IP

INTERNATIONAL PAPER CO /NEW/

OTC · Paper Mills · Inc. NY · CIK 0000051434
$36.15 +3.43% $19.1B
Insider Buying Cluster (2 insiders)27 New Institutional Positions23 Institutional Exits
Vol
Market Cap$19.1B
Cap SizeLarge Cap
Analyst ConsensusStrong Buy (71%)
Inst. Holders50 funds
Inst. Value$12.4B
Inst. Activity27 buys / 23 sells
Insider Activity5B / 0S
Insider Net $$4.3M
Reddit Sentiment75° Bullish
SEC Reports3
Exchange OTC·Sector Paper Mills·Inc. NY·CIK 0000051434·Prev Close $34.95

Recent Activity

Jun 12, 2026 short_volume
Short Volume: IP — 62.9% short (1.8M / 2.9M)
Short: 1,849,946 | Exempt: 325 | TRF Vol: 2,938,755 | Short Ratio: 62.9% | Off-exchange volume (dark
May 12, 2026 Insider
Connor Christopher M was granted 11,414 shares
Director
May 12, 2026 Insider
Tozier Scott was granted 5,298 shares
Director
May 12, 2026 Insider
Beggs Jamie A. was granted 10,506 shares
Director
May 5, 2026 SEC
International Paper (IP) was involved in two unrelated court matters: (1) a California PAGA wage-and-hour case remanded
COURT-RULING — Impact 2/10
May 5, 2026 SEC
The court denied plaintiff's motion to remand a California wage-and-hour class action against International Paper to sta
COURT-RULING — Impact 2/10
Feb 26, 2026 SEC
International Paper Company announced that its CEO, Andy Silvernail, would speak at the Bank of America Securities 2026
8-K — Impact 4/10
Inst.
Capital Research Global Investors — ADD
78,495,599 shares ($2.8B)

Price Targets

$39.36 +8.9% upside Buy
Current $36.15 Low $32.00 Median $39.00 High $45.00 11 analysts
$32.00 $45.00

Analyst Ratings

Buy71% buy · 21 analysts
6Strong Buy
9Buy
5Hold
1Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
May 4, 2026 UBS MAINTAIN Neutral → Neutral
May 4, 2026 Citigroup MAINTAIN Buy → Buy
May 4, 2026 Wells Fargo UPGRADE Equal-Weight → Overweight
May 1, 2026 Seaport Global UPGRADE Neutral → Buy
May 1, 2026 JP Morgan MAINTAIN Neutral → Neutral

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $-0.04 ▼ -116.5% $-0.11 — $0.01 -121% YoY 9
Next Q $0.53 ▼ -6.4% $0.37 — $0.66 223% YoY 9
Current FY $1.38 ▼ -14.4% $1.20 — $1.52 792% YoY 11
Next FY $2.68 ▼ -5.9% $2.15 — $3.11 94% YoY 12

Top Institutional Holders

FundValueMove
Capital Research Global Investors$2.8BADD
BlackRock, Inc.$1.7B
Capital International Investors$1.3BTRIM
VANGUARD CAPITAL MANAGEMENT LLC$1.2B
STATE STREET CORP$1.1B

Recent Insider Trades

DateInsiderTypeValue
May 12, 2026Connor ChristopherA$0.00
May 12, 2026Tozier ScottA$0.00
May 12, 2026Beggs JamieA$0.00
May 12, 2026Lewis ClintonA$0.00
May 12, 2026Vincent AntonA$0.00

