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Weyerhaeuser (WY) stock

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NYSE: WY NYSE Timber REITs Next results ~January 28, 2027

B Fundamentals grade

Weyerhaeuser is a US-listed company in the timber REITs industry. Its financial year ends in December.

Stock price today

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Third-party market data · may be delayed

Model estimate per share

~$22

Valuation models combined (2)

Base case. Range ~$15–$25. Weighted average of 2 models (funds-from-operations model, dividend discount (growing dividend)), the funds-from-operations model counting double.

Price vs value

No Buy/Hold/Sell rating is issued: only 2 valuation models apply; a rating needs 3.

Weyerhaeuser valuation: adjust assumptions and compare models →

Who’s trading

What company insiders, investment funds and members of Congress have been doing with the stock, from their own filings.

  • Insiders3 buying, 2 selling3 purchases and 2 sales by directors and officers, last 12 monthsInsider trades
  • Funds423 adding, 389 cuttingOf 59 active managers that changed their stake, 30 added; quarter to June 30, 2026Fund buyers and sellers

Value diary

Our note on each quarter Weyerhaeuser files

10-Q filed October 30: Weyerhaeuser

Revenue for the twelve months to September 2026 was $7.00bn, down 1.1% on a year earlier, a smaller fall than the 2.6% decline a quarter earlier. Its fundamentals grade moves from C to B.

Source: 10-Q filed October 30, 2026 on SEC EDGAR · Financials · Valuation

Earlier notes (1)

Where Weyerhaeuser stands after its latest 10-Q

Revenue for the twelve months to June 2026 was $6.85bn, down 2.6% on a year earlier, faster than -3.1% a quarter earlier. That puts it 882 of 931 for growth among all the companies we cover. Our valuation models combined value is $20.68 a share, against a share price of $19.45.

10-Q on SEC EDGAR

Written from the company's filings and our models when each quarter's report arrives. Figures in older notes are as published at the time. Not investment advice.

The Fundamentalytics view

Next results ~January 28, 2027 (estimated)

Weyerhaeuser's trailing-twelve-month revenue fell 1.1% year on year, with a free-cash-flow margin of 6.8%. Where it stands out: stock pay as % of revenue of 0.6% ranks 23 of 143 real estate companies we cover.

Current signal Free cash flow diverging from earnings: TTM free cash flow fell 43.4% while net income grew 36.9%: a 80pp divergence.

Assembled from SEC-filed figures — the full workings are on this page and in our methodology. Observations, not recommendations.

Highlights

How we pick these

Strengths

  • Beating expectations. Earnings per share beat the analysts' consensus estimate in each of the last four quarters.

Things to watch

  • Revenue shrinking. Revenue fell 1.1% over the last 12 months.
  • Short interest rising. Shares sold short rose 26% in a month to 5.7% of tradable shares.
  • Estimates being cut. Analysts' consensus for next year's earnings per share has fallen 17.3% over 90 days.

Latest results: FY2026 Q3

Filed October 30, 2026
Earnings per share
$0.08 against an average estimate of $0.04: beat by 128.3%
Revenue
$1.86bn, up 8.4% on a year earlier
Share reaction
+6.0% in the first session after the results on October 29, 2026, against -2.1% for the S&P 500
Guidance given
earnings before special items $30m (third quarter); adjusted EBITDA $45m (third quarter)
Next report
January 28, 2027; average EPS estimate -$0.03

Weyerhaeuser's figures from its SEC filings and results release; estimates are the analysts' average. Not a recommendation.

Price chart

  • 1 day+4.6%
  • 1 week+8.7%
  • 1 month+15.3%
  • This year-7.7%
  • 1 year-4.1%
  • 5 years-32.1%
  • S&P 500 this year+11.2%

Closing prices to 2026-11-02. Price change only, dividends excluded.

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Third-party market data · may be delayed

At a glance

Trailing twelve months, from SEC filings

Profitability

Revenue (TTM)
$7B
Operating margin
11.7%
Net margin
6.5%
EPS (TTM, diluted)
$0.63

Growth

Revenue growth
−1.1%
Change in growth rate
+1.6 pts
Share count change
−0.5%

Earnings

Last results
October 29, 2026
Next results (est.)
January 28, 2027

News & updates

Updated October 31, 2026

Company announcements, filed results and changes that matter to shareholders.

  1. Results
  2. Announcement
  3. Announcement
  4. Announcement
  5. Dividend
  6. Results
  7. Guidance

Refreshed hourly when new source data is available. Summaries are checked against company releases and SEC filings. Company announcement headlines are labelled when a checked summary is unavailable.

Valuation

Weyerhaeuser valuation models and calculator

Fundamentalytics rating

model v1.6 · 2026-11-03

Not rated: only 2 valuation models apply; a rating needs 3.

