Weyerhaeuser マネジメント
マネジメント 基準チェック /44
Weyerhaeuserの CEO はDevin Stockfishで、 Jan2019年に任命され、 の在任期間は 7.5年です。 の年間総報酬は$ 13.98Mで、 9.3%給与と90.7%のボーナス（会社の株式とオプションを含む）で構成されています。 は、会社の株式の0.12%を直接所有しており、その価値は$ 20.19M 。経営陣と取締役会の平均在任期間はそれぞれ4.8年と10.4年です。
主要情報
Devin Stockfish
最高経営責任者
US$14.0m
報酬総額
| CEO給与比率 | 9.30% |
| CEO在任期間 | 7.5yrs |
| CEOの所有権 | 0.1% |
| 経営陣の平均在職期間 | 4.8yrs |
| 取締役会の平均在任期間 | 10.4yrs |
経営陣の近況
Recent updates
ナラティブ更新 • Jul 09
WY: Higher Margins And Buybacks Will Support A Rerating
Analysts have raised their price target on Weyerhaeuser from $26.00 to $27.00, citing updated assumptions around revenue growth, profit margins, and a lower future P/E multiple in their valuation work. What’s in the News for Weyerhaeuser From January 1, 2026 to March 31, 2026, Weyerhaeuser repurchased 409,043 shares for US$10 million, representing 0.06% of the company, under its existing buyback program.
ナラティブ更新 • Jun 25
WY: Buybacks And Margins Will Support Future Upside Potential
Analysts have modestly adjusted their price target for Weyerhaeuser to $31.18, reflecting updated views on the company’s discount rate, profit margin and forward P/E assumptions. What’s in the News for Weyerhaeuser Between January 1, 2026 and March 31, 2026, Weyerhaeuser repurchased 409,043 shares for US$10 million, representing 0.06% of its shares under an existing buyback program.分析記事 • Jun 16
Weyerhaeuser (WY) Stock Could Be 20.9% Undervalued After Earnings Beat And Cautious Outlook
Weyerhaeuser (WY) is back in focus after the company reported better than expected adjusted Q1 2026 earnings. The company paired that result with cautious guidance for Q2 and a projected decline in Strategic Land Solutions EBITDA. See our latest analysis for Weyerhaeuser. At a share price of US$24.65, Weyerhaeuser has seen a 30 day share price return of 8.69%, while its 1 year total shareholder return has declined 4.41%. This suggests that near term momentum has picked up even as longer term...ナラティブ更新 • Jun 03
WY: Engineered Flooring Systems And Buybacks Will Support Future Upside Potential
Analysts have marginally reset their Weyerhaeuser price target to $31.18 from $31.55, reflecting updated assumptions for slightly different revenue growth, profit margin, discount rate, and future P/E expectations. What's in the News No recent company specific news items were available from the provided sources.Seeking Alpha • May 24
Weyerhaeuser: An End To The Downturn Is In Sight (Rating Upgrade)
Summary Weyerhaeuser remains pressured by weak residential construction, with shares underperforming and macro headwinds limiting near-term upside. Timberlands and Wood Products segments face ongoing volume and pricing challenges, though lumber realizations have recently improved, and supply-side responses may stabilize markets. Balance sheet leverage is elevated at 5.1x, with free cash flow constrained by capex for a new EWP facility; dividend yield of 3.6% appears secure. I see WY as a 'collect the dividend' stock near current levels, with slow recovery expected and no rush to buy unless shares approach $20. Read the full article on Seeking Alphaナラティブ更新 • 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).ナラティブ更新 • 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).ナラティブ更新 • 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).ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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).ナラティブ更新 • 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.ナラティブ更新 • 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).ナラティブ更新 • 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).ナラティブ更新 • 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).ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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 AlphaCEO報酬分析