Reddit Sentiment

75°
Bullish
Bearish Neutral Bullish
32 mentions 20 bullish 2 bearish
50 institutional holders with $12.4B total value (347,477,311 shares) as of 2026-Q1. Top holders: Capital, BlackRock,, Capital. Net buying activity: 27 institutions added/increased vs 23 reduced.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1Capital Research Global Investors78,495,599$2.8B22.6%ADD +43.9%
2BlackRock, Inc.46,226,446$1.7B13.3%
3Capital International Investors36,671,683$1.3B10.5%TRIM -42.2%
4VANGUARD CAPITAL MANAGEMENT LLC34,324,735$1.2B9.9%
5STATE STREET CORP30,810,312$1.1B8.9%
6VANGUARD PORTFOLIO MANAGEMENT LLC24,999,814$892.5M7.2%
7Invesco Ltd.12,492,204$446.0M3.6%
8FRANKLIN RESOURCES INC11,376,729$406.1M3.3%
9GOLDMAN SACHS GROUP INC7,063,279$252.2M2.0%
10MORGAN STANLEY6,898,353$246.3M2.0%
11DIMENSIONAL FUND ADVISORS LP4,202,930$150.0M1.2%
12CHARLES SCHWAB INVESTMENT MANAGEMENT INC3,942,105$140.7M1.1%
13MASSACHUSETTS FINANCIAL SERVICES CO /MA/3,290,493$119.6M1.0%
14BANK OF AMERICA CORP /DE/3,229,047$115.3M0.9%
15VANGUARD FIDUCIARY TRUST CO2,972,940$106.1M0.9%
16Legal & General Group Plc2,685,966$95.8M0.8%
17M&G Plc2,559,390$90.2M0.7%
18Nuveen, LLC2,226,339$79.5M0.6%
19Amundi2,023,566$72.2M0.6%ADD +30.2%
20BARCLAYS PLC1,992,477$71.1M0.6%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
Capital Research Global InvestorsADD54,535,44478,495,599+43.9%$2.8B2026-Q1
Capital International InvestorsTRIM63,413,33536,671,683-42.2%$1.3B2026-Q1
AmundiADD1,554,0212,023,566+30.2%$72.2M2026-Q1
AMERIPRISE FINANCIAL INCTRIM2,511,3051,806,514-28.1%$64.5M2026-Q1
FMR LLCNEAR_EXIT3,176,131779,693-75.5%$27.8M2026-Q1
MARSHALL WACE, LLPDOUBLED18,590779,298+4092.0%$27.8M2026-Q1
RENAISSANCE TECHNOLOGIES LLCNEW652,500$23.3M2026-Q1
TUDOR INVESTMENT CORP ET ALADD284,399544,220+91.4%$19.4M2026-Q1
Russell Investments Group, Ltd.TRIM724,958492,178-32.1%$17.6M2026-Q1
SEI INVESTMENTS COADD313,005461,282+47.4%$16.5M2026-Q1
NORDEA INVESTMENT MANAGEMENT ABTRIM708,620450,767-36.4%$15.8M2026-Q1
STATE OF WISCONSIN INVESTMENT BOARDADD306,295420,127+37.2%$15.0M2026-Q1
VICTORY CAPITAL MANAGEMENT INCADD247,206388,177+57.0%$13.9M2026-Q1
Korea Investment CORPDOUBLED93,063371,958+299.7%$13.3M2026-Q1
Allspring Global Investments Holdings, LLCTRIM865,286324,716-62.5%$11.6M2026-Q1
ADAGE CAPITAL PARTNERS GP, L.L.C.TRIM1,112,692320,692-71.2%$11.4M2026-Q1
Neuberger Berman Group LLCTRIM437,298218,336-50.1%$7.8M2026-Q1
Cresset Asset Management, LLCDOUBLED20,778184,106+786.1%$6.6M2026-Q1
NISSAY ASSET MANAGEMENT CORP /JAPANTRIM252,947180,030-28.8%$6.4M2026-Q1
FIFTH THIRD BANCORPDOUBLED19,354146,080+654.8%$5.2M2026-Q1
