Sidoti Issues Pessimistic Estimate for Sylvamo Earnings

Sylvamo Corporation (NYSE:SLVM) – Sidoti cut their Q1 2026 earnings per share (EPS) estimates for shares of Sylvamo in a report issued on Tuesday, February 17th. Sidoti analyst D. Harriman now expects that the company will post earnings of ($0.20) per share for the quarter, down from their previous estimate of $1.09. The consensus estimate for Sylvamo’s current full-year earnings is $7.45 per share. Sidoti also issued estimates for Sylvamo’s Q2 2026 earnings at $0.65 EPS, Q4 2026 earnings at $0.95 EPS, FY2026 earnings at $2.95 EPS, Q1 2027 earnings at $0.90 EPS, Q2 2027 earnings at $1.15 EPS, Q3 2027 earnings at $2.00 EPS, Q4 2027 earnings at $1.50 EPS and FY2027 earnings at $5.55 EPS.

Sylvamo (NYSE:SLVM) last released its earnings results on Thursday, February 12th. The company reported $1.08 earnings per share for the quarter, beating the consensus estimate of $1.05 by $0.03. The business had revenue of $890.00 million for the quarter, compared to the consensus estimate of $858.76 million. Sylvamo had a return on equity of 15.12% and a net margin of 3.94%.The business’s quarterly revenue was down 8.2% compared to the same quarter last year. During the same quarter last year, the business posted $1.96 earnings per share.

SLVM has been the subject of a number of other research reports. Royal Bank Of Canada reaffirmed a “sector perform” rating and set a $53.00 target price on shares of Sylvamo in a report on Thursday, December 18th. Weiss Ratings restated a “hold (c)” rating on shares of Sylvamo in a research report on Wednesday, January 21st. Finally, Bank of America upgraded shares of Sylvamo from an “underperform” rating to a “buy” rating and increased their price objective for the company from $41.00 to $59.00 in a report on Monday, November 17th. One research analyst has rated the stock with a Buy rating, two have assigned a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, Sylvamo has a consensus rating of “Hold” and a consensus price target of $56.00.

Sylvamo Stock Up 2.5%

NYSE SLVM opened at $48.65 on Thursday. The business has a fifty day moving average price of $49.92 and a 200 day moving average price of $46.38. The company has a debt-to-equity ratio of 0.79, a quick ratio of 0.92 and a current ratio of 1.50. The company has a market cap of $1.92 billion, a P/E ratio of 14.92, a P/E/G ratio of 0.56 and a beta of 0.95. Sylvamo has a one year low of $37.51 and a one year high of $73.73.

Sylvamo Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Friday, January 23rd. Shareholders of record on Monday, January 5th were paid a dividend of $0.45 per share. The ex-dividend date of this dividend was Monday, January 5th. This represents a $1.80 dividend on an annualized basis and a yield of 3.7%. Sylvamo’s payout ratio is 55.21%.

Institutional Trading of Sylvamo

Hedge funds have recently made changes to their positions in the company. Royal Bank of Canada raised its position in shares of Sylvamo by 49.4% during the 1st quarter. Royal Bank of Canada now owns 22,853 shares of the company’s stock valued at $1,532,000 after buying an additional 7,556 shares during the period. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. raised its position in Sylvamo by 4.5% in the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 20,690 shares of the company’s stock valued at $1,388,000 after purchasing an additional 893 shares during the period. Empowered Funds LLC raised its position in Sylvamo by 16.9% in the first quarter. Empowered Funds LLC now owns 17,730 shares of the company’s stock valued at $1,189,000 after purchasing an additional 2,557 shares during the period. Intech Investment Management LLC lifted its stake in shares of Sylvamo by 25.9% in the 1st quarter. Intech Investment Management LLC now owns 18,140 shares of the company’s stock valued at $1,217,000 after purchasing an additional 3,727 shares during the last quarter. Finally, Envestnet Portfolio Solutions Inc. purchased a new position in shares of Sylvamo during the 2nd quarter worth $445,000. Hedge funds and other institutional investors own 91.16% of the company’s stock.

Sylvamo News Summary

Here are the key news stories impacting Sylvamo this week:

• Positive Sentiment: Sylvamo’s CEO will host meetings at Bank of America’s 2026 Global Agriculture & Materials Conference — increases investor access and visibility, which can support the stock. Sylvamo CEO to Host Meetings
• Positive Sentiment: Sidoti modestly raised its Q4‑2027 EPS estimate to $1.50 (from $1.40), a small positive signal for late‑2027 profitability expectations. (Sidoti research excerpts reported via market coverage.)
• Negative Sentiment: Sidoti issued broad, downward revisions to Sylvamo’s near‑ and medium‑term forecasts: FY‑2026 cut sharply to $2.95 (from $5.25) and FY‑2027 reduced to $5.55 (from $6.30); several quarterly estimates were also lowered (notably Q1‑2026 to ($0.20) from $1.09 and multiple 2026–2027 quarters). These cuts reflect Sidoti’s more pessimistic view on demand/earnings recovery and are a headwind for the stock. Sidoti Issues Pessimistic Estimate for Sylvamo Earnings

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.