IP International Paper

International Paper (IP) is gaining Wall Street attention as a potential comeback story, not for "viral" appeal, but for its role in packaging and its solid dividend. Despite not being a tech-growth stock, its stability, dividend yield, and connection to e-commerce make it an attractive long-term investment for those seeking reliability over rapid returns. The company is positioned as a steady "utility player" for portfolios, contrasting with more volatile, social-media-hyped stocks.

US materials stocks, including steelmakers and packaging manufacturers, are projected to achieve their highest earnings growth in five years, rising 20% in 2026, primarily due to tariffs and strategic volume plays. Metals and packaging industries are expected to see the most significant boost, with earnings growth over 30%, driven by trade protections strengthening steel prices and increasing demand for consumer goods packaging. While tariffs create headwinds for some, cost-cutting measures and anticipated interest rate cuts are also contributing factors across the broader materials sector.

Boston Trust Walden Corp reduced its stake in Avery Dennison Corporation by 7.8% in the third quarter, holding shares valued at $46.14 million. Other institutional investors have either increased or initiated positions in the company, with 94.17% of the stock owned by institutional investors and hedge funds. Analysts have given Avery Dennison an average rating of "Moderate Buy" with a consensus price target of $200.55.

International Paper stock has shown a steady climb recently, driven by improved containerboard pricing, cost discipline, and a more favorable economic environment. This methodical increase suggests growing investor confidence in the company's ability to turn a cyclical upswing in packaging demand into sustainable earnings growth. While analysts are cautiously optimistic, highlighting the potential for earnings leverage and strong free cash flow, they also warn of risks from potential slowdowns in global manufacturing or consumer spending.

Avery Dennison Corporation (NYSE:AVY) has seen a double-digit share price rise recently, nearing yearly highs. The analysis suggests its stock is fairly valued compared to industry peers based on its P/E ratio, and while not currently a bargain, its high beta offers potential future buying opportunities. The company also shows an optimistic future outlook with expected earnings growth of 34% over the next few years.

Meyer Handelman Co. reduced its stake in International Paper Company by 22.9%, selling 39,664 shares and retaining 133,462 shares valued at approximately $6.19 million. This divestment follows International Paper missing Q3 earnings expectations, reporting a loss of $0.43 per share against a $0.53 consensus and revenue of $6.22 billion versus a $6.76 billion estimate. Despite the revenue increase of 56.4% year-over-year, the company maintained a negative net margin.