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.DOUBLED48,081139,156+189.4%$5.0M2026-Q1
D.A. DAVIDSON & CO.ADD106,338137,856+29.6%$4.9M2026-Q1
JANUS HENDERSON GROUP PLCADD65,981116,650+76.8%$4.2M2026-Q1
NATIONAL BANK OF CANADA /FI/TRIM232,310116,362-49.9%$4.2M2026-Q1
Gotham Asset Management, LLCADD79,942105,484+32.0%$3.8M2026-Q1
16 unique insiders with 33 transactions. Net insider value: $4.3M ($4.3M bought, $0.00 sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
May 12, 2026Connor Christopher MDirectorAWARD11,414
May 12, 2026Tozier ScottDirectorAWARD5,298
May 12, 2026Beggs Jamie A.DirectorAWARD10,506
May 12, 2026Lewis Clinton A. Jr.DirectorAWARD10,809
May 12, 2026Vincent Anton V.DirectorAWARD10,203
May 12, 2026SULLIVAN KATHRYN DDirectorAWARD7,901
May 12, 2026GUSTAFSSON ANDERSDirectorAWARD11,112
May 12, 2026Hinman Jacqueline C.DirectorAWARD5,298
May 12, 2026Dorduncu Ahmet CDirectorAWARD5,298
May 12, 2026Dorduncu Ahmet CDirectorTAX W/H1,186$32.47$38.5K
May 12, 2026ROBBIE DAVID A.DirectorAWARD5,298
May 12, 2026ROBBIE DAVID A.DirectorTAX W/H1,233$32.47$40.0K
May 1, 2026Tozier ScottDirectorBUY10,000$31.30$313.0K
Apr 1, 2026Goughnour Holly G.VP & Chief Accounting OfficerTAX W/H1,273$35.70$45.4K
Apr 1, 2026Hamic William ThomasExec. VP & PresidentTAX W/H12,666$35.70$452.2K
Apr 1, 2026Loeffler LanceSenior VP & CFOTAX W/H2,703$35.70$96.5K
Mar 12, 2026GUSTAFSSON ANDERSDirectorBUY13,217$37.83$500.0K
Mar 11, 2026GUSTAFSSON ANDERSDirectorBUY12,875$38.84$500.0K
Feb 9, 2026Hamic William ThomasExec. VP & PresidentTAX W/H15,312$46.58$713.2K
Feb 9, 2026Hamic William ThomasExec. VP & PresidentAWARD43,225$46.58$2.0M
Feb 9, 2026Goughnour Holly G.VP & Chief Accounting OfficerTAX W/H1,543$46.58$71.9K
Feb 9, 2026Goughnour Holly G.VP & Chief Accounting OfficerAWARD6,335$46.58$295.1K
Feb 9, 2026Nicholls Timothy SExec. VP & PresidentTAX W/H18,887$46.58$879.8K
Feb 9, 2026Nicholls Timothy SExec. VP & PresidentAWARD52,230$46.58$2.4M
Feb 9, 2026Saab Joseph R.SVP, GC and Corp. SecretaryTAX W/H7,268$46.58$338.5K
Feb 9, 2026Saab Joseph R.SVP, GC and Corp. SecretaryAWARD24,314$46.58$1.1M
Feb 1, 2026Nicholls Timothy SExec. VP & PresidentTAX W/H1,371$40.32$55.3K
Feb 1, 2026Saab Joseph R.SVP, GC and Corp. SecretaryTAX W/H857$40.32$34.6K
Feb 1, 2026Nicholls Timothy SExec. VP & PresidentTAX W/H304$40.32$12.3K
Feb 1, 2026Hamic William ThomasExec. VP & PresidentTAX W/H1,271$40.32$51.2K
Feb 1, 2026Goughnour Holly G.VP & Chief Accounting OfficerTAX W/H480$40.32$19.4K
Jan 30, 2026Silvernail Andrew KChief Executive OfficerBUY50,000$39.98$2.0M
Jan 30, 2026Connor Christopher MDirectorBUY25,000$40.37$1.0M

