Weyerhaeuser Company (WY)

Weyerhaeuser's stock price has decreased by 6.89% over the past six months and 10.23% over the last 12 months. In Q1 2026, Weyerhaeuser reported GAAP earnings of $156 million on net sales of $1.7 billion. Weyerhaeuser completed the divestiture of non-core timberlands in Virginia for $192 million in February 2026. In April 2026, the company received $22 million from the transfer of timber licenses in British Columbia. In October 2025, the company completed the divestiture of 28,000 acres of timberlands in coastal Oregon for $190 million and entered an agreement to sell approximately 86,000 acres in Georgia and Alabama for $220 million. Also in October 2025, Weyerhaeuser completed acquisitions of 117,000 acres of timberlands in North Carolina and Virginia for $364 million and 10,000 acres in Washington for $95 million. In February 2026, Weyerhaeuser previewed new engineered wood products, AeroStrand and ProPanel, at the International Builders' Show. The company also expanded its distribution footprint in Q1 2026 by opening a new location in Billings, Montana, and announcing a new facility in Gallatin, Tennessee. Lumber and OSB prices saw an upward trajectory early in Q1 2026, with lumber realizations increasing 13% sequentially and OSB adjusted EBITDA improving.

Demand for Weyerhaeuser's wood products exhibits seasonality, typically improving leading into the spring building season. The company anticipates that sales volumes across all Wood Products businesses will increase seasonally in the second quarter, which can lead to higher pricing for these commodity products.

Weyerhaeuser Company is an American timberland company operating as a real estate investment trust. The company operates in three segments: Timberlands, Wood Products, and Real Estate, Energy & Natural Resources. The Timberlands segment grows and harvests trees. The Wood Products segment manufactures and distributes building materials. The Real Estate, Energy & Natural Resources segment focuses on monetizing lands and capturing value from resources, including real estate development, energy, and natural resources. Weyerhaeuser also engages in climate solutions.

Weyerhaeuser owns approximately 10.4 million acres of timberlands in the U.S., located across 17 states. These include 2.5 million acres in the Western U.S., 6.8 million acres in the Southern U.S., and 1.2 million acres in the Northern U.S. Additionally, Weyerhaeuser manages an estimated 14 million acres of timberlands under long-term licenses in Canada. The company also has manufacturing facilities in both the United States and Canada. Historically, Weyerhaeuser has expanded into South America, Australia, and Asia.

Weyerhaeuser has a long-standing reputation for responsible corporate citizenship and is recognized as a global leader in sustainability. The company manages 100% of its timberlands on a fully sustainable basis and is certified to the SFI Forest Management standard. They emphasize growing, harvesting, and replanting trees on a continuous cycle, planting approximately 150 million seedlings annually. No specific events negatively impacted Weyerhaeuser Co. (WY)'s brand reputation in the past year were found.

Weyerhaeuser's ownership is predominantly institutional, with institutional investors and hedge funds holding a significant majority of the company's shares. Major institutional owners include Vanguard Group Inc. and BlackRock, Inc. Individual and insider ownership represents a smaller fraction of the total stakeholders. John I. Kieckhefer is noted as a large individual shareholder.