Weyerhaeuser (NYSE:WY) Issues Earnings Results

Weyerhaeuser (NYSE:WY) issued its quarterly earnings data on Thursday. The real estate investment trust reported ($0.09) EPS for the quarter, topping the consensus estimate of ($0.13) by $0.04, FiscalAI reports. Weyerhaeuser had a return on equity of 1.50% and a net margin of 4.69%.The company had revenue of $1.54 billion during the quarter, compared to analyst estimates of $1.58 billion. During the same quarter in the previous year, the company posted $0.11 earnings per share. Weyerhaeuser’s revenue was down 9.8% compared to the same quarter last year.

Weyerhaeuser Stock Down 0.6%

Shares of WY opened at $25.76 on Friday. The business’s 50 day moving average is $24.13 and its 200 day moving average is $24.43. The company has a current ratio of 1.23, a quick ratio of 0.78 and a debt-to-equity ratio of 0.52. Weyerhaeuser has a 12-month low of $21.16 and a 12-month high of $31.66. The company has a market capitalization of $18.57 billion, a PE ratio of 58.55, a price-to-earnings-growth ratio of 96.30 and a beta of 1.04.

Weyerhaeuser Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Friday, December 12th. Investors of record on Friday, November 28th were given a dividend of $0.21 per share. The ex-dividend date was Friday, November 28th. This represents a $0.84 annualized dividend and a dividend yield of 3.3%. Weyerhaeuser’s dividend payout ratio (DPR) is currently 190.91%.

Insider Buying and Selling

In related news, Director Sara Grootwassink Lewis bought 4,500 shares of the business’s stock in a transaction that occurred on Wednesday, December 17th. The stock was bought at an average cost of $23.61 per share, with a total value of $106,245.00. Following the completion of the purchase, the director owned 25,978 shares of the company’s stock, valued at approximately $613,340.58. The trade was a 20.95% increase in their position. The acquisition was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, CEO Devin W. Stockfish sold 90,162 shares of Weyerhaeuser stock in a transaction on Monday, December 15th. The shares were sold at an average price of $23.33, for a total transaction of $2,103,479.46. Following the completion of the sale, the chief executive officer owned 1,024,861 shares in the company, valued at approximately $23,910,007.13. This represents a 8.09% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Company insiders own 0.27% of the company’s stock.

Institutional Inflows and Outflows

Several institutional investors and hedge funds have recently added to or reduced their stakes in WY. MUFG Securities EMEA plc purchased a new stake in Weyerhaeuser during the second quarter valued at approximately $55,000. Employees Retirement System of Texas increased its position in shares of Weyerhaeuser by 36.0% during the 3rd quarter. Employees Retirement System of Texas now owns 6,259 shares of the real estate investment trust’s stock valued at $155,000 after purchasing an additional 1,658 shares during the last quarter. Geneos Wealth Management Inc. increased its position in shares of Weyerhaeuser by 38.6% during the 2nd quarter. Geneos Wealth Management Inc. now owns 6,630 shares of the real estate investment trust’s stock valued at $170,000 after purchasing an additional 1,846 shares during the last quarter. Polymer Capital Management HK LTD purchased a new stake in Weyerhaeuser during the 3rd quarter valued at $222,000. Finally, Worth Venture Partners LLC bought a new stake in Weyerhaeuser in the third quarter worth $233,000. Hedge funds and other institutional investors own 82.99% of the company’s stock.

Analyst Ratings Changes

Several analysts recently issued reports on the stock. CIBC restated an “outperform” rating on shares of Weyerhaeuser in a research report on Friday, December 12th. DA Davidson cut their price objective on shares of Weyerhaeuser from $35.00 to $31.00 and set a “buy” rating for the company in a research report on Monday, November 3rd. Bank of America restated a “neutral” rating and issued a $26.00 price objective (down from $29.00) on shares of Weyerhaeuser in a research note on Monday, November 17th. Weiss Ratings reiterated a “sell (d+)” rating on shares of Weyerhaeuser in a research report on Monday, December 29th. Finally, Citigroup boosted their price target on Weyerhaeuser from $26.00 to $30.00 and gave the company a “buy” rating in a report on Wednesday, January 14th. Six research analysts have rated the stock with a Buy rating, three have issued a Hold rating and two have issued a Sell rating to the stock. According to data from MarketBeat, the stock has a consensus rating of “Hold” and an average price target of $28.50.

Weyerhaeuser News Summary

Here are the key news stories impacting Weyerhaeuser this week:

• Positive Sentiment: EPS beat consensus: WY reported ($0.09) EPS versus a roughly ($0.13) consensus, a smaller-than-expected loss that modestly beat expectations and limited downside. Weyerhaeuser (WY) Reports Q4 Loss, Misses Revenue Estimates
• Neutral Sentiment: Company filed full results, slides and a call transcript — investors can review management’s commentary and the slide deck for segment detail and any guidance clues. Weyerhaeuser Reports Fourth Quarter, Full Year 2025 Results
• Neutral Sentiment: Executive equity incentive award terms updated — governance/compensation change investors should note; impact depends on details of vesting and performance metrics. Weyerhaeuser Updates Executive Equity Incentive Award Terms
• Negative Sentiment: Revenue miss and unit weakness: Q4 revenue was $1.54B vs. ~$1.58B expected and was down ~9.8% y/y; weak wood-product pricing pressured margins and drove an adjusted loss in the quarter. Weyerhaeuser swings to an adjusted loss in fourth quarter on weak wood product prices
• Negative Sentiment: Timberlands and Wood Products dragged results: management commentary and the earnings call point to softness in those segments as the primary earnings headwind, signaling near-term revenue and margin pressure. Weyerhaeuser Company (WY) Q4 2025 Earnings Call Transcript

Weyerhaeuser Company Profile

Weyerhaeuser Company (NYSE: WY) is a leading integrated forest products company whose core businesses are timberland ownership and forest products manufacturing. The company owns and manages large tracts of timberland and harvests, processes and sells wood and wood-derived products used primarily in residential and industrial construction. Its manufacturing operations produce a range of building materials, including lumber, engineered wood products and wood panels, alongside fiber-based products that serve multiple commercial applications.

Founded in 1900 by Frederick Weyerhaeuser and headquartered in Seattle, Washington, the company has a long history in the North American forest products industry.