Sylvamo Corp director Lizanne M. Bruce reported a routine equity-related transaction reflecting dividend accruals on her director compensation awards. On January 23, 2026, she acquired 23.8754 dividend equivalent units (DEUs) at a reference price of $51.05 per unit tied to Sylvamo common stock. Following this transaction, she held 253.886 DEUs as derivative securities in direct ownership.
The DEUs were credited in connection with a dividend paid on Sylvamo common stock and relate to previously granted restricted stock units (RSUs) and/or deferred stock units (DSUs) under the company’s plan for non-employee directors. Each DEU represents the right, subject to vesting, to receive one share of Sylvamo common stock on the same terms and schedule as the underlying RSUs or DSUs.
Sylvamo Corp director Christine S. Breves reported automatic stock-based awards tied to a dividend. On 01/23/2026, she acquired 50.593 deferred stock units and 23.8754 dividend equivalent units, both valued at $51.05 per unit. After these transactions, she held 456.0923 deferred stock units and 167.0315 dividend equivalent units directly.
The new units were credited under Sylvamo’s Restricted Stock and Deferred Compensation Plan for Non-Employee Directors in connection with a dividend on Sylvamo common stock. Each dividend equivalent unit represents the right, subject to vesting, to receive one share of Sylvamo common stock and will vest and settle on the same terms as the related restricted or deferred stock units.
Sylvamo Corp director equity compensation update: A board member of Sylvamo Corp received 693 time-based restricted stock units (RSUs) of common stock on January 1, 2026, in lieu of a cash retainer for serving as Chairman of the board from January 1, 2026 until the 2026 annual shareowners meeting. The RSUs are valued at $48.15 per share.
The RSUs will vest one-for-one into common stock on May 15, 2026 or at the next annual shareowners meeting. The director has elected to defer settlement of the vested RSUs until the first to occur of May 15, 2036 or the termination of his service as a director. Following this transaction, the reporting person beneficially owns 27,483 shares of Sylvamo common stock directly.
Sylvamo Corporation is providing more detail on its leadership transition as Jean‑Michel Ribiéras retires as Chief Executive Officer and Chairman and leaves the board effective December 31, 2025.
Effective January 1, 2026, John V. Sims will become Chief Executive Officer and President and join the board, which will have seven members, six of them independent. His 2026 compensation includes a $1,050,000 base salary, a target annual incentive equal to 125% of salary, and long‑term equity awards with a target value of $4,750,000 in restricted stock units. Independent director David Petratis will become Chairman of the Board and receive a prorated $130,000 chairman retainer, in addition to $250,000 in director fees and $15,000 for chairing the Nominating and Corporate Governance Committee, paid in deferred stock units that vest into common stock after ten years. Sylvamo notes there are no related‑party transactions involving Sims or Petratis.
Sylvamo Corp executive share sale disclosed. A company officer, identified as the VP, Controller and Chief Accounting Officer, reported selling 2,000 shares of Sylvamo Corp common stock on 12/09/2025 at an average sale price of $48.25 per share.
After this transaction, the reporting person beneficially owns 6,148.9473 Sylvamo common shares, held directly. The filing shows no derivative securities transactions for this date and notes that the reported price is an average sale price, rounded.
Sylvamo Corporation received a Schedule 13G filing from a group of investors affiliated with Millennium, disclosing a passive ownership stake in its common stock. The filing reports beneficial ownership of up to 2,148,608 shares of Sylvamo common stock, representing 5.4% of the outstanding class.
The reporting persons are Integrated Core Strategies (US) LLC, Millennium Management LLC, Millennium Group Management LLC and Israel A. Englander. They report shared voting and dispositive power over these shares and certify that the securities were not acquired for the purpose of changing or influencing control of Sylvamo.
Sylvamo Corp (SLVM) insider Kevin W. Ferguson, VP, Controller and Chief Accounting Officer, reported a sale of company stock. On 11/14/2025, he sold 1,000 shares of common stock at an average price of $45.77 (transaction code S). After this sale, he beneficially owns 8,148.9473 shares, held directly.
Sylvamo (SLVM) reported an insider transaction by Kevin W. Ferguson, VP, Controller and Chief Accounting Officer. On 11/12/2025, he sold 2,000 shares of common stock (transaction code S) at an average price of $48.70. After the sale, he beneficially owns 9,148.9473 shares, held directly. No derivative transactions were reported.
Sylvamo (SLVM) adopted a shareholder rights plan, declaring a dividend of one preferred share purchase right for each common share outstanding on November 20, 2025 (the record date). Each right lets the holder buy one one‑thousandth of a share of Series B Preferred Stock at $215.00, subject to adjustment.
The rights attach to common shares until a Distribution Date, which occurs if a person or group acquires 15% or more of the common shares, or starts a tender/exchange offer that would reach that level. Certain Schedule 13G filers are excluded below 20%, with specified conditions. The plan expires November 9, 2026.
If triggered, the plan includes a flip‑in allowing holders (other than the acquirer) to purchase common shares valued at two times the exercise price, and the Board may elect an exchange of one common share per right. The Board can redeem all rights before a trigger for $0.001 per right. Until exercised, rights carry no voting or dividend rights.
Sylvamo (SLVM) reported softer third-quarter results. Net sales were $846 million versus $965 million a year ago, and net income was $57 million versus $95 million. Diluted EPS was $1.41 versus $2.27. Adjusted EBITDA was $151 million with an 18% margin, compared with $193 million and a 20% margin last year. Management cited lower North America volume tied to International Paper’s Georgetown mill closure and unfavorable price/mix in Europe, partly offset by better operations and costs.
By segment, Q3 business segment operating profit was $84 million in North America, $35 million in Latin America, and a loss of $21 million in Europe. Cash from operations was $87 million in the quarter; free cash flow was $33 million after $54 million of capital spending. The company returned cash via an $18 million dividend and $42 million of share repurchases. On the balance sheet, cash was $94 million, long‑term debt was $778 million, and total equity was $977 million. Looking to Q4, the company expects price and mix to be unfavorable, volume to improve, and planned maintenance outage costs to rise by $18 million.