International Paper Company (IP)

Over the past six months, International Paper Co. has experienced several events impacting its stock price. In January 2025, International Paper completed the acquisition of DS Smith for approximately $5.8 billion, aiming to enhance its presence in North America and EMEA regions. Concurrently, in 2025, the company announced the sale of its global cellulose fibers business to American Industrial Partners for $1.5 billion, with the sale completed in August 2025. In June 2025, International Paper announced operational changes in North America, including plans to close five sites in Germany and packaging facilities in Compton, California, and Louisville, Kentucky, in November 2025. In Q3 2025, the company reported operating losses, and IP's shares tumbled 12.7% following a disappointing Q3 earnings release. Recent analyst ratings have shown a mixed but generally positive outlook.

The provided search results do not explicitly detail the demand seasonality for International Paper Co. products and services. However, as a producer of packaging for e-commerce, food processing, and personal care items, demand for its products may be influenced by broader economic trends, consumer spending habits, and seasonal peaks in retail and e-commerce activity, such as holiday seasons. The company's revenue is fundamentally tied to global e-commerce growth and industrial production.

International Paper Co. is a global leader in sustainable fiber-based packaging solutions, operating primarily within the Paper and Packaging sector. The company produces renewable fiber-based packaging and pulp products, including containerboard, corrugated packaging, and cellulose fibers, utilized in various applications. International Paper also provides recycling services. The company has been strategically shifting its focus to become a pure-play packaging provider, with the acquisition of DS Smith in January 2025 and the planned divestiture of its Global Cellulose Fibers business.

International Paper has a significant global presence with manufacturing operations in North America, Latin America, Europe, and North Africa. It also operates a packaging products distribution business, primarily through branches in Asia. Overall, International Paper has a presence in over 30 countries worldwide and manages extensive forestlands.

International Paper has maintained a strong brand reputation over the past year, marked by significant recognition for its ethical practices and overall corporate standing. International Paper was recognized by Fortune magazine as one of the "World's Most Admired Companies" for the 20th time in February 2023. In 2025, International Paper earned recognition from Ethisphere as one of the World's Most Ethical Companies for the 19th time. The company emphasizes its commitment to sustainability, using renewable materials to create low-carbon solutions and focusing on forest stewardship and responsible environmental practices. Events such as the closure of packaging facilities and the sale of its Global Cellulose Fibers division could have localized or industry-specific impacts on its reputation.

International Paper Company is predominantly owned by institutional investors, who hold over 50% of the company's shares. Major institutional owners include Price T Rowe Associates Inc, Vanguard Group Inc, Capital Research Global Investors, Capital International Investors, BlackRock, Inc., and State Street Corp. Price T Rowe Associates Inc is the largest individual institutional shareholder, owning 12.54% of the company's shares. Insiders own less than 1% of the company.