Weyerhaeuser stock holds gains as Q2 2026 earnings, dividend and timber demand support outlook
Weyerhaeuser stock is trading in the mid-$20s following solid Q2 2026 results, maintaining a stable base dividend of $0.21 per share and offering a 3.38% annualized base yield. The company's performance is driven by exposure to U.S. housing and timber demand, with a consensus price target of $29.00 suggesting potential upside. Investors are balancing the REIT's income profile with cyclical risks tied to housing starts and industrial demand.
Weyerhaeuser Co. stock outperforms competitors on strong trading day
Weyerhaeuser Co. (WY) stock rose 4.28% to $24.62 on Wednesday, outperforming the broader market which also saw gains in the S&P 500 and Dow Jones Industrial Average. This increase ended a three-day losing streak for the company's shares.
Weyerhaeuser stock firms on Q2 2026 earnings momentum and steady dividend income
Weyerhaeuser (NYSE: WY) stock is trading in the mid-$20s, supported by strong Q2 2026 earnings that surpassed revenue and EPS expectations, despite a year-over-year decline in adjusted EBITDA. The timber REIT offers a stable dividend income and analysts maintain a positive outlook with a consensus price target of $29.00, indicating an 18.5% upside. The company's performance is influenced by housing market trends and its extensive timberland holdings, providing both income and diversification for investors.
Weyerhaeuser Shares Drop 2% Amid Concerns Over 44.7 Million Acres of Timberland Increasing Supply
Weyerhaeuser Co (WY) stock dropped 2% after analysts raised concerns about potential oversupply due to a federal plan affecting 44.7 million acres of federal forest land, which could increase log supply and impact private timber owners. The policy shift could lead to litigation and project delays, impacting investor considerations, although the long-term effects on Weyerhaeuser's land ownership and existing contracts are still uncertain. Despite the stock drop, Wall Street sentiment remains largely positive with a consensus price target of $29, suggesting potential upside, though these targets predate the forest proposal.
Weyerhaeuser Co. stock underperforms Tuesday when compared to competitors
Weyerhaeuser Co. stock (WY) fell 1.95% to $23.61 on Tuesday, marking its third consecutive day of losses. This underperformance occurred during a generally down day for the stock market, with the S&P 500 Index and Dow Jones Industrial Average also declining.
Weyerhaeuser (WY) Stock Looks Below Fair Value While Earnings Look Rich
Weyerhaeuser (WY) stock currently trades at US$24.08, reflecting an 18.6% decline over the past three years. Despite this, its P/E ratio of 36.8x is near its peer average, and slightly below its estimated fair P/E of 40.6x, suggesting it's roughly fairly valued on an earnings basis. The company's future performance hinges on its ability to generate consistent cash from timber and real estate amidst fluctuations in construction and housing markets.
Weyerhaeuser (WY) Stock Looks Below Fair Value While Earnings Look Rich
Weyerhaeuser (WY) stock, currently at US$24.08, has seen an 18.6% decline over the past three years. While its P/E ratio of 36.8x is near its peer average, it's significantly above the Specialized REITs industry average. Simply Wall St's valuation model suggests a fair P/E of 40.6x, indicating the stock is modestly undervalued based on its earnings outlook.
Weyerhaeuser Co. stock underperforms Monday when compared to competitors
Weyerhaeuser Co. (WY) stock fell 1.95% on Monday, closing at $24.08, while the broader market indices, the S&P 500 and Dow Jones Industrial Average, also experienced declines. This marks the second consecutive day of losses for the company's shares, indicating an underperformance relative to its competitors and the general market trend.
5 Great Stocks This $9.7 Billion Value Fund Just Bought
This article highlights how Kopernik Global Investors, a $9.7 billion value fund, uses 13F filings to identify undervalued companies. The author details five specific stocks that Kopernik recently bought or added to: Range Resources (RRC), KT Corporation (KT), Weyerhaeuser (WY), Rayonier (RYN), and Mosaic (MOS). The piece emphasizes the importance of independent research and a long-term value investing approach, encouraging readers to use 13F filings as a starting point for their own analysis rather than blindly copying trades.
