SylvamoSLVM
SLVM
About: Sylvamo Corp is an uncoated papers company with a broad portfolio of top-tier brands and low-cost, large-scale paper mills, it produces uncoated freesheet (UFS) for paper products such as cut size and offset paper, as well as market pulp. The company offers Copy and Printer papers, Commercial Printing papers, Converting papers and Specialty papers. It operates in three geographical segments: Europe, Latin America, and North America.
Employees: 6,500
0
Funds holding %
of 6,809 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
153% more call options, than puts
Call options by funds: $3.99M | Put options by funds: $1.58M
32% more first-time investments, than exits
New positions opened: 62 | Existing positions closed: 47
25% more capital invested
Capital invested by funds: $2.66B [Q2] → $3.33B (+$661M) [Q3]
4% more funds holding
Funds holding: 375 [Q2] → 390 (+15) [Q3]
0.25% more ownership
Funds ownership: 94.49% [Q2] → 94.74% (+0.25%) [Q3]
25% less repeat investments, than reductions
Existing positions increased: 101 | Existing positions reduced: 134
50% less funds holding in top 10
Funds holding in top 10: 2 [Q2] → 1 (-1) [Q3]
Research analyst outlook
2 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$96
18%
upside
Avg. target
$98
21%
upside
High target
$100
23%
upside
2 analyst ratings
1 positive
50%
0 neutral
0%
1 negative
50%
B of A Securities George Staphos 59% 1-year accuracy 10 / 17 met price target | 18%upside $96 | Underperform Downgraded | 11 Dec 2024 |
Sidoti & Co. Daniel Harriman 0% 1-year accuracy 0 / 1 met price target | 23%upside $100 | Buy Initiated | 15 Oct 2024 |
Financial journalist opinion
Based on 4 articles about SLVM published over the past 30 days
Neutral
Business Wire
4 days ago
Sylvamo Announces Dividend
MEMPHIS, Tenn.--(BUSINESS WIRE)---- $SLVM #TheWorldsPaperCo--Sylvamo's (NYSE: SLVM) board of directors declared a quarterly dividend of $0.45 per share for the period of Jan. 1, 2025, to March 31, 2025. The dividend is payable Jan. 24, 2025, to holders of record at the close of business Jan. 6, 2025. About Sylvamo Sylvamo (NYSE: SLVM) is the world's paper company with mills in Europe, Latin America and North America. Our vision is to be the employer, supplier and investment of choice. We transform renewable resources into.
Neutral
Business Wire
2 weeks ago
Sylvamo to Pay Down Debt With $60 Million Released From Escrow
MEMPHIS, Tenn.--(BUSINESS WIRE)---- $SLVM #TheWorldsPaperCo--Sylvamo (NYSE: SLVM), the world's paper company, now has access to $60 million initially put in escrow for disputed goodwill tax deductions in Brazil which it intends to use to pay down debt. The company's lenders agreed to eliminate the escrow after a Brazilian court ruled in its favor. The ruling—covering two-thirds of the amount disputed in several proceedings—is subject to appeal. Due to the potential liability of the goodwill tax deductions, lenders limited.
Positive
Seeking Alpha
3 weeks ago
Sylvamo: Asymmetrical Risk/Reward Setup For Long-Term Upside
Sylvamo continues to compound on the background of strong earnings growth and efficient capital deployment. Q3 earnings showed a 750bps YoY sales increase, with $119mm in free cash flow and a 20% adjusted operating margin. SLVM's strategy as a low-cost producer results in high operating efficiencies, yielding substantial returns on capital, which is valued highly in the market.
