Market Cap
$1.3B
SLVM
Sylvamo Corp
$32.48 ▼ -2.08%
Prev close $33.17Market cap$1.3B
12-mo target$50.40 (+55.2%)
Insider Selling Cluster (2 insiders)High Impact Filing (7/10)17 New Institutional Positions16 Institutional Exits Materials & Mining
Snapshot
The big-picture read on SLVM right now — valuation, ownership and activity at a glance.
Cap Size
Small Cap
Inst. Holders
50 funds
Inst. Value
$1.1B
Inst. Activity
17 buys / 16 sells
Insider Activity
$0.00 buy / $561.1K sell
Insider Net $
-$561.1K
SEC Reports
4
Price chart 30d -8.6%
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 1, 2026 Insider
Aug 7, 2026 SEC Ferguson Kevin W surrendered for taxes 78.307 shares
VP, Controller,Chief Acct.Off. @ $35.92 ($2.8K)
Sylvamo reported Q2 2026 adjusted EPS of $0.03, missing consensus of $0.07 by 57%, on revenue of $806M (slightly below $
8-K — Impact 6/10
Aug 7, 2026 earnings_calendar
SLVM Q2 2026 Earnings Scheduled — 2026-08-07
Jul 28, 2026 Insider
Ferguson Kevin W was granted 69.712 shares
VP, Controller,Chief Acct.Off. @ $38.92 ($2.7K)
Jul 28, 2026 Insider
SIMS JOHN V was granted 575.909 shares
CEO & President @ $38.92 ($22.4K)
Jun 30, 2026 Inst.
ROYCE & ASSOCIATES LP — ADD
597,357 shares ($22.6M)
Jun 30, 2026 Inst.
Jun 15, 2026 SEC Rokos Capital Management LLP — ADD
448,997 shares ($17.0M)
Director Lizanne Bruce filed a Form 144 notice of intent to sell 1,230 shares of Sylvamo Corp common stock, with an esti
144 — Impact 2/10
Analyst ratings buy % -14.1%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Mar 30, 2026 | Truist Securities | INITIATE | Buy | 55% |
| Nov 17, 2025 | B of A Securities | UPGRADE | Buy | 54% |
| Nov 10, 2025 | RBC Capital | MAINTAIN | Sector Perform | 55% |
| Jul 9, 2025 | B of A Securities | MAINTAIN | Underperform | 54% |
| May 12, 2025 | RBC Capital | MAINTAIN | Sector Perform | 55% |
| Apr 22, 2025 | RBC Capital | MAINTAIN | Sector Perform | 55% |
| Feb 13, 2025 | RBC Capital | MAINTAIN | Sector Perform | 55% |
| Dec 11, 2024 | B of A Securities | DOWNGRADE | Underperform | 54% |
| Oct 15, 2024 | Sidoti & Co. | INITIATE | Buy | 36% |
| Sep 23, 2024 | B of A Securities | MAINTAIN | Neutral | 54% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 2 | 4 | 3 | 0 | 0 | 67% | |
| Aug 1, 2026 | 2 | 4 | 3 | 0 | 0 | 67% | |
| Jul 1, 2026 | 3 | 4 | 2 | 0 | 0 | 78% | |
| Jun 1, 2026 | 3 | 4 | 2 | 0 | 0 | 78% | |
| May 1, 2026 | 3 | 4 | 2 | 0 | 0 | 78% | |
| Apr 1, 2026 | 3 | 3 | 2 | 0 | 0 | 75% | |
| Mar 1, 2026 | 3 | 3 | 2 | 0 | 0 | 75% | |
| Feb 1, 2026 | 3 | 3 | 2 | 0 | 0 | 75% |
Price targets
Where 5 covering analysts think SLVM trades over the next 12 months.
