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IPIP

International Paper Company

$IP·$19B·Paper, Lumber & Forest Products·Basic Materials
$33.32-2.0%YTD-15.7%1Y-26.2%
Price updated 7h ago·X counts updated 2d ago
IPIP
$IPInternational Paper Company
$33.32-2.00%369 posts1×
AI analysisFundamentalsVoices on X
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On X

Top X posts

The complete picture of $IP on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

369X posts · last 7 days
Sep 12Sep 27
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $IP's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

Neutral sentimentAI analysisGenerated by AI from underlying data8 posts analyzed · as of 2026-08-10

The $IP cashtag stream is entirely a Robinhood Chain memecoin promotional conversation labeled Infinite Potential, with ape-in prompts and no substantive discussion of International Paper the equity. Tone is speculative crypto with no coherent thesis on the listed company.

Read what X is saying about $IP

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $IP — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Comeback attemptStalledAI verdict · as of 2026-09-30

The move has stalled — likely just drifts unless something new shows up.

International Paper is post-DS-Smith-merger with the dividend structure changing — the tape hasn't given the integration credit yet.

International Paper is a global packaging company (corrugated boxes, containerboard) that just closed the DS Smith merger — a European scale play meant to reset margins. The 2026 story is whether the combined footprint delivers the promised synergies.

  • The merger has already lifted the top line: Q4 2025 revenue grew 31% and Q3 2025 grew 33% YoY on the DS Smith consolidation, and the last quarter's EPS beat by 234% off a low base — the operational combination is landing.
  • The current quarter looks softer: Q1 2026 revenue growth normalized to just +1.2%, meaning the pure-merger tailwind is fading and organic growth has to take over — which the market hasn't yet been shown.
  • The dividend and structure are in flux: there is a spinout of a business planned that changes the dividend impact and creates near-term valuation noise — this is not a set-it-and-forget-it position while the corporate-action detail settles.

Stalled at 19% of the 52-week range with Oct 28 earnings as the arbiter. A print that shows synergy realization plus a clean dividend/spinout timeline is what unsticks it; another quarter of organic decel and the drift toward the range low continues. Not a lot pulling this up short of the print.

What to watch: Q3 earnings Oct 28 — a print showing DS Smith synergy realization plus a clean dividend/spinout timeline unsticks the tape; another quarter of organic decel continues the drift. Watch corrugated-box volumes as the leading demand indicator.

On the calendar: 2026-10-28 — Q3 earnings

Read the AI verdict on $IP

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Global industrial packaging company producing containerboard and corrugated boxes for industrial and consumer markets across North America and Europe.

Industry overviewAI analysisGenerated by AI from underlying data

Where Paper, Lumber & Forest Products sits in its cycle right now — and what that implies for $IP.

Paper, Lumber & Forest Products · Basic Materials

Lumber prices are range-bound near $400–500 per MBF as housing starts below pre-2022 levels suppress structural demand while existing housing repair/remodel activity provides a floor. Pulp and containerboard demand is recovering from 2022–2023 destocking; tissue and packaging grades benefit from e-commerce volume growth offsetting print/publishing secular decline.

What this means for $IP

Partial — Global industrial packaging company producing containerboard and corrugated boxes for industrial and consumer markets across North America and Europe.

Top industry ETF

$XLBMaterials Select Sector SPDR
+10.5%YTD
+10.1%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-6.1How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-7.3%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
-10.5%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
2.7%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
0.8Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-20.4%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
27.8%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.6Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Jul 30, 2026$0.04$-0.03+233.7%
Q1 2026Apr 30, 2026$0.15$0.15+2.3%
Q4 2025Jan 29, 2026$-0.08$0.28-128.6%
Q3 2025Oct 30, 2025$-0.43$0.47-191.8%
Next earningsWed, Oct 28·consensus EPS $0.32

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$6.0B+1.2%20.7%2.9%$0.11$94.0M
Q4 FY25$6.0B+31.1%31.4%-42.7%$-4.52$255.0M
Q3 FY25$6.2B+32.8%31.1%-6.8%$-2.09$150.0M
Q2 FY25$6.8B+42.9%27.9%3.0%$0.14$54.0M

Forward consensus

4-year forecast · up to 9 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$24.5B$24.2B – $25.0B$1.34$1.26 – $1.429
FY27$25.9B$25.0B – $27.1B$3.04$2.58 – $3.729
FY28$26.3B$25.4B – $28.1B$3.50$3.07 – $3.909
FY29$27.0B$26.3B – $28.1B$3.86$3.73 – $4.074

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.2×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.19%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-13.6%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-12.6%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 520.8M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.0% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.885-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellAug 7Hamic William ThomasPresident24.5K sh$1.0MSellAug 4Holly G. GoughnourVP & Chief Accounting Officer3.5K sh$147KBuyMay 1Scott TozierDirector10.0K sh$313K
+ 13 other (10 awards · 2 inkinds · 1 discretionary) in window

See when $IP insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KOfficer or director changeJul 178-K — Item 5.02: Officer or director change
AI summary

International Paper appointed Katherine Collins (former Putnam Investments CIO) and Lori Ryerkerk (former Celanese CEO) as independent directors, both effective October 1, 2026. Collins brings investment management expertise and Ryerkerk brings industrial operations experience, strengthening IP's board governance as the company integrates its DS Smith acquisition.

8-KShareholder voteMay 118-K — Item 5.07: Shareholder vote
AI summary

International Paper held its 2026 Annual Meeting on May 11, 2026, with 480,640,962 of 529,486,211 shares (90.8%) represented. Eleven directors were elected to one-year terms, including Jamie A. Beggs (451,694,836 for), Christopher M. Connor (445,295,315), Ahmet C. Dorduncu (444,426,468), Anders Gustafsson (450,805,888), Jacqueline C. Hinman (444,524,262), and Clinton A. Lewis Jr. (436,740,200+). All 11 nominees were elected; full vote tallies for all directors and other proposals including auditor ratification and say-on-pay are in the complete filing.

+ 12 other (6 13Gs · 2 10-Qs · 2 earnings 8-Ks · 2 11-Ks) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

International Paper CEO to Speak at Baird 2026 Global Industrial Conferenceprnewswire.com·5d agoInternational Paper to Release Third-Quarter 2026 Earnings on October 28, 2026prnewswire.com·6d agoWhat Happens to Your IP Dividend When the Split Closes247wallst.com·7d agoInternational Paper Stock: Buy or Sell in September?fool.com·11d agoNykredit A S Acquires Shares of 2,747,579 International Paper Company $IPdefenseworld.net·12d ago
Voices on X · top 3 · last 7 days

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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