Weyerhaeuser's FFO per share surged 36.3% year-over-year to $0.40 in 2026Q2, driven by margin expansion despite flat revenue near $1.8B, yet the widening gap between FFO and AFFO ($289M vs $150M) and thin dividend coverage (0.53x) raise concerns about earnings...
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue stagnated around $1.8B, but FFO per share jumped 36.3% year-over-year to $0.40 in 2026Q2, with NOI margin recovering to 16.7% from a 2.1% trough in 2025Q4, indicating operational leverage but persistent volatility.
Weyerhaeuser's stock has underperformed due to high interest rates and declining lumber prices. However, as these factors normalize, the company is expected to benefit, with upside potential as rates and wood prices recover.
The company's shares are trading at a significant discount to the estimated net asset value (NAV) of its timberland portfolio. Some analysts believe these assets are undervalued, trading at less than $2,000 per acre, despite their inherent value.
Weyerhaeuser offers a dividend yield of around 3.39% to 4%, which is considered attractive for income-focused investors. Future dividend growth is expected to be supported by lumber demand and potential interest rate cuts.
Trailing total returns as of 9/24/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Jul 30, 2026 | $0.13+67.3% vs $0.08 | $1.9B+1.0% vs $1.8B |
Q2 2026 Apr 30, 2026 | $0.11+87.4% vs $0.06 | $1.7B+0.5% vs $1.7B |
Q1 2026 Jan 29, 2026 | -$0.09+30.8% vs -$0.13 | $1.5B-1.8% vs $1.6B |
Q4 2025 Oct 30, 2025 | $0.06+185.7% vs -$0.07 | $1.8B+11.8% vs $1.6B |
California State Teachers Retirement System raised its holdings in shares of Weyerhaeuser Company (NYSE: WY) by 2,980.6% in the undefined quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 25,524,804 shares of the real estate investment trust's stock after purchasing an additional 24,696,247 shares
Hsbc Holdings PLC boosted its stake in Weyerhaeuser Company (NYSE: WY) by 23.0% during the undefined quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 1,636,104 shares of the real estate investment trust's stock after acquiring an additional 305,983 shares during the quarter. Hsbc
Nykredit A S acquired a new stake in Weyerhaeuser Company (NYSE: WY) during the undefined quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund acquired 86,620 shares of the real estate investment trust's stock, valued at approximately $2,074,000. A number of other large investors also recently
Weyerhaeuser remains a hold as housing market weakness and high rates delay recovery, but results appear to be bottoming. Elevated mortgage rates and construction capacity constraints suppress lumber demand, with recovery likely slow and drawn out into 2027. WY's leverage exceeds 5x, constraining buybacks and prioritizing debt reduction; dividend yield of 3.7% remains secure.
Benchmark WY against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Weyerhaeuser Company (WY)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $21.17 | $15.26B | 47.04 | -3.07% | 4.69% | 3.38% | 3.97% | |
| $41.73 | $3.23B | 149.04 | 3.71% | 5.76% | 3.26% | — | |
| $19.86 | $3.07B | 45.14 | -61.64% | 7.83% | 1.99% | — | |
| $68.02 | $4.75B | 32.70 | -7.92% | 2.19% | 3.11% | — | |
| $73.07 | $5.55B | -6.06 | -10.06% | -23.98% | -19.57% | — | |
| $81.78 | $4.62B | 16.36 | -4.99% | 3.66% | 7.27% | — |
Weyerhaeuser Company (WY) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
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Weyerhaeuser Company (WY) SEC filings — annual & quarterly reports (10-K, 10-Q)
Jul 30, 2026·SEC
Jun 25, 2026·SEC
May 28, 2026·SEC
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Weyerhaeuser Company (WY) stock FAQ — growth, dividends, profitability & financials explained
Weyerhaeuser Company (WY) reported $6.90B in revenue for fiscal year 2025. This represents a 38% decrease from $11.11B in 1996.
Weyerhaeuser Company (WY) saw revenue decline by 3.1% over the past year.
Yes, Weyerhaeuser Company (WY) is profitable, generating $472.0M in net income for fiscal year 2025 (4.7% net margin).
Yes, Weyerhaeuser Company (WY) pays a dividend with a yield of 3.97%. This makes it attractive for income-focused investors.
Weyerhaeuser Company (WY) has a return on equity (ROE) of 3.4%. This is below average, suggesting room for improvement.
Weyerhaeuser Company (WY) generated Funds From Operations (FFO) of $982.0M in the trailing twelve months. FFO is the primary profitability metric for REITs.
Weyerhaeuser Company (WY) offers a 3.97% dividend yield, which is attractive for income investors. REITs are required to distribute at least 90% of taxable income to shareholders.
