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Sylvamo Corp

SLVM · NYSE

Market closed$38.34$-1.22 (-3.08%)After hours $38.34 · 0.00%

Key statistics

Previous close$39.56
Open$39.75
Day high$40.13
Day low$37.87
52-week high$56.80
52-week low$35.53
Market cap1.52B
Volume230.41K
Average volume363.02K
P/E ratio16.25
Forward P/E—
EPS2.36
Dividend yield+4.69%

Market context

Why it moved

SLVM shares declined as the company's Q1 2026 earnings report revealed an EPS miss amid mounting cost pressures, disappointing investors and weighing on the stock.

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What is happening

Recent company-specific developments and publisher coverage.

July 17, 2026Sylvamo closed down roughly 3% as a fresh wave of analyst price target cuts weighed on sentiment. RBC Capital lowered its target to $46 from $49 (Sector Perform), following BofA's downgrade to Neutral last Monday with a $45 target, citing softening fundamentals and lackluster demand across paper and forest products. Truist maintained its Buy rating but also trimmed its target to $51 from $54. The stock is now down ~18% year-to-date, with industry-wide headwinds—including Södra's Q2 operating loss and Canfor's pulp mill closure—reinforcing the challenging pricing and demand environment.

-3.0839

July 17, 2026Sylvamo shares surged despite competing analyst views on industry fundamentals. Truist Securities maintained its Buy rating on the paper company while trimming its price target to $51 from $54, offering a constructive counterpoint to BofA's Monday downgrade to Neutral with a $45 target, which cited softening uncoated freesheet demand, weakening operating rates (down to 85% from 92% a year ago), and downside earnings risks. With Q1 results beating estimates and a forward P/E near 15x, value-oriented investors appear to be stepping in, lifting the stock well above its Materials sector peers (XLB closed roughly flat).

5.2688

July 16, 2026Sylvamo closed modestly lower amid a wave of analyst pressure, as Truist Securities maintained its Buy rating but trimmed its price target to $51 from $54, following BofA's more bearish Monday downgrade to Neutral with a $45 target on softening uncoated freesheet industry fundamentals. BofA flagged weakening operating rates — dropping to 85% from 92% a year ago — and declining shipment demand as earnings risks shift to the downside, overshadowing a Q1 EPS beat and a still-discounted valuation near 15x earnings.

-0.6871

July 15, 2026Sylvamo Corp shares fell sharply, pressured by a BofA Securities downgrade to Neutral from Buy alongside a significant price target cut to $45 from $58. The firm cited softening industry fundamentals, noting that uncoated freesheet operating rates dropped to 85% from 92% a year ago, with May shipments and demand down ~7% per PPPC data. BofA warned that earnings risks are shifting to the downside and that investors may be too focused on a pricing cycle already past its peak, with lower pulp prices potentially adding further pressure in Europe.

-3.666

July 8, 2026Sylvamo Corp closed down 1.60% amid a broad market risk-off selloff triggered by escalating U.S.-Iran tensions after President Trump declared the interim peace deal 'over,' sending oil prices surging over 5% and rattling global equities. The geopolitical backdrop overshadowed company-specific catalysts, including a freshly declared quarterly dividend of $0.45 per share payable July 28 and a confirmed Q2 earnings release set for August 7. Analysts have flagged Sylvamo as a potential tariff beneficiary given its U.S. mill footprint, though headwinds like digital substitution and leverage remain investor concerns. Shares ticked back up +0.63% in after-hours trading.

-1.6012

July 7, 2026Sylvamo closed modestly lower as investors focused on the company's announcement that it will report second-quarter earnings on August 7, while also noting a quarterly dividend of $0.45 per share payable July 28 to holders of record as of today. The broader context remains mixed for the paper producer, with one analyst flagging SLVM as a notable underperformer over the past year (down ~22%), while a separate analysis highlights potential tariff tailwinds for its U.S. mills alongside headwinds from digital substitution, high leverage, and weak free cash flow dividend coverage.

-0.9972

July 3, 2026Sylvamo rose nearly 3% on July 2, bouncing off recent lows as investors weighed a potential valuation opportunity following the stock's removal from multiple Russell growth indices in late June — including the Russell 3000 Growth, Russell 2000 Growth, and Russell 2500 Growth benchmarks. The index exclusions, stemming from the annual reconstitution, have pressured the stock roughly 20% year-to-date and raised concerns about reduced demand from growth-mandate funds. However, analyst consensus targets average $59/share against a prior close near $37, with some intrinsic value estimates pegging fair value at $63.33 — implying significant upside if the company's Eastover mill expansion, projected to add over $50M annually to EBITDA, offsets structural headwinds in uncoated freesheet demand. Q1 2026 results were weak, with an adjusted loss of $0.53/share well below estimates, though RBC maintained a Sector Perform rating and noted improving prospects into 2027.

2.9105

July 2, 2026Sylvamo Corp closed modestly lower, weighed down by a wave of Russell index removals that could reshape its investor base. Last week, the company was dropped from multiple Russell growth benchmarks — including the Russell 3000 Growth, Russell 2500 Growth, and Russell 2000 Growth — following the annual reconstitution, a development that risks forced selling from growth-oriented index funds at a time when the stock is already down roughly 22% year-to-date. The index exclusions compound pressure from a weak Q1 2026 report, where Sylvamo posted an adjusted loss of $0.53/share versus estimates of -$0.27 on lower net sales, prompting RBC to trim its price target to $49 while maintaining a Sector Perform rating.

-0.9259

marketscreener.com · July 15, 2026Truist Securities Adjusts Sylvamo Price Target to $51 From $54, Maintains Buy RatingInvesting.com · July 14, 2026BofA downgrades Sylvamo stock rating on softening fundamentalsMoomoo · July 14, 2026BofA Securities Downgrades Sylvamo(SLVM.US) to Hold Rating, Announces Target Price $45Simply Wall Street · July 8, 2026How Sylvamo's (SLVM) Removal From Russell Growth Indexes Could Reshape Its Investor BaseBusiness Wire · July 7, 2026Sylvamo to Release Second Quarter Earnings Aug. 7AD HOC NEWS · July 2, 2026Sylvamo Corp focuses on global paper demand as investors watch earnings outlookMoomoo · June 18, 2026Truist Financial Initiates Sylvamo(SLVM.US) With Buy RatingInvesting.com · November 6, 2025Sylvamo announces resignation of two board members following end of cooperation agreement
Benzinga · July 17, 2026RBC Capital Maintains Sector Perform on Sylvamo, Lowers Price Target to $46
Mt Newswire · July 17, 2026RBC Cuts Price Target on Sylvamo to $46 From $49, Keeps Sector Perform Rating
Mt Newswire · July 15, 2026Truist Securities Adjusts Sylvamo Price Target to $51 From $54, Maintains Buy Rating
Benzinga · July 15, 2026Truist Securities Maintains Buy on Sylvamo, Lowers Price Target to $51
Mt Newswire · July 14, 2026Packaging, Forest Products Face Lackluster Demand, Weak Volumes, BofA Says
Mt Newswire · July 14, 2026BofA Securities Downgrades Sylvamo to Neutral From Buy, Price Target is $45
Mt Newswire · May 11, 2026Sylvamo Improving Into 2027 Despite Near-Term Cost Pressure, RBC Says
Benzinga · May 11, 2026RBC Capital Maintains Sector Perform on Sylvamo, Lowers Price Target to $49

Peers

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