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WYWeyerhaeuser Company
$23.29$16.8B
Overview & Verdict
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WY logoWeyerhaeuser Company(WY)Earnings, Financials & Key Ratios

WY•NYSE•REIT / Real Estate
$23.29
51.8× P/E·Price updated Jul 7, 2026
SectorReal EstateIndustrySpecialty REITsSub-IndustryLand and Agriculture REITs
AboutWeyerhaeuser Company, one of the world's largest private owners of timberlands, began operations in 1900. We own or control approximately 11 million acres of timberlands in the U.S. and manage additional timberlands under long-term licenses in Canada. We manage these timberlands on a sustainable basis in compliance with internationally recognized forestry standards. We are also one of the largest manufacturers of wood products in North America. Our company is a real estate investment trust. In 2020, we generated $7.5 billion in net sales and employed approximately 9,400 people who serve customers worldwide. We are listed on the Dow Jones Sustainability North America Index. Our common stock trades on the New York Stock Exchange under the symbol WY.Show more
  • Revenue$6.91B-3.1%
  • FFO$833M-7.2%
  • FFO/Share1.15-6.3%
  • FFO Payout72.75%-4.5%
  • FFO per Share1.15-6.3%
  • NOI Margin7.47%-59.5%
  • FFO Margin12.06%-4.3%
  • ROE3.38%-14.7%
  • ROA1.95%-17.3%

WY Price & Volume

Weyerhaeuser Company (WY) stock price & volume — 10-year historical chart

Loading chart...

Cyclical Margin Volatility Challenges Timberland Asset Valuation

Investment Thesis • Updated 2026Q1

VerdictNeutral
Growth:Mixed
Profitability:Strained
Financial:Healthy
Cash Flow:Mixed
Primary Risk:Cyclical housing market sensitivity

Key Thesis Takeaways

  • Weyerhaeuser faces a complex outlook where its 11 million acres of timberland provide long-term biological value, yet its financial performance remains heavily tethered to volatile housing market cycles.
  • While the company has demonstrated proactive balance sheet management by reducing its debt-to-equity ratio to 0.04 in 2026Q1, the erratic nature of AFFO—which swung to a negative $114 million in 2025Q4—raises concerns regarding the sustainability of its base-plus-variable dividend model.
  • Investors should monitor whether the company can stabilize its NOI margins, which compressed from 20.8% in 2024Q2 to 18.4% in 2026Q1, amidst ongoing capital-intensive manufacturing requirements.

Verdict Logic

while the company has aggressively deleveraged to a 0.04 debt-to-equity ratio, the extreme volatility in AFFO and the 104% dividend payout ratio observed in 2024Q1 suggest significant risks to income-focused investors.

WY Growth Metrics

Weyerhaeuser Company (WY) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR

Revenue CAGR

10 Years2.79%
5 Years-1.72%
3 Years-12.15%
TTM-2.44%

Profit CAGR

10 Years-4.36%
5 Years-16.47%
3 Years-44.35%
TTM8.77%

EPS CAGR

10 Years-6.59%
5 Years-15.91%
3 Years-43.76%
TTM10.33%

Return on Capital

10 Years9.26%
5 Years11.32%
3 Years4.93%
Last Year3.01%

WY Recent Earnings

Weyerhaeuser Company (WY) EPS & revenue vs analyst estimates — last 4 quarters

Full history →
●Beat EPS 9/12 qtrs (75%)●Beat Revenue 4/12 qtrs (33%)
Q2 2026Latest
Apr 30, 2026
Metric
Actual
Est
EPS
$0.11+87.4%
$0.06
Rev
$1.7B+0.5%
$1.7B
Q1 2026
Jan 29, 2026
Metric
Actual
Est
EPS
$0.09+30.8%
$0.13
Rev
$1.5B-1.8%
$1.6B
Q4 2025
Oct 30, 2025
Metric
Actual
Est
EPS
$0.06+185.7%
$0.07
Rev
$1.8B+11.8%
$1.6B
Q3 2025
Jul 24, 2025
Metric
Actual
Est
EPS
$0.12+20.0%
$0.10
Rev
$1.9B+8.9%
$1.7B
QuarterDateEPS (Act vs Est)Revenue (Act vs Est)
Q2 2026LatestApr 30, 2026
$0.11vs $0.06+87.4%
$1.7Bvs $1.7B+0.5%
Q1 2026Jan 29, 2026
$0.09vs $0.13+30.8%
$1.5Bvs $1.6B-1.8%
Q4 2025Oct 30, 2025
$0.06vs $0.07+185.7%
$1.8Bvs $1.6B+11.8%
Q3 2025Jul 24, 2025
$0.12vs $0.10+20.0%
$1.9Bvs $1.7B+8.9%
Based on last 12 quarters of dataView full earnings history →

Latest WY News

Recent stock market news and headlines for Weyerhaeuser Company (WY)

Seeking Alpha·6 days ago
Weyerhaeuser's Scrappiness Will Lead To Large Free Cash Flow

Weyerhaeuser (WY) trades at just 66% of net asset value, reflecting market pessimism over timber and lumber headwinds. Industry supply-demand equilibrium is nearing restoration, with mill closures and curtailments setting the stage for margin recovery and market share gains for WY. WY targets $1B incremental EBITDA by 2030 through strategic land sales, biocarbon initiatives, and high-yield TimberStrand investments, even at flat product pricing.

