Weyerhaeuser Company

WY Real Estate Reit Specialty

Weyerhaeuser Company’s revenue for fiscal 2025 (year ended December 2025) was $6.9 billion, down 3.07% from fiscal 2024.

Revenue
−0.90%
EPS
+91.7%
Free cash flow
+29.4%
Total debt
+4.97%

Quarter to June 2026, against a year earlier

20.35 0.60 +3.04%
Market cap
$14.2B
P/E
30.9×
Fwd P/E
43.9×
Dividend yield
4.12%
F-score
4/9
Altman Z
n/a
Beneish M
n/a
Dividend safety
n/a

Revenue by segment Fiscal 2025

  • Wood Products
  • Timberlands
  • Strategic Land Solutions

Every year since 2008 →

Insider Decisions last twelve months

Bought, $m 0.72
Sold, $m 2.39
Trades a month
Jan 26 Apr 26 Jul 26 Oct 26
Buy 1 — 2 — — — — — — — — —
Sell 1 — 1 — — — — — — — — —
Insider Ownership 0.95%

Capital & Financial Ratios $m

Size
Market Cap 14,230.00
Revenue ttm 6,852.00
Net income ttm 472.00
Free cash flow ttm (141.00)
Net debt Q 4,898.00
Valuation
P/E 30.86
Forward P/E 43.90 (above 35: high)
Price / sales 2.14
Forward P/S Powerpack
Price / FCF 0.00
Price / book 1.55
Financial health
Current ratio Q 1.82
Debt / equity Q 0.57
Interest coverage Q 3.38
Growth
Revenue growth Q −0.90% (below 0%: shrinking)
Operating income growth Q +25.28% (above 0%: growing)
EPS, this year +32.61% (at or above 15%: strong)
EPS, next year A +107.58% (at or above 15%: strong)
Revenue, next year A +4.11%
EPS, past 5 yrs −15.91% (below 0%: weak)
EPS, next 5 yrs A +61.28% (at or above 15%: strong)

Green and red mark values outside typical ranges; (Q) is the latest quarter, (A) analysts’ estimates. How we judge →

Valuation vs history

P/E against its own 10 years 47.99%
10-year low 10-year high
P/S against its own 10 years 3.67%
10-year low 10-year high
P/B against its own 10 years 1.36%
10-year low 10-year high
EV/Sales against its own 10 years 8.96%
10-year low 10-year high

Dividends

Yield
4.12%
Annual rate
0.84
Payout ratio
129.2%
Growth, 2016–25
−4.24%/yr
  1. 1.24 ’16
  2. 1.25 ’17 +1%
  3. 1.32 ’18 +6%
  4. 1.36 ’19 +3%
  5. 0.51 ’20 −63%
  6. 1.18 ’21 +131%
  7. 2.17 ’22 +84%
  8. 1.66 ’23 −24%
  9. 0.80 ’24 −52%
  10. 0.84 ’25 +5%
  11. 0.84 ’26e +0%
paid forecast Powerpack

Assets vs Liabilities $m

2023 2024 2025 Q'26
Cash 1,164 684 464 527
Receivables 364 315 313 378
Inventory 566 607 593 604
Other — — 128 —
2,313 1,748 1,652 1,636
2023 2024 2025 Q'26
Payables 287 255 278 311
ST’ Debt — 210 522 122
Other — — — —
788 977 1,278 901

Compound Annual Growth %

10y 5y 3y
Sales 2.79% (1.72%) (12.15%)
Cash Flow (6.28%) (18.14%) (41.67%)
Earnings (3.49%) (16.47%) (44.35%)
Book Value 6.83% 1.54% (4.28%)

Earnings Trends EPS, adjusted, against the consensus

EPS $

Mar Jun Sep Dec Year
’26 0.21 0.23 — — —
’25 0.11 0.12 0.11 0.10 0.45
’24 0.16 0.24 0.04 0.11 0.54
’23 0.21 0.31 0.33 0.30 1.15
’22 1.03 1.06 0.42 0.02 2.53
’21 0.91 1.37 0.64 0.55 3.47
’20 0.20 0.10 0.38 0.39 1.07
Fiscal quarters ending in the months shown.

Revenue $m

Mar Jun Sep Dec Year
’26 1,727 1,867 — — —
’25 1,763 1,884 1,717 1,541 6,905
’24 1,796 1,939 1,681 1,708 7,124
’23 1,881 1,997 2,022 1,774 7,674
’22 3,112 2,973 2,276 1,823 10,184
’21 2,506 3,144 2,345 2,206 10,201
’20 1,728 1,631 2,110 2,063 7,532
Fiscal quarters ending in the months shown.

Operating Cash Flow $m

Mar Jun Sep Dec Year
’26 52 399 — — —
’25 70 396 210 (114) 562
’24 124 432 234 218 1,008
’23 126 496 523 288 1,433
’22 957 1,146 562 167 2,832
’21 698 1,308 659 494 3,159
’20 86 391 608 444 1,529
Fiscal quarters ending in the months shown.

