Weyerhaeuser Company is an American timberland company which owns nearly 12,400,000 acres of timberlands in the U.S. and manages an additional 14,000,000 acres timberlands under long-term licenses in Canada. The company also manufactures wood products. Weyerhaeuser is a real estate investment trust.
| Revenue (TTM) | $6.85B |
| Gross Profit (TTM) | $994.00M |
| EBITDA | $688.00M |
| Operating Margin | 8.03% |
| Return on Equity | 4.97% |
| Return on Assets | 0.67% |
| Revenue/Share (TTM) | $9.50 |
| Book Value | $13.12 |
| Price-to-Book | 1.64 |
| Price-to-Sales (TTM) | 2.06 |
| EV/Revenue | 2.984 |
| EV/EBITDA | 17.58 |
| Quarterly Earnings Growth (YoY) | 87.10% |
| Quarterly Revenue Growth (YoY) | -0.90% |
| Shares Outstanding | $720.74M |
| Float | $717.29M |
| % Insiders | 0.33% |
| % Institutions | 91.65% |
Volatility is currently contracting
Two REITs sit within a half-point of each other on yield, but one funds its dividend from locked-in contracts while the other depends on a commodity market that nobody can predict.
Weyerhaeuser (WY) trades near its 52-week low, pricing its timberland portfolio at a steep discount to recent transaction values. I estimate fair value at $24–$29 per share, 30–57% above current levels, based on mid-cycle EBITDA and conservative land appraisals. Dividend coverage is weak—recent Adjusted FAD covers only 59% of the $0.84 base dividend, with land sales bridging the gap.
Webcast and conference call on October 30 at 7 a.m. PT (10 a.m.
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Drayton Valley, Alberta, selected to receive multi-year investment through the company's Thrive program SEATTLE, Sept. 21, 2026 /PRNewswire/ -- Weyerhaeuser Company (NYSE: WY) today announced a commitment to invest $1 million in Drayton Valley, Alberta, through the company's Thrive program.
Lumber and engineered wood gains drive Weyerhaeuser's Q2 earnings beat, but OSB cost pressure and mixed guidance keep the recovery uneven.
Weyerhaeuser's earnings beat and lumber recovery fuel a sharp rally, but premium valuation and housing headwinds could test whether the gains continue.
Weyerhaeuser's earnings recovery and Climate Solutions growth support the outlook, but premium valuation and housing risks keep the buy case balanced.
Weyerhaeuser Company (WY) Q2 2026 Earnings Call Transcript
WY's Q2 earnings beat as stronger Wood Products performance offset weaker Timberlands and Strategic Land Solutions, with mixed Q3 guidance ahead.
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