SLVMBasic Materials · Paper & Paper ProductsThe 4 Wall Street analysts covering Sylvamo Corp. hold a median 12-month price target of $47 — +32.1% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 20 of 100 as at 19 Sept 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 Sylvamo Corp. 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
Quality (61): The business earns solid, repeatable profits on what it owns.
Growth (9): Sales and profits are flat, shrinking, or growing more slowly than they were.
Built and run by Aslam Ghouse, an ex-Goldman Sachs quant trader with fourteen years in markets.
The bullish and bearish analyst opinions on SLVM, 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 +32.1% from it.
Of the 20 most recent actions, 0 moved their price target up and 4 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 16 Sept 2026 | Wells Fargo | Initiates | Overweight | $47 |
| 10 Aug 2026 | Truist Securities | Reiterates | Buy | $51 → $49 |
| 17 July 2026 | RBC Capital | Maintains | Sector Perform | $49 → $46 |
| 15 July 2026 | Truist Securities | Maintains | Buy | $54 → $51 |
| 11 May 2026 | RBC Capital | Maintains | Sector Perform | $50 → $49 |
| 30 Mar 2026 | Truist Securities | Initiates | Buy | — |
| 17 Nov 2025 | B of A Securities | Upgrade | Buy | — |
| 10 Nov 2025 | RBC Capital | Maintains | Sector Perform | — |
| 9 July 2025 | B of A Securities | Maintains | Underperform | — |
| 12 May 2025 | RBC Capital | Maintains | Sector Perform | — |
| 22 Apr 2025 | RBC Capital | Maintains | Sector Perform | — |
| 13 Feb 2025 | RBC Capital | Maintains | Sector Perform | — |
| 11 Dec 2024 | B of A Securities | Downgrade | Underperform | — |
| 15 Oct 2024 | Sidoti & Co. | Initiates | Buy | — |
| 23 Sept 2024 | B of A Securities | Maintains | Neutral | — |
| 12 Aug 2024 | B of A Securities | Downgrade | Neutral | — |
| 12 Aug 2024 | RBC Capital | Maintains | Sector Perform | — |
| 13 May 2024 | RBC Capital | Maintains | Sector Perform | — |
| 26 Feb 2024 | RBC Capital | Reiterates | Sector Perform | — |
| 10 Nov 2023 | RBC Capital | Maintains | Sector Perform | — |
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. SLVM 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 18 Sept 2026, Sylvamo Corp. returned −18.1% against +16.3% for the S&P 500, dividends included.
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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 39% of US stocks
Cheaper than 84% of US stocks
Cheaper than 55% of US stocks
Cheaper than 51% of US stocks
Higher than 31% of US stocks
Higher than 38% of US stocks
Higher than 16% of US stocks
Higher than 48% of US stocks
Higher than 53% of US stocks
Higher than 58% of US stocks
Higher than 73% of US stocks
Higher than 82% 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.
Sylvamo Corp. has a market value of $1.4B and an enterprise value of $2.3B.
Revenue in the twelve months to 30 June 2026: $3.3B. The latest quarter grew 1.5% year on year.
Net income over the same four quarters: $76.0M, a 2.3% net margin.
Diluted earnings per share, trailing twelve months: $1.88.
Free cash flow in the twelve months to 30 June 2026: −$11.0M, after $220.0M of capital spending.
Sylvamo Corp. spent $42.0M on share buybacks and $73.0M on dividends in the twelve months to 30 June 2026.
Trailing P/E: 19.0×; forward P/E: 6.8× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 5.05%, paying out 120% of earnings.
Sylvamo Corp. employs 6,500 people — $507K of revenue per employee.
Data provided by Twelve Data
The nearest names by industry and size, scored by the same model — like for like.
| Company | Market cap | TKN rank |
|---|---|---|
| SLVMSylvamo Corp. | $1.4B | 20 |
| CLWClearwater Paper Corp. | $335.0M | 65 |
| SCLStepan Co.* | $1.4B | 85 |
| REXREX American Resources Corp.* | $1.4B | 81 |
| IEIvanhoe Electric, Inc.* | $1.5B | 18 |
| FMCFMC Corp.* | $1.3B | 26 |
| HUNHuntsman Corp.* | $1.6B | 41 |
* Nearest Basic Materials names by size — few paper & paper products companies of this scale trade in the US universe.
Look up any of the roughly 4,600 stocks we score.
