Weyerhaeuser (NYSE:WY) Upgraded at Wall Street Zen

Weyerhaeuser (NYSE:WY) was upgraded by analysts at Wall Street Zen from a “sell” rating to a “hold” rating in a note issued to investors on Saturday.

WY has been the topic of several other reports. New Street Research set a $28.00 price objective on shares of Weyerhaeuser in a research note on Friday, December 12th. JPMorgan Chase & Co. lowered their target price on shares of Weyerhaeuser from $28.00 to $27.00 and set an “overweight” rating for the company in a report on Friday, November 14th. Truist Financial upped their price target on Weyerhaeuser from $27.00 to $28.00 and gave the stock a “hold” rating in a research note on Tuesday, January 6th. UBS Group reaffirmed a “buy” rating on shares of Weyerhaeuser in a research report on Monday, December 15th. Finally, CIBC reiterated an “outperform” rating on shares of Weyerhaeuser in a research note on Friday, December 12th. Six investment analysts have rated the stock with a Buy rating, three have given a Hold rating and two have issued a Sell rating to the stock. According to data from MarketBeat.com, the company currently has an average rating of “Hold” and a consensus target price of $28.50.

Weyerhaeuser Price Performance

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

Weyerhaeuser (NYSE:WY) last released its earnings results on Thursday, January 29th. The real estate investment trust reported ($0.09) earnings per share (EPS) for the quarter, beating the consensus estimate of ($0.13) by $0.04. 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 period in the prior year, the company posted $0.11 earnings per share. Weyerhaeuser’s quarterly revenue was down 9.8% on a year-over-year basis. Sell-side analysts forecast that Weyerhaeuser will post 0.78 EPS for the current fiscal year.

Insider Activity at Weyerhaeuser

In other Weyerhaeuser news, 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 value of $2,103,479.46. Following the sale, the chief executive officer owned 1,024,861 shares in the company, valued at $23,910,007.13. The trade was a 8.09% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, Director Sara Grootwassink Lewis bought 4,500 shares of Weyerhaeuser stock in a transaction dated Wednesday, December 17th. The stock was purchased at an average cost of $23.61 per share, for a total transaction of $106,245.00. Following the completion of the acquisition, the director directly 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. Additional details regarding this purchase are available in the official SEC disclosure. Corporate insiders own 0.27% of the company’s stock.

Institutional Inflows and Outflows

Hedge funds have recently bought and sold shares of the company. Sigma Planning Corp increased its holdings in Weyerhaeuser by 7.4% during the 4th quarter. Sigma Planning Corp now owns 10,634 shares of the real estate investment trust’s stock worth $256,000 after purchasing an additional 736 shares during the period. Pekin Hardy Strauss Inc. bought a new position in shares of Weyerhaeuser during the 4th quarter worth $5,338,000. Keybank National Association OH grew its position in shares of Weyerhaeuser by 1.2% during the 4th quarter. Keybank National Association OH now owns 49,478 shares of the real estate investment trust’s stock worth $1,172,000 after buying an additional 588 shares in the last quarter. Kohmann Bosshard Financial Services LLC purchased a new position in shares of Weyerhaeuser during the fourth quarter valued at $51,000. Finally, Wealthfront Advisers LLC raised its holdings in shares of Weyerhaeuser by 38.7% in the fourth quarter. Wealthfront Advisers LLC now owns 58,956 shares of the real estate investment trust’s stock valued at $1,397,000 after acquiring an additional 16,443 shares in the last quarter. Institutional investors own 82.99% of the company’s stock.

Key Weyerhaeuser News

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

About Weyerhaeuser

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.