International Paper Company (IP)

Over the past six months, International Paper's stock price has experienced fluctuations, closing at $47.17 on October 3, 2025, a decline of 5.71% from October 1, 2024. Key events include the Q2 2025 earnings report where earnings per share missed estimates but revenue exceeded expectations, a quarterly dividend declaration of $0.4625 per share, analyst rating changes from JPMorgan Chase & Co., Wells Fargo & Company, Wall Street Zen, and Bank of America, insider selling by SVP Joseph R. Saab, the completion of the DS Smith acquisition, and an Investor Day providing FY25 revenue and adjusted EBITDA guidance.

The demand for International Paper's products is subject to industry capacity and economic conditions, with historically lower seasonal demand in the first quarter. The corrugated packaging segment is an important input for the e-commerce market, which has shown resilience. While 2023 saw a challenging demand environment, the company expected the demand recovery trend from Q4 2023 to continue into 2024, with anticipated box demand growth of 3%.

International Paper Company is a global leader in manufacturing renewable fiber-based packaging, pulp, and paper products. Established in 1898, it operates in the Basic Materials sector, focusing on industrial packaging, printing paper, consumer packaging, and distribution. Its major products include containerboard, corrugated packaging, printing and writing papers, and cellulose fibers. In 2022, International Paper reported revenues of $25.2 billion.

International Paper has a vast global presence, managing approximately 23 million hectares of forestland and operating in over 150 countries. Its operations span North America, Latin America, Europe, North Africa, and Asia, with a significant presence in the United States, Mexico, and Chile. As of late 2021, the company operated numerous facilities in the United States, Canada, Europe, North Africa, and Latin America. Approximately 84% of its adjusted EBITDA is generated in the U.S., with Brazil contributing 8%, and EMEA 5%.

International Paper emphasizes its commitment to sustainability and responsible sourcing, focusing on environmental stewardship. In early 2024, executives discussed a strategy to prioritize "value over volume," implementing new price increases. The company reported a challenging market environment in 2023 with lower demand. International Paper announced plans to close four facilities across the U.S. by April 2025. The company publishes a sustainability report, contributing to its reputation as a company mindful of its ecological footprint.

International Paper Co. is predominantly owned by institutional shareholders, who hold approximately 97.63% of the company's stock. Insiders own about 1.45%, and retail investors hold 0.92%. The largest institutional shareholders include Vanguard Group Inc., Price T Rowe Associates Inc., Capital Research Global Investors, and BlackRock Inc.