International Paper 배당 및 자사주 매입
배당 기준 점검 4/6
International Paper 은(는) 현재 수익률이 5.38% 인 배당금 지급 회사입니다. 다음 지급일은 15th September, 2026 이며 배당락일은 다음과 같습니다. 14th August, 2026.
핵심 정보
5.4%
배당 수익률
0.2%
자사주 매입 수익률
| 총 주주 수익률 | 5.6% |
| 미래 배당 수익률 | 5.5% |
| 배당 성장률 | 0.4% |
| 다음 배당 지급일 | 15 Sep 26 |
| 배당락일 | 14 Aug 26 |
| 주당 배당금 | n/a |
| 배당 성향 | -36% |
최근 배당 및 자사주 매입 업데이트
Recent updates
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.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.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 AlphaIP: 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.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.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.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.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.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,...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.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.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.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.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.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.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.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.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...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.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.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.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.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.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.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.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.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...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.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 AlphaInternational 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 AlphaInternational 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 Alpha지급의 안정성과 성장
배당 데이터 가져오는 중
안정적인 배당: IP 의 주당 배당금은 지난 10 년 동안 안정적이었습니다.
배당금 증가: IP 의 배당금 지급은 지난 10 년 동안 증가했습니다.
배당 수익률 vs 시장
| International Paper 배당 수익률 vs 시장 |
|---|
| 구분 | 배당 수익률 |
|---|---|
| 회사 (IP) | 5.4% |
| 시장 하위 25% (US) | 1.4% |
| 시장 상위 25% (US) | 4.1% |
| 업계 평균 (Packaging) | 3.4% |
| 분석가 예측 (IP) (최대 3년) | 5.5% |
주목할만한 배당금: IP 의 배당금( 5.38% )은 US 시장에서 배당금 지급자의 하위 25%( 1.36% )보다 높습니다.
고배당: IP 의 배당금( 5.38% )은 US 시장( 4.11% )
주주 대상 이익 배당
수익 보장: IP 배당금을 지급하고 있지만 회사는 수익성이 없습니다.
주주 현금 배당
현금 흐름 범위: 현금 지급 비율 ( 199.1% )이 높기 때문에 IP 의 배당금 지급은 현금 흐름으로 잘 충당되지 않습니다.
높은 배당을 제공하는 우량 기업 찾기
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/09/11 13:08 |
| 종가 | 2026/09/11 00:00 |
| 수익 | 2026/06/30 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
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| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.
Simply Wall St 분석 모델을 설계하고 구축한 에 대해 알아보세요.
산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
International Paper Company는 26명의 분석가가 다루고 있습니다. 이 중 11명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| David Coleman | Argus Research Company |
| Peter Ruschmeier | Barclays |
| Stephen Atkinson | BMO Capital Markets Equity Research |