In its latest SEC filing, AE Wealth Management LLC increased its holdings in International Paper by 8.5% during the third quarter, acquiring an additional 26,146 shares to reach a total of 332,310 shares. This stake represents 0.06% of the company and was valued at $15.42 million at quarter-end. The move underscores growing institutional confidence in the forest products and packaging leader’s long-term cash flow generation following recent restructuring initiatives.

Throughout recent weeks, a number of brokerages have revised their outlook on International Paper. UBS Group trimmed its target from $53.00 to $51.00 while maintaining a buy recommendation. JPMorgan Chase & Co. lowered its objective from $46.00 to $45.00 and held a neutral stance. Wells Fargo cut its target from $44.00 to $36.00 and retained an underweight rating. Overall, nine analysts currently recommend adding the stock, one suggests holding, and three advise selling, leading to a consensus rating of Hold and an average target of $49.07.

The company announced plans to divide its operations into two publicly traded packaging businesses—one focused on North American markets and the other on Europe, the Middle East and Africa. This separation is intended to unlock value but will incur one-time transaction costs and increase execution complexity. In the fourth quarter, revenue rose 53.1% year-over-year to $6.01 billion, surpassing consensus expectations by $110 million, while adjusted margins improved. However, restructuring charges and a $2.47 billion goodwill impairment drove a reported loss of $0.08 per share versus an expected profit of $0.28, and operating cash flow remained under scrutiny despite positive free cash flow generation.