.
IP will gain from the Dover facility's strong customer base and strategic location, which will aid the company’s capabilities and boost its capacity to produce the highest-quality sustainable packaging solutions.
IP’s Focus on GrowthIn 2025, International Paper went through a transformation to simplify its portfolio, sharpen its regional focus and boost earnings. This included the integration of the DS Smith acquisition that was completed in January 2025. The move created a global leader in sustainable packaging solutions, focusing on the North America and EMEA markets.
International Paper offers a stronger portfolio of sustainable packaging solutions, and enhanced offerings, innovation and geographic presence. By the end of 2025, the company executed approximately $710 million in full run-rate cost-out actions, including synergy benefits attributable to the DS Smith combination.
The company had earlier announced plans to separate its PS North America and PS EMEA operations into two independent, publicly traded companies. The transaction is intended to create two scaled regional leaders in packaging solutions, each supported by dedicated management teams, distinct business models and attractive financial profiles.
International Paper’s Q1 PerformanceIP posted adjusted operating earnings of 15 cents per share for the first quarter of 2026, missing the Zacks Consensus Estimate of earnings of 18 cents by 16.7%. The figure declined 11.8% from earnings of 17 cents a year ago.
Net sales were $5.97 billion, rising 13.4% year over year but missing the consensus mark of $6.05 billion by 1.2%.
IP Stock’s Price PerformanceThe company’s shares have lost 37.2% in the past year compared with the industry’s 22.2% decline. Meanwhile, the Zacks Basic Materials sector and the S&P 500 have rallied 41.4% and 30.5%, respectively.
Image Source: Zacks Investment Research
International Paper’s Zacks Rank & Stocks to ConsiderIP currently carries a Zacks Rank #5 (Strong Sell).
Some better-ranked stocks from the basic materials space are Albemarle Corporation (ALB - Free Report) , Air Products and Chemicals, Inc. (APD - Free Report) and Avino Silver & Gold Mines Ltd. (ASM - Free Report) . ALB flaunts a Zacks Rank #1 (Strong Buy) at present, and APD and ASM carry a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.
Albemarle has an average trailing four-quarter earnings surprise of 74.5%. The Zacks Consensus Estimate for the company’s 2026 earnings is pegged at $12.45 per share, indicating year-over-year growth from a loss of 79 cents. ALB shares have skyrocketed 201% so far this year.
The Zacks Consensus Estimate for Air Products and Chemicals’ current-year earnings is pegged at $13.20 per share, indicating a 9.7% year-over-year rise. APD has an average trailing four-quarter earnings surprise of 2.9%. Air Products and Chemicals’ shares have gained 8.6% so far this year.
Avino Silver has an average trailing four-quarter earnings surprise of 125%. The Zacks Consensus Estimate for Avino Silver’s 2026 earnings is pegged at 39 cents per share, indicating 34.5% year-over-year growth. Its shares have surged 141% in a year.
Key Takeaways Synopsys is set to report Q2 FY26 results on May 27, with revenues expected to rise 40.3% year over year.Synopsys is benefiting from rising AI, 5G, IoT and cloud-related semiconductor demand.SNPS faces headwinds from weaker design starts and execution challenges in its IP business. Synopsys (SNPS - Free Report) is scheduled to report second-quarter fiscal 2026 results on May 27, after market close.
Synopsys expects non-GAAP earnings per share between $3.11 and $3.17. The Zacks Consensus Estimate for fiscal second-quarter earnings is pinned at $3.17 per share, which indicates a year-over-year decrease of 13.6%.
The company anticipates revenues between $2.225 billion and $2.275 billion for the fiscal second quarter. The Zacks Consensus Estimate is pegged at $2.25 billion, which suggests a rise of 40.3% from the year-ago period's reported figure.
In the trailing four quarters, SNPS’ earnings surpassed the Zacks Consensus Estimate thrice while missing the same on one occasion, with an average surprise of 1.5%.
Factors Influencing Synopsys’ Q2 ResultsSynopsys is gaining from the multi-trillion-dollar AI infrastructure expansion, which is driving complex AI semiconductor demand and the need for advanced design tools. Increased adoption of Synopsys.ai among chip manufacturers and vendors is anticipated to have boosted top-line growth during the reported quarter.
