International Paper Company ($IP) Stock Forecast: Down 6.7% Today

What is International Paper Company?

International Paper Company (IP) is a global leader in the paper and packaging industry, facing a bearish market movement today.

Why is International Paper Company going down?

IP stock is down 6.7% on Mar 19, 2026 17:35

• Reasons for underperformance compared to the S&P 500 include a Q4 earnings miss, strategic uncertainties, and cost pressures.
• Despite analyst projections of a potential upside, the company's restructuring efforts, such as closing older facilities and focusing on higher-margin packaging, aim to enhance its investment profile.
• Concerns over short-term risks associated with the company's split into two entities and ongoing operational challenges could be influencing the market movement.

IP Price Chart

IP Technical Analysis

IP News

Is Weyerhaeuser (WY) Starting To Look Interesting After Its Recent Share Price Weakness?

Weyerhaeuser (WY) has experienced recent share price weakness, with a 12.4% decline over 30 days and an 18.9% decline over one year. A Discounted Cash Flow (DCF) analysis suggests the stock is significantly undervalued by 81.5% at its current price of US$23.43, implying an intrinsic value of $126.54 per share. However, its P/E ratio of 52.11x is above industry and peer averages, and Simply Wall St's proprietary Fair Ratio indicates it may be overvalued on this metric.

https://simplywall.st/stocks/us/real-estate/nyse-wy/weyerhaeuser/news/is-weyerhaeuser-wy-starting-to-look-interesting-after-its-re

Is International Paper Stock Underperforming the S&P 500?

International Paper Company (IP) stock has significantly underperformed the S&P 500 Index over the past three months, six months, and 52 weeks, with declines of 7%, 23.8%, and 31% respectively, compared to the S&P 500's varied performance. The underperformance is attributed to an Q4 earnings miss, strategic uncertainties, and cost pressures, despite analyst projections of a 34.2% potential upside. The company's plan to split into two entities aims for growth but carries short-term risks.

https://www.barchart.com/story/news/835833/is-international-paper-stock-underperforming-the-s-p-500

International Paper restructures operations in Rio Grande Valley

International Paper announced a restructure of its operations in the Rio Grande Valley, with a focus on its corrugated packaging business. The company is investing in significant upgrades at its Sharyland plant and closing its older McAllen facility, which previously sustained hurricane damage. The goal is to enhance customer service and streamline manufacturing.

https://www.msn.com/en-us/money/companies/international-paper-restructures-operations-in-rio-grande-valley/ar-AA1EDaYt?apiversion=v2&domshim=1&noservercache=1&noservertelemetry=1&batchservertelemetry=1&renderwebcomponents=1&wcseo=1

Portfolio Shakeup and Insider Buying Could Be A Game Changer For International Paper (IP)

International Paper (IP) is undergoing a significant portfolio restructuring, including selling its Global Cellulose Fibers unit and planning to spin off its EMEA packaging operations by early 2027. This shift, combined with recent insider buying, aims to refocus the company on higher-margin, sustainability-oriented packaging. The article suggests these changes could enhance IP's investment profile and future earnings, drawing investor attention despite ongoing operational risks.

https://simplywall.st/stocks/us/materials/nyse-ip/international-paper/news/portfolio-shakeup-and-insider-buying-could-be-a-game-changer

International Paper Company (di) (IPC) Stock Forecast and Price Target 2026 $IPC

One Wall Street analyst currently rates International Paper Company (di) (IPC) with a "Hold" rating, based on their analysis over the last 12 months. The consensus price target for IPC is GBX 3,400, suggesting a potential upside of 23.64% from its current price of GBX 2,750 as of 12:40 PM Eastern. JPMorgan Chase & Co. recently lowered its price target for IPC from GBX 3,500 to GBX 3,400 as of January 21, 2026.

https://www.marketbeat.com/stocks/LON/IPC/forecast/

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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.

19.02.2026 - IP Stock was down 5.1%

• The recent decline in International Paper's stock price is in contrast to the broader market trend.
• The company's underperformance is linked to a Q4 earnings miss, strategic uncertainties, and cost pressures.
• Despite plans for a portfolio restructuring and insider buying, operational risks continue to weigh on investor sentiment.
• The paper packaging market is witnessing growth driven by sustainability trends, presenting both challenges and opportunities for companies like International Paper.

