The premier innovator in global retail properties unveils over $250 million investment plans for The Mall at Green Hills ®, Cherry Creek Shopping Center ®, and International Plaza â"¢ ® The iconic Mall at Green Hills, will undergo a complete transformation and expansive exterior revitalization featuring grand, two-story flagship statement entrances, jewel-box spaces for luxury boutiques, lush landscaping, and elevated arrival moments that usher guests into a reimagined world-class shopping experience. The n ...

MEMPHIS, Tenn., Feb. 2, 2026 /PRNewswire/ -- International Paper Chief Executive Officer Andy Silvernail will speak at Bank of America Securities 2026 Global Agriculture and Materials Conference on February 26, 2026. The presentation is scheduled to begin at 8:15 a.m. Eastern Time and will be followed by a question-and- answer session. All interested parties are invited to listen to the webcast via the company's website by clicking on the Investors tab and going to the Events & Presentations page at https:/ ...

International Paper Co's CEO, Silvernail Andrew K, purchased 50,000 shares, signaling confidence in the company's future.AE Wealth Management LLC increased its stake in International Paper by 8.5%, indicating a positive outlook.The stock price of International Paper is $40.32, with a recent increase of 3.38%.International Paper Co (NYSE: IP) is a leading global producer of renewable fiber-based packaging, pulp, and paper products. The company operates in over 24 countries, serving customers worldwide. As a ...

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Core Viewpoint - International Paper Company (NYSE:IP) is recognized for its potential in the market, with analysts highlighting its cost-saving measures and strategic positioning in the packaging industry, aiming for significant EBITDA growth by 2027 [2][3][4]. Group 1: Analyst Ratings and Price Targets - UBS analyst Anojja Shah has reduced the price target for International Paper from $53 to $51 while maintaining a Buy rating, citing ongoing cost-saving efforts linked to mill closures [2]. - RBC Capital Markets has included International Paper in its Top 30 Global Ideas list for 2026, indicating a favorable outlook due to expected price increases from tighter containerboard capacity in North America [3]. - RBC has set a price target of $55 for International Paper, based on a blended multiple of approximately 7.75 times estimated trend EBITDA and projected 2026 EBITDA [5]. Group 2: Company Strategy and Performance - International Paper is focusing on internal efficiency initiatives, which are anticipated to drive meaningful EBITDA growth by 2027 [3]. - The company is recognized for its disciplined capital allocation strategy, emphasizing cost-cutting, reliability improvements, and investments in high-return projects [4]. - The broader transformation plan of International Paper is viewed as a potential source of additional upside for the company [4].

Core Insights - International Paper Company (IP) reported a fourth-quarter 2025 adjusted loss of eight cents per share, missing the Zacks Consensus Estimate for earnings of 28 cents [1] - The company plans to separate its PS North America and PS EMEA operations into two independent, publicly traded companies, expected to be completed within 12–15 months [2] Financial Performance - The company reported a net loss of $4.48 per share, compared to earnings of 25 cents in the same quarter last year [3] - Net sales reached $6 billion, a 53% increase year-over-year, surpassing the Zacks Consensus Estimate of $5.88 billion [3] - Cost of sales was $4.12 billion, up 49% from $2.88 billion in the prior-year quarter, while gross profit rose 63% to $1.88 billion, resulting in a gross margin of 31.4% [4] - Selling and administrative costs increased by 13% to $545 million, and the adjusted operating loss was $43 million compared to an adjusted operating profit of $135 million in Q4 2024 [4] Segment Performance - Packaging Solutions North America reported sales of $3.7 billion, a 5% increase from the prior year, with an operating profit of $319 million [6] - Packaging Solutions EMEA saw sales of $2.3 billion, significantly up from $0.36 billion last year, but reported an operating loss of $223 million [7] Cash and Debt Position - Cash and temporary investments totaled approximately $1.14 billion at the end of 2025, up from $1.06 billion at the end of 2024 [8] - Long-term debt increased to $8.8 billion from $5.36 billion in 2024, while cash flow from operating activities was $1.7 billion, slightly up from $1.68 billion in 2024 [8] Future Expectations - The company anticipates adjusted EBITDA from continuing operations to be between $3.5 billion and $3.7 billion for 2026, with a first-quarter expectation of $0.74 billion to $0.76 billion [11] - IP's stock has declined by 28.4% over the past year, compared to a 15.9% decline in the industry [11]

Core Viewpoint - International Paper Company reported mixed earnings results and announced plans to split into two independent public companies, leading to a decline in stock price despite exceeding sales expectations [1][3]. Earnings Snapshot - The company reported a fourth-quarter loss of $0.08 per share, missing the analyst estimate of $0.24 per share - Sales reached $6.01 billion, surpassing the consensus estimate of $5.93 billion [1]. Company Split - International Paper plans to split into two independent, publicly traded companies: one focusing on North American operations and the other on EMEA Packaging business - The new International Paper will combine legacy IP and DS Smith assets, while the EMEA Packaging business will consist of DS Smith and IP assets in Europe, the Middle East, and Africa - This strategic move aims to enhance focus on North American operations with a targeted capital allocation strategy [3][4]. Future Outlook - CEO Andy Silvernail indicated that the company experienced a 37% year-over-year adjusted EBITDA improvement in North America and anticipates $3.5-$3.7 billion of adjusted EBITDA for the full year 2026 - The company expects to deliver $740-$760 million in adjusted EBITDA for the first quarter of 2026 - The ongoing transformation investments are expected to build momentum towards forming two scaled, independent regional packaging solutions leaders [2].

