IPConsumer Cyclical · Packaging & ContainersThe 11 Wall Street analysts covering International Paper Co. hold a median 12-month price target of $42 — +14.1% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 30 of 100 as at 31 Oct 2026 — in the lower half. The Street sees upside; the factor read is a caution. That gap is the story on this page.
Consensus tells you what everyone already believes. The model scores International Paper Co. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Accruals (90): Reported profit is backed by cash, and the company is not expanding recklessly.
Volatility (17): The share price moves around a lot.
Size (10): Larger than most of the companies we track — more scrutinised, less often mispriced.
Built and run by Aslam Ghouse, an ex-Goldman Sachs systematic trader with 15+ years in markets.
The bullish and bearish analyst opinions on IP, reported as data — targets and ratings, the market's view beside the model's.
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Data provided by Twelve Data
The green dot is the last close — the median target sits +14.1% from it.
Of the 20 most recent actions, 5 moved their price target up and 7 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 30 Oct 2026 | Citigroup | Maintains | Buy | $47 → $41 |
| 29 Oct 2026 | JP Morgan | Maintains | Overweight | $62 → $51 |
| 29 Oct 2026 | Truist Securities | Reiterates | Buy | $41 → $39 |
| 12 Oct 2026 | Truist Securities | Maintains | Buy | $49 → $41 |
| 7 Oct 2026 | Wells Fargo | Maintains | Overweight | $46 → $42 |
| 5 Oct 2026 | UBS | Maintains | Neutral | $47 → $35 |
| 2 Oct 2026 | Citigroup | Maintains | Buy | $48 → $47 |
| 2 Oct 2026 | Citigroup | Maintains | Buy | — |
| 24 Sept 2026 | Argus Research | Reiterates | Buy | — |
| 24 Sept 2026 | Argus Research | Reiterates | Buy | $45 |
| 23 Sept 2026 | JP Morgan | Maintains | Overweight | — |
| 23 Sept 2026 | JP Morgan | Maintains | Overweight | $61 → $62 |
| 31 July 2026 | Citigroup | Maintains | Buy | $43 → $48 |
| 31 July 2026 | Citigroup | Maintains | Buy | — |
| 31 July 2026 | Deutsche Bank | Upgrade | Buy | — |
| 31 July 2026 | Deutsche Bank | Upgrade | Buy | $39 → $50 |
| 31 July 2026 | RBC Capital | Maintains | Outperform | $48 → $52 |
| 31 July 2026 | RBC Capital | Maintains | Outperform | — |
| 31 July 2026 | Truist Securities | Reiterates | Buy | $46 → $49 |
| 31 July 2026 | Truist Securities | Reiterates | Buy | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
IP appears in the Radar on the weeks it earns a place.
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Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 30 Oct 2026, International Paper Co. returned −1.2% against +12.4% for the S&P 500, dividends included.
Download this chart as an image — free to reuse; link this page as the source.
Data provided by Twelve Data
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 18% of US stocks
Cheaper than 73% of US stocks
Cheaper than 54% of US stocks
Cheaper than 46% of US stocks
Higher than 27% of US stocks
Higher than 26% of US stocks
Higher than 31% of US stocks
Higher than 57% of US stocks
Higher than 17% of US stocks
Higher than 30% of US stocks
Higher than 55% of US stocks
Higher than 93% of US dividend payers
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The headline figures, each with its date. Every row carries its own link — cite it straight from here.
International Paper Co. has a market value of $19.3B and an enterprise value of $28.6B.
Revenue in the twelve months to 30 June 2026: $24.2B. The latest quarter shrank 0.4% year on year.
Net income over the same four quarters: −$3.4B, a −14.2% net margin.
Diluted earnings per share, trailing twelve months: $−6.52.
Free cash flow in the twelve months to 30 June 2026: $492.0M.
International Paper Co. spent $33.0M on share buybacks and $979.0M on dividends in the twelve months to 30 June 2026.
