Weyerhaeuser Company $WY Shares Bought by Royal Bank of Canada

Royal Bank of Canada grew its position in Weyerhaeuser Company (NYSE:WY) by 26.4% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 2,003,732 shares of the real estate investment trust’s stock after purchasing an additional 418,911 shares during the period. Royal Bank of Canada’s holdings in Weyerhaeuser were worth $48,951,000 as of its most recent SEC filing.

A number of other institutional investors have also modified their holdings of WY. Wellington Management Group LLP lifted its position in Weyerhaeuser by 4.4% during the fourth quarter. Wellington Management Group LLP now owns 41,378,212 shares of the real estate investment trust’s stock valued at $980,250,000 after buying an additional 1,731,315 shares in the last quarter. First Eagle Investment Management LLC increased its position in shares of Weyerhaeuser by 166.1% in the fourth quarter. First Eagle Investment Management LLC now owns 37,621,004 shares of the real estate investment trust’s stock worth $891,242,000 after acquiring an additional 23,485,504 shares in the last quarter. State Street Corp increased its position in shares of Weyerhaeuser by 1.7% in the fourth quarter. State Street Corp now owns 33,031,378 shares of the real estate investment trust’s stock worth $782,513,000 after acquiring an additional 562,781 shares in the last quarter. Norges Bank purchased a new position in shares of Weyerhaeuser in the 4th quarter valued at $549,531,000. Finally, Geode Capital Management LLC raised its stake in shares of Weyerhaeuser by 1.1% in the 4th quarter. Geode Capital Management LLC now owns 20,299,110 shares of the real estate investment trust’s stock valued at $479,155,000 after acquiring an additional 225,227 shares during the period. Hedge funds and other institutional investors own 82.99% of the company’s stock.

Weyerhaeuser News Summary

Here are the key news stories impacting Weyerhaeuser this week:

• Positive Sentiment: Weyerhaeuser reported adjusted earnings of $0.13 per share, above consensus estimates of approximately $0.08, while revenue of $1.87 billion also topped expectations. Earnings increased from $0.12 per share in the year-ago quarter despite lower revenue. Weyerhaeuser Q2 Earnings and Sales Top Estimates
• Positive Sentiment: The Wood Products segment was the key earnings driver: adjusted EBITDA rose to $129 million from $71 million in the prior quarter as lumber and oriented strand board pricing and volumes improved. Management also cited firmer western log markets and higher lumber prices. Weyerhaeuser Profit Rises as Lumber and Western Log Prices Increase
• Positive Sentiment: Operating cash flow jumped to approximately $399 million from $52 million in the first quarter. Weyerhaeuser also raised its 2026 Strategic Land Solutions adjusted EBITDA outlook to about $450 million and completed a $114 million sale of non-core Oregon timberlands. Weyerhaeuser Rallies After Q2 Earnings Beat
• Neutral Sentiment: Analysts’ recent price targets remain above the current trading range, with a reported median target of $30.50, although the targets predate the latest earnings release.
• Negative Sentiment: Adjusted EBITDA was down year over year, revenue declined 8.3%, and Timberlands and Strategic Land Solutions delivered weaker results than Wood Products. Third-quarter guidance was mixed, reflecting continued macroeconomic and housing-market uncertainty. Weyerhaeuser Q2 Guidance

Weyerhaeuser Price Performance

WY opened at $25.07 on Monday. The company has a fifty day simple moving average of $24.16 and a 200 day simple moving average of $24.62. The firm has a market cap of $18.07 billion, a price-to-earnings ratio of 38.56, a PEG ratio of 1.48 and a beta of 0.89. Weyerhaeuser Company has a twelve month low of $21.16 and a twelve month high of $27.75. The company has a current ratio of 1.82, a quick ratio of 1.15 and a debt-to-equity ratio of 0.56.

Weyerhaeuser (NYSE:WY) last released its quarterly earnings results on Thursday, July 30th. The real estate investment trust reported $0.13 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.08 by $0.05. The firm had revenue of $1.87 billion for the quarter, compared to the consensus estimate of $1.85 billion. Weyerhaeuser had a net margin of 6.89% and a return on equity of 1.49%. The firm’s quarterly revenue was down 8.3% on a year-over-year basis. During the same quarter in the previous year, the firm posted $0.12 EPS. Equities research analysts expect that Weyerhaeuser Company will post 0.29 EPS for the current fiscal year.

Weyerhaeuser Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Monday, June 22nd. Stockholders of record on Friday, June 5th were given a dividend of $0.21 per share. This represents a $0.84 dividend on an annualized basis and a dividend yield of 3.4%. The ex-dividend date of this dividend was Friday, June 5th. Weyerhaeuser’s payout ratio is presently 129.23%.

Wall Street Analyst Weigh In

A number of analysts recently weighed in on WY shares. Canadian Imperial Bank of Commerce set a $28.00 price target on shares of Weyerhaeuser in a research report on Thursday, April 23rd. JPMorgan Chase & Co. boosted their price objective on Weyerhaeuser from $30.00 to $31.00 and gave the stock an “overweight” rating in a research note on Monday, June 29th. DA Davidson reaffirmed a “buy” rating and issued a $31.00 target price on shares of Weyerhaeuser in a research report on Tuesday, June 30th. Royal Bank Of Canada reiterated an “outperform” rating and issued a $30.00 target price on shares of Weyerhaeuser in a research note on Friday, July 17th. Finally, Truist Financial dropped their target price on Weyerhaeuser from $28.00 to $27.00 and set a “hold” rating on the stock in a report on Wednesday, July 15th. One investment analyst has rated the stock with a Strong Buy rating, six have given a Buy rating and four have given a Hold rating to the company. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average price target of $29.00.

About Weyerhaeuser

Weyerhaeuser Company (NYSE: WY) is a leading integrated forest products company whose core businesses are timberland ownership and forest products manufacturing. The company owns and manages large tracts of timberland and harvests, processes and sells wood and wood-derived products used primarily in residential and industrial construction. Its manufacturing operations produce a range of building materials, including lumber, engineered wood products and wood panels, alongside fiber-based products that serve multiple commercial applications.

Founded in 1900 by Frederick Weyerhaeuser and headquartered in Seattle, Washington, the company has a long history in the North American forest products industry.