International Paper Company (IP) Stock Experienced a Strong Turnaround After Leadership Change

2 months ago 24

Soumya Eswaran

Fri, Apr 11, 2025, 7:07 AM 2 min read

ClearBridge Investments, an concern absorption company, released its “ClearBridge Mid Cap Strategy” archetypal 4th 2025 capitalist letter. A transcript of the missive tin beryllium downloaded here. Though initially positive, stories connected imaginable tariffs, planetary commercialized conflict, and a rotation retired of AI-related tech firms nonstop equities little successful the archetypal quarter. In this environment, the ClearBridge Mid Cap Strategy underperformed the benchmark, Russell Midcap Index successful the quarter, owed to idiosyncratic headwinds, strengthened by the marketplace volatility; enactment unit connected respective of strategy’s exertion and concern holdings. In addition, delight cheque the fund’s apical 5 holdings to cognize its champion picks successful 2025.

In its archetypal 4th 2025 capitalist letter, ClearBridge Mid Cap Strategy emphasized stocks specified arsenic International Paper Company (NYSE:IP). International Paper Company (NYSE:IP) produces and sells renewable fiber-based packaging and pulp products. The one-month instrumentality of International Paper Company (NYSE:IP) was -10.13%, and its shares gained 24.39% of their worth implicit the past 52 weeks. On April 10, 2025, International Paper Company (NYSE:IP) banal closed astatine $46.20 per stock with a marketplace capitalization of $24.388 billion.

ClearBridge Mid Cap Strategy stated the pursuing regarding International Paper Company (NYSE:IP) successful its Q1 2025 capitalist letter:

"We exited our presumption successful chemic shaper Ashland. We redeployed the proceeds to comparatively caller holding International Paper Company (NYSE:IP), which we judge represents a beardown turnaround communicative nether the enactment of a caller CEO and his program to optimize its footprint, set pricing dynamics and amended margins implicit the adjacent fewer years."

Why International Paper Company (IP) Went Up On Tuesday?

A close-up presumption of a manus assembling boxes of concern packaging connected an assembly line.

International Paper Company (NYSE:IP) is not connected our database of 30 Most Popular Stocks Among Hedge Funds. As per our database, 54 hedge money portfolios held International Paper Company (NYSE:IP) astatine the extremity of the 4th fourth compared to 44 successful the 3rd quarter. While we admit the imaginable of International Paper Company (NYSE:IP) arsenic an investment, our condemnation lies successful the content that AI stocks clasp greater committedness for delivering higher returns, and doing truthful wrong a shorter timeframe. If you are looking for an AI banal that is arsenic promising arsenic NVIDIA but that trades astatine little than 5 times its earnings, cheque retired our study astir the cheapest AI stock.

We covered International Paper Company (NYSE:IP) successful different article, wherever we shared ClearBridge Mid Cap Strategy's views connected the institution successful the erstwhile quarter. In addition, delight cheque retired our hedge money capitalist letters Q1 2025 page for much capitalist letters from hedge funds and different starring investors.

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