International Paper's chief executive, Andrew K. Silvernail, acquired 50,000 shares of the company on January 30, 2026, in a transaction valued at $1.99 million. The shares were bought at $39.9793 each, in a trading range for the block between $39.80 and $40.26.
The purchase comes against a backdrop of recent weakness in the stock. Shares have fallen by more than 6% over the past week and are down nearly 25% compared with levels a year earlier.
Despite profitability challenges noted in recent results, International Paper continues to offer a yield that many income investors will notice. The company currently carries a dividend yield of 4.59% and has maintained a dividend payment for 56 consecutive years.
Separately, research analysis identifies the stock as modestly undervalued at present, with forecasters projecting a return to profitability during the current year. For investors who want additional company-specific research, Pro Research Reports covering International Paper and more than 1,400 other U.S. equities are available through InvestingPro.
On the fundamentals front, International Paper reported fourth-quarter 2025 results that presented a mixed picture. The company posted an earnings-per-share (EPS) loss of $0.08, missing the consensus forecast of $0.27. Revenue for the quarter, however, came in above expectations at $6.01 billion compared with the anticipated $5.92 billion.
Market reactions from analysts have reflected divergent views on the company’s near-term trajectory. Wells Fargo moved its recommendation from Underweight to Equal Weight, citing operational improvements in the company's PSNA operations over the past two years, and raised its price target to $40.00 from $36.00.
At the same time, RBC Capital lowered its price target slightly to $54.00 from $55.00 but retained an Outperform rating. RBC emphasized its positive view on recent supply rationalization in North American containerboard and expects a tighter market environment in the coming years.
Taken together, the insider purchase and the analyst activity underscore a period of strategic adjustment and mixed financial signals for International Paper. The company's dividend history and current yield contrast with near-term earnings pressures, while analyst commentary highlights both operational progress and longer-term market dynamics in containerboard supply.