Free Cash Flow $m

Mar Jun Sep Dec Year
’26 132 374 — — —
’25 (23) 289 (381) (266) (381)
’24 45 288 55 (47) 341
’23 55 413 356 (71) 753
’22 869 800 465 (65) 2,069
’21 645 1,087 710 127 2,569
’20 18 325 543 (63) 823
Fiscal quarters ending in the months shown.

Target Price Range

Analyst price targets

Recommendation Rating

1.5
1Buy 2 3Hold 4 5Sell

Ten years at a glance Fiscal years to December

Ten-year view Analyst estimates Powerpack
Group Line 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 TTM Jun ’26 Trend 10 yrs 2026e 2027e 2028e Next 3/yr
Income, $m
Income, $m Revenue 6,365 7,196 7,476 6,554 7,532 10,201 10,184 7,674 7,124 6,905 6,852 +0.9% 7,189 7,663 8,129 +5.6%
Gross margin, % 21.76 26.38 25.20 17.42 27.68 40.17 35.55 21.92 18.43 14.84 14.51 (6.9) pt
EBT 504 716 807 (213) 982 3,316 2,305 937 427 260 380 (7.1%)
EBT margin, % 7.92 9.95 10.79 (3.25) 13.04 32.51 22.63 12.21 5.99 3.77 5.55 (4.2) pt
Net income 1,027 582 748 (76) 797 2,607 1,880 839 396 324 472 (12.0%)
Per share, $
Per share, $ Revenue 8.86 9.56 9.91 8.79 10.08 13.61 13.73 10.49 9.78 9.55 9.50 +0.8%
Earnings 1.40 0.77 0.99 (0.10) 1.07 3.48 2.53 1.15 0.54 0.45 0.66 (11.8%)
Cash flow 1.02 1.59 1.47 1.30 2.05 4.21 3.82 1.96 1.38 0.78 0.76 (3.0%)
Capex (0.71) (0.29) (0.57) (0.51) (0.95) (0.79) (1.03) (0.93) (0.92) (1.30) (0.95) +7.0%
Free cash flow 0.31 1.31 0.91 0.78 1.10 3.43 2.79 1.03 0.47 (0.53) (0.20) n/m
Book value 12.78 11.82 11.99 10.96 11.69 14.37 14.49 13.99 13.35 13.03 13.11 +0.2%
Shares, m 719 753 755 746 747 749 742 732 728 723 722 +0.1%
Valuation, ×
Valuation, × P/E 22.32 45.84 22.08 0.00 31.34 11.83 12.20 30.25 51.18 53.84 30.86 28.1
P/S 3.43 3.69 2.21 3.44 3.33 3.03 2.25 3.32 2.88 2.48 2.14 3.0
P/B 2.38 2.99 1.82 2.75 2.87 2.87 2.13 2.49 2.11 1.82 1.55 2.4
EV/Sales 4.44 4.48 2.99 4.39 3.99 3.34 2.59 3.94 3.49 3.22 2.86 3.7
EV/FCF 125.60 32.75 32.67 49.48 36.48 13.28 12.74 40.13 73.01 (58.37) (138.96) 35.8
Cash, $m
Cash, $m Operating cash flow 735 1,201 1,112 966 1,529 3,159 2,832 1,433 1,008 562 547 (2.9%)
Capex (510) (216) (427) (384) (706) (590) (763) (680) (667) (943) (688) +7.1%
Free cash flow 225 985 685 582 823 2,569 2,069 753 341 (381) (141) n/m
Balance, $m
Balance, $m Working capital 416 550 (337) 605 659 2,181 1,006 1,525 771 374 735 (1.2%)
Net debt 6,445 5,679 5,887 6,271 4,980 3,244 3,472 3,905 4,392 5,108 4,898 (2.6%)
Shareholders’ equity 9,180 8,899 9,046 8,177 8,731 10,767 10,749 10,236 9,721 9,426 9,456 +0.3%
Returns, %
Returns, % ROA 6.29 3.12 4.24 (0.45) 4.87 15.35 10.75 4.89 2.36 1.95 2.86 (4.3) pt
ROIC 3.29 4.85 5.83 2.82 7.79 16.25 13.54 5.24 3.03 3.14 3.67 (0.2) pt
ROE 14.32 6.44 8.34 (0.88) 9.43 26.74 17.48 8.00 3.97 3.38 4.97 (10.9) pt
People
People Employees 10,400 9,300 9,300 9,400 9,372 9,214 9,264 9,318 9,440 9,517 — (1.0%)
Revenue/emp, $m 0.61 0.77 0.80 0.70 0.80 1.11 1.10 0.82 0.75 0.73 — +1.9%
Negative figures in brackets.
estimates

