Stock·NYSE·Consumer Cyclical
International Paper Co. (IP)
- Market cap
- $18.03B
- Dividend yield
- 5.44%
- Street target
- $46.00median of 12 analysts
- 52-week range
- $29.26 $50.25
The short version
Where IP stands today, in four lines, and what CleaRank Financial AI makes of it.
IP at a glance
International Paper Co. (IP): Sell, 37/100 on CleaRank's AI score.
- Trend Down: the price is below both its 50- and 200-day moving averages ($36.31 and $37.67).
- Earnings IP beat estimates in 3 of its last 8 quarters, yet fell the next day after 1 of those beats.
- Insiders Insiders sold $2.6M and bought $4.3M over the last 18 months.
Figures as of October 16, 2026.
CleaRank Financial AI
CleaRank rates International Paper Co. (IP) Sell, with a model score of 37/100.
The analysts' outlook lifts the score most: 10 of 12 analysts rate it a buy and the median target is 35.1% above the price. The trend holds it back most: the price is 9.60% below its 200-day average and 6.20% below its 50-day average, and the 50-day average is 3.63% below the 200-day. The 50-day average stands at $36.31 and the 200-day at $37.67. Over the past year the price fell 26.98%.
Only on CleaRank
Figures we compute ourselves from IP's own price, earnings and insider-filing history. Tap one to see it in context.
Price and trading
The chart, today's range and how far the price has moved over each period.
Trend checks
0/4Price above its 50-day average ›
The price of $34.06 is 6.2% below the 50-day simple moving average of $36.31.Price above its 200-day average ›
The price is 9.6% below the 200-day simple moving average of $37.67.50-day average above the 200-day ›
The 50-day average ($36.31) is 3.6% below the 200-day average ($37.67), the arrangement of a falling longer-term trend.In the upper half of its 52-week range ›
The price sits at 23% of its 52-week range, between $29.26 and $50.25.
IP share price
Pick a period: each tab shows how far IP has moved over it, to the last close.
Today's trading
Where IP sits inside today's range and its 52-week range.
Fundamentals
Valuation against the sector, and the revenue and earnings behind it.
Valuation and quality checks
2/4P/S below the sector median ›
The price-to-sales ratio of 0.70 is 63.3% below the sector median of 1.9.Profitable over the last 12 months ›
Net income over the last 12 months was $-2.7B on revenue of $24.2B, a net margin of -11.3%.Beat estimates in most recent reports ›
IP beat the EPS estimate in 3 of its last 8 reports.Pays a dividend ›
The trailing dividend yield is 5.44%, or $1.85 a share a year.
Key statistics
The headline figures for IP.
As of October 16, 2026, IP trades at $34.06, with a market value of $18.03B, no P/E ratio (its trailing earnings are negative) and a dividend yield of 5.44%.
What the numbers say
CleaRank Financial AI's reading of IP's valuation, growth and risks.
IP has no meaningful P/E, not meaningful, because the company lost money over the last 12 months. Measured on sales, its P/S of 0.70 sits 63.2% below the sector median of 1.9. For scale, the market value is $18.0B and trailing earnings are -$5.23 a share.
The company is losing money, with a net margin of -14.21% and an operating margin of 2.30%, and a return on equity of -16.48%, below the sector median of 12.4%. In the latest year revenue fell 2.20%, 9.4 percentage points slower than the sector median of 7.2%. Debt-to-equity of 0.69 and a trailing dividend yield of 5.44% ($1.85 a share a year) round out the fundamentals.
The July 30, 2026 report beat expectations by 200.00%, with EPS of $0.04 against the -$0.04 analysts had expected. Even so, the stock fell 5.38% in the next session.
IP has beaten estimates in 3 of the last 8 reports, but the stock fell after 1 of those 3 beats in the first session that followed. Back on the April 30, 2026 report, the shares climbed 4.40% after a beat of 7.14%. Looking ahead, analysts expect EPS of $1.30 this fiscal year and $3.03 next year, a rise of 132.4%.
Normal swings for IP run at about 2.19% a day. The downtrend is itself a risk for as long as the price stays under both moving averages. The price is 32.23% below its 52-week high of $50.25.
IP against the Consumer Cyclical sector
How IP compares with the median Consumer Cyclical stock CleaRank tracks.
Price to sales vs sector: On price-to-sales, the yardstick used here in place of P/E, IP trades at 0.6980x, -63% versus the sector average of 1.90x.
Return vs SPY: Since May 6, 2025, IP has lost 23.4% against a gain of 36.6% for SPY.
