International Paper stock gains analyst support as Jefferies lifts price target

International Paper stock (ISIN US4601461035) is trading under a supportive analyst backdrop, with a consensus Moderate Buy rating and an average 12-month price target of about USD 48.75 as of September 11, 2026, according to MarketBeat.

Analysts back the shares with higher targets

According to MarketBeat on September 11, 2026, fourteen research firms currently cover International Paper, with one assigning a Sell rating, four rating the shares Hold and nine recommending Buy, resulting in an overall Moderate Buy consensus.

The same overview from MarketBeat reports that the average 12-month price target for International Paper stands at approximately USD 48.75, implying notable upside compared with a recent share price that has been quoted in the mid-USD 30s region in sector commentary. For investors, the gap between the market price and the analyst target range is a central valuation argument.

Jefferies lifts its view amid muted demand

A recent presentation at the Jefferies Global Industrials Conference on September 10, 2026 offers further detail on how at least one major house views International Paper’s prospects. As MarketScreener reports in a transcript of the session dated September 10, 2026, Jefferies raised its price target for International Paper to USD 46 from USD 42 while maintaining a Buy rating.

According to the conference coverage on Investing.com on September 10, 2026, management and Jefferies highlighted that demand in the packaging and paper markets is expected to remain muted through 2027, with North America broadly flat for the rest of 2026 and Europe described as softer. Despite this cautious volume backdrop, the same report notes that International Paper shares had declined about 21.77 percent over the past year to trade around USD 34.64, placing the stock on InvestingPro’s list of most undervalued names.

Valuation and income context for International Paper stock

The combination of a roughly 21.77 percent share price decline over the prior 12 months to approximately USD 34.64, as cited by Investing.com on September 10, 2026, and an average analyst price target near USD 48.75 implies a potential upside of roughly 41 percent if the consensus were to be reached. For long-term holders, that differential underscores why several houses still see the stock as undervalued even as operating conditions remain challenging.

Yield also plays a role in the investment case. Data from Wall Street Journal around September 10, 2026, show a dividend yield in the region of 5.37 percent, providing an income cushion as the company navigates softer demand in some end markets. From an investor perspective, this combination of yield and perceived valuation discount is central to the Moderate Buy stance.

Stock price level and recent trading

In recent trading, International Paper stock closed at USD 34.29 on the NYSE on September 10, 2026, down 1.01 percent from the previous session, as reported by Ad-hoc-news. That closing level, when set against the Jefferies price target of USD 46, suggests a distance of USD 11.71 per share, or around 34 percent, between the latest close and that particular analyst objective.

Fact box: International Paper stock at a glance

More news and analyses on International Paper stock