PresentationGeorge StaphosBofA Securities, Research Division Our next guest is presenting today. We have Andy Silvernail, Chief Executive Officer of International Paper. It's been kind of an interesting time last couple of weeks. What have you Andy. Also in the audience is Lance Loeffler, Chief Financial Officer of the company. He's been with the company since 2025 and also from the Investor Relations effort, Michele Vargas and Mandi Gilliland, who heads up Investor Relations. So welcome, everybody. Thanks ...

International Paper (NYSE:IP) 2026 Conference February 26, 2026 08:15 AM ET Company ParticipantsAndy Silvernail - CEOModeratorOur next guest is presenting today. We have Andy Silvernail, Chief Executive Officer of International Paper. It's been kind of an interesting time last couple of weeks. What do you say, Andy?Andy SilvernailYeah.ModeratorYeah, also in the audience is Lance Loeffler, Chief Financial Officer of the company. He's been with the company since 2025, and also from the investor relations effo ...

DS Smith, an International Paper company, and a leading global supplier of fibre-based and sustainable packaging solutions, announces the first results of its partnership with Apilab, a world leader in bee biomonitoring.Launched in 2025, the scientific partnership is transforming bees into environmental sentinels at thirteen packaging facilities across France. The bees provide early warning signs of changes in their ecosystem.Apilab: innovation is key to biodiversity.Apilab has developed a unique methodolog ...

Stocks to watch as Trump's new tariffs spell more uncertainty | ReutersSkip to main content[Exclusive news, data and analytics for financial market professionalsLearn more aboutRefinitiv]A trader works on the floor, as a screen displays U.S. President Donald Trump during a press briefing at the White House following the Supreme Court's ruling on tariffs, at the New York Stock... [Purchase Licensing Rights, opens new tab] Read more- Companies[Alcoa Corp]Follow[Alibaba Group Holding Ltd]Follow[Best Buy Co Inc ...

（文章来源：每日经济新闻） 每经AI快讯，2月23日，美国纸业和包装企业股价下跌，国际纸业公司股价下跌7.1%，美国包装公司股 价下跌6.8%，斯墨菲西洛克公司股价下跌近5%。 ...

Core Viewpoint - Sonoco Products Company (NYSE:SON) is a leading player in sustainable packaging solutions, showcasing strong financial performance in its latest earnings report [1] Financial Performance - On February 16, 2026, SON reported an earnings per share (EPS) of $1.05, surpassing the estimated $1.01 [2] - Revenue for the period reached approximately $1.77 billion, exceeding the estimated $1.76 billion [2] - The company's U.S. GAAP net income for the fourth quarter was $332.2 million, a significant improvement from a loss of $43 million in the same period in 2024 [3] - GAAP operating profit increased to $520.2 million, up from $56.1 million in the previous year [3] Valuation Metrics - SON has a price-to-earnings (P/E) ratio of approximately 8.20, indicating a positive market valuation of its earnings [4] - The price-to-sales ratio stands at about 0.83, suggesting the stock is valued at less than its annual sales [4] - The enterprise value to sales ratio is approximately 1.68, reflecting the company's total valuation relative to its sales [4] Financial Health - Despite a debt-to-equity ratio of about 1.63, SON maintains a current ratio of approximately 0.92, indicating its ability to cover short-term liabilities with short-term assets [5] - The earnings yield is approximately 12.19%, making SON an attractive option for investors based on its earnings [5]

UBS upgraded Smurfit Westrock PLC (NYSE: SW) to a "Buy" rating, leading to an 8.3% increase in its share price.The company announced a new dividend of $0.45 per share, representing an annualized dividend of $1.81 and a yield of 4.1%.Smurfit Westrock's market capitalization stands at approximately $23 billion, with a strong market presence and investor interest.Smurfit Westrock PLC (NYSE: SW) is a prominent player in the packaging industry, known for its innovative solutions and sustainable practices. The co ...

Core Insights - Simon, a leading real estate investment trust, has announced an investment exceeding $250 million to enhance three key retail properties: The Mall at Green Hills, Cherry Creek Shopping Center, and International Plaza [1][2] Group 1: Investment Overview - The investment program aims to elevate the shopping experience at The Mall at Green Hills in Nashville, Cherry Creek Shopping Center in Denver, and International Plaza in Tampa [1] - Following the acquisition of these properties from Taubman Realty Group, Simon has taken full management and leasing control, initiating a redevelopment strategy to enhance offerings in high-growth markets [2] Group 2: Redevelopment Plans - The Mall at Green Hills will undergo a complete transformation, featuring grand two-story flagship entrances, luxury boutique spaces, and enhanced landscaping to create a world-class shopping experience [3] - Cherry Creek Shopping Center will see modernized flagship spaces and refined architectural updates to enhance the guest experience and maintain its reputation as a luxury retail destination [4] - International Plaza will experience a significant redevelopment, including a 50,000-square-foot open-air expansion and a reimagined Bay Street with improved dining and gathering areas [5] Group 3: Strategic Focus - The company aims to sharpen differentiation through flagship opportunities, elevated design, and enhanced guest experiences, creating environments where sought-after brands can thrive [6] - Construction is set to begin in 2026, with tenant announcements expected to follow [6]

Core Insights - International Paper Co is a leading global producer of renewable fiber-based packaging, pulp, and paper products, operating in over 24 countries and facing competition from companies like WestRock and Packaging Corporation of America [1] Company Developments - On January 30, 2026, CEO Silvernail Andrew K purchased 50,000 shares of the company's common stock at approximately $39.98 per share, indicating confidence in the company's future prospects [2] - AE Wealth Management LLC increased its stake in International Paper by 8.5% during the third quarter, now holding 332,310 shares valued at around $15.4 million, representing 0.06% of the company [3] - AlphaQuest LLC significantly increased its holdings by 63,400% in the second quarter, now owning 635 shares valued at $30,000, while Migdal Insurance and Financial Holdings Ltd. acquired a new stake valued at $33,000, indicating growing institutional interest [4] Stock Performance - International Paper's stock is currently priced at $40.32, reflecting a 3.38% increase, with fluctuations between $38.61 and $40.65 today, and a 52-week high of $58.11 and a low of $35.56 [5] - The company's market capitalization is approximately $21.29 billion, with a trading volume of 9.83 million shares on the NYSE [5]

Core Viewpoint - International Paper plans to split its business into two independent, publicly traded companies, focusing on distinct regional operations [1][2][5] Group 1: Business Structure - The North American operations will retain the International Paper name and will include assets from both International Paper and DS Smith [1][2] - The EMEA packaging businesses will be spun off into a separate entity, combining assets across 30 countries [2][3] Group 2: Management and Leadership - Andy Silvernail will continue as chairman and CEO of International Paper, while Tim Nicholls will become CEO of the new EMEA-based company [2][3] - David Robbie is expected to serve as chairman of the board for the new entity [3] Group 3: Strategic Goals - The split aims to allow each company to operate with its own management structure and investment approach, enhancing focus on regional opportunities [2][5] - The transaction is expected to be a spin-off, with International Paper retaining a "meaningful" shareholding in the new company [3][4] Group 4: Market Position and Future Plans - The new company plans to seek listings on both the London Stock Exchange and the New York Stock Exchange [4] - Completion of the separation is targeted within 12-15 months, pending regulatory approvals [4]