Syntax Research Inc. Invests $1.79 Million in Weyerhaeuser Company $WY

Key Points

• Syntax Research Inc. opened a new position in Weyerhaeuser (NYSE:WY), buying 75,532 shares valued at approximately $1.79 million in the fourth quarter, according to its 13F filing.
• Weyerhaeuser reported Q1 EPS of $0.11 (vs. ~$0.04 expected) and revenue of $1.73B (roughly in line but down ~2% YoY), though management noted weaker profitability (net margin ~4.7%, ROE ~1.5%) and indicated Q2 results could be largely comparable, limiting near‑term upside.
• The stock yields 3.5% ($0.84 annual) but carries valuation and sustainability risks — a high P/E (~54.7), an average analyst rating of “Hold” (target ~$28.75), and a notably high 190.91% payout ratio.

Syntax Research Inc. acquired a new position in shares of Weyerhaeuser Company (NYSE:WY - Free Report) in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The fund acquired 75,532 shares of the real estate investment trust's stock, valued at approximately $1,789,000.

Several other institutional investors have also modified their holdings of the stock. Wellington Management Group LLP lifted its position in shares of Weyerhaeuser by 6.3% during the 3rd quarter. Wellington Management Group LLP now owns 39,646,897 shares of the real estate investment trust's stock worth $982,847,000 after buying an additional 2,343,724 shares during the last quarter. State Street Corp raised its position in Weyerhaeuser by 1.9% in the 3rd quarter. State Street Corp now owns 32,468,597 shares of the real estate investment trust's stock valued at $804,897,000 after purchasing an additional 602,901 shares during the last quarter. Bank of New York Mellon Corp raised its position in Weyerhaeuser by 10.3% in the 3rd quarter. Bank of New York Mellon Corp now owns 14,950,516 shares of the real estate investment trust's stock valued at $370,623,000 after purchasing an additional 1,400,050 shares during the last quarter. Allspring Global Investments Holdings LLC raised its position in Weyerhaeuser by 12.0% in the 4th quarter. Allspring Global Investments Holdings LLC now owns 11,717,085 shares of the real estate investment trust's stock valued at $278,867,000 after purchasing an additional 1,254,057 shares during the last quarter. Finally, Legal & General Group Plc raised its position in Weyerhaeuser by 4.7% in the 3rd quarter. Legal & General Group Plc now owns 11,382,659 shares of the real estate investment trust's stock valued at $282,176,000 after purchasing an additional 511,657 shares during the last quarter. Hedge funds and other institutional investors own 82.99% of the company's stock.

Weyerhaeuser Stock Down 1.9%

Shares of Weyerhaeuser stock opened at $24.06 on Friday. The company has a market cap of $17.34 billion, a P/E ratio of 54.67, a PEG ratio of 2.68 and a beta of 0.90. The company has a debt-to-equity ratio of 0.54, a quick ratio of 0.83 and a current ratio of 1.29. Weyerhaeuser Company has a one year low of $21.16 and a one year high of $27.86. The firm has a fifty day moving average of $24.33 and a two-hundred day moving average of $24.19.

Weyerhaeuser (NYSE:WY - Get Free Report) last announced its quarterly earnings data on Thursday, April 30th. The real estate investment trust reported $0.11 EPS for the quarter, topping analysts' consensus estimates of $0.04 by $0.07. The company had revenue of $1.73 billion during the quarter, compared to the consensus estimate of $1.72 billion. Weyerhaeuser had a net margin of 5.78% and a return on equity of 1.45%. Weyerhaeuser's quarterly revenue was down 2.0% on a year-over-year basis. During the same quarter in the prior year, the firm earned $0.11 EPS. On average, analysts forecast that Weyerhaeuser Company will post 0.26 earnings per share for the current 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 dividend of $0.21 per share. The ex-dividend date was Tuesday, March 10th. This represents a $0.84 dividend on an annualized basis and a yield of 3.5%. Weyerhaeuser's dividend payout ratio is presently 190.91%.

Insiders Place Their Bets

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

Wall Street Analysts Forecast Growth

Several analysts recently commented on WY shares. Citigroup reiterated an "outperform" rating on shares of Weyerhaeuser in a research report on Thursday, April 23rd. Truist Financial reduced their price target on shares of Weyerhaeuser from $29.00 to $28.00 and set a "hold" rating for the company in a research report on Wednesday, April 15th. Weiss Ratings upgraded shares of Weyerhaeuser from a "sell (d+)" rating to a "hold (c-)" rating in a research report on Tuesday, February 10th. Wall Street Zen downgraded shares of Weyerhaeuser from a "hold" rating to a "sell" rating in a research report on Saturday, February 21st. Finally, DA Davidson restated a "buy" rating and set a $31.00 price objective on shares of Weyerhaeuser in a research report on Tuesday, March 31st. Six equities research analysts have rated the stock with a Buy rating, four have given a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, the stock currently has an average rating of "Hold" and an average target price of $28.75.

Key Weyerhaeuser News

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 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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