Weyerhaeuser Company (WY)

Weyerhaeuser's stock experienced a decline of 10.22% between January 13, 2025, and January 9, 2026, with a 52-week range between $21.16 and $31.66. In December 2025, Weyerhaeuser outlined its strategy to accelerate growth and drive significant value creation at an Investor Day and announced an agreement with Aymium to scale the biocarbon market. Rick Beckwitt was appointed to the Board of Directors, and the company declared a dividend on common shares. In October 2025, Weyerhaeuser reported its third-quarter results and provided an update on Timberlands portfolio optimization actions and announced an investment in a West Virginia community. In September 2025, Weyerhaeuser completed the sale of its Princeton, B.C., Lumber Mill to Gorman Group. In July 2025, Weyerhaeuser reported its second-quarter results. Throughout the period, analysts maintained or reiterated ratings, and Truist raised Weyerhaeuser's price target. The company's performance is closely tied to the housing market, with expectations of future housing demand boosting revenue.

Demand for Weyerhaeuser's products and services exhibits seasonality, largely influenced by the housing market and weather patterns. In the South, the company anticipates higher fee harvest volumes, though this can be partly offset by seasonally increased forestry and road expenses. In the North, fee harvest volumes are typically down in the first quarter due to spring break-up conditions. The company expects increased sales volumes for lumber and sales realizations for engineered wood products during certain periods, though these can be offset by higher raw material costs and lower operating rates for OSB due to planned maintenance outages. Earnings and adjusted EBITDA for the Real Estate, Energy and Natural Resources segment can be moderately down sequentially due to the timing of real estate transactions.

Weyerhaeuser Co. is an American timberland company operating as a REIT, specializing in the manufacture, distribution, and sale of forest products. Its business is segmented into Timberlands, Real Estate, Energy and Natural Resources (Real Estate & ENR), and Wood Products. The company's major products include wood products such as lumber, structural panels, engineered wood products, oriented strand board (OSB), plywood, and medium density fiberboard (MDF). It also deals in forestry products like trees, logs, and woodchips, and offers recreational access via leases. Its Real Estate & ENR segment involves sales of timberlands and rights to explore for and extract hard minerals, oil, gas, and coal.

Weyerhaeuser owns or controls approximately 10.4 million to 12.2 million acres of timberlands primarily across the United States and manages an additional 14 million acres of timberlands under long-term licenses in Canada. The United States accounts for 86.3% of net sales, Canada for 7.7%, Japan for 3.6%, China for 1.3%, and Korea for 0.3%, with other regions making up the remaining 0.8%. Weyerhaeuser operates 17 manufacturing facilities across North America.

Weyerhaeuser has a long-standing reputation as a leader in sustainable forest management and wood product manufacturing. The company's sustainability strategy, launched in 2020, focuses on contributing to climate change solutions, providing sustainable homes, and helping rural communities thrive. In December 2024, the company released its "Nature Perspective," which outlines its approach to identifying, communicating, and disclosing nature-related performance and goals. There is increased investor interest in companies within the forest management and wood products sectors due to the climate and nature-related benefits these businesses generate.

Institutional investors hold approximately 73.88% to 90.1% of Weyerhaeuser Co.'s stock, with major holders including Vanguard Group Inc., BlackRock, Inc., and Wellington Management Group Llp. Individual insiders own approximately 0.308% to 0.34% of the company's stock. Recent insider trading activity shows that insiders have bought more shares than they have sold in the past three months, with Sara Lewis, a Member of the Board of Directors, making purchases in December and August 2025.