International Paper Company (IP) Stock: Price, Forecast & Analyst Target
International Paper Company (IP) — MoonshotScore 41/100 (Weak band), calculated Oct 4, 2026. Price $31.97 (-1.69%), as of the Oct 2, 2026 trading session; market cap $16.9B. Expected results Oct 28, 2026.
Educational signal · not a buy or sell recommendation · How to read this
Market value / cash and short-term investments: 23.28× (market value Oct 2, 2026; cash Jun 30, 2026) · expected results Oct 28, 2026
International Paper Company · IP · NYSE · Basic Materials · Paper, Lumber & Forest Products
Research dated 2026-09-12: International Paper sells containerboard, packaging materials and specialized pulp into box, hygiene and industrial supply chains; it is not primarily a timber or ordinary paper business. Its case now depends on whether contract pricing and production ramps can rebuild packaging margins fast enough to convert a much larger revenue base into durable earnings and cash after capital spending.
Price as of Oct 2, 2026
Key Statistics
MoonshotScore v2 · International Paper Company (IP)
WeakWhy this rating? Method, drivers & history
Bands for the MoonshotScore: Exceptional 80-100 · Strong 65-79 · Fair 45-64 · Weak below 45.
- Business Quality — Is this a genuinely good business?
- Financial Safety — Could this blow up on me?
- Valuation — Am I paying a fair price?
- Growth Durability — Is the growth real and likely to last?
- Momentum — Is the market already moving on this?
Weak quality, a fragile balance sheet and stalling growth. Business Quality: Thin; Financial Safety: Fragile; Valuation: Rich; Growth Durability: Shrinking; Momentum: Slipping.
- quarterly revenue $6.00B (Q2 FY2026, quarter ended Jun 2026)
- EPS beat 3 of 8
- expected results Oct 28, 2026
Holding back: weak fundamentals, balance-sheet strain, soft growth, weak price trend
What has the MoonshotScore done over time?
| Recorded | Score | Band |
|---|---|---|
| 41 | Weak | |
| 41 | Weak | |
| 41 | Weak | |
| 41 | Weak | |
| 41 | Weak | |
| 41 | Weak |
The score was 41 in the stored Oct 3, 2026 snapshot and remains 41 in the current publication computed Oct 4, 2026 (0).
Calculation uses the most recent completed US trading session. Live price changes do not update the score immediately.
Computed · Educational signal · not a buy or sell recommendation · How the MoonshotScore is computed →
Price & valuation
| Measure | Value | As of |
|---|---|---|
| Latest provided price | $31.97 | |
| Change on the day | -1.69% | |
| 52-week range | $29.26 – $50.25 | |
| Market capitalisation | $16.9B | |
| Price / earnings (trailing) | 13.51 | |
| Shares traded on the day | 5.60M | |
| Beta (volatility vs the S&P 500) | 0.88 | |
| Dividends per share (last 12 months) | $1.85 | |
| Dividend yield (last 12 months) | 5.79% |
Price & events
Triangles mark reported quarters on the line: pointing up is above the recorded estimate, down is below, a diamond means no estimate on file or a dated event that is not a results report. Numbers key to the dated list. Point at or tab to any week for its close.
Events behind the price
- · Earnings results · below the recorded estimate
- · Earnings results · below the recorded estimate
- · Earnings results · above the recorded estimate
- · Earnings call · management outlook
- · Earnings results · above the recorded estimate
Results dates follow the earnings feed; call dates follow the transcript provider. Nearby dates do not establish that an event caused a price move.
Upcoming events
Management outlook
We anticipate the ramp to be largely achieved by the end of the year with the machine reaching full run rate in the first quarter of 2027.
Andrew Silvernail · Statement from
We expect this investment to come online in the third quarter.
Andrew Silvernail · Statement from
Statement dates identify the earnings call, not a deadline. Management expectations and provider estimates can change.
Read management statementsCouncil Score · weighted blend of 2 available disciplines
Council score for International Paper Company (IP): Split View
46/100 · CCouncil is a separate blend of available disciplines; MoonshotScore above remains the five-pillar research rating.
5-Factor Breakdown
Legends Council
6 lenses, 6 current
AI simulations built from the named investors' published principles. Not affiliated with, endorsed by, or the opinion of these individuals. How these lenses are built
Read on: Oct 4, 2026
Munger's Mindset
Balance Sheet & Valuation · historical
Read on: Sep 9, 2026 · older than the 27 hours refresh window; not a current reading
How to read these bars and different assessments
Council is a separate blend of available disciplines; MoonshotScore above remains the five-pillar research rating.
Bars show each model's ordered assessment on its own scale, not a probability or a comparable investment return. The adjacent words give the assessment; more filled segments indicate a stronger model reading.
On Sep 9, 2026, the Munger lens read the price at that time as undervalued against its own estimate of value.
Readings on this page are from Oct 5, 2026, except a card that shows its own read date.
Watch the IP film — every key number, told as a short cinematic story
~2 min · open the film
What is International Paper Company (IP), and what does it report?
Short answer · as of
Industrial Packaging produces containerboard grades used in packaging, while Global Cellulose Fibers supplies fluff, market and specialty pulps for hygiene goods, tissue, textiles, filtration, coatings, building materials and reinforced plastics.
Research dated 2026-09-12.
Industrial Packaging produces containerboard grades used in packaging, while Global Cellulose Fibers supplies fluff, market and specialty pulps for hygiene goods, tissue, textiles, filtration, coatings, building materials and reinforced plastics. Products reach end users and converters directly as well as through agents, resellers and distributors.
