Sylvamo (SLVM)

• Market cap: $1.8B
• 1 day: 0.27%
• 5 days: 1.66%
• 1 month: -9.77%
• 3 months: -19.54%
• 6 months: -35.69%
• Year to date: -43.63%
• 1 year: -43.58%
• 5 years: 78.88%
• 10 years: 78.88%
• Sector: Materials
• Industry: Paper & Paper Products

About: Sylvamo Corp is an uncoated papers company with a broad portfolio of top-tier brands and low-cost, large-scale paper mills, it produces uncoated freesheet (UFS) for paper products such as cut size and offset paper, as well as market pulp. The company offers Copy and Printer papers, Commercial Printing papers, Converting papers and Specialty papers. It operates in three geographical segments: Europe, Latin America, and North America. Key revenue is generated from North America.

Employees: 6,500

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

16% more call options, than puts

Call options by funds: $606K | Put options by funds: $524K

0% more funds holding in top 10

Funds holding in top 10: 1 [Q1] → 1 (+0) [Q2]

1% less repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 108

4% less funds holding

Funds holding: 380 [Q1] → 363 (-17) [Q2]

4.89% less ownership

Funds ownership: 94.87% [Q1] → 89.98% (-4.89%) [Q2]

18% less first-time investments, than exits

New positions opened: 50 | Existing positions closed: 61

29% less capital invested

Capital invested by funds: $2.58B [Q1] → $1.84B (-$744M) [Q2]

Research analyst outlook

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

• Low target: $64 43% upside
• Avg. target: $64 43% upside
• High target: $64 43% upside

1 analyst rating

• positive: 0 0%
• neutral: 0 0%
• negative: 1 100%

B of A Securities George Staphos

43% upside $64

Underperform Maintained

9 Jul 2025