Weyerhaeuser
Owns timberlands and sells logs, structural wood products and land-use rights.
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Profile
Owns and manages U.S. timberlands, sells logs, and manufactures and distributes lumber, oriented strand board and engineered wood. Strategic Land Solutions monetizes real estate, natural resources and climate uses, while the REIT's integrated model and earnings remain closely tied to housing-driven wood demand.
Owns and manages private commercial timberlands across the United States and holds long-term licenses on public timberlands in Canada. Timberlands grows, harvests and sells logs and standing timber, and offers recreational access.
Manufactures structural lumber, oriented strand board and engineered wood through Wood Products, then distributes them alongside building materials from other manufacturers. An integrated footprint connects forest management, logistics, manufacturing and customer delivery across the United States and Canada.
Monetizes land through Strategic Land Solutions, whose Real Estate, Natural Resources and Climate Solutions businesses cover land sales, resource rights, renewable-energy leases, carbon projects and conservation transactions. All three segments are tied closely to U.S. housing; most REIT income comes from timberlands, while taxable subsidiaries include Wood Products and portions of the other segments.
Company facts
Categories
Key statistics
Year to date −0.7% · Average volume (30d) 4.9M
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Prior rating | Rating | Prior target | Target |
|---|---|---|---|---|---|---|
| Jul 10, 2026 | Raymond James | Upgrade | Buy | Strong Buy | $39 | $30 |
| Apr 23, 2026 | CIBC | Target | $28 | |||
| Feb 2, 2026 | Truist Financial | Target | $28 | $29 | ||
| Jan 6, 2026 | Truist Financial | Target | $27 | $28 | ||
| Dec 12, 2025 | New Street | Target | $28 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Jul 30, 2026Q2 FY26 | $0.08 | $0.13 | +67.3% | $1.85B | $1.87B | +1.0% | +6.51% |
| Apr 30, 2026Q1 FY26 | $0.04 | $0.11 | +175.0% | $1.72B | $1.73B | +0.5% | −2.16% |
| Jan 29, 2026Q4 FY25 | −$0.13 | −$0.09 | +30.8% | $1.57B | $1.54B | −1.8% | −0.58% |
| Oct 30, 2025Q3 FY25 | −$0.07 | $0.06 | +185.7% | $1.58B | $1.77B | +11.8% | −2.17% |
Financial highlights
| 12 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $1.76B | $1.88B | $1.77B | $1.54B | $1.73B | $1.87B | |
| Gross profit | $335.0M | $325.0M | $253.0M | $32.0M | $318.0M | $311.0M | |
| Operating income | $179.0M | $178.0M | $123.0M | −$15.0M | $247.0M | $223.0M | |
| Net income | $83.0M | $87.0M | $80.0M | $74.0M | $156.0M | $162.0M | |
| Diluted EPS | $0.11 | $0.12 | $0.11 | $0.10 | $0.22 | $0.23 | |
| Gross margin | 19.0% | 17.3% | 14.3% | 2.1% | 18.4% | 16.7% | |
| Operating margin | 10.2% | 9.4% | 7.0% | -1.0% | 14.3% | 11.9% |
Fiscal years (4-quarter sums)FY21 $10.20B · FY22 $10.18B · FY23 $7.67B · FY24 $7.12B · FY25 $6.95B
Revenue by product · Q2 FY26
Revenue by geography · Q2 FY26
Balance sheet, Jun 30, 2026Cash & short-term investments $527.0M · Total debt $5.43B · Total assets $16.51B · Shareholders' equity $9.46B
Dividends
Raised for 4 straight years — most recently to $0.21 from $0.20 in Mar 2025. To collect a payout, hold shares through the close before the ex-date.
History
| Ex-date | Record | Paid | Amount | Note |
|---|---|---|---|---|
| Jun 5, 2026 | Jun 5 | Jun 22 | $0.21 | |
| Mar 10, 2026 | Mar 10 | Mar 20 | $0.21 | |
| Nov 28, 2025 | Nov 28 | Dec 12 | $0.21 | |
| Aug 29, 2025 | Aug 29 | Sep 12 | $0.21 | |
| May 30, 2025 | May 30 | Jun 13 | $0.21 | |
| Mar 7, 2025 | Mar 7 | Mar 21 | $0.21 | raised from $0.20 |
| Nov 29, 2024 | Nov 29 | Dec 13 | $0.20 | |
| Aug 30, 2024 | Aug 30 | Sep 13 | $0.20 |
Ownership
Shares outstanding 721.04M · Float 717.69M · 99.5% free float
Insiders — no current Form 4 position.
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| BlackRock, Inc. | 69.46M | 9.63% | 13F | Aug 7, 2026 |
| Vanguard Portfolio Management LLC | 60.74M | 8.42% | 13F | Aug 13, 2026 |
| First Eagle Investment Management, LLC | 51.18M | 7.10% | 13F | Aug 24, 2026 |
| Vanguard Capital Management LLC | 47.17M | 6.54% | 13F | Aug 13, 2026 |
| Wellington Management Group LLP | 43.57M | 6.04% | 13F | Aug 14, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Feb 19, 2026 | Richard Beckwitt | director | +20,000 | $25.70 |
| Feb 20, 2026 | James Calvin O'Rourke | director | +4,000 | $25.35 |
| Feb 3, 2026 | Brian K. Chaney | officer: Senior Vice President | −11,157 | $25.82 |
| Dec 17, 2025 | Sara Grootwassink Lewis | director | +4,500 | $23.61 |
| Dec 15, 2025 | Devin W. Stockfish | director, officer: President and CEO | −90,162 | $23.33 |
Peers
- West Fraser Timber
Broad overlap in lumber, OSB and engineered wood
- Rayonier
Timberland REIT peer with land-resource and sawmill overlap
- Boise Cascade
EWP, plywood, and distribution peer in building products
- Louisiana-Pacific
OSB and engineered siding overlap structural panels
- BlueLinx
Wholesale channel overlap in lumber, panels, and engineered wood
- UFP Industries
Downstream overlap in lumber conversion and housing components
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Weyerhaeuser | $23.70 | +0.23% | $17.05B | 35.8 | 56.4 | 2.5 | −0.9% |
| West Fraser Timber | $67.67 | −0.25% | $5.14B | — | 3,768.9 | 0.9 | −7.9% |
| Rayonier | $20.42 | +0.22% | $3.15B | 42.2 | 34.7 | 3.3 | +272.3% |
| Boise Cascade | $78.75 | 0.00% | $2.77B | 26.7 | 17.9 | 0.4 | +5.2% |
| Louisiana-Pacific | $71.26 | +0.03% | $4.98B | 90.2 | 40.3 | 2.0 | −12.1% |
| BlueLinx | $79.42 | +0.05% | $618.1M | — | 42.3 | 0.2 | +4.4% |
| UFP Industries | $86.01 | +0.03% | $4.86B | 19.8 | 16.9 | 0.8 | +2.6% |
| Median | 34.4 | 37.5 | 0.9 | +3.5% |