North American Industrial Packaging contributes by far the largest disclosed segment revenue, with cellulose fibers and packaging outside North America adding distinct demand exposures. Reported sales therefore measure packaging and pulp activity across regions and applications, not a simple bet on paper consumption.
What do the latest results show for International Paper Company (IP)?
Short answer · as of
The most recent reported quarter, Q2 FY2026, carried revenue of $6.00B.
Research dated 2026-09-12.
The expanded annual revenue base has not yet produced stable profitability. In the latest reported period, revenue barely changed from the preceding period and gross profit rebounded, but operating profit narrowed, selling and administrative expense rose, and the net result slipped below break-even. Reported earnings exceeded the market estimate while revenue fell short of it.
Management expects packaging margins to improve as earlier paper price increases reach box contracts. It also points to a machine ramp approaching its intended pace and a separate investment entering service, making execution and margin conversion the claimed path forward rather than rapid sales growth alone.
Where is operating spending going?
Revenue alongside research and development, selling, general and administrative expenses, and the FMP standardized operating result.
- Latest quarter · revenue
- $6.00B Jun 30, 2026
- Latest quarter · SG&A
- $1.09B Jun 30, 2026
- Latest quarter · FMP standardized operating result
- $45.00M Jun 30, 2026
| Period end | Revenue | R&D | SG&A | FMP standardized operating result |
|---|---|---|---|---|
| Jun 30, 2026 | $6.00B | Not available | $1.09B | $45.00M |
| Mar 31, 2026 | $5.97B | Not available | $1.02B | $174.00M |
| Dec 31, 2025 | $6.01B | Not available | $1.09B | −$2.56B |
| Sep 30, 2025 | $6.22B | Not available | $1.02B | −$426.00M |
USD. The operating result is the FMP-standardized value supplied by FMP; it may differ from a filing’s GAAP loss from operations when the provider classifies separately presented items differently. It is not net income or cash flow.
Did results meet expectations?
Reported earnings and revenue alongside the estimates recorded by the provider.
- Latest report · revenue
- $6.00B Jul 30, 2026
- Latest report · revenue estimate
- $6.19B Jul 30, 2026
- Latest report · revenue vs estimate
- Below estimate Jul 30, 2026
- Latest report · EPS vs estimate
- Above estimate Jul 30, 2026
| Report date | Revenue · reported | Revenue · estimate | EPS · reported | EPS · estimate |
|---|---|---|---|---|
| Jul 30, 2026 | $6.00B | $6.19B | $0.0400 | −$0.0299 |
| Apr 30, 2026 | $5.97B | $6.02B | $0.1500 | $0.1466 |
| Jan 29, 2026 | $6.01B | $5.91B | −$0.0800 | $0.2800 |
| Oct 30, 2025 | $6.22B | $6.73B | −$0.4300 | $0.4684 |
Dates are report dates, not fiscal period ends. Revenue is in USD; EPS is USD per share, rounded to four decimals. The earnings feed does not establish a basic, diluted or adjusted basis. Earnings-feed EPS may differ from statement EPS; the two series are not combined.
Quarterly income statement — 4 quarters
| Period | Revenue | Net income | EPS |
|---|---|---|---|
| Q2 FY2026 | $6.00B | -$12M | -$0.02 (diluted) |
| Q1 FY2026 | $5.97B | $60M | $0.11 (diluted) |
| Q4 FY2025 | $6.01B | -$2.38B | -$4.52 (diluted) |
| Q3 FY2025 | $6.22B | -$1.10B | -$2.09 (diluted) |
What are the financial strengths and risks for International Paper Company (IP)?
Short answer
Cash and short-term investments were $726.00M at the Jun 30, 2026 balance-sheet date. Operating cash flow was $526.00M for the quarter ended Jun 30, 2026, meaning operations generated cash. These figures do not establish a cash runway.
Research dated 2026-09-12.
Operating cash flow has remained positive across the recent run of reported periods, a notable contrast with weak accounting earnings. Capital spending, however, absorbed nearly all of that cash in the latest period and moved slightly beyond operating cash generation, leaving little internal surplus.
Cash and short-term investments have fallen markedly, while debt exceeds cash even after including the reported long-term investment balance. Because those long-term investments are unclassified, they warrant caution as a substitute for readily deployable liquidity. Liquidity, distress and quality screens reinforce the pressure created by thin profitability and a capital-heavy operating plan.
A weakening in box demand, poor passage of paper price changes into contracts, or delays in production ramps would hit the same margin recovery needed to support capital spending and debt service.
Data-derived red flags
- Financial-distress signal — its Altman Z-Score of 1.05 sits in the distress zone (elevated bankruptcy risk).
- Negative return on equity (-22.4%) — the business is not currently generating profit on shareholder capital.
- Inconsistent delivery — missed Wall Street EPS estimates in 5 of the last 8 reported quarters.
How much cash does the business generate or use?
Quarterly operating cash flow shows cash generated or used by operations.
- Latest quarter · operating cash flow
- $526.00M Jun 30, 2026
- Previous quarter · operating cash flow
- $611.00M Mar 31, 2026
| Period end | Operating cash flow | Capital expenditure (reported) |
|---|---|---|
| Jun 30, 2026 | $526.00M | −$533.00M |
| Mar 31, 2026 | $611.00M | −$517.00M |
| Dec 31, 2025 | $905.00M | −$650.00M |
| Sep 30, 2025 | $605.00M | −$455.00M |
Operating cash-flow bars share one scale and show magnitude; negative values mean cash used.
