Weyerhaeuser

WY

Market cap $18.7B

Weyerhaeuser Company is rated a buy, supported by its dominant niche position and diversified revenue streams from timberland, carbon credits, and recreation. WY benefits from low leverage, strategic portfolio optimization, and exposure to scarce, appreciating timberland assets, mitigating cyclical construction headwinds. Despite a high dividend payout ratio and weak long-term dividend growth, FFO is forecasted to rebound, supporting an optimistic outlook.

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

Webcast and conference call on January 30 at 7 a.m. PT (10 a.m.

Weyerhaeuser has launched a venture to turn runty trees and sawdust into a replacement for metallurgical coal used in steel making.

Weyerhaeuser Company (WY) Analyst/Investor Day Transcript

Partnership will expand manufacturing platform to convert wood fiber into biocarbon products, accelerating scale supply to global metals producers SEATTLE , Dec. 11, 2025 /PRNewswire/ --  Weyerhaeuser Company  (NYSE: WY) and Aymium today announced they have entered a memorandum of understanding (MOU) to partner to produce and sell 1.5 million tons of sustainable biocarbon annually for use in metals production. As an initial stage of this partnership, the companies have formed a joint venture — TerraForge Biocarbon Solutions — to build a jointly owned facility adjacent to Weyerhaeuser's lumber mill in McComb, Miss.

Embarks on transformational, portfolio-wide strategy to catalyze growth, further strengthen competitive position and maximize cash generation capabilities Establishes target to deliver $1.5 billion of incremental Adjusted EBITDA by 2030, measured against a 2024 baseline Sets new Climate Solutions target to achieve approximately $250 million of annual Adjusted EBITDA by 2030, including through new biocarbon business1 Maintains commitment to return 75 to 80 percent of Adjusted Funds Available for Distribution to shareholders annually SEATTLE , Dec. 11, 2025 /PRNewswire/ --  Weyerhaeuser Company  (NYSE: WY), a global leader in sustainable forestry, land management and wood products manufacturing, is hosting its 2025 Investor Day today, beginning at 9 a.m. Eastern, to outline the company's strategic growth plan and financial targets through 2030.

Shares are beaten up, but they look appealing for investors with a long time horizon.

Downtrodden names expected to come roaring back include Adobe, Block and Salesforce.

SEATTLE , Nov. 17, 2025 /PRNewswire/ -- Weyerhaeuser Company  (NYSE: WY) today announced the appointment of Richard "Rick" Beckwitt, former president, chief executive officer and director of Lennar Corporation, to the company's board of directors. His appointment is effective immediately.