Sylvamo Corporation (SLVM)

In the past six months, Sylvamo Corp. has experienced stock events including a share surge in January 2026. Analysts have provided an average one-year price target of $60.33, implying a potential upside. The company has been actively returning capital to shareholders through share repurchases and dividends. David Petratis was named chairman in December 2025. Bank of America Securities reiterated a positive stance on Sylvamo, citing expected operating-rate improvements and potential pricing power in uncoated freesheet paper from 2026.

Demand for Sylvamo Corp.'s products exhibits seasonality, particularly in its Latin American segment, where the fourth quarter is typically the strongest and the first quarter is the weakest. Globally, the company operates within a market facing a structural decline in demand for printing and writing paper. Demand in Latin America, particularly Brazil, has shown more resilience.

Sylvamo Corporation is a global paper company that produces and markets uncoated freesheet paper and market pulp. The company transforms renewable resources into essential papers for education, communication, and entertainment. Its major products include cutsize and offset paper, as well as pulp, aseptic and liquid packaging board, and coated unbleached kraft papers. Sylvamo offers a broad portfolio of branded papers serving various applications including printing, business forms, and digital and offset printing.

Sylvamo Corp. has a significant global presence with operations across Europe, Latin America, and North America. The company's global headquarters is located in Memphis, Tennessee, United States. In Europe, Sylvamo's headquarters is in Brussels, Belgium, with mills in Saillat, France, and Nymolla, Sweden, and a services center in Poland. Its Latin American operations include three mills and certified eucalyptus forestlands in Brazil, with the regional headquarters in Mogi Guacu, Brazil. In North America, the company operates primary manufacturing facilities in Eastover, South Carolina, and Ticonderoga, New York, with key revenue generated from this region.

Sylvamo Corporation emphasizes a mission centered on transforming renewable resources into essential papers while upholding core values of ethical conduct. The company aims to be the preferred choice for employees, customers, and investors. Sylvamo has strong brand recognition and an established presence in the uncoated papers market. The company also highlights its industry-leading employee safety record.

Sylvamo Corp. is predominantly owned by institutional investors, holding the vast majority of shares. Insiders own a smaller portion, while retail investors hold a minimal percentage. Major institutional owners include Atlas FRM LLC, BlackRock Inc., and The Vanguard Group Inc. ACR Group Paper Holdings Jr LP is the largest individual Sylvamo shareholder. Recent insider trading activity indicates more selling than buying.