Neutral
Business Wire
3 weeks ago
Sylvamo Chief Financial Officer to Participate in Fireside Chat, Host Meetings During Citi's 2024 Basic Materials Conference
MEMPHIS, Tenn.--(BUSINESS WIRE)---- $SLVM #TheWorldsPaperCo--John Sims, senior vice president and chief financial officer of Sylvamo (NYSE: SLVM), the world's paper company, will participate in a fireside chat and host individual meetings Dec. 3-4, during Citi's 2024 Basic Materials Conference in New York, New York. The fireside chat will begin at 2 p.m. EST Tuesday, Dec. 3 and will be streamed online. To register and watch the webcast, click here. The presentation will be available at investors.sylvamo.com before the con.
Neutral
Seeking Alpha
1 month ago
Sylvamo Corporation (SLVM) Q3 2024 Earnings Call Transcript
Sylvamo Corporation (NYSE:SLVM ) Q3 2024 Results Conference Call November 12, 2024 10:00 AM ET Company Participants Hans Bjorkman - Vice President, Investor Relations Jean-Michel Ribiéras - Chairman and Chief Executive Officer John Sims - Senior Vice President and Chief Financial Officer Conference Call Participants Daniel Harriman - Sidoti & Company George Staphos - Bank of America Matthew McKellar - RBC Capital Markets Operator Good morning. Thank you for standing by.
Neutral
Business Wire
1 month ago
Sylvamo Quarterly Results Exceed Outlook, Generates Strong Free Cash Flow
MEMPHIS, Tenn.--(BUSINESS WIRE)---- $SLVM #TheWorldsPaperCo--Sylvamo (NYSE: SLVM), the world's paper company, is releasing third quarter 2024 earnings. Financial Highlights – Third Quarter vs. Second Quarter Net income of $95 million ($2.27 per diluted share) vs. $83 million ($1.98 per diluted share) Adjusted operating earnings1 of $102 million ($2.44 per diluted share) vs. $83 million ($1.98 per diluted share) Adjusted EBITDA2 of $193 million (20% margin) vs. $164 million (18% margin) Cash provided by operating activitie.
Neutral
PRNewsWire
1 month ago
International Paper Announces Review of Strategic Options for Global Cellulose Fibers Business and Closure of Georgetown, S.C. Pulp and Paper Mill
MEMPHIS, Tenn. , Oct. 31, 2024 /PRNewswire/ -- International Paper (NYSE: IP) today announced the decision to review strategic options for its global cellulose fibers (GCF) business.
Neutral
Business Wire
1 month ago
Sylvamo, International Paper Terminate Georgetown Supply Agreement
MEMPHIS, Tenn.--(BUSINESS WIRE)---- $SLVM #TheWorldsPaperCo--Sylvamo (NYSE: SLVM), the world's paper company, and International Paper (NYSE: IP) are mutually terminating a supply agreement for uncoated freesheet, bristols and specialty papers at the Georgetown, South Carolina, mill. The agreement will terminate Dec. 31, 2024. Sylvamo is successfully transitioning many paper grades from Georgetown to its Ticonderoga, New York, and Eastover, South Carolina, mills to continue supplying customers. International Paper has anno.
Positive
Zacks Investment Research
1 month ago
5 Paper & Related Products Stocks to Ride on Positive Industry Trends
Increased e-commerce activities and demand for sustainable packaging solutions bode well for the Zacks Paper and Related Products industry. SUZ, SEOAY, KLBAY, SLVM and SPPJY are poised to gain from these trends.
Neutral
Business Wire
2 months ago
Sylvamo to Release Third Quarter Earnings Nov. 12
MEMPHIS, Tenn.--(BUSINESS WIRE)---- $SLVM #TheWorldsPaperCo--Sylvamo (NYSE: SLVM), the world's paper company, will release third quarter earnings Tuesday, Nov. 12, before the start of trading on the New York Stock Exchange. The company will host an audio webcast at 10 a.m. EST / 9 a.m. CST. All interested parties are invited to listen at investors.sylvamo.com. Parties who wish to participate should call 800-715-9871 (U.S.) or +1-646-307-1963 (international) and use access code 2975749. Participants should call in no later.
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