SLVM at a glance
Sylvamo Corp (SLVM, SEC CIK 1856485) filed its latest 10-K annual report on February 20, 2026, a 10-Q quarterly report on August 7, 2026, an 8-K current report on August 7, 2026 and Form 4 insider filings as recently as September 2, 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), Sylvamo Corp (SLVM) reported revenue of $3.4 billion (down 11.2% from FY2024) and net income of $132.0 million. Diluted EPS was $3.24.
- As of June 30, 2026, 29 institutional investment managers tracked by SignalX reported holding Sylvamo Corp (SLVM) shares worth $624.0 million in 13F-HR filings.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $3.4B
- −11.2% vs prior year
- Insiders · 90 days
- 0 buys · 0 sells
- No open-market trades
- 13F holders
- 29 funds
- $624.0M · −1 vs prior quarter
- Latest 8-K
- Aug 7, 2026
- Item 2.02
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Business Overview
- Core business model: Integrated manufacturer and seller of paper products, primarily uncoated freesheet paper, serving Europe, Latin America, and North America
- No new products or segments introduced; emphasis on challenges from secular decline in paper demand at 1.1% CAGR (2021-2025) and industry cyclicality
- Strategic focus on cost management due to increased volatility in wood fiber, chemicals, transportation and energy costs amid secular demand decline
- Top 10 customers account for ~41% of net sales, with one customer representing ~15%, highlighting concentration risk
- Public health crisis risks emphasized, including operational disruptions, reduced demand, labor shortages, and inflationary cost pressures
Risk Factors
- Risk of compliance and liability under environmental, tax, and other laws in Brazil, Europe, and US with rising compliance costs
- Exposure to global economic or political instability affecting operations and supply chains, including impacts from trade developments
- Supply chain vulnerability due to increased costs and reduced availability of raw materials, energy, and transportation (truck, rail, ocean)
- Market risk from secular decline in paper demand and competition impacting sales volume in core business segments
- Customer concentration risk from reliance on a small number of key customers impacting revenue stability
Management Discussion & Analysis
- Revenue $3.4B in 2025 vs $3.8B in 2024, down $0.4B YoY driven by price, mix and volume declines
- Adjusted EBITDA $448M, margin 13% vs $632M and 17% in 2024; net income $132M vs $302M prior year
- Best segment: North America operating profit $263M; Worst: Europe loss $(112)M in 2025
- Free cash flow $44M vs $248M in 2024; capital expenditures $224M; dividends $73M; share repurchases $82M
- 2026 outlook: transition year for North America with capacity constraints; focus on fast-payback investments and maintaining strong financial position
AI summary of the SLVM 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 $806M, up $12M YoY from $794M, driven by favorable foreign exchange
- Net loss $11M versus $15M income; net margin (1%) vs 2%; adjusted EBITDA margin 7% vs 10%
- Best segment Europe: sales $197M, operating loss $20M vs $38M loss; worst Latin America: $16M loss vs $2M profit
- Operating cash flow $38M vs $64M; free cash flow $(23)M vs $(2)M; $18M dividend paid
- 2026 transition expected to reduce Adjusted EBITDA by $85M; Eastover investments target $30M-$40M 2027 benefit
Risk Factors
- No risk-factors section provided; submitted text covers equity purchases, exhibits, and signatures
- Repurchase authorization: $150 million remained available as of June 30, 2026
- Employee share-withholding acquisitions: 3,961 shares purchased at April–June prices of $39.27–$42.73
AI summary of the SLVM 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
- Q2 fiscal 2026 results for quarter ended June 30, 2026
- Press release issued August 7, 2026
Item EX-99.1: Item EX-99.1
- Q2 net loss $11M versus $15M profit; adjusted EBITDA $60M versus $82M, signaling weaker profitability despite $806M sales
- North America operating profit $50M versus $66M, while Europe loss improved to $20M and Latin America swung to a $16M loss
Item 5.07: Submission of Matters to a Vote of Security Holders
- Annual meeting held May 15, 2026, with 84% quorum representing 33,470,136 shares
- All seven director nominees elected, supporting board continuity through the next annual meeting
Item 2.02: Results of Operations and Financial Condition
- Sylvamo reported financial results for the quarter ended March 31, 2026
- Press release issued May 8, 2026, with results and management commentary in Exhibit 99.1
AI summaries of SLVM 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for SLVM
Don't miss the next SLVM filing
- Alerts as it files. A push when SLVM files an 8-K or an insider trades.
- Fund moves. Which tracked funds opened, added or cut SLVM, by share count.