Performance against SPY
IP and the Consumer Cyclical sector fund over the same days.
Revenue and earnings
How much IP sells, and how much of it becomes profit.
Revenue growth: Revenue grew 26.9% in FY2025 to $23.6B, from $18.6B a year earlier.
Profit margin: The net margin was -14.9% in FY2025, down from 3.0% the year before.
Loss-making: IP lost $3.5B in FY2025.
Earnings reality check
Did IP beat what analysts expected, and how did the stock react?
Earnings record: IP beat the analyst estimate in 3 of the last 8 quarters.
Market reaction: The stock fell in the first session after 1 of those 3 beats, so a beat has not been enough on its own.
| Report | Estimate | Actual | Surprise | First session | 5 sessions |
|---|---|---|---|---|---|
| Jul 30, 2026after close | -$0.04 | $0.04 | +200.00% | -5.38% | -6.07% |
| Apr 30, 2026after close | $0.14 | $0.15 | +7.14% | +4.40% | +8.74% |
| Jan 29, 2026after close | $0.25 | -$0.08 | -132.00% | +3.38% | +13.77% |
| Oct 30, 2025after close | $0.59 | -$0.43 | -172.88% | +0.03% | -5.41% |
| Jul 31, 2025after close | $0.41 | $0.20 | -51.22% | -0.71% | +2.78% |
| Apr 30, 2025after close | $0.37 | $0.23 | -37.84% | -3.92% | -3.63% |
| Jan 30, 2025after close | $0.01 | -$0.02 | -300.00% | -2.49% | -2.30% |
| Oct 31, 2024after close | $0.25 | $0.44 | +76.00% | +0.41% | +5.17% |
As of October 16, 2026, IP has beaten the analyst EPS estimate in 3 of its last 8 reported quarters and fell in the first trading session after 1 of those beats; its latest report, on July 30, 2026, came in 200.00% above the estimate and the stock moved -5.38% in the first session.
The first session is the first full trading day on the news: the report day itself for a report before the open, the next day for one after the close. Surprise is actual EPS against the consensus estimate.
AI analysis and technicals
CleaRank's score and reasoning, the indicators behind it, and what the price moves with.
Momentum checks
2/3RSI not overbought or oversold ›
The 14-day RSI is 51.4, in neutral territory.RSI above 50 ›
An RSI of 51.4 is above the 50 midpoint, so buyers have had the upper hand over the last 14 days.MACD line above zero ›
The MACD line is negative, so the 12-day average is below the 26-day average.
CleaRank AI analysis of IP
The score, the reasoning behind it, and what could move the price next.
International Paper Co. (IP) is in a downtrend: both moving averages sit above the price. The price of $34.06 trades 6.20% below its 50-day average of $36.31 and 9.60% below the 200-day average of $37.67. Sitting at 23% of its 52-week range, the price is 16.39% above the 52-week low of $29.26. The 50-day average is 3.63% below the 200-day average, which means the shorter trend is weaker than the longer one.
The price is down over each of these periods: 0.01% over the past month, 9.33% over the past three months and 26.98% over the past year. On momentum, the 14-day RSI reads 51.4, in the neutral zone, with the MACD line negative.
Earnings beat ›
The July 30, 2026 report beat the EPS estimate by 200.00%, and the share price fell 5.38% in the first session after it.
Source: Earnings report, July 30, 2026
Rating reaffirmed ›
Truist Securities kept its Buy rating on October 12, 2026.
Source: Analyst action, Truist Securities, October 12, 2026
- Two levels are closest to the price: the 50-day SMA at $36.31 above it and the 20-day EMA at $33.36 below it.
- The 14-day RSI is 51.4, which is neutral, and the MACD line is negative. Readings above 70 or below 30 would signal stretched momentum.
- After the July 30, 2026 report, the share price fell 5.38% in the first session. IP beat estimates in 3 of the last 8 reports.
IP remains in a downtrend while it trades under both its 50-day average of $36.31 and its 200-day average of $37.67. A close back above the 50-day average would be the first sign of a repair. That 50-day SMA at $36.31 is the first hurdle above the price.
On the downside, the first level below the price is the 20-day EMA at $33.36. The 14-day RSI of 51.4 sits in the neutral band, between 40 and 60.
Technical indicators
Momentum and trend for IP, from its daily closes.
As of October 16, 2026, with IP at $34.06, its 14-day RSI is 51.4 (neutral territory), its 50-day simple moving average is $36.31 and its 200-day is $37.67.
