International Paper

IP

Market cap $23B

International Paper Company (IP) Presents at Bank of America 2026 Global Agriculture and Materials Conference Transcript

During times of turbulence and uncertainty in the markets, many investors turn to dividend-yielding stocks. These are often companies that have high free cash flows and reward shareholders with a high dividend payout.

Diamond Hill Select Strategy returned 4.41% (net of fees) and the Russell 3000 Index returned 2.40%. General Motors has taken market share while maintaining pricing and growing in the electric vehicle and software services spaces. Ashland's shares benefited after the investment arm of Standard Industries, a prominent activist investor in the sector, announced that it took a 10% economic interest in the company, adding to investor confidence.

MEMPHIS, Tenn., Feb. 2, 2026 /PRNewswire/ -- International Paper Chief Executive Officer Andy Silvernail will speak at Bank of America Securities 2026 Global Agriculture and Materials Conference on February 26, 2026.

International Paper posts a Q4 adjusted loss, misses estimates and unveils plans to split its packaging units, even as sales jump 53% and margins improve.

International Paper Company (NYSE: IP) shares gave up prior gains and are trading lower on Thursday. The company reported mixed earnings results and announced its plan to split into two public companies.

International Paper Company (IP) Q4 2025 Earnings Call Transcript

While the top- and bottom-line numbers for International Paper (IP) give a sense of how the business performed in the quarter ended December 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

International Paper (IP) is downgraded to hold after a failed DS Smith acquisition and plans to split into two companies. Q4 results were weak, with a $0.08 loss and a $2.5B goodwill impairment, highlighting structural and cyclical challenges. Management's 2026–2027 EBITDA and free cash flow targets appear overly ambitious given muted macro and ongoing restructuring costs.

International Paper said it was splitting into two publicly traded companies — keeping its brand for North American operations and creating a new company for Europe, Middle East and Africa operations.