Insider Buying: Richard Beckwitt Acquires Shares in Weyerhaeuser Co (WY)
Richard Beckwitt, a Director at Weyerhaeuser Co (WY), recently purchased 20,000 shares of the company, increasing his total holdings to 24,065.5896 shares. This transaction follows a pattern of insider buying at Weyerhaeuser Co, despite the stock trading with a price-earnings ratio higher than both the industry median and its historical median. The stock is currently estimated to be fairly valued according to GuruFocus's GF Value.
Insider Buying: James O'Rourke Acquires Shares in Weyerhaeuser C
James O'Rourke, a Director at Weyerhaeuser Co (WY), recently purchased 4,000 shares, increasing his total holdings to 28,661 shares. This transaction is part of a broader buying trend among insiders at the company, which has seen four insider buys and two insider sells over the past year. Weyerhaeuser Co's stock is currently trading at $25.35, with a price-earnings ratio higher than both the industry median and its historical median, though its GF Value suggests it is fairly valued.
O’Rourke James Calvin buys $101,400 in Weyerhaeuser (WY) stock
O’Rourke James Calvin, a director at Weyerhaeuser Co (NYSE:WY), recently purchased 4,000 shares of the company's common stock for a total of $101,400. This transaction increases his direct holdings to 28,661.379 shares. The purchase follows Weyerhaeuser's Q4 2025 earnings which beat expectations, and DA Davidson's reiteration of a Buy rating with a $31 price target, indicating a cautiously optimistic outlook from analysts.
O’Rourke James Calvin buys $101,400 in Weyerhaeuser (WY) stock
Director O’Rourke James Calvin of Weyerhaeuser Co (NYSE:WY) purchased 4,000 shares of common stock for $101,400 on February 20, 2026, increasing his direct holdings to over 28,000 shares. This transaction follows Weyerhaeuser's Q4 2025 earnings which beat EPS expectations, and DA Davidson has reiterated a Buy rating with a $31.00 price target. The company's recent performance has led to a cautiously optimistic outlook from analysts.
O’Rourke James Calvin buys $101,400 in Weyerhaeuser (WY) stock
Director O’Rourke James Calvin of Weyerhaeuser Co (NYSE:WY) purchased 4,000 shares of common stock for $101,400 on February 20, 2026, increasing his direct holdings to 28,661.379 shares. This transaction follows Weyerhaeuser's Q4 2025 earnings beat, exceeding analysts' EPS expectations despite slightly missing revenue forecasts. DA Davidson reiterated a Buy rating and raised its fiscal year 2026 EBITDA forecast for the company.
Is Weyerhaeuser’s 5% Yield a Value Trap or Quiet REIT Bargain?
Weyerhaeuser (WY), a timber REIT, has lagged the S&P 500, pushing its dividend yield higher. The article analyzes whether WY is a low-attention income play benefiting from housing and interest rate changes, or a value trap tied to a slow construction market. It explores how WY makes money through timberlands, real estate, and wood products, highlighting its dependence on US housing and interest rates, and provides a balanced view of risks and opportunities for investors.
Weyerhaeuser divests Va. timberlands
Weyerhaeuser sold approximately 107,000 acres of Central Virginia timberlands to BTG Pactual Timberland Investment Group for $193 million. This divestiture is part of Weyerhaeuser's recent activity in the timberland market, which also included sales of timberlands in Oregon, Georgia, and Alabama. The transaction adds to BTG Pactual TIG's U.S. portfolio, bringing their total managed acreage to about 1.6 million.
WEYERHAEUSER CONTINUES INLAND NORTHWEST EXPANSION
Weyerhaeuser has completed its Inland Northwest expansion by opening a new distribution center in Billings, Montana, which began operations in early January. This follows the acquisition of a Spokane, Washington distribution center last year. The expansion aims to improve service for lumber and building materials customers across the West, enhancing supply chain presence and logistical efficiency.
Weyerhaeuser updates log haul routes near Hudson Bay area roads
Weyerhaeuser Timberlands Hudson Bay announced increased industrial traffic in the Pasquia Porcupine Forest due to logging operations, effective February 18. Motorists are advised to be cautious of log trucks and slow-moving equipment on various highways and forest roads. Log trucks will adhere to a maximum speed of 90 km/h on provincial highways, with specific routes and a detour bridge mentioned where increased traffic is expected.