USD. Negative operating cash flow means cash used. Capital expenditure keeps the provider’s reported sign; it is not added here to estimate free cash flow or runway.
What should you watch next at International Paper Company (IP)?
Short answer · as of
The next earnings report is expected on Oct 28, 2026.
Research dated 2026-09-12.
Packaging margin is the immediate operating checkpoint: gross-profit improvement needs to reach operating profit as contract pricing takes effect. The machine ramp and the separate investment should also begin contributing on management's stated timetable without keeping capital spending above operating cash generation.
The next earnings release can be tested against revenue stability, positive net income, operating-cash coverage of capital spending and a halt in the decline of cash and short-term investments. Longer-range estimates assume improving sales and earnings, so sustained margin conversion matters more than an isolated earnings beat.
What management is planning
Management expectations, not completed milestones or guarantees. Selected verbatim excerpts; dates follow the transcript provider.
We anticipate the ramp to be largely achieved by the end of the year with the machine reaching full run rate in the first quarter of 2027.
Andrew Silvernail ·
We expect this investment to come online in the third quarter.
Andrew Silvernail ·
We expect packaging margins to improve in the second half of the year as prior paper price increases flow through to box contracts.
Lance Loeffler ·
How does International Paper Company compare with its peers?
Short answer
International Paper Company's score ranks 13th of 13 in the bounded comparison shown, against 12 same-model peers. These are company scores, not expected investment returns. The set lists named competitors first, then companies in the same data-provider industry classification closest in market value; that classification is the provider's, not our judgment of business similarity.
Research dated 2026-09-12.
International Paper fits best beside containerboard and packaging producers serving converters and end users, not timber owners or commodity paper companies. Its largest disclosed business is North American Industrial Packaging, while the cellulose operation adds exposure to absorbent hygiene products and specialized industrial uses that do not depend on box demand.
That mix creates linked but different operating sensitivities: packaging depends on box contracts and the passage of paper pricing, whereas cellulose reaches hygiene, textile, filtration, coating and construction applications. Geographic breadth and varied distribution channels widen the customer base, but packaging remains the main economic engine.
| Company | Price | Market value | Score |
|---|---|---|---|
| $363.60 Oct 2, 2026 | $22.2B | 91 5-pillar Oct 4, 2026 | |
| $161.74 Oct 2, 2026 | $23.9B | 84 5-pillar Oct 4, 2026 | |
| $200.33 Oct 2, 2026 | $22.9B | 77 5-pillar Oct 4, 2026 | |
| $77.15 Oct 2, 2026 | $4.36B | 68 5-pillar Oct 4, 2026 | |
| $8.50 Oct 2, 2026 | $10.5B | 67 5-pillar Oct 4, 2026 | |
| $617.76 Oct 2, 2026 | $22.9B | 62 5-pillar Oct 4, 2026 | |
| $32.48 Oct 2, 2026 | $1.29B | 59 5-pillar Oct 4, 2026 | |
| $11.90 Oct 2, 2026 | $656M | 58 5-pillar Oct 4, 2026 | |
| $42.54 Oct 2, 2026 | $22.3B | 57 5-pillar Oct 4, 2026 | |
| $19.81 Oct 2, 2026 | $319M | 57 5-pillar Oct 4, 2026 | |
| $65.10 Oct 2, 2026 | $4.55B | 51 5-pillar Oct 4, 2026 | |
| $1.44 Oct 2, 2026 | $23.8M | 42 5-pillar Oct 4, 2026 | |
| International Paper Company (IP) — this page | $31.97 | $16.9B | 41 |
Only 5-pillar scores are ranked together. Other models are not directly comparable. Price and score dates are shown separately; market-value dates are unavailable.
The records behind this page
Analyst targets & estimates
What analysts have on file
- Price target, low to high
- $46.00 – $61.00
- Consensus target
- $50.14
- Median target
- $49.00
Consensus record · Captured .
Measured against a quoted price of $31.97 (as of Oct 2, 2026).
Insider activity
Form 4 records via FMP · Of the newest 60 records, those within the last 180 days, newest dated Aug 7, 2026
- Transactions
- 16
- Identified insiders
- 12
- Purchases
- 1
- Sales
- 2
- Other transactions
- 13
Purchases and sales use the reported transaction category. Other transactions include awards, exercises, gifts, withholding and unclassified activity; an acquisition or disposition alone is not a purchase or sale. These records do not establish intent.
Who holds the shares?
Institutional ownership reported through 13F filings.
- Reporting holders
- 899 Period end Jun 30, 2026
- Previous quarter · holders
- 876 Prior to period end Jun 30, 2026
| Holders in provider snapshot | Shares |
|---|---|
| Capital Research Global Investors | 78,469,265 |
| Blackrock, INC. | 50,942,140 |
| Price T Rowe Associates INC /Md/ | 45,497,485 |
| Vanguard Capital Management LLC | 34,552,688 |
| State Street Corp | 32,999,909 |
Quarterly filings lag the period end. Holder rows are names in the provider snapshot, not a verified ranking; individual filing dates are not supplied. Related managers may appear separately, so these positions are not summed. Holder snapshot as of Jun 30, 2026.
What has been published about International Paper Company (IP)?