Valuation models

We value Weyerhaeuser as an equity reit, with every model that fits that kind of business. Cost of equity 8.1%: the 10-year Treasury yield (4.9%) plus a beta of 0.7 times a 4.5% equity risk premium.

Value per share by model
Model Value per share In the combined value?
Funds-from-operations model Funds from operations growing 2.5% a year, discounted at 8%. ~$25 ~$21–$31 Primary model, counts double
Price-to-FFO vs peers Funds from operations per share times peers' typical (harmonic-mean) price-to-FFO. ~$0.5 ~$11–$23 Left out: out of range vs price (0.02x)
Dividend discount (growing dividend) Today's dividend growing 2.5% a year, discounted at the cost of equity. ~$15 ~$13–$19 Included
Combined value Weighted average of the models that apply: the primary model (funds-from-operations model) counts double. Models more than 5x or less than 0.2x the share price, or more than 3x away from the other models' median, are left out. ~$22 ~$15–$25 2 models

Different models fail in different ways, so where several apply we average them rather than trust one. Peer-based models compare Weyerhaeuser with equity REITs in our coverage, using third-party market data. Model values are estimates under stated assumptions, updated as new filings arrive; not price targets or investment advice. How each model works.

Moat

52 /100

Moderate moat

How hard Weyerhaeuser's competitive advantage looks for rivals to wear away, judged from 10 years of its own filings: returns on capital, pricing power, profit durability, cash conversion and discipline.

  • Returns on capital 2 / 20

    Net income has been a median 3.1% of total assets over 10 years.

  • Pricing power 3 / 20

    Gross margin has been a median 23.0%, moving by 8.1 percentage points (standard deviation) across 10 years.

  • Durability 13 / 20

    Operating margin has been a median 13.3%; its worst year was 8.8%.

  • Cash conversion 17 / 20

    Free cash flow was positive in 10 of 10 years, at a median 13.1% of revenue.

  • Discipline 18 / 20

    The diluted share count fell 3.8% over five years; stock-based pay has been a median 0.5% of revenue.

AI disruption exposure: Low. In this industry, the business rests on physical assets, regulated networks or products AI itself depends on.

A rules-based reading of reported figures, not a forecast and not investment advice. How the score is built: methodology.

Forecasts and guidance

Next results: January 28, 2027, after the close. Analysts expect revenue of $1.7bn and EPS of −$0.03 (range −$0.07 to $0.02) for the quarter.

Analysts' consensus

Fiscal yearEPSGrowthRevenueGrowth
Current $0.25 +26% $7.2bn +4%
Next $0.55 +118% $7.7bn +7%

Next year's EPS estimate has moved −17.3% in 90 days, across 11 analysts.

How the EPS forecast has moved

The consensus EPS forecast for the current fiscal year is −11.4% on 90 days ago. In the last 30 days, 0 analysts raised Weyerhaeuser's forecast and 3 cut it.

Consensus EPS forecast Weyerhaeuser, last 90 days
$0.20 $0.40 $0.60 $0.80 90 days ago 60 days ago 30 days ago 7 days ago Now Current fiscal year, 90 days ago: $0.28 Current fiscal year, 60 days ago: $0.33 Current fiscal year, 30 days ago: $0.33 Current fiscal year, 7 days ago: $0.27 Current fiscal year, Now: $0.25 $0.25 Next fiscal year, 90 days ago: $0.67 Next fiscal year, 60 days ago: $0.68 Next fiscal year, 30 days ago: $0.67 Next fiscal year, 7 days ago: $0.59 Next fiscal year, Now: $0.55 $0.55

Average of analysts' published estimates (third-party data).

View chart data
Period Current fiscal yearNext fiscal year
90 days ago $0.28$0.67
60 days ago $0.33$0.68
30 days ago $0.33$0.67
7 days ago $0.27$0.59
Now $0.25$0.55

Earnings against estimates

Quarter toEstimateActualSurprise
Sept 2026 $0.04 $0.08 +128.3%
Jun 2026 $0.08 $0.13 +66.6%
Mar 2026 $0.05 $0.11 +119.9%
Dec 2025 −$0.13 −$0.09 +30.8%

Adjusted EPS as companies report it, against the average analyst estimate.