Markel Group Inc. Grows Stake in Weyerhaeuser Company $WY
Markel Group Inc. significantly increased its stake in Weyerhaeuser Company by 585.7% in the second quarter, now holding 120,000 shares valued at $2,873,000. Other institutional investors also adjusted their holdings in Weyerhaeuser, which saw its stock trading down slightly at $24.55. The company recently reported better-than-expected earnings for Q2 and declared a quarterly dividend of $0.21 per share.
Levin Capital Strategies L.P. Invests $2.25 Million in Weyerhaeuser Company $WY
Levin Capital Strategies L.P. has acquired a new stake of 94,000 shares, valued at $2.25 million, in Weyerhaeuser Company (NYSE:WY) during the second quarter. Other institutional investors have also adjusted their holdings in the company. Wall Street analysts currently have a "Moderate Buy" rating for Weyerhaeuser, with an average target price of $29.00.
Pictet Asset Management Holding SA Sells 570,173 Shares of Weyerhaeuser Company $WY
Pictet Asset Management Holding SA reduced its stake in Weyerhaeuser Company (NYSE:WY) by 11.8% in the second quarter, selling 570,173 shares, but still holds 4.28 million shares valued at over $102 million. Analysts maintain a "Moderate Buy" rating for Weyerhaeuser with an average price target of $29, following the company's better-than-expected Q2 earnings of $0.13 EPS and revenue of $1.87 billion, along with a declared quarterly dividend of $0.21.
NewEdge Advisors LLC Raises Stake in Weyerhaeuser Company $WY
NewEdge Advisors LLC significantly increased its stake in Weyerhaeuser Company (NYSE:WY) by 317.4% in the first quarter, now holding 89,800 shares valued at $2.19 million. Institutional investors collectively own a substantial 82.99% of the company. Weyerhaeuser reported strong Q1 earnings, surpassing analyst estimates with EPS of $0.13, and declared a quarterly dividend of $0.21, reflecting a 3.4% annualized yield.
Cambiar Investors LLC Purchases 55,769 Shares of Weyerhaeuser Company $WY
Cambiar Investors LLC increased its stake in Weyerhaeuser Company (NYSE:WY) by 5.3% in the second quarter, acquiring an additional 55,769 shares. This brings their total holdings to 1.10 million shares, valued at approximately $26.3 million. Weyerhaeuser also reported beating quarterly earnings expectations with adjusted EPS of $0.13 and revenue of $1.87 billion, while declaring a $0.21 quarterly dividend.
Daiwa Securities Group Inc. Reduces Stock Holdings in Weyerhaeuser Company $WY
Daiwa Securities Group Inc. significantly reduced its stake in Weyerhaeuser Company ($WY) by 64% in the second quarter, selling over 1.5 million shares and retaining 895,416 shares valued at $21.4 million. Despite this, institutional investors collectively own a substantial 82.99% of the company. Weyerhaeuser reported better-than-expected quarterly earnings of $0.13 per share and declared a quarterly dividend of $0.21 per share, while analysts maintain a "Moderate Buy" rating with an average price target of $29.
Handelsbanken Fonder AB Reduces Stock Holdings in Weyerhaeuser Company $WY
Handelsbanken Fonder AB reduced its stake in Weyerhaeuser Company (NYSE:WY) by 17.9% in the second quarter, selling 48,885 shares and retaining 223,900 shares valued at $5.36 million. Despite the reduction, institutional investors collectively own 82.99% of Weyerhaeuser. The company reported strong quarterly earnings, beating analyst estimates, and maintains a "Moderate Buy" consensus rating from analysts with a price target of $29.00.
Weyerhaeuser Company $WY Shares Purchased by AIA Group Ltd
AIA Group Ltd significantly increased its stake in Weyerhaeuser Company (NYSE:WY) by 92.4% in the second quarter, acquiring an additional 343,414 shares, bringing its total to 714,991 shares valued at $17.1 million. The article notes that institutional investors own a substantial 82.99% of WY stock, and analysts maintain a "Moderate Buy" rating with a $29.00 average price target. Weyerhaeuser also reported beating earnings expectations and declared a quarterly dividend of $0.21 per share.
