International Paper (IP)

• Market cap: $26B
• 1 day: 2.52%
• 5 days: 10.39%
• 1 month: 3.43%
• 3 months: -12.31%
• 6 months: -13.56%
• Year to date: -7.43%
• 1 year: 23.49%
• 5 years: 55.88%
• 10 years: -8.22%
• 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 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

180% more funds holding in top 10

Funds holding in top 10: 5 [Q3] → 14 (+9) [Q4]

133% more first-time investments, than exits

New positions opened: 147 | Existing positions closed: 63

88% more call options, than puts

Call options by funds: $534M | Put options by funds: $285M

23% more capital invested

Capital invested by funds: $17.5B [Q3] → $21.5B (+$4.06B) [Q4]

12.06% more ownership

Funds ownership: 103.04% [Q3] → 115.1% (+12.06%) [Q4]

8% more funds holding

Funds holding: 861 [Q3] → 928 (+67) [Q4]

15% less repeat investments, than reductions

Existing positions increased: 286 | Existing positions reduced: 336

Research analyst outlook

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

• Low target: $40 19% downside
• Avg. target: $56 15% upside
• High target: $64 30% upside

5 analyst ratings

• positive: 4 80%
• neutral: 0 0%
• negative: 1 20%

Wells Fargo Gabe Hajde 50% 1-year accuracy 32 / 64 met price target	19% downside $40	Underweight Downgraded	9 May 2025
Truist Securities Michael Roxland 27% 1-year accuracy 3 / 11 met price target	20% upside $59	Buy Maintained	22 Apr 2025
RBC Capital Matthew McKellar 8% 1-year accuracy 2 / 24 met price target	30% upside $64	Outperform Reiterated	26 Mar 2025
JP Morgan Detlef Winckelmann 33% 1-year accuracy 1 / 3 met price target	20% upside $59	Overweight Initiated	20 Mar 2025
Citigroup Anthony Pettinari 41% 1-year accuracy 28 / 69 met price target	22% upside $60	Buy Reinstated	5 Mar 2025