Weyerhaeuser Company (WY)

Weyerhaeuser Co.'s stock has been impacted by a challenging housing market and analyst adjustments. Citigroup lowered its price target for WY from $30.00 to $28.00, maintaining a "buy" rating. Multiple analysts lowered price targets since July 2025. The company released its second-quarter 2025 earnings, reporting EPS that topped estimates but with revenue down 3% year-over-year. The stock has declined 17% in value over the past year due to weakness in the housing market.

Demand for Weyerhaeuser's products, particularly lumber, exhibits seasonality, with construction projects decreasing in winter and increasing in spring. Lumber prices typically peak in the spring. Forestry and road costs are generally lower in the fourth quarter and anticipated to be moderately lower in the first quarter. Housing market trends are a critical driver, with over 70% of softwood lumber and structural panels in the U.S. used in residential construction.

Weyerhaeuser Co. is an American timberland company operating as a REIT, focusing on growing and harvesting trees and manufacturing forest products. The company operates within the Real Estate sector, specifically in REITs. Its products include structural lumber, engineered I-joists, softwood plywood, OSB, wood chips, hardwood lumber, and building products. Weyerhaeuser is also involved in land and resource management services, climate solutions, real estate, and energy and natural resources.

Weyerhaeuser owns approximately 10.4 to 12.4 million acres of timberlands in the U.S. and manages about 14 million acres in Canada under long-term licenses. The company has manufacturing facilities in the U.S. and Canada, with a global market presence in North America, South America, Europe, and Asia. The majority of its net sales come from the United States (86%), followed by Canada (7.5%), Japan (3.9%), and China (1.5%).

Weyerhaeuser has a long-standing reputation for responsible corporate citizenship and is recognized as a global leader in sustainability. The company has a sustainability strategy with commitments to 2030, focusing on climate change solutions, sustainable homes, and thriving rural communities. In September 2023, Weyerhaeuser received approval for its first Improved Forest Management carbon credit project in Maine. In October 2025, the company announced a $1 million investment in a West Virginia community. However, two employee fatalities in November 2023 led to an increased focus on safety.

Weyerhaeuser Co. is predominantly owned by institutional investors, holding between 74.1% and 82.99% of the stock. Individual ownership accounts for around 0.4%. Major institutional owners include Vanguard Group Inc., Wellington Management Group LLP, State Street Corp, Geode Capital Management LLC, Cohen & Steers, Price T Rowe Associates, and Norges Bank.