International Paper Co SEC Filings

Capital International Investors filed Amendment No. 2 to Schedule 13G reporting a passive stake in International Paper (IP) as of 10/31/2025. The firm is deemed the beneficial owner of 62,016,638 shares, representing 11.7% of 527,982,095 shares believed outstanding.

Capital International Investors reports sole voting power over 61,416,597 shares and sole dispositive power over 62,016,638 shares. The filing certifies the securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control of the issuer.

International Paper (IP): Schedule 13G/A filed by Capital International Investors. The investor reported beneficial ownership of 49,809,026 shares of International Paper common stock, representing 9.4% of the class as of 09/30/2025. The filing indicates sole voting power over 49,243,013 shares and sole dispositive power over 49,809,026 shares, with no shared voting or dispositive power.

The certification states the securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control of the issuer. This amendment reflects the investor’s current passive stake and authority to vote and dispose of the shares.

International Paper (IP) announced financial results for the fiscal quarter ended September 30, 2025 and furnished a press release as Exhibit 99.1. The company will host a webcast and conference call today to discuss the quarter. Management also plans to provide updated guidance and adjust its 2025 full‑year target during the call.

Joseph R. Saab, an officer (SVP, General Counsel and Corporate Secretary) of International Paper Company (IP), reported a sale of 9,000 shares of International Paper common stock on 09/16/2025 at a weighted-average price of $45.535 per share. After the reported sale, the filing shows 27,673 shares beneficially owned directly and 14,394 shares held indirectly through the International Paper Salaried Savings Plan. The report notes the sale occurred in multiple transactions at prices ranging from $45.50 to $45.58, and the reporting person offers to provide detailed per-price share counts on request. A power of attorney is on file for the signature.

International Paper Co. (IP) filing a Form 144 notifies a proposed sale of 9,000 common shares acquired as Performance Stock Units on 02/10/2025. The broker is Morgan Stanley Smith Barney LLC (1 New York Plaza, 8th Floor, New York, NY). The filing lists an aggregate market value of $409,815.00 for the shares and reports 527,982,095 shares outstanding. The approximate sale date is 09/16/2025 and the securities are to be sold on the NYSE. The filing states no securities were sold by the reporting person in the past three months and includes the standard representation that the seller is not aware of undisclosed material adverse information.

Capital Research Global Investors disclosed ownership of 53,545,437 shares of International Paper Co., representing 10.1% of the 527,982,095 shares believed outstanding. The filing shows CRGI has sole voting power over 53,533,134 shares and sole dispositive power over 53,545,437 shares, with no shared voting or dispositive power reported. CRGI is presented as an investment adviser division of Capital Research and Management Company and related investment management entities and identifies American Mutual Fund in the ownership context. The statement affirms the securities were acquired and are held in the ordinary course of business and not for the purpose of influencing control.

International Paper Company announced on August 20, 2025, planned permanent closures of its Riceboro, GA and Savannah, GA containerboard operations as part of its 80/20 strategic approach. Riceboro will cease all operations by September 12, 2025, reducing containerboard capacity by ~430,000 tons and leading to estimated aggregate pre-tax non-cash charges of ~$170 million and aggregate pre-tax cash severance/shutdown charges of ~$77 million, with ~300 employees affected. Savannah will cease all operations by September 30, 2025, reducing capacity by ~1,000,000 tons and leading to estimated aggregate pre-tax non-cash charges of ~$400 million and aggregate pre-tax cash severance/shutdown charges of ~$81 million, with ~680 employees affected. The company expects total aggregate pre-tax cash charges of approximately $158 million and pre-tax non-cash accelerated depreciation charges of approximately $570 million, recorded during the quarter ending September 30, 2025. A press release was furnished as Exhibit 99.1.

International Paper entered a sale agreement to sell its Global Cellulose Fibers (GCF) business for a purchase price of $1.5 billion (subject to customary closing adjustments) and will receive preferred stock of the buyer with an aggregate initial liquidation preference of $190 million. The transaction is subject to customary closing conditions and required competition approvals; if not closed by February 20, 2026, the agreement may be terminated, though the End Date extends to May 20, 2026 if only competition approvals remain outstanding. The agreement includes an $85 million termination fee in specified circumstances. Management expects to classify GCF as held for sale and record a non-cash impairment charge between $700 million and $900 million in the quarter ending September 30, 2025. Clayton R. Ellis, Senior VP—Global Cellulose Fibers, is expected to depart upon closing and assume a role with the GCF business.