Seaport Global has downgraded International Paper Co (IP) to Neutral from Buy, effective October 5, 2025. The current share price stands at $37.34.
This decision underscores a shift in sentiment regarding International Paper's outlook, potentially reflecting growing concerns over competitive pressures, market conditions, and execution risks that could affect the company’s performance.
International Paper, headquartered in Memphis, Tennessee, specializes in producing renewable fiber-based packaging and pulp products. The company employs approximately 37,000 full-time staff and operates across several segments, including Packaging Solutions North America, Packaging Solutions EMEA, and Global Cellulose Fibers. Its diverse product offerings include linerboard, medium, and various types of recycled packaging materials, highlighting its role in the sustainable packaging sector.
The company's market capitalization is currently $19.4 billion, with a trailing twelve-month earnings per share (EPS) of -2.61 and a significant dividend yield of 508.4%. Upcoming earnings are scheduled for July 29, 2026, with estimates of $0.50 EPS and $6.3 billion in revenue.
Analyst ratings and price targets are based on rigorous research and financial models, providing valuable insights into market expectations. However, they should be considered alongside other factors such as company fundamentals, competitive positioning, and industry trends. Analyst perspectives can shift over time, reflecting new information and changing market dynamics.
As of November 1, 2025, the analyst consensus for International Paper is categorized as a Buy, with 8 Strong Buy, 7 Buy, 4 Hold, 2 Sell, and 1 Strong Sell ratings from a total of 22 analysts. Recent ratings changes include an upgrade from B of A Securities to Buy and a downgrade from JP Morgan to Neutral, indicating a diverse range of opinions on the company's trajectory.