Weyerhaeuser (WY) Resumen de Acciones
Weyerhaeuser Company, uno de los mayores propietarios privados de terrenos madereros del mundo, inició su actividad en 1900. Saber más
| Puntuación del snowflake | |
|---|---|
| Valoración | 4/6 |
| Crecimiento futuro | 3/6 |
| Rendimiento pasado | 2/6 |
| Salud financiera | 2/6 |
| Dividendos | 1/6 |
Recompensas
Análisis de riesgos
WY Community Fair Values
Create NarrativeSee what 38 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Competidores de Weyerhaeuser Company
Historial de precios y rendimiento
| Precios históricos de las acciones | |
|---|---|
| Precio actual de la acción | US$23.52 |
| Máximo en las últimas 52 semanas | US$27.86 |
| Mínimo de 52 semanas | US$21.16 |
| Beta | 0.91 |
| Cambio en 1 mes | -5.50% |
| Variación en 3 meses | -6.96% |
| Cambio de 1 año | -6.85% |
| Variación en 3 años | -17.30% |
| Variación en 5 años | -38.62% |
| Variación desde la OPV | 801.46% |
Noticias y actualizaciones recientes
Actualización de narrativa • Apr 28
WY: Engineered Flooring Systems And Buybacks Will Support Future Upside Potential
Analysts have slightly reduced their price target for Weyerhaeuser to about $31.55 from roughly $31.73, reflecting updated assumptions around discount rate, revenue growth, profit margin and future P/E that leave the overall valuation largely unchanged. What's in the News Weyerhaeuser previewed two engineered wood products, Trus Joist ProPanel floor panels and Trus Joist AeroStrand Laminated Strand Lumber floor joists, aimed at giving builders more versatile, higher quality flooring options with features such as enhanced moisture resistance, self-draining technology and pre-cut openings for mechanical, electrical and plumbing needs (Key Developments).Seeking Alpha • Apr 27
Weyerhaeuser And Lumber: An Opportunity
Summary Weyerhaeuser Company remains a Buy at ~$25, offering a unique REIT structure with leveraged exposure to lumber price recovery. WY's share price has underperformed due to high interest rates and declining lumber prices, but upside potential exists as rates and wood prices normalize. Dividend yield stands at 3.39%, attractive versus equities but low for REITs; future dividend growth depends on lumber demand and rate cuts. I view any WY post-earnings dip as a buying opportunity, anticipating improved fundamentals with lower rates and higher lumber prices in late 2026 or 2027. Read the full article on Seeking AlphaRecent updates
Actualización de narrativa • Apr 28
WY: Engineered Flooring Systems And Buybacks Will Support Future Upside Potential
Analysts have slightly reduced their price target for Weyerhaeuser to about $31.55 from roughly $31.73, reflecting updated assumptions around discount rate, revenue growth, profit margin and future P/E that leave the overall valuation largely unchanged. What's in the News Weyerhaeuser previewed two engineered wood products, Trus Joist ProPanel floor panels and Trus Joist AeroStrand Laminated Strand Lumber floor joists, aimed at giving builders more versatile, higher quality flooring options with features such as enhanced moisture resistance, self-draining technology and pre-cut openings for mechanical, electrical and plumbing needs (Key Developments).Seeking Alpha • Apr 27
Weyerhaeuser And Lumber: An Opportunity
Summary Weyerhaeuser Company remains a Buy at ~$25, offering a unique REIT structure with leveraged exposure to lumber price recovery. WY's share price has underperformed due to high interest rates and declining lumber prices, but upside potential exists as rates and wood prices normalize. Dividend yield stands at 3.39%, attractive versus equities but low for REITs; future dividend growth depends on lumber demand and rate cuts. I view any WY post-earnings dip as a buying opportunity, anticipating improved fundamentals with lower rates and higher lumber prices in late 2026 or 2027. Read the full article on Seeking AlphaActualización de narrativa • Apr 13
WY: Engineered Flooring Systems And Share Buybacks Will Support Long-Term Upside
Analysts have slightly adjusted their fair value estimate for Weyerhaeuser to about $31.73 per share, a small change that reflects modest tweaks to discount rate, revenue growth, profit margin, and forward P/E assumptions rather than a major shift in the story. What's in the News Previewed Trus Joist ProPanel engineered floor panels at the International Builders' Show in Orlando, featuring enhanced moisture resistance, a fully sanded surface and self draining DownPore technology, aimed at giving builders more versatile flooring options (Key Developments).Actualización de narrativa • Mar 30
WY: Engineered Wood Products And Buybacks Will Drive Long-Term Upside