Management guidance

Earnings release, July 30, 2026
  • Adjusted EBITDA · Strategic Land Solutions full year 2026 about $450m Non-GAAP Raised
    “The company now expects full year 2026 Adjusted EBITDA to be approximately $450 million, a $25 million increase from prior outlook, and basis as a percentage of Strategic Land Solutions sales to be 15 to 20 percent for the full year.” source
  • basis as a percentage of Strategic Land Solutions sales full year 15% to 20%
    “The company now expects full year 2026 Adjusted EBITDA to be approximately $450 million, a $25 million increase from prior outlook, and basis as a percentage of Strategic Land Solutions sales to be 15 to 20 percent for the full year.” source
  • earnings before special items · Strategic Land Solutions third quarter about $30m Non-GAAP
    “Weyerhaeuser anticipates third quarter earnings before special items will be approximately $30 million lower than the second quarter and Adjusted EBITDA will be approximately $45 million lower than the second quarter due to the timing and mix of real estate sales.” source
  • Adjusted EBITDA · Strategic Land Solutions third quarter about $45m Non-GAAP
    “Weyerhaeuser anticipates third quarter earnings before special items will be approximately $30 million lower than the second quarter and Adjusted EBITDA will be approximately $45 million lower than the second quarter due to the timing and mix of real estate sales.” source

Figures and quotations are management's, copied from the company's own press release (SEC 8-K exhibit) and checked word for word against it. Forward-looking statements are the company's expectations, not ours and not advice; guidance can change or be missed.

Analyst recommendations

12 analysts, Oct 2026
Buy1083%
Hold217%
Sell00%

Monthly trend

  1. Oct 202628212
  2. Sep 202627312
  3. Aug 202627312
  4. Jul 202627312

Counts of recommendations published by analysts covering Weyerhaeuser, by month. Source: Aggregated broker recommendations (third-party data). Aggregated counts only: we do not reproduce any firm's recommendation or price target, and these are not Fundamentalytics ratings.

Positioning

Short interest
5.7%
of tradable shares
Days to cover
3.78
at average volume
Short interest, 1 month
+26%
to October 15, 2026
Held by institutions
92%
of shares
Held by insiders
0.3%
of shares
Employees
9,500
full time

Consensus figures average analysts' published estimates (third-party data); guidance is the company's own. Neither is our forecast. Short interest is reported twice a month and lags. Market data may be delayed.

This section is general information, not investment advice or a personal recommendation, and it does not take account of your objectives or circumstances. Forecasts and guidance are estimates, not promises: companies miss their own guidance and analysts' figures are often revised. Prices can fall as well as rise, and you can lose money. See our disclaimer.

Share-price performance

Market data may be delayed

Recent prices are available. Older price history and the statistics that need it are being loaded in the background.

What moved the share price

Last 12 months −4.1%

$22.19 on October 31, 2025 to $21.29

ThenNowEffect
Revenue (last 12 months) $7.0bn $6.9bn −2.6%
Net margin 4.0% 6.9% +73.7%
P/E multiple 57.8x 32.6x −43.7%
Share count 727m 722m +0.7%

Biggest factor: p/e multiple.

Last 3 years −24.7%

$28.28 on November 3, 2023 to $21.29

ThenNowEffect
Revenue (last 12 months) $8.0bn $6.9bn −14.1%
Net margin 8.8% 6.9% −21.7%
P/E multiple 29.6x 32.6x +9.8%
Share count 736m 722m +1.9%

Biggest factor: net margin.

The effects multiply back to the price change exactly. Results are the last 12 months as known on each date (filings assumed public 45 days after quarter end).

Return and risk by year

Calendar year 202120222023202420252026 to date
Return
WY+27%−20%+18%−17%−13%−8%
Industry peers (median)——————
S&P 500+29%−18%+26%+25%+18%+11%
Months that ended higher
WY58%33%42%50%33%55%
S&P 50075%42%67%75%75%46%
Largest fall from a high during the year
WY−19%−34%−18%−24%−30%−30%
S&P 500−5%−25%−10%−8%−19%−9%

Worst fall since October 29, 2015: 62% from June 12, 2018 to March 23, 2020. Getting back needed a 161% gain, reached on February 8, 2021, 322 days after the low.

Price behaviour

52-week range
$18.47 – $26.40
From 52-week high
−19.3%
vs 50-day average
+2.5%
vs 200-day average
−8.7%
Volatility (1 year)
28%
Beta vs S&P 500
0.16

Volatility is the annualised standard deviation of daily returns. Beta 1.5 means the shares typically moved 1.5% for each 1% move in the S&P 500 over the past year. Prices to November 2, 2026.

Share price after results

Next day
5 up, 7 down
typical move ±1.9%
After a week
5 up, 6 down
typical move ±2.6%
After a month
3 up, 8 down
typical move ±3.0%
Results releasedNext dayS&P 500 next day5 days21 days
October 29, 2026 +6.0% −2.1% — —
July 30, 2026 +2.4% +2.4% +4.1% −3.3%
April 30, 2026 −1.1% +1.3% −2.3% −2.2%
January 29, 2026 −1.0% −0.5% +2.5% −5.5%
October 30, 2025 −0.9% −0.8% −1.6% −3.7%
July 24, 2025 +2.0% +0.5% −3.5% +3.4%
April 24, 2025 −2.0% +2.8% +2.0% −0.3%
January 30, 2025 +0.3% 0.0% −0.4% +2.8%
October 24, 2024 −0.2% +0.2% −2.2% −1.9%
July 25, 2024 +5.8% +0.6% +6.9% +5.0%
April 25, 2024 −1.6% +0.6% −1.7% −4.2%
January 25, 2024 −0.1% +0.4% +1.0% −0.6%

From the close before the release date to the close 1, 5 and 21 trading days after it, so releases before the open and after the close are both captured. Past moves don't predict future ones.