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Buy (71% buy). Based on 21 analysts: 6 strong buy, 9 buy, 5 hold, 1 sell, 0 strong sell.

Analyst Price Targets

$39.36 mean target +8.9% upside Buy (3.00)
$32.00 Low $45.00 High
MetricValue
Current Price$36.15
Target Low$32.00
Target Mean$39.36
Target Median$39.00
Target High$45.00
# Analysts11
RecommendationBuy (3.00)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$-0.04 $-0.11 $0.01 -120.7% -116.5% 0↑ 9↓ $6.2B -7.9% 9
Next Q
2026-09-30
$0.53 $0.37 $0.66 223.1% -6.4% 1↑ 8↓ $6.3B 1.8% 9
Current FY
2026-12-31
$1.38 $1.20 $1.52 791.7% -14.4% 0↑ 10↓ $24.7B 4.7% 11
Next FY
2027-12-31
$2.68 $2.15 $3.11 93.5% -5.9% 3↑ 7↓ $25.6B 3.6% 12

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$-0.041
7d ago$0.157-0.198
30d ago$0.250-0.292
60d ago$0.294-0.335
90d ago$0.294-0.335
9 analyst firms have rated this stock: 3 upgrades, 1 downgrades, 1 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
May 4, 2026 UBS MAINTAIN Neutral Neutral
May 4, 2026 Citigroup MAINTAIN Buy Buy
May 4, 2026 Wells Fargo UPGRADE Equal-Weight Overweight
May 1, 2026 Seaport Global UPGRADE Neutral Buy
May 1, 2026 JP Morgan MAINTAIN Neutral Neutral
May 1, 2026 RBC Capital MAINTAIN Outperform Outperform
Apr 15, 2026 Truist Securities MAINTAIN Buy Buy
Apr 14, 2026 Citigroup MAINTAIN Buy Buy
Apr 10, 2026 UBS MAINTAIN Neutral Neutral
Apr 1, 2026 Deutsche Bank INITIATE Sell Hold
Mar 20, 2026 Wells Fargo MAINTAIN Equal-Weight Equal-Weight
Feb 2, 2026 Citigroup MAINTAIN Buy Buy
Feb 2, 2026 UBS DOWNGRADE Buy Neutral
Jan 30, 2026 RBC Capital MAINTAIN Outperform Outperform
Jan 30, 2026 Wells Fargo UPGRADE Underweight Equal-Weight
Jan 12, 2026 UBS MAINTAIN Buy Buy
Jan 6, 2026 Truist Securities MAINTAIN Buy Buy
Dec 22, 2025 Argus Research MAINTAIN Buy Buy

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 20266951071%
May 1, 20266770162%
Apr 1, 20267760167%
Mar 1, 20267760167%
Feb 1, 20267850171%
Jan 1, 20268841173%
Strong BuyBuyHoldSellStrong Sell

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

75°
Bullish
Bearish Neutral Bullish
32 mentions 20 bullish 2 bearish 30 time periods

