International Paper Company ($IP) Stock Forecast: Up 5.4% Today

What is International Paper Company?

International Paper (IP) is a leading global producer of renewable fiber-based packaging, pulp, and paper products. The company operates in North America, Europe, Latin America, North Africa, and Russia.

Why is International Paper Company going up?

IP stock is up 5.4% on Feb 4, 2026 15:52

• The bullish movement in IP's stock today can be attributed to the positive news of the vesting of long-term executive RSU awards, aligning management incentives with shareholder performance.
• The completion of the sale of its Global Cellulose Fibers business for $1.5 billion also contributed to the market's optimism, showcasing strategic divestment and capital allocation.
• Despite the recent downgrade to a Hold rating by Goldman Sachs, the overall sentiment remains positive with a Buy rating from Citi and insider share purchases, indicating confidence in the company's future prospects.
• The market seems to be reacting favorably to IP's strategic decisions and operational performance, driving the stock's bullish momentum.

IP Price Chart

IP Technical Analysis

IP News

International Paper Reports Vesting of Long-Term Executive RSU Awards

International Paper (IP) has reported the vesting of restricted stock unit (RSU) awards from 2023 and 2024 for several senior executives under its Long-Term Incentive Plan. These RSUs were settled in common shares at no cost to the executives, with a portion sold to cover tax obligations. This action aligns management incentives with shareholder performance and ensures compliance with UK market abuse reporting rules.

https://www.tipranks.com/news/company-announcements/international-paper-reports-vesting-of-long-term-executive-rsu-awards

Principal Financial Group Inc. Has $60.18 Million Holdings in Avery Dennison Corporation $AVY

Principal Financial Group Inc. reduced its stake in Avery Dennison Corporation by 6.3% in the third quarter, holding 371,071 shares valued at $60.18 million. Despite this, several other institutional investors increased their holdings in AVY. The stock currently has a "Moderate Buy" rating from analysts, with a consensus price target of $204.36.

https://www.marketbeat.com/instant-alerts/filing-principal-financial-group-inc-has-6018-million-holdings-in-avery-dennison-corporation-avy-2026-02-04/

International Paper Completes Sale of Global Cellulose Fibers Business for US$1.5 Billion

International Paper (IP) has finalized the sale of its Global Cellulose Fibers (GCF) business to American Industrial Partners (AIP) for $1.5 billion, including preferred shares issued to IP. This transaction occurs as IP's shares are performing well, trading near their 52-week high with a market capitalization of $22.8 billion. The GCF business, which produces cellulose pulp for various personal care products, generated $2.3 billion in revenue in 2024 and involves nine industrial facilities and approximately 3,300 employees globally.

https://tissueonlinenorthamerica.com/international-paper-completes-sale-of-global-cellulose-fibers-business-for-us1-5-billion/

Goldman Sachs downgrades International Paper Co (IP) to a Hold

Goldman Sachs has downgraded International Paper Co (IP) to a Hold rating, following a similar rating from UBS. Despite the downgrade, Citi maintained a Buy rating on IP. The company recently reported a quarterly revenue of $6.01 billion and a GAAP net loss of $2.38 billion, while insider sentiment on the stock is positive, with the CEO recently purchasing 50,000 shares.

https://www.theglobeandmail.com/investing/markets/stocks/IP/pressreleases/37385570/goldman-sachs-downgrades-international-paper-co-ip-to-a-hold/

Goldman Sachs downgrades International Paper Co (IP) to a Hold

Goldman Sachs has downgraded International Paper Co (IP) to a Hold rating. This follows a similar Hold rating from UBS, while Citi has maintained a Buy rating for the company. The company recently reported a quarterly revenue of $6.01 billion and a GAAP net loss of $2.38 billion, and corporate insider sentiment is positive with recent share purchases by executives.

https://www.theglobeandmail.com/investing/markets/markets-news/Tipranks/37385570/goldman-sachs-downgrades-international-paper-co-ip-to-a-hold/

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International Paper Company Price History

03.01.2026 - IP Stock was up 5.0%

• Despite a recent Hold rating from a major financial institution, the stock of IP experienced a bullish movement, indicating potential growth opportunities that investors are noticing.
• The recent closure of a manufacturing plant and resulting job losses might be part of the company's strategic global restructuring efforts to enhance efficiency and profitability.
• Favorable insider sentiment, as evidenced by recent executive share purchases, could have bolstered investor confidence, contributing to the positive market movement.
• The market sentiment towards IP appears optimistic, likely influenced by various factors including restructuring initiatives, positive insider transactions, and the ongoing demand for paper products.

03.01.2026 - IP Stock was up 5.0%

• IP stock experienced a bullish movement likely due to the positive sentiment surrounding the upcoming CEO presentation at a conference, highlighting the company's industry leadership and commitment to sustainability.
• The weaker performance of competitors like Graphic Packaging (GPK) and Packaging Corporation of America (PKG) in their recent earnings reports may have further boosted investor confidence in IP's market position.
• Analysts maintaining a positive outlook on Weyerhaeuser (WY) and Avery Dennison (AVY) also contributed to the bullish trend, indicating a broader optimism in the sector that IP operates in.
• Overall, the bullish movement in IP's stock today could be attributed to a combination of favorable industry positioning, upcoming CEO presentation, and positive analyst sentiment in the sector.

