AUG 10·SEC EDGARLow
Hamic William Thomas sold $1.0M of IP
Hamic William Thomas (Exec. VP & President) sold 24,500 shares of INTERNATIONAL PAPER CO /NEW/ (IP) at $41.20 ($1.01M total) on 2026-08-07.
StockNYSE · US · USDConsumer Cyclical · Packaging & Containers
$IP
INTERNATIONAL PAPER CO /NEW/
Price · $IPvia TradingView
AI sentiment · 7d0 articles
No enriched coverage for $IP in the last 7 days.
Insider · 30dAll trades →
- Buys
- — 0 txs
- Sells
- $1.2M 2 txs
Goughnour Holly G.1× · $147K
10b5-1 share of filings0%
Top stories · $IPMore →
AUG 4·SEC EDGAR
Goughnour Holly G. sold $147K of IP
Goughnour Holly G. (VP & Chief Accounting Officer) sold 3,500 shares of INTERNATIONAL PAPER CO /NEW/ (IP) at $41.96 ($0.15M total) on 2026-08-04.
AUG 1·theglobeandmail.com
Analysts Offer Insights on Consumer Cyclical Companies: Amazon (AMZN), International Paper Co (IP) and Codere Online (CDRO)
Analysts issued new ratings for consumer cyclical stocks. Morgan Stanley’s Brian Nowak kept Amazon (AMZN) at Buy and set a $335 target; consensus Strong Buy targets $329.30. Truist’s Michael Roxland reiterated Buy for International Paper (IP) with a $49 target; J.P. Morgan upgraded to Buy at $61. Stifel kept Codere Online (CDRO) at Hold with a $10 target.
IP sentiment & insider activity
Recent IP coverage spans financial news, earnings and insider activity.
In the last 30 days, IP insiders filed 2 SEC Form 4 transactions — no purchases and 2 sales ($1.2M). The most active reporter was Goughnour Holly G., VP & Chief Accounting Officer, with 1 filing.
What's driving IP
This is a routine insider open-market sale with no 10b5-1 plan disclosed, but it does not change company fundamentals.
This is an insider open-market sale with no 10b5-1 plan stated, but it is not a fundamental company catalyst.
Analyst coverage is turning more constructive for IP via reiterated Buy and a cited upgrade with a higher target.
Guidance narrowing plus a sizable second-half EBITDA step-up creates a near-term trading setup around 2H 2026 execution, cost-out carryover, and insurance recovery assumptions.
Near-term earnings trajectory hinges on whether price realization and margin recovery outpace rising OCC, energy, and freight costs, while mill outage and EMEA separation execution add volatility.
alphai scores every news story that mentions IP with an AI model for sentiment and relevance, and aggregates insider trades from INTERNATIONAL PAPER CO /NEW/'s SEC EDGAR Form 4 filings. Figures refresh continuously.
News on $IP
Score
Hamic William Thomas sold $1.0M of IP
Hamic William Thomas (Exec. VP & President) sold 24,500 shares of INTERNATIONAL PAPER CO /NEW/ (IP) at $41.20 ($1.01M total) on 2026-08-07.
1 min readGoughnour Holly G. sold $147K of IP
Goughnour Holly G. (VP & Chief Accounting Officer) sold 3,500 shares of INTERNATIONAL PAPER CO /NEW/ (IP) at $41.96 ($0.15M total) on 2026-08-04.
1 min read
Analysts Offer Insights on Consumer Cyclical Companies: Amazon (AMZN), International Paper Co (IP) and Codere Online (CDRO)
Analysts issued new ratings for consumer cyclical stocks. Morgan Stanley’s Brian Nowak kept Amazon (AMZN) at Buy and set a $335 target; consensus Strong Buy targets $329.30. Truist’s Michael Roxland reiterated Buy for International Paper (IP) with a $49 target; J.P. Morgan upgraded to Buy at $61. Stifel kept Codere Online (CDRO) at Hold with a $10 target.
3 min readInternational Paper Company Q2 2026 Earnings Call Summary
International Paper reported Q2 progress tied to North American box volume growth expected to beat the industry by about 2% in 2026. Management cited cost-out and mill simplification, plus Riverdale conversion and NORPAC acquisition. Full-year adjusted EBITDA guidance was narrowed to $2.35B-$2.45B, with a $600M H2 step-up. EMEA plans 31 facility closures and 3,000 job reductions.
7 min readIP Q2 Deep Dive: Cost Actions and Strategic Investments Offset Volume Weakness
International Paper said it expects adjusted EBITDA improvement in 2H as earlier price increases in North America and EMEA flow through, though most pricing gains have been offset by higher OCC, energy, and freight costs. It cited ramp-ups and integrations (Riverdale, NORPAC, Waterloo) to improve mix, lower costs, and utilization. A Pine Hill mill outage may hurt near-term results. IP trades near $42.77.
5 min readInternational Paper Tops Earnings Estimates Despite Revenue Shortfall
International Paper (NYSE:IP) reported Q2 2026 adjusted EPS of $0.04, beating expectations for a $0.04 loss, while revenue fell to $6.00B versus $6.23B expected. Adjusted EBITDA was $587M, down from $670M a year earlier. For Q3, it guided adjusted EBITDA of $780M to $830M, with full-year 2026 at $3.20B to $3.40B.
4 min read
Why International Paper (IP) Stock Is Down Today
International Paper (IP) shares fell about 4.3% after the company’s Q2 2026 results on July 30. Adjusted EPS was $0.04 vs -$0.04 expected, but revenue was about $6.0B vs ~$6.23B consensus. Guidance was softened, including lower 2026 EBITDA outlook and a Pine Hill mill outage expected to affect Q3.
4 min readCitigroup Adjusts Price Target on International Paper to $48 From $43, Maintains Buy Rating
Citigroup raised its price target on International Paper to $48 from $43 and kept a Buy rating, according to the article. The piece also notes other analysts’ moves on the same stock, including UBS lifting its target to $47 from $40 with a Neutral rating and RBC raising its target to $52 from $48 with an Outperform rating.
1 min read
Here are Friday's biggest analyst calls: Nvidia, SpaceX, Apple, Amazon, Coinbase, Reddit, Arm, Roblox & more
Wall Street analyst actions on Friday included Wells Fargo reiterating Nvidia as overweight and raising estimates with a $315 price target ahead of F2Q27 results. Morgan Stanley reiterated Apple and Amazon as overweight after earnings. Deutsche Bank downgraded Roblox to hold. Other calls covered SpaceX, Coinbase, Reddit, Arm, and several smaller names with new or revised ratings and targets.
3 min readHere Are Friday’s Top Wall Street Analyst Research Calls: Blackstone Mortgage, Boston Scientific, Edison International, Ford, GoDaddy, International Paper, Roblox, Saia, and More
The article summarizes Thursday’s Wall Street rebound after a 1,100-point DJIA drop, citing strong Microsoft earnings and economic data. It lists analyst actions including BMO cutting Roblox’s (RBLX) price target from $100 to $45, and Deutsche Bank upgrading International Paper (IP) to Buy with a $50 target. It also notes gold near $4,018 and bond yields around 5.22% (30-year) and 4.67% (10-year).
3 min read