International Paper (IP)

• Market cap: $27.7B
• 1 day: 0.00%
• 5 days: 4.53%
• 1 month: 11.32%
• 3 months: 11.89%
• 6 months: -2.75%
• Year to date: -1.41%
• 1 year: 22.14%
• 5 years: 59.74%
• 10 years: 15.77%
• Sector: Consumer Discretionary
• Industry: Packaging & Containers

About: International Paper manufactures packaging products and cellulose fibers. It accounts for roughly one third of the North American corrugated packaging market. Though it has operations in Brazil, India, and China, more than three fourths of its sales come from North America. International Paper serves a variety of end markets, including industrial, consumer products, and manufacturing.

Employees: 37,000

Fund manager confidence

Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)

60% more call options, than puts

Call options by funds: $316M | Put options by funds: $197M

40% more repeat investments, than reductions

Existing positions increased: 380 | Existing positions reduced: 272

21% more capital invested

Capital invested by funds: $21.5B [Q4 2024] → $26.1B (+$4.55B) [Q1 2025]

2% more first-time investments, than exits

New positions opened: 111 | Existing positions closed: 109

2% less funds holding

Funds holding: 931 [Q4 2024] → 916 (-15) [Q1 2025]

21% less funds holding in top 10

Funds holding in top 10: 14 [Q4 2024] → 11 (-3) [Q1 2025]

22.14% less ownership

Funds ownership: 115.2% [Q4 2024] → 93.05% (-22.14%) [Q1 2025]

Research analyst outlook

3 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $43 18% downside
• Avg. target: $54 3% upside
• High target: $60 14% upside

3 analyst ratings

• positive: 2 67%
• neutral: 0 0%
• negative: 1 33%

Wells Fargo Gabe Hajde	18% downside $43	Underweight Maintained	10 Jul 2025
UBS Anojja Shah	14% upside $60	Buy Initiated	4 Jun 2025
Truist Securities Michael Roxland	13% upside $59	Buy Maintained	22 Apr 2025