Market Cap
$17.6B
IP
INTERNATIONAL PAPER CO /NEW/
$32.07 ▼ -1.38%
Prev close $32.52Market cap$17.6B
ConsensusBuy
12-mo target$47.91 (+49.4%)
▲ Bullish
Analyst conviction 8/10
Insider Selling Cluster (2 insiders)38 New Institutional Positions12 Institutional Exits Materials & Mining
Snapshot
The big-picture read on IP right now — valuation, ownership and activity at a glance.
Cap Size
Large Cap
Analyst Consensus
Strong Buy (76%)
Inst. Holders
50 funds
Inst. Value
$15.6B
Inst. Activity
38 buys / 12 sells
Insider Activity
$4.3M buy / $1.2M sell
Insider Net $
$3.2M
Social Sentiment
75° Bullish
SEC Reports
5
Congressional
2 trades
Price chart 30d -11.7%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 23, 2026 short_volume
Aug 10, 2026 SEC Short Volume: IP — 65.2% short (0.8M / 1.3M)
Short: 832,354 | Exempt: 1,297 | TRF Vol: 1,277,345 | Short Ratio: 65.2% | Off-exchange volume (dark
Two IP insiders sold a combined $1.16M in open-market transactions over a 7-day window, following Q2 earnings that beat
CLUSTER — Impact 3/10
Aug 7, 2026 Insider
Hamic William Thomas sold 24,500 shares
Exec. VP & President @ $41.20 ($1.0M)
Aug 7, 2026 Insider
Hamic William Thomas acquired 24,291 shares
Exec. VP & President @ $41.58 ($1.0M)
Aug 4, 2026 Insider
Jul 30, 2026 SEC Goughnour Holly G. sold 3,500 shares
VP & Chief Accounting Officer @ $41.96 ($146.9K)
International Paper reported Q2 2026 adjusted operating EPS of $0.04, beating consensus of -$0.04 by 205%, but revenue o
8-K — Impact 5/10
Jun 30, 2026 Inst.
Capital International Investors — TRIM
19,562,612 shares ($745.3M)
Jun 30, 2026 Inst.
Bank of New York — ADD
18,097,056 shares ($689.5M)
Analyst ratings buy % +4.1%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
76% rate it Buy or better · 21 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 24, 2026 | Argus Research | REITERATE | Buy | 54% |
| Sep 23, 2026 | JP Morgan | MAINTAIN | Overweight | 55% |
| Jul 31, 2026 | UBS | MAINTAIN | Neutral | 55% |
| Jul 31, 2026 | Citigroup | MAINTAIN | Buy | 55% |
| Jul 31, 2026 | RBC Capital | MAINTAIN | Outperform | 55% |
| Jul 31, 2026 | Wells Fargo | MAINTAIN | Overweight | 54% |
| Jul 31, 2026 | Truist Securities | REITERATE | Buy | 55% |
| Jul 31, 2026 | Deutsche Bank | UPGRADE | Buy | 58% |
| Jul 28, 2026 | JP Morgan | UPGRADE | Overweight | 55% |
| Jul 17, 2026 | RBC Capital | MAINTAIN | Outperform | 55% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 5 | 11 | 4 | 1 | 0 | 76% | |
| Aug 1, 2026 | 5 | 11 | 4 | 1 | 0 | 76% | |
| Jul 1, 2026 | 6 | 9 | 5 | 1 | 0 | 71% | |
| Jun 1, 2026 | 6 | 9 | 5 | 1 | 0 | 71% | |
| May 1, 2026 | 6 | 7 | 7 | 0 | 1 | 62% | |
| Apr 1, 2026 | 7 | 7 | 6 | 0 | 1 | 67% | |
| Mar 1, 2026 | 7 | 7 | 6 | 0 | 1 | 67% | |
| Feb 1, 2026 | 7 | 8 | 5 | 0 | 1 | 71% |
Price targets
Where 11 covering analysts think IP trades over the next 12 months.
$47.91 +49.4% upside Strong Buy
Current$32.06 Low$39.00 Median$47.00 High$62.00 11 analysts
$39.00$62.00
Analyst rating Buy· 1.6/5 as of Oct 2, 2026
Social media sentiment mood -26.7%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
75°
Bullish
BearishNeutralBullish
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
5 SEC filing reports analyzed · 0 bullish, 0 bearish, 1 mixed, 4 neutral · avg impact 3.2/10.
NEUTRALCLUSTER3/10
Two IP insiders sold a combined $1.16M in open-market transactions over a 7-day window, following Q2
Aug 10, 2026
MIXED8-K5/10
International Paper reported Q2 2026 adjusted operating EPS of $0.04, beating consensus of -$0.04 by
Jul 30, 2026
NEUTRALCOURT-RULING2/10
International Paper (IP) was involved in two unrelated court matters: (1) a California PAGA wage-and
May 5, 2026
NEUTRALCOURT-RULING2/10
The court denied plaintiff's motion to remand a California wage-and-hour class action against Intern
May 5, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 23, 2026
short_volume
Short Volume: IP — 65.2% short (0.8M / 1.3M)
Short: 832,354 | Exempt: 1,297 | TRF Vol: 1,277,345 | Short Ratio: 65.2% | Off-exchange volume (dark pool + OTC)
Sep 18, 2026
short_volume
Short Volume: IP — 58.1% short (1.1M / 1.9M)
Short: 1,102,571 | Exempt: 473 | TRF Vol: 1,898,482 | Short Ratio: 58.1% | Off-exchange volume (dark pool + OTC)
Sep 10, 2026
short_volume
Short Volume: IP — 57.2% short (1.1M / 2.0M)
Short: 1,145,923 | Exempt: 8,918 | TRF Vol: 2,004,974 | Short Ratio: 57.2% | Off-exchange volume (dark pool + OTC)
Sep 8, 2026
short_volume
Short Volume: IP — 74.6% short (1.1M / 1.5M)
Short: 1,090,297 | Exempt: 300 | TRF Vol: 1,462,113 | Short Ratio: 74.6% | Off-exchange volume (dark pool + OTC)
Sep 7, 2026
dark_pool
Dark Pool: IP — 4.9M shares, 86,225 trades
Week starting 2026-09-07. Total ATS volume: 4,941,119 shares across 86,225 trades.
