Cibc World Market Inc. Purchases 165,092 Shares of Weyerhaeuser Company $WY

Cibc World Market Inc. grew its position in shares of Weyerhaeuser Company (NYSE:WY) by 162.3% in the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 266,792 shares of the real estate investment trust’s stock after acquiring an additional 165,092 shares during the quarter. Cibc World Market Inc.’s holdings in Weyerhaeuser were worth $6,614,000 at the end of the most recent reporting period.

Other hedge funds also recently made changes to their positions in the company. Allianz Asset Management GmbH grew its holdings in shares of Weyerhaeuser by 27.5% in the 3rd quarter. Allianz Asset Management GmbH now owns 1,881,226 shares of the real estate investment trust’s stock valued at $46,636,000 after acquiring an additional 405,575 shares in the last quarter. Nordea Investment Management AB boosted its position in Weyerhaeuser by 2.0% during the third quarter. Nordea Investment Management AB now owns 2,322,728 shares of the real estate investment trust’s stock valued at $57,278,000 after purchasing an additional 46,207 shares during the last quarter. Principal Financial Group Inc. grew its stake in Weyerhaeuser by 2.7% in the third quarter. Principal Financial Group Inc. now owns 3,675,994 shares of the real estate investment trust’s stock valued at $91,128,000 after purchasing an additional 97,769 shares in the last quarter. Federated Hermes Inc. grew its stake in Weyerhaeuser by 40.6% in the third quarter. Federated Hermes Inc. now owns 2,904,893 shares of the real estate investment trust’s stock valued at $72,012,000 after purchasing an additional 838,229 shares in the last quarter. Finally, Intact Investment Management Inc. acquired a new position in shares of Weyerhaeuser during the 3rd quarter worth approximately $3,406,000. 82.99% of the stock is owned by institutional investors.

Key Weyerhaeuser News

Here are the key news stories impacting Weyerhaeuser this week:

• Positive Sentiment: Board declared a quarterly cash dividend of $0.21 per share (annualized yield ~3.1%) and reiterated its cash‑return framework that can add variable returns on top of the base dividend — supports income demand and caps downside for yield investors. Dividend Announcement
• Positive Sentiment: Zacks modestly raised its Q1 2026 EPS estimate to $0.00 from ($0.01), a small sign that near‑term weakness may be stabilizing in the first quarter.
• Neutral Sentiment: Zacks published longer‑range estimates (FY2028 EPS of $1.08) reflecting a multi‑year recovery scenario — positive for longer‑term thesis but distant for near‑term valuation and cash flow considerations.
• Negative Sentiment: Zacks trimmed several near‑term and medium‑term forecasts: Q3 2026 EPS to $0.07 (from $0.09), FY2026 to $0.16 (from $0.17), and FY2027 to $0.59 (from $0.60). These cuts indicate analyst skepticism about near‑term margin/revenue recovery and likely pressure the stock today.
• Negative Sentiment: A recent Seeking Alpha piece argued investors may be too optimistic about Weyerhaeuser’s recovery potential, highlighting risks to the recovery narrative and adding to downside sentiment. Seeking Alpha Article

Wall Street Analyst Weigh In

Several equities research analysts have recently commented on WY shares. Weiss Ratings raised Weyerhaeuser from a “sell (d+)” rating to a “hold (c-)” rating in a report on Tuesday. Royal Bank Of Canada cut their price target 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. New Street Research set a $28.00 price objective on shares of Weyerhaeuser in a research report on Friday, December 12th. Wall Street Zen upgraded shares of Weyerhaeuser from a “sell” rating to a “hold” rating in a research note on Saturday, January 31st. Finally, Zacks Research raised shares of Weyerhaeuser from a “strong sell” rating to a “hold” rating in a report on Wednesday, November 12th. Six equities research analysts have rated the stock with a Buy rating, four have assigned a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, Weyerhaeuser presently has an average rating of “Hold” and a consensus price target of $28.88.

Insider Buying and Selling

In related news, CEO Devin W. Stockfish sold 90,162 shares of Weyerhaeuser stock in a transaction that occurred on Monday, December 15th. The stock was 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 directly owned 1,024,861 shares of the company’s stock, valued at approximately $23,910,007.13. This trade represents a 8.09% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, Director Sara Grootwassink Lewis purchased 4,500 shares of Weyerhaeuser stock in a transaction that occurred on Wednesday, December 17th. The stock was purchased at an average price of $23.61 per share, with a total value of $106,245.00. Following the completion of the purchase, 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 disclosure for this purchase is available in the SEC filing. Insiders own 0.27% of the company’s stock.

Weyerhaeuser Trading Down 1.0%

WY stock opened at $26.78 on Friday. Weyerhaeuser Company has a one year low of $21.16 and a one year high of $31.66. The stock has a market cap of $19.30 billion, a price-to-earnings ratio of 60.86 and a beta of 1.03. The company has a fifty day moving average price of $25.09 and a two-hundred day moving average price of $24.50. The company has a debt-to-equity ratio of 0.54, a current ratio of 1.29 and a quick ratio of 0.83.

Weyerhaeuser (NYSE:WY) last issued its quarterly earnings data on Thursday, January 29th. The real estate investment trust reported ($0.09) earnings per share for the quarter, beating the consensus estimate 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 net margin of 4.69% and a return on equity of 1.50%. The company’s revenue was down 9.8% on a year-over-year basis. During the same period in the prior year, the firm earned $0.11 earnings per share. Equities analysts anticipate that Weyerhaeuser Company will post 0.78 EPS for the current year.

Weyerhaeuser Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Friday, March 20th. Shareholders of record on Tuesday, March 10th will be given a dividend of $0.21 per share. The ex-dividend date is Tuesday, March 10th. This represents a $0.84 annualized dividend and a yield of 3.1%. Weyerhaeuser’s dividend payout ratio (DPR) is 190.91%.

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.