§ PACKAGING
USD · Packaging

IP

INTERNATIONAL PAPER CO
USDSector · PackagingMarket cap · $18.4BBeta · 1.14
LAST · MARKET CLOSE · OCT 05
32.04
+0.07 ▲ 0.22%PREV CLOSE · $31.97
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
OPEN 31.62HIGH 32.04LOW 31.1152W 33.57 — 56.13
EVENTSAUG 10 · HWT SELLJUN 30 · EARNINGS +766.7%

§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY

13F FLOW
462 increased/new, 290 decreased/exited (13F)
AC 13F Analysis
INSIDER
−$1M
2 txns · 90d

§ 04 · FUNDAMENTALS · THE BOOKS

P/B1.40EPS (TTM)-6.70
Dividend5.22%
§ 05 · WHO OWNS IT
Top institutional holders
All holders →
FundShares% portΔ Q/Q
Capital Research Global Investors78.5M0.4%+44%
BlackRock, Inc.46.2M0.0%+8%
Capital International Investors36.7M0.3%−42%
VANGUARD CAPITAL MANAGEMENT LLC34.3Mn/an/a
State Street30.8M0.0%+3%
VANGUARD PORTFOLIO MANAGEMENT LLC25.0Mn/an/a
◇ AC INTELLIGENCE

Top institutional owners for IP as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.

§ 06 · WHO OWNS IT · BY STRATEGY

OTHER40.8% · 649 holders
QUALITY / COMPOUNDER28.7% · 36 holders
DEALER / BANK16.2% · 75 holders
PASSIVE / INDEX15.3% · 13 holders
INCOME / DEFENSIVE1.5% · 41 holders
TACTICAL / MACRO0.8% · 4 holders
SYSTEMATIC / QUANT0.7% · 15 holders
ACTIVIST0.0% · 1 holder
DEEP VALUE0.0% · 2 holders
GROWTH / MOMENTUM0.0% · 1 holder
◇ AC INTELLIGENCE

Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.

§ 07 · INSIDER ACTIVITY · LAST 180 DAYS

DateInsiderActionShares$ value
AUG 10Hamic William ThomasSELL25K−$1M
AUG 04Goughnour Holly G.SELL4K−$147K
MAY 01Tozier ScottBUY10K+$313K
◇ AC INTELLIGENCE

1 insider buy, 2 sells in the last 180 days. Scheduled 10b5-1 sales are pre-programmed and neutral; discretionary clusters are the tape worth reading. Cross-reference with the signal stack above for context.

§ 08 · COVERAGE · OUR RECENT NOTES