SecBot SecBot

IP

INTERNATIONAL PAPER CO
NYSE· Paper Mills· Inc. NY· CIK 0000051434 Materials & Mining
$33.40 +0.21 (+0.63%)
Oct 26 4:00 PM ET · prev $33.19
Market cap
$17.8B
Large cap
Consensus
Buy
81% Buy or better · 21 analysts
Median target
$45.00
+35% · range $35.00–62.00
Next earnings
Oct 28
in 1 day
1 year
−30.7%
from $48.19 · Oct 27
30 days
−1.8%
from $34.00
52-week range
$29.38–49.19
−32% from high · low May 19
Avg volume 20D
5.46M
shares / day
Short interest
🔒 Subscribers only
Insider net
+$3.2M
4 buyers · 2 sellers · 12 mo
New fund stakes
1
Q2 2026 13F · 1 exit
Reddit crowd
50°
Neutral · 1 mention this week
SecBot read MIXED 3 reports · 90 days
Balance 0 bearish · 0 bullish · 1 mixed · 2 neutral oldest → newest, height = score
Avg score ·High conf. 2/3 ·Next Earnings date, Oct 28, 2026

Price

Daily candles with volume. Pins mark insider trades, rating changes, 13F stakes, reports, catalysts and short-interest jumps.

  • B Jan 30 2 insiders buy $3.0M at $40.11
  • B Mar 11 to Mar 12 2 days of insider buys: $1.0M by 1 insider, avg $38.33
  • B May 1 1 insider buy $313.0K at $31.30
  • A May 1 Seaport Global upgrades
  • A May 4 Wells Fargo upgrades
  • A Jul 28 JP Morgan upgrades
  • A Jul 31 Deutsche Bank upgrades
  • S Aug 4 to Aug 7 2 days of insider sells: $1.2M by 2 insiders, avg $41.29

Signal stack

Where each data set points today.

  • InsidersBULLISH

    4 insiders bought $4.3M at an average $38.90. 2 insiders sold $1.2M. Price is 14% below their cost.

  • InstitutionsBULLISH

    Q2 2026: 64 added (1 new), 42 trimmed or exited. Largest new: Banco Santander, S.A $14.1M.

  • AnalystsBULLISH

    17 of 21 rate it Buy or better. Every target is above the price.

  • TrendDOWNTREND

    6% below its 50-day average.

  • SocialQUIET

    Crowd 50° (neutral) this week from 1 mention: 0 bullish, 0 bearish. No setup call.

Who's buying

13F· Q2 2026
1
new positions
1
exit
$14.1M
in new stakes
FundMoveSharesValue
Capital International InvestorsTRIM19,562,612$745.3M
Bank of New York Mellon CorpADD18,097,056$689.5M
GOLDMAN SACHS GROUP INCADD11,365,588$433.0M
MILLENNIUM MANAGEMENT LLCDOUBLED3,547,334$135.2M
MARSHALL WACE, LLPDOUBLED3,433,666$130.8M
BARCLAYS PLCADD2,997,685$114.2M
CITIGROUP INCADD2,028,132$77.3M
VOYA INVESTMENT MANAGEMENT LLCDOUBLED1,968,122$75.0M

Quarterly 13F filings are due 45 days after each quarter ends.

The Street

21 analysts
Buy 81% rate it Buy or better
Strong Buy6Buy11Hold3Sell1Strong Sell0
12-month targets · 10 analysts

Price is below the lowest target. Median implies +35%.Targets as of Oct 27, 2026.

Recent actions
DateFirmActionRating
Oct 12, 2026Truist Securities
MAINTAIN
MAINTAINBuy
Oct 7, 2026Wells Fargo
MAINTAIN
MAINTAINOverweight
Oct 5, 2026UBS
MAINTAIN
MAINTAINNeutral
Oct 2, 2026Citigroup
MAINTAIN
MAINTAINBuy
Sep 24, 2026Argus Research
REITERATE
REITERATEBuy
Sep 23, 2026JP Morgan
MAINTAIN
MAINTAINOverweight
Congressional trades
IP trades disclosed by members of Congress, with disclosure delay.
1 members(excl. 3 subscriber-only trades) · 4 buys / 1 sells
DateMemberTypeAmountDisclosed
May 27, 2026🔒 Fresh data, subscribers onlyBUY
May 15, 2026🔒 Fresh data, subscribers onlyBUY
May 1, 2026🔒 Fresh data, subscribers onlyBUY
Oct 30, 2025
Julie Johnson
D· HOUSE· Joint account· International Paper Co
BUY$1,001 - $15,000Aug 5, 2026(279d)
Oct 30, 2025
Julie Johnson
D· HOUSE· Joint account· International Paper Co
SELL$1,001 - $15,000Aug 5, 2026(279d)