The increasing use of AI, IoT, 5G and cloud technology is likely to have driven demand for Synopsys’ solutions in the to-be-reported quarter. Robust design investments in Synopsys’ ARC processors by automotive companies, as well as the strong adoption of security solutions for interfaces like CXL, PCI Express and DDR, are likely to aid its second-quarter results.
Given its strong portfolio, SNPS is likely to have gained from the strong bookings momentum and revenue visibility in the to-be-reported quarter. The acquisition of Ansys has already enabled Synopsys to bridge digital and physical design, creating cross-sell potential that is likely to have driven SNPS’ top-line growth in the fiscal second quarter.
However, weakness in consumer, automotive and industrial markets, where the company is witnessing subdued demand for design starts, is likely to have remained a headwind in the fiscal second quarter. Further, Synopsys’ Intellectual Property (IP) business is also going through a transitional phase, where any delays in delivering certain IP titles and execution challenges related to hyperscaler engagements could weigh on the company’s overall growth in the second quarter.
Further, tightening budgets among corporations due to ongoing macroeconomic challenges and unfavorable currency exchange rates are expected to have partially offset the positive impacts of the growth drivers. SNPS is also struggling in Chinese markets, which might have posed an investor concern in the to-be-reported quarter.
What Our Model Says About SNPSOur proven model does not conclusively predict an earnings beat for SNPS this season. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the chances of an earnings beat. However, that’s not the case here.
SNPS has an Earnings ESP of 0.00% and carries a Zacks Rank #3 at present. You can uncover the best stocks to buy or sell before they’re reported with our Earnings ESP Filter.
Stocks to ConsiderHere are some companies worth considering, as our model shows that these have the right combination of elements to beat on earnings in their upcoming releases:
Dell Technologies (DELL - Free Report) has an Earnings ESP of +3.51% and carries a Zacks Rank #2 at present. You can see the complete list of today’s Zacks #1 Rank stocks here.
Dell Technologies is set to report first-quarter fiscal 2027 results on May 28. The Zacks Consensus Estimate for Dell Technologies’ first-quarter fiscal 2027 earnings is pegged at $3.00 per share, up by 3 cents over the past seven days, indicating a rise of 93.6% from the year-ago quarter’s reported figure.
Salesforce, Inc. (CRM - Free Report) has an Earnings ESP of +1.40% and carries a Zacks Rank #2 at present.
Salesforce is scheduled to report first-quarter fiscal 2027 results on May 27. The Zacks Consensus Estimate for Salesforce’s first-quarter fiscal 2027 earnings is pegged at $3.12 per share, unchanged over the past 30 days, indicating a rise of 20.9% from the year-ago quarter’s reported figure.
Autodesk (ADSK - Free Report) has an Earnings ESP of +0.35% and carries a Zacks Rank of 3 at present.
Autodesk is slated to report first-quarter fiscal 2027 results on May 28. The Zacks Consensus Estimate for ADSK’s first-quarter fiscal 2027 earnings is pegged at $2.84 per share, unchanged over the past 30 days, indicating a rise of 24% from the year-ago quarter’s reported figure.
, /PRNewswire/ -- Last week, International Paper (NYSE: IP; LSE: IPC) celebrated the groundbreaking of its new sustainable packaging facility in Rankin County, Mississippi, marking a major milestone in the company's strategic growth and long-term investment in the Mid-South region.
Experience the full interactive Multichannel News Release here: https://www.multivu.com/international-paper/9366051-en-international-paper-breaks-ground-on-new-sustainable-packaging-facility-rankin-county-mississippi
International Paper Breaks Ground on New Sustainable Packaging Facility in Rankin County, Mississippi
Mississippi Governor Tate Reeves Celebrates International Paper's New $225 Million Investment in Rankin County.
International Paper Employees Break Ground on New Sustainable Packaging Plant in Brandon, Mississippi.
“This groundbreaking represents an important step forward for International Paper, our customers, and the communities we serve across the Mid-South,” said Keith Townsend, group vice president and general manager, IP North America Packaging Solutions East.
IP leaders, state and local officials, customers, project stakeholders, and community partners gathered on Wednesday, May 20, in Brandon, Mississippi, to celebrate the groundbreaking of a new $225 million packaging facility.