International Paper Company Basic Materials Stock: Key Questions Answered
Research dated 2026-09-12; the answers below are from that research, and the full attribution is under Sources. The last 3 questions are answered from this page's own dated data, not from the research.
What does International Paper sell into baby care and feminine care products?
Global Cellulose Fibers supplies fluff and specialized pulps used in absorbent hygiene goods, including baby care, feminine care and adult incontinence products.
Why is North American Industrial Packaging central to International Paper?
It is by far the largest disclosed segment by revenue, making containerboard and packaging economics the dominant influence on the company's reported sales mix.
Why do International Paper paper price increases reach box contracts later?
Management says earlier paper price increases flow through to box contracts with a lag. That timing makes contract realization, rather than the announcement of a price change, the relevant margin checkpoint.
Is International Paper capital spending fully covered by operating cash flow?
Coverage moved from a surplus to a slight shortfall in the latest reported period as capital spending rose and operating cash flow eased. Continued investment therefore leaves limited room for cash accumulation unless operating performance improves.
What is the IP stock price today?
The last price recorded on this page for International Paper Company (IP) is $31.97, as of the Oct 2, 2026 trading session (source: Financial Modeling Prep (FMP) · quote). It is a provider snapshot, not a live exchange feed, so check a brokerage quote before you trade.
What is the IP price target?
The analyst consensus price target for International Paper Company (IP) is $50.14 (range $46.00 to $61.00, median $49.00), per FMP data captured Oct 4, 2026. Targets are analyst opinions and change often; they are not a Stock Expert AI forecast.
When are IP's next earnings?
The next earnings date listed on this page for International Paper Company (IP) is Oct 28, 2026. Companies sometimes move report dates, so the company's own announcement is the final word on timing.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Research written by Codex (gpt-5.6-sol) on 2026-09-12. AI-authored analysis; source dates are shown with each answer. Editorial oversight is systemic, not page-by-page. Editorially accountable: Sedat ANAK, Founder and Editor-in-Chief.
Sources — records for every figure on this page (80 figures)
The 80 rows below are exactly the facts the evidence-backed sections of this page printed — the 10-second verdict, the MoonshotScore, price and market value, the five questions with their receipts, and the records behind this page. Known dates and sources are recorded on their own rows; an em dash or UNRECORDED tier preserves a stored observation without inventing either. The quarterly income statement is provider-standardized (FMP) under one row, and scale definitions — a 0-100 rating, the band ladder, the Piotroski 0–9 range — are fixed rather than measured. No number in those sections was generated by a model. The register does not cover quoted third-party headlines, the dated council readings, or the Frequently Asked Questions; each of those says where it came from where it stands.
"As of" is the date the value is true for where the source carries one — a quarter end, a filing date, a price close, the day the score was computed. A cached observation with no source date remains undated; the page publication date is not used as a substitute.
OFFICIAL — 2 facts from SEC filings and earnings calls
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
prod.outlook | Management outlook — call excerpts | Andrew Silvernail (Jul 30, 2026): We anticipate the ramp to be largely achieved by the end of the year with the machine reaching full run rate in the first quarter of 2027. Andrew Silvernail (Jul 30, 2026): We expect this investment to come online in the third quarter. Lance Loeffler (Jul 30, 2026): We expect packaging margins to improve in the second half of the year as prior paper price increases flow through to box contracts. | OFFICIAL | Company earnings call, transcript via Financial Modeling Prep (FMP) — Selected verbatim statements from the latest available call, dated by the transcript provider. Management expectations, not completed milestones or guarantees. Relative dates retain the speaker's wording. | |
id.hq | SEC filing business address | Memphis, TN | OFFICIAL | SEC EDGAR filer business address — The SEC filer business address. Our market-data provider separately lists "6400 Poplar Avenue, Memphis, TN, 38197, US". |
FMP — 66 facts from Financial Modeling Prep endpoint families
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
px.last | Latest provided price | $31.97 | FMP | Financial Modeling Prep (FMP) · quote — Dated to the US trading session the price belongs to, derived from the quote record's timestamp (weekend and pre-open reads roll back to the previous weekday; exchange holidays are not modelled). The record does not establish an exchange execution time. Retrieved 2026-10-04T23:04:48.743Z. | |
px.change | Change on the day | -1.69% | FMP | Financial Modeling Prep (FMP) · quote | |
px.mcap | Market capitalisation | $16.9B | FMP | Financial Modeling Prep (FMP) · quote — Date unknown Market cap record date: 2026-10-02. FMP quote timestamp: 2026-10-02T19:59:59.000Z. Captured from FMP at 2026-10-04T23:04:45.305Z. No share-count basis is inferred; this page preserves the reported amount instead of recalculating it from shares. | |
