IPConsumer Cyclical · Packaging & ContainersThe 12 Wall Street analysts covering International Paper Co. hold a median 12-month price target of $46 — +43.2% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 25 of 100 as at 8 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 (89): Reported profit is backed by cash, and the company is not expanding recklessly.
Volatility (17): The share price moves around a lot.
Size (11): Larger than most of the companies we track — more scrutinised, less often mispriced.
Built and run by Aslam Ghouse, an ex-Goldman Sachs quant trader with fourteen 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 +43.2% from it.
Of the 20 most recent actions, 8 moved their price target up and 2 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 5 Oct 2026 | UBS | Maintains | Neutral | $47 → $35 |
| 2 Oct 2026 | Citigroup | Maintains | Buy | $48 → $47 |
| 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 | $39 → $50 |
| 31 July 2026 | Deutsche Bank | Upgrade | Buy | — |
| 31 July 2026 | RBC Capital | Maintains | Outperform | — |
| 31 July 2026 | RBC Capital | Maintains | Outperform | $48 → $52 |
| 31 July 2026 | Truist Securities | Reiterates | Buy | $46 → $49 |
| 31 July 2026 | Truist Securities | Reiterates | Buy | — |
| 31 July 2026 | UBS | Maintains | Neutral | $40 → $47 |
| 31 July 2026 | UBS | Maintains | Neutral | — |
| 31 July 2026 | Wells Fargo | Maintains | Overweight | $42 → $46 |
| 31 July 2026 | Wells Fargo | Maintains | Overweight | — |
| 28 July 2026 | JP Morgan | Upgrade | Overweight | — |
| 28 July 2026 | JP Morgan | Upgrade | Overweight | $51 → $61 |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Computed off the Friday close and sent before the US open.
Market Radar reports the week’s largest rank changes across roughly 4,600 US stocks, the factor behind each one, and where the market went. IP appears on the weeks it earns a place.
Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 9 Oct 2026, International Paper Co. returned −27.4% against +16.6% 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 76% of US stocks
Cheaper than 67% of US stocks
Cheaper than 49% of US stocks
Higher than 24% of US stocks
Higher than 26% of US stocks
Higher than 31% of US stocks
Higher than 49% of US stocks
Higher than 17% of US stocks
Higher than 33% of US stocks
Higher than 56% of US stocks
Higher than 94% 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 $16.9B and an enterprise value of $26.2B.
Revenue in the twelve months to 30 June 2026: $24.2B. The latest quarter shrank 2.2% 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: 10.5× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 5.89%, 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 →
24/7 Wall Street reports a rare consensus among Wall Street analysts around five dividend stocks yielding 5% or more. The excerpt does not identify the stocks.
Why it matters — The item concerns high-yield dividend stocks, but the excerpt does not establish whether International Paper is among the five.
An ETF Trends guide explains that intangible assets such as patents, brand equity, customer relationships, and proprietary technology are non-physical yet often the most powerful drivers of a company's competitive advantage and economic moat.
Why it matters — For an International Paper Co. watcher, the piece highlights how hard-to-quantify intangible assets can be a key source of durable competitive advantage for the company's operations.
The article highlights five high-yield stocks that are sacrificing future growth by cutting capital expenditures to maintain or raise their dividend payouts. It warns that such a strategy can create a trap for income-focused investors once the math stops working.
Why it matters — As an income-oriented company, IP watchers would care whether the article implies the firm is funding dividends at the expense of the capital investment needed for future growth.
The Motley Fool published an article highlighting three dividend stocks yielding over 5% for long-term investors, featuring Energy Transfer and Clearway Energy among the picks. The piece discusses Energy Transfer's fee-based pipeline model and Clearway Energy's positioning for AI-driven power demand.
Why it matters — The article focuses entirely on other dividend-paying companies (Energy Transfer and Clearway Energy), so it offers no direct information or implications for International Paper.
International Paper CEO Andy Silvernail will speak at the Baird 2026 Global Industrial Conference on November 11, 2026. The announcement was made by the company on September 25, 2026.
Why it matters — An IP watcher would care because the CEO's appearance at a major industrial conference offers a platform for commentary on the company before an investor audience.
The 12 Wall Street analysts covering International Paper Co. have a median 12-month price target of $46, with estimates ranging from $35 to $62. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 12 analysts covering International Paper Co., 10 rate it a Buy, 2 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks International Paper Co. 25 out of 100 across roughly 4,600 US stocks as at 8 Oct 2026. None of this is personal advice — it does not consider your circumstances.
As at 8 Oct 2026, International Paper Co. ranks 25 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 (89 of 100).
No one can know that. What the data says: the median 12-month target from 12 analysts implies +43.2% from the last close, and Ticker Nerd's factor model ranks International Paper Co. 25 out of 100 as at 8 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 $62 over the next 12 months.
International Paper Co. returned -27.4% over the 12 months to 9 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, 6 Oct 2026): "Wall Street Rarely Agrees, But It Just Did on These 5 Dividend Stocks Yielding 5% and More". 24/7 Wall Street reports a rare consensus among Wall Street analysts around five dividend stocks yielding 5% or more. The excerpt does not identify the stocks.
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
