International Paper Gestion
Gestion contrôle des critères 4/4
Le PDG International Paper est Andy Silvernail, nommé en May2024, a un mandat de 2.33 ans. La rémunération annuelle totale est $ 14.84M, composée du salaire de 6.7% et des bonus 93.3%, y compris les actions et options de la société. détient directement 0.009% des actions de la société, d'une valeur de $ 1.71M. La durée moyenne de mandat de l'équipe de direction et du conseil d'administration est respectivement 4.2 ans et 7.5 ans.
Informations clés
Andy Silvernail
Directeur général
US$14.8m
Rémunération totale
| Pourcentage du salaire du PDG | 6.74% |
| Durée du mandat du directeur général | 2.3yrs |
| Propriété du PDG | 0.009% |
| Durée moyenne d'occupation des postes de direction | 4.2yrs |
| Durée moyenne du mandat des membres du conseil d'administration | 7.5yrs |
Mises à jour récentes de la gestion
Recent updates
Mise à jour du récit • Sep 09
IP: Pricing Power And Cost Actions Will Drive Future Upside
International Paper's analyst price target has been raised from $48.70 to $58.72 as analysts factor in ongoing containerboard pricing momentum, industry price increase announcements, and expectations for further margin expansion. Analyst Commentary Recent research on International Paper points to a clear shift toward more constructive views, especially from bullish analysts who are responding to pricing actions in containerboard and kraftliner, as well as internal cost and investment efforts.
Mise à jour du récit • Aug 26
IP: Pricing Power And Mill Footprint Actions Will Drive Turnaround Potential
The analyst price target for International Paper moves from about $43.64 to $48.00 as analysts highlight ongoing pricing momentum in containerboard, expectations for further margin expansion, and company specific cost and investment initiatives. Analyst Commentary Recent research on International Paper shows a clear tilt toward more optimistic views, with many firms lifting price targets and a few keeping a more cautious stance on execution and industry conditions.Seeking Alpha • Aug 24
International Paper: H2 Recovery Looks Too Ambitious, Sell Rating Confirmed
Summary International Paper's H1 adjusted EBITDA reached $1.26 billion, leaving roughly $2.04 billion needed in H2 to hit the 2026 guidance midpoint. IP’s 2026 target looks ambitious, with limited room for execution missteps or weaker demand. Quarterly free cash flow stayed negative, while International Paper continues to fund the DS Smith integration, EMEA separation, and mill conversion projects. With lower EBITDA guidance and higher debt, we reduce our target price. Given the still-demanding valuation, we reiterate our Sell rating. Read the full article on Seeking Alpha
Mise à jour du récit • Aug 12
IP: Pricing Power, Footprint Reset And Spin Plan Will Shape Outlook
International Paper's analyst fair value estimate has increased to $39.00 from $32.00, reflecting analysts' updated views on pricing power, margin potential, and industry pricing surveys that highlight support from kraftliner and containerboard price increases. Analyst Commentary Recent research on International Paper points to a mix of optimism on pricing and margins, alongside some clear caution around execution, earnings visibility, and valuation risk.Mise à jour du récit • Jul 29
IP: Pricing Power And Plant Closures Will Shape Turnaround Prospects
International Paper's updated fair value estimate of $43.64, compared with $39.36 previously, reflects analysts' higher price targets and expectations for improved pricing power in containerboard following recent kraftliner and containerboard price increase announcements. Analyst Commentary Recent research on International Paper highlights a split view on the stock.Mise à jour du récit • Jul 15
IP: Network Optimization And Cost Actions Will Support Future Upside Potential
Analysts have lifted the fair value estimate for International Paper from $45.00 to about $48.70, citing adjusted expectations for revenue growth, profit margins, and future P/E multiples, along with mixed Street views that include recent target increases from Citi and Wells Fargo and a downgrade to Neutral with a $41.00 target from BofA. Analyst Commentary Recent commentary on International Paper shows a split view, with some firms turning more cautious while others see room for the stock to perform better as fundamentals evolve.Mise à jour du récit • Jul 01
IP: Cost Restructuring And Margin Improvement Will Support Future Upside Potential