px.change_abs | Change on the day, in dollars | −$0.55 | FMP | Financial Modeling Prep (FMP) · quote | |
fin.q_revenue | Revenue, Q2 FY2026 | $6.00B | FMP | Financial Modeling Prep (FMP) · income statement (quarterly) | |
px.pe | Price / earnings (trailing) | 13.51 | FMP | Financial Modeling Prep (FMP) · quote | |
px.volume | Shares traded on the day | 5.60M | FMP | Financial Modeling Prep (FMP) · quote | |
px.beta | Beta | 0.88 | FMP | Financial Modeling Prep (FMP) company profile | |
id.ceo | Chief executive | Andrew K. Silvernail | FMP | Financial Modeling Prep (FMP) key executives (proxy-derived) — Titles and pay come from the company's proxy statement as our provider parsed it. | |
id.employees | Employees | 62,602 | FMP | Financial Modeling Prep (FMP) employee count, from the company's filing | |
fin.annual | Revenue and net result by fiscal year | 5 fiscal years, FY2021 through FY2025: FY2021 revenue $19.36B, net result $1.75B; FY2022 revenue $21.16B, net result $1.50B; FY2023 revenue $18.92B, net result $302.00M; FY2024 revenue $18.62B, net result $557.00M; FY2025 revenue $24.90B, net result −$3.52B | FMP | Financial Modeling Prep (FMP), from the company's 10-K income statements | |
fin.rev_mix | Reported revenue segments | Global Cellulose Fibers $2.79B · EMEA Industrial Packaging $1.35B · North American Industrial Packaging $14.29B | FMP | Financial Modeling Prep (FMP) revenue segmentation, from the company's 10-K | |
fin.gross_margin | Gross margin (trailing twelve months) | 27.7% | FMP | Financial Modeling Prep (FMP) key-metrics-ttm + ratios-ttm — A ratio our provider could not compute is absent rather than shown as zero. | |
fin.q_table.depth.2026-06-30.revenue_k | Revenue — period end 2026-06-30 | $6.00B | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-06-30.sga_k | SG&A — period end 2026-06-30 | $1.09B | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-06-30.operating_result_k | FMP standardized operating result — period end 2026-06-30 | $45.00M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-03-31.revenue_k | Revenue — period end 2026-03-31 | $5.97B | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-03-31.sga_k | SG&A — period end 2026-03-31 | $1.02B | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-03-31.operating_result_k | FMP standardized operating result — period end 2026-03-31 | $174.00M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-12-31.revenue_k | Revenue — period end 2025-12-31 | $6.01B | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-12-31.sga_k | SG&A — period end 2025-12-31 | $1.09B | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-12-31.operating_result_k | FMP standardized operating result — period end 2025-12-31 | −$2.56B | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-09-30.revenue_k | Revenue — period end 2025-09-30 | $6.22B | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-09-30.sga_k | SG&A — period end 2025-09-30 | $1.02B | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-09-30.operating_result_k | FMP standardized operating result — period end 2025-09-30 | −$426.00M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
earn.history.depth.2026-07-30.revenue_actual | Revenue · reported — report date 2026-07-30 | $6.00B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-07-30.revenue_estimated | Revenue · estimate — report date 2026-07-30 | $6.19B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-07-30.eps_actual | EPS · reported — report date 2026-07-30 | $0.0400 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-07-30.eps_estimated | EPS · estimate — report date 2026-07-30 | −$0.0299 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-04-30.revenue_actual | Revenue · reported — report date 2026-04-30 | $5.97B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-04-30.revenue_estimated | Revenue · estimate — report date 2026-04-30 | $6.02B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-04-30.eps_actual | EPS · reported — report date 2026-04-30 | $0.1500 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-04-30.eps_estimated | EPS · estimate — report date 2026-04-30 | $0.1466 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-01-29.revenue_actual | Revenue · reported — report date 2026-01-29 | $6.01B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-01-29.revenue_estimated | Revenue · estimate — report date 2026-01-29 | $5.91B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-01-29.eps_actual | EPS · reported — report date 2026-01-29 | −$0.0800 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-01-29.eps_estimated | EPS · estimate — report date 2026-01-29 | $0.2800 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2025-10-30.revenue_actual | Revenue · reported — report date 2025-10-30 | $6.22B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2025-10-30.revenue_estimated | Revenue · estimate — report date 2025-10-30 | $6.73B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2025-10-30.eps_actual | EPS · reported — report date 2025-10-30 | −$0.4300 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2025-10-30.eps_estimated | EPS · estimate — report date 2025-10-30 | $0.4684 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
fin.q_table | Quarterly income statement | 4 quarters through Q2 FY2026 | FMP | Financial Modeling Prep (FMP) · income statement (quarterly), as filed | |
fin.cash_investments | Cash and short-term investments | $726.00M | FMP | Financial Modeling Prep (FMP), from the company's balance sheet — Long-term investments are shown separately; their marketability is not established by the provider field. The cash and short-term investment balance does not establish unrestricted availability. Long-term investments are excluded and remain unclassified. Restrictions on cash and short-term investments require separate review. | |