$50.40 +55.2% upside Strong Buy
Current$32.48 Low$45.00 Median$47.00 High$65.00 5 analysts
$45.00$65.00
Analyst rating None as of Oct 2, 2026
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
4 SEC filing reports analyzed · 0 bullish, 2 bearish, 0 mixed, 2 neutral · avg impact 4.5/10.
BEARISH8-K6/10
Sylvamo reported Q2 2026 adjusted EPS of $0.03, missing consensus of $0.07 by 57%, on revenue of $80
Aug 7, 2026
NEUTRAL1442/10
Director Lizanne Bruce filed a Form 144 notice of intent to sell 1,230 shares of Sylvamo Corp common
Jun 15, 2026
BEARISH8-K7/10
Sylvamo reported a weak Q1 2026 with a net loss of $3M, revenue down 8% YoY to $755M, and Adjusted E
May 8, 2026
NEUTRALCLUSTER3/10
Two Sylvamo Corp executives sold shares in the past week, totaling $256,145 in open-market transacti
Mar 10, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Aug 7, 2026
earnings_calendar
SLVM Q2 2026 Earnings Scheduled — 2026-08-07
Jun 29, 2026
ftd
FTD: SLVM — 13,700 shares ($0.5M) failed to deliver
Settlement: 20260629, Price: $39.34, FTD Value: $538,958, SYLVAMO CORP COM
May 8, 2026
earnings_calendar
SLVM Q1 2026 Earnings Scheduled — 2026-05-08
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 | $1.28 | $1.04–$1.56 | -11.3% | +5.8% | 0↑ 3↓ | $0.8B | 5 |
| Next Q | $0.76 | $0.52–$1.01 | -29.8% | +1.1% | 2↑ 0↓ | $0.9B | 5 |
| Current FY | $1.53 | $1.11–$1.90 | -56.8% | +5.2% | 0↑ 3↓ | $3.3B | 5 |
| Next FY | $5.20 | $4.65–$5.55 | 239.9% | +2.3% | 0↑ 2↓ | $3.5B | 4 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $1.278 | — |
| 7d ago | $1.208 | +0.071 |
| 30d ago | $1.208 | +0.071 |
| 60d ago | $1.660 | -0.382 |
| 90d ago | $1.580 | -0.302 |
Institutional ownership
Which big funds own SLVM (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $1.1B total value (28,169,637 shares) as of 2026-Q2. Top holders: BlackRock,, MILLENNIUM, NOMURA. Net buying activity: 17 institutions added/increased vs 16 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 5,541,150 | $209.5M | 19.7% | — |
| MILLENNIUM MANAGEMENT LLC | 2,517,545 | $95.2M | 8.9% | — |
| NOMURA HOLDINGS INC | 2,150,000 | $81.3M | 7.6% | — |
| AMERICAN CENTURY COMPANIES INC | 1,801,120 | $68.1M | 6.4% | — |
| DIMENSIONAL FUND ADVISORS LP | 1,554,145 | $58.7M | 5.5% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 1,447,478 | $54.7M | 5.1% | — |
| STATE STREET CORP | 1,389,749 | $52.5M | 4.9% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 965,700 | $36.5M | 3.4% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 905,711 | $34.2M | 3.2% | — |
| ROYAL LONDON ASSET MANAGEMENT LTD | 891,135 | $33.7M | 3.2% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| ROYCE & ASSOCIATES LP | ADD | 475,842 | 597,357 | +25.5% | $22.6M |
| Rokos Capital Management LLP | ADD | 255,671 | 448,997 | +75.6% | $17.0M |
| BALYASNY ASSET MANAGEMENT L.P. | DOUBLED | 21,194 | 380,881 | +1697.1% | $14.4M |
| GOLDMAN SACHS GROUP INC | ADD | 267,010 | 360,839 | +35.1% | $13.6M |
| Jain Global LLC | TRIM | 987,332 | 338,529 | -65.7% | $12.8M |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | ADD | 139,697 | 179,287 | +28.3% | $6.8M |
| BANK OF AMERICA CORP /DE/ | TRIM | 224,199 | 139,162 | -37.9% | $5.3M |
| D. E. Shaw & Co., Inc. | TRIM | 193,201 | 129,953 | -32.7% | $4.9M |
| CITADEL ADVISORS LLC | ADD | 82,686 | 120,687 | +46.0% | $4.6M |
| PRUDENTIAL FINANCIAL INC | ADD | 81,168 | 117,878 | +45.2% | $4.5M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
15 insiders, 50 transactions. Net -$561.1K — $0.00 bought, $561.1K sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 1, 2026 | Ferguson Kevin W | VP, Controller,Chief Acct.Off. | TAX W/H | 78.307 | $35.92 | $2.8K |
| Jul 28, 2026 | Ferguson Kevin W | VP, Controller,Chief Acct.Off. | AWARD | 69.712 | $38.92 | $2.7K |
| Jul 28, 2026 | SIMS JOHN V | CEO & President | AWARD | 575.909 | $38.92 | $22.4K |
| Jul 28, 2026 | Vargas Marcia | SVP & Chief People Officer | AWARD | 101.278 | $38.92 | $3.9K |
| Jul 28, 2026 | Bruce Lizanne M | Director | AWARD | 44.815 | $38.92 | $1.7K |
| Jul 28, 2026 | Barron Matthew | SVP, Chief Admin & Legal | AWARD | 177.222 | $38.92 | $6.9K |
| Jul 28, 2026 | Davoli Rodrigo | SVP & GM, North America | AWARD | 252.337 | $38.92 | $9.8K |
| Jul 28, 2026 | Devlin Donald P. | SVP Chief Financial Officer | AWARD | 279.539 | $38.92 | $10.9K |
| Jul 28, 2026 | Kalman Hirschfeld Tatiana | SVP & GM, Latin America | AWARD | 175.922 | $38.92 | $6.8K |
| Jul 28, 2026 | Lawson Shawn | SVP, General Manager Europe | AWARD | 156.446 | $38.92 | $6.1K |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for SLVM.
Shares short
2,908,786
Settlement Sep 15, 2026
Change vs prior
+8.3%
Semi-monthly cycle
Days to cover
12.3
At avg daily volume
Of shares outstanding
≈7.3%
Estimate — not % of float
All SLVM filing & press-release reports (4)
- 8-K reportAug 7, 2026
- 144 reportJun 15, 2026
- 8-K reportMay 8, 2026
- CLUSTER reportMar 10, 2026