The analyst price target for International Paper has been reduced from $48 to $45. Analysts cite more measured assumptions for revenue growth and valuation multiples, partly offset by firmer margin expectations and a lower discount rate in their updated models.Mise à jour du récit • Jun 17
IP: Packaging Expansion And Mixed Sector Backdrop Will Shape Turnaround Prospects
International Paper's updated analyst price target has been trimmed by several firms in recent weeks. Cuts of $3 to $8 reflect analyst views that recent earnings and sector data warrant slightly more conservative expectations, while still recognizing the company's upgraded ratings from some research houses.Article d’analyse • Jun 17
International Paper (IP) Stock Could Be 8.2% Undervalued Despite Rising Financial Risk
Why International Paper (IP) is Back in Focus International Paper (IP) has come under renewed scrutiny after reports of weaker financial metrics, including softer revenue and EBITDA, tighter interest coverage, and a lower Altman Z-Score that together suggest higher financial risk. See our latest analysis for International Paper. Despite recent concerns about weakening financial strength, International Paper's share price has climbed 19.46% over the past month and 5.95% over the past week,...Mise à jour du récit • Jun 03
IP: European Containerboard Pricing And New Packaging Projects Will Support Turnaround
Analysts have reduced the implied fair value for International Paper from $46.47 to about $39.36, reflecting a series of lower Street price targets following recent quarterly results and updated views on revenue growth, profitability, and future P/E assumptions. Analyst Commentary Recent Street research on International Paper shows a mix of cautious and constructive views, with multiple firms adjusting ratings and price targets following the latest quarterly print and sector datapoints.Mise à jour du récit • May 16
IP: Containerboard Pricing Reset And Mississippi Expansion Will Shape Fairly Valued Outlook
Analysts have trimmed the implied fair value for International Paper to $32.00 from $38.00, as a series of lower Street price targets offsets slightly stronger revenue growth and profit margin assumptions, along with a reduced future P/E multiple and a modestly lower discount rate. Analyst Commentary Recent Street research on International Paper has leaned cautious, with several bearish analysts trimming price targets even as a few upgrades have surfaced.Mise à jour du récit • Apr 27
IP: European Containerboard Price Increases Will Support Future Margin Upside
Analysts have trimmed International Paper's implied fair value estimate from $57.80 to $48.00, reflecting reduced P/E assumptions and a higher discount rate, even as they point to slightly stronger revenue growth and profit margin expectations supported by recent Street research on containerboard pricing and industry demand trends. Analyst Commentary Recent Street research on International Paper has featured a mix of price target revisions and rating changes, but there are several clear positive threads that bullish analysts continue to highlight.Mise à jour du récit • Apr 13
IP: Containerboard Pricing Shifts And Planned Split Will Shape Turnaround Path
Analysts have reduced the International Paper fair value estimate from $40.00 to $38.00, reflecting a series of recent price target cuts and more cautious views on containerboard pricing, even as forecasts for revenue growth and profit margins remain supported by selective positive commentary on European price moves. Analyst Commentary Recent Street research around International Paper has turned more guarded, with several bearish analysts trimming price targets and reassessing the risk profile around containerboard pricing, capital allocation, and execution on planned initiatives.Mise à jour du récit • Mar 30
IP: European Containerboard Price Increases Will Support Turnaround Execution
The updated analyst price target for International Paper edges down by $0.40 to $46.47, as analysts balance recent conflicting signals in containerboard pricing with supportive commentary around European price increases and ongoing research coverage across the sector. Analyst Commentary Recent research on International Paper highlights a mixed picture, with bullish analysts pointing to supportive price actions in Europe and ongoing coverage, while more cautious voices focus on near term pricing pressure in U.S. containerboard and execution risks around the company’s transformation efforts.Mise à jour du récit • Mar 16
IP: Earnings Will Benefit From European Containerboard Price Increases And Turnaround Execution
