Weyerhaeuser (WY)
Owns timberlands and sells logs, structural wood products and land-use rights.
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Owns and manages U.S. timberlands, sells logs, and manufactures and distributes lumber, oriented strand board and engineered wood. Strategic Land Solutions monetizes real estate, natural resources and climate uses, while the REIT's integrated model and earnings remain closely tied to housing-driven wood demand.
Owns and manages private commercial timberlands across the United States and holds long-term licenses on public timberlands in Canada. Timberlands grows, harvests and sells logs and standing timber, and offers recreational access.
Manufactures structural lumber, oriented strand board and engineered wood through Wood Products, then distributes them alongside building materials from other manufacturers. An integrated footprint connects forest management, logistics, manufacturing and customer delivery across the United States and Canada.
Monetizes land through Strategic Land Solutions, whose Real Estate, Natural Resources and Climate Solutions businesses cover land sales, resource rights, renewable-energy leases, carbon projects and conservation transactions. All three segments are tied closely to U.S. housing; most REIT income comes from timberlands, while taxable subsidiaries include Wood Products and portions of the other segments.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Jul 10, 2026 | Raymond James | Upgrade | Target: $39 | Target: $30 |
| Apr 23, 2026 | CIBC | Target | Target: — | Target: $28 |
| Feb 2, 2026 | Truist Financial | Target | Target: $28 | Target: $29 |
| Jan 6, 2026 | Truist Financial | Target | Target: $27 | Target: $28 |
| Dec 12, 2025 | New Street | Target | Target: — | Target: $28 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $527.0M · Total debt $5.43B · Total assets $16.51B · Shareholders' equity $9.46B
- Revenue
- $1.87B
- Operating income
- $223.0M
- Net income
- $162.0M
HistoryDividendAnnual yield
| Institutions | 91.77% | 661.43M shares | |
|---|---|---|---|
| 927 holders · as of Jun 30, 2026 | |||
| Insiders | 0.22% | 1.59M shares | |
| 16 holders · as of Jun 4, 2026 | |||
| Other | 8.01% | 57.72M shares | |
| remainder | |||
720.74M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
BlackRock, Inc.Institution | 9.64% | 69.46M | as of Jun 30, 2026 |
Vanguard Portfolio Management LLCInstitution | 8.43% | 60.74M | as of Jun 30, 2026 |
First Eagle Investment Management, LLCInstitution | 7.10% | 51.18M | as of Jun 30, 2026 |
Vanguard Capital Management LLCInstitution | 6.54% | 47.17M | as of Jun 30, 2026 |
Wellington Management Group LLPInstitution | 6.05% | 43.57M | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Feb 19, 2026 | Richard Beckwitt | director | +20,000 | $25.70 |
| Feb 20, 2026 | James Calvin O'Rourke | director | +4,000 | $25.35 |
| Feb 3, 2026 | Brian K. Chaney | officer: Senior Vice President | −11,157 | $25.82 |
| Dec 17, 2025 | Sara Grootwassink Lewis | director | +4,500 | $23.61 |
| Dec 15, 2025 | Devin W. Stockfish | director, officer: President and CEO | −90,162 | $23.33 |
- West Fraser Timber
Broad overlap in lumber, OSB and engineered wood
- Rayonier
Timberland REIT peer with land-resource and sawmill overlap
- Boise Cascade
EWP, plywood, and distribution peer in building products
- Louisiana-Pacific
OSB and engineered siding overlap structural panels
- BlueLinx
Wholesale channel overlap in lumber, panels, and engineered wood
- UFP Industries
Downstream overlap in lumber conversion and housing components
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Weyerhaeuser | $21.29 | +1.31% | $15.15B | 31.8 | 50.5 | 2.2 | −0.9% |
| West Fraser Timber | $73.95 | +2.57% | $5.48B | — | 820.2 | 1.1 | −7.9% |
| Rayonier | $20.21 | +0.87% | $3.10B | 41.4 | 34.2 | 3.2 | +272.3% |
| Boise Cascade | $78.59 | +3.87% | $2.66B | 25.6 | 17.9 | 0.4 | +5.2% |
| Louisiana-Pacific | $66.96 | +2.94% | $4.54B | 82.3 | 37.8 | 1.8 | −12.1% |
| BlueLinx | $78.95 | +4.56% | $587.6M | — | 42.0 | 0.2 | +4.4% |
| UFP Industries | $82.45 | +2.72% | $4.53B | 18.5 | 16.2 | 0.7 | +2.6% |
| Median | 33.5 | 36.0 | 0.9 | +3.5% |