Weyerhaeuser's Latest Acquisition Promises 'Portfolio-Leading Cash Flows'
Written by Emily J. Thompson, Senior Investment Analyst
Updated: May 23 2025
0mins
Should l Buy WY?
Source: Benzinga
Acquisition Details: Weyerhaeuser Company announced the acquisition of approximately 117,000 acres of timberlands in North Carolina and Virginia from Roanoke Timberlands LLC for $375 million, enhancing its operations and market presence in the region.
Financial Impact: The acquired lands are expected to generate significant cash flows, with an average annual timber-free cash flow yield of 5.1% over the first five years, while Weyerhaeuser plans to fund the purchase through the sale of non-core assets.
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Analyst Views on WY
Wall Street analysts forecast WY stock price to rise
9 Analyst Rating
7 Buy
2 Hold
0 Sell
Strong Buy
Current: 27.100
Low
26.00
Averages
29.13
High
35.00
Current: 27.100
Low
26.00
Averages
29.13
High
35.00
About WY
Weyerhaeuser Company is a real estate investment trust. The Company is a private owner of timberlands and owns or controls approximately 10.4 million acres of timberlands in the United States and manages additional timberlands under long-term licenses in Canada. Its segments include Timberlands, Real Estate, Energy and Natural Resources (Real Estate & ENR), and Wood Products. The Timberlands segment includes logs, timber, recreational leases, and other products. The Real Estate & ENR segment includes the sales of timberlands and rights to explore for and extract hard minerals, construction materials, natural gas production, wind and solar. The Wood Products include structural lumber, oriented strand board, engineered wood products, and building materials distribution. Its products are primarily supplied to the residential, multi-family, repair and remodel, industrial and light commercial markets. The Company operates over 34 manufacturing facilities in the United States and Canada.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Weyerhaeuser Company Declares Quarterly Cash Dividend
- Quarterly Cash Dividend: Weyerhaeuser's board declared a cash dividend of $0.21 per share, payable on March 20, 2026, reflecting the company's ongoing commitment to shareholder returns.
- Shareholder Return Framework: The company plans to supplement its quarterly cash dividend with variable cash returns, targeting a total return of 75% to 80% of annual Adjusted Funds Available for Distribution, demonstrating its flexible capital allocation strategy.
- Financial Performance: In 2025, Weyerhaeuser generated $6.9 billion in net sales and employed approximately 9,500 people, indicating its leadership in wood products manufacturing and sustainability.
- Sustainability Commitment: As one of the world's largest private timberland owners, Weyerhaeuser manages over 10 million acres of timberlands under fully sustainable practices, highlighting its dedication to environmental responsibility.
See More
Weyerhaeuser Company Declares Quarterly Cash Dividend
- Quarterly Cash Dividend: Weyerhaeuser's board declared a cash dividend of $0.21 per share, payable on March 20, 2026, to shareholders of record as of March 10, 2026, reflecting the company's commitment to ongoing shareholder returns.
- Cash Return Framework: The company plans to supplement its quarterly base cash dividend with variable cash returns, targeting a total return to shareholders of 75% to 80% of annual Adjusted Funds Available for Distribution, thereby enhancing shareholder confidence.
- Flexible Capital Allocation: Weyerhaeuser has the flexibility in its capital allocation framework to return additional cash through supplemental dividends, opportunistic share repurchases, or a combination of both, aimed at optimizing shareholder value.
- Sustainability Leadership: As one of the world's largest private timberland owners, Weyerhaeuser has over a century of experience in sustainability, managing its timberlands in compliance with internationally recognized sustainable forestry standards, showcasing its leadership in the industry.
See More
Weyerhaeuser CEO to Attend Citi's Global Property CEO Conference
- Executive Attendance: Devin Stockfish, CEO of Weyerhaeuser Company, will represent the firm at Citi's 2026 Global Property CEO Conference on March 4, 2026, highlighting the company's leadership in the real estate sector.
- Live Webcast Details: The event is scheduled for 9:35 a.m. Eastern Time, with a live webcast available on the company's investor section of its website, ensuring global investors can access real-time updates on corporate developments.
- Company Background: Founded in 1900, Weyerhaeuser controls over 10 million acres of timberlands, positioning itself as one of the world's largest private timberland owners and demonstrating a long-standing commitment to sustainability.
