B of A Securities has upgraded Sylvamo Corp (SLVM) to a Buy rating from Underperform, marking a significant shift in analyst sentiment. This change, effective November 16, 2025, comes as the company’s stock trades at $45.21.
The upgrade reflects a more optimistic outlook on Sylvamo's prospects, potentially indicating improved fundamentals or increased confidence in its strategic direction. Sylvamo operates within the Paper & Forest industry, manufacturing uncoated freesheet for various paper products, including cut size and offset paper. Headquartered in Memphis, Tennessee, the company employs approximately 6,500 full-time staff and has a market capitalization of $1.8 billion.
Sylvamo's recent financial performance has shown mixed results. For the third quarter of 2025, the company reported earnings per share (EPS) of $1.44, falling short of the $1.57 estimate, reflecting an 8.3% surprise. Despite this, the firm has a trailing twelve months (TTM) price-to-earnings (P/E) ratio of 9.91 and an impressive dividend yield of 394.2%.
Looking ahead, Sylvamo is set to announce its next earnings on August 5, 2026, with an estimated EPS of $1.33 and revenue expectations of $801.8 million. Analyst consensus remains cautious, with a current breakdown of 1 Strong Buy, 0 Buy, 3 Hold, 2 Sell, and 2 Strong Sell ratings as of November 1, 2025.
Such decisions reflect the evolving landscape of the company’s performance and market conditions, suggesting that analysts will continue to monitor Sylvamo closely as new information becomes available.