SYLVAMO CORPORATION
boothcheck covers SYLVAMO CORPORATION (SLVM) but does not put one priced-in number on it: here the defensible answer is the evidence rather than a point estimate. boothcheck publishes no house fair value, target price, or buy/sell rating. Narrative composed July 11, 2026.
• Sylvamo is a global uncoated-paper pure play whose low-cost Brazilian fiber base (eucalyptus ⟦"harvested in less than seven years"⟧, FY2025 10-K, accession 0001856485-26-000008) anchors a franchise currently printing trough numbers: a $3 million Q1 2026 net loss on $755 million of sales with a 4% EBITDA margin. • The biggest risk is that the trough is partly permanent: demand erodes with ⟦"adoption of electronic mediums"⟧ (accession 0001856485-26-000008), and the price's support rests on mid-
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306 institutional managers reported holding SLVM in 13F filings for the quarter ended 2026-03-31. 25 opened new positions that quarter. Held by BlackRock, Vanguard Group, Millennium Management, among others. On the short side, 2.1M shares were sold short as of the 2026-06-15 count, about 5% of shares outstanding (5.6 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
SLVM has cut its share count 9.8% over the past five years, spending $301.00M on repurchases. It pays a dividend, and has for 4 years running, raised 3 years straight; the current rate is $1.80 a share annually. Cash returned over the past three years: $189.00M in dividends and $181.00M in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
No open-market insider buys on file at SLVM over the trailing three years. Absence is a fact about the company, not a signal. 20 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
SLVM's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-08-10 | -17.0% | +3.2% |
| 2023-11-10 | +7.4% | -0.9% |
| 2024-02-22 | +23.3% | +11.7% |
| 2024-05-11 | -2.8% | +4.2% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
SLVM's latest 8-K filings: 2026-08-07 (items 2.02, 9.01); 2026-05-18 (items 5.07); 2026-05-08 (items 2.02, 9.01); 2026-02-12 (items 2.02, 9.01); 2025-11-10 (items 1.01, 3.03, 5.03, 8.01, 9.01).
Item codes are the SEC's own classification of what each report discloses. Dates link to the filing on EDGAR. Nothing here is investment advice.
Model solve date: 2026-Q2
Narrative composed: July 11, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.