International Paper Company

• IP Stock Price 24h change: -1.41%. From 42.79 USD to 42.19 USD.
The decline on January 22 followed a strong recovery session, as investors displayed caution ahead of the company's Q4 earnings report scheduled for next week amid broader market volatility.
• From a technical perspective, the stock presents a "neutral to bearish consolidation": while the 200-day moving average (~40.18) provides long-term support, the 50-day moving average (~42.73) and short-term RSI (~33.9) indicate selling pressure and a bearish short-term trend. The MACD remains in negative territory, suggesting that the stock is currently in a phase of price discovery and digesting recent gains.
• International Paper announced it will release its fourth-quarter and full-year 2025 earnings results before the market opens on January 29, 2026.
• Analysts currently project Q4 earnings of approximately $0.35 per share on revenue of $5.90 billion, following a transformation period marked by the acquisition of DS Smith.
• Reports highlight IP's ongoing "reset" strategy, which includes the $1.5 billion divestment of its global cellulose fibers business to focus on its core fiber packaging and containerboard segments.
• The packaging sector is seeing a shift toward "streamlining and divestitures" in early 2026, as companies that completed major mergers (like Amcor and IP) move to optimize their portfolios by selling non-core assets.
• North American paper producers, including Sylvamo and Phoenix Paper, have implemented price increases of 5% to 12% for early 2026, driven by tightening supply and declining inventory levels at mills and distributors.

• IP Stock Price 24h change: -3.90%. From 43.35 USD to 41.66 USD. The decline was driven by broader market volatility and increased risk sentiment as trading volume decreased alongside the price drop.
• From a technical perspective, the stock is currently in a "bearish correction" phase: the 14-day RSI is at 33.9 (approaching oversold), and the price has slipped below the 5-day and 10-day Moving Averages. While the long-term 200-day SMA remains a support level near 40.18, the short-term trend is pressured by a MACD sell signal (-0.26).
• International Paper declared its quarterly dividend on January 16, 2026, following the strategic integration progress of the DS Smith acquisition.
• RBC Capital named International Paper as one of its top stock picks for 2026 on January 12, citing expected earnings growth of over 30% in the coming year.
• The company confirmed it will release its fourth-quarter and full-year 2025 earnings results on January 29, 2026, with investors focusing on demand recovery in packaging.
• The North American packaging sector is facing a "mixed bag" outlook for 2026, with stable pricing expected for raw materials but potential sporadic hikes due to new import tariffs on resins and metals.
• Significant consolidation continues in the paper industry as major players like Minerals Technologies expand their satellite plant footprints in Asia to capture underpenetrated packaging markets.