Weyerhaeuser Company (WY)
Zacks Industry Outlook Weyerhaeuser, Trex and Worthington
Weyerhaeuser, Trex and Worthington have been highlighted in this Industry Outlook article.
Weyerhaeuser Company (WY) Presents at Nareit REITweek: 2026 Investor Conference Transcript
Weyerhaeuser Company (WY) Presents at Nareit REITweek: 2026 Investor Conference Transcript
Weyerhaeuser: An Irreplaceable Timber Giant Poised For The Housing Rebound
Weyerhaeuser owns 11 million irreplaceable U.S. timberland acres, operates North America's most profitable lumber business, and offers a 3.5% dividend yield. WY's Q1'26 marked a sharp inflection, with adjusted EBITDA up 120% sequentially and EPS beating consensus by 120%, signaling early recovery in lumber pricing. Canadian lumber tariffs structurally tighten U.S. supply, positioning WY as the purest domestic beneficiary when housing demand normalizes and prices recover.
Weyerhaeuser: An End To The Downturn Is In Sight (Rating Upgrade)
Weyerhaeuser remains pressured by weak residential construction, with shares underperforming and macro headwinds limiting near-term upside. Timberlands and Wood Products segments face ongoing volume and pricing challenges, though lumber realizations have recently improved, and supply-side responses may stabilize markets. Balance sheet leverage is elevated at 5.1x, with free cash flow constrained by capex for a new EWP facility; dividend yield of 3.6% appears secure.
Weyerhaeuser (WY) Q1 Earnings: How Key Metrics Compare to Wall Street Estimates
While the top- and bottom-line numbers for Weyerhaeuser (WY) give a sense of how the business performed in the quarter ended March 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Weyerhaeuser Set to Report Q1 Earnings: Key Factors to Watch
WY heads into Q1 earnings with lumber pricing improving, OSB still soft and housing demand muted, while land-based businesses help cushion results.
Weyerhaeuser And Lumber: An Opportunity
Weyerhaeuser Company remains a Buy at ~$25, offering a unique REIT structure with leveraged exposure to lumber price recovery. WY's share price has underperformed due to high interest rates and declining lumber prices, but upside potential exists as rates and wood prices normalize. Dividend yield stands at 3.39%, attractive versus equities but low for REITs; future dividend growth depends on lumber demand and rate cuts.
America's Largest Landowner Is Using AI to Digitize the Forest
Weyerhaeuser is pursuing autonomous logging equipment and hopes to double its profits by 2030 independent of any increase in lumber prices.
Weyerhaeuser (WY) Expected to Beat Earnings Estimates: Should You Buy?
Weyerhaeuser (WY) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Weyerhaeuser: Upside Possible For 2026 Before Q1
Weyerhaeuser (WY) is upgraded to a BUY with a $27/share price target, reflecting a 15% annualized upside from current levels. WY's valuation is compelling, trading at a >40% NAV discount, with timberland assets undervalued at sub-$2,000/acre despite cyclical headwinds. Current headwinds—weak US housing demand, low lumber prices, and elevated leverage—are seen as transitory, not indicative of long-term value.
Weyerhaeuser Company (WY) Presents at Citi's Miami Global Property CEO Conference 2026 Transcript
Weyerhaeuser Company (WY) Presents at Citi's Miami Global Property CEO Conference 2026 Transcript
Weyerhaeuser Q4 Loss Narrower Than Estimates, Revenues Miss, Stock Down
WY Q4 loss narrows and revenues miss estimates as wood products pricing weakened amid tough market conditions.