fin.opcf_latest | Latest-quarter operating cash flow | $526.00M | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Period end: 2026-06-30. Negative operating cash flow means cash used. This figure is not a cash-runway estimate. | |
fin.long_term_investments | Long-term investments (classification unverified) | $2.36B | FMP | Financial Modeling Prep (FMP), from the company's balance sheet — Long-term investments are shown separately; their marketability is not established by the provider field. The cash and short-term investment balance does not establish unrestricted availability. | |
fin.total_debt | Total debt | $9.69B | FMP | Financial Modeling Prep (FMP), from the company's balance sheet — Long-term investments are shown separately; their marketability is not established by the provider field. The cash and short-term investment balance does not establish unrestricted availability. | |
fin.price_to_book | Price to book value | 1.17× | FMP | Financial Modeling Prep (FMP) key-metrics-ttm + ratios-ttm — A ratio our provider could not compute is absent rather than shown as zero. | |
fin.opcf.depth.2026-06-30.operating_cash_flow_m | Operating cash flow — period end 2026-06-30 | $526.00M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2026-03-31.operating_cash_flow_m | Operating cash flow — period end 2026-03-31 | $611.00M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2026-06-30.capex_m | Capital expenditure (reported) — period end 2026-06-30 | −$533.00M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2026-03-31.capex_m | Capital expenditure (reported) — period end 2026-03-31 | −$517.00M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2025-12-31.operating_cash_flow_m | Operating cash flow — period end 2025-12-31 | $905.00M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2025-12-31.capex_m | Capital expenditure (reported) — period end 2025-12-31 | −$650.00M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2025-09-30.operating_cash_flow_m | Operating cash flow — period end 2025-09-30 | $605.00M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2025-09-30.capex_m | Capital expenditure (reported) — period end 2025-09-30 | −$455.00M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
earn.pt_range | Analyst price target, low to high | $46.00 – $61.00 | FMP | Financial Modeling Prep (FMP) · price-target consensus — Captured Oct 4, 2026 · Coverage not supplied | |
earn.pt_consensus | Consensus analyst price target | $50.14 | FMP | Financial Modeling Prep (FMP) · price-target consensus — Captured Oct 4, 2026 · Coverage not supplied | |
earn.pt_median | Median analyst price target | $49.00 | FMP | Financial Modeling Prep (FMP) · price-target consensus — Captured Oct 4, 2026 · Coverage not supplied | |
own.insiders | Insider transactions via FMP | 16 transactions · 1 purchases, 2 sales, 13 other transactions · 12 identified insiders · of the newest 60 records, those within the last 180 days, newest dated Aug 7, 2026 | FMP | Financial Modeling Prep (FMP), carrying Form 4 transaction records — Purchases and sales use the reported transaction category. Other transactions include awards, exercises, gifts, withholding and unclassified activity; an acquisition or disposition alone is not a purchase or sale. These records do not establish intent. | |
own.institutions.depth.holders | Reporting holders | 899 | FMP | Financial Modeling Prep (FMP) institutional ownership summary, from 13F filings — 13F filings are quarterly and lag the quarter end by up to 45 days. Period end Jun 30, 2026 | |
own.institutions.depth.holders_previous_quarter | Previous quarter · holders | 876 | FMP | Financial Modeling Prep (FMP) institutional ownership summary, from 13F filings — 13F filings are quarterly and lag the quarter end by up to 45 days. Prior to period end Jun 30, 2026 | |
own.top_holders.depth.holder_0.shares | Capital Research Global Investors — shares in provider snapshot | 78,469,265 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. | |
own.top_holders.depth.holder_1.shares | Blackrock, INC. — shares in provider snapshot | 50,942,140 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. | |
own.top_holders.depth.holder_2.shares | Price T Rowe Associates INC /Md/ — shares in provider snapshot | 45,497,485 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. | |
own.top_holders.depth.holder_3.shares | Vanguard Capital Management LLC — shares in provider snapshot | 34,552,688 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. | |
own.top_holders.depth.holder_4.shares | State Street Corp — shares in provider snapshot | 32,999,909 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. |
UNRECORDED — 5 facts from stored observations whose source was not recorded
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
earn.next | Next earnings date | Oct 28, 2026 | UNRECORDED | Stored earnings-calendar observation — Captured 2026-09-14 | |
earn.history | Reported versus estimated, recent quarters | EPS beat 3 of 8 | UNRECORDED | Stored earnings-history observation — Captured 2026-10-04 | |
px.range52 | 52-week range | $29.26 – $50.25 | UNRECORDED | Stored company-profile observation — Captured 2026-10-04 | |
fin.scores | Distress and quality screens | Altman Z 1.05 · Piotroski F 3 | UNRECORDED | Stored financial-scores observation — Captured 2026-10-03 · Expired observation | |
