WY|Earnings Snapshot
EPS
| Qtr | Est | Actual | +/− |
|---|---|---|---|
| Q3'26 | $0.09 | - | - |
| Q2'26 | $0.09 | $0.13 | +45.6% |
| Q1'26 | $0.05 | $0.11 | +119.9% |
| Q4'25 | $-0.13 | $-0.09 | +32.8% |
| Q3'25 | $-0.08 | $0.06 | +177.4% |
| Q2'25 | $0.09 | $0.12 | +31.8% |
Revenue
| Qtr | Est | Actual | +/− |
|---|---|---|---|
| Q3'26 | $1.9B | - | - |
| Q2'26 | $1.9B | $1.9B | -1.0% |
| Q1'26 | $1.7B | $1.7B | +0.5% |
| Q4'25 | $1.6B | $1.5B | -4.2% |
| Q3'25 | - | $1.7B | - |
| Q2'25 | - | $1.9B | - |
Market Data
WY Stock Snapshot
WY is currently trading at $25.58, giving Weyerhaeuser Company a market cap of 18.34B and a P/E ratio of 38.9. Today's range spans $25.49–$25.87, with shares opening at $25.67 and moving up $0.01 (0.0%) from the prior close. DailyIQ's technical score sits at 68/100 (BUY) with a news sentiment reading of 77/100.
Over the past year WY has traded between $21.16 and $27.75 - the current price is +20.9% off the 52-week low and -7.8% from the high.
The combination of bullish technicals and bullish sentiment for Weyerhaeuser Company (WY) is the kind of setup that shows up in systematic screens before the more discretionary investors arrive. Score 68/100 (BUY), price $25.58 (in the middle of its 52-week range), sentiment 77/100. The current P/E ratio stands at 38.9. At 18.34B in Real Estate market cap, this large-cap name has the right size to matter to a wide range of buyers. Annual range: $21.16–$27.75.
What makes WY's BUY setup (68/100) particularly actionable at 18.34B in Real Estate capitalization is the scale-to-move ratio: large enough to feature on institutional mandates but not so large that the percentage upside is already compressed by index inertia. At $25.58 (in the middle of its 52-week range in $21.16–$27.75), with sentiment running bullish at 77/100, the setup rewards conviction-sized positioning more than it does speculative small bets.
Company Insights: Weyerhaeuser Company (WY)
Weyerhaeuser Company (WY) commands a significant position in the global timberland and wood products markets, managing approximately 10.4 million acres of U.S. timberlands alongside Canadian holdings. Its operational scope extends to manufacturing wood products, distribution, climate solutions, and real estate, reflecting a diversified business model. The company's long history, dating back to 1900, is underscored by a deep commitment to sustainable forestry practices across its extensive land portfolio. This integrated approach, from land management to product sales, forms the foundation of its business strategy.
As a Real Estate Investment Trust (REIT), Weyerhaeuser's financial structure emphasizes income generation and distribution to shareholders, while its operational segments drive revenue and profitability. The company's recent financial performance indicates positive momentum, with sequential growth in both revenue and earnings per share (EPS) observed through Q2 2025. This upward trend suggests improving market conditions or effective operational execution, although specific historical EPS trends have shown variability against analyst expectations.
The company's strategic initiatives, including the introduction of new engineered wood products and the divestment of certain timberland assets, signal a focus on optimizing its portfolio and enhancing shareholder value. Recent analyst actions, such as Citi's reiterated Buy rating and price target increase, reflect continued confidence in Weyerhaeuser's prospects. Investors are keenly observing commentary on lumber pricing, volume dynamics, and the strategic implications of ongoing land transactions.
Timberland Dominance
Weyerhaeuser controls a vast portfolio of approximately 10.4 million acres of U.S. timberlands.
Sustainable forest management practices are integral to the long-term value and yield of these assets.
This extensive land base provides a foundational advantage in timber supply and resource management.
Integrated Operations
Beyond timberland ownership, the company is a leading North American wood products manufacturer.
Diversified operations include product distribution, climate solutions, and real estate ventures.
This vertical integration allows for control over the value chain from raw material to finished goods.
Financial Performance
Recent quarters show sequential growth in both revenue and earnings per share (EPS).
Actual EPS has exceeded estimates in several recent reporting periods.
The REIT structure influences capital allocation and dividend policies, impacting shareholder returns.
Strategic Outlook
Focus on new engineered wood products aims to capture higher-margin opportunities.
Divestment of certain timberland assets suggests portfolio optimization and capital redeployment.
Investor attention is directed towards commentary on lumber market dynamics and future land transactions.
Positioning WY
Weyerhaeuser's stock performance is closely tied to lumber prices and housing market activity, making it sensitive to macroeconomic cycles. Exposure may warrant consideration during periods of anticipated construction season strength or when the company signals favorable pricing trends. Conversely, a reduction in exposure could be prudent during significant downturns in housing demand or periods of sustained low lumber prices.