Weyerhaeuser in five measures

Fundamentals grade B
Growth Profitability Cash Balance sheet

Growth, profitability, cash generation and balance sheet are percentiles against the companies we cover in the same industry, from SEC filings (100 = best). Value compares the share price with our modelled value range (50 = at our base value; higher = cheaper). A description of reported data and our model — not a quality score or advice.

Fundamentals

Revenue (TTM) Weyerhaeuser
$6.5B $7B $7.5B $8B FY23 Q4 FY24 Q3 FY25 Q2 FY26 Q3 Revenue (TTM), FY23 Q4: $7.7B Revenue (TTM), FY24 Q1: $7.6B Revenue (TTM), FY24 Q2: $7.5B Revenue (TTM), FY24 Q3: $7.2B Revenue (TTM), FY24 Q4: $7.1B Revenue (TTM), FY25 Q1: $7.1B Revenue (TTM), FY25 Q2: $7B Revenue (TTM), FY25 Q3: $7.1B Revenue (TTM), FY25 Q4: $6.9B Revenue (TTM), FY26 Q1: $6.9B Revenue (TTM), FY26 Q2: $6.9B Revenue (TTM), FY26 Q3: $7B $7B

Source: SEC EDGAR filings. Retrieved October 30, 2026.

View chart data
Period Revenue (TTM)
FY23 Q4 $7.7B
FY24 Q1 $7.6B
FY24 Q2 $7.5B
FY24 Q3 $7.2B
FY24 Q4 $7.1B
FY25 Q1 $7.1B
FY25 Q2 $7B
FY25 Q3 $7.1B
FY25 Q4 $6.9B
FY26 Q1 $6.9B
FY26 Q2 $6.9B
FY26 Q3 $7B
Revenue growth, TTM YoY Weyerhaeuser
-30% -20% -10% 0% FY23 Q4 FY24 Q3 FY25 Q2 FY26 Q3 Revenue growth, TTM YoY, FY23 Q4: -24.6% Revenue growth, TTM YoY, FY24 Q1: -15.2% Revenue growth, TTM YoY, FY24 Q2: -5.6% Revenue growth, TTM YoY, FY24 Q3: -6.9% Revenue growth, TTM YoY, FY24 Q4: -7.2% Revenue growth, TTM YoY, FY25 Q1: -6.6% Revenue growth, TTM YoY, FY25 Q2: -6.6% Revenue growth, TTM YoY, FY25 Q3: -1.6% Revenue growth, TTM YoY, FY25 Q4: -3.1% Revenue growth, TTM YoY, FY26 Q1: -3.1% Revenue growth, TTM YoY, FY26 Q2: -2.6% Revenue growth, TTM YoY, FY26 Q3: -1.1% -1.1%

Source: SEC EDGAR filings. Retrieved October 30, 2026.

View chart data
Period Revenue growth, TTM YoY
FY23 Q4 -24.6%
FY24 Q1 -15.2%
FY24 Q2 -5.6%
FY24 Q3 -6.9%
FY24 Q4 -7.2%
FY25 Q1 -6.6%
FY25 Q2 -6.6%
FY25 Q3 -1.6%
FY25 Q4 -3.1%
FY26 Q1 -3.1%
FY26 Q2 -2.6%
FY26 Q3 -1.1%
Operating margin (TTM) Weyerhaeuser
8% 10% 12% 14% 16% FY23 Q4 FY24 Q3 FY25 Q2 FY26 Q3 Operating margin (TTM), FY23 Q4: 15.5% Operating margin (TTM), FY24 Q1: 15.1% Operating margin (TTM), FY24 Q2: 14.6% Operating margin (TTM), FY24 Q3: 11.4% Operating margin (TTM), FY24 Q4: 9.6% Operating margin (TTM), FY25 Q1: 9.4% Operating margin (TTM), FY25 Q2: 8.2% Operating margin (TTM), FY25 Q3: 8.8% Operating margin (TTM), FY25 Q4: 10.6% Operating margin (TTM), FY26 Q1: 11.6% Operating margin (TTM), FY26 Q2: 12.3% Operating margin (TTM), FY26 Q3: 11.7% 11.7%

Source: SEC EDGAR filings. Retrieved October 30, 2026.

