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/WY
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Weyerhaeuser Co

Weyerhaeuser Co

WY
$24.49USD↑+0.16%+0.04 today

MARKET CAP

17.7B

P/E (TTM)

122.4x

FWD P/E

56.2x

DAY RANGE

$24 – $25

52W RANGE

$21
$28

AI Summary

Stalk
StalkMedium

WY is in a Stage 2 Advancing phase after repairing its EMA structure and breaking above the consolidation zone, supported by higher highs and higher lows above a flat-to-rising 50-DMA. However, price is extended above the 9 and 21 EMAs on the breakout, making short-term timing neutral. Execution should be deferred, stalking pullbacks into the rising EMA support zone.

  • ↑Q1 2026 revenue $1.7 B; adjusted EBITDA up 120% QOQ to $308 M reflects resilience.
  • ↑Acquired 117k acres of timberland for $375 M to boost high-value property cash flows.
  • ↓Housing affordability and weak consumer confidence keep housing starts subdued, hurting timber demand.
Full analysis →

The case for & against

Bull & Bear analysis

Bearish

Weyerhaeuser Company (NYSE: WY) is a leading timberland real estate investment trust specializing in sustainable forestry, timberland management, and the production of wood products. The company operates through three primary segments: Timberlands, Wood Products, and Strategic Land Solutions (SLS), positioning itself at the interface between natural resources and sustainable practices. As the demand for timber products is closely tied to the housing industry, Weyerhaeuser finds itself in a sector impacted by market volatility, interest rate fluctuations, and ongoing consumer sentiment shifts.

Bull says

  • ↑Q1 2026 revenue $1.7 B; adjusted EBITDA up 120% QOQ to $308 M reflects resilience.
  • ↑Acquired 117k acres of timberland for $375 M to boost high-value property cash flows.
  • ↑Dividend yield 1.17% and $151 M returned via dividends and buybacks signal shareholder focus.
  • ↑New products AeroStrand and ProPanel launches could capture market share amid innovation.
  • ↑Potential lumber tariff cuts may improve export pricing and long-term revenue outlook.
  • ↑Strong book-to-price ratio and solid balance sheet quality support value investor appeal.

Bear says

  • ↓Housing affordability and weak consumer confidence keep housing starts subdued, hurting timber demand.
  • ↓Weak profitability factors and low earnings yield amid rising production and raw material costs.
  • ↓Volatile log prices and supply chain constraints heighten operational and financial risk.
  • ↓Intense competition from peer producers compresses wood product prices and margins.
  • ↓Elevated leverage levels raise refinancing risk if EBITDA growth fails to materialize.
  • ↓Regulatory uncertainty around carbon credits could undermine long-term growth prospects.

Investment themes with WY

Nuclear↑ +1.23%

Nuclear energy production and related companies

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WY · SUZB3.SA · KLBN11.SA

Earnings Call · Q1 2026 · Mgmt. Guidance

Updated 05-02-2026neutral

Transcript signals

Bull points

  • I think you picked up some momentum there and I would expect that trend to continue really as we move forward.
  • $151 million to shareholders through the payment of our quarterly-based dividend and approximately $10 million through share repurchase activity in the first quarter.
  • Additionally, we expect to deliver steady growth from our climate solutions business in 2026.

Bear points

  • there's just a lot less SPF coming into the U.S. today.
  • there's just overall less SPF coming into the U.S., which creates an opportunity for both Douglas fir, but also for southern yellow pine.
  • Adjusted EBITDA for this segment decreased by $27 million compared to the fourth quarter, primarily attributable to changes in Intersegment Profit Elimination and LIFO.
Read full transcript analysis ›