PRNewsWire·Jun 25, 2026
Weyerhaeuser to Release Second Quarter Results on July 30

Webcast and conference call on July 31 at 7 a.m. PT (10 a.m.

Zacks Investment Research·Jun 23, 2026
Zacks Industry Outlook Weyerhaeuser, Trex and Worthington

Weyerhaeuser, Trex and Worthington have been highlighted in this Industry Outlook article.

Zacks Investment Research·Jun 19, 2026
3 Wood Stocks Positioned to Thrive Through Industry Challenges

More infrastructure spending, a focus on product innovation and efficient cost management are encouraging for the Zacks Building Products - Wood industry players like WY, TREX and WOR despite a challenging macroeconomic backdrop.

PRNewsWire·Jun 17, 2026
Weyerhaeuser Launches Fighting Fires Together Campaign to Support Oregon Wildland Firefighting

Program provides grants for rural fire districts, offers firefighter mental health resources SEATTLE, June 17, 2026 /PRNewswire/ -- Weyerhaeuser Company (NYSE: WY) today announced the fifth year of its Fighting Fires Together campaign, combining the company's wildfire management and community support efforts across Oregon. The campaign unifies support for rural fire districts, wildfire response partnerships, and resources that strengthen firefighter and community resilience in fire-prone areas of the state.

Peers Comparison

Key metrics vs top competitors for Weyerhaeuser Company (WY)

Full Screener →
CompanyPriceMarket CapP/E RatioRev Growth (1Y)Net MarginROEDiv Yield
WY logoWYWeyerhaeuser CompanyCurrent
$23.29$16.79B51.76-3.07%4.69%3.38%3.6%
PCH logoPCHPotlatchDeltic Corporation
$41.73$3.23B149.043.71%5.76%3.26%—
RYN logoRYNRayonier Inc.
$21.83$3.38B49.61-61.64%68.61%15.13%—
LPX logoLPXLouisiana-Pacific Corporation
$74.78$5.22B35.95-7.92%3.2%4.72%—
WFG logoWFGWest Fraser Timber Co. Ltd.
$66.91$5.09B-5.7423.51%-25.15%-19.85%—
UFPI logoUFPIUFP Industries, Inc.
$85.44$4.85B17.09-4.99%4.27%8.41%—

Compare WY vs Peers

Weyerhaeuser Company (WY) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.

Closest Rival

vs PCH

Most directly comparable listed peer for WY.

Scale Benchmark

vs HD

Larger-name benchmark to compare WY against a more recognizable public peer.

Peer Set

Compare Top 5

vs PCH, RYN, LPX, WFG

WY SEC Filings & Documents

Weyerhaeuser Company (WY) SEC filings — annual & quarterly reports (10-K, 10-Q)

8-K Announcements

6
Material company update

Apr 30, 2026·SEC

Material company update

Mar 26, 2026·SEC

Material company update

Feb 26, 2026·SEC

10-K Annual Reports

3
FY 2026

Feb 13, 2026·SEC

FY 2025

Feb 14, 2025·SEC

FY 2024

Feb 16, 2024·SEC

10-Q Quarterly Reports

6
FY 2026

May 1, 2026·SEC

FY 2025

Oct 31, 2025·SEC

FY 2025

Jul 25, 2025·SEC

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WY Frequently Asked Questions

Weyerhaeuser Company (WY) stock FAQ — growth, dividends, profitability & financials explained

Growth & Financials
What is Weyerhaeuser Company's revenue?

Weyerhaeuser Company (WY) reported $6.92B in revenue for fiscal year 2025. This represents a 38% decrease from $11.11B in 1996.

How fast is Weyerhaeuser Company growing?

Weyerhaeuser Company (WY) saw revenue decline by 3.1% over the past year.

Is WY profitable?

Yes, Weyerhaeuser Company (WY) is profitable, generating $397.0M in net income for fiscal year 2025 (4.7% net margin).

Dividend & Returns
Does WY pay dividends?

Yes, Weyerhaeuser Company (WY) pays a dividend with a yield of 3.60%. This makes it attractive for income-focused investors.

What is WY's return on equity?

Weyerhaeuser Company (WY) has a return on equity (ROE) of 3.4%. This is below average, suggesting room for improvement.

Industry Metrics
What is Weyerhaeuser Company's FFO?

Weyerhaeuser Company (WY) generated Funds From Operations (FFO) of $905.0M in the trailing twelve months. FFO is the primary profitability metric for REITs.

Is WY a good dividend stock?

Weyerhaeuser Company (WY) offers a 3.60% dividend yield, which is attractive for income investors. REITs are required to distribute at least 90% of taxable income to shareholders.

What if you invested $1,000 in WY back in 1996?

Total return calculator · dividends reinvested · 30+ years of data

See returns →