Weyerhaeuser
About: Weyerhaeuser ranks among the world's largest forest product companies. Following the 2016 sale of its pulp business to International Paper, Weyerhaeuser operates three business segments: timberlands, wood products, and real estate. Weyerhaeuser is structured as a real estate investment trust and is not required to pay federal income taxes on earnings generated by timber harvest activities. Earnings from its wood products segment are subject to federal income tax. Weyerhaeuser acquired fellow timber REIT Plum Creek in 2016.
Employees: 9,318
0
Funds holding %
of 6,809 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
80% more call options, than puts
Call options by funds: $40M | Put options by funds: $22.2M
50% more funds holding in top 10
Funds holding in top 10: 4 [Q2] → 6 (+2) [Q3]
18% more capital invested
Capital invested by funds: $17.4B [Q2] → $20.4B (+$3.07B) [Q3]
0.91% less ownership
Funds ownership: 83.98% [Q2] → 83.06% (-0.91%) [Q3]
8% less repeat investments, than reductions
Existing positions increased: 313 | Existing positions reduced: 340
2% less funds holding
Funds holding: 937 [Q2] → 921 (-16) [Q3]
15% less first-time investments, than exits
New positions opened: 92 | Existing positions closed: 108
Research analyst outlook
2 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$34
24%
upside
Avg. target
$36
31%
upside
High target
$38
38%
upside
2 analyst ratings
1 positive
50%
1 neutral
50%
0 negative
0%
BMO Capital Ketan Mamtora 43% 1-year accuracy 3 / 7 met price target | 38%upside $38 | Outperform Upgraded | 6 Dec 2024 |
Truist Securities Michael Roxland 55% 1-year accuracy 24 / 44 met price target | 24%upside $34 | Hold Maintained | 15 Oct 2024 |
Financial journalist opinion
Neutral
PRNewsWire
2 days ago
Weyerhaeuser to Release Fourth Quarter Results on January 30
Webcast and conference call on January 31 at 7 a.m. PT (10 a.m.
Positive
Zacks Investment Research
1 month ago
Weyerhaeuser to Build TimberStrand Facility in AR, Expands EWP Capacity
WY is set to double TimberStrand's total North American capacity with new facility in Monticello and Warren, AR.
Neutral
GlobeNewsWire
1 month ago
Weyerhaeuser Company announces plan to build new facility in south Arkansas
LITTLE ROCK, Ark., Nov. 18, 2024 (GLOBE NEWSWIRE) -- Weyerhaeuser Company, one of the world's largest private owners of timberlands, has announced an estimated $500 million investment to build a new, state-of-the-art TimberStrand® facility near Monticello and Warren, Arkansas.
Neutral
PRNewsWire
1 month ago
Weyerhaeuser Expanding Engineered Wood Products Portfolio
Announces strategic investment to build new TimberStrand® facility in Arkansas SEATTLE , Nov. 18, 2024 /PRNewswire/ -- Weyerhaeuser Company (NYSE: WY) today announced its plan to invest approximately $500 million to build a new, state-of-the-art TimberStrand® facility near Monticello and Warren, Arkansas, expanding the company's engineered wood products (EWP) capacity in the U.S. South. The facility will have an annual production capacity of approximately 10 million cubic feet, which is comparable to the company's existing TimberStrand® facility in Kenora, Ontario.
Neutral
PRNewsWire
1 month ago
Weyerhaeuser Appoints Paul Hossain as Senior Vice President and Chief Development Officer
Hossain to replace Russell Hagen, who is retiring at the end of 2024 SEATTLE , Nov. 11, 2024 /PRNewswire/ -- Weyerhaeuser Company (NYSE: WY) today announced the appointment of Paul Hossain as senior vice president and chief development officer, effective January 1, 2025. In this role, he will oversee the company's Real Estate, Energy & Natural Resources segment, including its Natural Climate Solutions business, as well as Business Development and Acquisitions and Divestitures.
Neutral
PRNewsWire
1 month ago
Weyerhaeuser Company Declares Dividend on Common Shares
SEATTLE , Nov. 8, 2024 /PRNewswire/ -- Weyerhaeuser Company (NYSE: WY) today announced that its board of directors declared a quarterly base cash dividend of $0.20 per share on the common stock of the company, payable in cash on December 13, 2024, to holders of record of such common stock as of the close of business on November 29, 2024. Under Weyerhaeuser's cash return framework, the company expects to supplement its quarterly base cash dividend, as appropriate, with an additional return of variable cash to achieve a targeted total return to shareholders of 75 to 80 percent of annual Adjusted Funds Available for Distribution (Adjusted FAD).
Negative
Seeking Alpha
1 month ago
WY: Lumber In The Off Season For Demand
Lumber prices indicate economic health and new housing demand, but lumber futures are illiquid, leading to high volatility during bullish or bearish trends. Weyerhaeuser Company offers a more liquid investment correlated with lumber prices, outperforming during downturns and underperforming during upswings. Falling short-term interest rates could eventually lower long-term rates, boosting new home construction and increasing lumber demand, positively impacting WY shares.
Positive
Seeking Alpha
1 month ago
An Inflection Point In Residential Real Estate
Residential real estate supply is limited due to construction costs relative to NOI. In 2025 and 2026, housing will be increasingly undersupplied. The undersupply should drive up property revenues until such a point that development becomes viable.
Neutral
Seeking Alpha
1 month ago
Weyerhaeuser Company (WY) Q3 2024 Earnings Call Transcript
Weyerhaeuser Company (NYSE:WY ) Q3 2024 Earnings Conference Call October 25, 2024 10:00 AM ET Company Participants Andy Taylor - Vice President of Investor Relations Devin W. Stockfish - President and Chief Executive Officer David M.
Neutral
Zacks Investment Research
1 month ago
Weyerhaeuser Q3 Earnings Beat Estimates, Revenues Lag, Stock Down
WY's third-quarter 2024 results portray lower fee harvest volumes, a decrease in domestic sales volumes, high lumber manufacturing and raw materials costs.
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