Aberdeen Group plc Acquires 125,264 Shares of Weyerhaeuser Company $WY
Aberdeen Group plc increased its stake in Weyerhaeuser Company (NYSE:WY) by 13.8% in the second quarter, purchasing an additional 125,264 shares, bringing its total holdings to over 1 million shares valued at $24.7 million. Weyerhaeuser maintains a "Moderate Buy" consensus rating with an average price target of $29.00. The company reported better-than-expected EPS of $0.13 and declared a quarterly dividend of $0.21, offering an annualized yield of about 3.4%.
Weyerhaeuser Co To Go Ex-Dividend On September 4th, 2026 With 0.21 USD Dividend Per Share
Weyerhaeuser Co (WY) is scheduled to go ex-dividend on September 4th, 2026, with a dividend payment of $0.21 per share. Investors wishing to receive this dividend must own shares before the ex-dividend date.
Weyerhaeuser Co. stock underperforms Friday when compared to competitors
Weyerhaeuser Co. (WY) shares fell 1.05% on Friday, closing at $24.56, despite a broader market decline for the S&P 500 and Dow Jones Industrial Average. The stock is now 11.50% below its 52-week high of $27.75, which was reached on February 12th.
Swiss Life Asset Management Ltd Has $5.55 Million Position in Weyerhaeuser Company $WY
Swiss Life Asset Management Ltd increased its stake in Weyerhaeuser Company (NYSE:WY) by 22.5% in the second quarter, bringing its total holdings to 231,651 shares valued at approximately $5.55 million. Weyerhaeuser reported earnings of $0.13 per share, beating estimates, though revenue decreased year-over-year. Analysts maintain a "Moderate Buy" rating with a $29 average price target, and the company declared a quarterly dividend of $0.21 per share.
Q4 EPS Estimates for Weyerhaeuser Lowered by Zacks Research
Zacks Research has lowered its Q4 2026 EPS estimate for Weyerhaeuser to $0.00 from $0.05, while forecasting a full-year 2028 EPS of $0.87. Despite this, Weyerhaeuser exceeded expectations in its latest quarterly results with an EPS of $0.13 and revenue of $1.87 billion, although revenue saw an 8.3% year-over-year decline. Analysts maintain a "Moderate Buy" consensus for the stock with an average price target of $29.00, and the company recently declared a quarterly dividend of $0.21, offering a 3.4% yield.
Weyerhaeuser Company (NYSE:WY) Announces Quarterly Dividend of $0.21
Weyerhaeuser Company (NYSE:WY) has announced a quarterly dividend of $0.21 per share, payable on September 18th to shareholders of record on September 4th. This equates to an annualized dividend of $0.84 and a 3.4% yield. While the dividend has increased for three consecutive years, concerns about its sustainability are noted due to a 91.3% payout ratio and analysts' projected future payout ratio of 125.4%.
Sumitomo Mitsui Trust Group Inc. Lowers Stock Holdings in Weyerhaeuser Company $WY
Sumitomo Mitsui Trust Group Inc. decreased its stake in Weyerhaeuser Company (NYSE:WY) by 6.0% in the second quarter, selling 84,455 shares and retaining 1.33 million shares valued at approximately $31.9 million. Despite this, institutional investors collectively own 82.99% of the company's stock. Weyerhaeuser exceeded Q2 earnings estimates, reporting $0.13 EPS against a $0.08 consensus, though revenue declined 8.3% year over year.
284,400 Shares in Weyerhaeuser Company $WY Acquired by Erste Asset Management GmbH
Erste Asset Management GmbH acquired 284,400 shares of Weyerhaeuser Company (NYSE:WY) during the second quarter, valued at approximately $7 million. This purchase is part of broader institutional investment, with hedge funds and institutional investors collectively owning 82.99% of the company. Weyerhaeuser recently reported quarterly earnings of $0.13 per share, surpassing estimates, though revenue saw an 8.3% year-over-year decline.