”IP's $225 million investment is a monumental win for our economy, secures 150 high-quality manufacturing jobs for our workforce, and positions Rankin County as the premier hub for industrial investments in Mississippi and the Southeast. We are proud to partner with International Paper as they build for the future right here in our community,” said Noel Daniels, Chairman, Rankin First Economic Development Authority.
IP's new facility in Brandon, MS. will serve a wide range of industries with sustainable corrugated packaging solutions, designed to protect products, enhance supply chains, and support sustainability goals. Company leaders, state and local officials, customers, project stakeholders, and community partners gathered on Wednesday, May 20, in Brandon, Mississippi, to commemorate the start of the project, which will include construction of a new 468,000-square-foot corrugated packaging plant on an 80-acre site in the East Metro Center.
The $225 million greenfield facility, located less than 10 miles from International Paper's existing Richland box plant, will strengthen manufacturing and service capabilities across the Mid-South region. Designed to improve reliability, product quality, and cost position, the new facility supports growth in key market segments while reinforcing the company's commitment to operational excellence, sustainability, and customer-focused innovation.
Construction is expected to begin in June 2026, with operations anticipated in the fourth quarter of 2027. Employees at the existing Richland facility are expected to transition to the new plant upon completion.
"This groundbreaking represents an important step forward for International Paper, our customers, and the communities we serve across the Mid-South," said Keith Townsend, group vice president and general manager, IP North America Packaging Solutions East. "The Brandon facility will strengthen our manufacturing network with modern capabilities designed to improve safety, reliability, and operational performance, while positioning us to support long-term growth and deliver even greater value to our customers."
"This is another great day for Brandon, Rankin County, and Mississippi," added Governor Tate Reeves. "Exactly two months ago, we announced International Paper's $225 million investment. Today, we're breaking ground on their new facility. It's another example of Mississippi's 'insane execution speed' and how much momentum our state has. When great companies want to move fast and build big, they come to Mississippi."
"Rankin First and our partners have strategically developed the East Metro Center Industrial Park to attract world-class companies, and seeing a global leader like International Paper choose Rankin County for this state-of-the-art facility validates that vision and work," said Noel Daniels, Chairman, Rankin First Economic Development Authority. "This $225 million investment is a monumental win for our economy, secures 150 high-quality manufacturing jobs for our workforce, and positions Rankin County as the premier hub for industrial investments in Mississippi and the Southeast. We are proud to partner with International Paper as they build for the future right here in our community."
Leaders also highlighted the role of supply chain connectivity and transportation infrastructure in supporting the facility's long-term success.
"We are proud to partner with International Paper on their new box plant in Brandon, Mississippi, located on the CPKC Railway,' said Coby Bullard, CPKC Senior Vice President, Sales & Marketing. "This strategic relationship highlights the benefits of integrated supply chain alignment, anchored by CPKC's seamless, transnational rail network, which provides efficient, sustainable transportation solutions for International Paper to connect with markets across North America while supporting economic development in Brandon and the surrounding region."
The new facility is expected to incorporate the latest advancements in manufacturing safety, automation, and operational efficiency, supporting International Paper's ongoing commitment to delivering value for customers, shareholders, employees, and communities.
About International Paper
International Paper (NYSE: IP; LSE: IPC) is dedicated to empowering customers, teammates, and shareowners to thrive by delivering innovative, sustainable packaging solutions for a changing world. As a trusted leader in corrugated packaging, we collaborate with partners across industries to protect what matters most—strengthening supply chains, advancing sustainability, and creating lasting value for our stakeholders. Discover more at internationalpaper.com.
IP expanding capabilities to serve the growing West Coast region
, /PRNewswire/ -- International Paper (NYSE: IP; LSE: IPC), a leader in sustainable packaging solutions, has completed the acquisition of North Pacific Paper Company (NORPAC), a portfolio company of One Rock Capital Partners, for $360MM.
The acquisition brings together two strong teams, high-quality products, and a shared commitment to serving customers. Adding NORPAC to the International Paper portfolio will enhance system flexibility and expand capabilities.
"Today is an important milestone for the NORPAC team and for Longview as we officially become part of International Paper," said Craig Anneberg, CEO, NORPAC. "I'm proud of our employees for what we've built here, and joining International Paper gives us the opportunity to build on that foundation. We're committed to continuing our role as a strong employer and community partner in Longview."
