ALTSTATION.IO

Weyerhaeuser Company (WY) Stock Analysis

By Nova Skye | AltStation.io | Updated February 07, 2026

Price

$26.52

Change

-0.69%

Market Cap

$19.12B

Avg Volume

7.3M

Company Overview

Weyerhaeuser Company is a major player in the timber and wood products industry, headquartered in Seattle, Washington. They own or control about 10.4 million acres of timberland across the U.S. and manage additional timberland in Canada. Weyerhaeuser produces lumber, engineered wood products, and sustainable forestry solutions, serving a diverse range of customers in construction, manufacturing, and energy sectors.

Weyerhaeuser is a market leader in the timberland and wood products sector, leveraging its vast land holdings and sustainable practices as a competitive edge. They stand out with a focus on sustainability, compliant with global forestry standards, which appeals to environmentally conscious buyers. Key competitors include companies like Rayonier and Georgia-Pacific, both of which pose threats through regional dominance and specialized product offerings.

Currently, Weyerhaeuser is navigating a dynamic market amid fluctuating demand for construction materials and regulatory pressures on sustainability. In 2024, the company reported $7.1 billion in net sales, indicating stability in its revenue streams. With plans to explore growth in climate solutions and energy resources, Weyerhaeuser appears to be positioned for adaptive strategies that capitalize on market needs while reinforcing its sustainable operational framework.

Key Financials

Market Cap

$19.12B

Revenue

$6.90B

EBITDA

$754.00M

Gross Margin

14.8%

Profit Margin

4.7%

Revenue Growth

-9.8%

Total Cash

$464.00M

Total Debt

$5.57B

Free Cash Flow

-$91.50M

52-Week Price Performance Analysis

Price Statistics

P/E Ratio

58.94

Forward P/E

37.93

Beta

1.03

52-Week High

$31.66

52-Week Low

$21.16

EPS

$0.45

50-Day Avg

$24.31

200-Day Avg

$24.95

Price/Book

2.03

Technical Analysis

Over the past 52 weeks, Weyerhaeuser Company (WY) has exhibited a predominantly downward trend, declining from a peak around $30 in February to its current price of $26.52, representing an 8.6% decrease over the period. Key support is evident near the $24 level, which has held during several dips, while the $28-$29 range serves as a crucial resistance zone, particularly around April and January. Additionally, the chart reveals a potential double bottom pattern around $24, indicating a possible reversal if confirmed with sustained upward momentum. In recent weeks, there has been a slight uptrend, with price bouncing off the $24 support and approaching resistance at $27-$28, which suggests a growing bullish sentiment. Positioned at approximately 10% above its 52-week low of $24, the current price implies that while the stock is still beneath the midpoint of its annual range, it may show signs of recovery if it can breach the resistance levels above.

Recent News and Developments

Market Update

Here’s a summary of the latest news and developments for Weyerhaeuser Company (WY) stock in the past week (February 1 – February 7, 2026):

Market Update

### Weyerhaeuser Discusses Q4 2025 Earnings and Full-Year Results

Market Update

Weyerhaeuser held its quarterly earnings conference call on February 2, 2026, to discuss its financial performance. The company reported full-year 2025 GAAP earnings of $0.45 per diluted share on net sales of $6.9 billion. For the fourth quarter of 2025, Weyerhaeuser reported a loss of $0.09 per diluted share on net sales of $1.5 billion, which surpassed analysts’ consensus estimates for earnings

Market Sentiment and Analyst Recommendations

Bull Case

Weyerhaeuser trades at a 16% discount to analyst consensus target of $30.91, offering a clean entry point with 11 buy ratings across the street. The company just reported Q4 earnings that beat EPS estimates despite a difficult lumber market, signaling operational discipline when conditions are weak. With $464M in cash against $5.57B debt, the balance sheet supports the 5.5% dividend yield while the company works through cyclical headwinds. The technical setup is constructive — the stock bounced cleanly off $24 support and is now testing the $27-28 resistance zone that held in April and January, suggesting institutional accumulation. Timber REITs historically outperform during rate normalization periods as cap rates compress and long-duration assets become more attractive. At a 58.94 P/E the valuation looks stretched until you remember this is a REIT — compare it to peers on FFO multiples instead, where it’s actually reasonable.

Bear Case

Revenue declined 9.8% year-over-year and the company reported a Q4 loss of $0.09 per share, which means full-year earnings of $0.45 are barely covering the dividend. Lumber prices remain under pressure from weak housing starts and construction demand, and there’s no near-term catalyst to reverse that trend. The debt load of $5.57B is substantial and limits financial flexibility if timber prices stay depressed or rates stay higher for longer. The 52-week chart shows the stock down 15.6% despite the recent bounce, and it’s still 8.6% below the $30 level it hit a year ago — the market is pricing in continued weakness. Analyst targets range wildly from $27 to $38, which tells you there’s genuine disagreement about where this company goes next. The consensus target of $30.91 implies only 16% upside, which doesn’t compensate for the downside risk if lumber demand deteriorates further.

What to Watch

Monitor lumber futures and housing starts data monthly — any sustained move below $400 per thousand board feet signals further pain ahead. Watch for the next quarterly earnings call (likely May 2026) to see if revenue stabilization appears, particularly in the real estate and timberland markets. Track the $24 support level as the critical floor; a break below that invalidates the double-bottom pattern and could trigger a retest of $21 lows. Pay attention to Fed rate trajectory and 10-year yields, since lower rates would boost real estate activity and pull timber demand higher. Debt management is critical — watch for any covenant pressure or refinancing announcements that could force dilutive equity raises. The $27-28 resistance must hold and break convincingly with volume for the bull case to gain traction; rejection here suggests the bounce was just a dead-cat bounce in a longer downtrend.

Analyst Consensus

BUY

Based on 11 analyst opinions

Low Target

$27.00

Mean Target

$30.91

High Target

$38.00

Earnings and Financial Data

Sector

Real Estate

Industry

REIT – Specialty

Employees

9,500

Earnings & Dividends

Next Earnings

Apr 23, 2026

EPS (Trailing)

$0.45

Dividend Yield

314.0%

Payout Ratio

186.7%

Frequently Asked Questions

Is WY a good stock to buy?

Weyerhaeuser Company (WY) has an analyst recommendation of BUY with a target price of $30.91, suggesting significant upside potential from its current price of $26.52. The valuation carries a forward P/E of 37.93, which indicates it might be overvalued based on earnings growth expectations.

What is WY’s price target?

Analysts have set a price target of $30.91 for Weyerhaeuser, indicating a potential upside of approximately 16.0% from its current trading price of $26.52. Investors generally see this target as a bullish sign for the stock’s future performance.

Does WY pay a dividend?

Yes, Weyerhaeuser has an attractive dividend yield of 314.0%. This substantial yield indicates the company is focused on returning value to shareholders, making it appealing for income-focused investors.

What is WY’s 52-week price range?

Weyerhaeuser’s stock has traded between $21.16 and $31.66 over the past year. This range highlights its volatility and the potential for significant price movements in the future.

What is Weyerhaeuser’s market cap?

Weyerhaeuser has a market capitalization of $19.12 billion. This positions it as a significant player in the REIT – Specialty sector, allowing for better capital access and growth opportunities compared to smaller competitors.

Related Stock Reports

Disclaimer: This report is for informational purposes only and does not constitute financial advice. The analysis and opinions expressed are those of AltStation.io and should not be relied upon as the sole basis for investment decisions. Always conduct your own research and consult with a qualified financial advisor before making investment decisions. Past performance does not guarantee future results. Updated February 07, 2026.