- Financial Performance Overview: In 2025, Weyerhaeuser generated $6.9 billion in net sales and employed approximately 9,500 people, indicating a strong market position in wood product manufacturing and other business lines.
See More
Weyerhaeuser Company Q4 2025 Earnings Call Insights
- Financial Overview: Weyerhaeuser reported full-year GAAP earnings of $324 million or $0.45 per diluted share on net sales of $6.9 billion, with fourth-quarter GAAP earnings of $74 million or $0.10 per diluted share, reflecting the company's resilience in a challenging market.
- Divestiture Transactions: The company completed two divestiture transactions of non-core timberlands in the fourth quarter for total proceeds of $406 million and plans to divest 108,000 acres in Virginia for $193 million, further optimizing its asset portfolio.
- Increased Shareholder Returns: Weyerhaeuser raised its base dividend by 5% and returned $766 million in cash to shareholders, including $160 million in share repurchases, demonstrating a commitment to shareholder value and flexible capital allocation.
- Future Growth Targets: Management set a new target for the Climate Solutions business to achieve $250 million in annual EBITDA by 2030 and expects total fee harvest volumes of approximately 35.5 million tons in 2026, showcasing the company's strategic positioning in sustainable development and market demand.
See More
Weyerhaeuser Reports Unexpected Q4 Loss Amid Timber and Wood Product Challenges
- Q4 Financial Setback: Weyerhaeuser reported an unexpected adjusted net loss of -$0.09 per share for Q4 2025, falling short of the $0.08 consensus, which led to a 1.6% drop in after-hours trading, highlighting significant challenges in its Timberlands and Wood Products segments.
- Sales Decline: The company's net sales for Q4 were $1.54 billion, missing the $1.56 billion expectation, and down from $1.72 billion in Q3 and $1.71 billion a year earlier, indicating weakened market demand.
- Adjusted EBITDA Drop: Weyerhaeuser's adjusted EBITDA fell to $140 million, down from $217 million in Q3 and $294 million in Q4 2024, reflecting a continued deterioration in profitability across its operations.
- Wood Products Division Loss: The Wood Products segment reported an adjusted EBITDA of -$20 million, a significant decline from $8 million in Q3, with expectations that this division will continue to face pressure, impacting overall financial health.
See More
Weyerhaeuser Reports Decline in Q4 Earnings
- Earnings Decline: Weyerhaeuser's Q4 earnings totaled $74 million, or $0.10 per share, reflecting a 7.4% decrease from last year's $81 million and $0.11 per share, indicating pressures on profitability amid challenging market conditions.
- Revenue Drop: The company's revenue fell by 9.8% to $1.541 billion from $1.708 billion last year, highlighting the negative impact of weak overall market demand on its financial performance.
- Performance Comparison: The decline in both earnings per share and total revenue compared to last year suggests that Weyerhaeuser is facing challenges in the current economic environment, necessitating potential strategic adjustments to navigate market changes.
- Market Outlook: With the dual decline in revenue and earnings, investors may adopt a cautious stance regarding the company's future performance, potentially affecting its stock price and market confidence.
See More
Weyerhaeuser Company Declares Quarterly Cash Dividend
- Quarterly Cash Dividend: Weyerhaeuser's board declared a cash dividend of $0.21 per share, payable on March 20, 2026, reflecting the company's ongoing commitment to shareholder returns.
- Shareholder Return Framework: The company plans to supplement its quarterly cash dividend with variable cash returns, targeting a total return of 75% to 80% of annual Adjusted Funds Available for Distribution, demonstrating its flexible capital allocation strategy.
- Financial Performance: In 2025, Weyerhaeuser generated $6.9 billion in net sales and employed approximately 9,500 people, indicating its leadership in wood products manufacturing and sustainability.
- Sustainability Commitment: As one of the world's largest private timberland owners, Weyerhaeuser manages over 10 million acres of timberlands under fully sustainable practices, highlighting its dedication to environmental responsibility.
See More
Weyerhaeuser Company Declares Quarterly Cash Dividend
- Quarterly Cash Dividend: Weyerhaeuser's board declared a cash dividend of $0.21 per share, payable on March 20, 2026, to shareholders of record as of March 10, 2026, reflecting the company's commitment to ongoing shareholder returns.
