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

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

A number of other institutional investors and hedge funds have also recently made changes to their positions in the business. Brighton Jones LLC boosted its stake in shares of Weyerhaeuser by 4.2% in the second quarter. Brighton Jones LLC now owns 10,178 shares of the real estate investment trust’s stock valued at $261,000 after buying an additional 409 shares during the period. Smartleaf Asset Management LLC increased its stake in Weyerhaeuser by 23.6% during the 3rd quarter. Smartleaf Asset Management LLC now owns 2,557 shares of the real estate investment trust’s stock worth $64,000 after acquiring an additional 488 shares during the period. Generali Investments Towarzystwo Funduszy Inwestycyjnych raised its holdings in Weyerhaeuser by 11.1% in the 2nd quarter. Generali Investments Towarzystwo Funduszy Inwestycyjnych now owns 5,000 shares of the real estate investment trust’s stock valued at $128,000 after acquiring an additional 500 shares in the last quarter. Wesbanco Bank Inc. raised its holdings in Weyerhaeuser by 6.4% in the 3rd quarter. Wesbanco Bank Inc. now owns 8,327 shares of the real estate investment trust’s stock valued at $206,000 after acquiring an additional 500 shares in the last quarter. Finally, Cromwell Holdings LLC lifted its position in shares of Weyerhaeuser by 58.3% during the 3rd quarter. Cromwell Holdings LLC now owns 1,361 shares of the real estate investment trust’s stock valued at $34,000 after acquiring an additional 501 shares during the period. Institutional investors and hedge funds own 82.99% of the company’s stock.

Weyerhaeuser Stock Performance

NYSE:WY opened at $26.78 on Friday. Weyerhaeuser Company has a twelve month low of $21.16 and a twelve month high of $31.66. 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 $24.50. The firm has a market capitalization of $19.30 billion, a PE ratio of 60.86 and a beta of 1.03.

Weyerhaeuser (NYSE:WY) last issued its earnings results on Thursday, January 29th. The real estate investment trust reported ($0.09) 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 the consensus estimate of $1.58 billion. During the same quarter in the previous year, the firm earned $0.11 earnings per share. The business’s quarterly revenue was down 9.8% on a year-over-year basis. On average, analysts anticipate that Weyerhaeuser Company will post 0.78 EPS for the current fiscal year.

Weyerhaeuser Dividend Announcement

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

Wall Street Analysts Forecast Growth

A number of research analysts recently commented on the company. New Street Research set a $28.00 price target on Weyerhaeuser in a research report on Friday, December 12th. Truist Financial upped their price objective on shares of Weyerhaeuser from $28.00 to $29.00 and gave the stock a “hold” rating in a research report on Monday, February 2nd. UBS Group reiterated a “buy” rating on shares of Weyerhaeuser in a research note on Monday, December 15th. Bank of America restated a “neutral” rating and issued a $26.00 target price (down from $29.00) on shares of Weyerhaeuser in a research report on Monday, November 17th. Finally, Zacks Research raised shares of Weyerhaeuser from a “strong sell” rating to a “hold” rating in a report on Wednesday, November 12th. Six investment analysts have rated the stock with a Buy rating, four have given a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, Weyerhaeuser presently has a consensus rating of “Hold” and an average price target of $28.88.

Insider Buying and Selling

In other news, CEO Devin W. Stockfish sold 90,162 shares of the stock in a transaction on Monday, December 15th. The stock was sold at an average price of $23.33, for a total value of $2,103,479.46. Following the completion of the transaction, the chief executive officer directly owned 1,024,861 shares in the company, valued at approximately $23,910,007.13. This represents a 8.09% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, Director Sara Grootwassink Lewis acquired 4,500 shares of the business’s stock in a transaction that occurred on Wednesday, December 17th. The shares were purchased at an average cost of $23.61 per share, for a total transaction of $106,245.00. Following the acquisition, the director owned 25,978 shares in the company, valued at $613,340.58. This represents a 20.95% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. Company insiders own 0.27% of the company’s stock.

Weyerhaeuser News Roundup

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 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.