The analyst price target for International Paper has moved slightly lower to $46.87. Analysts point to mixed containerboard pricing signals, modestly higher revenue growth assumptions, a lower profit margin outlook, and a higher future P/E multiple to support the updated view.Mise à jour du récit • Mar 02
IP: Linerboard Pricing And Planned Split Will Shape Turnaround Execution
Analysts have made a modest upward adjustment to their International Paper price targets, generally nudging estimates by around $1 as they balance the recent $20 per ton linerboard price decline and sluggish demand with expectations that disciplined supply management and potential price increases could support slightly better margins and revenue. Analyst Commentary Recent research on International Paper reflects a mixed backdrop, with a clear split between cautious and more constructive voices.Mise à jour du récit • Feb 16
IP: Planned Split And Sector Pricing Risks Will Pressure Execution
Analysts made a modest upward adjustment to their consolidated price target on International Paper, with changes generally within a $1 range. This reflects mixed views that balance slightly stronger long term margin and growth assumptions against recent rating shifts and updated expectations for sector pricing and the planned company split.Article d’analyse • Feb 15
International Paper's (NYSE:IP) Dividend Will Be $0.4625
The board of International Paper Company ( NYSE:IP ) has announced that it will pay a dividend of $0.4625 per share on...Mise à jour du récit • Feb 02
IP: Future Corporate Split And Plant Closures Will Shape Execution Risks
Our updated analyst price target for International Paper moves to US$40.00 from US$42.10, as analysts factor in more conservative assumptions on revenue growth and profit margins, while still recognizing support from recent target moves and rating changes across the Street. Analyst Commentary Recent Street research on International Paper reflects a mix of support and caution, with several firms revisiting their price targets and ratings as they reassess execution risks, industry conditions, and the impact of the planned split on near term visibility.Mise à jour du récit • Jan 19
IP: Supply Discipline And 80/20 Turnaround Will Support Future Margin Upside
Narrative Update on International Paper Analysts have modestly reset their expectations for International Paper, with a blended Street price target moving into the mid US$40s to low US$50s range as they factor in mixed views on near term packaging volumes, disciplined supply management supporting containerboard pricing, and execution risks around the company’s 80/20 turnaround and ongoing transformation. Analyst Commentary Recent research updates on International Paper show a cluster of price targets in the low to mid US$40s up to just above US$50.Mise à jour du récit • Jan 04
IP: Earnings Will Improve As $1.5B Asset Sale Drives Portfolio Reset
Analysts have modestly reduced their price target on International Paper by about $0.70 per share, reflecting slightly lower fair value and growth assumptions, while still acknowledging strategic portfolio actions and a potential inflection in margins and profits. Analyst Commentary Recent Street research on International Paper reflects a mixed but generally constructive outlook, with some analysts highlighting improving strategic execution and others cautioning that expectations still embed meaningful risk.Mise à jour du récit • Dec 18
IP: Portfolio Refocus And Facility Closures Will Drive Margin Upside
Analysts have trimmed their fair value estimate for International Paper from $63.00 to $57.80 per share. More cautious revenue growth assumptions are offset only partly by improved margin expectations and a lower projected valuation multiple, even as recent research highlights both tangible portfolio actions and lingering skepticism on the pace of the turnaround.Mise à jour du récit • Dec 04
IP: Earnings Will Strengthen As $1.5B Portfolio Sale And Closures Progress
Analysts nudged our fair value estimate for International Paper higher by about $1 to approximately $48 as they balance emerging evidence of profit and margin improvement from strategic portfolio actions against lingering skepticism over the pace and durability of demand and pricing recovery. Analyst Commentary Bullish analysts view International Paper as moving closer to a strategic inflection point, with portfolio simplification and cost actions beginning to support a more durable improvement in earnings power.Mise à jour du récit • Nov 19
IP: Profitability Will Advance As $1.5B Asset Sale Nears Completion