Insider ledger

Form 4
$4.3M
bought · 4 insiders
$1.2M
sold · 2 insiders
−14.1%
vs their $38.90 cost
DateInsiderTypeValue
Oct 1, 2026
Collins Katherine
Director
AWARD6,129 sh
Oct 1, 2026
Ryerkerk Lori
Director
AWARD5,952 sh
Aug 7, 2026
Hamic William Thomas
Exec. VP & President
SELL$1.0M
Aug 7, 2026
Hamic William Thomas
Exec. VP & President
PLAN TRADE$1.0M
Aug 4, 2026
Goughnour Holly G.
VP & Chief Accounting Officer
SELL$146.9K
May 12, 2026
Connor Christopher M
Director
AWARD11,414 sh
May 12, 2026
Tozier Scott
Director
AWARD5,298 sh
May 12, 2026
Beggs Jamie A.
Director
AWARD10,506 sh

Earnings setup

Estimates
Oct 28
reports in 1 day

Revision history: 🔒 Fresh data, subscribers only

PeriodEPS est.Range30D rev.Revenue
Current Q🔒 Fresh data, subscribers only
Next Q🔒 Fresh data, subscribers only
Current FY🔒 Fresh data, subscribers only
Next FY🔒 Fresh data, subscribers only
Reddit
Crowd this week 50° Neutral 0 bullish · 0 bearish
Mentions, 7 days 1 0 in posts · 1 in comments
Recent comments
All social signals and their track records

Short side

FINRA· Oct 15, 2026
🔒 Subscribers only
shares short
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Oct 16, 2026 SEC
A mixed institutional cluster in IP (International Paper) shows 4 small-to-mid-size asset managers adding $3.5M in net…
INST-CLUSTER — Impact 3/10
Oct 1, 2026 Insider
Collins Katherine was granted 6,129 shares
Director
Oct 1, 2026 Insider
Ryerkerk Lori was granted 5,952 shares
Director
Aug 10, 2026 SEC
Two IP insiders sold a combined $1.16M in open-market transactions over a 7-day window, following Q2 earnings that…
CLUSTER — Impact 3/10
Aug 7, 2026 Insider
Hamic William Thomas sold 24,500 shares
Exec. VP & President @ $41.20 ($1.0M)
Jul 30, 2026 SEC
International Paper reported Q2 2026 adjusted operating EPS of $0.04, beating consensus of -$0.04 by 205%, but revenue…
8-K — Impact 5/10
Jul 30, 2026 Earnings calendar
IP Q2 2026 Earnings Scheduled — 2026-07-30
Jun 30, 2026 Inst.
Capital International Investors — TRIM
19,562,612 shares ($745.3M)
Catalysts
Scheduled dates and disclosed events: earnings, FDA and trial readouts, halts, press releases. Colored dot = impact.
Upcoming
Recent
Jul 30, 2026
Earnings date
IP Q2 2026 Earnings Scheduled — 2026-07-30
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
Apr 30, 2026
Earnings date
IP Q1 2026 Earnings Scheduled — 2026-04-30
Mar 23, 2026
Short interest
FTD: IP — 54,311 shares ($1.8M) failed to deliver
Settlement: 20260323, Price: $33.76, FTD Value: $1,833,539.36, INTERNATIONAL PAPER CO
Mar 17, 2026
Short interest
FTD: IP — 63,610 shares ($2.4M) failed to deliver
Settlement: 20260317, Price: $37.54, FTD Value: $2,387,919.4, INTERNATIONAL PAPER CO

Washington

Ended · Fierce Q3 2026 · filed Oct 13
Lobbying Q3 $550K n/a QoQ
YoY n/a vs Q3 2025
Members 0 90 days
Buys / sells 0 / 0 0 trades
ENGEnergy/NuclearNATNatural ResourcesTAXTaxation/Internal Revenue CodeTRATransportationTRDTrade (domestic/foreign)

Corporate Lobbying

This company's lobbying spend, firms, issues and congressional activity are for subscribers.

Subscribe for Full Access

SecBot reports

6 filings · 0 bullish · 0 bearish · 1 mixed · 5 neutral
All IP filing & press-release reports (6)