30.00.2026 - IP Stock was down 6.3%

• The recent decline in International Paper's stock price is tied to the announcement of a fourth-quarter loss, despite surpassing sales estimates.
• Investor concerns may have arisen from the decision to separate the EMEA Packaging business and create two distinct companies, potentially impacting short-term profitability and operational efficiency.
• Market response likely reflects uncertainties surrounding the 12-15 month timeline for the strategic separation process.
• While the split intends to improve productivity and earnings in the long term, immediate market sentiment seems swayed by the near-future challenges and uncertainties linked to the restructuring.

08.00.2026 - IP Stock was up 5.2%

• The bullish movement in International Paper Co (IP) today can be attributed to several factors:
• Bank of America Securities maintaining a Buy rating on IP with a price target of $43.00, indicating confidence in the company's future performance.
• The implementation of the 2026 Long-Term Incentive Plan linking executive equity awards to Total Shareholder Return, demonstrating a commitment to aligning management incentives with shareholder value creation.
• Despite reporting a GAAP net loss in its latest quarterly earnings, the company's strategic focus on shareholder value and cost optimization through equity-based incentives may have positively influenced investor sentiment.
• The market's positive response to IP's stable performance in the packaging industry, contrasting with the volatility of other sectors, could have also contributed to the bullish movement.

09.00.2026 - IP Stock was up 5.4%

• Despite a 24.7% decline in share price over the last year, a Discounted Cash Flow (DCF) model suggests that IP is undervalued by 59.5%, indicating a potential opportunity for investors.
• The underperformance of International Paper (IP) in Q3 earnings, despite revenue growth, might have been overshadowed by positive results from its peers in the industrial packaging sector.
• The contrasting performance of Packaging Corp of America (PKG), a stable and income-generating stock, against IP's recent bullish movement could indicate shifting investor preferences towards stability and long-term gains.
• The overall undervaluation of IP, coupled with positive analyst projections for its financial health, could have contributed to the bullish market movement today.

04.01.2026 - IP Stock was up 5.4%

• The bullish movement in IP's stock today can be attributed to the positive news of the vesting of long-term executive RSU awards, aligning management incentives with shareholder performance.
• The completion of the sale of its Global Cellulose Fibers business for $1.5 billion also contributed to the market's optimism, showcasing strategic divestment and capital allocation.
• Despite the recent downgrade to a Hold rating by Goldman Sachs, the overall sentiment remains positive with a Buy rating from Citi and insider share purchases, indicating confidence in the company's future prospects.
• The market seems to be reacting favorably to IP's strategic decisions and operational performance, driving the stock's bullish momentum.

23.00.2026 - IP Stock was up 0.6%

• Analysts have differing views on IP, with RBC Capital endorsing a Buy rating while J.P. Morgan maintains a Hold rating.
• IP is anticipated to demonstrate substantial year-over-year earnings growth, with a forecasted 1550% increase in EPS and a 28.4% uptick in revenues for the quarter ended December 2025.
• Despite mixed analyst sentiments initially sparking uncertainty, the recent market movement indicates investors' optimism in IP's future potential.

29.00.2026 - IP Stock was down 5.9%

• The bearish movement in International Paper (NYSE: IP) can be attributed to the following factors:
• The company reported a significant loss in its Q4 earnings, falling short of expectations, which likely disappointed investors.
• Despite exceeding revenue forecasts, the substantial loss in the fourth quarter could have raised concerns about the company's financial health.
• The announcement of the company's plan to split into two publicly traded entities might have created uncertainty among investors, leading to a sell-off of the stock.
• The exploration of a potential breakup of its business, although causing shares to surge in premarket trading, could have introduced volatility and speculation in the market, contributing to the bearish movement.

29.00.2026 - IP Stock was down 9.2%

• The decision to split into two companies may have initially been perceived as a positive strategic move to create focused, sustainable packaging companies. However, the market reaction suggests that investors may have concerns or uncertainties about the execution and potential challenges of the split.
• The significant loss reported in the Q4 earnings, falling short of expectations, likely contributed to the bearish sentiment surrounding the stock. Investors may be reacting to the disappointing financial performance despite the increase in revenue.
• The market may also be reacting to the overall uncertainty and volatility in the paper and packaging industry, especially with the ongoing global supply chain disruptions and economic uncertainties.
• It is possible that investors are closely monitoring the leadership transitions within the two new entities and assessing how the management changes could impact the future growth and profitability of International Paper.

30.09.2025 - IP Stock was down 12.4%

• International Paper (IP) reported a bearish movement today due to:
• Missing earnings and sales estimates in Q3, attributed to weak demand and lower volumes despite the recent acquisition.
• Delivering a Q3 loss and lagging revenue estimates, signaling challenges in the current market environment.
• Increased short interest as a percent of float, indicating growing pessimism among investors.
• Anticipation of weak packaging demand impacting overall performance, overshadowing recent growth deals.

30.09.2025 - IP Stock was down 14.2%

• Increased short interest in International Paper Co reflects a bearish sentiment among investors, exerting downward pressure on the stock price.
• Despite expected strong growth from the DS Smith deal, weak packaging demand appears to be affecting IP's overall performance, contributing to the bearish movement.
• The absence of the right combination of key ingredients for a potential earnings beat in the upcoming report may be diminishing investor confidence and exacerbating the bearish trend in the market for International Paper Co.

30.09.2025 - IP Stock was down 14.3%

• International Paper (IP) reported a significant Q3 loss and missed revenue estimates, signaling financial challenges for the company.
• The increase in short interest as a percent of float indicates a bearish sentiment among investors towards IP.
• Despite expectations of strong growth from a recent deal, weak packaging demand seems to have negatively impacted IP's overall performance, contributing to the bearish market movement today.