Financial Data and Key Metrics Changes - The company achieved approximately 37% year-over-year adjusted EBITDA growth in 2025, with adjusted EBITDA for North America at $560 million for the fourth quarter of 2025 [28][34] - Full year 2025 net sales for the standalone IP business exceeded $15 billion, with approximately $2.3 billion of adjusted EBITDA expected to accelerate rapidly over the next 24 months [17][21] - The company expanded adjusted EBITDA margin by 230 basis points in 2025, despite facing $958 million of accelerated depreciation due to footprint optimization and higher depreciation related to the DS Smith acquisition [29][30] Business Line Data and Key Metrics Changes - North America saw significant progress with a run rate cost benefit of approximately $510 million, including $110 million related to footprint optimization in 2025 [28][29] - EMEA's standalone business is projected to have full year 2025 net sales of approximately $8.5 billion and adjusted EBITDA of around $800 million, with ongoing transformation expected to yield benefits in 2026 [21][24] Market Data and Key Metrics Changes - North America is characterized by a high degree of supply integration and steady demand growth, while EMEA has more localized dynamics with relatively higher demand growth [12][13] - The market remains soft but broadly stable in EMEA, with continued pressure on board pricing [43] Company Strategy and Development Direction - The company plans to create two publicly traded, scaled, regional packaging solution leaders in North America and EMEA, aiming to maximize long-term value for shareholders [6][11] - The 80/20 performance system will continue to guide the company's operations, focusing on simplifying, segmenting, resourcing, and growing to drive sustainable value creation [8][15] - The separation will allow each business to tailor its strategies to meet distinct customer expectations and regional opportunities [11][13] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the trajectory for 2026, projecting enterprise net sales of $24.1 billion to $24.9 billion and adjusted EBITDA of $3.5 billion to $3.7 billion [47] - The company anticipates that the separation will enhance each business's ability to make organic and inorganic investments, further improving cost positions and customer experiences [22][24] Other Important Information - The company plans to invest approximately $400 million in EMEA throughout 2026 to support ongoing transformation and 80/20 implementation [28] - The separation is expected to be completed within 12-15 months, with the transaction structured as a spin-off of the EMEA Packaging business to shareholders [26][27] Q&A Session Summary Question: Can you provide assumptions behind the Free Cash Flow guidance of $300 million-$500 million? - The company confirmed that price is not included in the guidance and has issued a price letter to customers [51][52] Question: Will the spin-off provide an opportunity to review the dividend policy? - The company will maintain its current dividend policy through 2026 and will evaluate it in conjunction with shareholders post-spin [56][57] Question: Why is the separation process expected to take 12-15 months? - The timeline is due to the accounting complexities involved, although the company aims to expedite the process [68][70] Question: How confident is the company in achieving the projected growth in the second half of 2026? - Management expressed confidence based on actions already taken and the expected accumulation of benefits from ongoing initiatives [74][76] Question: What is the relative profitability of new volume wins compared to lost business? - The company indicated that new volume wins have been at quality levels consistent with market pricing discipline, contributing to expanding margins [86][88]

