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Not Investment Advice

WY

NYSE · USD
Weyerhaeuser Company
Real Estate · REIT - Specialty
CEO Devin W. Stockfish Employees 9,517 R&D / revenue 0.0%
Last price
$19.61+1.19%last session
Market cap
$14.1B
P/E (TTM)
29.7x
From 52w high
−29.6%
From 52w low
+7.4%
1-year return
−16.3%
RSI 14 · vs SMA200
42.6 · −17.9%
IS score
43.5/ 100
Factor model across 8 sub-scores, ranked against 3,010 US stocks. Describes the business, not the outlook.
Download full factsheet (PDF)

One year, rebased to 100

WY   SPY   XLRE (sector ETF) · weekly closes
8090100110120Jan 26Apr 26Jul 26Oct 26SPY 116XLRE 101WY 84

Score DNA

Each bar is a 0-100 score within the scored universe
26
Profitability
54
Growth
47
Value
81
Momentum
50
Risk (safety)
65
Quality
52
Balance sheet
91
Earnings quality

Flags

Strengths
✓ Congress buying
Warnings
None of the computed warning flags fires for WY (Altman, Beneish, accruals, FCF, dilution).
Observations
Moat model: None, Efficient ScalePiotroski 6 / 9Altman Z 2.2Beta 0.893 of 4 smart-money sources active

Smart-money strip

Each disclosure source on its own window. Filings coinciding is not coordination.
INSForm 4 · 180 days
Insider open-market buys
0
No open-market sales on file
Form 144 notices (12m): 2, $2.4M proposed, not confirmed sales
CONGSTOCK Act · 180 days
Congressional purchases
1
Last disclosed purchase 2026-07-07
Members disclose in ranges, 30-45 days after the trade
13F13F · quarter to 2026-06-30
Net change in institutional holders
+7
92 new holders, 72 closed
911 filers hold 91.7% · 345 added, 322 trimmed
ETFETF holdings · 30 days
Net funds accumulating
+185
798 funds adding shares
613 funds trimming · counts of funds, not dollars
DARKFINRA · daily
Short-sale share of off-exchange volume
51.8%
20-day avg 49.8%, 50-day avg 49.2%
Latest 2.0 pp over its 20-day average · a flow, not short interest

Key financials · FY2025

USD, fiscal year. Stock-based compensation is non-cash; shown against FCF.
Income statement
Revenue$6.9B
Revenue growth YoY−3.1%
Gross margin7.5%
Operating income$465.0M
Operating margin6.7%
Net income$324.0M
Net margin4.7%
EPS (diluted)$0.45
Cash flow
Operating cash flow$562.0M
Capital expenditure$474.0M
Free cash flow$88.0M
FCF conversion (FCF / OCF)15.7%
Stock-based compensation$0
FCF less SBC$88.0M
Buybacks$160.0M
Dividends$606.0M
Balance sheet & returns
Cash & short-term investments$464.0M
Total debt$5.6B
Net debt$5.1B
Shareholders' equity$9.4B
Goodwill & intangibles$177.0M
Debt / equity0.57
ROE (TTM)5.0%
ROIC (TTM)3.7%
Operating margin by fiscal year
35.7%FY202130.2%FY202215.5%FY20239.6%FY20246.7%FY2025
Revenue $10.2B (FY2021) to $6.9B (FY2025), a -9.3% CAGR.

Valuation

P/E (TTM)29.7x
EV / EBITDA16.4x
Price / sales2.05x
Price / FCFn/m
FCF yield-3.13%
Buyback yield1.13%
SBC / revenue0.6%
Price / book1.50x
Forward P/E FY202667.0x
Forward P/E FY202731.6x
Forward P/E FY202821.4x
Forward multiples divide today's price by Street EPS estimates. Street mean target $27.50 across 2 analysts last quarter is theirs, not ours.