"We're proud to welcome the NORPAC team to International Paper and look forward to what we will accomplish together," said Tom Hamic, Executive Vice President and President, Packaging Solutions North America, International Paper. "NORPAC is a strong strategic fit for our business and expands our capabilities to support growing customer demand for lightweight high-performance packaging grades while improving service to our West Coast customers."
The acquisition of NORPAC is part of International Paper's strategic transformation to maximize value creation for customers, employees and shareholders.
About International Paper (NYSE: IP; LSE: IPC)
International Paper creates sustainable packaging solutions that enable our customers, teammates and shareowners to thrive in an ever-changing world. We are a leader in corrugated packaging, partnering with customers across industries to protect what matters most, strengthen supply chains and create lasting value. Learn more at internationalpaper.com.
About NORPAC
NORPAC is a Longview, Washington based producer of environmentally sustainable lightweight recycled packaging papers. Having operated for approximately a half-century, NORPAC prides itself on innovation and successful adaptation to changes in society, technology, business and the environment. For more information, visit www.norpacpaper.com
About One Rock Capital Partners, LLC
One Rock makes investments in companies with potential for growth and operational improvement using a rigorous approach that utilizes highly experienced Operating Partners to identify, acquire and enhance businesses in select industries. The involvement of these Operating Partners affords One Rock the ability to conduct due diligence and consummate acquisitions and investments in all types of situations, regardless of complexity. One Rock works collaboratively with company management and its Operating Partners to develop a comprehensive business plan focused on growing the enterprise and its profitability to enhance long-term value. For more information, visit www.onerock.com.
Forward-Looking Statements
This press release contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995, as amended. Forward-looking statements can be identified by the use of forward-looking or conditional words such as "intend," "look," "may," "will," "remain," and "plan" or similar expressions. These forward-looking statements reflect management's current views and are subject to risks and uncertainties that could cause actual results and the timing of events to differ materially from those expressed or implied in these forward-looking statements. These risks and uncertainties include the risk of the Company's ability to achieve the desired outcome and realize the anticipated benefits from the acquisition. These forward-looking statements are also subject to the risks and uncertainties contained in the Company's Annual Report on Form 10-K for the fiscal year ended December 31, 2025, filed with the U.S. Securities and Exchange Commission ("SEC") on February 21, 2026, and subsequent reports filed with the SEC. In addition, other risks and uncertainties not presently known to the Company or that we currently believe to be immaterial could affect the accuracy of any forward-looking statements. The Company undertakes no obligation to publicly update any forward-looking statements contained in this press release, whether as a result of new information, future events or changes in expectations.
Key Takeaways International Paper acquired NORPAC for $360 million to support its strategic transformation.IP gains a mill producing about 1 million tons of containerboard and other paper grades annually.NORPAC strengthens IP's West Coast presence and supports demand for lightweight packaging. International Paper Company (IP - Free Report) announced that it acquired a portfolio company of One Rock Capital Partners, North Pacific Paper Company (“NORPAC”). The deal is in sync with International Paper's strategic transformation to maximize value creation for customers, shareholders and employees.
The deal was set at $360 million. Based in the United States, NORPAC is a paper manufacturer with 500 employees at its paper mill. With three industry-leading machines at its paper mill, NORPAC generates about one million tons of containerboard and other grades annually.
NORPAC's facility complements IP's existing mill system, helping the company increase system flexibility and reduce costs. IP will gain from NORPAC's attractive customer base, location and operational capabilities. The addition of NORPAC will aid International Paper’s ability to meet the rising demand for lightweight, high-performance packaging and expand services in the growing West Coast region.
IP’s Focus on Portfolio ExpansionLast month, International Paper announced the acquisition of Delmarva Corrugated Packaging in Dover, DE. The transaction is set to expand International Paper’s footprint across the expanding East Coast market.
IP will gain from the Dover facility's strong customer base and strategic location, which will aid the company’s capabilities and boost its capacity to produce the highest-quality sustainable packaging solutions.
International Paper’s Q1 PerformanceIP posted adjusted operating earnings of 15 cents per share for the first quarter of 2026, missing the Zacks Consensus Estimate of earnings of 18 cents by 16.7%. The figure declined 11.8% from earnings of 17 cents a year ago.