Financial Data and Key Metrics Changes - The company achieved approximately 37% year-over-year adjusted EBITDA growth in 2025, with adjusted EBITDA margin expanding by 230 basis points [28][29] - Full year 2025 net sales for the North American business exceeded $15 billion, with adjusted EBITDA of approximately $2.3 billion [17] - The EMEA Packaging business reported full year 2025 net sales of approximately $8.5 billion and adjusted EBITDA of around $800 million [21] Business Line Data and Key Metrics Changes - North America experienced significant progress with a run rate cost benefit of approximately $510 million, including $110 million related to footprint optimization in 2025 [28][29] - EMEA implemented 20 site closures affecting about 1,400 roles, with ongoing discussions for an additional 7 sites impacting 700 roles, expected to deliver run rate cost savings of over $160 million [44][45] Market Data and Key Metrics Changes - North America is characterized by a high degree of supply integration and steady demand growth, while EMEA has more localized dynamics with relatively higher demand growth [12][13] - The company expects to outperform the industry growth in North America by approximately 2% in 2026, with the market anticipated to grow flat to up 1% [36][104] Company Strategy and Development Direction - The company plans to create two publicly traded, scaled regional packaging solution leaders in North America and EMEA, enhancing focus on distinct regional opportunities [6][11] - The 80/20 performance system will continue to guide the company's operations, focusing on simplifying, segmenting, resourcing, and growing to maximize long-term value for shareholders [8][15] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the trajectory for 2026, projecting enterprise net sales of $24.1 billion to $24.9 billion and adjusted EBITDA of $3.5 billion to $3.7 billion [47] - The company anticipates that the separation will enable both businesses to accelerate progress toward maximizing long-term profitable growth through greater speed, agility, and differentiation [11][49] Other Important Information - The separation of the EMEA Packaging business is expected to be completed within the next 12-15 months, with plans for the company to be listed on both the London and New York Stock Exchanges [26] - The company plans to invest approximately $400 million in EMEA throughout 2026 to fund ongoing transformation and 80/20 implementation [28] Q&A Session Summary Question: Can you provide assumptions behind the Free Cash Flow guidance of $300 million-$500 million? - The company confirmed that price is not included in the guidance and has issued a price letter to customers [51][52] Question: Will the spin-off provide an opportunity to review the dividend policy? - Management stated that the current dividend policy will be maintained through 2026, with a review process in conjunction with shareholders post-spin [56][57] Question: Why is the separation process expected to take 12-15 months? - The company explained that the timeline is due to the accounting complexities involved, although they aim to expedite the process [68][70] Question: How confident is the company in achieving the projected second half performance in 2026? - Management expressed confidence based on actions already taken and the expected accumulation of benefits from ongoing initiatives [74][76] Question: Can you discuss the relative profitability of new volume wins versus lost business? - Management indicated that the new volume wins in North America are of high quality and have been achieved without chasing bad business, maintaining pricing discipline [86][88]

Financial Data and Key Metrics Changes - In 2025, the company achieved approximately 37% year-over-year adjusted EBITDA growth in North America, with adjusted EBITDA for the fourth quarter reaching $560 million [23][26] - The full year 2025 net sales for the standalone International Paper are projected to exceed $15 billion, with approximately $2.3 billion of adjusted EBITDA expected to accelerate rapidly over the next 24 months [14] - The company expanded adjusted EBITDA margin by 230 basis points in 2025, despite facing $958 million in accelerated depreciation due to footprint optimization and higher depreciation related to the DS Smith acquisition [25] Business Line Data and Key Metrics Changes - North America saw significant progress with a $510 million run rate cost benefit achieved through the 80/20 plan, while EMEA is in the early stages of transformation with 20 site closures impacting approximately 1,400 roles [23][24] - The standalone EMEA Packaging business is projected to have full year 2025 net sales of approximately $8.5 billion and adjusted EBITDA of around $800 million [17] Market Data and Key Metrics Changes - North America is characterized by a high degree of supply integration and steady demand growth, while EMEA has more localized dynamics with relatively higher demand growth [11] - The company expects to outperform the industry in both regions, with North America projected to grow 3-4 percentage points above the underlying market [23][41] Company Strategy and Development Direction - The company plans to create two publicly traded, scaled regional packaging solution leaders in North America and EMEA, aiming to maximize long-term value for shareholders [5][10] - The 80/20 performance system will continue to guide the company's operations, focusing on simplifying, segmenting, resourcing, and growing to drive sustainable value creation [6][12] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the trajectory for 2026, projecting enterprise net sales of $24.1 billion to $24.9 billion and adjusted EBITDA of $3.5 billion to $3.7 billion [41] - The company anticipates that the separation will enable both businesses to accelerate progress toward maximizing long-term profitable growth through greater speed, agility, and differentiation [10][43] Other Important Information - The separation of the EMEA Packaging business is expected to be completed within 12-15 months, with plans for the new company to be listed on both the London and New York Stock Exchanges [20] - The company plans to invest approximately $400 million in EMEA throughout 2026 to fund ongoing transformation and 80/20 implementation [22] Q&A Session Summary Question: Can you provide details on the Free Cash Flow guidance? - The Free Cash Flow guidance of $300 million to $500 million does not include price impacts, and a price letter has been sent to customers [46][47] Question: How should we think about corporate costs relative to the guidance? - The guidance includes corporate costs, and there will not be a significant overall increase in corporate costs post-separation [58][61] Question: Why is the separation process expected to take 12-15 months? - The timeline is due to the accounting complexities involved in the separation, which is primarily an accounting exercise [64][66] Question: What confidence does the company have in achieving the second half targets for 2026? - The company has confidence due to actions already taken and the expectation that costs will normalize, leading to improved performance [70][72] Question: Can you discuss the relative profitability of new wins versus lost business? - The company has maintained pricing discipline and is confident that the new volume wins are of high quality and profitability [81][83]