View chart data
Period Operating margin (TTM)
FY23 Q4 15.5%
FY24 Q1 15.1%
FY24 Q2 14.6%
FY24 Q3 11.4%
FY24 Q4 9.6%
FY25 Q1 9.4%
FY25 Q2 8.2%
FY25 Q3 8.8%
FY25 Q4 10.6%
FY26 Q1 11.6%
FY26 Q2 12.3%
FY26 Q3 11.7%
FCF margin (TTM) Weyerhaeuser
5% 10% 15% 20% FY23 Q4 FY24 Q3 FY25 Q2 FY26 Q3 FCF margin (TTM), FY23 Q4: 17.9% FCF margin (TTM), FY24 Q1: 18.1% FCF margin (TTM), FY24 Q2: 17.4% FCF margin (TTM), FY24 Q3: 14.2% FCF margin (TTM), FY24 Q4: 13.4% FCF margin (TTM), FY25 Q1: 12.7% FCF margin (TTM), FY25 Q2: 12.3% FCF margin (TTM), FY25 Q3: 11.9% FCF margin (TTM), FY25 Q4: 7.4% FCF margin (TTM), FY26 Q1: 7.2% FCF margin (TTM), FY26 Q2: 7.2% FCF margin (TTM), FY26 Q3: 6.8% 6.8%

Source: SEC EDGAR filings. Retrieved October 30, 2026.

View chart data
Period FCF margin (TTM)
FY23 Q4 17.9%
FY24 Q1 18.1%
FY24 Q2 17.4%
FY24 Q3 14.2%
FY24 Q4 13.4%
FY25 Q1 12.7%
FY25 Q2 12.3%
FY25 Q3 11.9%
FY25 Q4 7.4%
FY26 Q1 7.2%
FY26 Q2 7.2%
FY26 Q3 6.8%

Data: SEC EDGAR XBRL company facts (as filed in 10-K/10-Q); forms 10-K, 10-Q, 10-Q/A. Generated November 3, 2026. Definitions in our methodology.

Financial statements

US$ billions unless shown otherwise. Fiscal years, plus the last twelve months (LTM) when newer.