CRH's Q4 Earnings Meet Estimates, Revenues Up Y/Y, Stock Down
CRH plc reported mixed fourth-quarter 2025 results, with adjusted earnings meeting expectations and increasing year over year, while total revenues missed consensus estimates but still grew. The company's performance was driven by favorable market demand, effective commercial execution, and acquisitions, leading to a 1% stock drop during after-market trading. CRH also declared a quarterly dividend and provided a positive outlook for 2026, anticipating continued growth.
Toll Brothers' Q1 Earnings & Revenues Surpass Estimates
Toll Brothers (TOL) exceeded first-quarter fiscal 2026 earnings and revenue estimates, driven by strong demand in the luxury housing market. Despite challenges like elevated mortgage rates and higher SG&A costs, the company reported increased EPS and total revenues year-over-year. Toll Brothers also provided guidance for Q2 and the full fiscal year 2026, anticipating continued growth in average home prices but some contraction in gross margins.
Weyerhaeuser switching most of its Goshen log trucks to natural gas
Weyerhaeuser is transitioning most of its log truck fleet at its Goshen, Oregon facility to run on compressed natural gas (CNG), moving away from traditional diesel. The company has already converted 10 of its 70 trucks and plans to switch 10 trucks annually over the next five years. This initiative positions Weyerhaeuser as an early adopter of alternative fuel technology, using natural gas sourced from manure which is considered to have a certified negative carbon intensity.
JPMorgan Adjusts Price Target on Weyerhaeuser to $30 From $27, Maintains Overweight Rating
JPMorgan has increased its price target for Weyerhaeuser (WY) to $30 from $27, while reiterating an Overweight rating on the stock. This adjustment reflects a positive outlook for the company, which specializes in wood products and forestry. The article also mentions recent news about Weyerhaeuser's dividend declaration and previews of new engineered wood products.
Weyerhaeuser to Release Fourth Quarter Results on January 26
Weyerhaeuser Company (NYSE: WY) announced it will release its fourth-quarter 2022 results on Thursday, January 26, after market close. Following the release, the company will host a live webcast and conference call on Friday, January 27, at 7 a.m. PT (10 a.m. ET) to discuss the results. Information on accessing the webcast and conference call details are provided for investors and media.
Weyerhaeuser Previews New Engineered Wood Products at NAHB International Builders' Show
Weyerhaeuser Company previewed two new engineered wood products, Trus Joist ProPanel and Trus Joist AeroStrand Laminated Strand Lumber (LSL), at the NAHB International Builders' Show. These products, currently in development, aim to offer builders more versatile and higher-quality flooring solutions, enhancing efficiency, predictability, and reducing costs in residential construction. The innovations demonstrate Weyerhaeuser's commitment to meeting evolving market needs with sustainable and high-quality wood products.
New Weyerhaeuser floor system aims to cut costs, give flatter homes
Weyerhaeuser (NYSE: WY) previewed two new engineered wood products, Trus Joist ProPanel and Trus Joist AeroStrand, at the NAHB International Builders' Show. These products are designed to offer builders more versatile and higher-quality flooring solutions, with features like enhanced moisture resistance and simplified mechanical, electrical, and plumbing routing. Currently in development, these innovations aim to reduce costs, shorten lead times, and deliver flatter, higher-quality floors for residential construction.
Truist Lifts Price Target on Weyerhaeuser Company (WY) Despite Near-Term Volume Dip
Truist has increased its price target for Weyerhaeuser Company (WY) to $29 from $28, maintaining a Hold rating, despite a dip in fourth-quarter volumes attributed to timing. The firm highlighted Weyerhaeuser's disciplined capital allocation, strong shareholder returns, and anticipated benefits from improved log pricing later in the year, positioning it well for a cyclical recovery in wood products markets. Weyerhaeuser, a major timberland owner and wood products manufacturer, reiterated its full-year harvest volumes and increased its base dividend by 5%.
