24,729 Weyerhaeuser Company $WY Shares Sold by SFE Investment Counsel

SFE Investment Counsel lowered its stake in shares of Weyerhaeuser Company (NYSE:WY) by 12.5% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 173,510 shares of the real estate investment trust’s stock after selling 24,729 shares during the period. SFE Investment Counsel’s holdings in Weyerhaeuser were worth $3,305,000 at the end of the most recent quarter.

A number of other hedge funds also recently modified their holdings of the stock. First Eagle Investment Management LLC raised its stake in shares of Weyerhaeuser by 10.6% in the second quarter. First Eagle Investment Management LLC now owns 51,179,282 shares of the real estate investment trust’s stock valued at $1,225,232,000 after buying an additional 4,885,818 shares during the period. Wellington Management Group LLP lifted its holdings in Weyerhaeuser by 14.3% during the 2nd quarter. Wellington Management Group LLP now owns 43,574,118 shares of the real estate investment trust’s stock worth $1,043,164,000 after purchasing an additional 5,437,685 shares in the last quarter. State Street Corp grew its position in Weyerhaeuser by 3.3% during the second quarter. State Street Corp now owns 34,298,957 shares of the real estate investment trust’s stock worth $821,117,000 after buying an additional 1,106,553 shares in the last quarter. Bank of New York Mellon Corp purchased a new stake in Weyerhaeuser in the second quarter valued at approximately $468,969,000. Finally, Arrowstreet Capital Limited Partnership boosted its holdings in shares of Weyerhaeuser by 11.5% in the 1st quarter. Arrowstreet Capital Limited Partnership now owns 6,212,273 shares of the real estate investment trust’s stock worth $151,766,000 after purchasing an additional 639,334 shares in the last quarter. Institutional investors own 82.99% of the company’s stock.

Weyerhaeuser Trading Up 3.3%

Shares of WY stock opened at $20.40 on Friday. The company has a debt-to-equity ratio of 0.56, a current ratio of 1.82 and a quick ratio of 1.15. The company has a market cap of $14.70 billion, a price-to-earnings ratio of 32.90, a PEG ratio of 2.50 and a beta of 0.92. Weyerhaeuser Company has a 1 year low of $18.25 and a 1 year high of $27.75. The firm has a fifty day moving average price of $20.87 and a 200-day moving average price of $23.69.

Weyerhaeuser (NYSE:WY) last released its earnings results on Thursday, October 29th. The real estate investment trust reported $0.08 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.04 by $0.04. Weyerhaeuser had a net margin of 6.47% and a return on equity of 1.72%. The company had revenue of $1.86 billion during the quarter, compared to analyst estimates of $1.92 billion. During the same period in the prior year, the firm posted $0.12 EPS. The firm’s quarterly revenue was up 8.4% compared to the same quarter last year. As a group, equities analysts predict that Weyerhaeuser Company will post 0.27 earnings per share for the current year.

Weyerhaeuser Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Friday, September 18th. Investors of record on Friday, September 4th were issued a $0.21 dividend. The ex-dividend date of this dividend was Friday, September 4th. This represents a $0.84 dividend on an annualized basis and a yield of 4.1%. Weyerhaeuser’s payout ratio is currently 135.48%.

More Weyerhaeuser News

Here are the key news stories impacting Weyerhaeuser this week:

• Positive Sentiment: Weyerhaeuser reported third-quarter adjusted earnings of $0.08 per share, exceeding analyst estimates of roughly $0.04–$0.05. Net sales totaled $1.862 billion, while adjusted EBITDA increased to $248 million from $217 million a year earlier. Weyerhaeuser Beats Q3 Earnings and Revenue Estimates
• Positive Sentiment: The Timberlands segment was the key driver of quarterly performance. Management expects fourth-quarter Timberlands earnings before special items and adjusted EBITDA to be comparable with the third quarter, suggesting continued resilience in the company’s largest business. Weyerhaeuser Reports Third-Quarter Net Earnings
• Positive Sentiment: Weyerhaeuser agreed to sell approximately 81,000 acres of non-core Arkansas timberlands for $146 million, with closing expected in the fourth quarter. The transaction could improve portfolio focus and provide additional liquidity. The company also began construction on a biocarbon facility and two solar sites, supporting its long-term sustainability and land-use strategy. Weyerhaeuser Reports Third-Quarter Results
• Neutral Sentiment: Revenue increased 8.4% year over year, but net earnings declined to $61 million from $80 million and sales were slightly below consensus expectations. Cash flow from operations was $193 million. Weyerhaeuser Reports Third Quarter 2026 Results
• Negative Sentiment: Wood Products margins and the fourth-quarter outlook remain pressured, tempering the earnings beat. Investors may continue to watch housing demand, lumber pricing and operating costs for evidence of a broader recovery. Weyerhaeuser Q3 Earnings and Outlook

Wall Street Analysts Forecast Growth

A number of research firms have recently weighed in on WY. Royal Bank Of Canada dropped their target price on shares of Weyerhaeuser from $30.00 to $25.00 and set an “outperform” rating for the company in a report on Friday, October 16th. Weiss Ratings cut shares of Weyerhaeuser from a “hold (c)” rating to a “hold (c-)” rating in a research report on Friday, October 2nd. Bank of America raised shares of Weyerhaeuser from a “neutral” rating to a “buy” rating and dropped their price objective for the stock from $28.00 to $25.00 in a research note on Wednesday, October 14th. Raymond James Financial upgraded shares of Weyerhaeuser from an “outperform” rating to a “strong-buy” rating and set a $30.00 price objective on the stock in a report on Friday, July 10th. Finally, Citigroup lowered their target price on shares of Weyerhaeuser from $29.00 to $21.00 and set a “buy” rating for the company in a report on Monday, October 5th. One investment analyst has rated the stock with a Strong Buy rating, eight have assigned a Buy rating and three have issued a Hold rating to the company’s stock. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $26.00.

Weyerhaeuser Company Profile

Weyerhaeuser (NYSE: WY) is a real estate investment trust focused on timberlands and wood products. The company owns or controls approximately 10.4 million acres of timberlands in the United States and manages additional timberlands under long-term licenses. Its operations are concentrated in major timber-producing regions, including the Pacific Northwest, the South and the Western United States.

Weyerhaeuser’s principal products include lumber, engineered wood products, structural panels and other materials used in residential and commercial construction.