Net sales were $5.97 billion, rising 13.4% year over year but missing the consensus mark of $6.05 billion by 1.2%.
IP Stock's Price PerformanceInternational Paper's shares have lost 25% in the past year compared with the industry's 11.7% decline. During this time, the Basic Materials sector has jumped 43.1%, whereas the S&P 500 has grown 30.9%.
Image Source: Zacks Investment Research
International Paper’s Zacks Rank & Stocks to ConsiderIP currently carries a Zacks Rank #5 (Strong Sell).
Some better-ranked stocks from the basic materials space are Albemarle Corporation (ALB - Free Report) , Air Products and Chemicals, Inc. (APD - Free Report) and Avino Silver & Gold Mines Ltd. (ASM - Free Report) . ALB sports a Zacks Rank #1 (Strong Buy) at present, whereas APD and ASM carry a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.
Albemarle has an average trailing four-quarter earnings surprise of 74.5%. The Zacks Consensus Estimate for the company’s 2026 earnings is pegged at $12.45 per share, indicating year-over-year growth from a loss of 79 cents. ALB shares have skyrocketed 181% so far this year.
The Zacks Consensus Estimate for Air Products and Chemicals’ current-year earnings is pegged at $13.20 per share, indicating a 9.7% year-over-year rise. APD has an average trailing four-quarter earnings surprise of 2.9%. Air Products and Chemicals’ shares have gained 3.7% in a year.
Avino Silver has an average trailing four-quarter earnings surprise of 125%. The Zacks Consensus Estimate for Avino Silver’s 2026 earnings is pegged at 39 cents per share, indicating 34.5% year-over-year growth. Its shares have surged 90.5% in a year.
BOSTON, June 11, 2026 (GLOBE NEWSWIRE) -- IP Fabric, the leading network digital twin platform, today announced the appointment of Jonathan Korntheuer as Chief Financial Officer (CFO). Korntheuer joins the company after more than six years at growth equity firm One Peak, where he helped lead the firm’s investment in IP Fabric and served on the company’s board of directors.
As CFO, Korntheuer will oversee IP Fabric’s global finance organization and help guide the company’s growth as enterprises increasingly invest in infrastructure automation and AI-driven initiatives. His combination of investor experience and operational focus, along with his long-standing relationship with IP Fabric, brings a unique perspective to the executive team as the company continues to scale globally.
“Having worked closely with us as an investor and board member for several years, he understands our vision, our technology and the opportunity ahead,” said Pavel Bykov, CEO and co-founder of IP Fabric. “Jonathan’s experience in scaling high-growth software companies will be invaluable as we continue to broaden our market presence and execute on our long-term growth strategy.”
Korntheuer joins IP Fabric as organizations race to adopt AI across increasingly complex hybrid environments. IP Fabric’s network digital twin platform continuously discovers, models and validates network and infrastructure environments, providing the trusted data foundation and assurance capabilities needed to support trustworthy automation, improve resilience and reduce operational risk, all while driving down capital expenditures and operational costs.
“The adoption of AI across enterprise IT is increasing the need for trusted infrastructure intelligence,” said Korntheuer. “Organizations cannot automate what they do not fully understand. IP Fabric provides the visibility and assurance needed to confidently scale automation and AI-driven operations. Having supported the company as an investor and board member, I’ve seen firsthand the strength of the team, the product and the market opportunity. I look forward to supporting IP Fabric’s next stage of growth.”
Korntheuer’s appointment marks the latest step in IP Fabric’s continued investment in leadership and ongoing commitment to top talent as the company scales globally. Over the past year, IP Fabric has expanded its executive team with key hires across product and technology management tiers, including the recent additions of Chief Technology Officer Petr Podrouzek and Vice President of Product Miguel Pinto. This expansion solidifies the company’s ability to empower customers as they modernize infrastructure operations and navigate an AI-driven future.
Learn more on the IP Fabric website.
About IP Fabric
IP Fabric is the leading network digital twin platform, offering a continuously validated view of cloud, network and security systems to improve stability, security and spend. Within minutes, the platform creates a unified view of devices, state, configurations and interdependencies, normalizing multi-vendor data and revealing operational truth through automated intent checks. By uncovering risks and providing actionable insights, IP Fabric empowers enterprises to accelerate IT and business transformation while reducing costs. Trusted by industry leaders like Red Hat, Major League Baseball and Air France, IP Fabric delivers the foundation for end-to-end network governance. Learn more at ipfabric.io and follow the company on LinkedIn.