Truist Lifts Price Target on Weyerhaeuser Company (WY) Despite Near-Term Volume Dip
Truist has increased its price target for Weyerhaeuser Company (WY) to $29 from $28, maintaining a Hold rating, despite a dip in Q4 volumes which was attributed to timing. The firm anticipates consistent Q1 2026 EBITDA with Q4 2025, driven by harvest deferrals expected to benefit from improved log pricing later in the year. Weyerhaeuser, a major timberland owner and wood products manufacturer, continued strong shareholder returns in 2025 and is seen as offering attractive exposure to a recovering wood products market.
Truist Lifts Price Target on Weyerhaeuser Company (WY) Despite Near-Term Volume Dip
Truist has raised its price target for Weyerhaeuser Company (WY) to $29 from $28 while maintaining a Hold rating, attributing a recent dip in fourth-quarter volumes to timing-related harvest accelerations ahead of weaker log pricing. The firm anticipates first-quarter EBITDA to be comparable to the previous quarter, with deferred harvest volumes expected to benefit from improved log pricing later in the year. Weyerhaeuser reaffirmed its full-year fee harvest volumes, returned significant capital to shareholders in 2025, and is expanding its facilities, positioning it for potential gains from an improving timber market.
Truist Lifts Price Target on Weyerhaeuser Company (WY) Despite Near-Term Volume Dip
Truist has raised its price target for Weyerhaeuser Company (WY) to $29 from $28, maintaining a Hold rating, despite a dip in fourth-quarter volumes that were attributed to timing. The company, a major timberland owner, is leveraging harvest deferrals and operational efficiencies to benefit from improved log pricing later in the year. Weyerhaeuser also demonstrated strong shareholder returns in 2025 including buybacks and an increased base dividend, while investing in new facilities.
Weyerhaeuser Reaffirms Shareholder Return Commitment with Quarterly Dividend
Weyerhaeuser Company has declared a regular quarterly cash dividend of $0.21 per share, reaffirming its commitment to shareholder returns. The company aims to return 75% to 80% of its annual Adjusted Funds Available for Distribution (AFA) to shareholders through a combination of base dividends, special dividends, or share repurchases. CEO Devin Stockfish is scheduled to provide further strategic insights at the Citi Global Property CEO Conference on March 4, with the Q1 earnings report expected around April 22-23, 2026.
Weyerhaeuser Reaffirms Shareholder Return Commitment with Quarterly Dividend
Weyerhaeuser Company has announced its regular quarterly cash dividend of $0.21 per share, reflecting its commitment to returning capital to shareholders. The company aims to return 75% to 80% of its annual Adjusted Funds Available for Distribution (AFA) through a mix of base dividends, special dividends, and share repurchases. Despite a flat overall demand for wood products, declining interest rates and increased home renovation activity offer market stability, while CEO Devin Stockfish is expected to provide further strategic insights at an upcoming conference.
Weyerhaeuser downwardly revises Q2 guidance for Wood Products unit
Weyerhaeuser Co. has revised its Q2 financial outlook for its Wood Products business downwards. The company now anticipates adjusted EBITDA for the segment to be flat to slightly higher compared to Q1 2026, a significant reduction from its previous forecast of substantially higher results. This revision is primarily attributed to lower-than-expected lumber and oriented strand board (OSB) prices, as well as reduced OSB sales volumes and higher raw material costs.
Rhumbline Advisers Has $36.35 Million Stock Position in Weyerhaeuser Company $WY
Rhumbline Advisers recently decreased its stake in Weyerhaeuser Company by 3.1%, leaving it with 1,466,138 shares valued at approximately $36.35 million. Despite beating Q3 EPS estimates, Weyerhaeuser's revenue declined, and its high dividend payout ratio raises sustainability concerns. The article also details recent insider transactions and varied analyst ratings, reflecting mixed sentiment for the company's near-term prospects.
Weyerhaeuser downwardly revises Q2 guidance for Wood Products unit
Weyerhaeuser has revised its second-quarter guidance for its Wood Products unit downwards. The company now expects the unit's adjusted EBITDA for Q2 to be approximately $120 million lower than what was previously communicated, primarily due to lower operating rates and pricing for its wood products.