International Paper's analyst price targets have seen both upgrades and reductions recently, with changes ranging roughly from a $1 increase to a $5 decrease. Analysts cite improving profitability initiatives alongside mixed expectations for future growth and operational execution.Mise à jour du récit • Nov 05
IP: Margin Recovery Will Accelerate As $1.5B Divestiture Nears Completion
International Paper’s analyst price target has been revised down from $52.20 to $47.16, as analysts adjust expectations in response to slower forecasted revenue growth and ongoing operational challenges. Analyst Commentary Recent research on International Paper reflects a mix of optimism and caution as analysts assess the company’s ongoing transformation and its operating outlook.Mise à jour du récit • Oct 22
Analysts Weigh Optimism and Concerns as International Paper Faces Strategic Shifts and Valuation Changes
International Paper's analyst price target has edged lower from $53.35 to $52.20, as analysts cite more measured revenue growth expectations and the need for successful execution of strategic initiatives to support sustained profitability. Analyst Commentary Recent Street research presents a mix of cautious optimism and ongoing concerns regarding International Paper's strategy, valuations, and future growth trajectory.Article d’analyse • Oct 18
International Paper's (NYSE:IP) Dividend Will Be $0.4625
The board of International Paper Company ( NYSE:IP ) has announced that it will pay a dividend of $0.4625 per share on...Mise à jour du récit • Oct 08
Sustainable Packaging And Automation Will Reshape Global Markets
International Paper's analyst price target has shifted downward, moving from $54.33 to $53.35 per share. Analysts point to more moderate revenue growth expectations and a cautious outlook on near-term demand and execution risks.Seeking Alpha • Mar 27
International Paper's Investor Day Causes Justified Optimism
Summary International Paper's stock surged over 6% after a bullish investor day, adding to a strong year with shares up nearly 38%. The DS Smith acquisition transformed IP's geographic and business mix, reducing cyclicality and creating significant cost-cutting opportunities across its expanded European footprint. IP forecasts up to $6 billion of EBITDA and $2 billion of free cash flow by 2027, driven by synergies and market growth. Despite near-term caution, IP's ongoing transformation and cost actions position it for substantial long-term value creation, supporting a continued "buy" rating. Read the full article on Seeking AlphaSeeking Alpha • Feb 14
International Paper: Working To Grow Sustainable Packaging With Strategic Investments
Summary International Paper's acquisition of DS Smith strengthens its global footprint, despite a 2.3% Q4 revenue decline, leading me to rate the stock as a hold. The merger, valued at $9.9 billion, will create significant synergies, forecasted at $514 million annually by 2029, enhancing IP's market presence. IP's forward P/E ratio of 22.35X suggests slight overvaluation, but the DS Smith acquisition is expected to drive revenue growth and operational efficiencies. Cost management remains a challenge, but the strategic acquisition and anticipated product price changes could unlock additional shareholder value in 2025. Read the full article on Seeking AlphaSeeking Alpha • Nov 29
International Paper: Self-Help And An Improving Market Enable Further Upside
Summary International Paper has gained over 70% in the past year, driven by strategic alternatives and operational improvements, warranting a revisit of my stock outlook. Despite a decline in EPS last quarter, IP's investments in productivity and streamlining operations are expected to yield significant benefits by 2025 and 2026. The DS Smith acquisition and potential sale of the GCF business could enhance IP's global presence and enable substantial capital returns. With improving market conditions, synergies, and productivity actions, IP is positioned for a ~14% potential return over the next year, making it a buy. Read the full article on Seeking AlphaAnalyse de la rémunération des PDG
| Date | Rémunération totale | Salaire | Bénéfices de l'entreprise |
|---|---|---|---|
| Jun 30 2026 | n/a | n/a | -US$3b |
| Mar 31 2026 | n/a | n/a | -US$3b |
| Dec 31 2025 | US$15m | US$1m | -US$3b |
| Sep 30 2025 | n/a | n/a | -US$387m |
| Jun 30 2025 | n/a | n/a | US$150m |
| Mar 31 2025 | n/a | n/a | US$545m |
| Dec 31 2024 | US$21m | US$667k | US$725m |
Rémunération vs marché: La rémunération totale de Andy ($USD 14.84M ) est dans la moyenne des entreprises de taille similaire sur le marché US ($USD 14.74M ).
