Weyerhaeuser (WY) Hisse Özeti
Dünyanın en büyük özel kereste arazisi sahiplerinden biri olan Weyerhaeuser Company, 1900 yılında faaliyetlerine başlamıştır. Daha fazla detay
| Kar Tanesi Skoru | |
|---|---|
| Değerleme | 4/6 |
| Gelecekteki Büyüme | 3/6 |
| Geçmiş Performans | 2/6 |
| Finansal Sağlık | 2/6 |
| Temettüler | 1/6 |
Ödüller
Risk Analizi
WY Community Fair Values
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Analyst Price Targets
Weyerhaeuser Company Rakipler
Fiyat Geçmişi ve Performans
| Tarihsel hisse senedi fiyatları | |
|---|---|
| Güncel Hisse Fiyatı | US$23.52 |
| 52 Haftanın En Yüksek Seviyesi | US$27.86 |
| 52 Haftanın En Düşük Seviyesi | US$21.16 |
| Beta | 0.91 |
| 1 Aylık Değişim | -5.50% |
| 3 Aylık Değişim | -6.96% |
| 1 Yıllık Değişim | -6.85% |
| 3 Yıllık Değişim | -17.30% |
| 5 Yıllık Değişim | -38.62% |
| Halka arzdan bu yana değişim | 801.46% |
Son Haberler & Güncellemeler
Anlatı Güncellemesi • 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
Anlatı Güncellemesi • 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 AlphaAnlatı Güncellemesi • 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).Anlatı Güncellemesi • 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).Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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).Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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).Anlatı Güncellemesi • 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).Anlatı Güncellemesi • 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).Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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 AlphaHissedar Getirileri
| WY | US Specialized REITs | US Pazar | |
|---|---|---|---|
| 7D | 0.7% | 0.8% | -0.3% |
| 1Y | -6.9% | 3.8% | 26.7% |
Getiri vs. Endüstri: WY geçen yıl % 3.8 oranında getiri sağlayan US Specialized REITs sektörünün gerisinde kaldı.
Getiri vs Piyasa: WY geçen yıl % 26.7 oranında getiri sağlayan US Piyasasının altında performans gösterdi.
Fiyat Oynaklığı
| 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 | 16.2% |
| 10% least volatile stocks in US Market | 3.2% |
İstikrarlı Hisse Senedi Fiyatı: WY son 3 ayda US piyasasına kıyasla önemli bir fiyat oynaklığı yaşamadı.
Zaman İçindeki Volatilite: WY 'nin haftalık oynaklığı ( 3% ) son bir yıldır istikrarlı seyretti.
Şirket Hakkında
| Kuruldu | Çalışanlar | CEO | Web sitesi |
|---|---|---|---|
| 1900 | 9,517 | Devin Stockfish | www.weyerhaeuser.com |
Dünyanın en büyük özel kereste arazisi sahiplerinden biri olan Weyerhaeuser Company, faaliyetlerine 1900 yılında başladı. Bugün firma, ABD'de 10 milyon dönümden fazla kereste arazisinin yanı sıra Kanada'da uzun vadeli lisanslar altında yönetilen ek kamu kereste arazilerinin sahibidir veya kontrol etmektedir. Weyerhaeuser yüzyılı aşkın bir süredir sürdürülebilirlik konusunda küresel bir liderdir ve kereste arazilerinin yüzde 100'ünü uluslararası kabul görmüş sürdürülebilir ormancılık standartlarına uygun olarak tamamen sürdürülebilir bir temelde yönetmektedir.
Weyerhaeuser Company Temel Bilgiler Özeti
| WY temel i̇stati̇sti̇kler | |
|---|---|
| Piyasa değeri | US$16.76b |
| Kazançlar(TTM) | US$397.00m |
| Gelir(TTM) | US$6.87b |
42.7x
F/K Oranı2.5x
P/S OranıWY aşırı değerli mi?
Gerçeğe Uygun Değer ve değerleme analizine bakınızKazanç ve Gelir
| WY gelir tablosu (TTM) | |
|---|---|
| Gelir | US$6.87b |
| Gelir Maliyeti | US$5.86b |
| Brüt Kâr | US$1.01b |
| Diğer Giderler | US$611.00m |
| Kazançlar | US$397.00m |
Son Raporlanan Kazançlar
Mar 31, 2026
Sonraki Kazanç Tarihi
n/a
| Hisse başına kazanç (EPS) | 0.55 |
| Brüt Marj | 14.67% |
| Net Kâr Marjı | 5.78% |
| Borç/Özkaynak Oranı | 57.5% |
WY uzun vadede nasıl bir performans gösterdi?
Geçmiş performansı ve karşılaştırmayı görünTemettüler
3.6%
Mevcut Temettü Verimi111%
Ödeme OranıWY güvenilir bir temettü ödüyor mu?
WY temettü geçmişine ve kıyaslamalara bakın| Weyerhaeuser temettü tari̇hleri̇ | |
|---|---|
| Eski Temettü Tarihi | Jun 05 2026 |
| Temettü Ödeme Tarihi | Jun 22 2026 |
| Eski temettüye kadar geçen günler | 14 days |
| Temettü ödeme tarihine kadar geçen günler | 31 days |
WY güvenilir bir temettü ödüyor mu?
WY temettü geçmişine ve kıyaslamalara bakınŞirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/05/21 21:35 |
| Gün Sonu Hisse Fiyatı | 2026/05/21 00:00 |
| Kazançlar | 2026/03/31 |
| Yıllık Kazançlar | 2025/12/31 |
Veri Kaynakları
Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.
| Paket | Veri | Zaman Çerçevesi | Örnek ABD Kaynağı * |
|---|---|---|---|
| Şirket Finansalları | 10 yıl |
| |
| Analist Konsensüs Tahminleri | +3 yıl |
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| Piyasa Fiyatları | 30 yıl |
| |
| Sahiplik | 10 yıl |
| |
| Yönetim | 10 yıl |
| |
| Önemli Gelişmeler | 10 yıl |
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* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.
Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.
Analiz Modeli ve Kar Tanesi
Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.
Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.
Endüstri ve Sektör Metrikleri
Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.
Analist Kaynakları
Weyerhaeuser Company 24 Bu analistlerden 10, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| Jacob Kilstein | Argus Research Company |
| Peter Ruschmeier | Barclays |
| Ketan Mamtora | BMO Capital Markets Equity Research |