Calculated by CleaRank on daily closes as of October 16, 2026: Wilder's 14-day RSI, 50- and 200-day simple moving averages, MACD line (12, 26).
What IP moves with
Correlation of daily returns over one year: +1 moves in step, 0 has no link, -1 moves the opposite way.
As of October 16, 2026, IP's 1-year correlation of daily returns is +0.41 with S&P 500 (SPY), +0.32 with Nasdaq 100 (QQQ), +0.16 with Bitcoin (BTC) and +0.09 with gold (XAU).
What Wall Street expects
The analysts' target range and how their ratings split.
Analysts checks
3/3Most analysts rate it a buy ›
10 of 12 analysts rate it a buy or strong buy, 2 a hold and 0 a sell.Median target above the price ›
The median 12-month target of $46.00 is 35.1% above the price.More buy ratings than three months ago ›
10 of 12 rate it a buy now, against 9 of 12 three months ago.
IP Wall Street View
12-month price targets
The price, $34.06, sits below every analyst's target.
Ratings
Recent rating actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| Oct 12, 2026 | Truist Securities | Maintains | Buy |
| Oct 7, 2026 | Wells Fargo | Maintains | Overweight |
| Oct 5, 2026 | UBS | Maintains | Neutral |
| Oct 2, 2026 | Citigroup | Maintains | Buy |
| Sep 24, 2026 | Argus Research | Reiterates | Buy |
| Sep 23, 2026 | JP Morgan | Maintains | Overweight |
As of October 16, 2026, 12 Wall Street analysts cover IP: 10 rate it a buy or strong buy, 2 a hold and 0 a sell or strong sell. Their 12-month price targets range from $35.00 to $62.00, with a median of $46.00, 35.1% above the price of $34.06.
Source: TwelveData analyst consensus. Targets and ratings belong to the analysts, not to CleaRank.
A trade plan, if you want one
Entry, stop and target levels from the moving averages and recent volatility. Educational, not advice.
IP trade plan
Entry, stop and target levels, sized to your account. Change the bias or the risk and every level updates.
Short entry pick an entry style
Risk management
Profit targets (Based on Conservative Entry)
These levels come from IP's moving averages and recent volatility, not from a forecast. Educational levels, not financial advice; the full disclaimer is at the foot of the page.
Risk profile
How much IP tends to move, against the market and on its own.
The long record
IP's worst falls and recoveries, what $10,000 became, and which months have been kind to it.
Track record checks
1/4Average daily move under 2% ›
The price has moved 2.19% on an average day (30-day standard deviation of daily returns).Recovered from its worst fall ›
The worst fall was 50.4%, from January 2018 to March 2020, regained by April 2021.Most 1-year holds ended higher ›
49% of 1-year holding periods in the last 10 years ended with a gain.Beat the S&P 500 since the chart begins ›
$10,000 invested in October 2016 is now worth $11,730, against $42,525 in the S&P 500 (SPY).
IP Drawdowns & Recovery
As of October 16, 2026, IP's worst peak-to-trough fall over the last 10 years with dividends reinvested was -50.4% (January 2018 to March 2020); it regained that peak by April 2021, 13 months after the low, and 49% of 1-year holding periods ended with a gain.
From weekly closing values with dividends reinvested. A drawdown is the fall from the highest value reached so far to a later low.
Growth of $10,000
What $10,000 put into IP in October 2016 is worth now, against the same amount in the S&P 500.
Against the market: IP trailed the S&P 500 over this period: $11,730 against $42,525.
A $10,000 investment in IP in October 2016 would be worth about $11,730 today with dividends reinvested, compared with about $42,525 for the same investment in the S&P 500 benchmark (also with dividends reinvested).
Seasonal patterns
Which calendar months have been kind to IP, and which have not.
Strongest month, January: an average of +7.41%, up in 9 of 10 years.
Weakest month, February: an average of -4.81%, up in 1 of 10 years.
This month, October: has averaged +0.22%, up in 5 of 9 years. Past seasonality does not repeat on schedule.
Over the last 10 years, IP's strongest calendar month has been January (average +7.41%, up in 9 of 10 years) and its weakest February (average -4.81%, up in 1 of 10 years).
Average return for each calendar month over the last 10 years, from weekly closing prices with dividends included.
Long-term scenarios
Thousands of simulated paths from the price history. A range of outcomes, not a forecast.
Monte Carlo projection
Thousands of simulated paths for $10,000 in IP, from its own past volatility. The shaded area holds 80% of them.