Fiscal year 2009 Dec 2009 2010 Dec 2010 2011 Dec 2011 2012 Dec 2012 2013 Dec 2013 2014 Dec 2014 2015 Dec 2015 2016 Dec 2016 2017 Dec 2017 2018 Dec 2018 2019 Dec 2019 2020 Dec 2020 2021 Dec 2021 2022 Dec 2022 2023 Dec 2023 2024 Dec 2024 2025 Dec 2025 LTM Sept 2026
Income
Revenue 5.1 6.0 6.2 6.0 7.3 7.4 7.1 6.4 7.2 7.5 6.6 7.5 10.2 10.2 7.7 7.1 6.9 7.0
Gross profit 0.4 1.1 1.1 1.0 1.5 1.3 1.1 1.4 1.9 1.9 1.1 2.1 4.1 3.6 1.7 1.3 1.0 1.0
EBITDA 0.2 0.9 1.1 1.1 1.1 1.3 1.1 1.4 1.7 1.9 1.2 2.2 4.1 3.6 1.7 1.2 1.2 1.3
Operating income −0.4 0.5 0.6 0.6 0.6 1.0 0.6 0.8 1.1 1.4 0.7 1.7 3.6 3.1 1.2 0.7 0.7 0.8
Net income −0.5 1.3 0.3 0.4 0.6 1.8 0.5 1.0 0.6 0.7 −0.1 0.8 2.6 1.9 0.8 0.4 0.3 0.5
Diluted EPS −$2.58 $3.99 $0.61 $0.71 $0.95 $3.18 $0.89 $1.39 $0.77 $0.99 −$0.10 $1.07 $3.47 $2.53 $1.15 $0.54 $0.45 $0.63
Growth (year on year)
Revenue −37.4% +17.5% +4.4% −3.7% +21.1% +2.1% −4.3% −10.1% +13.1% +3.9% −12.3% +14.9% +35.4% −0.2% −24.6% −7.2% −3.1% −1.1%
EBITDA — +496.9% +12.8% −0.7% +2.8% +21.3% −15.2% +23.5% +19.1% +13.8% −38.2% +87.9% +88.8% −13.6% −52.6% −29.6% +4.5% +18.3%
Operating income — — +30.8% +4.0% +2.6% +55.7% −34.8% +27.6% +37.6% +23.3% −53.3% +162.7% +113.0% −15.5% −61.5% −42.2% +6.7% +32.2%
Net income — — −74.2% +16.3% +46.2% +224.3% −72.3% +103.0% −43.3% +28.5% −110.2% — +227.1% −27.9% −55.4% −52.8% −18.2% +36.9%
Diluted EPS — — −84.7% +16.4% +33.8% +234.7% −72.0% +56.2% −44.6% +28.6% −110.1% — +224.3% −27.1% −54.5% −53.0% −16.7% +37.5%
Margins
Gross margin 8.0% 18.9% 17.6% 16.6% 21.2% 17.6% 15.4% 21.8% 26.4% 25.2% 17.4% 27.7% 40.2% 35.5% 21.9% 18.4% 14.8% 15.0%
EBITDA margin 3.1% 15.9% 17.2% 17.7% 15.1% 17.9% 15.9% 21.8% 23.0% 25.1% 17.7% 29.0% 40.4% 35.0% 22.0% 16.7% 18.0% 19.1%
Operating margin −7.5% 7.6% 9.6% 10.3% 8.7% 13.3% 9.1% 12.9% 15.7% 18.6% 9.9% 22.7% 35.7% 30.2% 15.5% 9.6% 10.6% 11.7%
Net margin −10.8% 21.5% 5.3% 6.4% 7.8% 24.7% 7.1% 16.1% 8.1% 10.0% −1.2% 10.6% 25.6% 18.5% 10.9% 5.6% 4.7% 6.5%
Free-cash-flow margin −7.7% 8.3% 1.3% 5.4% 10.2% 10.2% 8.9% 4.5% 11.7% 10.0% 13.9% 19.6% 30.4% 27.3% 17.9% 13.4% 7.4% 6.8%
Cash flow
Cash from operations −0.2 0.7 0.3 0.6 1.0 1.1 1.1 0.7 1.2 1.1 1.0 1.5 3.2 2.8 1.4 1.0 0.6 0.5
Capital spending 0.2 0.2 0.2 0.3 0.3 0.4 0.4 0.5 0.4 0.4 0.1 0.1 0.1 0.1 0.1 0.1 0.1 0.1
Free cash flow −0.4 0.5 0.1 0.3 0.7 0.8 0.6 0.3 0.8 0.7 0.9 1.5 3.1 2.8 1.4 1.0 0.5 0.5
Stock-based pay 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.1 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0
Free cash flow after stock pay −0.4 0.5 0.1 0.3 0.7 0.7 0.6 0.2 0.8 0.7 0.9 1.4 3.1 2.7 1.3 0.9 0.5 0.4
Balance sheet
Cash 1.9 1.5 1.0 0.9 0.8 1.6 1.0 0.7 0.8 0.3 0.1 0.5 1.9 1.6 1.2 0.7 0.5 0.3
Total debt 0.0 0.0 0.0 4.3 4.9 4.9 4.8 6.6 6.0 6.3 6.4 5.5 5.1 5.1 5.1 5.1 5.6 5.4
Net debt (negative = net cash) −1.9 −1.5 −1.0 3.4 4.1 3.3 3.8 6.0 5.2 6.0 6.2 5.0 3.2 3.5 4.0 4.4 5.1 5.0
Diluted shares 211m 321m 540m 542m 571m 561m 520m 722m 757m 757m 746m 748m 751m 743m 732m 729m 724m 722m
Returned to shareholders
Dividends 0.1 0.6 0.3 0.3 0.5 0.6 0.6 0.9 0.9 1.0 1.0 0.4 0.9 1.6 1.2 0.7 0.6 0.6
Buybacks 0.0 0.0 0.0 0.0 0.0 0.2 0.5 2.0 0.0 0.4 0.1 0.0 0.1 0.5 0.1 0.2 0.2 0.0
Total returned 0.1 0.6 0.4 0.3 0.5 0.8 1.1 2.9 0.9 1.4 1.1 0.4 1.0 2.2 1.3 0.8 0.8 0.6

Source: SEC EDGAR XBRL company facts (US and foreign periodic filings); column headings link to the filing. EBITDA is operating income plus depreciation and amortisation. Free cash flow is cash from operations minus capital spending. Growth is left blank when last year's figure was a loss or under 2% of revenue. Share counts and EPS are restated for stock splits. A dash means the company didn't report the figure.

Dividends, buybacks and capital spending

FY2026 Q3 TTM
Buybacks (TTM)
$40M
Dividends (TTM)
$606M
Returned to shareholders
135%
of free cash flow
Buybacks, last 3 fiscal years
$445M
Diluted share count
−0.5%
year over year
Total shareholder yield
4.2%
dividends 4.0% + buybacks 0.3% of market value
Dividend payout ratio
134%
of net income paid out
R&D spending
0.1%
of revenue
Days sales outstanding
20 days
receivables vs revenue

