International Paper Company (IP)

Several events have impacted International Paper Co.'s stock in the past six months. The company completed the acquisition of DS Smith in January 2025, impacting financial reporting. In August 2025, International Paper announced strategic changes, including the sale of its Global Cellulose Fibers business and a restructuring of its North American packaging operations, leading to layoffs. In October 2025, ProAmpac acquired International Paper's bag converting operations. International Paper also declared quarterly dividends and is scheduled to release its second and third-quarter earnings. General market volatility due to trade tariffs in April 2025 also affected investment markets globally.

Demand for International Paper's products exhibits seasonality, particularly within the pulp and packaging sectors. Pulp demand generally experiences a minor peak season from March to June and a major peak season from September to December. Demand for white card paper is typically low in the early months of the year, with the fourth quarter marking the peak. Printing paper also sees peak demand from March to June and again from September to December. The packaging paper industry tends to shift from an off-season to a peak season in the third quarter, with the festive season being a critical period.

International Paper Co. is a global leader in the paper and packaging industry, specializing in renewable fiber-based products. The company operates through Industrial Packaging and Global Cellulose Fibers segments, producing containerboards and pulps for various applications.

International Paper has a significant global presence, with operations spanning North America, Latin America, Europe, and North Africa. The company serves customers worldwide and has a presence in over 30 countries, managing approximately 23 million hectares of forestland globally. Its headquarters are located in Memphis, Tennessee, USA, with an EMEA headquarters in London, UK, and regional offices in places like Brussels, Belgium.

International Paper has maintained a brand reputation focused on sustainability and innovation in the packaging and pulp industry. The company emphasizes its role as a global leader in sustainable packaging solutions, transforming renewable resources into essential products. The restructuring of its North American packaging operations and the sale of its Global Cellulose Fibers business in August 2025 resulted in layoffs, which could have a localized impact on its reputation in affected communities. The acquisition of DS Smith in January 2025 also positions IP as an industry leader focused on sustainable packaging in North America and EMEA.

Institutional investors hold a significant portion of International Paper Co.'s stock, owning 81.95% of the shares. Bessemer Group Inc. boosted its position, while Wealthfront Advisers LLC reduced its stake. Other institutional investors have also recently bought new stakes or increased their holdings in International Paper.