Analysts kept their Weyerhaeuser price target steady at $31.82, noting only fine tuning to assumptions such as a slightly lower discount rate and marginal adjustments to revenue growth, profit margin and future P/E inputs, rather than any broad shift in outlook. What's in the News Weyerhaeuser previewed Trus Joist ProPanel engineered floor panels at the International Builders' Show in Orlando, highlighting moisture resistance, a fully sanded surface, self-draining DownPore technology, and support through integrated engineering, field support, TJ-Pro Rating, and warranty coverage (Key Developments).Actualización de narrativa • Mar 16
WY: Engineered Wood Products And Buybacks Will Support Long-Term Upside
Analysts kept their Weyerhaeuser price target effectively unchanged at about $31.82. This reflects only minor tweaks to inputs such as the discount rate, revenue growth, profit margin, and future P/E assumptions rather than a shift in their overall view of the stock.Actualización de narrativa • Mar 02
WY: Biocarbon Facilities Will Support Long-Term Upside Potential
Analysts have increased their price target on Weyerhaeuser to $31.82 from $31.36, reflecting updated views on revenue growth, profit margins, the discount rate, and future P/E assumptions. What’s in the News Weyerhaeuser previewed two new engineered wood flooring products, Trus Joist ProPanel and Trus Joist AeroStrand Laminated Strand Lumber, at the National Association of Home Builders International Builders' Show in Orlando.Actualización de narrativa • Feb 16
WY: Biocarbon Partnership And Buybacks Will Support Long-Term Upside Potential
Analysts have adjusted their price target for Weyerhaeuser to $31.36 from $30.64, reflecting updated views on the discount rate, revenue growth, profit margin, and future P/E assumptions in their models. What's in the News From October 1, 2025 to December 31, 2025, Weyerhaeuser repurchased 700,758 shares, representing 0.1% of shares, for a total of US$16.21 million under its existing buyback program (Key Developments).Actualización de narrativa • Feb 02
WY: Biocarbon Joint Venture Will Support Long-Term Upside Potential
Narrative Update on Weyerhaeuser The analyst price target for Weyerhaeuser has been adjusted slightly higher to about US$30.64 from roughly US$30.27, reflecting updated analyst views that combine somewhat higher projected revenue growth and a richer forward P/E with a slightly lower expected profit margin. What's in the News Completed a share repurchase tranche from October 1, 2025 to December 31, 2025, buying back 700,758 shares (0.1% of shares) for US$16.21 million under an existing program Total repurchases under the May 8, 2025 buyback authorization now stand at 2,695,397 shares (0.37% of shares) for US$61.17 million Entered a memorandum of understanding with Aymium to produce and sell up to 1.5 million tons of sustainable biocarbon annually for use in metals production, with Weyerhaeuser supplying wood fiber and Aymium providing technology (company announcement) Formed TerraForge Biocarbon Solutions, a joint venture with Aymium, to build a facility next to Weyerhaeuser's McComb, Mississippi lumber mill that will convert wood fiber into biocarbon using a low emissions process (company announcement) Under the MOU, the partners plan to pursue long term biocarbon sales agreements and evaluate additional facility sites across Weyerhaeuser's footprint over the next five years, with a target of converting over 7 million tons of wood fiber to metallurgical grade biocarbon at full platform scale (company announcement) Valuation Changes The fair value estimate has risen slightly from about US$30.27 to roughly US$30.64 per share.Actualización de narrativa • Jan 18
WY: Biocarbon Expansion And Buybacks Will Support Long-Term Upside Potential
Analysts have nudged their price target for Weyerhaeuser up from about US$29.82 to roughly US$30.27, pointing to a different balance of assumptions that include adjusted revenue growth expectations, a higher profit margin outlook and a lower future P/E. What's in the News Weyerhaeuser and Aymium entered a memorandum of understanding to partner on producing and selling 1.5 million tons of sustainable biocarbon annually for use in metals production, with Weyerhaeuser providing the wood fiber and Aymium supplying its biocarbon technology (Key Developments).Actualización de narrativa • Jan 04
WY: Biocarbon Venture And Buybacks Will Support Future Upside Potential
Analysts have nudged their price target for Weyerhaeuser slightly higher to approximately $29.82, reflecting marginally increased discount rate and future earnings multiple assumptions while maintaining broadly unchanged growth and margin expectations. What's in the News Entered a memorandum of understanding with Aymium and formed the TerraForge Biocarbon Solutions joint venture to produce and sell up to 1.5 million tons of sustainable biocarbon annually as a replacement for coal in metals production, leveraging Weyerhaeuser timberlands and Aymium technology (Key Developments).Actualización de narrativa • Dec 20
WY: Biocarbon Venture Will Drive Future Upside Despite Softer Margin Outlook
