SYLVAMO CORPORATION
At today's price, SYLVAMO CORPORATION (SLVM) is priced for an above-average set of expectations. boothcheck doesn't publish a fair value or a price target; it shows what the price assumes, so you can judge whether that bar is too high. Built from SEC EDGAR filings.
• 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: 2026-05-18 (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); 2025-11-07 (items 2.02, 9.01).
Item codes are the SEC's own classification of what each report discloses. Nothing here is investment advice.
Last analyzed: 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.