Robertson Stephens Wealth Management LLC Invests $1.87 Million in Weyerhaeuser Company $WY

Key Points

• Robertson Stephens Wealth Management acquired 78,875 shares of Weyerhaeuser (~$1.87 million) during Q4, and institutional investors now own about 82.99% of the company.
• Weyerhaeuser beat Q1 expectations with EPS of $0.11 vs. a $0.04 consensus, while revenue was $1.73 billion—roughly in line but down ~2% year-over-year.
• Company insiders increased stakes: Director Richard Beckwitt bought 20,000 shares at about $25.70 and Director James Calvin O'Rourke bought 4,000 shares at about $25.35.

Robertson Stephens Wealth Management LLC acquired a new position in shares of Weyerhaeuser Company (NYSE:WY - Free Report) during the 4th quarter, according to its most recent filing with the SEC. The institutional investor acquired 78,875 shares of the real estate investment trust's stock, valued at approximately $1,869,000.

Other hedge funds have also recently bought and sold shares of the company. Tradewinds Capital Management LLC raised its holdings in Weyerhaeuser by 401.3% in the third quarter. Tradewinds Capital Management LLC now owns 1,198 shares of the real estate investment trust's stock valued at $30,000 after buying an additional 959 shares during the period. Cromwell Holdings LLC raised its holdings in Weyerhaeuser by 58.3% in the third quarter. Cromwell Holdings LLC now owns 1,361 shares of the real estate investment trust's stock valued at $34,000 after buying an additional 501 shares during the period. FNY Investment Advisers LLC purchased a new position in Weyerhaeuser in the fourth quarter valued at approximately $39,000. Optiver Holding B.V. purchased a new position in Weyerhaeuser in the third quarter valued at approximately $42,000. Finally, Lodestone Wealth Management LLC purchased a new position in Weyerhaeuser in the fourth quarter valued at approximately $44,000. Hedge funds and other institutional investors own 82.99% of the company's stock.

Insider Activity at Weyerhaeuser

In other news, Director Richard Beckwitt acquired 20,000 shares of the stock in a transaction on Thursday, February 19th. The stock was bought at an average price of $25.70 per share, with a total value of $514,000.00. Following the completion of the transaction, the director directly owned 24,066 shares of the company's stock, valued at $618,496.20. The trade was a 491.88% increase in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through the SEC website. Also, Director James Calvin O'rourke acquired 4,000 shares of the stock in a transaction on Friday, February 20th. The stock was purchased at an average cost of $25.35 per share, with a total value of $101,400.00. Following the transaction, the director directly owned 28,661 shares of the company's stock, valued at $726,556.35. This represents a 16.22% increase in their ownership of the stock. The SEC filing for this purchase provides additional information. 0.31% of the stock is owned by company insiders.

Weyerhaeuser Stock Down 1.9%

Shares of NYSE:WY opened at $24.06 on Friday. The company has a quick ratio of 0.83, a current ratio of 1.29 and a debt-to-equity ratio of 0.54. Weyerhaeuser Company has a 52-week low of $21.16 and a 52-week high of $27.86. The company has a 50 day moving average of $24.33 and a two-hundred day moving average of $24.19. The company has a market capitalization of $17.34 billion, a price-to-earnings ratio of 44.55, a price-to-earnings-growth ratio of 2.63 and a beta of 0.90.

Weyerhaeuser (NYSE:WY - Get Free Report) last issued its quarterly earnings data on Thursday, April 30th. The real estate investment trust reported $0.11 earnings per share (EPS) 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 company had revenue of $1.73 billion during the quarter, compared to the consensus estimate of $1.72 billion. During the same quarter last year, the company earned $0.11 earnings per share. Weyerhaeuser's revenue for the quarter was down 2.0% on a year-over-year basis. As a group, analysts forecast that Weyerhaeuser Company will post 0.26 earnings per share for the current fiscal year.

Weyerhaeuser Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Friday, March 20th. Shareholders of record on Tuesday, March 10th were given a $0.21 dividend. The ex-dividend date of this dividend was Tuesday, March 10th. This represents a $0.84 annualized dividend and a yield of 3.5%. Weyerhaeuser's dividend payout ratio (DPR) is 155.56%.

Wall Street Analysts Forecast Growth

Several research analysts recently commented on the stock. DA Davidson restated a "buy" rating and issued a $31.00 price target on shares of Weyerhaeuser in a report on Tuesday, March 31st. Wall Street Zen lowered shares of Weyerhaeuser from a "hold" rating to a "sell" rating in a report on Saturday, February 21st. Citigroup restated an "outperform" rating on shares of Weyerhaeuser in a report on Thursday, April 23rd. Truist Financial cut their price target on shares of Weyerhaeuser from $29.00 to $28.00 and set a "hold" rating on the stock in a report on Wednesday, April 15th. Finally, Canadian Imperial Bank of Commerce set a $28.00 price target on shares of Weyerhaeuser in a report on Thursday, April 23rd. Six equities research analysts have rated the stock with a Buy rating, four have issued a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of "Hold" and a consensus price target of $28.75.

Weyerhaeuser News Roundup

Here are the key news stories impacting Weyerhaeuser this week:

• Positive Sentiment: Q1 adjusted EPS of $0.11 beat consensus (~$0.04), showing underlying earnings resilience. Weyerhaeuser (WY) Q1 Earnings Top Estimates
• Positive Sentiment: Land Solutions was a bright spot cited by management and analysts, supporting the EPS beat and partially offsetting softer lumber-related revenue. Weyerhaeuser Q1 Earnings Beat Estimates on Land Solutions Strength
• Neutral Sentiment: Revenue was $1.73B versus ~$1.72B estimated — effectively in line but down ~2% year-over-year, so top-line growth is weak/stable rather than accelerating. Weyerhaeuser Q1 2026 Press Release / Slide Deck
• Neutral Sentiment: The company posted its earnings presentation and call transcript, which provide additional color on segment performance and near-term outlook for timber, lumber exposure and land sales. Weyerhaeuser 2026 Q1 - Results - Earnings Call Presentation
• Negative Sentiment: Management noted Q1 profitability fell year-over-year (net margin ~4.7%, ROE ~1.5%), and commentary suggested Q2 results could be largely comparable — signaling limited near-term upside. Weyerhaeuser stock down as Q1 profitability falls Y/Y, Q2 likely to be largely comparable
• Negative Sentiment: Analysts and commentators flagged valuation risk: WY’s earnings are highly sensitive to lumber pricing (meaning swings in lumber can move EPS materially), leading some to call it a potential "value trap." Weyerhaeuser: Why the Timber Giant's $50M-per-$10 Lumber Sensitivity Makes It a Value Trap
• Negative Sentiment: Relative metrics (high P/E and modest ROE) amplify investor concern that upside depends on a sustained recovery in lumber/pricing or better margin leverage. Market data and valuation snapshot for WY

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.

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