Weyerhaeuser

WY

Market cap $17.7B

Weyerhaeuser owns 11 million irreplaceable U.S. timberland acres, operates North America's most profitable lumber business, and offers a 3.5% dividend yield. WY's Q1'26 marked a sharp inflection, with adjusted EBITDA up 120% sequentially and EPS beating consensus by 120%, signaling early recovery in lumber pricing. Canadian lumber tariffs structurally tighten U.S. supply, positioning WY as the purest domestic beneficiary when housing demand normalizes and prices recover.

Weyerhaeuser remains pressured by weak residential construction, with shares underperforming and macro headwinds limiting near-term upside. Timberlands and Wood Products segments face ongoing volume and pricing challenges, though lumber realizations have recently improved, and supply-side responses may stabilize markets. Balance sheet leverage is elevated at 5.1x, with free cash flow constrained by capex for a new EWP facility; dividend yield of 3.6% appears secure.

SEATTLE, May 19, 2026 /PRNewswire/ -- Devin W. Stockfish, president and chief executive officer, and David M.

SEATTLE, May 14, 2026 /PRNewswire/ -- Weyerhaeu ser Company  (NYSE: WY) today announced that its board of directors declared a quarterly base cash dividend of $0.21 per share on the common stock of the company, payable in cash on June 22, 2026, to holders of record of such common stock as of the close of business on June 5, 2026. Under Weyerhaeuser's cash return framework, the company expects to supplement its quarterly base cash dividend, as appropriate, with an additional return of variable cash to achieve a targeted total return to shareholders of 75 to 80 percent of annual Adjusted Funds Available for Distribution (Adjusted FAD).

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Weyerhaeuser Company (WY) Q1 2026 Earnings Call Transcript

Weyerhaeuser Company WY reported mixed first-quarter 2026 results with adjusted earnings topping the Zacks Consensus Estimate, while the revenues marginally missed the same. Year over year, the bottom line remained flat while the top line declined.

While the top- and bottom-line numbers for Weyerhaeuser (WY) give a sense of how the business performed in the quarter ended March 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

Weyerhaeuser (WY) came out with quarterly earnings of $0.11 per share, beating the Zacks Consensus Estimate of $0.04 per share. This compares to earnings of $0.11 per share a year ago.

SEATTLE, April 30, 2026 /PRNewswire/ -- Weyerhaeuser Company (NYSE: WY) today reported its first quarter 2026 financial results. The company's earnings release and associated materials are available on the Investors section of the company's website, www.weyerhaeuser.com.