International Paper Co. IP

The Motley Fool 11 nov

International Paper reported Q3 2026 earnings progress with sequential improvements driven by price realization and operational efficiency. The company expects to outpace industry packaging demand by 2%, is separating its EMEA operations to create two focused regional packaging leaders while retaining a 20% stake in DS Smith, and closed 20 US facilities while preserving customer volumes. Management emphasizes disciplined execution and cost control as primary drivers of shareholder value amid cautious consumer spending and elevated energy costs.

Zacks Investment Research 28 oct

International Paper reported Q3 2026 adjusted earnings of 37 cents per share, beating estimates by 23.3%, with North America operating profit rebounding to $427 million. However, the company posted negative free cash flow of $267 million, lowered its 2026 North America EBITDA guidance, and faces persistent demand weakness in EMEA. The company continues preparing to spin off its EMEA packaging business as DS Smith plc.

Zacks Investment Research 26 oct

International Paper is set to report Q3 2026 results on October 28, 2026, with consensus estimates for $6.35 billion in revenues and 30 cents per share in earnings. The company projects adjusted EBITDA of $780-$830 million, supported by lower maintenance costs and pricing gains, but faces headwinds from elevated transportation and energy costs. The stock has underperformed its industry by 17 percentage points over the past year.

The Motley Fool 15 oct

International Paper stock rallied 7.6% on reports that two private equity firms may bid for its European business (DS Smith). The potential sale, estimated at less than $6 billion—a 40% loss from the $9.9 billion purchase price in 2024—would help reduce the company's $8.5 billion net debt burden. However, the struggling North American segment shows declining revenue and operating income, suggesting the rally may be temporary relief rather than a sign of fundamental improvement.

The Motley Fool 30 sept

The article highlights three high-yield dividend stocks with strong analyst backing suitable for 5-year holding periods: Energy Transfer (7% yield, midstream energy infrastructure), Clearway Energy (7% yield, renewable energy with AI hyperscaler contracts), and International Paper (5% yield, fiber-based packaging). All three stocks have 'strong buy' ratings from Wall Street analysts with significant upside potential ranging from 39% to 95%.