Zacks Research Forecasts Increased Earnings for Weyerhaeuser

Weyerhaeuser Company (NYSE:WY) – Equities research analysts at Zacks Research boosted their Q1 2026 earnings per share (EPS) estimates for shares of Weyerhaeuser in a research report issued on Thursday, February 12th. Zacks Research analyst Team now forecasts that the real estate investment trust will post earnings per share of $0.00 for the quarter, up from their prior estimate of ($0.01). Zacks Research has a “Hold” rating on the stock. The consensus estimate for Weyerhaeuser’s current full-year earnings is $0.78 per share. Zacks Research also issued estimates for Weyerhaeuser’s Q3 2026 earnings at $0.07 EPS, FY2026 earnings at $0.16 EPS, FY2027 earnings at $0.59 EPS and FY2028 earnings at $1.08 EPS.

Weyerhaeuser (NYSE:WY) last released 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. Weyerhaeuser had a return on equity of 1.50% and a net margin of 4.69%.The firm had revenue of $1.54 billion during the quarter, compared to the consensus estimate of $1.58 billion. During the same quarter in the prior year, the firm posted $0.11 EPS. The business’s revenue was down 9.8% on a year-over-year basis.

WY has been the topic of several other reports. Weiss Ratings raised shares of Weyerhaeuser from a “sell (d+)” rating to a “hold (c-)” rating in a research report on Tuesday. Canadian Imperial Bank of Commerce reaffirmed an “outperform” rating on shares of Weyerhaeuser in a research report on Friday, December 12th. JPMorgan Chase & Co. dropped 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. DA Davidson reissued a “buy” rating and set a $31.00 price target on shares of Weyerhaeuser in a research report on Monday, February 2nd. Finally, Wall Street Zen raised Weyerhaeuser from a “sell” rating to a “hold” rating in a research report on Saturday, January 31st. Six research analysts have rated the stock with a Buy rating, four have given a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, Weyerhaeuser currently has a consensus rating of “Hold” and an average target price of $28.88.

Weyerhaeuser Stock Performance

Shares of WY opened at $26.78 on Friday. The stock has a market capitalization of $19.30 billion, a price-to-earnings ratio of 60.86 and a beta of 1.03. Weyerhaeuser has a 12 month low of $21.16 and a 12 month high of $31.66. The firm has a fifty day simple moving average of $25.09 and a 200 day simple moving average of $24.50. The company has a current ratio of 1.29, a quick ratio of 0.83 and a debt-to-equity ratio of 0.54.

Institutional Inflows and Outflows

Large investors have recently added to or reduced their stakes in the company. Contrarian Capital Management L.L.C. acquired a new position in shares of Weyerhaeuser in the fourth quarter valued at about $1,801,000. Kestra Advisory Services LLC boosted its holdings in Weyerhaeuser by 28.6% in the 4th quarter. Kestra Advisory Services LLC now owns 50,055 shares of the real estate investment trust’s stock valued at $1,186,000 after purchasing an additional 11,126 shares during the period. Cordoba Advisory Partners LLC bought a new stake in Weyerhaeuser in the 4th quarter valued at about $230,000. Parkside Financial Bank & Trust grew its position in shares of Weyerhaeuser by 21.6% during the 4th quarter. Parkside Financial Bank & Trust now owns 2,406 shares of the real estate investment trust’s stock worth $57,000 after purchasing an additional 428 shares in the last quarter. Finally, Marshall Wace LLP bought a new position in shares of Weyerhaeuser during the fourth quarter worth approximately $5,011,000. Institutional investors own 82.99% of the company’s stock.

Insider Activity at Weyerhaeuser

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

Weyerhaeuser Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Friday, March 20th. Stockholders of record on Tuesday, March 10th will be paid a dividend of $0.21 per share. This represents a $0.84 annualized dividend and a dividend yield of 3.1%. The ex-dividend date is Tuesday, March 10th. Weyerhaeuser’s payout ratio is currently 190.91%.

Trending Headlines about Weyerhaeuser

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

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.