19.02.2026 - IP Stock was down 6.7%

• Reasons for underperformance compared to the S&P 500 include a Q4 earnings miss, strategic uncertainties, and cost pressures.
• Despite analyst projections of a potential upside, the company's restructuring efforts, such as closing older facilities and focusing on higher-margin packaging, aim to enhance its investment profile.
• Concerns over short-term risks associated with the company's split into two entities and ongoing operational challenges could be influencing the market movement.

10.02.2026 - IP Stock was up 5.1%

• Capital Research Global Investors and Capital International Inc. significantly increased their stakes in IP during the third quarter, signaling confidence in the company's future prospects.
• Despite missing quarterly EPS estimates, IP saw a substantial revenue increase of 53.1%, reflecting strong underlying business performance.
• The insider buying by CEO Andrew K. Silvernail and the positive outlook from analysts with a consensus "Hold" rating and an average target price of $48.25 further support the bullish sentiment towards IP.
• The overall bullish movement in IP's stock price could be attributed to the increased institutional investments, positive revenue growth, and the market's optimism towards the company's future performance.

25.01.2026 - IP Stock was down 6.1%

• The bearish movement in International Paper's stock today could be attributed to the announced closures of its Georgetown plant and other facilities in South Carolina, leading to layoffs and operational challenges.
• Despite the recent grant to Cedar Valley Habitat for Humanity showcasing the company's commitment to community support, the negative impact of plant closures and layoffs may have overshadowed this positive news.
• The overall industry challenges, such as falling containerboard prices and complex mill closures, could have further contributed to the downward pressure on International Paper's stock price.
• Investors might be cautious due to the risks highlighted in the valuation assessment, including European oversupply and potential future performance impacts from the mentioned closures and industry challenges.

25.01.2026 - IP Stock was down 5.5%

• The downward trajectory of International Paper's stock today could be linked to recent major M&A activity in the packaging sector, notably the acquisition of DS Smith. Such significant corporate movements can introduce uncertainty and volatility in stock prices.
• Anticipated growth in the worldwide chilled food packaging market may have unfavorably impacted IP's stock, with concerns among investors regarding potential changes in consumer preferences and market dynamics affecting the company's revenue streams.
• Conflicting ratings by analysts on materials firms, including Clearwater Paper and Vulcan Materials, might have influenced sector sentiment and, subsequently, IP's stock performance.
• The flourishing flexible packaging paper market, featuring significant players like International Paper, could have sparked worries about heightened competition or the company's position in the evolving market landscape, contributing to the downward trend.

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.

12.02.2026 - IP Stock was down 5.2%

• Reduction in stakes by Swiss National Bank and Banque Cantonale Vaudoise might have indicated concerns about future performance, contributing to the bearish movement.
• The consensus "Hold" rating and a target price of $48.25, alongside mixed analyst views, could have intensified the selling pressure on IP shares.
• Weak recent earnings per share and revenue growth, combined with uncertainties around the planned split of the EMEA packaging business, may have subdued investor sentiment.
• Despite CEO Andrew K. Silvernail buying 50,000 shares, overall institutional selling and the broader market conditions likely overshadowed this positive signal, resulting in today's bearish market movement for IP.

06.01.2026 - IP Stock was up 5.8%

• The positive market response to International Paper's announcement to split its North American and EMEA packaging businesses into two independent entities is reflected in today's bullish movement in the company's stock.
• Despite recent losses in Q4 2025 and the announcement of plant closures resulting in job cuts, investors are showing optimism about potential improved performance and efficiencies post-separation.
• Analysts are closely monitoring key aspects such as free cash flow, spin-off timelines, and cost actions as discussed during the earnings call, possibly reassuring investors about the company's strategic direction and future growth prospects.
• International Paper's stock is currently undervalued compared to a fair value of $47.35, indicating that investors may view the current price as an attractive entry point, especially considering the company's plans for capital investments and margin improvements.

06.01.2026 - IP Stock was up 5.1%

• In light of recent losses and facility closures, International Paper's stock experienced significant bullish activity today.
• Investor confidence was evident in the market's favorable reaction to the company's decision to divide its North American and EMEA packaging divisions.
• Analyst attention during the earnings call focused on free cash flow, spin-off schedules, and cost-cutting measures, likely offering clarity and assurance to investors and supporting the bullish trend.
• The stock's undervaluation compared to an estimated fair value of $47.35, along with anticipated margin improvements from capital investments, might have further bolstered positive market sentiment.