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StockUnited StatesNYSE

IP

International Paper Company

Consumer Cyclical · Packaging & Containers

34.64USD

-1.8500 (-5.07%)

DescriptionHistoricalFinancialsRelative ValueResearchNewsDiscussionOptionsPrice Chart ↗Fundamental Chart ↗

Estimates and surprises

Consensus EPS on the street’s adjusted basis, not the filed GAAP figure — which is why the actuals here can differ from the income statement.

PeriodConsensus EPS90 days agoRevisions up (30d)Revisions down (30d)
Current quarter$0.32▼$0.5308
Next quarter$0.83▲$0.7271
Current year$1.34▼$1.3735
Next year$2.99▲$2.6891

Recent quarters

Beat in 2 of the last 4

QuarterEstimateActualSurprise
2026-06-30$-0.04$0.04+0.08 (+205.4%)
2026-03-31$0.14$0.15+0.01 (+5.4%)
2025-12-31$0.25$-0.08-0.33 (-131.9%)
2025-09-30$0.59$-0.43-1.02 (-173.0%)

Wall Street coverage

271 ratings from 27 firms

Ratings are attributed to the research firm, not to individual analysts. See every ticker.

FirmActionRatingPrice TargetDate
UBSMaintainedNeutral$40 $47Jul 31, 2026
CitigroupMaintainedBuy$43 $48Jul 31, 2026
RBC CapitalMaintainedOutperform$48 $52Jul 31, 2026
Wells FargoMaintainedOverweight$42 $46Jul 31, 2026
Truist SecuritiesReiteratedBuy$46 $49Jul 31, 2026
Deutsche BankUpgraded from HoldBuy$39 $50Jul 31, 2026
JP MorganUpgraded from NeutralOverweight$51 $61Jul 28, 2026
RBC CapitalMaintainedOutperform$45 $48Jul 17, 2026
Truist SecuritiesMaintainedBuy$40 $46Jul 15, 2026
CitigroupMaintainedBuy$36 $43Jul 9, 2026
JP MorganMaintainedNeutral$43 $51Jul 9, 2026
Wells FargoMaintainedOverweight$39 $42Jul 9, 2026
UBSMaintainedNeutral$40 $32May 4, 2026
CitigroupMaintainedBuy$44 $36May 4, 2026
Wells FargoUpgraded from Equal-WeightOverweight$38 $39May 4, 2026
Seaport GlobalUpgraded from NeutralBuy$39May 1, 2026
JP MorganMaintainedNeutral$46 $43May 1, 2026
RBC CapitalMaintainedOutperform$48 $45May 1, 2026
Truist SecuritiesMaintainedBuy$48 $44Apr 15, 2026
CitigroupMaintainedBuy$47 $44Apr 14, 2026
UBSMaintainedNeutral$44 $40Apr 10, 2026
Deutsche BankInitiated from SellHold$38Apr 1, 2026
Wells FargoMaintainedEqual-Weight$40 $38Mar 20, 2026
CitigroupMaintainedBuy$46 $47Feb 2, 2026
UBSDowngraded from BuyNeutral$51 $44Feb 2, 2026

Insider transactions

45 filings from 16 insiders · 7 buy / 2 sell over 6m

Officers and directors of IP, from the last two years of filings. Grants, gifts and option exercises are shown but not colour-coded — they are compensation, not a view on the price.

InsiderActionSharesPriceValueDate
HAMIC WILLIAM THOMASPresidentSell24.5k$41.20$1.01MAug 7, 2026
GOUGHNOUR HOLLY GOfficerSell3.5k$41.96$147kAug 4, 2026
DORDUNCU AHMET CDirectorGrant5.3k——May 12, 2026
ROBBIE DAVID ADirectorGrant5.3k——May 12, 2026
GUSTAFSSON PER ANDERSDirectorGrant11.1k——May 12, 2026
HINMAN JACQUELINE C.DirectorGrant5.3k——May 12, 2026
SULLIVAN KATHRYN D.DirectorGrant7.9k——May 12, 2026
TOZIER SCOTT ADirectorBuy10.0k$31.30$313kMay 1, 2026
GUSTAFSSON PER ANDERSDirectorBuy26.1k$37.83$1.00MMar 12, 2026
NICHOLLS TIMOTHY SPresidentGrant52.2k$46.58$2.43MFeb 9, 2026
HAMIC WILLIAM THOMASPresidentGrant43.2k$46.58$2.01MFeb 9, 2026
SAAB JOSEPH RGeneral CounselGrant24.3k$46.58$1.13MFeb 9, 2026
GOUGHNOUR HOLLY GOfficerGrant6.3k$46.58$295kFeb 9, 2026
SILVERNAIL ANDREW K.Chief Executive OfficerBuy50.0k$39.98$2.00MJan 30, 2026
CONNOR CHRISTOPHER MDirectorBuy25.0k$40.37$1.01MJan 30, 2026
FLORES MELISSA SOfficerGrant24.8k——Jan 5, 2026
GOUGHNOUR HOLLY GOfficerGrant3.9k——Dec 31, 2025
ELLIS CLAYTON ROfficerSellindirect18.8k$36.85$693kNov 18, 2025
SAAB JOSEPH RGeneral CounselSell9.0k$45.54$410kSep 16, 2025
DORDUNCU AHMET CDirectorGrant4.0k——May 12, 2025

Analyst Notes

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Analyst Ratings

11 analysts covering

PeriodStrong BuyBuyHoldSellStrong SellConsensus
Current36300Buy2.00
1 mo ago36201Buy2.17
2 mo ago26400Buy2.17
Price target$48.00$39.00 – $61.00
+38.6% to target