Weyerhaeuser Company $WY Shares Acquired by Bank of New York Mellon Corp

Bank of New York Mellon Corp lifted its position in shares of Weyerhaeuser Company (NYSE:WY) by 10.3% in the third quarter, according to its most recent 13F filing with the SEC. The firm owned 14,950,516 shares of the real estate investment trust’s stock after purchasing an additional 1,400,050 shares during the quarter. Bank of New York Mellon Corp’s holdings in Weyerhaeuser were worth $370,623,000 as of its most recent filing with the SEC.

A number of other institutional investors and hedge funds have also recently bought and sold shares of the business. Goldman Sachs Group Inc. increased its position in shares of Weyerhaeuser by 18.2% in the first quarter. Goldman Sachs Group Inc. now owns 2,249,932 shares of the real estate investment trust’s stock worth $65,878,000 after acquiring an additional 346,571 shares in the last quarter. Empowered Funds LLC boosted its holdings in Weyerhaeuser by 3.4% in the 1st quarter. Empowered Funds LLC now owns 46,049 shares of the real estate investment trust’s stock worth $1,348,000 after acquiring an additional 1,498 shares during the period. Intech Investment Management LLC grew its position in Weyerhaeuser by 5.9% in the first quarter. Intech Investment Management LLC now owns 56,265 shares of the real estate investment trust’s stock valued at $1,647,000 after acquiring an additional 3,124 shares in the last quarter. HB Wealth Management LLC raised its stake in shares of Weyerhaeuser by 3.3% during the second quarter. HB Wealth Management LLC now owns 20,970 shares of the real estate investment trust’s stock valued at $539,000 after purchasing an additional 663 shares during the period. Finally, Trust Co. of Vermont lifted its position in shares of Weyerhaeuser by 17.6% during the second quarter. Trust Co. of Vermont now owns 11,156 shares of the real estate investment trust’s stock worth $287,000 after purchasing an additional 1,666 shares in the last quarter. Institutional investors and hedge funds own 82.99% of the company’s stock.

Key Stories Impacting Weyerhaeuser

Here are the key news stories impacting Weyerhaeuser this week:

• Positive Sentiment: Q4 EPS beat consensus: WY reported adjusted EPS of ($0.09) versus the consensus loss of ($0.13), a small upside to estimates that can temper near-term downside. Weyerhaeuser Reports Fourth Quarter, Full Year 2025 Results
• Positive Sentiment: Timberlands and climate-solutions businesses remain a structural support for cash flow and long-term value even as cyclical wood-product demand softens. Investors may view those segments as a defensive offset to lumber volatility. Here’s What Investors Must Know Ahead of Weyerhaeuser’s Q4 Earnings
• Neutral Sentiment: Company updated executive equity incentive award terms — a governance/compensation change that may affect executive alignment and dilution but has ambiguous near-term share-price impact. Monitor proxy disclosures for details. Weyerhaeuser Updates Executive Equity Incentive Award Terms
• Neutral Sentiment: Company posted earnings materials and a slide deck for investors — useful for digging into segment results, timberland metrics and management commentary on markets and capital allocation. View Press Release / Slide Deck
• Negative Sentiment: Revenue miss and year-over-year decline: WY reported revenue of $1.54B vs. consensus $1.58B and revenue fell ~9.8% YoY, signaling continued demand weakness. Weyerhaeuser (WY) Reports Q4 Loss, Misses Revenue Estimates
• Negative Sentiment: Weak wood-product prices drove an adjusted loss in the quarter and were highlighted by management as a headwind; persistent low lumber/pricing pressure is the key near-term risk for margins and cash flow. Weyerhaeuser swings to an adjusted loss in fourth quarter on weak wood product prices
• Negative Sentiment: Analyst and media coverage emphasize that Timberlands and Wood Products segments hampered Q4 results; near-term outlook depends on housing demand and commodity price recovery. Weyerhaeuser Q4 earnings hampered by Timberlands, Wood Products units

Analysts Set New Price Targets

WY has been the topic of several analyst reports. CIBC reaffirmed an “outperform” rating on shares of Weyerhaeuser in a research note on Friday, December 12th. Royal Bank Of Canada cut their price target on Weyerhaeuser from $31.00 to $30.00 and set an “outperform” rating on the stock in a research note on Monday, November 3rd. UBS Group reissued a “buy” rating on shares of Weyerhaeuser in a report on Monday, December 15th. Zacks Research upgraded Weyerhaeuser from a “strong sell” rating to a “hold” rating in a report on Wednesday, November 12th. Finally, Bank of America reaffirmed a “neutral” rating and issued a $26.00 target price (down from $29.00) on shares of Weyerhaeuser in a research report on Monday, November 17th. Six equities research analysts have rated the stock with a Buy rating, three have given a Hold rating and two have given a Sell rating to the company’s stock. Based on data from MarketBeat.com, Weyerhaeuser presently has a consensus rating of “Hold” and a consensus target price of $28.50.

Weyerhaeuser Stock Down 0.6%

NYSE:WY opened at $25.89 on Friday. The company has a debt-to-equity ratio of 0.52, a quick ratio of 0.78 and a current ratio of 1.23. The company has a market capitalization of $18.66 billion, a price-to-earnings ratio of 57.52, a price-to-earnings-growth ratio of 96.75 and a beta of 1.04. Weyerhaeuser Company has a one year low of $21.16 and a one year high of $31.66. The stock has a 50-day simple moving average of $24.05 and a 200 day simple moving average of $24.43.

Weyerhaeuser (NYSE:WY) last released its earnings results on Thursday, January 29th. The real estate investment trust reported ($0.09) EPS for the quarter, topping analysts’ consensus estimates of ($0.13) by $0.04. The company had revenue of $1.54 billion for the quarter, compared to the consensus estimate of $1.58 billion. Weyerhaeuser had a return on equity of 3.04% and a net margin of 4.68%.Weyerhaeuser’s quarterly revenue was down 9.8% compared to the same quarter last year. During the same quarter last year, the business posted $0.11 EPS. Sell-side analysts predict that Weyerhaeuser Company will post 0.78 EPS for the current fiscal year.

Weyerhaeuser Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Friday, December 12th. Shareholders of record on Friday, November 28th were issued a $0.21 dividend. This represents a $0.84 dividend on an annualized basis and a yield of 3.2%. The ex-dividend date of this dividend was Friday, November 28th. Weyerhaeuser’s payout ratio is currently 186.67%.

Insider Buying and Selling at Weyerhaeuser

In other Weyerhaeuser news, Director Sara Grootwassink Lewis acquired 4,500 shares of the company’s stock in a transaction that occurred on Wednesday, December 17th. The shares were purchased at an average price of $23.61 per share, for a total transaction of $106,245.00. Following the completion of the purchase, the director directly owned 25,978 shares in the company, valued at $613,340.58. The trade was a 20.95% increase in their ownership of the stock. The acquisition was disclosed in a filing with the SEC, which is accessible through this link. Also, CEO Devin W. Stockfish sold 90,162 shares of Weyerhaeuser stock in a transaction that occurred on Monday, December 15th. The shares were sold at an average price of $23.33, for a total value of $2,103,479.46. Following the completion of the transaction, the chief executive officer owned 1,024,861 shares of the company’s stock, valued at approximately $23,910,007.13. The trade was a 8.09% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. 0.27% of the stock is owned by insiders.

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.