- Ask anything. An AI agent that reads every SLVM 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 |
|---|---|---|---|---|
| Ferguson Kevin W | F | Sep 1, 2026 | 78.307 | $35.92 |
| PETRATIS DAVID D | A | Jul 28, 2026 | 463.587 | $38.92 |
| Zallie James P. | A | Jul 28, 2026 | 44.815 | $38.92 |
| Desmond Jeanmarie F. | A | Jul 28, 2026 | 136.213 | $38.92 |
| Breves Christine S | A | Jul 28, 2026 | 67.638 | $38.92 |
| Bruce Lizanne M | A | Jul 28, 2026 | 44.815 | $38.92 |
| JOHNSON JOIA M | A | Jul 28, 2026 | 44.815 | $38.92 |
| JOHNSON JOIA M | A | Jul 28, 2026 | 161.464 | $38.92 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $3.8B | $3.4B |
| Operating Income | $441.0M | $453.0M | $251.0M |
| Net Income | $253.0M | $302.0M | $132.0M |
| Op. Margin | - | 12.0% | 7.5% |
| Net Margin | - | 8.0% | 3.9% |
| Balance Sheet | |||
| Total Assets | $2.9B | $2.6B | $2.8B |
| Equity | $901.0M | $847.0M | $966.0M |
| ROE | 28.1% | 35.7% | 13.7% |
| Per Share | |||
| EPS | $5.93 | $7.18 | $3.24 |
| Cash Flow | |||
| Operating CF | $504.0M | $469.0M | $268.0M |
Source: XBRL data in Sylvamo Corp (SLVM)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate SLVM share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 29 | $624.0M |
| Q1 2026 | 30 | $703.6M |
| Q4 2025 | 28 | $812.3M |
| Q3 2025 | 30 | $683.2M |
| Q2 2025 | 30 | $755.3M |
| Q1 2025 | 26 | $647.0M |
| Q4 2024 | 22 | $661.8M |
| Q3 2024 | 18 | $395.6M |
- Dimensional Fund Advisors+191.7K (+14%)
- Millennium Management+132.1K (+6%)
- Goldman Sachs Group+93.8K (+35%)
- Two Sigma Investments+73.6K (+841%)
- State Street Corp+69.3K (+5%)
- FMR LLC (Fidelity)−473.3K (-94%)
- JPMorgan Chase & Co−91.4K (-64%)
- Bank of America Corp−85.0K (-38%)
- D.E. Shaw & Co−63.2K (-33%)
- Vanguard Capital Management LLC−61.8K (-4%)
Source: 13F-HR filings on SEC EDGAR (aggregated from 213 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
SLVM filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
8-K current reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Sep 2, 2026 | - | - | - |
| 10-Q | Aug 7, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Aug 7, 2026 | - | Analysis | - |
| 4 | Jul 30, 2026 | - | - | - |
| 4 | Jul 30, 2026 | - | - | - |
| 4 | Jul 30, 2026 | - | - | - |
| 4 | Jul 30, 2026 | - | - | - |
| 4 | Jul 30, 2026 | - | - | - |
| 4 | Jul 30, 2026 | - | - | - |
| 4 | Jul 30, 2026 | - | - | - |
| 4 | Jul 30, 2026 | - | - | - |
| 4 | Jul 30, 2026 | - | - | - |
| 4 | Jul 30, 2026 | - | - | - |
| 4 | Jul 30, 2026 | - | - | - |
| 4 | Jul 30, 2026 | - | - | - |
| 4 | Jul 30, 2026 | - | - | - |
| 4 | Jul 30, 2026 | - | - | - |
| 4 | Jul 30, 2026 | - | - | - |
| 4 | Jun 16, 2026 | - | - | - |
| 4 | Jun 2, 2026 | - | - | |
| 4 | Jun 2, 2026 | - | - | |
| 4 | Jun 2, 2026 | - | - | |
| 4 | Jun 2, 2026 | - | - | |
| 8-K | May 18, 2026 | - | Analysis | |
| 4 | May 18, 2026 | - | - |
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SLVM SEC filings: frequently asked questions
Which institutions hold SLVM stock?
As of June 30, 2026, the largest Sylvamo Corp (SLVM) holders among the 13F filers tracked by SignalX were BlackRock ($209.5 million), Millennium Management ($95.2 million), Dimensional Fund Advisors ($58.7 million), Vanguard Capital Management LLC ($54.7 million), State Street Corp ($52.5 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was SLVM's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), Sylvamo Corp (SLVM) reported revenue of $3.4 billion (down 11.2% from FY2024) and net income of $132.0 million. Diluted EPS was $3.24. The figures come from the XBRL data in the 10-K.
What are the main risks in SLVM's latest 10-K?
In the 10-K filed February 20, 2026, Sylvamo Corp (SLVM) flagged: Risk of compliance and liability under environmental, tax, and other laws in Brazil, Europe, and US with rising compliance costs. Exposure to global economic or political instability affecting operations and supply chains, including impacts from trade developments. (AI summary of the Risk Factors section.)
What did SLVM report in its latest 8-K?
Sylvamo Corp (SLVM) filed an 8-K on August 7, 2026 reporting Item 2.02 (Results of Operations and Financial Condition). Q2 fiscal 2026 results for quarter ended June 30, 2026.
What are the latest SLVM SEC filings?
Sylvamo Corp (SLVM) filed its latest 10-K annual report on February 20, 2026, a 10-Q quarterly report on August 7, 2026, an 8-K current report on August 7, 2026 and a Form 4 insider filing on September 2, 2026.
What is SLVM's SEC CIK number?
Sylvamo Corp (SLVM)'s SEC Central Index Key (CIK) is 1856485. EDGAR lists every SLVM filing under that number.
Ask anything about SLVM
The research agent reads SLVM's filings, financials, insider trades and 13F holders, then answers with sources.