Weyerhaeuser CompanyNYSE: WY
Real Estate · Timber REITs
$24.06
-1.88%
Vol: 8.1M
Research Digest
Friday, May 1, 2026
Weyerhaeuser beats Q1 estimates with 120% EBITDA jump; strong outlook for Q2-Q3
Weyerhaeuser reported Q1 2026 adjusted EPS of $0.11 vs. consensus estimate of $0.05, with net earnings of $156M on net sales of $1.7B. Results benefited from $192M Virginia timberlands divestiture, $94M conservation easement, and $21M product remediation recovery. Adjusted EBITDA up 120% QoQ. Company provided optimistic guidance with EPS forecasts of $0.06 for Q2 2026 and $0.11 for Q3 2026. Recent analyst activity shows CIBC raised PT to $28 from $27; Goldman Sachs, BMO Capital, and RBC Capital maintain Buy ratings. Stock up 1.68% over past week.
Previous Market Intelligence
13 daysApr 30Weyerhaeuser set to report Q1 2026 earnings today with analyst upgrades as company pursues $1.5B EBITDA growth targetPositive▶
Weyerhaeuser is scheduled to report Q1 2026 earnings on April 30, 2026, with expected $0.04 EPS and $1.73B revenue. Recent analyst upgrades include: CIBC raised price target to $28 from $27 (April 23) and BMO Capital issued Buy rating (April 20). Stock consensus is Buy with $28.86 average price target (17.08% upside). The REIT announced investment of $1M in Buckhannon, West Virginia through its THRIVE program. Company pursues ambitious $1.5B incremental EBITDA by 2030 and aims to double profits by 2030 independent of lumber price increases.
Apr 16Truist cuts price target to $28 from $29; Q1 earnings April 30 expected to show profit pressureNeutral▶
Weyerhaeuser had price target reduced by Truist to $28.00 from $29.00 on April 15, 2026, with Hold rating maintained. Stock trading at $24.35, down $0.44 on the day. Analyst consensus Buy with $28.86 12-month PT suggesting 18.64% upside. Q1 earnings release April 30 after close with webcast May 1 at 7 a.m. PT. Market faces headwinds from construction costs and tariff uncertainty.
Apr 15Weyerhaeuser reports 2025 earnings decline of 18% to $324 million but analysts remain cautiously optimistic on future growth.Neutral▶
Weyerhaeuser generated $6.9 billion in net sales during 2025 with earnings of $324 million, down 18% year-over-year, reflecting tough market conditions. The company faces headwinds from high construction costs and tariff uncertainties impacting demand. Analysts remain cautiously optimistic about future earnings growth and valuation. WY announced $0.21 quarterly dividend. Company is pursuing a venture to convert runty trees and sawdust into metallurgical coal replacement.
Apr 14Weyerhaeuser Q1 2026 results due April 30; analyst consensus Buy with $29 price target.Positive▶
Weyerhaeuser will release Q1 2026 results after market close on April 30 with webcast/conference call May 1 at 7 a.m. PT. Goldman Sachs maintained Buy rating on April 10. Analyst consensus rates WY as Buy with $29 12-month price target (16.84% upside). The company faces challenges from high construction costs and tariff uncertainties.
Apr 13Weyerhaeuser scheduled Q1 earnings release April 30 with Buy rating from analysts despite near-term caution.Positive▶
Weyerhaeuser Company will release Q1 2026 results April 30 after market close. Goldman Sachs maintained Buy rating April 10, Bank of America held Hold rating April 6. Company reported 2025 net earnings of $324 million and raised quarterly dividend 5% to $0.21.
Apr 10Weyerhaeuser rebrands Strategic Land segment; Q1 2026 earnings scheduled April 30 with challenging FFO outlook.Neutral▶
Weyerhaeuser rebranded its Strategic Land segment on March 26, 2026. Q1 2026 results scheduled for April 30 after market close with conference call May 1. Stock trading at $24.43. Bank of America Securities maintained Hold rating April 6. Analysts project significant 218.2% drop in FFO but maintain Moderate Buy rating.
