Weyerhaeuser Company (WY)

Over the past six months, Weyerhaeuser's stock price declined by 17.29% to $25.31 as of July 18, 2025. Key events include the Q4 2024 earnings release on January 30, 2025, where the stock increased by 1.4% despite lower profitability. On February 13, 2025, the company announced a 5% increase in its quarterly dividend, and on May 8, 2025, authorized a $1 billion share repurchase program. The share price decreased by 7% in the last quarter, coinciding with lower profitability and a broader market downturn. Weyerhaeuser announced an agreement to acquire approximately 117,000 acres of timberlands on May 22, 2025, and plans to sell its Princeton, B.C., Lumber Mill on May 21, 2025. The Q2 2025 earnings release is scheduled for July 24, 2025.

Demand for Weyerhaeuser's products is influenced by seasonal factors tied to the housing and construction markets. Demand softens in winter, improves in the spring, and stabilizes in the summer. The company's profitability is closely tied to housing starts, and falling short-term interest rates could boost new home construction. The repair and remodeling sector is also expected to return to historical growth trends.

Weyerhaeuser Co. is a manufacturer of wood products and operates as a REIT. The company grows and harvests trees and manufactures forest products, including structural lumber, engineered I-joists, softwood plywood, and OSB. These products are used in residential, industrial, and commercial markets. Weyerhaeuser also focuses on timberlands, real estate, energy, and natural resources, including logs, timber, recreational leases, and sales of timberlands and rights for mineral extraction. Additionally, the company is involved in pulp and paper production, containerboard and packaging solutions, and real estate development.

Weyerhaeuser owns approximately 10.4 million acres of timberlands in the United States and manages 14 million acres in Canada. The company operates manufacturing facilities in the U.S. and Canada, with a market presence across North America, South America, Europe, and Asia. Its U.S. timberlands are located across 19 states, and the company is headquartered in Seattle, Washington.

Weyerhaeuser has a reputation as a global leader in sustainability, managing its timberlands on a fully sustainable basis. The company collaborated with The Nature Conservancy to advance the understanding of forests' contribution to climate mitigation. Weyerhaeuser partnered with the Firefighter Behavioral Health Alliance for the fourth consecutive year to provide mental health resources for wildland firefighters. In 2024, the company's Natural Climate Solutions business generated $55 million in operating income, highlighting their commitment to environmental credits.

Weyerhaeuser has a mixed ownership structure, including institutional, retail, and individual investors. Institutional investors hold a significant portion of the stock, ranging from approximately 50.43% to 89.26%, with major holders including Vanguard Group Inc. and BlackRock, Inc. Individual investors hold around 12.90% to 27.92% of the stock, with John I. Kieckhefer being the largest individual shareholder. Insiders own a smaller percentage, around 0.33% to 1.62%, and insider trading activity has shown net selling in the past 12 months.