- Cash Return Framework: The company plans to supplement its quarterly base cash dividend with variable cash returns, targeting a total return to shareholders of 75% to 80% of annual Adjusted Funds Available for Distribution, thereby enhancing shareholder confidence.
- Flexible Capital Allocation: Weyerhaeuser has the flexibility in its capital allocation framework to return additional cash through supplemental dividends, opportunistic share repurchases, or a combination of both, aimed at optimizing shareholder value.
- Sustainability Leadership: As one of the world's largest private timberland owners, Weyerhaeuser has over a century of experience in sustainability, managing its timberlands in compliance with internationally recognized sustainable forestry standards, showcasing its leadership in the industry.
See More
Weyerhaeuser CEO to Attend Citi's Global Property CEO Conference
- Executive Attendance: Devin Stockfish, CEO of Weyerhaeuser Company, will represent the firm at Citi's 2026 Global Property CEO Conference on March 4, 2026, highlighting the company's leadership in the real estate sector.
- Live Webcast Details: The event is scheduled for 9:35 a.m. Eastern Time, with a live webcast available on the company's investor section of its website, ensuring global investors can access real-time updates on corporate developments.
- Company Background: Founded in 1900, Weyerhaeuser controls over 10 million acres of timberlands, positioning itself as one of the world's largest private timberland owners and demonstrating a long-standing commitment to sustainability.
- Financial Performance Overview: In 2025, Weyerhaeuser generated $6.9 billion in net sales and employed approximately 9,500 people, indicating a strong market position in wood product manufacturing and other business lines.
See More
Weyerhaeuser Company Q4 2025 Earnings Call Insights
- Financial Overview: Weyerhaeuser reported full-year GAAP earnings of $324 million or $0.45 per diluted share on net sales of $6.9 billion, with fourth-quarter GAAP earnings of $74 million or $0.10 per diluted share, reflecting the company's resilience in a challenging market.
- Divestiture Transactions: The company completed two divestiture transactions of non-core timberlands in the fourth quarter for total proceeds of $406 million and plans to divest 108,000 acres in Virginia for $193 million, further optimizing its asset portfolio.
- Increased Shareholder Returns: Weyerhaeuser raised its base dividend by 5% and returned $766 million in cash to shareholders, including $160 million in share repurchases, demonstrating a commitment to shareholder value and flexible capital allocation.
- Future Growth Targets: Management set a new target for the Climate Solutions business to achieve $250 million in annual EBITDA by 2030 and expects total fee harvest volumes of approximately 35.5 million tons in 2026, showcasing the company's strategic positioning in sustainable development and market demand.
See More
Weyerhaeuser Reports Unexpected Q4 Loss Amid Timber and Wood Product Challenges
- Q4 Financial Setback: Weyerhaeuser reported an unexpected adjusted net loss of -$0.09 per share for Q4 2025, falling short of the $0.08 consensus, which led to a 1.6% drop in after-hours trading, highlighting significant challenges in its Timberlands and Wood Products segments.
- Sales Decline: The company's net sales for Q4 were $1.54 billion, missing the $1.56 billion expectation, and down from $1.72 billion in Q3 and $1.71 billion a year earlier, indicating weakened market demand.
- Adjusted EBITDA Drop: Weyerhaeuser's adjusted EBITDA fell to $140 million, down from $217 million in Q3 and $294 million in Q4 2024, reflecting a continued deterioration in profitability across its operations.
- Wood Products Division Loss: The Wood Products segment reported an adjusted EBITDA of -$20 million, a significant decline from $8 million in Q3, with expectations that this division will continue to face pressure, impacting overall financial health.
See More
Weyerhaeuser Reports Decline in Q4 Earnings
- Earnings Decline: Weyerhaeuser's Q4 earnings totaled $74 million, or $0.10 per share, reflecting a 7.4% decrease from last year's $81 million and $0.11 per share, indicating pressures on profitability amid challenging market conditions.
- Revenue Drop: The company's revenue fell by 9.8% to $1.541 billion from $1.708 billion last year, highlighting the negative impact of weak overall market demand on its financial performance.
- Performance Comparison: The decline in both earnings per share and total revenue compared to last year suggests that Weyerhaeuser is facing challenges in the current economic environment, necessitating potential strategic adjustments to navigate market changes.
- Market Outlook: With the dual decline in revenue and earnings, investors may adopt a cautious stance regarding the company's future performance, potentially affecting its stock price and market confidence.
See More