The rank is the raw material. Whether the rules would actually own Sylvamo Corp. — and when they’d sell — is the membership. See the Ticker Nerd 20 →
Sylvamo's board of directors declared a quarterly dividend of $0.45 per share for the period of Oct. 1, 2026, to Dec. 31, 2026. The dividend is payable Oct. 16, 2026, to shareholders of record as of Oct. 2, 2026.
Why it matters — SLVM watchers would note this as confirmation of a continued, scheduled quarterly cash dividend to shareholders.
Sylvamo is facing temporary headwinds including European weakness, lost capacity, operational issues, and elevated capex, which have pushed earnings and free cash flow near cyclical lows. The article notes that North American supply cuts, tariffs, and the Eastover upgrade could support pricing and margins, with normalized capex and European and Latin American recovery potentially restoring annual FCF to more than $300 million.
Why it matters — SLVM watchers would care because the piece lays out the factors currently depressing earnings and cash flow while outlining conditions that could improve pricing and profitability.
Sylvamo reported second-quarter adjusted EBITDA of $60 million, more than double the $29 million from the first quarter, following uncoated freesheet paper price increases across its regions. Adjusted operating earnings were $0.03 per share, and free cash flow was negative $23 million, a $36 million sequential improvement.
Why it matters — A SLVM watcher would care because the quarterly EBITDA more than doubled due to price increases, while free cash flow improved significantly from the prior quarter.
Seeking Alpha published the transcript of Sylvamo Corporation's Q2 2026 earnings call, covering the company's second-quarter 2026 financial results and management commentary. The item is a verbatim record of the call.
Why it matters — A SLVM watcher would turn to the transcript for the full details of the company's latest quarterly performance and management's discussion of its operations.
Sylvamo Corporation reported second-quarter earnings of $0.03 per share, surpassing the Zacks Consensus Estimate of a loss of $0.14 per share. This compares with earnings of $0.37 per share in the same quarter a year earlier.
Why it matters — The company beat consensus earnings and revenue estimates for the quarter, which is notable for those tracking Sylvamo's performance.
The 4 Wall Street analysts covering Sylvamo Corp. have a median 12-month price target of $47, with estimates ranging from $45 to $65. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 4 analysts covering Sylvamo Corp., 2 rate it a Buy, 2 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks Sylvamo Corp. 20 out of 100 across roughly 4,600 US stocks as at 19 Sept 2026. None of this is personal advice — it does not consider your circumstances.
As at 19 Sept 2026, Sylvamo Corp. ranks 20 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 Quality (61 of 100).
No one can know that. What the data says: the median 12-month target from 4 analysts implies +32.1% from the last close, and Ticker Nerd's factor model ranks Sylvamo Corp. 20 out of 100 as at 19 Sept 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering Sylvamo Corp. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for SLVM are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $45 to $65 over the next 12 months.
Sylvamo Corp. returned -18.1% over the 12 months to 18 Sept 2026, with dividends reinvested. Past performance does not indicate future returns.
Sylvamo Corporation is a paper company focused on producing and marketing uncoated freesheet papers and related pulp products for a range of commercial and industrial uses. Its portfolio supports everyday printing and publishing needs, including cut-size paper for office documents, offset paper for books and direct mail, and specialty grades used in business forms and digital applications.
The most recent item we track (Business Wire, 14 Sept 2026): "Sylvamo Announces Dividend". Sylvamo's board of directors declared a quarterly dividend of $0.45 per share for the period of Oct. 1, 2026, to Dec. 31, 2026. The dividend is payable Oct. 16, 2026, to shareholders of record as of Oct. 2, 2026.
Sylvamo Corporation is a paper company focused on producing and marketing uncoated freesheet papers and related pulp products for a range of commercial and industrial uses. Its portfolio supports everyday printing and publishing needs, including cut-size paper for office documents, offset paper for books and direct mail, and specialty grades used in business forms and digital applications. Sylvamo also serves customers in education, communication, and entertainment through paper products designed for reliable print performance and consistent quality. The company operates across North America, Latin America, and Europe, giving it a broad geographic footprint in the global paper market. Based in Memphis, Tennessee, Sylvamo Corporation is positioned as a dedicated supplier in the paper and pulp industry, with a business model centered on essential paper-based materials for professional and institutional customers.
CEO Mr. John Van Sims · 6,500 employees · United States · https://www.sylvamo.com
