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/WY
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Weyerhaeuser Co

Weyerhaeuser Co

WY
$22.06USD↑+0.32%+0.07 today

MARKET CAP

15.9B

P/E (TTM)

40.1x

FWD P/E

—

DAY RANGE

$22 – $22

52W RANGE

$21
$28

AI Summary

Stalk
TrimMedium

WY is in a Stage 4 decline with bearish momentum confirmed by a decisive support failure. The medium-term bias is bearish, supported by lower highs and lower lows and broken support now acting as resistance. Short-term timing is neutral as price is extended below declining EMAs and deeply oversold, favoring deferred execution. Trim into rallies at the broken support–resistance zone near 23.3–23.5. A sustained close and acceptance above that zone with follow-through buying would invalidate the current bearish view.

  • ↑Q2 2026 revenue $1.9B (+10% QoQ) and adjusted EBITDA $310M
  • ↑Returned $152M in Q2 through dividends and buybacks
  • ↓Negative earnings yield and weak profitability factors raise concerns
Full analysis →

The case for & against

Bull & Bear analysis

Bearish

Weyerhaeuser Company (NYSE: WY) is one of the largest real estate investment trusts (REITs) in the U.S., specializing in the management of forests, timberland, and wood products. It operates through three main segments: Timberlands, Wood Products, and Real Estate, Energy, and Natural Resources (E&R). The company's strong position in timberland management, combined with its commitment to sustainability and operational excellence, places it at the forefront of the forest products industry as economic and market dynamics continue to evolve.

Bull says

  • ↑Q2 2026 revenue $1.9B (+10% QoQ) and adjusted EBITDA $310M
  • ↑Returned $152M in Q2 through dividends and buybacks
  • ↑Strong balance sheet supports capital returns (QS Score strong)
  • ↑Timberlands expansion and climate solutions target EBITDA growth
  • ↑Real estate segment saw high‐value land sales boosting margins
  • ↑Attractive valuation metrics: book/price ~1.05 and 1.2% yield

Bear says

  • ↓Negative earnings yield and weak profitability factors raise concerns
  • ↓Low consumer confidence curbs timber product demand
  • ↓Rising operating costs in Western regions squeeze margins
  • ↓Intense lumber competition undermines pricing power
  • ↓High debt of $5.4B (≈5x leverage) increases financial risk
  • ↓Low momentum and liquidity factors reflect weak investor interest

Investment themes with WY

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Earnings Call · Q2 2025 · Mgmt. Guidance

Updated 08-17-2026neutral

Transcript signals

Bull points

  • We have a long list of potential properties that I think would be good carbon opportunities. And so we would expect this pipeline to just continue to grow year after year.
  • So we're going to continue to keep focused on that. I think obviously in these down markets, a lot of the things that we've been doing over the last handful of years with the balance sheet, with cost control, with the optics, the things that we've been doing to just make sure that we're in a good position in a down market. It gives us the opportunity to do things opportunistically, whether it's Sherry purchase or acquisitions, et cetera. And so, you know, we'll, we'll see how long this lasts, but we're well positioned to navigate it. And importantly to take advantage of those opportunities in a down market.
  • In the second quarter, we generated $396 million of cash from operations.

Bear points

  • we are going to see lower operating rates in Q3 relative to Q2, and that's really just a reflection on the market dynamic. Just given where things are today, we've dialed that back just a little bit around the margins.
  • Based on your guidance calling for 3Q wood products to be comparable to 2Q, and given where lumber and OSB prices stand today versus the 2Q average, is it fair to say that EBITDA and wood products could be down $50, $60 million sequentially?
  • Certainly, the housing market has been softer than we had expected, and so you can see builders that are adjusting to that.
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