International Paper Co Stock Price, News & Analysis

Sylvamo (NYSE: SLVM) announced that its supply agreement with International Paper (NYSE: IP) will be impacted by IP's planned conversion of the No. 16 paper machine at its Riverdale mill in Selma, Alabama. The machine, which currently provides Sylvamo with 260,000 short tons of cutsize uncoated freesheet annually, will be converted to produce containerboard by Q3 2026.

CEO Jean-Michel Ribiéras stated that the Riverdale supply agreement was not part of Sylvamo's long-term strategy, noting that the company has been preparing for this transition since its 2021 spinoff through strategic investments in North America.

International Paper (NYSE: IP) has announced the sale of its Global Cellulose Fibers (GCF) division to American Industrial Partners (AIP). GCF, which generated $2.5 billion in revenue in 2024, is a leading global producer of absorbent fluff pulp used in personal care products.

The division employs 3,300 associates across manufacturing facilities in the U.S., Canada, and Poland. The transaction is expected to close in Q4 2025, subject to regulatory approvals. GCF's strategic position is strengthened by its sustainable wood basket, established customer relationships, and well-invested facilities.

International Paper (NYSE: IP) announced major strategic changes including the $1.5 billion sale of its Global Cellulose Fibers (GCF) business to American Industrial Partners (AIP). The GCF business, which generated $2.8 billion in revenue in 2024, employs 3,300 people globally across nine manufacturing facilities.

Additionally, IP announced significant changes to its North American packaging business, including a $250 million investment to convert the Riverdale mill in Selma, Alabama, and the closure of multiple facilities including the Savannah containerboard mill, Savannah packaging facility, and Riceboro operations. These changes will result in approximately 1,100 job cuts and a net reduction of one million tons in annual containerboard capacity.

International Paper (NYSE:IP) announced that CEO Andy Silvernail will present at the upcoming Jefferies 2025 Industrials Conference on September 4, 2025. The presentation is scheduled for 8:10 a.m. EDT, followed by a Q&A session.

Investors and interested parties can access the live webcast through International Paper's website under the Investors tab and Events & Presentations page. A replay will be made available approximately three hours after the presentation.

International Paper (NYSE: IP) reported Q2 2025 financial results with net earnings of $75 million ($0.14 per diluted share) and adjusted operating earnings of $105 million ($0.20 per diluted share). Net sales reached $6.8 billion, reflecting the first full quarter of combined operations with DS Smith.

The company's Packaging Solutions North America segment saw increased revenue and seasonal volume growth, though margins were affected by cost headwinds and maintenance outages. The EMEA segment faced soft demand and higher depreciation expenses post-acquisition. The Global Cellulose Fibers segment reported an operating loss of $4 million.

Management expects stronger global revenue and earnings in Q3 2025, driven by strategic wins, cost-reduction initiatives, and fewer planned maintenance outages.

International Paper (NYSE: IP) has announced its quarterly dividend declarations. The company will pay a dividend of $0.4625 per share on its common stock for Q3 2025, payable on September 16, 2025, to shareholders of record as of August 15, 2025.

Additionally, holders of the company's cumulative $4.00 preferred stock will receive a quarterly dividend of $1.00 per share for the same period, with identical payment and record dates.

International Paper (NYSE: IP) has successfully completed the divestiture of five European corrugated box plants to PALM Group, fulfilling its regulatory commitments related to the DS Smith Plc acquisition. The divested facilities include three plants in Normandy, France (Saint-Amand box plant, Mortagne box plant, and Cabourg sheet plant), one box plant in Ovar, Portugal, and one box plant in Bilbao, Spain.

The divestiture was mandated by the European Commission as a regulatory remedy for IP's acquisition of DS Smith Plc, which was initially published on January 24, 2025. With this sale, International Paper has now met all its obligations to the European Commission regarding the DS Smith acquisition.

International Paper (NYSE: IP) announced strategic operational changes in North America, including the exit from its molded fiber business and several facility changes. The company will convert its Reno facility to support packaging operations, close facilities in Marion, Ohio and Wichita, Kansas, and sell its Mexican operations to APSA.

The restructuring will impact approximately 134 employees in the U.S., while Mexican employees are expected to be retained by APSA. The company will provide affected employees with severance packages, outplacement support, and opportunities for internal transfers where possible.

International Paper (NYSE: IP) has scheduled its second-quarter 2025 earnings release for July 31, 2025, before the NYSE opening. The company will host a webcast at 10 a.m. ET to discuss earnings and market conditions.

Investors can access the webcast through IP's website under the Investors tab. For teleconference participation, dial +1 646-307-1963 (international) or 800-715-9871 (U.S.) with conference ID 5341077. The company, which recently acquired DS Smith, reported net sales of $18.6 billion in 2024 and operates in over 30 countries with more than 65,000 employees.