fin.ratios | Return and yield ratios (trailing twelve months) | ROE -22.4% · ROA -9.4% · current ratio 1.10 · earnings yield -19.6% · free-cash-flow yield 2.8% | — | UNRECORDED | Stored key metrics — Date unknown |
COMPUTED — 5 facts from our arithmetic, formula restated
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
fin.mcap_to_cash | Market value per dollar of cash and short-term investments | 23.28× | — | COMPUTED | Computed on this page from the figures above — The market capitalisation printed on this page divided by cash and short-term investments of $726.00M at Jun 30, 2026. Long-term investments are excluded and remain unclassified. Restrictions on cash and short-term investments require separate review. Market cap record date: 2026-10-02. Balance-sheet reference date: 2026-06-30. The inputs do not establish a single common source date for this ratio. |
div.ttm_per_share | Dividends per share, last 12 months (split-adjusted) | $1.85 | COMPUTED | Financial Modeling Prep (FMP) split-adjusted dividend history — Sum of 4 split-adjusted declared dividends with an ex-date in the 365 days to 2026-10-04, per current share. Ex-dates are not payment dates; special dividends are included. Not a declared annual rate. | |
div.ttm_yield | Dividend yield, last 12 months | 5.79% | COMPUTED | Financial Modeling Prep (FMP) split-adjusted dividend history and quote — Split-adjusted dividends with ex-dates in the trailing 365-day window divided by the packet price, on the same current-share basis. Price date follows the quote, latest price bar or packet-build day when unstamped. Not a forecast or declared annual rate. | |
earn.history.depth.2026-07-30.revenue_actual.comparison | Latest report · revenue vs estimate | Below estimate | Report date · | COMPUTED | Computed from Financial Modeling Prep (FMP) earnings — Earnings-history note — Method: compare reported revenue ($6.00B) with the recorded estimate ($6.19B) at displayed precision. Equal displayed values are in line. This compares reported results with recorded estimates, not investment returns. |
earn.history.depth.2026-07-30.eps_actual.comparison | Latest report · EPS vs estimate | Above estimate | Report date · | COMPUTED | Computed from Financial Modeling Prep (FMP) earnings — Earnings-history note — Method: compare reported EPS ($0.0400) with the recorded estimate (−$0.0299) at displayed precision. Equal displayed values are in line. This compares reported results with recorded estimates, not investment returns. |
OURS — 2 facts from Stock Expert AI's own score and rank
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
ours.moonshot | MoonshotScore v2 | 41 of 100 · Weak · pillars 27 / 17 / 35 / 11 / 33 | OURS | Stock Expert AI MoonshotScore v2 engine | |
ours.moonshot_change | MoonshotScore movement | 41 (stored snapshot Oct 3, 2026) → 41 (current publication computed Oct 4, 2026) (0) | OURS | Stock Expert AI current score publication and immutable score snapshots |
Fact-family notes
- Quarterly statement note. Source series as of 2026-06-30. USD. The operating result is the FMP-standardized value supplied by FMP; it may differ from a filing’s GAAP loss from operations when the provider classifies separately presented items differently. It is not net income or cash flow. Applies to Fact IDs:
fin.q_table.depth.2026-06-30.revenue_k,fin.q_table.depth.2026-06-30.sga_k,fin.q_table.depth.2026-06-30.operating_result_k,fin.q_table.depth.2026-03-31.revenue_k,fin.q_table.depth.2026-03-31.sga_k,fin.q_table.depth.2026-03-31.operating_result_k,fin.q_table.depth.2025-12-31.revenue_k,fin.q_table.depth.2025-12-31.sga_k,fin.q_table.depth.2025-12-31.operating_result_k,fin.q_table.depth.2025-09-30.revenue_k,fin.q_table.depth.2025-09-30.sga_k,fin.q_table.depth.2025-09-30.operating_result_k. - Earnings-history note. Source series as of 2026-07-30. Dates are report dates, not fiscal period ends. Revenue is in USD; EPS is USD per share, rounded to four decimals. The earnings feed does not establish a basic, diluted or adjusted basis. Earnings-feed EPS may differ from statement EPS; the two series are not combined. Applies to Fact IDs:
earn.history.depth.2026-07-30.revenue_actual,earn.history.depth.2026-07-30.revenue_estimated,earn.history.depth.2026-07-30.revenue_actual.comparison,earn.history.depth.2026-07-30.eps_actual.comparison,earn.history.depth.2026-07-30.eps_actual,earn.history.depth.2026-07-30.eps_estimated,earn.history.depth.2026-04-30.revenue_actual,earn.history.depth.2026-04-30.revenue_estimated,earn.history.depth.2026-04-30.eps_actual,earn.history.depth.2026-04-30.eps_estimated,earn.history.depth.2026-01-29.revenue_actual,earn.history.depth.2026-01-29.revenue_estimated,earn.history.depth.2026-01-29.eps_actual,earn.history.depth.2026-01-29.eps_estimated,earn.history.depth.2025-10-30.revenue_actual,earn.history.depth.2025-10-30.revenue_estimated,earn.history.depth.2025-10-30.eps_actual,earn.history.depth.2025-10-30.eps_estimated. - Cash-flow note. Source series as of 2026-06-30. USD. Negative operating cash flow means cash used. Capital expenditure keeps the provider’s reported sign; it is not added here to estimate free cash flow or runway. Applies to Fact IDs:
fin.opcf.depth.2026-06-30.operating_cash_flow_m,fin.opcf.depth.2026-03-31.operating_cash_flow_m,fin.opcf.depth.2026-06-30.capex_m,fin.opcf.depth.2026-03-31.capex_m,fin.opcf.depth.2025-12-31.operating_cash_flow_m,fin.opcf.depth.2025-12-31.capex_m,fin.opcf.depth.2025-09-30.operating_cash_flow_m,fin.opcf.depth.2025-09-30.capex_m.
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Sources used for research written 2026-09-12
Historical evidence preserved with this analysis. Current figures are listed separately above.