WY Looks 6.8% Undervalued on GF Value™ Despite Unprofitable Stat
Weyerhaeuser Co (NYSE: WY) announced a maintained quarterly dividend of $0.21 per share and raised its 2026 adjusted EBITDA guidance for its Strategic Land Solutions segment. Despite being unprofitable, its Price-to-Sales ratio is below historical and industry medians, suggesting limited growth expectations. The GF Value™ indicates a slight undervaluation, but this should be viewed cautiously given the company's financial headwinds and its moderate GF Score™ of 70/100.
ING will return $1.25B in note principal to holders Sept. 11
ING announced it will redeem two series of SEC-registered senior debt, totaling $1.75 billion, on September 11, 2026. The redemption will occur at the principal amount, with accrued interest paid to holders of record by September 10, 2026. The Bank of New York Mellon, London Branch, will serve as the paying agent, and future call decisions will be based on economic considerations, market conditions, and regulatory factors.
Weyerhaeuser Company Declares Quarterly Base Cash Dividend on Common Shares, Payable on September 18, 2026
Weyerhaeuser Company announced that its board of directors has declared a quarterly base cash dividend of $0.21 per share on common stock. This dividend is payable on September 18, 2026, to shareholders of record as of the close of business on September 4, 2026. The announcement includes recent analyst adjustments to price targets for Weyerhaeuser.
Weyerhaeuser Company Declares Dividend on Common Shares
Weyerhaeuser Company (NYSE: WY) announced a quarterly base cash dividend of $0.21 per share, payable on September 18, 2026, to shareholders of record as of September 4, 2026. This dividend is part of the company's cash return framework which includes a quarterly base cash dividend supplemented by additional variable cash returns to achieve a target total return to shareholders of 75 to 80 percent of annual Adjusted Funds Available for Distribution. Weyerhaeuser, a major owner of timberlands and wood products manufacturer, also provided a forward-looking statement regarding its financial expectations.
Weyerhaeuser Company Declares Dividend on Common Shares
Weyerhaeuser Company has announced a quarterly base cash dividend of $0.21 per share, payable on September 18, 2026, to shareholders of record as of September 4, 2026. This dividend is part of the company's cash return framework, which aims to achieve a total return to shareholders of 75 to 80 percent of annual Adjusted Funds Available for Distribution (Adjusted FAD) through a combination of base dividends, supplemental dividends, and/or share repurchases. Weyerhaeuser defines Adjusted FAD as net cash from operations adjusted for capital expenditures and significant non-recurring items.
Weyerhaeuser Sets Sept. 18 Cash Payout Date for Shareholders
Weyerhaeuser (NYSE: WY) has declared a quarterly base cash dividend of $0.21 per share, payable on September 18, 2026, to shareholders of record as of September 4, 2026. This dividend is part of the company's framework to return 75-80% of annual Adjusted Funds Available for Distribution (Adjusted FAD) to shareholders, potentially through supplemental dividends or share repurchases. The company emphasizes its flexibility in capital allocation to achieve this targeted total return.
First Horizon's new Houma manager brings more than 45 years' banking experience
First Horizon Bank has appointed Harvey Authement, Jr. as the Banking Center Manager for its Houma location. Authement brings over 45 years of banking experience, including leadership roles at Synergy Bank and First National Bank of Houma, and a strong history of community involvement. In his new role, he will oversee operations, lead the local team, and focus on client service and financial solutions in the Houma area.
Lobbyists push for declaration that felling trees helps the climate
Lobbyists representing companies like IKEA and Weyerhaeuser are attempting to persuade the Greenhouse Gas Protocol to adopt controversial carbon accounting rules that suggest felling trees can be climate-positive. This move has led to resignations and strong objections from scientists and environmental groups who argue that the proposed methodology is scientifically invalid and distorts the understanding of sustainable practices. Critics warn that these changes could allow companies to claim significant carbon removals even when their activities, such as logging, contribute to emissions.