| 日付 | 総報酬 | 給与 | 会社業績 |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | US$397m |
| Dec 31 2025 | US$14m | US$1m | US$324m |
| Sep 30 2025 | n/a | n/a | US$331m |
| Jun 30 2025 | n/a | n/a | US$279m |
| Mar 31 2025 | n/a | n/a | US$365m |
| Dec 31 2024 | US$13m | US$1m | US$396m |
| Sep 30 2024 | n/a | n/a | US$534m |
| Jun 30 2024 | n/a | n/a | US$745m |
| Mar 31 2024 | n/a | n/a | US$802m |
| Dec 31 2023 | US$13m | US$1m | US$839m |
| Sep 30 2023 | n/a | n/a | US$631m |
| Jun 30 2023 | n/a | n/a | US$702m |
| Mar 31 2023 | n/a | n/a | US$1b |
| Dec 31 2022 | US$13m | US$1m | US$2b |
| Sep 30 2022 | n/a | n/a | US$2b |
| Jun 30 2022 | n/a | n/a | US$2b |
| Mar 31 2022 | n/a | n/a | US$3b |
| Dec 31 2021 | US$13m | US$1m | US$3b |
| Sep 30 2021 | n/a | n/a | US$2b |
| Jun 30 2021 | n/a | n/a | US$2b |
| Mar 31 2021 | n/a | n/a | US$1b |
| Dec 31 2020 | US$11m | US$960k | US$797m |
| Sep 30 2020 | n/a | n/a | US$491m |
| Jun 30 2020 | n/a | n/a | US$307m |
| Mar 31 2020 | n/a | n/a | US$363m |
| Dec 31 2019 | US$10m | US$982k | -US$76m |
報酬と市場: Devinの 総報酬 ($USD 13.98M ) は、 US市場 ($USD 14.63M ) の同様の規模の企業の平均とほぼ同じです。
報酬と収益: Devinの報酬は、過去 1 年間の会社の業績と一致しています。
CEO
Devin Stockfish (52 yo)
7.5yrs
在職期間
US$13,983,685
報酬
Mr. Devin W. Stockfish, Esq., J.D., is an Independent Director of Xcel Energy Inc. from January 23, 2025. He has been the President, Chief Executive Officer and Director of Weyerhaeuser Company since Janua...
リーダーシップ・チーム
| 名称 | ポジション | 在職期間 | 報酬 | 所有権 |
|---|---|---|---|---|
| President | 7.5yrs | US$13.98m | 0.12% $ 20.2m | |
| Senior VP & CFO | 4.2yrs | US$4.23m | 0.011% $ 1.9m | |
| Senior VP & Chief Administration Officer | 8.4yrs | US$4.29m | 0.023% $ 4.0m | |
| Senior Vice President of Timberlands | 4.8yrs | US$4.29m | 0.013% $ 2.3m | |
| Senior VP & Chief Development Officer | 1.5yrs | US$3.69m | 0.0032% $ 545.9k | |
| VP, Chief Accounting Officer & Controller | 4.2yrs | データなし | 0.0024% $ 407.7k | |
| Vice President of Investor Relations | no data | データなし | データなし | |
| Senior VP | 9.5yrs | US$3.18m | 0.024% $ 4.1m | |
| Senior Advisor | 12.9yrs | US$3.75m | データなし | |
| Senior Vice President of Wood Products | 2.1yrs | データなし | 0.016% $ 2.8m | |
| President of Weyerhaeuser Company Ltd | no data | データなし | データなし | |
| Senior Director | no data | データなし | データなし |
4.8yrs
平均在職期間
52yo
平均年齢
経験豊富な経営陣: WYの経営陣は 経験豊富 であると考えられます ( 4.8年の平均在職年数)。
取締役
| 名称 | ポジション | 在職期間 | 報酬 | 所有権 |
|---|---|---|---|---|
| President | 7.5yrs | US$13.98m | 0.12% $ 20.2m | |
| Independent Director | less than a year | US$147.17k | 0.0033% $ 575.3k | |
| Independent Non-Executive Chairman | 10.4yrs | US$484.98k | 0.030% $ 5.2m | |
| Independent Director | 6.4yrs | US$299.99k | 0.011% $ 1.9m | |
| Independent Director | 10.4yrs | US$319.99k | 0.0042% $ 722.1k | |
| Independent Director | 23.1yrs | US$314.99k | 0.0019% $ 326.5k | |
| Independent Director | 10.4yrs | US$299.99k | 0.0096% $ 1.7m | |
| Independent Director | 18.1yrs | US$299.99k | 0.0081% $ 1.4m | |
| Independent Director | 19.8yrs | US$299.99k | 0.0075% $ 1.3m | |
| Independent Director | 5.7yrs | US$299.99k | データなし | |
| Independent Director | 2.9yrs | US$299.99k | 0.0046% $ 803.3k |
10.4yrs
平均在職期間
66yo
平均年齢
経験豊富なボード: WYの 取締役会 は経験豊富で 経験豊富 です ( 10.4年の平均在任期間)。
企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/07/21 23:36 |
| 終値 | 2026/07/21 00:00 |
| 収益 | 2026/03/31 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Weyerhaeuser Company 10 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。24
| アナリスト | 機関 |
|---|---|
| Jacob Kilstein | Argus Research Company |
| Peter Ruschmeier | Barclays |
| Ketan Mamtora | BMO Capital Markets Equity Research |