International Paper to Post Q4 2025 Earnings of $0.87 Per Share, Zacks Research Forecasts (NYSE:IP)

International Paper (NYSE:IP) – Stock analysts at Zacks Research increased their Q4 2025 earnings per share (EPS) estimates for International Paper in a note issued to investors on Wednesday, October 9th. Zacks Research analyst M. Das now forecasts that the basic materials company will post earnings of $0.87 per share for the quarter, up from their prior forecast of $0.84. The consensus estimate for International Paper’s current full-year earnings is $1.55 per share.

International Paper (NYSE:IP) last announced its earnings results on Wednesday, July 24th. The basic materials company reported $0.55 EPS for the quarter, beating the consensus estimate of $0.41 by $0.14. International Paper had a return on equity of 7.28% and a net margin of 2.34%. The business had revenue of $4.73 billion for the quarter, compared to analysts’ expectations of $4.78 billion. During the same period in the prior year, the business posted $0.59 earnings per share. The firm’s revenue was up 1.1% on a year-over-year basis.

Other research analysts also recently issued research reports about the company. Royal Bank of Canada increased their price target on International Paper from $52.00 to $56.00 and gave the stock an “outperform” rating in a research note on Thursday, July 25th. Seaport Res Ptn upgraded International Paper from a “hold” rating to a “strong-buy” rating in a research note on Friday, June 28th. Wells Fargo & Company raised their target price on International Paper from $43.00 to $45.00 and gave the stock an “equal weight” rating in a research note on Thursday, July 25th. Stifel Nicolaus started coverage on International Paper in a research note on Tuesday, July 9th. They issued a “hold” rating and a $48.70 target price for the company. Finally, Argus upgraded International Paper from a “hold” rating to a “buy” rating and set a $52.00 target price for the company in a research note on Wednesday, August 14th. Three equities research analysts have rated the stock with a hold rating, six have assigned a buy rating and one has issued a strong buy rating to the company. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $50.46.

International Paper Price Performance

International Paper stock opened at $47.73 on Monday. The stock has a market capitalization of $16.58 billion, a price-to-earnings ratio of 97.41 and a beta of 1.04. International Paper has a 52-week low of $31.76 and a 52-week high of $50.68. The stock’s 50 day moving average price is $47.79 and its two-hundred day moving average price is $44.03. The company has a debt-to-equity ratio of 0.62, a quick ratio of 1.17 and a current ratio of 1.59.

Institutional Inflows and Outflows

Several hedge funds and other institutional investors have recently made changes to their positions in the stock. Kapitalo Investimentos Ltda bought a new position in shares of International Paper during the 3rd quarter valued at about $312,000. Creative Planning boosted its holdings in shares of International Paper by 6.6% during the 3rd quarter. Creative Planning now owns 72,925 shares of the basic materials company’s stock valued at $3,562,000 after purchasing an additional 4,500 shares during the last quarter. Wesbanco Bank Inc. boosted its holdings in shares of International Paper by 11.7% during the 3rd quarter. Wesbanco Bank Inc. now owns 20,352 shares of the basic materials company’s stock valued at $994,000 after purchasing an additional 2,134 shares during the last quarter. ORG Wealth Partners LLC bought a new position in shares of International Paper during the 3rd quarter valued at about $88,000. Finally, Exchange Traded Concepts LLC boosted its holdings in shares of International Paper by 677.5% during the 3rd quarter. Exchange Traded Concepts LLC now owns 1,555 shares of the basic materials company’s stock valued at $76,000 after purchasing an additional 1,355 shares during the last quarter. Institutional investors own 81.95% of the company’s stock.

Insider Activity at International Paper

In other news, VP Holly G. Goughnour sold 5,000 shares of the stock in a transaction on Friday, September 6th. The stock was sold at an average price of $47.22, for a total transaction of $236,100.00. Following the transaction, the vice president now directly owns 16,788 shares of the company’s stock, valued at $792,729.36. This represents a 0.00 % decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. In other news, VP Holly G. Goughnour sold 5,000 shares of the company’s stock in a transaction on Friday, September 6th. The stock was sold at an average price of $47.22, for a total value of $236,100.00. Following the completion of the sale, the vice president now directly owns 16,788 shares in the company, valued at $792,729.36. This represents a 0.00 % decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at this link. Also, Director Kathryn D. Sullivan sold 600 shares of the company’s stock in a transaction on Wednesday, July 31st. The stock was sold at an average price of $46.26, for a total value of $27,756.00. Following the completion of the sale, the director now owns 41,602 shares of the company’s stock, valued at $1,924,508.52. This trade represents a 0.00 % decrease in their ownership of the stock. The disclosure for this sale can be found here. In the last three months, insiders have sold 18,840 shares of company stock valued at $905,294. 0.55% of the stock is owned by corporate insiders.

International Paper Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Monday, December 16th. Investors of record on Friday, November 15th will be given a $0.4625 dividend. The ex-dividend date is Friday, November 15th. This represents a $1.85 annualized dividend and a yield of 3.88%. International Paper’s dividend payout ratio (DPR) is presently 377.55%.

About International Paper

International Paper Company produces and sells renewable fiber-based packaging and pulp products in North America, Latin America, Europe, and North Africa. It operates through two segments, Industrial Packaging and Global Cellulose Fibers. The company offers linerboard, medium, whitetop, recycled linerboard, recycled medium and saturating kraft; and pulp for a range of applications, such as diapers, towel and tissue products, feminine care, incontinence, and other personal care products, as well as specialty pulps for use in textiles, construction materials, paints, coatings, and others.