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.32 | $0.27–$0.40 | 174.3% | -1.6% | 0↑ 1↓ | $6.2B | 9 |
| Next Q | $0.81 | $0.73–$0.90 | 1111.0% | -1.9% | 1↑ 0↓ | $6.3B | 9 |
| Current FY | $1.33 | $1.19–$1.41 | 765.1% | -1.0% | 1↑ 1↓ | $24.5B | 11 |
| Next FY | $3.02 | $2.55–$3.84 | 127.0% | +1.0% | 2↑ 0↓ | $25.9B | 12 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.319 | — |
| 7d ago | $0.321 | -0.001 |
| 30d ago | $0.324 | -0.005 |
| 60d ago | $0.499 | -0.180 |
| 90d ago | $0.529 | -0.210 |
Institutional ownership
Which big funds own IP (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $15.6B total value (408,321,121 shares) as of 2026-Q2. Top holders: Erste, Capital, BlackRock,. Net buying activity: 38 institutions added/increased vs 12 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| Erste Asset Management GmbH | 0 | $0.00 | 0.0% | — |
| Capital Research Global Investors | 78,469,265 | $3.0B | 19.2% | — |
| BlackRock, Inc. | 50,942,140 | $1.9B | 12.5% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 34,552,688 | $1.3B | 8.5% | — |
| STATE STREET CORP | 32,999,909 | $1.3B | 8.1% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 24,898,417 | $948.6M | 6.1% | — |
| Capital International Investors | 19,562,612 | $745.3M | 4.8% | TRIM -46.7% |
| Bank of New York Mellon Corp | 18,097,056 | $689.5M | 4.4% | ADD +33.1% |
| Invesco Ltd. | 17,545,873 | $668.5M | 4.3% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 14,574,865 | $553.2M | 3.6% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| Capital International Investors | TRIM | 36,671,683 | 19,562,612 | -46.7% | $745.3M |
| Bank of New York Mellon Corp | ADD | 13,601,299 | 18,097,056 | +33.1% | $689.5M |
| GOLDMAN SACHS GROUP INC | ADD | 7,063,279 | 11,365,588 | +60.9% | $433.0M |
| NORGES BANK | NEW | — | 6,114,486 | — | $233.0M |
| MILLENNIUM MANAGEMENT LLC | DOUBLED | 1,696,305 | 3,547,334 | +109.1% | $135.2M |
| MARSHALL WACE, LLP | DOUBLED | 779,298 | 3,433,666 | +340.6% | $130.8M |
| BARCLAYS PLC | ADD | 1,992,477 | 2,997,685 | +50.5% | $114.2M |
| CITIGROUP INC | ADD | 1,614,654 | 2,028,132 | +25.6% | $77.3M |
| VOYA INVESTMENT MANAGEMENT LLC | DOUBLED | 104,007 | 1,968,122 | +1792.3% | $75.0M |
| JPMORGAN CHASE & CO | TRIM | 4,671,218 | 1,551,918 | -66.8% | $59.3M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
16 insiders, 42 transactions. Net $3.2M — $4.3M bought, $1.2M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Aug 7, 2026 | Hamic William Thomas | Exec. VP & President | SELL | 24,500 | $41.20 | $1.0M |
| Aug 7, 2026 | Hamic William Thomas | Exec. VP & President | I | 24,291 | $41.58 | $1.0M |
| Aug 4, 2026 | Goughnour Holly G. | VP & Chief Accounting Officer | SELL | 3,500 | $41.96 | $146.9K |
| May 12, 2026 | Connor Christopher M | Director | AWARD | 11,414 | — | — |
| May 12, 2026 | Tozier Scott | Director | AWARD | 5,298 | — | — |
| May 12, 2026 | Beggs Jamie A. | Director | AWARD | 10,506 | — | — |
| May 12, 2026 | Lewis Clinton A. Jr. | Director | AWARD | 10,809 | — | — |
| May 12, 2026 | Vincent Anton V. | Director | AWARD | 10,203 | — | — |
| May 12, 2026 | SULLIVAN KATHRYN D | Director | AWARD | 7,901 | — | — |
| May 12, 2026 | GUSTAFSSON ANDERS | Director | AWARD | 11,112 | — | — |
Congressional trades
IP trades disclosed by members of Congress, with disclosure delay.
1 members · 1 buys / 1 sells
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Oct 30, 2025 | Julie Johnson | D | HOUSE | BUY | $1,001 - $15,000 | International Paper Co | Aug 6, 2026(281d) |
| Oct 30, 2025 | Julie Johnson | D | HOUSE | SELL | $1,001 - $15,000 | International Paper Co | Aug 6, 2026(281d) |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for IP.
Shares short
46,194,579
Settlement Sep 15, 2026
Change vs prior
+3.0%
Semi-monthly cycle
Days to cover
9.2
At avg daily volume
Of shares outstanding
≈8.7%
Estimate — not % of float
All IP filing & press-release reports (5)
- CLUSTER reportAug 10, 2026
- 8-K reportJul 30, 2026
- COURT-RULING reportMay 5, 2026
- COURT-RULING reportMay 5, 2026
- 8-K reportFeb 26, 2026