International Paper: Major Move Up Ahead

The Insiders ForumInvesting Group LeaderFollow5ShareSavePlay(13min)CommentsSummaryInternational Paper plans to spin off its EMEA packaging business in 2027, following its DS Smith acquisition and $400M investment.IP's restructuring, synergy programs, and $70/ton price hike aim to counter weak demand and support its 4.7% dividend yield.FY26 guidance targets $400M free cash flow and $3.6B Adj. EBITDA, with further cost savings and restructuring ahead.I view IP as suitable for small, covered call trades, with the potential to add if shares dip to the mid-$30s and yield approaches 5%.Looking for a helping hand in the market? Members of The Insiders Forum get exclusive ideas and guidance to navigate any climate. Learn More » Richard Drury/DigitalVision via Getty Images Shares of now pure-play corrugated packaging concern International Paper Company (IP) recently announced its intention to split itself into two publicly traded businesses. The move to spin off its EMEA operations in 2027 (after a plannedThis article was written byThe Insiders Forum9.08K FollowersFollowWe are a team of analysts led by Bret Jensen, Chief Investment Strategist at Simplified Asset Management. We run the investing group The Insiders Forum where we specialize in small and mid-cap stocks that insiders are buying.

The Insiders Forum portfolio managed by Bret Jensen consists of 12-25 top stocks in different sectors of the market that are attractively valued and have had some significant and recent insider purchases. Our goal is to outperform the Russell 2000 (the benchmark) over time.Analyst’s Disclosure: I/we have a beneficial long position in the shares of IP, AMZN either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.