Rayonier (RYN) Q2 2026 Earnings Call Transcript
Rayonier (RYN) reported Q2 2026 earnings, detailing net income of $19.1 million ($0.06 per diluted share) and adjusted EBITDA of $123.7 million, significantly boosted by the PotlatchDeltic merger. The company is actively integrating operations, optimizing its land portfolio through strategic transactions, and focusing on share repurchases, believing its stock is undervalued. Management highlighted strong performance in Southern and Northwest Timber, Wood Products, and Real Estate segments, despite challenges in pulpwood markets and transportation.
Assenagon Asset Management S.A. Acquires 147,971 Shares of Weyerhaeuser Company $WY
Assenagon Asset Management S.A. significantly increased its stake in Weyerhaeuser Company (NYSE:WY) by 524.8% in the second quarter, purchasing an additional 147,971 shares to own a total of 176,165 shares worth $4.217 million. This move comes as other institutional investors have also adjusted their positions in Weyerhaeuser, and analysts have issued various ratings and price targets for the stock. Weyerhaeuser recently reported its quarterly earnings, beating analyst expectations with $0.13 EPS on $1.87 billion in revenue.
Weyerhaeuser Co. stock outperforms competitors despite losses on the day
Weyerhaeuser Co. (WY) stock experienced a 1.04% decline, closing at $24.76, marking its third consecutive day of losses. Despite this, the stock still outperformed the broader market, with the S&P 500 Index rising 0.26% and the Dow Jones Industrial Average falling 0.04% on the same day.
Traders Purchase Large Volume of Put Options on Weyerhaeuser (NYSE:WY)
Investors recently purchased a significantly higher volume of put options on Weyerhaeuser (NYSE:WY), with 2,319 contracts traded, marking a 126% increase over typical daily volume. Despite this unusual activity, analysts maintain a "Moderate Buy" rating with a consensus price target of $29. The company's stock fell to $24.61, even after reporting better-than-expected quarterly earnings of $0.13 EPS and maintaining a 3.4% annualized dividend yield.
Weyerhaeuser Co. stock underperforms Tuesday when compared to competitors
Weyerhaeuser Co. (WY) stock fell by 1.07% on Tuesday, closing at $25.02, while the broader market indices, including the S&P 500 and Dow Jones Industrial Average, also experienced declines. This marks the second consecutive day of losses for the company's stock.
Weyerhaeuser Co. stock underperforms Monday when compared to competitors
Weyerhaeuser Co. (WY) stock fell 1.13% on Monday, closing at $25.29, despite an overall dismal trading session where the S&P 500 and Dow Jones Industrial Average also saw slight declines. The company's stock is now 8.86% below its 52-week high reached in February. This performance indicates Weyerhaeuser Co. underperformed relative to its competitors on this particular trading day.
West Fraser Timber (TSX:WFG) Is Up 10.6% After Deeper Q2 Losses Extend 2026 Earnings Slide – Has The Bull Case Changed?
West Fraser Timber (TSX:WFG) reported deeper losses in Q2 2026, with sales easing to US$1,434 million and a net loss of US$61 million, extending its year-to-date loss to US$249 million. Despite a recent 10.6% stock increase, the ongoing losses and paused share buyback raise questions about the company's ability to return to profitability and balance shareholder returns with investments. Analyst forecasts project revenue growth and a potential fair value of CA$106.61, suggesting a 6% upside, but investors should consider the mounting earnings pressure and various risk narratives.
Janus Henderson Group PLC Has $2.57 Million Holdings in Weyerhaeuser Company $WY
Janus Henderson Group PLC significantly reduced its stake in Weyerhaeuser Company by 75.1% in the first quarter, selling over 316,000 shares but still retaining holdings valued at approximately $2.57 million. Weyerhaeuser exceeded Q1 earnings estimates with an EPS of $0.13 and reported revenue of $1.87 billion, despite an 8.3% year-over-year decline. The company maintains a quarterly dividend of $0.21, and analysts have a "Moderate Buy" consensus rating with an average price target of $29.
