Sidoti Csr Has Pessimistic Outlook of Sylvamo Q4 Earnings

Sylvamo Corporation (NYSE:SLVM) – Analysts at Sidoti Csr reduced their Q4 2026 earnings per share (EPS) estimates for shares of Sylvamo in a research report issued to clients and investors on Wednesday, January 28th. Sidoti Csr analyst D. Harriman now anticipates that the company will earn $1.23 per share for the quarter, down from their prior forecast of $1.52. The consensus estimate for Sylvamo’s current full-year earnings is $7.45 per share. Sidoti Csr also issued estimates for Sylvamo’s Q4 2027 earnings at $1.40 EPS.

Sylvamo (NYSE:SLVM) last released its earnings results on Friday, November 7th. The company reported $1.44 earnings per share for the quarter, missing the consensus estimate of $1.57 by ($0.13). The firm had revenue of $846.00 million during the quarter, compared to the consensus estimate of $840.32 million. Sylvamo had a net margin of 5.25% and a return on equity of 19.72%. Sylvamo’s quarterly revenue was down 12.3% compared to the same quarter last year. During the same period in the prior year, the business posted $2.44 earnings per share.

A number of other research firms have also commented on SLVM. Bank of America raised Sylvamo from an “underperform” rating to a “buy” rating and increased their price target for the company from $41.00 to $59.00 in a research note on Monday, November 17th. Weiss Ratings reiterated a “hold (c)” rating on shares of Sylvamo in a report on Wednesday, January 21st. Finally, Royal Bank Of Canada restated a “sector perform” rating and set a $53.00 price target on shares of Sylvamo in a report on Thursday, December 18th. One equities research analyst has rated the stock with a Buy rating, two have issued a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, the company currently has a consensus rating of “Hold” and an average price target of $56.00.

Sylvamo Stock Performance

Shares of SLVM stock opened at $48.99 on Friday. The stock has a market cap of $1.93 billion, a P/E ratio of 11.21 and a beta of 0.95. The company has a debt-to-equity ratio of 0.80, a current ratio of 1.52 and a quick ratio of 0.85. Sylvamo has a one year low of $37.51 and a one year high of $81.51. The company has a fifty day moving average price of $49.36 and a two-hundred day moving average price of $46.18.

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently bought and sold shares of the stock. Fourth Sail Capital LP acquired a new stake in Sylvamo in the 2nd quarter valued at $8,146,000. Envestnet Portfolio Solutions Inc. acquired a new position in Sylvamo during the second quarter worth $445,000. Intech Investment Management LLC lifted its stake in shares of Sylvamo by 47.5% in the second quarter. Intech Investment Management LLC now owns 26,758 shares of the company’s stock valued at $1,341,000 after buying an additional 8,618 shares in the last quarter. Handelsbanken Fonder AB lifted its stake in shares of Sylvamo by 45.7% in the second quarter. Handelsbanken Fonder AB now owns 6,700 shares of the company’s stock valued at $336,000 after buying an additional 2,100 shares in the last quarter. Finally, Squarepoint Ops LLC grew its holdings in shares of Sylvamo by 74.4% during the second quarter. Squarepoint Ops LLC now owns 158,497 shares of the company’s stock valued at $7,941,000 after buying an additional 67,616 shares during the last quarter. 91.16% of the stock is owned by institutional investors.

Sylvamo Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Friday, January 23rd. Stockholders of record on Monday, January 5th were paid a $0.45 dividend. The ex-dividend date was Monday, January 5th. This represents a $1.80 annualized dividend and a dividend yield of 3.7%. Sylvamo’s payout ratio is currently 41.19%.

Sylvamo News Roundup

Here are the key news stories impacting Sylvamo this week:

• Positive Sentiment: Sidoti raised estimates for several upcoming quarters — including Q1 2027 to $1.30, Q2 2027 to $1.45 and Q3 2027 to $2.15, plus upgrades to Q2 and Q3 2026 — which signal pockets of stronger demand or margin expectations in parts of the forecast horizon. MarketBeat SLVM
• Neutral Sentiment: Market commentary pieces are reviewing Sylvamo’s financial health and valuation — one article examines valuation metrics and whether SLVM is potentially undervalued, which could attract value-focused investors but doesn’t change near‑term earnings momentum. Is Sylvamo Potentially Undervalued?
• Neutral Sentiment: Analysts and media are placing recent price action in the context of Sylvamo’s balance-sheet and operating metrics (liquidity ratios, debt levels, P/E and recent revenue/earnings trends), providing broader context but not new company-specific catalysts. Explore Sylvamo’s market movement
• Negative Sentiment: Sidoti cut full‑year EPS forecasts: FY2026 was lowered to $5.25 (from $5.45) and FY2027 to $6.30 (from $6.40), reducing the company’s forward earnings base and likely pressuring valuation multiples. MarketBeat SLVM
• Negative Sentiment: Sidoti made notable downward revisions to near‑quarter estimates, including Q4 2027 (to $1.40 from $1.87) and Q4 2026 (to $1.23 from $1.52), a sizeable cut that directly reduces expected short‑term profitability and likely prompted selling. MarketBeat SLVM
• Negative Sentiment: Several smaller downward tweaks across Q1–Q3 2026 and FY2025 also lower the multi‑year outlook versus prior assumptions, increasing execution risk versus sell‑side forecasts and contributing to the negative bias in the stock. MarketBeat SLVM

About Sylvamo

Sylvamo Corporation, trading on the New York Stock Exchange under the ticker SLVM, is a leading global producer of uncoated freesheet paper. The company was established in October 2021 through a spin-off from International Paper, creating an independent entity focused exclusively on the development, manufacturing and marketing of high-quality uncoated paper products. Headquartered in Memphis, Tennessee, Sylvamo draws on decades of industry experience inherited from its predecessor, positioning itself to meet evolving customer needs in paper-based communications and packaging applications.

The company’s core product portfolio includes office and digital print papers, direct mail and marketing materials, catalog and commercial printing papers, and a range of specialty and value-added grades.