Bank of New York Mellon Corp Increases Position in Weyerhaeuser Company $WY

Bank of New York Mellon Corp increased its stake in shares of Weyerhaeuser Company (NYSE:WY) by 10.3% during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 14,950,516 shares of the real estate investment trust’s stock after buying an additional 1,400,050 shares during the period. Bank of New York Mellon Corp owned about 2.07% of Weyerhaeuser worth $370,623,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds also recently added to or reduced their stakes in the company. Hantz Financial Services Inc. grew its holdings in shares of Weyerhaeuser by 86.3% in the 2nd quarter. Hantz Financial Services Inc. now owns 1,125 shares of the real estate investment trust’s stock worth $29,000 after acquiring an additional 521 shares during the period. Tradewinds Capital Management LLC boosted its position in Weyerhaeuser by 401.3% during the third quarter. Tradewinds Capital Management LLC now owns 1,198 shares of the real estate investment trust’s stock worth $30,000 after purchasing an additional 959 shares in the last quarter. Cromwell Holdings LLC grew its holdings in Weyerhaeuser by 58.3% in the third quarter. Cromwell Holdings LLC now owns 1,361 shares of the real estate investment trust’s stock valued at $34,000 after purchasing an additional 501 shares during the last quarter. Private Wealth Asset Management LLC increased its position in shares of Weyerhaeuser by 135.2% in the second quarter. Private Wealth Asset Management LLC now owns 1,404 shares of the real estate investment trust’s stock valued at $36,000 after buying an additional 807 shares in the last quarter. Finally, Operose Advisors LLC acquired a new position in shares of Weyerhaeuser during the 2nd quarter worth $41,000. 82.99% of the stock is owned by hedge funds and other institutional investors.

More Weyerhaeuser News

Here are the key news stories impacting Weyerhaeuser this week:

• Positive Sentiment: Q4 EPS beat consensus: WY reported adjusted EPS of ($0.09) versus the consensus loss of ($0.13), a small upside to estimates that can temper near-term downside. Weyerhaeuser Reports Fourth Quarter, Full Year 2025 Results
• Positive Sentiment: Timberlands and climate-solutions businesses remain a structural support for cash flow and long-term value even as cyclical wood-product demand softens. Investors may view those segments as a defensive offset to lumber volatility. Here’s What Investors Must Know Ahead of Weyerhaeuser’s Q4 Earnings
• Neutral Sentiment: Company updated executive equity incentive award terms — a governance/compensation change that may affect executive alignment and dilution but has ambiguous near-term share-price impact. Monitor proxy disclosures for details. Weyerhaeuser Updates Executive Equity Incentive Award Terms
• Neutral Sentiment: Company posted earnings materials and a slide deck for investors — useful for digging into segment results, timberland metrics and management commentary on markets and capital allocation. View Press Release / Slide Deck
• Negative Sentiment: Revenue miss and year-over-year decline: WY reported revenue of $1.54B vs. consensus $1.58B and revenue fell ~9.8% YoY, signaling continued demand weakness. Weyerhaeuser (WY) Reports Q4 Loss, Misses Revenue Estimates
• Negative Sentiment: Weak wood-product prices drove an adjusted loss in the quarter and were highlighted by management as a headwind; persistent low lumber/pricing pressure is the key near-term risk for margins and cash flow. Weyerhaeuser swings to an adjusted loss in fourth quarter on weak wood product prices
• Negative Sentiment: Analyst and media coverage emphasize that Timberlands and Wood Products segments hampered Q4 results; near-term outlook depends on housing demand and commodity price recovery. Weyerhaeuser Q4 earnings hampered by Timberlands, Wood Products units

Insider Activity

In related news, Director Sara Grootwassink Lewis purchased 4,500 shares of the firm’s stock in a transaction on Wednesday, December 17th. The shares were bought at an average price of $23.61 per share, for a total transaction of $106,245.00. Following the acquisition, the director directly owned 25,978 shares in the company, valued at $613,340.58. This trade represents a 20.95% increase in their ownership of the stock. The acquisition was disclosed in a filing with the SEC, which is available at this link. Also, CEO Devin W. Stockfish sold 90,162 shares of the business’s 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 sale, the chief executive officer directly owned 1,024,861 shares of the company’s stock, valued at $23,910,007.13. This represents a 8.09% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Corporate insiders own 0.27% of the company’s stock.

Weyerhaeuser Stock Down 0.6%

WY stock opened at $25.89 on Friday. The company has a 50 day moving average price of $24.05 and a two-hundred day moving average price of $24.43. The company has a debt-to-equity ratio of 0.52, a quick ratio of 0.78 and a current ratio of 1.23. The stock has a market capitalization of $18.66 billion, a P/E ratio of 57.52, a PEG ratio of 96.75 and a beta of 1.04. Weyerhaeuser Company has a one year low of $21.16 and a one year high of $31.66.

Weyerhaeuser (NYSE:WY) last issued its quarterly earnings results on Thursday, January 29th. The real estate investment trust reported ($0.09) earnings per share for the quarter, topping analysts’ consensus estimates of ($0.13) by $0.04. The company had revenue of $1.54 billion for the quarter, compared to analyst estimates of $1.58 billion. Weyerhaeuser had a return on equity of 3.04% and a net margin of 4.68%.The business’s revenue for the quarter was down 9.8% compared to the same quarter last year. During the same quarter in the prior year, the company posted $0.11 EPS. As a group, sell-side analysts expect that Weyerhaeuser Company will post 0.78 EPS for the current year.

Weyerhaeuser Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Friday, December 12th. Stockholders of record on Friday, November 28th were paid a dividend of $0.21 per share. The ex-dividend date of this dividend was Friday, November 28th. This represents a $0.84 dividend on an annualized basis and a dividend yield of 3.2%. Weyerhaeuser’s dividend payout ratio is currently 186.67%.

Analysts Set New Price Targets

A number of equities research analysts recently commented on the stock. CIBC reissued an “outperform” rating on shares of Weyerhaeuser in a research note on Friday, December 12th. Truist Financial increased their price target on shares of Weyerhaeuser from $27.00 to $28.00 and gave the company a “hold” rating in a research report on Tuesday, January 6th. Royal Bank Of Canada dropped their price objective on shares of Weyerhaeuser from $31.00 to $30.00 and set an “outperform” rating for the company in a research note on Monday, November 3rd. Zacks Research raised Weyerhaeuser from a “strong sell” rating to a “hold” rating in a research note on Wednesday, November 12th. Finally, JPMorgan Chase & Co. lowered their target price on Weyerhaeuser from $28.00 to $27.00 and set an “overweight” rating on the stock in a report on Friday, November 14th. Six investment analysts have rated the stock with a Buy rating, three have issued a Hold rating and two have assigned a Sell rating to the stock. According to data from MarketBeat, the stock has an average rating of “Hold” and an average target price of $28.50.

Weyerhaeuser 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.