Today's Trend
International Paper Company (NYSE: IP) is trading lower overall, with recent news pointing to a mix of supportive analyst action and pressure from restructuring and cautious earnings expectations.
- Wells Fargo reiterated a Buy rating on International Paper, and Royal Bank of Canada raised its price target from $45 to $48, signaling continued analyst confidence in upside potential. International Paper Co (IP) Gets a Buy from Wells Fargo
- The company announced new independent board appointments, adding Katherine Collins and Lori J. Ryerkerk, which may be viewed as a governance-strengthening move. International Paper Announces Changes to Its Board of Directors
- Truist Financial issued a positive forecast for International Paper, adding to the constructive analyst tone around the stock. Truist Financial Issues Positive Forecast for International Paper (NYSE:IP) Stock Price
- International Paper’s board changes also included the departure of directors Dr. Kathryn Sullivan and Ahmet, suggesting a broader refresh rather than a clear operational catalyst. International Paper Announces Changes to Its Board of Directors
- Zacks Research trimmed its Q3 2026 EPS estimate to $0.51 from $0.53 and lowered FY2028 EPS slightly to $3.25 from $3.28, but kept a Hold rating, making this more of a mild caution than a major negative. International Paper Company (NYSE:IP) - Free Report
- International Paper said it will close its Carrollton South, Texas packaging facility by the end of Q3 2026, and another report said the company will also close a Texas plant, highlighting ongoing network rationalization that can weigh on sentiment. International Paper to Close Carrollton South, Texas Packaging Facility
Overall, IP is being supported by bullish analyst commentary and board refresh news, but the stock is also facing headwinds from facility closures and slightly softer earnings estimates.