IPConsumer Cyclical · Packaging & ContainersThe 12 Wall Street analysts covering International Paper Co. hold a median 12-month price target of $48 — +17.8% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 23 of 100 as at 15 Aug 2026 — in the weakest quartile. 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.
Value (17): The shares cost a lot relative to the profits and assets behind them.
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 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.
The green dot is the last close — the median target sits +17.8% from it.
Of the 20 most recent actions, 12 moved their price target up and 0 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 31 July 2026 | Citigroup | Maintains | Buy | $43 → $48 |
| 31 July 2026 | Deutsche Bank | Upgrade | Buy | $39 → $50 |
| 31 July 2026 | RBC Capital | Maintains | Outperform | $48 → $52 |
| 31 July 2026 | Truist Securities | Reiterates | Buy | $46 → $49 |
| 31 July 2026 | UBS | Maintains | Neutral | $40 → $47 |
| 31 July 2026 | Wells Fargo | Maintains | Overweight | $42 → $46 |
| 28 July 2026 | JP Morgan | Upgrade | Overweight | $51 → $61 |
| 17 July 2026 | RBC Capital | Maintains | Outperform | $45 → $48 |
| 17 July 2026 | RBC Capital | Maintains | Outperform | — |
| 15 July 2026 | Truist Securities | Maintains | Buy | — |
| 15 July 2026 | Truist Securities | Maintains | Buy | $40 → $46 |
| 9 July 2026 | Citigroup | Maintains | Buy | $36 → $43 |
| 9 July 2026 | Citigroup | Maintains | Buy | — |
| 9 July 2026 | JP Morgan | Maintains | Neutral | — |
| 9 July 2026 | JP Morgan | Maintains | Neutral | $43 → $51 |
| 9 July 2026 | Wells Fargo | Maintains | Overweight | $39 → $42 |
| 9 July 2026 | Wells Fargo | Maintains | Overweight | — |
| 4 May 2026 | Citigroup | Maintains | Buy | — |
| 4 May 2026 | UBS | Maintains | Neutral | — |
| 4 May 2026 | Wells Fargo | Upgrade | Overweight | — |
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.
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 19% of US stocks
Cheaper than 73% of US stocks
Cheaper than 57% of US stocks
Cheaper than 46% of US stocks
Higher than 24% of US stocks
Higher than 25% of US stocks
Higher than 32% of US stocks
Higher than 49% of US stocks
Higher than 18% of US stocks
Higher than 32% of US stocks
Higher than 56% of US stocks
Higher than 81% of US dividend payers
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
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 →
International Paper reported second-quarter operational progress, citing stronger-than-expected execution despite softer demand, higher costs, and the temporary shutdown of its Pine Hill mill for structural repairs.
Why it matters — IP watchers would note the company's ability to advance restructuring and machine conversion efforts while navigating maintenance outages and operational disruptions.
International Paper Company (IP) released the transcript of its Q2 2026 earnings call on Seeking Alpha.
Why it matters — IP watchers would review the transcript for management's commentary on the company's quarterly financial performance and outlook.
International Paper reported Q2 adjusted earnings that beat analyst estimates, but profits declined year over year due to high maintenance outage costs that hurt margins. The company also provided third-quarter EBITDA targets and 2026 guidance.
Why it matters — IP watchers would care because the earnings beat shows resilience despite margin pressure from maintenance costs, while the forward guidance offers insight into the company's expected performance over the next several years.
International Paper reported second quarter 2026 results with net sales of $6.00 billion and a loss from continuing operations of $12 million. The company also provided third-quarter and full-year 2026 adjusted EBITDA targets, noting an $85 million negative impact from a temporary mill closure in Pine Hill, Alabama.
Why it matters — The results and forward guidance give IP watchers insight into the company's current financial performance and expected challenges, including the temporary Pine Hill mill closure affecting third-quarter earnings.
International Paper CEO Andy Silvernail is scheduled to speak at the Jefferies 2026 Industrials Conference on September 10, 2026, as announced by the company on July 27, 2026.
Why it matters — Investors and analysts following International Paper may gain insights into the company's strategy and outlook from the CEO's remarks at this industry conference.
The 12 Wall Street analysts covering International Paper Co. have a median 12-month price target of $48, with estimates ranging from $39 to $61. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 12 analysts covering International Paper Co., 9 rate it a Buy, 3 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks International Paper Co. 23 out of 100 across roughly 4,600 US stocks as at 15 Aug 2026. None of this is personal advice — it does not consider your circumstances.
As at 15 Aug 2026, International Paper Co. ranks 23 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 +17.8% from the last close, and Ticker Nerd's factor model ranks International Paper Co. 23 out of 100 as at 15 Aug 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: $39 to $61 over the next 12 months.
International Paper Co. returned -10.7% over the 12 months to 14 Aug 2026, with dividends reinvested. Past performance does not indicate future returns.
International Paper Company is a materials company that produces and sells renewable fiber-based packaging and pulp products. International Paper Company serves customers across North America, Latin America, Europe, South America, and North Africa through packaging solutions and fiber-based materials used in corrugated boxes, bulk bins, shipping containers, and specialty packaging.
The most recent item we track (MarketBeat, 31 July 2026): "International Paper Q2 Earnings Call Highlights". International Paper reported second-quarter operational progress, citing stronger-than-expected execution despite softer demand, higher costs, and the temporary shutdown of its Pine Hill mill for structural repairs.
International Paper Company is a materials company that produces and sells renewable fiber-based packaging and pulp products. International Paper Company serves customers across North America, Latin America, Europe, South America, and North Africa through packaging solutions and fiber-based materials used in corrugated boxes, bulk bins, shipping containers, and specialty packaging. Its product portfolio also includes linerboard, medium, whitetop, recycled containerboard, saturating kraft, and cellulose fibers for applications in tissue, personal care, textiles, construction materials, paints, and coatings. The company supports industries such as food and beverage, agriculture, industrial manufacturing, consumer goods, and pharmaceuticals, making it an important supplier within the global packaging and pulp market. Founded in 1898 and headquartered in Memphis, Tennessee, International Paper Company remains focused on essential packaging and fiber-based solutions for modern supply chains.
CEO Mr. Andrew K. Silvernail · 62,602 employees · United States · https://www.internationalpaper.com