WY vs industry median

28 companies in REIT - Specialty
Gross margin 13.2% 64.8% Operating margin 8.4% 33.7% Net margin 6.8% 25.8% ROIC 3.7% 5.2%
WY (TTM)Industry median Asset turnover 0.42 vs industry 0.13 · financial leverage 1.75

Earnings delivery

Next report 2026-10-29 · consensus EPS $0.05
75%
beat rate, 9 of 12 quarters
+25.4%
median EPS surprise
5
longest beat streak
-3+14+7+0+525+57+0+20+186+31+87+67
EPS surprise in % vs the consensus at the time, oldest (left) to newest, 2023-10-26 to 2026-07-30. Bars cap at ±60%.

Peers

Market-cap band, not the industry cohort above
CompanyMkt capP/EROENet marginRev growth12m return
WY Weyerhaeuser Company $14.1B29.7x5.0%6.8%−3.1% −16.3%
LAMR Lamar Advertising Company $15.2B27.3x58.5%26.1%+4.4% +33.3%
GLPI Gaming and Leisure Propertie $11.4B11.4x20.3%53.1%+5.8% −10.3%
SBAC SBA Communications Corporati $19.8B20.1x-20.7%27.8%+5.4% −4.7%
IRM Iron Mountain Incorporated $33.5B80.4x-40.9%5.0%+17.4% +9.9%
RYN Rayonier Inc. REIT $5.7B38.7x2.0%4.8%−12.8% —
CCI Crown Castle Inc. $35.9B33.3x-46.2%30.5%−23.2% —
OUT Outfront Media Inc. $5.4B21.4x36.2%14.8%+7.6% —
12-month window: SPY +15.9%, sector ETF XLRE +0.9%. Past returns describe history only.

Recent 8-K filings

2026-09-24Regulation FD; Exhibits
2026-08-27Regulation FD; Exhibits
2026-07-30Earnings Release; Exhibits
2026-06-25Regulation FD; Exhibits
2026-05-28Regulation FD; Exhibits
2026-05-20Officer/Director Change; Shareholder Vote; Exhibits

Context

Shares outstanding720,736,000
Free float99.5%
Institutional ownership91.7%
Beta0.89
Dividend yield4.28%
Last dividend$0.21 on 2026-09-04
50 / 200-day average$22.02 / $23.94
Large-cap Real Estate median P/E26.2x

Full factsheet

The PDF carries everything on this page plus the cash-allocation waterfall, Form 144 notices, 13F holder detail, dark-pool and short-flow history, seasonality and the moat assessment (None).

Read it in the browser Download (PDF)

All fundamentals · 140 measures in 13 categories

Percentile = where WY sits among 17 scored companies in REIT - Specialty (0 = lowest value, 100 = highest). It is a position, not a grade.
ValuationProfitability (TTM)Returns on capitalGrowthMargin history & stabilityLiquidity (latest quarter)Leverage & solvency (latest quarter)EfficiencyCash flow & earnings qualityDividends & buybacksScores & forensic checksPer shareSize (TTM)

Valuation

MeasureWYIndustry medianIndustry percentileSector median
P/E (TTM) 29.9x 26.5x
62nd		 24.1x
PEG (P/E ÷ 3-yr EPS CAGR) —
Price / sales 2.0x 6.9x
6th		 3.7x
Price / book 1.5x 2.1x
38th		 1.3x
Price / tangible book 1.8x 1.6x
56th		 1.6x
Price / free cash flow 743.9x 21.4x
100th		 15.1x
Price / operating cash flow 25.8x 16.8x
100th		 12.3x
Enterprise value $19.0B $19.0B
50th		 $7.5B
EV / sales 2.8x 11.8x
0th		 9.4x
EV / EBITDA 16.4x 18.4x
19th		 15.7x
EV / EBIT 29.3x 29.3x
50th		 27.2x
EV / free cash flow 1,001.7x 33.2x
100th		 29.4x
Earnings yield 3.3% 3.3%
50th		 3.2%
FCF yield 0.1% 4.6%
12th		 5.6%
Operating cash flow yield 3.9% 5.9%
0th		 7.9%
Graham number (per share) $13.88 $34.74
30th		 $22.48

