Weyerhaeuser (WY) trades at just 66% of net asset value, reflecting market pessimism over timber and lumber headwinds. Industry supply-demand equilibrium is nearing restoration, with mill closures and curtailments setting the stage for margin recovery and market share gains for WY. WY targets $1B incremental EBITDA by 2030 through strategic land sales, biocarbon initiatives, and high-yield TimberStrand investments, even at flat product pricing.

seekingalpha.com - 2026-07-01 13:30:34

Webcast and conference call on July 31 at 7 a.m. PT (10 a.m.

prnewswire.com - 2026-06-25 16:30:00

Weyerhaeuser, Trex and Worthington have been highlighted in this Industry Outlook article.

zacks.com - 2026-06-23 05:45:10

More infrastructure spending, a focus on product innovation and efficient cost management are encouraging for the Zacks Building Products - Wood industry players like WY, TREX and WOR despite a challenging macroeconomic backdrop.

zacks.com - 2026-06-19 12:05:42

Program provides grants for rural fire districts, offers firefighter mental health resources SEATTLE, June 17, 2026 /PRNewswire/ -- Weyerhaeuser Company (NYSE: WY) today announced the fifth year of its Fighting Fires Together campaign, combining the company's wildfire management and community support efforts across Oregon. The campaign unifies support for rural fire districts, wildfire response partnerships, and resources that strengthen firefighter and community resilience in fire-prone areas of the state.

prnewswire.com - 2026-06-17 16:30:00

Weyerhaeuser Company (WY) Presents at Nareit REITweek: 2026 Investor Conference Transcript

seekingalpha.com - 2026-06-02 11:32:15

Weyerhaeuser owns 11 million irreplaceable U.S. timberland acres, operates North America's most profitable lumber business, and offers a 3.5% dividend yield. WY's Q1'26 marked a sharp inflection, with adjusted EBITDA up 120% sequentially and EPS beating consensus by 120%, signaling early recovery in lumber pricing. Canadian lumber tariffs structurally tighten U.S. supply, positioning WY as the purest domestic beneficiary when housing demand normalizes and prices recover.

seekingalpha.com - 2026-05-28 07:15:00

Weyerhaeuser remains pressured by weak residential construction, with shares underperforming and macro headwinds limiting near-term upside. Timberlands and Wood Products segments face ongoing volume and pricing challenges, though lumber realizations have recently improved, and supply-side responses may stabilize markets. Balance sheet leverage is elevated at 5.1x, with free cash flow constrained by capex for a new EWP facility; dividend yield of 3.6% appears secure.

seekingalpha.com - 2026-05-23 22:04:32

SEATTLE, May 19, 2026 /PRNewswire/ -- Devin W. Stockfish, president and chief executive officer, and David M.

prnewswire.com - 2026-05-19 16:30:00

SEATTLE, May 14, 2026 /PRNewswire/ -- Weyerhaeu ser Company  (NYSE: WY) today announced that its board of directors declared a quarterly base cash dividend of $0.21 per share on the common stock of the company, payable in cash on June 22, 2026, to holders of record of such common stock as of the close of business on June 5, 2026. Under Weyerhaeuser's cash return framework, the company expects to supplement its quarterly base cash dividend, as appropriate, with an additional return of variable cash to achieve a targeted total return to shareholders of 75 to 80 percent of annual Adjusted Funds Available for Distribution (Adjusted FAD).

prnewswire.com - 2026-05-14 20:28:00

GAAP Earnings: $156 million or $0.22 per diluted share.Net Sales: $1.7 billion.Adjusted Earnings (Excluding Special Items): $77 million or $0.11 per diluted sh

gurufocus.com - 2026-05-02 02:03:00

Weyerhaeuser Company (WY) Q1 2026 Earnings Call Transcript

seekingalpha.com - 2026-05-01 14:51:32

Weyerhaeuser Company WY reported mixed first-quarter 2026 results with adjusted earnings topping the Zacks Consensus Estimate, while the revenues marginally missed the same. Year over year, the bottom line remained flat while the top line declined.

zacks.com - 2026-05-01 10:11:20

While the top- and bottom-line numbers for Weyerhaeuser (WY) give a sense of how the business performed in the quarter ended March 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

zacks.com - 2026-04-30 21:00:16

Weyerhaeuser (WY) came out with quarterly earnings of $0.11 per share, beating the Zacks Consensus Estimate of $0.04 per share. This compares to earnings of $0.11 per share a year ago.

zacks.com - 2026-04-30 18:30:14

SEATTLE, April 30, 2026 /PRNewswire/ -- Weyerhaeuser Company (NYSE: WY) today reported its first quarter 2026 financial results. The company's earnings release and associated materials are available on the Investors section of the company's website, www.weyerhaeuser.com.

prnewswire.com - 2026-04-30 16:15:00

Moving into the upcoming earnings phase, the construction sector of the United States seems to be in a state of conjecture, with strong public construction demand trends counterbalancing the weak housing market. Increasing power demand is stimulating growth in public project demand, while rising mortgage rates and weak consumer sentiment are muting housing demand and starts.

zacks.com - 2026-04-29 11:16:06

WY heads into Q1 earnings with lumber pricing improving, OSB still soft and housing demand muted, while land-based businesses help cushion results.

zacks.com - 2026-04-28 14:36:09

Weyerhaeuser Company remains a Buy at ~$25, offering a unique REIT structure with leveraged exposure to lumber price recovery. WY's share price has underperformed due to high interest rates and declining lumber prices, but upside potential exists as rates and wood prices normalize. Dividend yield stands at 3.39%, attractive versus equities but low for REITs; future dividend growth depends on lumber demand and rate cuts.

seekingalpha.com - 2026-04-27 13:42:04

Weyerhaeuser is pursuing autonomous logging equipment and hopes to double its profits by 2030 independent of any increase in lumber prices.

wsj.com - 2026-04-23 11:45:00

Weyerhaeuser (WY) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

zacks.com - 2026-04-23 11:03:46

KENORA, Ontario, April 17, 2026 (GLOBE NEWSWIRE) -- The United Steelworkers (USW) are proud to welcome 147 new members following a strong organizing victory at Weyerhaeuser in Kenora, Ont. Workers voted overwhelmingly in favour of joining the union with 97% support.

globenewswire.com - 2026-04-17 09:40:00

Weyerhaeuser (WY) is upgraded to a BUY with a $27/share price target, reflecting a 15% annualized upside from current levels. WY's valuation is compelling, trading at a >40% NAV discount, with timberland assets undervalued at sub-$2,000/acre despite cyclical headwinds. Current headwinds—weak US housing demand, low lumber prices, and elevated leverage—are seen as transitory, not indicative of long-term value.

seekingalpha.com - 2026-04-16 12:33:04