Wilkins Investment Counsel Inc. Buys 61,525 Shares of Weyerhaeuser Company $WY

Key Points

• Wilkins Investment Counsel raised its stake in Weyerhaeuser by 13.8% in Q4, buying 61,525 shares to hold 506,030 shares (about $11.99M), making WY its 23rd-largest position (~1.7% of its holdings).
• Weyerhaeuser beat Q1 EPS estimates with adjusted EPS of $0.11 vs $0.04, driven by Land Solutions, while revenue was roughly in line at $1.73B (down ~2% YoY) and profitability/margins weakened, suggesting limited near-term upside.
• Analysts are mixed—consensus rating is "Hold" with an average target of $28.75 (6 Buy / 4 Hold / 1 Sell)—and investors flag valuation and lumber-price sensitivity as risks; the company pays a 3.5% yield but has a high payout ratio (~155%).

Wilkins Investment Counsel Inc. raised its stake in shares of Weyerhaeuser Company (NYSE:WY - Free Report) by 13.8% during the 4th quarter, according to its most recent filing with the SEC. The firm owned 506,030 shares of the real estate investment trust's stock after acquiring an additional 61,525 shares during the period. Weyerhaeuser makes up approximately 1.7% of Wilkins Investment Counsel Inc.'s holdings, making the stock its 23rd biggest position. Wilkins Investment Counsel Inc. owned approximately 0.07% of Weyerhaeuser worth $11,988,000 as of its most recent SEC filing.

Several other institutional investors have also recently made changes to their positions in WY. Tradewinds Capital Management LLC lifted its stake in shares of Weyerhaeuser by 401.3% in the 3rd quarter. Tradewinds Capital Management LLC now owns 1,198 shares of the real estate investment trust's stock worth $30,000 after purchasing an additional 959 shares during the period. Cromwell Holdings LLC lifted its stake in shares of Weyerhaeuser by 58.3% in the 3rd quarter. Cromwell Holdings LLC now owns 1,361 shares of the real estate investment trust's stock worth $34,000 after purchasing an additional 501 shares during the period. FNY Investment Advisers LLC bought a new position in shares of Weyerhaeuser in the 4th quarter worth approximately $39,000. Optiver Holding B.V. bought a new position in shares of Weyerhaeuser in the 3rd quarter worth approximately $42,000. Finally, Lodestone Wealth Management LLC bought a new position in shares of Weyerhaeuser in the 4th quarter worth approximately $44,000. Institutional investors own 82.99% of the company's stock.

Analyst Upgrades and Downgrades

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

Key Stories Impacting Weyerhaeuser

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 Trading Down 1.9%

Shares of WY opened at $24.06 on Friday. The company has a debt-to-equity ratio of 0.54, a current ratio of 1.29 and a quick ratio of 0.83. Weyerhaeuser Company has a 1 year low of $21.16 and a 1 year high of $27.86. The company has a 50 day simple moving average of $24.33 and a two-hundred day simple moving average of $24.19. The firm has a market cap of $17.34 billion, a P/E 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 announced its quarterly earnings data on Thursday, April 30th. The real estate investment trust reported $0.11 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $0.04 by $0.07. Weyerhaeuser had a net margin of 5.78% and a return on equity of 1.45%. The business had revenue of $1.73 billion during the quarter, compared to analyst estimates of $1.72 billion. During the same period last year, the firm posted $0.11 EPS. The company's revenue was down 2.0% on a year-over-year basis. On average, equities analysts expect that Weyerhaeuser Company will post 0.26 earnings per share for the current fiscal year.

Weyerhaeuser Announces Dividend

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

Insider Transactions at Weyerhaeuser

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

About Weyerhaeuser

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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