Profitability (TTM)

MeasureWYIndustry medianIndustry percentileSector median
Gross margin 13.2% 34.9%
19th		 51.4%
EBITDA margin 16.8% 53.5%
0th		 54.9%
Operating margin 8.4% 24.0%
6th		 29.0%
EBIT margin 9.4% 20.6%
12th		 31.7%
Net margin 6.8% 15.6%
25th		 12.2%
NOPAT margin 10.4% 19.5%
0th		 25.5%
FCF margin 0.3% 28.0%
12th		 21.8%
Operating cash flow margin 7.9% 34.6%
0th		 33.4%
R&D / revenue 0.0% 0.0%
0th		 0.0%
SG&A / revenue 7.9% 7.9%
50th		 6.6%
Stock comp / revenue 0.6% 1.5%
25th		 1.2%
Effective tax rate -24.2% 2.4%
6th		 1.9%

Returns on capital

MeasureWYIndustry medianIndustry percentileSector median
ROE (on average equity) 5.0% 5.5%
42nd		 5.3%
ROA 2.9% 3.8%
38th		 1.6%
ROIC 5.0% 5.4%
44th		 3.7%
ROCE 4.2% 6.2%
38th		 4.4%
Return on tangible assets 3.9% 5.8%
38th		 3.8%
Cash ROIC (OCF / invested capital) 3.8% 6.8%
25th		 5.7%
Gross profitability (GP / assets) 5.5% 7.6%
38th		 5.3%
ROIC, 3-yr average 4.6% 4.6%
50th		 2.4%
ROIC, 5-yr average 6.5% 3.9%
73rd		 2.6%
ROE, 5-yr average 9.0% 7.9%
64th		 4.4%
Incremental ROIC 223.7% 4.6%
94th		 6.5%

Growth

MeasureWYIndustry medianIndustry percentileSector median
Revenue growth (TTM YoY) -1.9% 7.6%
19th		 8.4%
Revenue growth (QoQ) 8.1% 2.5%
69th		 2.2%
Revenue CAGR, 3 yr -4.7% 3.9%
6th		 5.8%
Revenue CAGR, 5 yr -6.8% 7.4%
7th		 9.5%
Gross profit CAGR, 3 yr -20.4% -3.9%
8th		 -0.8%
Operating income CAGR, 3 yr -22.5% 5.5%
7th		 3.0%
Net income growth (TTM YoY) 69.2% 46.5%
67th		 21.3%
Net income CAGR, 3 yr -12.4% 12.3%
9th		 8.5%
EPS growth (TTM YoY) 69.7% 45.7%
67th		 17.6%
EPS CAGR, 3 yr -12.0% 13.2%
9th		 5.7%
EPS CAGR, 5 yr -26.5% 7.8%
0th		 5.6%
FCF growth (TTM YoY) -92.9% 5.1%
0th		 3.0%
FCF CAGR, 3 yr -72.0% 2.5%
0th		 5.6%
Operating cash flow CAGR, 3 yr -26.0% 8.0%
0th		 3.7%
Book value CAGR, 3 yr -1.8% -2.9%
58th		 -2.0%
Dividend CAGR, 3 yr 1.1% -0.1%
56th		 -1.2%
Sustainable growth rate -1.4% -1.3%
44th		 -1.4%

Margin history & stability

MeasureWYIndustry medianIndustry percentileSector median
Gross margin, 3-yr average 17.3% 59.3%
0th		 59.1%
Operating margin, 3-yr average 10.4% 29.4%
0th		 28.6%
Net margin, 3-yr average 6.9% 13.0%
12th		 12.3%
FCF margin, 3-yr average 4.1% 24.6%
12th		 27.4%
Revenue stability (0-1) 0.93 0.76
75th		 0.82
Earnings stability (0-1) 0.75 0.36
81st		 0.36
Margin stability (0-1) 0.54 0.75
19th		 0.83