Competitors: side by side with peers

Closest by revenue in timber reits
Last 12 months unless stated WY SPG DLR VTR IRM HST Median
Revenue, last 12 months $7.0bn $6.9bn $7.1bn $6.8bn $7.6bn $6.2bn $713m
Revenue growth, last 12 months −1.1% 15.0% 20.0% 22.1% 17.4% 4.9% 5.2%
Revenue growth, 3-year average −3.2% 8.5% 9.9% 15.7% 13.0% 6.0% 4.2%
Revenue growth, latest quarter 8.4% 19.5% 20.6% 23.0% 18.5% 3.4% 5.5%
Operating margin 11.7% 47.4% 2.8% — 18.8% 14.6% 19.2%
Operating margin, 3-year average 10.6% 49.8% 13.0% — 17.1% 15.2% 18.4%
Net margin 6.5% 66.5% 13.1% 3.9% 5.5% 16.5% 7.8%
Cash from operations / revenue 7.6% 59.4% 38.0% 28.2% 21.9% 25.8% 29.0%
Free-cash-flow margin 6.8% 46.4% 9.3% 4.8% −7.9% 21.4% 9.7%
Free-cash-flow margin, 3-year average 11.0% 50.2% 7.8% 1.9% −10.1% 21.2% 8.9%
Stock pay / revenue 0.6% — — 0.6% 1.8% 0.4% 1.7%
Change in share count −0.5% −0.3% 4.7% 10.5% 0.9% −1.3% 0.6%

Median of all 168 companies we cover in timber reits. Shaded: best of the six on that line (lowest for stock pay and share-count growth). 3-year figures average the last three 12-month periods; 3-year growth is compound annual. Source: SEC filings.

Peer comparison

168 real estate companies
Measure Company Peer median Rank
Revenue growth Growth -1.1% 5.3% 126 of 168
Change in growth rate Growth +1.6pp +0.1pp 47 of 168
Operating margin Profitability 11.7% 14.8% 58 of 103
Net margin Profitability 6.5% 7.8% 85 of 167
Stock pay as % of revenue Cash generation 0.6% 1.8% 23 of 143
Long-term debt as % of assets Balance sheet 32.7% 42.4% 38 of 129
Change in share count Balance sheet -0.5% 0.6% 37 of 152

Rank 1 = best in the group (for spending, debt and dilution, lower ranks first).

Where the revenue comes from

Fiscal year to December 31, 2025
Segments
Line of business Revenue Share YoY
Wood Products $5B 71.8% ▼ 5.1%
Timberlands $1.5B 21.6% ▼ 1.2%
REENR $454M 6.6% ▲ 16.1%
Geography
Region Revenue Share YoY
United States $6B 86.9% ▼ 2.5%
Canada $543M 7.9% ▼ 1.5%
Japan $271M 3.9% ▲ 5.0%
Other Countries $61M 0.9% ▲ 24.5%
South Korea $21M 0.3% ▼ 12.5%
China $11M 0.2% ▼ 88.0%

From Weyerhaeuser's 10-K filed February 13, 2026, as tagged in the filing. View filing. Indented rows are part of the line above; their share is of that line. In the bars, the faint bar behind is the year before.

Who owns it

Funds buying and selling
Reported value
$16.8B
Institutions reporting
899
Shares held vs prior quarter
▲ 9.9%
Positions opened / closed
78 / 71

Top buyers and sellers, Q2 2026: 423 institutions bought and 389 sold ; the biggest buyer was First Eagle Investment Management, LLC (+56.1M shares) and the biggest seller Price T Rowe Associates Inc (−9.1M). See which funds bought and sold →

Largest reported holders, June 30, 2026
Manager Value Shares Share of 13F value Shares QoQ
First Eagle Investment Management, LLC $2.5B 102.4M 14.6% ▲ 121.1%
Blackrock, Inc. $1.7B 69.5M 9.9% ▲ 3.1%
Vanguard Portfolio Management LLC $1.5B 60.7M 8.7% ▼ 0.6%
Vanguard Capital Management LLC $1.1B 47.2M 6.7% ▲ 0.5%
Wellington Management Group LLP $1B 43.6M 6.2% ▲ 14.3%
State Street Corp $821M 34.3M 4.9% ▲ 3.3%
Geode Capital Management, LLC $501M 21.0M 3.0% ▲ 1.3%
Bank Of New York Mellon Corp $469M 19.6M 2.8% ▲ 10.6%
Cohen & Steers, Inc. $430M 18.0M 2.6% ▼ 6.8%
Legal & General Group PLC $308M 12.9M 1.8% ▼ 0.9%
Invesco Ltd. $283M 11.8M 1.7% ▼ 1.7%
Charles Schwab Investment Management Inc $271M 11.3M 1.6% ▲ 6.1%

From Form 13F filings with the SEC ( quarterly data sets), as reported by each manager for June 30, 2026 and filed up to 45 days later. 13F reports cover long US-listed positions of managers above $100M only, so this is not Weyerhaeuser's complete shareholder register. Values are as reported by the filers ; 1 inconsistently scaled filing rows were excluded.

