IP at a glance
International Paper (IP, SEC CIK 51434) filed its latest 10-K annual report on February 27, 2026, a 10-Q quarterly report on August 5, 2026, an 8-K current report on July 30, 2026 and Form 4 insider filings as recently as October 5, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), International Paper (IP) reported revenue of $23.6 billion (up 26.9% from FY2024) and a net loss of $3.5 billion. Diluted EPS was -$6.95.
- As of June 30, 2026, 40 institutional investment managers tracked by SignalX reported holding International Paper (IP) shares worth $10.8 billion in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Hamic William Thomas on August 7, 2026 of 24,500 shares at $41.20 per share.
- In the last 90 days, IP insiders reported 0 open-market purchases ($0) and 2 open-market sales ($1.2M) on Form 4, a net sale of $1.2M.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $23.6B
- +26.9% vs prior year
- Insiders · 90 days
- 0 buys · 2 sells
- Net −$1.2M
- 13F holders
- 40 funds
- $10.8B · +2 vs prior quarter
- Latest 8-K
- Jul 30, 2026
- Item 2.02
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Business Overview
- Pure-play sustainable fiber-based packaging company; two segments: Packaging Solutions North America and Packaging Solutions EMEA
- DS Smith acquisition completed 2025; divestiture of Global Cellulose Fibers business for $1.5B to American Industrial Partners
- Announced January 2026 plan to separate into two independent publicly traded companies (North America + EMEA), targeting late 2026/early 2027
- Net sales $23.63B; capex $1.9B in 2025, rising to $2.0–$2.1B in 2026; $977M returned to shareholders via dividends
- 62,602 total employees post-DS Smith acquisition; 830,000 learning activities completed enterprise-wide via MyLearning platform
Management Discussion & Analysis
- Revenue not explicitly stated as single YoY figure in provided text; DS Smith acquisition completed, adding EMEA segment as new business unit
- Indebtedness ~$9.8B as of Dec 31, 2025; variable rate debt ~$2.1B; potential deferred tax acceleration of $487M if letter-of-credit banks downgraded
- Restructuring actions: closed 3 mills, 2 recycling facilities, 6 box plants in NA; 17 packaging plants, 1 mill, 1 recycling center in EMEA; ~1,400 workforce reduction
- Sold Global Cellulose Fibers business (completed Jan 2026); exited converting bag business; no capex, buyback, or dividend dollar figures disclosed in provided text
- Key forward risks: planned EMEA spin-off within 12-15 months uncertain; tariff/trade policy upheaval post Feb 2026 Supreme Court ruling; ~$4.0B debt subject to rate increase on credit downgrade
Risk Factors
- Outstanding debt ~$9.8B; credit downgrade would trigger interest rate increases on ~$4.0B of debt and may eliminate commercial paper market access
- US Supreme Court struck down IEEPA-based tariffs Feb 20, 2026; new Executive Orders restructuring tariff authority create unresolved supply chain and capital cost uncertainty
- DS Smith ITGC material weaknesses (user access, change-management, authentication) unremediated; excluded from Dec 31, 2025 internal control assessment under SOX Section 404
- Italian Competition Authority antitrust decision and US Sherman Act class action (price-fixing containerboard from Nov 2020) both pending with unquantified material liability risk
- Brazilian tax exposure under Sylvamo spin-off agreement: IP liable for ~$274M (60% of first $300M plus 100% above) on ~$394M total assessment
AI summary of the IP 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Q2 revenue $6.004B, down $138M YoY from $6.142B
- Continuing-operations loss $12M vs $75M profit YoY; adjusted EBITDA $587M vs $670M
- North America strongest: box shipments up approximately 1.7% daily YoY; EMEA volumes declined modestly
- Six-month operating cash flow $1.137B vs $188M; free cash flow $87M vs negative $564M
- Q3 adjusted EBITDA expected higher; Pine Hill operations expected to resume in August 2026
Risk Factors
- No material changes from risk factors disclosed in the December 31, 2025 Form 10-K
- Carried-forward regulatory, legal, operational, competitive, and financial risks unchanged from the 10-K
AI summary of the IP 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 2.02: Results of Operations and Financial Condition
- Preliminary, unaudited fiscal-quarter results announced for quarter ended June 30, 2026
- Investor webcast and conference call scheduled for July 30, 2026 to discuss results
Item EX-99.1: Item EX-99.1
- Q2 net sales $6.00B, down from $6.14B; adjusted EBITDA $587M versus $670M year over year
- GAAP continuing-operations loss $12M, or $(0.02) per share; adjusted operating EPS $0.04 versus $0.18
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Two independent directors, Katherine Collins and Lori J. Ryerkerk, join effective October 1, 2026
- Board expands to 13 members, including 12 independent directors
Item 5.07: Submission of Matters to a Vote of Security Holders
- All 11 director nominees re-elected for one-year terms, preserving board continuity
- Shareowners ratified Deloitte & Touche LLP as 2026 independent auditor with 469,081,312 votes for
AI summaries of IP 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for IP
Don't miss the next IP filing
- Alerts as it files. A push when IP files an 8-K or an insider trades.
- Fund moves. Which tracked funds opened, added or cut IP, by share count.