Analysts have slightly lowered their price target on Weyerhaeuser by about 1 percent to reflect modestly softer long term revenue growth and margin expectations, while a higher anticipated future earnings multiple provides a partial offset. What's in the News Weyerhaeuser and Aymium entered a memorandum of understanding to create TerraForge Biocarbon Solutions, a joint venture to produce and sell up to 1.5 million tons of sustainable biocarbon annually as a coal replacement in metals production, leveraging multiple new facilities across Weyerhaeuser's footprint over the next five years (Key Developments).Actualización de narrativa • Dec 06
WY: Share Repurchases Will Drive Future Upside Despite Lower Margin Outlook
Analysts have trimmed their average price target on Weyerhaeuser slightly, from approximately 30.33 dollars to 30.18 dollars, citing more conservative assumptions for revenue growth and profit margins, despite a higher projected future P E multiple. What's in the News Completed a share repurchase of 1,994,639 shares, representing 0.28% of outstanding shares, for a total of 44.95 million dollars under the buyback program announced on May 8, 2025 (company disclosure) Between July 1, 2025 and September 30, 2025, repurchased 980,114 shares, or 0.14% of shares outstanding, for 25.18 million dollars as the final tranche of the current buyback authorization (company disclosure) Outlined a strategic growth plan, enterprise capability initiatives, and financial targets through 2030 at its Analyst and Investor Day, signaling a focus on long term value creation and margin expansion (Analyst/Investor Day) Valuation Changes Fair Value Estimate was reduced slightly from approximately 30.33 dollars to 30.18 dollars per share, reflecting modestly more conservative assumptions.Actualización de narrativa • Nov 22
WY: Share Repurchases Will Drive Upside Amid Rising Profit Margins
Analysts have slightly lowered their price target for Weyerhaeuser from $31.08 to $30.33, citing modest adjustments to expected revenue growth and profit margins. What's in the News From July 1, 2025 to September 30, 2025, Weyerhaeuser repurchased 980,114 shares, representing 0.14 percent, for $25.18 million.Actualización de narrativa • Nov 07
WY: Share Repurchases And Expanded Profit Margins Will Drive Upside
Analysts have revised their price target for Weyerhaeuser from $31.75 to $31.08. This update reflects changes in expectations for growth, profitability, and valuation metrics.Actualización de narrativa • Oct 24
Enterprise Strength And New Industry Partnerships Will Shape Long-Term Performance
Analysts have revised Weyerhaeuser's fair value estimate downward from $32.58 to $31.75. This change reflects updated models with slightly lower profit margins and revenue growth projections.Actualización de narrativa • Oct 09
Lower Harvest Costs And Occidental CCS Agreement Will Drive Outlook
Analysts have slightly reduced their price target for Weyerhaeuser, lowering it by $0.50 to $32.58. This change is attributed to minor adjustments in projected revenue growth and profit margins.Seeking Alpha • Apr 23
Weyerhaeuser: Seizing Market Share As Competitors Falter
Summary Pandemic disruptions and zero interest rates caused extreme volatility in the lumber industry, leading to a boom in 2021-2022 and a bust in 2023-2024. Weyerhaeuser Company's focus on operational efficiency, vertical integration, and supplemental revenue streams positioned it for dominant market share and profitability through industry cycles. Lumber demand is rebounding, but mill closures have constrained supply, driving prices up and benefiting efficient operators like Weyerhaeuser. U.S. tariffs on Canadian lumber will likely boost WY's margins, as most of its production is domestic, enhancing its competitive edge. Read the full article on Seeking AlphaSeeking Alpha • Feb 18
Bullish Action In Weyerhaeuser Is A Signal For Lumber
Summary Falling mortgage rates and pent-up housing demand could boost new home construction, driving higher lumber demand and supporting WY shares. Scale-down buying has been effective, with WY shares recovering from January lows and Q4 earnings beating forecasts despite missing revenue targets. WY's unique REIT structure with timberland assets and a 2.84% dividend yield make it an attractive investment amid improving market conditions. Tariffs on Canadian lumber and potential supply disruptions, coupled with lower interest rates, present a bullish case for higher lumber prices and WY's earnings. Read the full article on Seeking AlphaSeeking Alpha • Jan 29
Trees Always Grow, But Weyerhaeuser Doesn't
Summary Weyerhaeuser Company is best assessed for total returns over time, but long-term returns are not attractive, leading to a Hold rating. Historical returns over the past decade were 44%, underperforming simpler investments like the 10Y Treasury Note, highlighting the cyclicality of the timber business. WY's business model involves timberlands, real estate, and wood products, with earnings primarily distributed as dividends due to REIT status. Future outlook suggests stable but unremarkable demand for timber/lumber; current valuation around $30 seems fair but not compelling for investment. Read the full article on Seeking AlphaSeeking Alpha • Nov 07
