California State Teachers Retirement System Cuts Stock Position in Weyerhaeuser Company $WY

Posted by on Aug 2nd, 2026

California State Teachers Retirement System cut its position in Weyerhaeuser Company (NYSE:WY – Free Report) by 3.5% in the first quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 828,557 shares of the real estate investment trust’s stock after selling 29,872 shares during the quarter. California State Teachers Retirement System’s holdings in Weyerhaeuser were worth $20,242,000 at the end of the most recent reporting period.

Other hedge funds have also modified their holdings of the company. FNY Investment Advisers LLC bought a new stake in shares of Weyerhaeuser in the 4th quarter valued at about $39,000. Addison Advisors LLC raised its stake in shares of Weyerhaeuser by 83.4% during the 4th quarter. Addison Advisors LLC now owns 1,665 shares of the real estate investment trust’s stock worth $39,000 after acquiring an additional 757 shares in the last quarter. Bayban purchased a new stake in Weyerhaeuser during the fourth quarter valued at approximately $41,000. Costello Asset Management INC lifted its position in Weyerhaeuser by 118.9% during the fourth quarter. Costello Asset Management INC now owns 1,797 shares of the real estate investment trust’s stock valued at $43,000 after acquiring an additional 976 shares during the last quarter. Finally, Lloyd Advisory Services LLC. acquired a new stake in Weyerhaeuser in the fourth quarter valued at approximately $43,000. 82.99% of the stock is owned by hedge funds and other institutional investors.

Weyerhaeuser Stock Up 6.7%

WY stock opened at $25.07 on Friday. The stock has a market capitalization of $18.07 billion, a PE ratio of 38.56, a price-to-earnings-growth ratio of 1.48 and a beta of 0.89. 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. The firm has a 50 day moving average of $24.16 and a 200 day moving average of $24.62.

Weyerhaeuser (NYSE:WY – Get Free Report) last issued its quarterly earnings results on Thursday, July 30th. The real estate investment trust reported $0.13 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.08 by $0.05. The business had revenue of $1.87 billion for the quarter, compared to analyst estimates of $1.85 billion. Weyerhaeuser had a net margin of 6.89% and a return on equity of 1.49%. Weyerhaeuser’s revenue for the quarter was down 8.3% compared to the same quarter last year. During the same quarter in the prior year, the business posted $0.12 EPS. Sell-side analysts forecast that Weyerhaeuser Company will post 0.29 earnings per share for the current 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 $0.21 dividend. This represents a $0.84 annualized dividend and a dividend yield of 3.4%. The ex-dividend date of this dividend was Friday, June 5th. Weyerhaeuser’s dividend payout ratio is presently 155.56%.

Key Headlines Impacting Weyerhaeuser

Here are the key news stories impacting Weyerhaeuser this week:

  • Positive Sentiment: Weyerhaeuser reported adjusted earnings of $0.13 per share, above consensus estimates of approximately $0.08, while revenue of $1.87 billion also topped expectations. Earnings increased from $0.12 per share in the year-ago quarter despite lower revenue. Weyerhaeuser Q2 Earnings and Sales Top Estimates
  • Positive Sentiment: The Wood Products segment was the key earnings driver: adjusted EBITDA rose to $129 million from $71 million in the prior quarter as lumber and oriented strand board pricing and volumes improved. Management also cited firmer western log markets and higher lumber prices. Weyerhaeuser Profit Rises as Lumber and Western Log Prices Increase
  • Positive Sentiment: Operating cash flow jumped to approximately $399 million from $52 million in the first quarter. Weyerhaeuser also raised its 2026 Strategic Land Solutions adjusted EBITDA outlook to about $450 million and completed a $114 million sale of non-core Oregon timberlands. Weyerhaeuser Rallies After Q2 Earnings Beat
  • Neutral Sentiment: Analysts’ recent price targets remain above the current trading range, with a reported median target of $30.50, although the targets predate the latest earnings release.
  • Negative Sentiment: Adjusted EBITDA was down year over year, revenue declined 8.3%, and Timberlands and Strategic Land Solutions delivered weaker results than Wood Products. Third-quarter guidance was mixed, reflecting continued macroeconomic and housing-market uncertainty. Weyerhaeuser Q2 Guidance

Wall Street Analysts Forecast Growth

Several equities analysts have issued reports on the stock. JPMorgan Chase & Co. lifted their price target on shares of Weyerhaeuser from $30.00 to $31.00 and gave the stock an “overweight” rating in a report on Monday, June 29th. Raymond James Financial upgraded Weyerhaeuser from an “outperform” rating to a “strong-buy” rating and set a $30.00 price objective for the company in a report on Friday, July 10th. DA Davidson reissued a “buy” rating and issued a $31.00 price objective on shares of Weyerhaeuser in a research report on Tuesday, June 30th. Weiss Ratings downgraded Weyerhaeuser from a “hold (c)” rating to a “hold (c-)” rating in a research note on Thursday, June 25th. Finally, Citigroup reduced their target price on Weyerhaeuser from $32.00 to $30.00 and set a “buy” rating on the stock in a research report on Tuesday, May 5th. One analyst has rated the stock with a Strong Buy rating, six have assigned a Buy rating and four have given a Hold rating to the company’s stock. According to data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $29.00.

Read Our Latest Stock Report on Weyerhaeuser

Weyerhaeuser Profile

(Free Report)

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.

Featured Stories

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Institutional Ownership by Quarter for Weyerhaeuser (NYSE:WY)

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