Weyerhaeuser Company $WY Stock Sold by Oppenheimer & Co. Inc.

Key Points

• Oppenheimer & Co. cut its Weyerhaeuser stake by 55.7% in the third quarter, selling 128,839 shares and retaining 102,503 shares valued at approximately $1.95 million. Institutional investors collectively own 82.99% of the company.
• Analysts lowered several price targets, but the consensus remains a “Moderate Buy” with an average target of $26.00. Ratings include one Strong Buy, eight Buys and three Holds.
• Weyerhaeuser beat third-quarter adjusted earnings estimates with EPS of $0.08, while revenue rose 8.4% year over year to $1.86 billion. However, weaker Wood Products margins and a pressured outlook remain concerns; the stock offered a 4.1% dividend yield at the reported price.

Oppenheimer & Co. Inc. reduced its holdings in Weyerhaeuser Company (NYSE:WY - Free Report) by 55.7% in the third quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 102,503 shares of the real estate investment trust's stock after selling 128,839 shares during the quarter. Oppenheimer & Co. Inc.'s holdings in Weyerhaeuser were worth $1,953,000 at the end of the most recent quarter.

A number of other hedge funds have also added to or reduced their stakes in the business. Viewpoint Investment Partners Corp lifted its position in shares of Weyerhaeuser by 18.6% during the 3rd quarter. Viewpoint Investment Partners Corp now owns 15,300 shares of the real estate investment trust's stock valued at $291,000 after acquiring an additional 2,400 shares during the period. Sowell Financial Services LLC boosted its stake in Weyerhaeuser by 5.8% during the third quarter. Sowell Financial Services LLC now owns 88,680 shares of the real estate investment trust's stock worth $1,689,000 after acquiring an additional 4,844 shares in the last quarter. Murphy Pohlad Asset Management LLC bought a new position in Weyerhaeuser during the third quarter worth $383,000. Fifth Third Wealth Advisors LLC bought a new position in Weyerhaeuser during the third quarter worth $245,000. Finally, Yousif Capital Management LLC grew its holdings in Weyerhaeuser by 2.7% in the third quarter. Yousif Capital Management LLC now owns 107,088 shares of the real estate investment trust's stock worth $2,040,000 after purchasing an additional 2,826 shares during the period. 82.99% of the stock is currently owned by institutional investors.

Analyst Ratings Changes

Several equities research analysts have weighed in on WY shares. Canadian Imperial Bank of Commerce decreased their price target on shares of Weyerhaeuser from $30.00 to $25.00 and set an "outperformer" rating for the company in a research note on Tuesday. Truist Financial dropped their price objective on shares of Weyerhaeuser from $28.00 to $24.00 and set a "hold" rating on the stock in a report on Monday, October 12th. Citigroup cut their price objective on shares of Weyerhaeuser from $29.00 to $21.00 and set a "buy" rating on the stock in a research report on Monday, October 5th. DA Davidson reduced their target price on Weyerhaeuser from $31.00 to $27.00 and set a "buy" rating for the company in a research note on Tuesday. Finally, Raymond James Financial upgraded Weyerhaeuser from an "outperform" rating to a "strong-buy" rating and set a $30.00 target price for the company in a research note on Friday, July 10th. One equities research analyst has rated the stock with a Strong Buy rating, eight have issued a Buy rating and three have issued a Hold rating to the company's stock. Based on data from MarketBeat, Weyerhaeuser currently has a consensus rating of "Moderate Buy" and an average target price of $26.00.

Trending Headlines about Weyerhaeuser

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

Shares of NYSE:WY opened at $20.40 on Friday. The company has a quick ratio of 1.15, a current ratio of 1.82 and a debt-to-equity ratio of 0.56. Weyerhaeuser Company has a twelve month low of $18.25 and a twelve month high of $27.75. The stock's 50 day moving average is $20.87 and its 200-day moving average is $23.69. The firm has a market capitalization of $14.70 billion, a price-to-earnings ratio of 32.90, a PEG ratio of 2.50 and a beta of 0.92.

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

Weyerhaeuser Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Friday, September 18th. Shareholders of record on Friday, September 4th were issued a dividend of $0.21 per share. The ex-dividend date was Friday, September 4th. This represents a $0.84 annualized dividend and a yield of 4.1%. Weyerhaeuser's dividend payout ratio is presently 135.48%.

Weyerhaeuser Company Profile

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.

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