WY: Lumber In The Off Season For Demand
Summary 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. I recommend buying Weyerhaeuser Company shares, anticipating higher lumber prices in 2025 due to pent-up housing demand and potential declines in mortgage rates. Read the full article on Seeking AlphaSeeking Alpha • Oct 21
Weyerhaeuser Offers Industry-Leading Asset Portfolio
Summary Weyerhaeuser is the largest timberland REIT in North America, owning 10.5 million acres in the US and licensing 14 million acres in Canada. Despite current market softness, WY's industry-leading financial position and substantial asset portfolio support a safe 2.8% dividend yield. WY's estimated fair value is $44.43, based on 2025 funds from operations and a price-to-FFO ratio of 23.1x. Long-term construction demand and short-term pricing tailwinds from Canadian lumber asset shutdowns present growth opportunities, backed by $1 billion in annual free cash flow. Read the full article on Seeking AlphaSeeking Alpha • Sep 18
Weyerhaeuser: Unattractive Given Muted Construction Activity
Summary Weyerhaeuser's shares have underperformed due to weaker lumber prices and a sluggish US construction market, pressures I expect to persist. The company's Q2 earnings showed some sequential improvement, but overall earnings remain mixed, particularly in the Wood Product unit. Even lower mortgage rates are likely to have a limited impact on construction activity, meaning lumber prices may stay rangebound. I recommend selling WY shares given modest organic growth opportunities and an expensive 3.5% free cash flow yield. Read the full article on Seeking AlphaSeeking Alpha • Jul 16
Weyerhaeuser: The November Election Could Determine Lumber Demand And Prices
Summary Lumber prices closely follow changes in interest rates, impacting demand for new home construction and wood products. Weyerhaeuser Company operates as a REIT with a lumber call option attached, providing exposure to the lumber market without trading futures. Falling energy prices, potentially achieved through Republican energy policies, could reduce inflation, leading to lower interest rates and increased demand for lumber and new home construction. Read the full article on Seeking AlphaSeeking Alpha • Jul 10
With Weak Demand And Plunging Prices, Weyerhaeuser Is Worth Watching
Summary Softening activity in residential construction is impacting demand for key inputs like lumber and OSB, sending prices lower on top of weakening volumes. With China's property sector also in serious trouble, demand for high-value sawlogs from the Pacific Northwest has declined as well. Wood product manufacturers behave far more responsibly now than in past cycles, and while Weyerhaeuser will see significant profit declines from the last peak, the declines are manageable and temporary. I do see near-term risks to lumber/wood product prices and further downside risk to WY estimates for 2024/25, but there is a significant housing shortage in the U.S. that will support healthy demand after this reset. I see cash flows and EBITDA support a fair value in the mid-to-high $30's, but investors need to be aware of the risk that the trough could be even lower than I expect. Read the full article on Seeking AlphaSeeking Alpha • May 07
Weyerhaeuser: Housing Is Still A Key Demand Driver For Timber
Summary Weyerhaeuser is the largest public REIT in the timberland industry, owning approximately 11 million acres of timberlands in the US and managing another 14 million acres in Canada. The company's operations are divided into three regions: North, South, and West, with the West region being the largest contributor to revenue. Weyerhaeuser's scale is unmatched, outperforming peers as the industry continues to consolidate. Read the full article on Seeking AlphaSeeking Alpha • Mar 21
Weyerhaeuser: The Best Overall Timberland Play
Summary Timber pricing in the U.S. has not kept up with inflation due to oversupply, while lumber prices have risen significantly. Timber REITs have seen weak profitability from timber segments, but strong profit margins from wood products. The timber and timberland sector is transitioning from a decade of oversupply to long-term undersupply, driven by new sources of demand such as solar conversions and carbon capture. Read the full article on Seeking AlphaRentabilidad de los accionistas
| WY | US Specialized REITs | Mercado US | |
|---|---|---|---|
| 7D | 0.7% | 1.9% | -0.8% |
| 1Y | -6.9% | 5.0% | 27.1% |
Rentabilidad vs. Industria: Los resultados de WY fueron inferiores a los de la industria US Specialized REITs, que obtuvo un rendimiento del 5% el año pasado.