Cibc World Market Inc. Purchases 165,092 Shares of Weyerhaeuser Company $WY
Cibc World Market Inc. significantly increased its stake in Weyerhaeuser Company (NYSE:WY) by acquiring an additional 165,092 shares, bringing its total holdings to 266,792 shares valued at $6.61 million. This move is part of a broader trend of institutional investment in Weyerhaeuser, with other hedge funds also adjusting their positions. The article also details recent analyst ratings, insider trading activity, and financial performance metrics for Weyerhaeuser.
Rayonier Inc. (NYSE:RYN) Q4 2025 Earnings Call Transcript
Rayonier Inc. (NYSE: RYN) announced strong Q4 2025 results, exceeding guidance due to a record contribution from its Real Estate segment. The company also discussed the successful merger with PotlatchDeltic, creating a premier land resources company with a diversified timberland portfolio. Rayonier provided initial 2026 outlook, highlighting expected increases in harvest volumes and real estate segment adjusted EBITDA, while emphasizing share buybacks as a compelling use of capital.
Does Weyerhaeuser’s (WY) Cash Return Framework Reveal Its True Capital Allocation Priorities?
Weyerhaeuser (WY) recently declared a quarterly base dividend and reaffirmed its cash return framework, aiming to distribute 75-80% of annual adjusted funds through base dividends, supplemental payouts, and opportunistic share repurchases. This strategy links shareholder returns directly to the company's Timberlands and Wood Products cash flows, highlighting the importance of housing demand and lumber pricing for its financial performance. While offering potential upside, it also exposes investors to risks from weaker lumber prices or a slowdown in the housing market.
Weyerhaeuser Company Declares Dividend on Common Shares
Weyerhaeuser Company announced its board of directors declared a quarterly base cash dividend of $0.21 per share on common stock, payable on March 20, 2026. This dividend is part of the company's cash return framework, which aims to provide a total return to shareholders of 75 to 80 percent of annual Adjusted Funds Available for Distribution (Adjusted FAD) through base dividends and additional variable cash returns. The company has the flexibility to supplement this with share repurchases or additional dividends.
Is Weyerhaeuser (WY) Pricing Fairly After Mixed Returns And New Biocarbon Venture?
This article analyzes Weyerhaeuser's (WY) current stock valuation using DCF and P/E ratio methods, finding it potentially overvalued based on these models. It explores two different narratives for valuation, ranging from slightly undervalued to moderately overvalued, factoring in revenue growth assumptions, profit margins, and new initiatives like TerraForge Biocarbon Solutions. The mixed returns of the stock and the varying valuation perspectives suggest that investors need to consider their own risk tolerance and outlook.
Weyerhaeuser Company (NYSE:WY) to Issue Quarterly Dividend of $0.21
Weyerhaeuser Company (NYSE:WY) announced a quarterly dividend of $0.21 per share, payable on March 20 to shareholders of record on March 10, resulting in a 3.1% yield. While the company has increased its dividend consistently, its high payout ratio of 91.3% (projected 86.6% next year) and a recent -$0.09 EPS quarter with declining revenue suggest potential challenges if earnings further deteriorate. Institutional investors have been adjusting their holdings, with several boosting their stakes in Weyerhaeuser.
Weyerhaeuser Company (NYSE:WY) Receives Average Rating of "Hold" from Analysts
Weyerhaeuser Company (NYSE:WY) has received a consensus "Hold" rating from analysts, with an average 12-month price target of $28.63. While the company exceeded quarterly EPS estimates, revenue declined by 9.8% year-over-year. Insider transactions show mixed activity, with the CEO selling shares and a director buying shares, while institutional investors hold a significant stake.
Sixth Street Specialty Lending, Inc. Reports Full Year and Fourth Quarter 2025 Earnings Results; Declares a First Quarter Base Dividend Per Share of $0.46, and a Fourth Quarter Supplemental Dividend Per Share of $0.01
Sixth Street Specialty Lending, Inc. (NYSE: TSLX) has announced its financial results for the full year and fourth quarter ended December 31, 2025. The company declared a first-quarter base dividend of $0.46 per share and a fourth-quarter supplemental dividend of $0.01 per share. A conference call is scheduled for February 13, 2026, to discuss these results.