CleaRank's 10-year Monte Carlo simulation projects that a $10,000 investment in IP today could grow to about $11,702 by 2036 in the base case, with a 90th-percentile outcome near $44,341 and a 10th-percentile outcome around $3,088. The simulation models price only; at today's 5.44% yield, dividends would add to these figures. Projections are statistical simulations, not guarantees.
IP Stock Price Prediction: 2030
The same simulation in share prices, year by year.
CleaRank's simulation projects a price near $36.27 for IP by 2030 in the base case, from $34.06 today (1.1x over 4 years). The 10th-percentile path ends near $15.62. These are outcomes of a Monte Carlo simulation run on IP's historical return distribution, not price targets, and they assume no dividends are reinvested.
| Year | 10th percentile | Base case | 90th percentile | range base today |
|---|---|---|---|---|
| 2027 | $22.70 | $34.59 | $52.72 | |
| 2028 | $19.37 | $35.14 | $63.76 | |
| 2029 | $17.21 | $35.70 | $74.05 | |
| 2030 | $15.62 | $36.27 | $84.21 | |
| 2031 | $14.36 | $36.84 | $94.49 |
Method: a lognormal simulation of IP's own volatility and capped historical trend, re-run daily; base case is the median path, the outer columns the 10th and 90th percentiles.
Insider trading
What the people running the company have bought and sold.
IP insider trading
Shares the company's directors and officers bought and sold, from their own filings.
Month by month
Open-market purchases above the line, sales below.
Insider buying: Insiders bought $4.3M on the open market and sold $2.6M.
As of October 16, 2026, IP insiders reported 5 open-market sales worth $2.6M and 4 open-market purchases worth $4.3M over the last 18 months; grants and option exercises are not counted.
| Date | Insider | Type | Shares | Value |
|---|---|---|---|---|
| Aug 7, 2026 | William Thomas Hamic
President
|
Sell | 24.5K | $1.0M |
| Aug 4, 2026 | Holly G Goughnour
Officer
|
Sell | 3.5K | $146.9K |
| May 12, 2026 | Ahmet C Dorduncu
Director
|
Grant | 5.3K | - |
| May 12, 2026 | Per Anders Gustafsson
Director
|
Grant | 11.1K | - |
| May 12, 2026 | Jacqueline C. Hinman
Director
|
Grant | 5.3K | - |
| May 12, 2026 | David A Robbie
Director
|
Grant | 5.3K | - |
| May 12, 2026 | Kathryn D. Sullivan
Director
|
Grant | 7.9K | - |
| May 1, 2026 | Scott A Tozier
Director
|
Buy | 10.0K | $313.0K |
| Mar 12, 2026 | Per Anders Gustafsson
Director
|
Buy | 26.1K | $1.0M |
| Feb 9, 2026 | Holly G Goughnour
Officer
|
Grant | 6.3K | $295.1K |
| Feb 9, 2026 | William Thomas Hamic
President
|
Grant | 43.2K | $2.0M |
| Feb 9, 2026 | Timothy S Nicholls
President
|
Grant | 52.2K | $2.4M |
| Feb 9, 2026 | Joseph R Saab
General Counsel
|
Grant | 24.3K | $1.1M |
| Jan 30, 2026 | Christopher M Connor
Director
|
Buy | 25.0K | $1.0M |
| Jan 30, 2026 | Andrew K. Silvernail
Chief Executive Officer
|
Buy | 50.0K | $2.0M |
| Jan 5, 2026 | Melissa S Flores
Officer
|
Grant | 24.8K | - |
| Dec 31, 2025 | Holly G Goughnour
Officer
|
Grant | 3.9K | - |
| Nov 18, 2025 | Clayton R Ellis
Officer
|
Sell | 18.8K | $693.5K |
| Sep 16, 2025 | Joseph R Saab
General Counsel
|
Sell | 9.0K | $409.8K |
| May 12, 2025 | Ahmet C Dorduncu
Director
|
Grant | 4.0K | - |
| May 12, 2025 | Per Anders Gustafsson
Director
|
Grant | 8.2K | - |
| May 12, 2025 | Jacqueline C. Hinman
Director
|
Grant | 8.1K | - |
| May 12, 2025 | David A Robbie
Director
|
Grant | 4.0K | - |
| May 12, 2025 | Kathryn D. Sullivan
Director
|
Grant | 6.1K | - |
| May 5, 2025 | Holly G Goughnour
Officer
|
Sell | 7.5K | $336.3K |
Source: TwelveData, from SEC Form 4 filings
Questions people ask
Answered from the figures on this page, as of October 16, 2026.