Weyerhaeuser Company $WY Shares Purchased by AIA Group Ltd

AIA Group Ltd raised its holdings in Weyerhaeuser Company (NYSE:WY) by 20.3% in the first quarter, Holdings Channel.com reports. The fund owned 371,577 shares of the real estate investment trust’s stock after buying an additional 62,745 shares during the quarter. AIA Group Ltd’s holdings in Weyerhaeuser were worth $9,078,000 at the end of the most recent reporting period.

Other institutional investors also recently made changes to their positions in the company. GatePass Capital LLC acquired a new stake in shares of Weyerhaeuser during the 1st quarter valued at approximately $467,000. Barings LLC raised its holdings in Weyerhaeuser by 48.3% during the first quarter. Barings LLC now owns 154,951 shares of the real estate investment trust’s stock worth $3,785,000 after purchasing an additional 50,494 shares during the last quarter. Bessemer Group Inc. raised its holdings in Weyerhaeuser by 137.9% during the first quarter. Bessemer Group Inc. now owns 17,128 shares of the real estate investment trust’s stock worth $419,000 after purchasing an additional 9,929 shares during the last quarter. Independent Financial Group LLC purchased a new stake in Weyerhaeuser during the first quarter worth $847,000. Finally, Bank of New York Mellon Corp boosted its position in Weyerhaeuser by 16.9% during the first quarter. Bank of New York Mellon Corp now owns 17,717,871 shares of the real estate investment trust’s stock worth $432,848,000 after purchasing an additional 2,555,687 shares in the last quarter. 82.99% of the stock is currently owned by hedge funds and other institutional investors.

Key Headlines Impacting Weyerhaeuser

Here are the key news stories impacting Weyerhaeuser this week:

• Positive Sentiment: Royal Bank of Canada reaffirmed its “outperform” rating on Weyerhaeuser and set a $30 price target, implying meaningful upside from current levels. Weyerhaeuser’s (WY) “Outperform” Rating Reaffirmed at Royal Bank Of Canada
• Neutral Sentiment: Zacks Research still projects Weyerhaeuser to be profitable across 2026-2028, with estimates such as $0.27 EPS for FY2026, $0.59 EPS for FY2027, and $1.00 EPS for FY2028, suggesting longer-term earnings potential remains intact.
• Negative Sentiment: Zacks Research cut EPS forecasts across several periods, including Q2 2026 to $0.07, Q4 2026 to $0.05, FY2026 to $0.27, Q1 2027 to $0.11, Q2 2027 to $0.14, Q3 2027 to $0.17, and Q4 2027 to $0.17. Lower profit expectations can weigh on investor sentiment.
• Negative Sentiment: The biggest longer-range revisions were also lower, with Q1 2028 EPS cut to $0.18, Q2 2028 EPS cut to $0.28, FY2027 EPS cut to $0.59, and FY2028 EPS cut to $1.00, reinforcing a softer outlook from analysts.

Analysts Set New Price Targets

A number of brokerages have recently weighed in on WY. DA Davidson restated a “buy” rating and issued a $31.00 price target on shares of Weyerhaeuser in a research report on Tuesday, June 30th. Citigroup decreased their price objective on shares of Weyerhaeuser from $32.00 to $30.00 and set a “buy” rating on the stock in a research report on Tuesday, May 5th. Royal Bank Of Canada reissued an “outperform” rating and issued a $30.00 price objective on shares of Weyerhaeuser in a research note on Friday. Truist Financial dropped their target price on shares of Weyerhaeuser from $28.00 to $27.00 and set a “hold” rating for the company in a report on Wednesday. Finally, JPMorgan Chase & Co. lifted their target price on shares of Weyerhaeuser from $30.00 to $31.00 and gave the stock an “overweight” rating in a research report on Monday, June 29th. One analyst has rated the stock with a Strong Buy rating, six have issued a Buy rating and four have given a Hold rating to the stock. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $29.00.

Weyerhaeuser Stock Up 0.0%

WY opened at $24.46 on Friday. The firm has a market cap of $17.64 billion, a P/E ratio of 45.30, a PEG ratio of 1.34 and a beta of 0.89. The business’s fifty day simple moving average is $23.99 and its 200 day simple moving average is $24.62. Weyerhaeuser Company has a 52 week low of $21.16 and a 52 week high of $27.75. The company has a quick ratio of 0.80, a current ratio of 1.42 and a debt-to-equity ratio of 0.54.

Weyerhaeuser (NYSE:WY) last announced its earnings results on Thursday, April 30th. The real estate investment trust reported $0.11 earnings per share for the quarter, beating the consensus estimate of $0.04 by $0.07. Weyerhaeuser had a net margin of 5.78% and a return on equity of 1.45%. The firm had revenue of $1.73 billion during the quarter, compared to the consensus estimate of $1.72 billion. During the same quarter in the previous year, the company posted $0.11 EPS. The firm’s revenue for the quarter was down 2.0% on a year-over-year basis. As a group, equities research analysts anticipate that Weyerhaeuser Company will post 0.3 EPS for the current fiscal year.

Weyerhaeuser Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Monday, June 22nd. Investors of record on Friday, June 5th were given a dividend of $0.21 per share. The ex-dividend date was Friday, June 5th. This represents a $0.84 dividend on an annualized basis and a yield of 3.4%. Weyerhaeuser’s dividend payout ratio (DPR) is 155.56%.

About Weyerhaeuser

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.