Analyst Price Targets for WY
Here's where sell-side analysts stand on WY right now, based on the latest ratings DailyIQ has tracked.
Reflects the most recently tracked analyst ratings for WY and may lag real-time updates. Not a recommendation to buy or sell.
WY Recent Earnings History
- Q4 2025
EPS: $-0.09 actual vs $-0.13 estimate (beat) · Revenue: $1,541M actual vs $1,609M estimate
- Q3 2025
EPS: $0.06 actual vs $-0.08 estimate (beat) · Revenue: $1,717M actual
- Q2 2025
EPS: $0.12 actual vs $0.09 estimate (beat) · Revenue: $1,884M actual
- Q1 2025
EPS: $0.11 actual vs $0.1 estimate (beat) · Revenue: $1,763M actual
- Q4 2024
EPS: $0.11 actual vs $0.07 estimate (beat) · Revenue: $1,708M actual
Risk Factors
Weyerhaeuser's risks are primarily tied to the cyclical nature of the housing market and commodity prices, alongside operational and environmental factors.
- Housing Demand
Weyerhaeuser's revenue is heavily dependent on new home construction and remodeling activity. A slowdown in housing starts or a decline in renovation spending directly reduces demand for its wood products. This risk materializes during economic downturns or periods of rising interest rates that dampen consumer spending on housing.
- Lumber Prices
The company's profitability is sensitive to fluctuations in lumber and wood product prices, which are driven by supply and demand dynamics. Significant price drops can compress margins and reduce overall revenue. This risk becomes acute when supply outstrips demand, often exacerbated by factors like increased production or reduced construction activity.
- Timberland Management
Weyerhaeuser's extensive timberland holdings are subject to risks from natural disasters like wildfires, insect infestations, and disease. Such events can damage timber resources, impacting future harvests and revenue. These risks are more likely to materialize during periods of drought or unusual weather patterns.
- Regulatory Environment
Changes in environmental regulations, land use policies, or trade tariffs can impact Weyerhaeuser's operations and costs. Stricter regulations could increase compliance expenses or limit harvesting activities. Trade disputes could affect export markets for its products, materializing when governments implement new policies or tariffs.
Key Metrics for WY
Weyerhaeuser's performance hinges on timberland management and wood product sales. Investors should monitor key operational and market-driven metrics to assess WY's profitability and strategic execution.
Timber Harvest Volume: Measures the total volume of timber harvested from Weyerhaeuser's managed lands. Increasing harvest volumes, when coupled with strong pricing, indicate robust operational activity and revenue potential. This metric is crucial for WY as it directly impacts the supply of raw materials for its wood products segment and overall timber sales.
Wood Product Sales: Tracks the revenue generated from the sale of lumber, engineered wood products, and other wood-based materials. Growth here signals strong demand in the construction and renovation sectors, benefiting Weyerhaeuser. Declining sales can point to market weakness or competitive pressures, impacting WY's profitability.
Average Selling Prices: Reflects the average price Weyerhaeuser receives for its timber and wood products. Higher prices, especially when volumes are stable or growing, are a strong positive for WY's margins and earnings. Conversely, falling prices can significantly pressure profitability, even with consistent volumes.
Timberland Acreage: Represents the total amount of land Weyerhaeuser owns or controls for timber cultivation. Growth in managed acreage, through acquisition or strategic partnerships, expands WY's long-term resource base. Stability or decline may indicate strategic shifts or divestitures, requiring investor attention.
REIT Payout Ratio: As a REIT, Weyerhaeuser must distribute a significant portion of its taxable income to shareholders as dividends. A sustainable payout ratio indicates Weyerhaeuser's ability to generate sufficient cash flow to cover its dividend obligations. An excessively high ratio could signal future dividend risk for WY investors.
What Moves WY Stock?
Weyerhaeuser Company's stock performance is primarily driven by the cyclical demand for wood products and the underlying value of its extensive timberland assets.
Timber & Lumber Prices
The price of lumber and other wood products is a direct determinant of Weyerhaeuser's revenue and profitability, influenced by housing starts and overall construction activity.
Strong lumber prices translate to higher margins and cash flow, typically leading to a positive stock reaction, while price declines can pressure earnings and the stock price.
Timberland Value
Weyerhaeuser's vast holdings of U.S. timberlands represent a significant underlying asset value, subject to market fluctuations and strategic management decisions.
Appreciation in timberland values can bolster the company's book value and attract investor interest, while asset sales or impairments can negatively impact the stock.
Housing Market
New residential construction is a key end-market for Weyerhaeuser's wood products, making housing starts and mortgage rates critical indicators of future demand.
An increase in housing starts typically signals robust demand for building materials, which benefits Weyerhaeuser's sales volumes and profitability, thus supporting its stock.