Insider trading activity

Full insider history and chart
Insider purchases History → $721,645 3 trades by 3 insiders, last 12 months Insider sales History → $2.4M 2 trades by 2 insiders · 88% under pre-set plans
Net ▼ $1.7M net selling
Insider Date Trade Shares Price Value
O'Rourke James Calvin Director February 20, 2026 Buy 4,000 $25.35 $101,400
Beckwitt Richard Director February 19, 2026 Buy 20,000 $25.70 $514,000
Chaney Brian K Senior Vice President February 3, 2026 Sell 11,157 $25.82 $288,074
Lewis Sara Grootwassink Director December 17, 2025 Buy 4,500 $23.61 $106,245
Stockfish Devin W President and CEO December 15, 2025 Sell pre-set plan 90,162 $23.33 $2.1M

From insiders' Form 4 filings with the SEC. Excludes awards, option exercises and shares withheld for tax. "Pre-set plan" means the filing marks the trade as made under a Rule 10b5-1 plan. See every insider trade since five years ago, on a price chart.

Trades by members of Congress

All 55 trades and filings

No trades in Weyerhaeuser disclosed in the last 12 months; 55 earlier trades on record.

  • Julie Johnson(D-TX 32):Sale (full), $1,001 - $15,000, traded October 22, 2025, filed November 14, 2025
  • Julie Johnson(D-TX 32):Sale (full), $1,001 - $15,000, traded October 21, 2025, filed August 5, 2026
  • Julie Johnson(D-TX 32):Purchase, $1,001 - $15,000, traded October 21, 2025, filed August 5, 2026

Value ranges as filed; reports can arrive up to 45 days after a trade.

Earnings dates and SEC filings

Results announcements

Next expected around January 28, 2027 estimated from the company's past filing pattern, not announced

  • October 29, 2026
  • July 30, 2026
  • April 30, 2026
  • January 29, 2026
  • October 30, 2025
  • July 24, 2025

Recent SEC filings

Data status

When each part of this page on Weyerhaeuser was last updated.

DataLast updatedSource
Share priceExchange closing prices
Financial statementsSEC 10-K and 10-Q filings
News and updatesCompany releases and SEC 8-K filings
Analyst estimatesAggregated analyst estimates
Valuation and scoresOur models, from the filed figures

How we build and check these figures: methodology and data sources.

Weyerhaeuser in brief

What does Weyerhaeuser do?
Weyerhaeuser is a US-listed company in the timber REITs industry. Its financial year ends in December.
What is Weyerhaeuser's stock ticker?
Weyerhaeuser trades under the ticker WY on NYSE. This page brings together its financial statements, valuation models, ownership and recent company updates.
What is Weyerhaeuser's revenue, and how fast is it growing?
Over its most recent trailing twelve months, Weyerhaeuser reported revenue of $7B, 1.1% lower than a year earlier, according to its SEC filings.
What is Weyerhaeuser's free cash flow?
Weyerhaeuser's free-cash-flow margin is 6.8% of revenue over the trailing twelve months.
Who are Weyerhaeuser's largest institutional shareholders?
By value reported in 13F filings for June 30, 2026, the largest reported holders are First Eagle Investment Management, LLC, Blackrock, Inc. and Vanguard Portfolio Management LLC. 13F reports cover long US-listed positions of managers above $100M, filed up to 45 days after quarter end.
Is Weyerhaeuser buying back stock, and does it pay a dividend?
Weyerhaeuser spent $40M on share repurchases over the trailing twelve months, and its diluted share count fell 0.5% over the year.
What is Weyerhaeuser's market cap?
On November 2, 2026, Weyerhaeuser's market capitalisation was about $15.4B, with a price-to-earnings ratio of 33.9 and net debt of $5B. Market figures come from third-party market data and may be delayed.
Does Weyerhaeuser pay a dividend?
Yes: Weyerhaeuser paid $606M in dividends over the trailing twelve months, a dividend yield of 3.95% and a payout ratio of 133.8%.
Who are Weyerhaeuser's competitors?
In our Timber REITs peer group, the companies closest to Weyerhaeuser are Simon Property Group, Digital Realty, Ventas, Iron Mountain and Host Hotels & Resorts. The side-by-side comparison below sets their revenue, margins and growth against Weyerhaeuser's.
Are insiders buying or selling Weyerhaeuser stock?
Over the last 12 months, Weyerhaeuser's directors and officers reported 3 open-market purchases and 2 sales on Form 4. The insider trading page charts every trade.
When is Weyerhaeuser's next earnings date?
Around January 28, 2027, estimated from the spacing of its past results announcements (8-K filings). That is an estimate, not a confirmed date — Weyerhaeuser announces its own schedule.