- Ask anything. An AI agent that reads every IP filing and answers with sources.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Ryerkerk Lori | A | Oct 1, 2026 | 5,952 | - |
| Collins Katherine | A | Oct 1, 2026 | 6,129 | - |
| Hamic William Thomas | I | Aug 7, 2026 | 24,291 | $41.58 |
| Hamic William Thomas | Sell | Aug 7, 2026 | 24,500 | $41.20 |
| Goughnour Holly G. | Sell | Aug 4, 2026 | 3,500 | $41.96 |
| ROBBIE DAVID A. | F | May 12, 2026 | 1,233 | $32.47 |
| ROBBIE DAVID A. | A | May 12, 2026 | 5,298 | - |
| Hinman Jacqueline C. | A | May 12, 2026 | 5,298 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 | |
|---|---|---|---|---|
| Profitability | ||||
| Revenue | $18.9B | $18.6B | $23.6B | |
| Net Income | $288.0M | $557.0M | -$3.5B | |
| Net Margin | 1.5% | 3.0% | -14.9% | |
| Balance Sheet | ||||
| Total Assets | $23.3B | $22.8B | $38.0B | |
| Equity | $8.4B | $8.2B | $14.8B | |
| ROE | 3.4% | 6.8% | -23.7% | |
| Per Share | ||||
| EPS | $0.82 | $1.57 | $-6.95 | |
| Cash Flow | ||||
| Operating CF | $1.8B | $1.7B | $1.7B | |
Source: XBRL data in International Paper (IP)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate IP share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 40 | $10.78B |
| Q1 2026 | 38 | $9.47B |
| Q4 2025 | 36 | $10.48B |
| Q3 2025 | 39 | $13.47B |
| Q2 2025 | 36 | $13.30B |
| Q1 2025 | 34 | $10.26B |
| Q4 2024 | 30 | $7.40B |
| Q3 2024 | 27 | $3.40B |
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Source: 13F-HR filings on SEC EDGAR (aggregated from 280 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
IP filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Oct 5, 2026 | - | - | - |
| 4 | Oct 5, 2026 | - | - | - |
| 4 | Aug 10, 2026 | - | - | - |
| 10-Q | Aug 5, 2026 | Jun 30, 2026 | Analysis | |
| 4 | Aug 4, 2026 | - | - | - |
| 8-K | Jul 30, 2026 | - | Analysis | - |
| 8-K | Jul 17, 2026 | - | Analysis | - |
| 4 | May 14, 2026 | - | - | |
| 4 | May 14, 2026 | - | - | |
| 4 | May 14, 2026 | - | - | |
| 8-K | May 11, 2026 | - | Analysis | |
| 10-Q | May 5, 2026 | Mar 31, 2026 | Analysis | |
| 4 | May 1, 2026 | - | - | - |
| SC 13G | Apr 30, 2026 | - | - | |
| 8-K | Apr 30, 2026 | - | Analysis | - |
| 4 | Apr 2, 2026 | - | - | - |
| 4 | Apr 2, 2026 | - | - | - |
| 4 | Apr 2, 2026 | - | - | - |
| 4 | Mar 12, 2026 | - | - | - |
| 10-K | Feb 27, 2026 | Dec 31, 2025 | Analysis | |
| 8-K | Feb 26, 2026 | - | Analysis | - |
| 4 | Feb 11, 2026 | - | - | |
| 4 | Feb 11, 2026 | - | - | |
| 4 | Feb 11, 2026 | - | - | |
| 4 | Feb 11, 2026 | - | - |
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IP SEC filings: frequently asked questions
Are IP insiders buying or selling?
In the last 90 days, International Paper (IP) officers, directors and 10% owners reported no open-market purchases and 2 open-market sales worth $1.2 million by 2 insiders on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold IP stock?
As of June 30, 2026, the largest International Paper (IP) holders among the 13F filers tracked by SignalX were BlackRock ($1.9 billion), T. Rowe Price Group ($1.7 billion), Vanguard Capital Management LLC ($1.3 billion), State Street Corp ($1.3 billion), Vanguard Portfolio Management LLC ($948.6 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was IP's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), International Paper (IP) reported revenue of $23.6 billion (up 26.9% from FY2024) and a net loss of $3.5 billion. Diluted EPS was -$6.95. The figures come from the XBRL data in the 10-K.
What are the main risks in IP's latest 10-K?
In the 10-K filed February 27, 2026, International Paper (IP) flagged: Outstanding debt ~$9.8B; credit downgrade would trigger interest rate increases on ~$4.0B of debt and may eliminate commercial paper market access. US Supreme Court struck down IEEPA-based tariffs Feb 20, 2026; new Executive Orders restructuring tariff authority create unresolved supply chain and capital cost uncertainty. (AI summary of the Risk Factors section.)
What did IP report in its latest 8-K?
International Paper (IP) filed an 8-K on July 30, 2026 reporting Item 2.02 (Results of Operations and Financial Condition). Preliminary, unaudited fiscal-quarter results announced for quarter ended June 30, 2026.
What are the latest IP SEC filings?
International Paper (IP) filed its latest 10-K annual report on February 27, 2026, a 10-Q quarterly report on August 5, 2026, an 8-K current report on July 30, 2026 and a Form 4 insider filing on October 5, 2026.
What is IP's SEC CIK number?
International Paper (IP)'s SEC Central Index Key (CIK) is 51434. EDGAR lists every IP filing under that number.
Ask anything about IP
The research agent reads IP's filings, financials, insider trades and 13F holders, then answers with sources.