Weyerhaeuser Declares Quarterly Dividend of $0.21
Weyerhaeuser has declared a quarterly dividend of $0.21 per share, maintaining consistency with previous distributions and offering a forward yield of 3.11%. The dividend is payable on March 20, with a record and ex-dividend date of March 10. The company also aims for an incremental EBITDA of $1.5 billion by 2030, despite recent challenges in its Timberlands and Wood Products segments.
Weyerhaeuser Company Declares Dividend on Common Shares
Weyerhaeuser Company announced that its board of directors declared a quarterly base cash dividend of $0.21 per share, payable on March 20, 2026, to shareholders of record as of March 10, 2026. This dividend is part of the company's cash return framework, which aims to return 75-80% of annual Adjusted Funds Available for Distribution (Adjusted FAD) to shareholders through base dividends, supplemental dividends, or share repurchases. Weyerhaeuser, a major private owner of timberlands and wood products manufacturer, reported $6.9 billion in net sales in 2025.
Shopping-center owner Phillips Edison sets $0.1083 monthly payouts for spring
Phillips Edison & Company (PECO) has announced monthly common-stock dividends of $0.1083 per share for April, May, and June 2026. The dividends will be payable on April 1, May 1, and June 2, 2026, to stockholders of record on specific dates in March, April, and May 2026. Operating partnership unit holders will also receive distributions at the same rate.
9 Best Lumber Stocks to Invest in Now
This article highlights Rayonier Inc. (NYSE: RYN) as one of the top lumber stocks, detailing its recent merger with PotlatchDeltic to enhance scale and diversification. Despite a lowered price target from Truist due to short-term packaging volume challenges, Rayonier's timberland REIT structure and operational synergies are expected to provide asset-backed growth and income potential. The company's strong positioning in packaging and construction markets makes it an attractive investment.
BTG Pactual TIG Acquires 107,000 Acres of Virginia Timberland from Weyerhaeuser
BTG Pactual Timberland Investment Group (TIG) has acquired approximately 107,000 acres of sustainably managed timberlands in Central Virginia from Weyerhaeuser Company. This acquisition significantly expands BTG Pactual TIG's U.S. portfolio to 1.6 million acres and enhances its collaboration with The Nature Conservancy's NatureVest for conservation efforts. The property, certified by Sustainable Forestry Initiative, features loblolly pine and offers opportunities for both long-term value creation and biodiversity-focused forest management.
Here's What Investors Must Know Ahead of Vulcan's Q4 Earnings
Vulcan Materials Company (VMC) is set to release its Q4 2025 earnings on February 17, with analysts expecting a slight decline in EPS but revenue growth due to strong aggregates pricing and volume. While the company anticipates gains from increased public and private construction and strategic initiatives, cost inflation and market uncertainties are expected to negatively impact earnings. The Zacks Model does not predict an earnings beat for VMC, which currently holds a Zacks Rank of 3.
Louisiana-Pacific Corp: LPX Stock Tests New Highs As Housing Tailwinds Meet Cautious Wall Street
Louisiana-Pacific Corp's stock (LPX) is testing new highs, reflecting a market caught between strong housing demand and cautious Wall Street sentiment. The company has seen impressive performance over the past year, driven by solid earnings and a strategic shift toward high-margin siding products. Analysts are constructive but wary of macro headwinds, with targets suggesting moderate upside from current levels.
Is Weyerhaeuser (WY) Pricing Fairly After Mixed Returns And New Biocarbon Venture?
Weyerhaeuser (WY) recently traded at US$27.10, showing mixed returns over various periods, including a 5.4% decline over one year. Valuation checks by Simply Wall St score Weyerhaeuser at 0 out of 6 for being undervalued, with a Discounted Cash Flow (DCF) analysis suggesting it is 23.4% overvalued at US$21.96 per share. The stock's P/E ratio of 60.27x is significantly higher than the Specialized REITs industry average of 16.07x and its proprietary Fair Ratio of 45.24x, further indicating potential overvaluation, though bull and bear case narratives offer different perspectives on its fair value, factoring in new initiatives like the TerraForge Biocarbon Solutions joint venture.