Trailing P/E: 41.8×; forward P/E: 11.8× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 5.09%, paying out 402% of earnings.
International Paper Co. employs 62,602 people — $387K of revenue per employee.
Data provided by Twelve Data
The nearest names by industry and size, scored by the same model — like for like.
Look up any of the roughly 4,600 stocks we score.
The rank is the raw material. Whether the rules would actually own International Paper Co. — and when they’d sell — is the membership. See the Ticker Nerd 20 →
The article says International Paper’s 5.5% dividend yield warrants scrutiny because free cash flow has turned negative and capital spending is expected to remain elevated for years.
Why it matters — IP watchers may be concerned about the funding behind the dividend amid negative free cash flow and sustained capital spending.
International Paper reported improved third-quarter earnings and margins, supported by price realization, fewer planned outages, and better mill productivity, which offset weak demand and higher input costs. Management expects consumer caution, inflation, and energy-market volatility to persist into the fourth quarter and 2027.
Why it matters — IP watchers may track whether operational improvements can continue to offset demand and cost pressures amid a persistently uncertain outlook.
Seeking Alpha published a transcript of International Paper Company’s Q3 2026 earnings call. The provided text contains no details about the discussion.
Why it matters — The transcript may provide information about IP’s quarterly results and management commentary, but none is included in the supplied excerpt.
International Paper beat Q3 earnings estimates, with North American profits rebounding. Lower volumes, EMEA weakness and negative free cash flow weighed on results, while sales missed estimates.
Why it matters — IP watchers may note the earnings beat alongside the volume, regional performance and cash-flow pressures.
Zacks says International Paper’s Q3 revenue and EPS provide a view of its performance for the quarter ended September 2026, and points readers to key metrics compared with Wall Street estimates and year-ago figures. The excerpt does not provide the metrics or comparison results.
Why it matters — IP watchers may find the estimate and year-over-year comparisons useful for assessing quarterly performance, but the excerpt does not state their outcomes.
The 11 Wall Street analysts covering International Paper Co. have a median 12-month price target of $42, with estimates ranging from $35 to $51. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 11 analysts covering International Paper Co., 9 rate it a Buy, 2 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks International Paper Co. 30 out of 100 across roughly 4,600 US stocks as at 31 Oct 2026. None of this is personal advice — it does not consider your circumstances.
As at 31 Oct 2026, International Paper Co. ranks 30 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Accruals (90 of 100).
No one can know that. What the data says: the median 12-month target from 11 analysts implies +14.1% from the last close, and Ticker Nerd's factor model ranks International Paper Co. 30 out of 100 as at 31 Oct 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering International Paper Co. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for IP are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $35 to $51 over the next 12 months.
International Paper Co. returned -1.2% over the 12 months to 30 Oct 2026, with dividends reinvested. Past performance does not indicate future returns.
International Paper Co. is a leading packaging and fiber-based products company that supplies renewable materials used across consumer, industrial, and commercial markets.
The most recent item we track (24/7 Wall Street, 31 Oct 2026): "International Paper Yields 5.5%, but Free Cash Flow Just Turned Negative". The article says International Paper’s 5.5% dividend yield warrants scrutiny because free cash flow has turned negative and capital spending is expected to remain elevated for years.
International Paper Co. is a leading packaging and fiber-based products company that supplies renewable materials used across consumer, industrial, and commercial markets. International Paper Co. produces containerboard, corrugated packaging, retail and shipping boxes, specialty papers, and cellulose fibers that serve applications in food and beverage, e-commerce, hygiene, personal care, and industrial goods. The company also operates recycling and packaging solutions businesses that support circular material use and product protection throughout the supply chain. Its portfolio is built around sustainable packaging solutions and pulp products, making International Paper Co. an important supplier to manufacturers, converters, distributors, and large-scale brands that rely on paper-based materials for everyday operations.
CEO Mr. Andrew K. Silvernail · 62,602 employees · United States · https://www.internationalpaper.com