| Evidence | Captured value | Source date | Source type | Source |
|---|---|---|---|---|
| Business description | International Paper Company, established in 1898 and headquartered in Memphis, Tennessee, functions as a leading global packaging enterprise. Its extensive operational footprint spans the United States, Europe, the Middle East, Africa, the Pacific Rim, Asia, and various other regions across the Americas. The company's business activities are structured into two principal divisions: Industrial Packaging and Global Cellulose Fibers. The Industrial Packaging segment is dedicated to producing a diverse range of containerboards, which encompass linerboard, medium, whitetop, recycled linerboard, recycled medium, and saturating kraft. Concurrently, the Global Cellulose Fibers division supplies fluff, market, and specialized pulps. These pulps are integral components for a wide array of products, including absorbent hygiene items such as baby diapers, feminine care, and adult incontinence products, alongside other non-woven goods, and traditional tissue and paper products. Additionally, they find application in numerous non-absorbent sectors like textiles, filtration systems, building materials, paints and protective coatings, reinforced plastics, and various other industrial uses. International Paper distributes its products directly to ultimate consumers and converters, as well as through an established network of agents, resellers, and paper distributors. | 2026-09-12 | FMP | Financial Modeling Prep (FMP) company profile |
| Sector / industry (provider taxonomy) | Basic Materials / Paper, Lumber & Forest Products The company's SEC filings classify it under SIC 2621 — Paper Mills. | 2026-09-12 | FMP | Financial Modeling Prep (FMP) company profile |
| Revenue by segment | Global Cellulose Fibers: $2.79B; EMEA Industrial Packaging: $1.35B; North American Industrial Packaging: $14.29B | 2024-12-31 | FMP | Financial Modeling Prep (FMP) revenue segmentation, from the company's 10-K |
| Annual revenue and net result (USD millions) | Captured record · 5 entries
| 2025-12-31 | FMP | Financial Modeling Prep (FMP), from the company's 10-K income statements |
| Quarterly income statement (USD thousands) | Captured record · 8 entries
| 2026-06-30 | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements |
| Operating cash flow by quarter (USD millions) | Captured record · 8 entries
| 2026-06-30 | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements |
| Management outlook — dated call excerpts | Captured record · 3 entries
Selected verbatim statements from the latest available call, dated by the transcript provider. Management expectations, not completed milestones or guarantees. Relative dates retain the speaker's wording. | 2026-07-30 | OFFICIAL | Company earnings call, transcript via Financial Modeling Prep (FMP) |
| Reported versus estimated, last 8 quarters | Captured record · 8 entries
| 2026-07-30 | FMP | Financial Modeling Prep (FMP) earnings |
| Most recent periodic reports | 2026-08-05 | OFFICIAL | SEC EDGAR filer submissions | |
| Cash, investments and debt | Total debt: $9.69B; Liquidity basis: cash and short-term investments; Total liabilities: $22.07B; Cash and short-term investments: $726.00M; Cash and investments: $3.08B; Long-term investments: $2.36B; Long-term investments classification: unclassified Long-term investments are shown separately; their marketability is not established by the provider field. The cash and short-term investment balance does not establish unrestricted availability. | 2026-06-30 | FMP | Financial Modeling Prep (FMP), from the company's balance sheet |
| Cash and investment components | Total basis: cash short and long-term investments; Total: $3.08B; Cash and short-term investments: $726.00M; Long-term investments: $2.36B; Long-term investments classification: unclassified Sums the balance sheet's cash and short-term investments with its long-term investments.; The long-term investment field does not establish marketability; the sum is not a measure of available liquidity.; These provider fields do not establish investment access restrictions or explain differences from third-party cash figures. | 2026-06-30 | COMPUTED | Computed from the balance sheet |
| Cash and short-term investments over time (USD millions) | Captured record · 8 entries
| 2026-06-30 | FMP | Financial Modeling Prep (FMP), from the company's quarterly balance sheets |
| Cash decline over the reported window | To: 2026-06-30; From: 2024-09-30; Periods: 7; Cash basis: cash and short-term investments; Closing balance: $726.00M; Decline: $433.00M; Opening balance: $1.16B; Average change per period: $61.90M Change in cash, cash equivalents and short-term investments between the 2024-09-30 and 2026-06-30 balance sheets.; This is a balance change, not operating burn: financing and investing move it too.; Averaged over 7 reporting periods of unequal length. | 2026-06-30 | COMPUTED | Computed from reported balances |
| Cash against market value | As of: 2026-06-30; Cash basis: cash and short-term investments; Net cash: -$8.96B; Total debt: $9.69B; Cash and investments: $726.00M Price-based multiples captured at research time are not repeated here; the page shows each once, from current figures with their own dates. Cash is the latest reported cash and short-term investment balance; long-term investments are excluded. Market capitalization is the latest provider value.; The reported balance does not establish unrestricted availability or liquidation value.; The two are measured on different dates — the balance sheet is a quarter-end, the market cap is a recent close.; Debt is total debt as reported, including operating lease liabilities where the filer includes them. | 2026-06-30 | COMPUTED | Computed from the balance sheet and the latest market capitalization |
| Trailing twelve-month ratio set | Quick ratio: 0.84; Current ratio: 1.1; Debt to equity: 0.67; Net margin: -14.2%; Gross margin: 27.7%; Operating margin: -11.5%; Return on assets: -9.4%; Return on equity: -22.4% Price-based multiples captured at research time are not repeated here; the page shows each once, from current figures with their own dates. A ratio our provider could not compute is absent rather than shown as zero. | 2026-09-12 | FMP | Financial Modeling Prep (FMP) key-metrics-ttm + ratios-ttm |
| Distress and quality screens | Altman Z-score: 1.08; Piotroski F-score: 3 Altman Z below 1.8 is the conventional distress zone. The screen is built for manufacturers and industrials; for banks, insurers and property companies it is not a meaningful reading. | 2026-09-12 | FMP | Financial Modeling Prep (FMP) financial scores |
| Next earnings report | Date: 2026-10-28; EPS estimate: $0.33 per share; Revenue estimate: $6.25B The date is our provider's estimate until the company confirms it. | 2026-09-12 | FMP | Financial Modeling Prep (FMP) earnings calendar |
| Analyst revenue and earnings estimates (average) | Captured record · 4 entries
| 2026-09-12 | FMP | Financial Modeling Prep (FMP) analyst estimates |
Data provided for informational purposes only.
ETFs that hold IP
Funds in our ETF coverage that list IP among the top 10 holdings on their fund page, largest weight first. Each weight is the fund's reported holding weight as of the date in its row.
| ETF | Weight | Holdings as of |
|---|---|---|
| First Trust Indxx Global Natural Resources Income ETF (FTRI) | 3.98% |