Trading Systems Reacting to (WY) Volatility
This article analyzes Weyerhaeuser Company (NYSE: WY) volatility using AI models to generate trading strategies. It highlights a strong near-term sentiment, a mid-channel oscillation pattern, and an exceptional risk-reward short setup. The analysis provides specific entry, target, and stop-loss levels for position, momentum breakout, and risk hedging strategies, along with multi-timeframe signal analysis.
Weyerhaeuser (WY) Stock Looks Cheap On Cash Flow But Pricey On Earnings
Weyerhaeuser (WY) stock has seen a 15.1% decline over three years, but current valuations suggest it's closer to fair value. While future cash flow from its timber and real estate assets supports the current price, its P/E ratio of 39.1x is higher than the industry average, indicating it's pricey on earnings. The article concludes that WY appears roughly priced in line with its earnings profile, shifting focus to its cash generation and demand for wood products.
Weyerhaeuser (WY) Could Be 18% Undervalued After Stronger Second Quarter Earnings
Weyerhaeuser (WY) recently reported strong second-quarter 2026 earnings, with net income of US$162 million and earnings per share of US$0.23, leading to short-term stock gains. Despite these positive developments, Simply Wall St suggests the stock could still be 18% undervalued, with a fair value estimated at $31.18 per share. Growth opportunities, such as a carbon capture agreement with Occidental Petroleum and increased production capacity, are cited as potential drivers for future earnings, though risks like a softening housing market remain.
Weyerhaeuser (WY) Could Be 18% Undervalued After Stronger Second Quarter Earnings
Weyerhaeuser (WY) reported stronger second-quarter 2026 earnings, with net income and EPS both higher than the previous year. Despite a recent share price decline, the stock has gained short-term momentum, and its fair value is estimated to be 18.4% above its current price, driven by growth opportunities like a carbon capture agreement and increased production capacity. However, potential risks include softer lumber demand and trade restrictions.
WY Q2 Beat Shows a Lumber Rebound but Higher OSB Costs Cloud Outlook
Weyerhaeuser (WY) reported a stronger-than-expected Q2 earnings beat, driven by improvements in lumber and engineered wood products. However, the recovery was not broad-based, with higher oriented strand board (OSB) costs and weaker contributions from other segments impacting the overall outlook. The company's Q3 guidance remains mixed, indicating ongoing cost pressures and uneven performance across its business units despite the positive trends in lumber.
Weyerhaeuser Company (NYSE:WY) Given Consensus Rating of "Moderate Buy" by Brokerages
Weyerhaeuser Company (NYSE:WY) has received a "Moderate Buy" consensus rating from eleven brokerages, with an average 12-month price target of $29.00. The company recently reported Q2 earnings of $0.13 EPS on $1.87 billion revenue, exceeding analyst estimates despite an 8.3% year-over-year revenue decline. Weyerhaeuser also maintains a quarterly dividend of $0.21 per share, yielding 3.3%.
Arrow Electronics names Merriwether president and COO
Arrow Electronics Inc. has appointed Deidra C. Merriwether as its new president and chief operating officer, effective September 8, 2026. Merriwether will oversee global business segments and logistics, reporting to interim CEO William F. Austen. She previously served as CFO and president of North American sales and services at W.W. Grainger Inc., bringing extensive experience from her roles at Sears Holdings Corporation and PricewaterhouseCoopers.
Arrow Electronics, Inc. Appoints Deidra C. Merriwether as President and Chief Operating Officer
Arrow Electronics, Inc. announced the appointment of Deidra C. Merriwether as its new President and Chief Operating Officer, effective September 8, 2026. Merriwether will be responsible for leading the company's global business segments and logistics organizations. She brings extensive experience from her previous roles at W.W. Grainger, Inc., Sears Holdings Corporation, and PricewaterhouseCoopers International Limited.
Weyerhaeuser Co. stock outperforms competitors despite losses on the day
Weyerhaeuser Co. (WY) stock fell 1.51% to $25.45 on Thursday, despite an overall rough trading session where the S&P 500 Index and Dow Jones Industrial Average also experienced losses. This decline ended a four-day winning streak for Weyerhaeuser.
