IP dividend analysis

IP dividend deep dive

IP dividend ledger: $16.46/share, 4.40% yield, 44% earnings payout, 1.4% 5-year CAGR. The streak of consecutive dividend increases stands at 45 years.

IP dividend safety: 51/100. The score combines the company's Quality pillar (49/100) with the strain on free cash flow implied by the 44% payout. Risk pillar reads 82/100 alongside.

IP DRIP scenario at $374.00 entry: 5-year horizon ≈ 24.4%, 10-year ≈ 54.7%, 20-year ≈ 139.4% on the income leg alone. Capital return depends on the multiple at exit and is not part of this number.

Peer dividend set for IP (yield 4.40%): KO (5.00%), PG (1.50%), PEP (2.90%). The peer-mean yield prints 3.13%, so IP sits above the cohort by 1.27 percentage points.

Distribution schedule for IP: ex 2026-03-01, payment 2026-03-15. On a quarterly cadence at $4.115 per share, the annualized total works out to $16.46 — the figure used in the trailing yield calculation.

IP closes the loop with a 4.40% / 1.4% / 51/100 yield-growth-safety triplet. The forward question for the next 12 months is whether earnings growth keeps pace with distribution growth at the current 44% payout.