Stockfish to Represent Weyerhaeuser at Citi Global Property CEO Conference
Devin Stockfish, President and CEO of Weyerhaeuser Company (NYSE: WY), is scheduled to represent the company at Citi's 2026 Global Property CEO Conference on March 4, 2026. A live webcast of his presentation will be available on Weyerhaeuser's investor relations website, with a replay accessible shortly after the event. Weyerhaeuser is a major owner of timberlands and a leading manufacturer of wood products, operating as a real estate investment trust.
Stockfish to Represent Weyerhaeuser at Citi Global Property CEO Conference
Devin Stockfish, president and CEO of Weyerhaeuser Company (NYSE: WY), will represent the company at Citi's 2026 Global Property CEO Conference on March 4, 2026, in Hollywood, Florida. A live webcast and replay of the event will be available on the Investors section of Weyerhaeuser's website. Weyerhaeuser is one of the world's largest private owners of timberlands and a major manufacturer of wood products in North America.
Stockfish to Represent Weyerhaeuser at Citi Global Property CEO Conference
Devin Stockfish, president and CEO of Weyerhaeuser Company (NYSE: WY), will represent the company at Citi's 2026 Global Property CEO Conference on March 4th in Hollywood, Florida. A live webcast of the event will be available on Weyerhaeuser's Investors section of their website, with a replay accessible shortly after. Weyerhaeuser, a global leader in sustainable timberlands and wood products, generated $6.9 billion in net sales in 2025.
Stockfish to Represent Weyerhaeuser at Citi Global Property CEO Conference
Devin Stockfish, President and CEO of Weyerhaeuser Company (NYSE: WY), will represent the company at Citi's 2026 Global Property CEO Conference on March 4, 2026, in Hollywood, Florida. A live webcast of his presentation will be available on Weyerhaeuser's website, with a replay accessible shortly after the event. Weyerhaeuser is a leading private owner of timberlands and a major manufacturer of wood products.
Martin Marietta Q4 Earnings & Revenues Miss Estimates, Stock Down
Martin Marietta Materials, Inc. (MLM) reported disappointing Q4 2025 results, missing Zacks Consensus Estimates for both earnings and revenue, leading to a 4.5% stock decline in pre-market trading. Despite strong infrastructure activity and growth in its Aggregates business, the company's profitability was impacted by elevated costs and a weak residential market. The report also details the company's 2025 full-year performance, its portfolio optimization moves, and provides guidance for 2026.
Assessing Weyerhaeuser (WY) Valuation After Q4 Earnings And Share Buyback Update
Weyerhaeuser (WY) recently reported Q4 2025 earnings and completed a share repurchase. The company's stock is currently trading below its fair value estimate of $30.64, suggesting it is undervalued, despite its P/E ratio being higher than the industry average. Opportunities for growth include a carbon capture agreement and increased production from facilities.
Masco Stock Up on Q4 Earnings Beat, Sales Miss Estimates
Masco Corporation (MAS) reported mixed fourth-quarter 2025 results, with adjusted earnings surpassing estimates but net sales falling short. Despite a year-over-year decline in both metrics, the company's stock rose 4.8% in pre-market trading, driven by the earnings beat and restructuring efforts aimed at improving efficiency and margins. Masco provided a 2026 outlook with flat to low single-digit sales growth and an adjusted EPS range of $4.10-$4.30.
Judge to decide whether Weyerhaeuser stays in Twiggs data center rezoning lawsuit
A judge in Twiggs County is currently considering whether Weyerhaeuser should remain a party in a lawsuit challenging the rezoning of land for a proposed data center. Concerned citizens argue that the county failed to follow proper procedures and conduct necessary studies before approving the rezoning, which they believe could negatively impact historic land, farming, and property values. Supporters of the data center, however, claim it will bring economic development, jobs, and tax revenue to the community.
Raymond James Adjusts Price Target on Weyerhaeuser to $30 From $27, Maintains Outperform Rating
Raymond James has increased its price target for Weyerhaeuser (WY) from $27 to $30, while reiterating an Outperform rating on the stock. This adjustment reflects a positive outlook on the company's valuation by the firm. The news follows other recent analyst adjustments for Weyerhaeuser, including RBC Capital Markets and Truist.