Reddit Sentiment History

DateMentionsSentimentBullishBearishThreads
Jun 8, 2026144° Neutral001
Jun 5, 2026150° Neutral001
Jun 5, 2026150° Neutral001
May 28, 2026160° Warm101
May 27, 2026160° Warm101
May 19, 2026150° Neutral001
May 19, 2026150° Neutral001
May 19, 2026160° Warm101
May 19, 2026160° Warm101
May 17, 2026160° Warm101
May 17, 2026160° Warm101
May 14, 2026150° Neutral001
May 13, 2026160° Warm101
May 13, 2026160° Warm101
May 13, 2026156° Neutral001
May 13, 2026144° Neutral001
May 13, 2026144° Neutral001
May 13, 2026267° Warm202
May 13, 2026160° Warm101
May 13, 2026140° Cool011
May 12, 2026140° Cool011
May 11, 2026258° Warm102
May 11, 2026160° Warm101
May 11, 2026160° Warm101
May 6, 2026160° Warm101
May 6, 2026160° Warm101
May 4, 2026160° Warm101
May 4, 2026160° Warm101
May 2, 2026160° Warm101
May 2, 2026160° Warm101
Jun 12, 2026
short_volume
Short Volume: IP — 62.9% short (1.8M / 2.9M)
Short: 1,849,946 | Exempt: 325 | TRF Vol: 2,938,755 | Short Ratio: 62.9% | Off-exchange volume (dark pool + OTC)
Jun 11, 2026
short_volume
Short Volume: IP — 67.8% short (2.1M / 3.1M)
Short: 2,078,555 | Exempt: 1,001 | TRF Vol: 3,064,486 | Short Ratio: 67.8% | Off-exchange volume (dark pool + OTC)
Jun 10, 2026
short_volume
Short Volume: IP — 57.6% short (1.0M / 1.8M)
Short: 1,013,527 | Exempt: 87 | TRF Vol: 1,760,625 | Short Ratio: 57.6% | Off-exchange volume (dark pool + OTC)
Jun 8, 2026
short_volume
Short Volume: IP — 57.0% short (0.7M / 1.2M)
Short: 702,518 | Exempt: 205 | TRF Vol: 1,232,702 | Short Ratio: 57.0% | Off-exchange volume (dark pool + OTC)
Jun 5, 2026
short_volume
Short Volume: IP — 66.0% short (1.0M / 1.6M)
Short: 1,024,469 | Exempt: 2,617 | TRF Vol: 1,552,901 | Short Ratio: 66.0% | Off-exchange volume (dark pool + OTC)
Jun 4, 2026
short_volume
Short Volume: IP — 61.6% short (0.8M / 1.3M)
Short: 814,302 | Exempt: 90 | TRF Vol: 1,321,392 | Short Ratio: 61.6% | Off-exchange volume (dark pool + OTC)
Jun 2, 2026
short_volume
Short Volume: IP — 69.1% short (1.5M / 2.2M)
Short: 1,542,749 | Exempt: 305 | TRF Vol: 2,233,153 | Short Ratio: 69.1% | Off-exchange volume (dark pool + OTC)
May 29, 2026
short_volume
Short Volume: IP — 65.1% short (0.9M / 1.3M)
Short: 877,851 | Exempt: 2 | TRF Vol: 1,349,384 | Short Ratio: 65.1% | Off-exchange volume (dark pool + OTC)
May 27, 2026
short_volume
Short Volume: IP — 58.6% short (1.0M / 1.7M)
Short: 976,030 | Exempt: 80 | TRF Vol: 1,665,559 | Short Ratio: 58.6% | Off-exchange volume (dark pool + OTC)
May 19, 2026
short_volume
Short Volume: IP — 55.6% short (1.0M / 1.8M)
Short: 989,334 | Exempt: 604 | TRF Vol: 1,778,433 | Short Ratio: 55.6% | Off-exchange volume (dark pool + OTC)
May 18, 2026
dark_pool
Dark Pool: IP — 7.1M shares, 98,188 trades
Week starting 2026-05-18. Total ATS volume: 7,064,523 shares across 98,188 trades.
May 15, 2026
short_volume
Short Volume: IP — 59.8% short (1.2M / 2.0M)
Short: 1,201,716 | Exempt: 195 | TRF Vol: 2,011,062 | Short Ratio: 59.8% | Off-exchange volume (dark pool + OTC)
May 14, 2026
short_interest
FTD: IP — 21,237 shares ($0.7M) failed to deliver
Settlement: 20260514, Price: $31.98, FTD Value: $679,159.26, INTERNATIONAL PAPER CO
May 11, 2026
short_volume
Short Volume: IP — 56.1% short (0.9M / 1.6M)
Short: 897,981 | Exempt: 833 | TRF Vol: 1,599,671 | Short Ratio: 56.1% | Off-exchange volume (dark pool + OTC)
May 11, 2026
dark_pool
Dark Pool: IP — 6.6M shares, 107,605 trades
Week starting 2026-05-11. Total ATS volume: 6,598,154 shares across 107,605 trades.
Jan 22, 2026
Enforcement
Josue Sermeno v. International Paper Company
Court ruling from District Court, C.D. California. Docket: 8:25-cv-01892
Jan 22, 2026
Enforcement
Josue Sermeno v. International Paper Company et al.
Court ruling from District Court, C.D. California. Docket: 8:25-cv-02610