DailyIQ
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Sector:Real EstateAll sectors
Last updated 2 minutes ago

WY·Weyerhaeuser Company

$.
+. (+.%)
After Hours
High
$24.57
Open
$23.92
Market Cap
16.80B
52W High
$27.86
Low
$23.84
P. Close
$24.52
P/E
42.32
52W Low
$21.16
Fwd P/E
34.18
Mean Target
$31.18
Technical Score (1D)
64
BUY
News Sentiment
60
BULLISH
Rayonier (RYN) is currently trading at a significant discount to its asset value, according to analysts. The real estate investment trust boasts a diversified portfolio encompassing over 4.1 million acres of timberland, real estate, and solar assets. This substantial landholdings and varied asset base present a unique investment opportunity in a less conventional sector. Investors should monitor RYN's ability to realize the full value of its extensive land and solar holdings.
Earnings Summary
Weyerhaeuser Company (WY) is a leading North American timberland owner and operator, managing approximately 10.4 million acres of U.S. timberlands and engaging in wood products manufacturing, distribution, and real estate. As a REIT, the company operates within the Real Estate sector, specifically the REIT - Specialty industry, with a long-standing focus on sustainable forest management. In its most recent reported quarters, Weyerhaeuser experienced mixed performance. For Q1 2026, the company reported actual EPS of $0.11 against an estimate of $0.05, and actual revenue of $1.727 billion against an estimate of $1.719 billion. This followed Q4 2025, where actual EPS was -$0.09 against an estimate of -$0.13, and actual revenue was $1.541 billion against an estimate of $1.609 billion. Analyzing the trend over the last four reported quarters (Q4 2025, Q1 2026, Q2 2025, Q3 2025), Weyerhaeuser beat EPS estimates in three of these periods (Q4 2025, Q2 2025, Q3 2025) and revenue estimates in one (Q1 2026). The company's year-over-year growth trajectory has shown variability, with notable beats in EPS in Q4 2024 ($0.11 actual vs $0.06882 estimate) and Q2 2025 ($0.12 actual vs $0.09102 estimate), and a miss in Q3 2025 ($0.06 actual vs -$0.07756 estimate). Recent news highlights Weyerhaeuser's introduction of a new cash-return framework, aiming to return 75-80% of annual Adjusted Funds Available for Distribution through dividends or share repurchases, alongside a quarterly base dividend. The company also completed the sale of its Virginia timberlands, focusing on its land solutions business. Analysts have shown a mixed but generally cautiously optimistic view, with some adjusting price targets while maintaining ratings. Investors will be watching for the execution of the new cash-return framework and its impact on shareholder returns, as well as continued progress in portfolio optimization and the performance of the Wood Products segment in upcoming quarters.

EPS

EstBeatMiss
$-0.17$-0.09$-0.01$0.08$0.16Q1'25Q2'25Q3'25Q4'25Q1'26Q2'26
QtrEstActual+/−
Q2'26$0.11 - -
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%
Q1'25$0.10$0.11+13.6%

Revenue

EstBeatMiss
$1.5B$1.6B$1.7B$1.8B$2.0BQ1'25Q2'25Q3'25Q4'25Q1'26Q2'26
QtrEstActual+/−
Q2'26$1.9B - -
Q1'26$1.7B$1.7B+0.5%
Q4'25$1.6B$1.5B-4.2%
Q3'25 - $1.7B -
Q2'25 - $1.9B -
Q1'25 - $1.8B -
Full Earnings BreakdownEstimates, actuals, guidance, and historical context
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Market Data

WY Stock Snapshot

WY is currently trading at $24.57, giving Weyerhaeuser Company a market cap of 16.80B and a P/E ratio of 42.3. Today's range spans $23.84–$24.57, with shares opening at $23.92 and moving up $0.05 (0.2%) from the prior close. DailyIQ's technical score sits at 64/100 (HOLD) with a news sentiment reading of 60/100.

Over the past year WY has traded between $21.16 and $27.86 - the current price is +16.1% off the 52-week low and -11.8% from the high. 23 analysts cover the stock with a Buy consensus and a mean 12-month target of $31.18 (range $27.00–$38.00), implying upside of +26.9%.

Volatility for WY is compressed - a HOLD signal (64/100) with bullish sentiment (60/100) at $24.57 (in the middle of its 52-week range) in a large-cap Real Estate name (16.80B market cap) is the kind of setup where realized volatility undershoots implied. The current P/E ratio stands at 42.3. Annual range: $21.16–$27.86. That compression typically resolves with a sharp directional move - the question is timing and catalyst, not direction, because HOLD signals at this scale don't stay neutral indefinitely.

The 52-week range of $21.16–$27.86 for WY provides the structural reference that options traders, systematic funds, and discretionary managers all anchor to — and at $24.57 (in the middle of its 52-week range), the stock sits in a zone where the next 5–10% move will likely define which crowd was right. A HOLD signal at 64/100 and bullish news backdrop (60/100) don't break the tie yet, but they narrow the probability distribution toward the upside.