All 10 years →

Fiscal years to Dec 2025 · latest quarter Jun 2026

Where the money comes from and where it goes Fiscal 2025

Fiscal 2025: revenue by segment, and margins
Wood Products 4,957 71.79%
Timberlands 2,086 30.21%
Strategic Land Solutions 454 6.57%
Gross margin 14.84%
Operating margin 10.59%
Pre-tax margin 3.77%

Revenue by segment since 2008

Weyerhaeuser Company vs peers in Reit Specialty (Q) = latest quarter vs a year earlier

Company Market cap P/E Fwd P/E Revenue growth (Q) EPS growth (Q) FCF growth (Q) Gross margin (Q) EBIT margin (Q) Compare
CCI Crown Castle Inc. $37.8B 44.9× 46.0× −4.91% (below 0%: shrinking) −67.16% (below 0%: shrinking) −40.40% (below 0%: shrinking) 73.41% 46.63% Compare
IRM Iron Mountain Incorporated $35.2B 83.2× 63.1× +18.52% (above 0%: growing) n/m +58.56% (above 0%: growing) 52.76% 18.41% Compare
SBAC SBA Communications Corporation $19.6B 20.1× 24.3× +2.33% (above 0%: growing) −10.95% (below 0%: shrinking) +11.32% (above 0%: growing) 75.39% 49.19% Compare
LAMR Lamar Advertising Company $16.2B 28.7× 26.7× +6.46% (above 0%: growing) +3.95% (above 0%: growing) +8.91% (above 0%: growing) 68.51% 33.72% Compare
WY Weyerhaeuser Company $14.2B 30.9× 43.9× −0.90% (below 0%: shrinking) +91.67% (above 0%: growing) +29.41% (above 0%: growing) 16.66% 11.94%
GLPI Gaming and Leisure Properties, Inc. $11.5B 11.4× 12.0× +9.03% (above 0%: growing) +45.45% (above 0%: growing) −42.77% (below 0%: shrinking) 100.00% 77.21% Compare
OUT OUTFRONT Media Inc. $5.7B 22.9× 22.4× +13.54% (above 0%: growing) +340.00% (above 0%: growing) +167.78% (above 0%: growing) 52.90% 22.22% Compare
RYN Rayonier Inc. $5.7B 42.2× 72.7× +272.15% (above 0%: growing) −97.72% (below 0%: shrinking) −88.66% (below 0%: shrinking) 19.08% 8.73% Compare
EPR EPR Properties $4.5B 18.3× 18.8× +10.11% (above 0%: growing) −12.09% (below 0%: shrinking) −498.03% (below 0%: shrinking) 92.16% 54.59% Compare
Median of peers $13.8B 25.8× 25.5× +9.57% −10.95% −15.74% 70.96% 40.18%

All 19 Reit Specialty stocks →

From the latest earnings call

Updated

  • CEO Devin Stockfish said higher lumber prices and sales volumes lifted Wood Products results, while trucking constraints caused temporary production adjustments in the South.
  • CFO Davey Wold raised the full-year Strategic Land Solutions adjusted EBITDA outlook and said Weyerhaeuser had largely worked through its transportation challenges.

Largest institutional holders 13F, quarter to 30 June 2026

Held by institutions 97.17%
Held by the ten largest 62.19%
Holder Shares Stake Change
Vanguard 115.21m 15.99% −24.22k
First Eagle Investment Management, LLC 102.36m 14.20% +56.07m
BlackRock 69.46m 9.64% +2.10m
Wellington Management 43.57m 6.05% +5.44m
State Street 34.30m 4.76% +1.11m
Geode Capital Management 21.02m 2.92% +266.91k
BNY 19.59m 2.72% +1.87m
COHEN & STEERS, INC. 17.96m 2.49% −1.31m
Legal & General 12.89m 1.79% −123.48k
Invesco 11.82m 1.64% −202.50k
13F filings for the quarter to 30 June 2026: long positions in US-listed shares reported by managers with $100m or more, ~45 days after the quarter.

Pay and ownership Proxy statement filed 1 April 2026

Chief executive’s pay

Year Total pay Actually paid $100 invested
2025 13.98m 10.32m 86.43
2024 12.95m 4.51m 99.40
2023 13.02m 15.22m 119.20
2022 12.97m 6.62m 100.98
2021 12.72m 17.03m 126.92
Total pay is as the Summary Compensation Table states it; actually paid revalues the year’s share awards at its end, as the SEC’s pay-versus-performance rule asks. $100 invested is what $100 in the company’s shares at the start of the earliest year shown was worth at each year’s end. Read the proxy statement

Weyerhaeuser Company (WY) Latest News

31 Oct

Impact 3 · · MarketBeat transcript

30 Oct

Impact 3 · · The Motley Fool transcript

29 Oct

13 Oct

Impact 3 · · Barchart

9 Oct

24 Sep

21 Sep

1 Aug

Impact 3 · · MarketBeat transcript

2 Jul

Impact 3 · · Barchart

28 Jun

WY metrics, ten years each

stockrow.com/WY · Data as of Jun 30, 2026 · For information only; not investment advice. · © 2026 stockrow.com