Apr 9Weyerhaeuser Q1 2026 earnings due April 30; lumber market challenges persist despite dividend growthNeutral▶
Weyerhaeuser will release Q1 2026 results April 30 after market close with May 1 webcast at 10am ET. 2025 net sales fell 3.07% to $6.91B; earnings down 18.18% to $324M reflecting lumber market challenges. Declared $0.21 dividend (ex-March 10). 7 analysts rate Buy with $29.0 PT (23.93% upside). Analyst consensus suggests potential growth from housing initiatives despite recent underperformance vs. real estate sector. Company previewed engineered wood products at February NAHB builders show; completed sale of Princeton BC lumber mill to Gorman Group (September 2025). Timberland holdings (10M+ acres US, Canada public licenses) provide asset base.
Apr 8Weyerhaeuser announces 32nd consecutive annual dividend increase, engineering wood launchPositive▶
Weyerhaeuser declared $0.21/share quarterly dividend, marking 32nd consecutive increase. Previewed next-gen flooring at industry event Feb 17. FY2025 revenue $6.91B (-3.07%), earnings $324M (-18.18%). Analyst consensus Buy with $29 target (+23.93%).
Apr 7Weyerhaeuser navigates market challenges; pension lawsuit complaint dismissed with standing.Neutral▶
Weyerhaeuser (WY) generated $6.9B net sales in 2025 with ~9,500 employees. U.S. district judge tossed pension risk transfer complaint but granted plaintiffs standing to amend/refile. Plant explosion at Columbia Falls facility reported. Analysts maintain moderately bullish outlook. Stock perceived as undervalued with 23.93% upside (PT $29.0). Recent dividend: $0.21 (ex-date Mar 10). Rating: Buy.
Apr 6Weyerhaeuser launched venture converting sawdust into metallurgical coal replacement.Positive▶
Weyerhaeuser announced new venture transforming sawdust and runty trees into metallurgical coal substitute for steel production. Company appointed Richard Beckwitt as new leader in November 2025. 2025 revenue declined 3.07% to $6.91B. Stock up 1.76% recently. Analysts maintain Buy rating with $29.0 12-month target.
Apr 3No significant overnight updatesNeutral▶
No material news in the last 48 hours.
Apr 2No significant overnight updatesNeutral▶
Weyerhaeuser is set to report Q1 2026 earnings on April 30 with analysts projecting 72.7% decline in diluted FFO. Q4 2025 revenue of $1.5B missed estimates but adjusted FFO of $0.09 met estimates. Stock closed at $24.20 on April 1 with 11.78% decline over 52 weeks. Company announced quarterly dividend of $0.21 per share.
Apr 1No significant overnight updatesNeutral▶
No material news in the last 48 hours.
Sector Peers
| Company | Price | Day | 1M | Fwd P/E | Beta | Mkt Cap |
|---|---|---|---|---|---|---|
| WYWEYERHAEUSER | $24.06 | -1.88% | +1.3% | 36.1x | 1.00 | $17.7B |
| WELLWELLTOWER | $217.35 | +0.00% | +8.2% | 66.1x | — | $153.2B |
| PLDPROLOGIS | $141.40 | -0.43% | +7.3% | 41.8x | 1.41 | $132.4B |
| EQIXEQUINIX | $1,082.36 | -0.04% | +6.6% | 49.5x | 1.00 | $106.8B |
| AMTAMERICAN | $181.72 | -0.54% | +3.7% | 26.4x | 0.93 | $85.1B |
| SPGSIMON | $202.41 | -0.64% | +7.1% | 29.5x | 1.40 | $77.5B |
Key Fundamentals
RSI (14-Day)
52-Week Range
Moving Averages
Price below 200d MA — bearish structure.