Earnings Surprise: Social media observers noted International Paper's second-quarter earnings beat, with EPS coming in at $0.04 against expectations of a loss, though revenue fell slightly short of forecasts. Analysts on these platforms discussed the mixed results in the context of broader packaging industry challenges.
Market Response: The stock's modest 0.8% rise after the report sparked conversations about resilience in core operations amid economic pressures. Participants shared views on how these figures might influence future guidance and sector trends.
Forward Outlook: Discussions emphasized potential opportunities in sustainable packaging, with users highlighting the company's position despite the revenue dip. Overall commentary reflected a focus on operational efficiency moving ahead.
Note: This discussion summary was generated from an AI condensation of post data.
International Paper Insider Trading Activity
International Paper insiders have traded $IP stock on the open market 5 times in the past 6 months. Of those trades, 5 have been purchases and 0 have been sales.
Here’s a breakdown of recent trading of $IP stock by insiders over the last 6 months:
- ANDREW K SILVERNAIL (Chief Executive Officer) purchased 50,000 shares for an estimated $1,998,965
- CHRISTOPHER M CONNOR purchased 25,000 shares for an estimated $1,009,249
- ANDERS GUSTAFSSON has made 2 purchases buying 26,092 shares for an estimated $1,000,036 and 0 sales.
- SCOTT TOZIER purchased 10,000 shares for an estimated $313,009
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
International Paper Revenue
International Paper had revenues of $6B in Q2 2026. This is a decrease of -11.28% from the same period in the prior year.
You can track IP financials on Quiver Quantitative's IP stock page.
You can access data on IP stock through the Quiver Quantitative API.
International Paper Congressional Stock Trading
Members of Congress have traded $IP stock 1 times in the past 6 months. Of those trades, 0 have been purchases and 1 have been sales.
Here’s a breakdown of recent trading of $IP stock by members of Congress over the last 6 months:
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. sold up to $15,000 on 04/14.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API Congress trades endpoint.
International Paper Hedge Fund Activity
We have seen 361 institutional investors add shares of International Paper stock to their portfolio, and 394 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- CAPITAL INTERNATIONAL INVESTORS removed 26,741,652 shares (-42.2%) from their portfolio in Q1 2026, for an estimated $954,676,976
- CAPITAL RESEARCH GLOBAL INVESTORS added 23,960,155 shares (+43.9%) to their portfolio in Q1 2026, for an estimated $855,377,533
- PRICE T ROWE ASSOCIATES INC /MD/ removed 13,781,374 shares (-21.9%) from their portfolio in Q1 2026, for an estimated $491,995,051
- CAPITAL WORLD INVESTORS removed 6,332,121 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $226,056,719
- DIAMOND HILL CAPITAL MANAGEMENT INC removed 5,453,523 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $194,690,771
- BANK OF NEW YORK MELLON CORP added 5,417,274 shares (+66.2%) to their portfolio in Q1 2026, for an estimated $193,396,681
- FRANKLIN RESOURCES INC removed 3,456,223 shares (-23.3%) from their portfolio in Q1 2026, for an estimated $123,387,161
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
International Paper Analyst Ratings
Wall Street analysts have issued reports on $IP in the last several months. We have seen 1 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Citigroup issued a "Buy" rating on 02/02/2026
To track analyst ratings and price targets for International Paper, check out Quiver Quantitative's $IP forecast page.
International Paper Price Targets
Multiple analysts have issued price targets for $IP recently. We have seen 8 analysts offer price targets for $IP in the last 6 months, with a median target of $42.5.
Here are some recent targets:
- Gabe Hajde from Wells Fargo set a target price of $42.0 on 07/09/2026
- Detlef Winckelmann from JP Morgan set a target price of $51.0 on 07/09/2026
- Anthony Pettinari from Citigroup set a target price of $43.0 on 07/09/2026
- Anojja Shah from UBS set a target price of $32.0 on 05/04/2026
- Matthew McKellar from RBC Capital set a target price of $45.0 on 05/01/2026
- Mark Weintraub from Seaport Global set a target price of $39.0 on 05/01/2026
- Michael Roxland from Truist Securities set a target price of $44.0 on 04/15/2026
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
