Weyerhaeuser Company Website

Weyerhaeuser Company

NYSE-WY

Company Overview

Weyerhaeuser Company, one of the world's largest private owners of timberlands, began operations in 1900. We own or control approximately 11 million acres of timberlands in the U.S. and manage additional timberlands under long-term licenses in Canada. We manage these timberlands on a sustainable basis in compliance with internationally recognized forestry standards. We are also one of the largest manufacturers of wood products in North America. Our company is a real estate investment trust. In 2020, we generated $7.5 billion in net sales and employed approximately 9,400 people who serve customers worldwide. We are listed on the Dow Jones Sustainability North America Index. Our common stock trades on the New York Stock Exchange under the symbol WY.

  • Name

    Weyerhaeuser Company

  • CEO

    Devin W. Stockfish

  • Website

    www.weyerhaeuser.com

  • Sector

    Specialized REITs

  • Year Founded

    1900

Company Statistics

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Bulls Say

  • Weyerhaeuser’s growing mill capacity in the southeastern US will reduce its exposure to export taxes and trade disputes, allowing increased profit generation.

  • A continued shift from plywood to OSB in single-family housing should provide a strong tailwind for Weyerhaeuser’s sizable engineered wood products business.

  • Weyerhaeuser's Pacific Northwest timberlands are immensely productive. The region is well positioned to benefit from a shortfall in Canadian log supplies (a consequence of curtailments in British Columbia) and rising wood demand from Asia.

Bears Say

  • Weyerhaeuser’s reliance on lumber profitability could put the firm at risk during times of economic weakness.

  • US homebuyers could continue a shift toward multifamily units rather than single family, causing wood product demand to decline.

  • Recent spikes in timberland prices could limit Weyerhaeuser’s ability to grow its portfolio and force the firm to overpay for timberland acquisitions.

Source: Morningstar Analysis - Oct 22, 2025

What's happening

Nov 13, 2025 - Dec 13, 2025

Weyerhaeuser Co Sees Strong Stock Performance Amid Strategic Initiatives

  • Weyerhaeuser Co targets $1.5 billion in incremental adjusted EBITDA by 2030 and plans to invest $250 million in climate solutions.
  • Investor confidence is bolstered by RBC's "Outperform" rating and a price target of $30 ahead of the company's Investor Day events.
  • Despite some bearish signals, WY outperformed both the S&P 500 and its sector peers during a mixed market period.

Over the past month, Weyerhaeuser Co (WY) experienced a notable increase of 4.2% in its stock price, significantly outperforming the S&P 500, which saw a slight decline of 0.2%. This positive trend was largely driven by several bullish developments announced by the company. A key highlight was Weyerhaeuser's ambitious target to achieve $1.5 billion in incremental adjusted EBITDA by 2030 while committing to invest $250 million in climate solutions and maintaining strong free cash flow returns.

The favorable momentum continued with reports from Barron's asserting that WY trades below the intrinsic value of its lumber assets, suggesting an attractive investment opportunity for potential buyers. This perception aligned with broader market sentiments regarding timber-related equities and further fueled interest in Weyerhaeuser’s stock during this period. Additionally, investor confidence was strengthened following RBC's reiteration of an "Outperform" rating along with a price target set at $30 ahead of upcoming Investor Day events.

Despite these positive indicators, there were some bearish elements impacting WY's performance as well. Notably, JPMorgan reduced its price target for Weyerhaeuser from $28 to $27 while maintaining an Overweight rating on November 17th; this may have created uncertainty among investors regarding future valuations. Furthermore, Richard Beckwitt’s appointment to Weyerhaeuser’s board raised questions about leadership transitions within the company; however, his extensive experience could also be seen as beneficial for long-term growth strategies.

Overall market conditions remained somewhat mixed during this timeframe; however, WY managed to maintain upward momentum amidst external pressures affecting other sectors within real estate and beyond. The Real Estate sector itself faced challenges but still highlighted WY’s resilience as it outperformed not only relative to major indices but also compared favorably against sector peers—Weyerhaeuser Co outperformed the Real Estate (XLRE) sector by 5.8%.

NYSE:WY