Insider Trading March 10, 2026

Sylvamo Accounting Chief Disposes $105,150 in Shares as Stock Slides

VP, Controller and CAO Kevin W. Ferguson sells 2,500 shares; company recently posted modest beats on Q4 2025 earnings and revenue

By Avery Klein SLVM
Sylvamo Accounting Chief Disposes $105,150 in Shares as Stock Slides
SLVM

Kevin W. Ferguson, Sylvamo Corp's vice president, controller and chief accounting officer, sold 2,500 shares on March 9, 2026, for $105,150. The transaction comes amid a nearly 9% pullback in the stock over the prior week, even as the company reported slight beats on adjusted EPS and revenue for fourth-quarter 2025. Analysts and subscribers cited valuation metrics including a 4.2% dividend yield and a note that the stock appears undervalued at current levels.

Key Points

  • Kevin W. Ferguson sold 2,500 shares on March 9, 2026, at $42.06 for a total of $105,150; he now directly holds 6,256.9526 shares.
  • Sylvamo's stock has dropped nearly 9% over the past week and was trading at $43.34 at the time of reporting; InvestingPro flagged the stock as appearing undervalued and noted a 4.2% dividend yield.
  • Sylvamo exceeded fourth-quarter 2025 expectations with adjusted EPS of $1.08 versus $1.07 forecast and revenue of $890 million versus $861.61 million forecast - yet shares fell in pre-market trading.

Kevin W. Ferguson, who serves as vice president, controller and chief accounting officer at Sylvamo Corp (NYSE: SLVM), executed a sale of 2,500 shares of the company's common stock on March 9, 2026. The shares changed hands at $42.06 apiece, producing a gross transaction value of $105,150. After that disposition, Ferguson's direct holding in Sylvamo stands at 6,256.9526 shares.

The sale occurred against a backdrop of recent share-price weakness: Sylvamo's stock has fallen almost 9% over the previous week and is trading at $43.34. Market commentary referenced an InvestingPro analysis that characterizes the shares as undervalued at their current level and notes a dividend yield of 4.2%.

Separately, Sylvamo released fourth-quarter 2025 financial results that modestly exceeded consensus expectations. On an adjusted basis, the company reported earnings per share of $1.08 versus a forecast of $1.07. Revenue for the quarter came in at $890 million, above the $861.61 million that analysts had anticipated.

Despite the outperformance on both the top and bottom lines, the company's shares declined in pre-market trading following the announcement. The quarterly earnings call referenced the firm's ability to beat market projections, a point highlighted for investors and other stakeholders.


Taken together, the insider sale, recent stock weakness and the quarterly results provide discrete data points for market observers. The transaction by a senior accounting executive is a matter of public record and is now part of the company's current ownership disclosures. The earnings and revenue beats are confirmed by the reported adjusted EPS of $1.08 and revenue of $890 million, while valuation commentary from InvestingPro includes a view that the stock appears undervalued and offers a 4.2% dividend yield.

Risks

  • Share-price volatility: the stock declined almost 9% over the prior week and fell in pre-market trading despite quarterly beats - this suggests near-term trading volatility for equity investors.
  • Insider disposition: the sale by a senior accounting executive is a recorded change in insider ownership and may be viewed by some market participants as a variable when assessing confidence, affecting investor perception of the stock.
  • Limited disclosure on drivers: while EPS and revenue beats are reported, the article does not provide additional detail on operational drivers or forward guidance, leaving uncertainty about the sustainability of recent results.

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