Rémunération et revenus: La rémunération de Andy a été cohérente avec les performances de l'entreprise au cours de l'année écoulée.
PDG
Andy Silvernail (55 yo)
2.3yrs
Titularisation
US$14,838,324
Compensation
Mr. Andrew K. Silvernail, also known as Andy, is Director of International Paper Company from May 16, 2024. Mr. Silvernail serves as Chief Executive Officer at International Paper since May 1,2024 and serv...
Équipe de direction
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| CEO & Chairman | 2.3yrs | US$14.84m | 0.0094% $ 1.7m | |
| Senior VP & CFO | 1.6yrs | US$7.84m | 0.0015% $ 272.4k | |
| Senior VP | 4.2yrs | US$3.34m | 0.0037% $ 679.1k | |
| Executive VP & President of DS Smith | no data | US$6.31m | 0.053% $ 9.5m | |
| EVP & President of North American Packaging Solutions | 6.8yrs | US$4.50m | 0.019% $ 3.5m | |
| VP & Chief Information Officer | no data | pas de données | pas de données | |
| Senior Director of Investor Relations | no data | pas de données | pas de données | |
| Senior Vice President & Chief Human Resources Officer | less than a year | pas de données | pas de données | |
| VP & Chief Sustainability Officer | 6.6yrs | pas de données | pas de données | |
| VP & Treasurer | no data | pas de données | pas de données | |
| VP of Finance & Controller | 4.3yrs | pas de données | 0.0056% $ 1.0m | |
| Vice President | no data | pas de données | pas de données |
4.2yrs
Durée moyenne de l'emploi
56yo
Âge moyen
Gestion expérimentée: L'équipe de direction de IP est considérée comme expérimentée (ancienneté moyenne 4.2 ans).
Membres du conseil d'administration
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| CEO & Chairman | 2.3yrs | US$14.84m | 0.0094% $ 1.7m | |
| Independent Lead Director | 8.9yrs | US$377.00k | 0.0047% $ 857.1k | |
| Independent Director | 9.5yrs | US$369.15k | 0.010% $ 1.9m | |
| Independent Director | 7.5yrs | US$362.00k | 0.018% $ 3.2m | |
| Independent Director | 1.6yrs | US$303.79k | 0.0024% $ 441.3k | |
| Independent Director | 15.5yrs | US$314.62k | 0.0083% $ 1.5m | |
| Independent Director | 5.5yrs | US$336.98k | pas de données | |
| Independent Director | 9.7yrs | US$356.99k | 0.015% $ 2.7m | |
| Independent Director | 2.3yrs | US$346.99k | 0.0019% $ 343.2k | |
| Independent Director | 8.8yrs | US$356.99k | pas de données | |
| Independent Director | 2.3yrs | US$346.99k | pas de données |
7.5yrs
Durée moyenne de l'emploi
63yo
Âge moyen
Conseil d'administration expérimenté: Les membres du conseil d'administration de IP sont considérés comme expérimentés (ancienneté moyenne 7.5 ans).
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/09/11 16:08 |
| Cours de l'action en fin de journée | 2026/09/11 00:00 |
| Les revenus | 2026/06/30 |
| Revenus annuels | 2025/12/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github ; nous proposons également des guides sur la façon d’utiliser nos rapports et des tutoriels sur YouTube.
Découvrez l' qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
International Paper Company est couverte par 26 analystes. 11 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| David Coleman | Argus Research Company |
| Peter Ruschmeier | Barclays |
| Stephen Atkinson | BMO Capital Markets Equity Research |