IP
INTERNATIONAL PAPER COPrice
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| Fund | Move | Value |
|---|---|---|
| Capital International Investors | TRIM | $745.3M |
| Bank of New York Mellon Corp | ADD | $689.5M |
| GOLDMAN SACHS GROUP INC | ADD | $433.0M |
| MILLENNIUM MANAGEMENT LLC | DOUBLED | $135.2M |
| MARSHALL WACE, LLP | DOUBLED | $130.8M |
| BARCLAYS PLC | ADD | $114.2M |
| CITIGROUP INC | ADD | $77.3M |
| VOYA INVESTMENT MANAGEMENT LLC | DOUBLED | $75.0M |
Quarterly 13F filings are due 45 days after each quarter ends.
The Street
21 analystsPrice is below the lowest target. Median implies +35%.Targets as of Oct 27, 2026.
| Date | Firm | Rating |
|---|---|---|
| Oct 12, 2026 | Truist Securities MAINTAIN | Buy |
| Oct 7, 2026 | Wells Fargo MAINTAIN | Overweight |
| Oct 5, 2026 | UBS MAINTAIN | Neutral |
| Oct 2, 2026 | Citigroup MAINTAIN | Buy |
| Sep 24, 2026 | Argus Research REITERATE | Buy |
| Sep 23, 2026 | JP Morgan MAINTAIN | Overweight |
| Date | Member | Type | Amount |
|---|---|---|---|
| May 27, 2026 | 🔒 Fresh data, subscribers only | BUY | |
| May 15, 2026 | 🔒 Fresh data, subscribers only | BUY | |
| May 1, 2026 | 🔒 Fresh data, subscribers only | BUY | |
| Oct 30, 2025 | Julie Johnson D· HOUSE· Joint account· International Paper Co | BUY | $1,001 - $15,000 |
| Oct 30, 2025 | Julie Johnson D· HOUSE· Joint account· International Paper Co | SELL | $1,001 - $15,000 |
Insider ledger
Form 4| Date | Insider | Type | Value |
|---|---|---|---|
| Oct 1, 2026 | Collins Katherine Director | AWARD | 6,129 sh |
| Oct 1, 2026 | Ryerkerk Lori Director | AWARD | 5,952 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 | AWARD | 11,414 sh |
| May 12, 2026 | Tozier Scott Director | AWARD | 5,298 sh |
| May 12, 2026 | Beggs Jamie A. Director | AWARD | 10,506 sh |
Earnings setup
EstimatesRevision history: 🔒 Fresh data, subscribers only
| Period | EPS est. | Range | 30D 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 | |||
Short side
FINRA· Oct 15, 2026SecBot reports
6 filings · 0 bullish · 0 bearish · 1 mixed · 5 neutral- NEUTRAL INST-CLUSTEROct 16, 2026
A mixed institutional cluster in IP (International Paper) shows 4 small-to-mid-size asset managers…
The cluster shows no consensus direction — buying and selling are roughly balanced. Monitor next 13F filing for any shift in conviction among these active managers, particularly Assenagon's doubled…
- NEUTRAL CLUSTERAug 10, 2026
Two IP insiders sold a combined $1.16M in open-market transactions over a 7-day window, following…
The insider sales are too small relative to market cap to warrant a bearish read-through. Monitor for any material insider buying or a larger cluster (>$10M) that would signal conviction. The Q2…
- MIXED 8-KJul 30, 2026
International Paper reported Q2 2026 adjusted operating EPS of $0.04, beating consensus of -$0.04…
The sharp Q3 EBITDA guidance step-up ($780-$830M vs $587M in Q2) suggests management expects a strong second half, but the revenue miss and narrowed full-year range create uncertainty. Watch for…
- NEUTRAL 8-KFeb 26, 2026
International Paper Company announced that its CEO, Andy Silvernail, would speak at the Bank of…
Monitor the webcast replay for any qualitative insights on operational impacts from winter storms or updates on the EMEA separation, which could affect future restructuring plans or regional…
All IP filing & press-release reports (6)
- INST-CLUSTER reportOct 16, 2026
- CLUSTER reportAug 10, 2026
- 8-K reportJul 30, 2026
- COURT-RULING reportJan 22, 2026
- COURT-RULING reportJan 22, 2026
- 8-K reportFeb 26, 2026