Weyerhaeuser Company $WY Position Trimmed by SFE Investment Counsel

Posted by Geri Gentry on Nov 1st, 2026

Weyerhaeuser logo SFE Investment Counsel lowered its position in Weyerhaeuser Company (NYSE:WY – Free Report) by 12.5% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 173,510 shares of the real estate investment trust’s stock after selling 24,729 shares during the period. SFE Investment Counsel’s holdings in Weyerhaeuser were worth $3,305,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds and other institutional investors also recently bought and sold shares of the company. Profund Advisors LLC boosted its position in Weyerhaeuser by 42.1% during the third quarter. Profund Advisors LLC now owns 13,401 shares of the real estate investment trust’s stock valued at $255,000 after purchasing an additional 3,968 shares in the last quarter. ProShare Advisors LLC lifted its position in shares of Weyerhaeuser by 8.9% during the third quarter. ProShare Advisors LLC now owns 208,181 shares of the real estate investment trust’s stock valued at $3,966,000 after buying an additional 17,070 shares during the last quarter. Grandfield & Dodd LLC lifted its position in shares of Weyerhaeuser by 1.8% during the third quarter. Grandfield & Dodd LLC now owns 631,188 shares of the real estate investment trust’s stock valued at $12,024,000 after buying an additional 10,992 shares during the last quarter. Cidel Asset Management Inc. purchased a new position in shares of Weyerhaeuser in the 3rd quarter worth approximately $261,000. Finally, MGO One Seven LLC grew its position in shares of Weyerhaeuser by 2.6% in the 3rd quarter. MGO One Seven LLC now owns 44,956 shares of the real estate investment trust’s stock worth $856,000 after buying an additional 1,122 shares during the last quarter. Institutional investors own 82.99% of the company’s stock.

Weyerhaeuser News Roundup

Here are the key news stories impacting Weyerhaeuser this week:

Positive Sentiment: Weyerhaeuser reported third-quarter adjusted earnings of $0.08 per share, exceeding analyst estimates of roughly $0.04–$0.05. Net sales totaled $1.862 billion, while adjusted EBITDA increased to $248 million from $217 million a year earlier. Weyerhaeuser Beats Q3 Earnings and Revenue Estimates
Positive Sentiment: The Timberlands segment was the key driver of quarterly performance. Management expects fourth-quarter Timberlands earnings before special items and adjusted EBITDA to be comparable with the third quarter, suggesting continued resilience in the company’s largest business. Weyerhaeuser Reports Third-Quarter Net Earnings
Positive Sentiment: Weyerhaeuser agreed to sell approximately 81,000 acres of non-core Arkansas timberlands for $146 million, with closing expected in the fourth quarter. The transaction could improve portfolio focus and provide additional liquidity. The company also began construction on a biocarbon facility and two solar sites, supporting its long-term sustainability and land-use strategy. Weyerhaeuser Reports Third-Quarter Results
Neutral Sentiment: Revenue increased 8.4% year over year, but net earnings declined to $61 million from $80 million and sales were slightly below consensus expectations. Cash flow from operations was $193 million. Weyerhaeuser Reports Third Quarter 2026 Results
Negative Sentiment: Wood Products margins and the fourth-quarter outlook remain pressured, tempering the earnings beat. Investors may continue to watch housing demand, lumber pricing and operating costs for evidence of a broader recovery. Weyerhaeuser Q3 Earnings and Outlook

Weyerhaeuser Price Performance

WY stock opened at $20.40 on Friday. The business’s fifty day moving average price is $20.87 and its 200 day moving average price is $23.69. The company has a market capitalization of $14.70 billion, a PE ratio of 32.90, a P/E/G ratio of 2.50 and a beta of 0.92. The company has a current ratio of 1.82, a quick ratio of 1.15 and a debt-to-equity ratio of 0.56. Weyerhaeuser Company has a 12-month low of $18.25 and a 12-month high of $27.75.

Weyerhaeuser (NYSE:WY – Get Free Report) last announced its quarterly earnings data on Thursday, October 29th. The real estate investment trust reported $0.08 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.04 by $0.04. Weyerhaeuser had a return on equity of 1.72% and a net margin of 6.47%. The business had revenue of $1.86 billion for the quarter, compared to analysts’ expectations of $1.92 billion. During the same period last year, the firm earned $0.12 earnings per share. The company’s revenue for the quarter was up 8.4% compared to the same quarter last year. On average, sell-side analysts anticipate that Weyerhaeuser Company will post 0.27 EPS for the current year.

Weyerhaeuser Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Friday, September 18th. Investors of record on Friday, September 4th were paid a dividend of $0.21 per share. This represents a $0.84 annualized dividend and a yield of 4.1%. The ex-dividend date was Friday, September 4th. Weyerhaeuser’s dividend payout ratio (DPR) is currently 135.48%.

Wall Street Analyst Weigh In

WY has been the topic of several research analyst reports. DA Davidson dropped their target price on Weyerhaeuser from $31.00 to $27.00 and set a “buy” rating on the stock in a research note on Tuesday. Truist Financial cut their price objective on Weyerhaeuser from $28.00 to $24.00 and set a “hold” rating on the stock in a report on Monday, October 12th. Wall Street Zen upgraded Weyerhaeuser from a “sell” rating to a “hold” rating in a research note on Sunday, August 2nd. Weiss Ratings downgraded shares of Weyerhaeuser from a “hold (c)” rating to a “hold (c-)” rating in a report on Friday, October 2nd. Finally, Royal Bank Of Canada reduced their target price on Weyerhaeuser from $30.00 to $25.00 and set an “outperform” rating for the company in a report on Friday, October 16th. One research analyst has rated the stock with a Strong Buy rating, eight have assigned a Buy rating and three have assigned a Hold rating to the company. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $26.00.

View Our Latest Report on WY

Weyerhaeuser Company Profile

(Free Report)

Weyerhaeuser (NYSE: WY) is a real estate investment trust focused on timberlands and wood products. The company owns or controls approximately 10.4 million acres of timberlands in the United States and manages additional timberlands under long-term licenses. Its operations are concentrated in major timber-producing regions, including the Pacific Northwest, the South and the Western United States.

Weyerhaeuser’s principal products include lumber, engineered wood products, structural panels and other materials used in residential and commercial construction.