On June 11, 2026, International Paper Co IP shares rose 9.7% to a current price of $34.95. This price movement comes within a 52-week range of $29.26 to $56.13, highlighting the stock's recent volatility.
GF Value™ verdict: The current price is $34.95, which is 20.0% below the GF Value™ estimate of $43.69.GF Score™ is 64/100, indicating an above-average potential for long-term returns.Most notable signal: Insiders have recently bought $1.3M worth of shares in the last three months, with no selling activity. Is IP Overvalued or Undervalued? International Paper Co IP currently trades at $34.95, which is significantly below the GF Value™ estimate of $43.69, suggesting that the stock is undervalued by approximately 20.0%. This margin of safety presents a potential investment opportunity; however, it is essential to consider the broader context of the company's financial strength and market conditions. The GF Valuation label denotes the stock as "Modestly Undervalued," indicating that while there is room for price appreciation, various factors could impact the stock's performance moving forward.
GF Value™ is GuruFocus' proprietary measure of intrinsic value, calculated from historical trading multiples, past business growth, and future performance estimates. An undervalued stock can provide a favorable risk-reward scenario but requires due diligence to understand the underlying financial health and growth prospects.
How Does IP's Valuation Compare to Its History? Metric Current Historical P/E (TTM) 25.2x 18.6x Currently, IP's trailing twelve months (TTM) P/E ratio stands at 25.2x, which is significantly higher than its 5-year median P/E of 18.6x. This indicates that the stock is trading above its historical valuation metrics. Such a premium P/E might suggest that the market's future growth expectations for the company are elevated, which aligns with a cautious interpretation of the GF Value™ verdict. While the stock is undervalued based on intrinsic value estimates, the elevated P/E ratio raises questions about the sustainability of future growth rates and profitability.
What Does IP's GF Score™ Tell Us? Metric Rating GF Score™ 64/100 Financial Strength 5/10 Profitability 6/10 Growth 3/10 Valuation 8/10 Momentum 2/10 The GF Score™ of 64/100 suggests that International Paper Co has above-average potential for long-term returns. The strongest aspect of the score is its Valuation rank of 8/10, indicating it is relatively undervalued compared to peers. However, the Growth rank of 3/10 and a Financial Strength rating of 5/10 highlight potential concerns regarding the company’s ability to expand and maintain financial stability. The low Momentum rank of 2/10 further suggests that the stock may face challenges in maintaining upward price trends in the near term.
What Are Insiders Doing with IP Stock? Recent insider activity has shown that insiders have purchased approximately $1.3 million worth of shares in the last three months, with no recorded selling. This pattern of buying could indicate that insiders are confident in the company's future prospects, which can be a positive signal for potential investors. However, it is essential to remain cautious, as insider purchases do not guarantee stock performance and can sometimes be motivated by factors unrelated to company fundamentals.
What This Means for Investors Based on the GF Value™ assessment, International Paper Co IP appears to be undervalued at the current price of $34.95. The 20.0% margin below the GF Value™ estimate of $43.69 provides a potential investment opportunity, albeit with the understanding of various risks that may affect the company's performance going forward.
For the complete analysis, visit the International Paper Co IP stock page. You can also explore the GF Value™ page for detailed valuation methodology, or use the GuruFocus Stock Screener to find similar opportunities.
Frequently Asked Questions What is IP's GF Score™?
IP's GF Score™ is 64/100, indicating that it is positioned above average in terms of potential long-term returns compared to its peers.
Is IP overvalued or undervalued?
IP is currently undervalued, trading at $34.95, which is 20.0% below the GF Value™ estimate of $43.69.
What is IP's P/E ratio?
The P/E ratio for IP is currently 25.2x, which is above its 5-year median P/E of 18.6x, suggesting that the stock is trading at a premium compared to its historical valuation.
This stock alert was generated using automated technology and GuruFocus financial data to provide readers with timely and accurate market reporting. This content was reviewed by GuruFocus editorial team prior to publication. Please send any questions or comments about this story to [email protected].