Key insight: The stock is sensitive to the interplay between lumber pricing, housing market health, and the long-term valuation of its timberland portfolio.
WY Competitive Positioning
Weyerhaeuser Company (WY) is tracked alongside these names in REIT - Specialty on DailyIQ.
Frequently Asked Questions About WY
Is Weyerhaeuser Company (WY) stock a good investment?
The investment thesis for Weyerhaeuser (WY) often centers on its significant timberland holdings and diversified wood products business. As a REIT, its performance is tied to housing starts, lumber prices, and sustainable forestry practices. Investors may consider its dividend yield and potential for capital appreciation driven by real estate and construction cycles.
What drives Weyerhaeuser (WY) stock price?
Weyerhaeuser's stock price is primarily influenced by lumber and wood product prices, which are sensitive to housing market activity and construction demand. Changes in interest rates, which affect mortgage affordability and new home construction, also play a significant role. Additionally, the company's timberland management, real estate development activities, and broader economic conditions can impact its valuation.
Does Weyerhaeuser (WY) pay a dividend?
Yes, Weyerhaeuser Company (WY) typically pays a quarterly dividend. As a REIT, it is required to distribute a significant portion of its taxable income to shareholders. Investors often look to WY for its income-generating potential, though dividend amounts can fluctuate based on the company's financial performance and market conditions.
What are the risks of investing in Weyerhaeuser (WY) stock?
Key risks for Weyerhaeuser (WY) include cyclical downturns in the housing and construction industries, which can lead to lower demand and prices for wood products. Fluctuations in commodity prices, particularly for lumber, pose a significant risk. Environmental regulations, natural disasters affecting timberlands, and interest rate hikes that dampen construction activity also present challenges.
How is Weyerhaeuser's (WY) valuation assessed?
Weyerhaeuser's (WY) valuation is often assessed using metrics relevant to REITs and timber companies. This includes price-to-funds from operations (P/FFO), dividend yield, and enterprise value to EBITDA. Comparisons with peers in the timberland and real estate sectors, as well as the company's own historical valuation multiples, provide further context for its current trading level.
What is Weyerhaeuser's (WY) strategy for managing timberlands?
Weyerhaeuser Company (WY) focuses on sustainable forestry management across its vast timberland holdings. This involves responsible harvesting, replanting, and conservation efforts to ensure long-term timber supply and environmental stewardship. The company also leverages its land for other opportunities like real estate development and climate solutions.
How do Weyerhaeuser's (WY) wood products operations contribute to its business?
Weyerhaeuser (WY) is a leading North American manufacturer of wood products, including lumber, engineered wood, and panels. These operations are crucial as they add value to the timber harvested from its own lands and are sold to builders and distributors. The performance of this segment is closely tied to new home construction and renovation activity.
What is the outlook for Weyerhaeuser (WY) in the current housing market?
The outlook for Weyerhaeuser (WY) is closely linked to the health of the housing market, including new construction and repair/remodel segments. Factors such as interest rates, housing affordability, and consumer confidence will influence demand for its products. Analysts monitor housing starts and lumber futures for indicators of future performance.
Does Weyerhaeuser (WY) engage in real estate development?
Yes, Weyerhaeuser Company (WY) utilizes a portion of its extensive land holdings for real estate development. This strategy allows the company to capture additional value from its assets beyond timber harvesting, diversifying its revenue streams and potentially enhancing shareholder returns.
Learn More
Trend Lines in Technical Analysis: The Complete Institutional Guide Master trend lines, accelerating and decelerating structures, channels, log scale, Pitchfork, Gann fans, and professional breakout confirmation.
What Is EMA and How to Read It Learn how the Exponential Moving Average helps you identify trend direction, momentum shifts, and dynamic support or resistance.
Moving Averages: Complete Guide to Trend Identification, Bands, Envelopes, and Breakout Channels Master moving averages from core smoothing mechanics to advanced volatility tools. Learn SMA vs EMA, crossover signals, whipsaws, envelopes, Bollinger/Keltner/STARC bands, Donchian breakouts, and how institutions confirm trends and filter false signals.
Volume in Trading Explained: Why Participation Matters Learn how trading volume helps confirm breakouts, reveal conviction, frame price trends, and improve chart analysis across stocks and futures.
The Basic Principle of Technical Analysis - The Trend Understand how trends form, why they matter, how they are identified, and the core assumptions technical analysts rely on when studying market price behavior.
Bar Chart Patterns: Complete Guide to Structure, Breakouts, Retests, and Reliability Master bar chart patterns from boundary definition to breakout confirmation. Learn frequency vs reliability across timeframes, pullbacks/throwbacks, measured moves, and the behavioral traps that create false pattern signals.
Recent News Coverage
Most recent articles, ranked by recency (click to expand).