Weyerhaeuser Company $WY Shares Sold by Oppenheimer & Co. Inc.

Oppenheimer & Co. Inc. reduced its stake in Weyerhaeuser Company (NYSE:WY) by 13.4% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 224,867 shares of the real estate investment trust’s stock after selling 34,940 shares during the period. Oppenheimer & Co. Inc.’s holdings in Weyerhaeuser were worth $5,327,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors also recently made changes to their positions in WY. Tradewinds Capital Management LLC lifted its stake in shares of Weyerhaeuser by 401.3% in the 3rd quarter. Tradewinds Capital Management LLC now owns 1,198 shares of the real estate investment trust’s stock worth $30,000 after acquiring an additional 959 shares during the period. Cromwell Holdings LLC lifted its stake in shares of Weyerhaeuser by 58.3% in the 3rd quarter. Cromwell Holdings LLC now owns 1,361 shares of the real estate investment trust’s stock worth $34,000 after acquiring an additional 501 shares during the period. FNY Investment Advisers LLC acquired a new stake in shares of Weyerhaeuser in the 4th quarter worth approximately $39,000. Optiver Holding B.V. acquired a new stake in shares of Weyerhaeuser in the 3rd quarter worth approximately $42,000. Finally, Lodestone Wealth Management LLC acquired a new stake in shares of Weyerhaeuser in the 4th quarter worth approximately $44,000. 82.99% of the stock is owned by institutional investors and hedge funds.

Insider Buying and Selling

In other news, Director James Calvin O’rourke purchased 4,000 shares of the business’s stock in a transaction dated Friday, February 20th. The shares were acquired at an average price of $25.35 per share, for a total transaction of $101,400.00. Following the completion of the acquisition, the director directly owned 28,661 shares of the company’s stock, valued at $726,556.35. The trade was a 16.22% increase in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this link. Also, Director Richard Beckwitt purchased 20,000 shares of the business’s stock in a transaction dated Thursday, February 19th. The shares were purchased at an average price of $25.70 per share, for a total transaction of $514,000.00. Following the acquisition, the director directly owned 24,066 shares of the company’s stock, valued at $618,496.20. This trade represents a 491.88% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. 0.31% of the stock is owned by insiders.

Key Headlines Impacting Weyerhaeuser

Here are the key news stories impacting Weyerhaeuser this week:

• Positive Sentiment: Q1 adjusted EPS of $0.11 beat consensus (~$0.04), showing underlying earnings resilience. Weyerhaeuser (WY) Q1 Earnings Top Estimates
• Positive Sentiment: Land Solutions was a bright spot cited by management and analysts, supporting the EPS beat and partially offsetting softer lumber-related revenue. Weyerhaeuser Q1 Earnings Beat Estimates on Land Solutions Strength
• Neutral Sentiment: Revenue was $1.73B versus ~$1.72B estimated — effectively in line but down ~2% year-over-year, so top-line growth is weak/stable rather than accelerating. Weyerhaeuser Q1 2026 Press Release / Slide Deck
• Neutral Sentiment: The company posted its earnings presentation and call transcript, which provide additional color on segment performance and near-term outlook for timber, lumber exposure and land sales. Weyerhaeuser 2026 Q1 – Results – Earnings Call Presentation
• Negative Sentiment: Management noted Q1 profitability fell year-over-year (net margin ~4.7%, ROE ~1.5%), and commentary suggested Q2 results could be largely comparable — signaling limited near-term upside. Weyerhaeuser stock down as Q1 profitability falls Y/Y, Q2 likely to be largely comparable
• Negative Sentiment: Analysts and commentators flagged valuation risk: WY’s earnings are highly sensitive to lumber pricing (meaning swings in lumber can move EPS materially), leading some to call it a potential “value trap.” Weyerhaeuser: Why the Timber Giant’s $50M-per-$10 Lumber Sensitivity Makes It a Value Trap
• Negative Sentiment: Relative metrics (high P/E and modest ROE) amplify investor concern that upside depends on a sustained recovery in lumber/pricing or better margin leverage. Market data and valuation snapshot for WY

Weyerhaeuser Stock Down 1.9%

NYSE WY opened at $24.06 on Friday. The company has a debt-to-equity ratio of 0.54, a current ratio of 1.29 and a quick ratio of 0.83. The company’s 50 day simple moving average is $24.33 and its 200 day simple moving average is $24.19. Weyerhaeuser Company has a 12 month low of $21.16 and a 12 month high of $27.86. The company has a market capitalization of $17.34 billion, a P/E ratio of 44.55, a PEG ratio of 2.63 and a beta of 0.90.

Weyerhaeuser (NYSE:WY) last released its quarterly earnings results on Thursday, April 30th. The real estate investment trust reported $0.11 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.04 by $0.07. Weyerhaeuser had a net margin of 5.78% and a return on equity of 1.45%. The business had revenue of $1.73 billion for the quarter, compared to analyst estimates of $1.72 billion. During the same quarter in the previous year, the business earned $0.11 earnings per share. The firm’s revenue was down 2.0% compared to the same quarter last year. Equities research analysts expect that Weyerhaeuser Company will post 0.26 earnings per share for the current fiscal year.

Weyerhaeuser Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Friday, March 20th. Stockholders of record on Tuesday, March 10th were issued a dividend of $0.21 per share. The ex-dividend date was Tuesday, March 10th. This represents a $0.84 dividend on an annualized basis and a dividend yield of 3.5%. Weyerhaeuser’s payout ratio is currently 155.56%.

Analyst Upgrades and Downgrades

A number of analysts have recently weighed in on WY shares. DA Davidson reaffirmed a “buy” rating and issued a $31.00 price target on shares of Weyerhaeuser in a research note on Tuesday, March 31st. Citigroup reaffirmed an “outperform” rating on shares of Weyerhaeuser in a research note on Thursday, April 23rd. Wall Street Zen downgraded shares of Weyerhaeuser from a “hold” rating to a “sell” rating in a report on Saturday, February 21st. Truist Financial dropped their target price on shares of Weyerhaeuser from $29.00 to $28.00 and set a “hold” rating on the stock in a report on Wednesday, April 15th. Finally, Weiss Ratings upgraded shares of Weyerhaeuser from a “sell (d+)” rating to a “hold (c-)” rating in a report on Tuesday, February 10th. Six research analysts have rated the stock with a Buy rating, four have issued a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat, Weyerhaeuser has an average rating of “Hold” and a consensus price target of $28.75.

Weyerhaeuser Company Profile

Weyerhaeuser Company (NYSE: WY) is a leading integrated forest products company whose core businesses are timberland ownership and forest products manufacturing. The company owns and manages large tracts of timberland and harvests, processes and sells wood and wood-derived products used primarily in residential and industrial construction. Its manufacturing operations produce a range of building materials, including lumber, engineered wood products and wood panels, alongside fiber-based products that serve multiple commercial applications.

Founded in 1900 by Frederick Weyerhaeuser and headquartered in Seattle, Washington, the company has a long history in the North American forest products industry.