Horizon Investments LLC Purchases 377,146 Shares of Weyerhaeuser Company $WY

Horizon Investments LLC increased its position in shares of Weyerhaeuser Company (NYSE:WY) by 3,344.4% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 388,423 shares of the real estate investment trust’s stock after purchasing an additional 377,146 shares during the period. Horizon Investments LLC’s holdings in Weyerhaeuser were worth $9,202,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Tradewinds Capital Management LLC raised its position in shares of Weyerhaeuser by 401.3% during the 3rd quarter. Tradewinds Capital Management LLC now owns 1,198 shares of the real estate investment trust’s stock valued at $30,000 after purchasing an additional 959 shares during the period. Cromwell Holdings LLC raised 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 purchasing an additional 501 shares during the period. FNY Investment Advisers LLC bought a new stake in shares of Weyerhaeuser during the 4th quarter valued at $39,000. Optiver Holding B.V. bought a new stake in shares of Weyerhaeuser during the 3rd quarter valued at $42,000. Finally, Lodestone Wealth Management LLC bought a new stake in shares of Weyerhaeuser during the 4th quarter valued at $44,000. 82.99% of the stock is currently owned by institutional investors.

Insiders Place Their Bets

In other Weyerhaeuser news, Director Richard Beckwitt acquired 20,000 shares of the company’s stock in a transaction on Thursday, February 19th. The stock was acquired at an average cost of $25.70 per share, with a total value of $514,000.00. Following the purchase, the director directly owned 24,066 shares of the company’s stock, valued at approximately $618,496.20. This represents a 491.88% increase in their position. The purchase was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, Director James Calvin O’rourke acquired 4,000 shares of the company’s stock in a transaction on Friday, February 20th. The stock was acquired at an average cost of $25.35 per share, with a total value of $101,400.00. Following the completion of the purchase, the director directly owned 28,661 shares in the company, valued at approximately $726,556.35. This represents a 16.22% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. Company insiders own 0.31% of the company’s stock.

Wall Street Analysts Forecast Growth

WY has been the topic of several recent analyst reports. Wall Street Zen downgraded shares of Weyerhaeuser from a “hold” rating to a “sell” rating in a research report on Saturday, February 21st. Citigroup reiterated an “outperform” rating on shares of Weyerhaeuser in a report on Thursday, April 23rd. Truist Financial reduced their price target on shares of Weyerhaeuser from $29.00 to $28.00 and set a “hold” rating on the stock in a report on Wednesday, April 15th. Canadian Imperial Bank of Commerce set a $28.00 price target on shares of Weyerhaeuser in a report on Thursday, April 23rd. Finally, Weiss Ratings upgraded shares of Weyerhaeuser from a “sell (d+)” rating to a “hold (c-)” rating in a report on Tuesday, February 10th. Six equities research analysts have rated the stock with a Buy rating, four have assigned a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, the company currently has an average rating of “Hold” and a consensus price target of $28.75.

Weyerhaeuser News Roundup

Here are the key news stories impacting Weyerhaeuser this week:

• Positive Sentiment: Q1 adjusted EPS of $0.11 beat consensus (~$0.04), showing underlying earnings resilience. Weyerhaeuser (WY) Q1 Earnings Top Estimates
• Positive Sentiment: Land Solutions was a bright spot cited by management and analysts, supporting the EPS beat and partially offsetting softer lumber-related revenue. Weyerhaeuser Q1 Earnings Beat Estimates on Land Solutions Strength
• Neutral Sentiment: Revenue was $1.73B versus ~$1.72B estimated — effectively in line but down ~2% year-over-year, so top-line growth is weak/stable rather than accelerating. Weyerhaeuser Q1 2026 Press Release / Slide Deck
• Neutral Sentiment: The company posted its earnings presentation and call transcript, which provide additional color on segment performance and near-term outlook for timber, lumber exposure and land sales. Weyerhaeuser 2026 Q1 – Results – Earnings Call Presentation
• Negative Sentiment: Management noted Q1 profitability fell year-over-year (net margin ~4.7%, ROE ~1.5%), and commentary suggested Q2 results could be largely comparable — signaling limited near-term upside. Weyerhaeuser stock down as Q1 profitability falls Y/Y, Q2 likely to be largely comparable
• Negative Sentiment: Analysts and commentators flagged valuation risk: WY’s earnings are highly sensitive to lumber pricing (meaning swings in lumber can move EPS materially), leading some to call it a potential “value trap.” Weyerhaeuser: Why the Timber Giant’s $50M-per-$10 Lumber Sensitivity Makes It a Value Trap
• Negative Sentiment: Relative metrics (high P/E and modest ROE) amplify investor concern that upside depends on a sustained recovery in lumber/pricing or better margin leverage. Market data and valuation snapshot for WY

Weyerhaeuser Stock Performance

Shares of NYSE WY opened at $24.06 on Friday. The company has a debt-to-equity ratio of 0.54, a quick ratio of 0.83 and a current ratio of 1.29. The company has a market cap of $17.34 billion, a P/E ratio of 44.55, a P/E/G ratio of 2.63 and a beta of 0.90. The firm’s fifty day moving average is $24.33 and its two-hundred day moving average is $24.19. Weyerhaeuser Company has a 52-week low of $21.16 and a 52-week high of $27.86.

Weyerhaeuser (NYSE:WY) last announced its quarterly earnings results on Thursday, April 30th. The real estate investment trust reported $0.11 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.04 by $0.07. The company had revenue of $1.73 billion for the quarter, compared to the consensus estimate of $1.72 billion. Weyerhaeuser had a net margin of 5.78% and a return on equity of 1.45%. Weyerhaeuser’s revenue for the quarter was down 2.0% compared to the same quarter last year. During the same period in the previous year, the firm posted $0.11 EPS. As a group, analysts anticipate that Weyerhaeuser Company will post 0.26 EPS for the current fiscal year.

Weyerhaeuser Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Friday, March 20th. Shareholders of record on Tuesday, March 10th were paid a $0.21 dividend. This represents a $0.84 dividend on an annualized basis and a dividend yield of 3.5%. The ex-dividend date of this dividend was Tuesday, March 10th. Weyerhaeuser’s dividend payout ratio (DPR) is presently 155.56%.

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.