Rentabilidad vs. Mercado: WY obtuvo unos resultados inferiores a los del mercado US, que fueron del 27.1% el año pasado.
Volatilidad de los precios
| WY volatility | |
|---|---|
| WY Average Weekly Movement | 3.4% |
| Specialized REITs Industry Average Movement | 3.7% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.3% |
| 10% least volatile stocks in US Market | 3.2% |
Precio estable de las acciones: WY no ha tenido una volatilidad de precios significativa en los últimos 3 meses en comparación con el mercado US.
Volatilidad a lo largo del tiempo: La volatilidad semanal de WY (3%) se ha mantenido estable durante el año pasado.
Acerca de la empresa
| Fundada | Empleados | CEO | Página web |
|---|---|---|---|
| 1900 | 9,517 | Devin Stockfish | www.weyerhaeuser.com |
Weyerhaeuser Company, uno de los mayores propietarios privados de terrenos madereros del mundo, inició su actividad en 1900. En la actualidad, la empresa posee o controla más de 10 millones de acres de bosques en Estados Unidos, así como otros bosques públicos gestionados mediante licencias a largo plazo en Canadá. Weyerhaeuser es líder mundial en sostenibilidad desde hace más de un siglo y gestiona el 100% de sus bosques de forma totalmente sostenible, de conformidad con las normas de silvicultura sostenible reconocidas internacionalmente.
Resumen de fundamentos de Weyerhaeuser Company
| Estadísticas fundamentales de WY | |
|---|---|
| Capitalización bursátil | US$16.76b |
| Beneficios(TTM) | US$397.00m |
| Ingresos (TTM) | US$6.87b |
42.7x
Ratio precio-beneficio (PE)2.5x
Ratio precio-ventas (PS)¿Está WY sobrevalorada?
Ver valor justo y análisis de valoraciónBeneficios e Ingresos
| Cuenta de resultados (TTM) de WY | |
|---|---|
| Ingresos | US$6.87b |
| Coste de los ingresos | US$5.86b |
| Beneficio bruto | US$1.01b |
| Otros gastos | US$611.00m |
| Beneficios | US$397.00m |
Últimos beneficios comunicados
Mar 31, 2026
Próxima fecha de beneficios
n/a
| Beneficios por acción (BPA) | 0.55 |
| Margen bruto | 14.67% |
| Margen de beneficio neto | 5.78% |
| Ratio deuda/patrimonio | 57.5% |
¿Cómo se ha desempeñado WY a largo plazo?
Ver rendimiento histórico y comparativaDividendos
3.6%
Rentabilidad actual por dividendo111%
Ratio de pagos¿Paga WY dividendos fiables?
Ver historial de dividendos e índices de referencia de WY| fechas de dividendos de Weyerhaeuser | |
|---|---|
| Fecha ex dividendo | Jun 05 2026 |
| Fecha de pago de dividendos | Jun 22 2026 |
| Días hasta ex dividendo | 13 days |
| Días hasta la fecha de pago de dividendos | 30 days |
¿Paga WY dividendos fiables?
Ver historial de dividendos e índices de referencia de WYAnálisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/05/21 13:19 |
| Precio de las acciones al final del día | 2026/05/21 00:00 |
| Beneficios | 2026/03/31 |
| Ingresos anuales | 2025/12/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
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| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
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* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
Weyerhaeuser Company está cubierta por 24 analistas. 10 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| Jacob Kilstein | Argus Research Company |
| Peter Ruschmeier | Barclays |
| Ketan Mamtora | BMO Capital Markets Equity Research |