Weyerhaeuser Company (WY) AI Stock Analysis

Weyerhaeuser Company, established in 1900, is a real estate investment trust and one of the largest private landowners globally. It owns or controls roughly 11 million acres of timberlands in the United States and manages additional timberlands under long-term licenses in Canada adhering to sustainable forestry standards. In addition to timberland management, the company operates as a prominent manufacturer of wood products across North America, supplying a diverse range of products to consumer and industrial markets. In 2020, Weyerhaeuser achieved $7.5 billion in net sales and employed approximately 9,400 professionals, maintaining membership in the Dow Jones Sustainability North America Index.

Revenue contracted from $10.20B in FY2021 to $6.91B in FY2025, reflecting a 5-year revenue CAGR of -1.7%. Gross margin dropped from 40.2% in FY2021 to 7.5% in FY2025, while operating margin fell from 35.7% to 6.7%. Net income declined from $2.61B in FY2021 to $324.0M in FY2025, resulting in EPS shrinking from $3.37 to $0.20. Over the trailing twelve months, revenue totaled $6.85B with an operating margin of 8.0% and EPS of $0.65. For the quarter ended June 30, 2026, revenue fell 0.9% year-over-year, though quarterly earnings grew 87.1%.

As of June 30, 2026, Weyerhaeuser held $527.0M in cash and short-term investments against $5.42B in total debt, bringing net debt to $4.90B. Shareholders' equity was $9.46B, giving a debt-to-equity ratio of 0.57 and a current ratio of 1.82. In FY2025, operating cash flow was $562.0M and free cash flow was $88.0M. Capital deployment in FY2025 included $474.0M in capital expenditures, $606.0M in dividends paid, and $160.0M dedicated to share buybacks, which helped reduce the 5-year share count by 3.9%.

WY closed at $19.61 on October 16, 2026, yielding a market capitalization of $14.13B and an enterprise value of $20.45B. The stock trades at a trailing P/E of 30.2x and a forward P/E of 29.1x, slightly below the median of its S&P 500 Real Estate peers (30.6x trailing and 30.4x forward). Its EV/EBITDA stands at 17.6x, compared to 17.2x for the peer group, while its price-to-sales of 2.1x is below the peer median of 7.1x. Over the past year, WY fell 14.1% against a 16.8% gain for the S&P 500, and over five years it fell 35.7% while the index gained 83.0%.

Weyerhaeuser offers an annual forward dividend of $0.84 per share, translating to a dividend yield of 4.28% and a payout ratio of 4.0%. The company distributes dividends quarterly and has paid dividends for 47 consecutive years. Over the past five years, dividend growth annualized reached 10.5%, with the last ex-dividend date recorded on September 4, 2026.

Wall Street sentiment reflects 8 Strong Buy, 2 Buy, and 2 Hold ratings, with zero Sell or Strong Sell ratings. The mean price target is $27.36, representing 39.5% upside over the last close of $19.61. For FY2026, analysts estimate revenue of $7.20B and EPS of $0.28, implying 40.8% EPS growth. For FY2027, 11 analysts project revenue to expand 6.5% to $7.66B with EPS growing 109.5% to $0.59. The company beat EPS estimates in 3 of the last 4 quarters, with the next earnings date scheduled for October 29, 2026.

This page is an AI-written research summary of Weyerhaeuser Company (WY). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

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