Weyerhaeuser Company (NYSE:WY) Receives $28.63 Consensus Price Target from Brokerages

Shares of Weyerhaeuser Company (NYSE:WY) have been assigned an average rating of “Hold” from the eleven ratings firms that are covering the firm, Marketbeat.com reports. One equities research analyst has rated the stock with a sell recommendation, four have given a hold recommendation and six have issued a buy recommendation on the company. The average 12 month price target among analysts that have issued ratings on the stock in the last year is $28.8750.

WY has been the topic of several recent analyst reports. DA Davidson reiterated a “buy” rating and set a $31.00 price objective on shares of Weyerhaeuser in a research report on Monday, February 2nd. Royal Bank Of Canada reduced their price target on shares of Weyerhaeuser from $31.00 to $30.00 and set an “outperform” rating on the stock in a report on Monday, November 3rd. UBS Group reissued a “buy” rating on shares of Weyerhaeuser in a report on Monday, December 15th. New Street Research set a $28.00 target price on Weyerhaeuser in a report on Friday, December 12th. Finally, Weiss Ratings upgraded Weyerhaeuser from a “sell (d+)” rating to a “hold (c-)” rating in a research report on Tuesday, February 10th.

Weyerhaeuser Price Performance

Shares of Weyerhaeuser stock opened at $26.78 on Friday. The company has a market capitalization of $19.30 billion, a price-to-earnings ratio of 60.86 and a beta of 1.03. The company has a quick ratio of 0.83, a current ratio of 1.29 and a debt-to-equity ratio of 0.54. The stock’s 50-day simple moving average is $25.09 and its 200-day simple moving average is $24.48. Weyerhaeuser has a 52 week low of $21.16 and a 52 week high of $31.66.

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, topping 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 firm had revenue of $1.54 billion during the quarter, compared to analysts’ expectations of $1.58 billion. During the same quarter last year, the business posted $0.11 earnings per share. The firm’s revenue was down 9.8% on a year-over-year basis. As a group, analysts expect that Weyerhaeuser will post 0.78 earnings per share for the current fiscal year.

Weyerhaeuser Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Friday, March 20th. Stockholders of record on Tuesday, March 10th will be issued 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 of this dividend is Tuesday, March 10th. Weyerhaeuser’s dividend payout ratio is 190.91%.

Insider Buying and Selling

In other Weyerhaeuser news, Director Sara Grootwassink Lewis bought 4,500 shares of the business’s stock in a transaction that occurred on Wednesday, December 17th. The stock was purchased at an average cost of $23.61 per share, with a total value of $106,245.00. Following the completion of the acquisition, the director owned 25,978 shares in the company, valued at $613,340.58. This trade represents a 20.95% increase in their position. The acquisition was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. Also, CEO Devin W. Stockfish sold 90,162 shares of the company’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 in the company, valued at approximately $23,910,007.13. The trade was a 8.09% decrease in their position. The SEC filing for this sale provides additional information. 0.27% of the stock is currently owned by corporate insiders.

Institutional Trading of Weyerhaeuser

Hedge funds and other institutional investors have recently added to or reduced their stakes in the company. Vanguard Group Inc. boosted its position in shares of Weyerhaeuser by 0.5% during the second quarter. Vanguard Group Inc. now owns 114,318,728 shares of the real estate investment trust’s stock valued at $2,936,848,000 after buying an additional 542,912 shares during the period. Wellington Management Group LLP boosted its holdings in Weyerhaeuser by 6.3% during the 3rd quarter. Wellington Management Group LLP now owns 39,646,897 shares of the real estate investment trust’s stock valued at $982,847,000 after acquiring an additional 2,343,724 shares during the period. First Eagle Investment Management LLC boosted its holdings in Weyerhaeuser by 166.1% during the 4th quarter. First Eagle Investment Management LLC now owns 37,621,004 shares of the real estate investment trust’s stock valued at $891,242,000 after acquiring an additional 23,485,504 shares during the period. State Street Corp grew its position in Weyerhaeuser by 1.7% in the 4th quarter. State Street Corp now owns 33,031,378 shares of the real estate investment trust’s stock valued at $782,513,000 after acquiring an additional 562,781 shares during the last quarter. Finally, Norges Bank purchased a new stake in Weyerhaeuser in the second quarter worth $600,502,000. 82.99% of the stock is owned by hedge funds and other institutional investors.

Key Stories Impacting 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

Weyerhaeuser Company 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.