FY2025 EPS Estimates for Weyerhaeuser Decreased by Analyst

Key Points

• Zacks Research has significantly lowered its earnings per share estimate for Weyerhaeuser for FY2025 from $0.71 to $0.48, while the current consensus estimate stands at $0.78.
• Weyerhaeuser reported Q2 earnings of $0.12 per share, exceeding expectations of $0.10, but revenue of $1.88 billion fell short of the anticipated $1.94 billion, reflecting a year-over-year decline.
• The company has initiated a $1.00 billion share repurchase plan, indicating a belief from management that their shares are currently undervalued.

Weyerhaeuser Company (NYSE:WY - Free Report) - Investment analysts at Zacks Research lowered their FY2025 earnings estimates for shares of Weyerhaeuser in a research note issued on Tuesday, July 22nd. Zacks Research analyst S. Mukherjee now anticipates that the real estate investment trust will post earnings of $0.48 per share for the year, down from their prior estimate of $0.71. The consensus estimate for Weyerhaeuser's current full-year earnings is $0.78 per share. Zacks Research also issued estimates for Weyerhaeuser's Q4 2025 earnings at $0.14 EPS, FY2026 earnings at $0.58 EPS and Q1 2027 earnings at $0.19 EPS.

WY has been the topic of a number of other research reports. The Goldman Sachs Group cut shares of Weyerhaeuser from a "strong-buy" rating to a "strong sell" rating in a research report on Friday, May 23rd. DA Davidson lowered their price objective on shares of Weyerhaeuser from $36.00 to $35.00 and set a "buy" rating for the company in a research note on Tuesday, July 22nd. CIBC lowered their price objective on shares of Weyerhaeuser from $35.00 to $32.00 and set an "outperformer" rating for the company in a research note on Tuesday, April 22nd. Wall Street Zen raised shares of Weyerhaeuser from a "sell" rating to a "hold" rating in a research note on Saturday. Finally, JPMorgan Chase & Co. lowered their price objective on shares of Weyerhaeuser from $32.00 to $30.00 and set an "overweight" rating for the company in a research note on Tuesday, July 1st. One equities research analyst has rated the stock with a sell rating, three have issued a hold rating, six have given a buy rating and one has assigned a strong buy rating to the stock. According to data from MarketBeat, Weyerhaeuser has an average rating of "Moderate Buy" and a consensus price target of $32.88.

Weyerhaeuser Trading Down 1.0%

Weyerhaeuser stock traded down $0.27 during mid-day trading on Friday, hitting $26.21. The company's stock had a trading volume of 1,372,684 shares, compared to its average volume of 4,069,899. The company has a debt-to-equity ratio of 0.45, a current ratio of 1.04 and a quick ratio of 0.68. The stock has a market cap of $19.01 billion, a price-to-earnings ratio of 68.96, a price-to-earnings-growth ratio of 57.18 and a beta of 1.14. The business has a 50 day moving average price of $26.12 and a 200-day moving average price of $27.62. Weyerhaeuser has a 12 month low of $24.10 and a 12 month high of $34.03.

Weyerhaeuser (NYSE:WY - Get Free Report) last posted its quarterly earnings results on Thursday, July 24th. The real estate investment trust reported $0.12 earnings per share for the quarter, topping the consensus estimate of $0.10 by $0.02. The business had revenue of $1.88 billion during the quarter, compared to the consensus estimate of $1.94 billion. Weyerhaeuser had a net margin of 3.97% and a return on equity of 2.95%. The firm's revenue for the quarter was down 2.8% on a year-over-year basis. During the same period in the previous year, the firm posted $0.21 earnings per share.

Institutional Investors Weigh In On Weyerhaeuser

A number of hedge funds and other institutional investors have recently bought and sold shares of WY. Waverly Advisors LLC grew its holdings in shares of Weyerhaeuser by 3.3% during the fourth quarter. Waverly Advisors LLC now owns 10,830 shares of the real estate investment trust's stock valued at $305,000 after buying an additional 343 shares during the last quarter. Texas Yale Capital Corp. grew its holdings in shares of Weyerhaeuser by 4.0% during the fourth quarter. Texas Yale Capital Corp. now owns 9,924 shares of the real estate investment trust's stock valued at $279,000 after buying an additional 385 shares during the last quarter. S.A. Mason LLC grew its holdings in shares of Weyerhaeuser by 5.6% during the first quarter. S.A. Mason LLC now owns 7,642 shares of the real estate investment trust's stock valued at $224,000 after buying an additional 408 shares during the last quarter. Quadrant Capital Group LLC grew its holdings in shares of Weyerhaeuser by 13.8% during the fourth quarter. Quadrant Capital Group LLC now owns 3,425 shares of the real estate investment trust's stock valued at $96,000 after buying an additional 416 shares during the last quarter. Finally, Unison Advisors LLC grew its holdings in shares of Weyerhaeuser by 0.6% during the fourth quarter. Unison Advisors LLC now owns 68,854 shares of the real estate investment trust's stock valued at $1,938,000 after buying an additional 419 shares during the last quarter. Hedge funds and other institutional investors own 82.99% of the company's stock.

Weyerhaeuser announced that its board has approved a share buyback plan on Thursday, May 8th that permits the company to buyback $1.00 billion in outstanding shares. This buyback authorization permits the real estate investment trust to reacquire up to 5.3% of its stock through open market purchases. Stock buyback plans are typically an indication that the company's leadership believes its stock is undervalued.

Weyerhaeuser Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Friday, June 13th. Investors of record on Friday, May 30th were paid a $0.21 dividend. This represents a $0.84 dividend on an annualized basis and a yield of 3.21%. The ex-dividend date was Friday, May 30th. Weyerhaeuser's payout ratio is currently 221.05%.

Weyerhaeuser Company Profile

Weyerhaeuser Company, one of the world's largest private owners of timberlands, began operations in 1900. We own or control approximately 11 million acres of timberlands in the U.S. and manage additional timberlands under long-term licenses in Canada. We manage these timberlands on a sustainable basis in compliance with internationally recognized forestry standards.