Liquidity (latest quarter)

MeasureWYIndustry medianIndustry percentileSector median
Cash & short-term investments $527.0M $319.0M
69th		 $141.2M
Net cash (− = net debt) −$4.9B −$4.9B
56th		 −$3.3B
Working capital $735.0M $17.8M
88th		 $19.5M
Current ratio 1.82 1.13
64th		 1.02
Quick ratio 1.15 1.13
57th		 1.02
Cash ratio (cash + ST investments / current liabilities) 0.58 0.58
57th		 0.36
Defensive interval (days) 983 days 673 days
64th		 554 days

Leverage & solvency (latest quarter)

MeasureWYIndustry medianIndustry percentileSector median
Total debt $5.4B $5.4B
50th		 $3.5B
Debt / equity 0.57 1.13
15th		 1.33
Net debt / equity 0.52 1.08
15th		 1.26
Debt / assets 32.9% 58.2%
12th		 51.3%
Debt / capital 36.5% 51.3%
15th		 57.1%
Debt / EBITDA 4.68 6.98
0th		 6.47
Net debt / EBITDA 4.23 6.15
0th		 6.15
Interest coverage (EBIT / interest) 2.4x 2.4x
50th		 1.5x
Cash interest coverage 2.0x 2.0x
50th		 2.1x
Debt payback (years of OCF) 9.9 yrs 10.6 yrs
44th		 8.9 yrs
Liabilities / assets 42.7% 62.0%
12th		 60.0%
IS credit model rating BBB- — —
Implied credit spread (bps) 350 650
12th		 650

Efficiency

MeasureWYIndustry medianIndustry percentileSector median
Asset turnover 0.42 0.17
100th		 0.12
Fixed asset turnover 0.48 0.39
62nd		 0.90
Inventory turnover 9.9 9.5
57th		 10.0
Receivables turnover 18.4 8.2
83rd		 7.6
Days sales outstanding 20 days 26 days
33rd		 37 days
Days inventory outstanding 37 days 38 days
43rd		 21 days
Days payables outstanding 18 days 23 days
38th		 53 days
Cash conversion cycle (days) 39 days −3 days
75th		 −6 days
Capex / revenue 7.7% 7.0%
56th		 4.4%
Capex / depreciation 1.04 0.45
81st		 0.32
Operating expense ratio 4.7% 23.2%
9th		 30.9%

Cash flow & earnings quality

MeasureWYIndustry medianIndustry percentileSector median
Operating cash flow / net income 1.16 1.61
23rd		 1.83
FCF / net income 0.04 1.12
15th		 1.43
FCF / operating cash flow 3.5% 81.8%
12th		 82.5%
Capex / operating cash flow 96.5% 18.2%
88th		 17.9%
Accruals ratio -0.5% -2.8%
81st		 -3.1%
Sloan accruals ratio 1.0% -3.8%
81st		 -3.3%
Earnings quality score (0-1) 1.00 0.88
54th		 1.00

Dividends & buybacks

MeasureWYIndustry medianIndustry percentileSector median
Dividend yield 4.3% 4.4%
44th		 5.2%
Dividend per share (TTM) $0.84 $3.20
31st		 $1.21
Payout ratio (dividends / net income) 128.2% 114.9%
69th		 110.2%
Dividends / FCF —
Dividend growth (YoY) 2.1% -0.0%
60th		 2.3%
Buyback yield 0.4% 0.4%
50th		 0.1%
Shareholder yield (dividends + buybacks) 4.7% 4.7%
50th		 5.9%
Share count change (YoY) -0.3% 1.1%
25th		 0.5%
Buybacks, last 5 years $571.2M $42.7M
75th		 $15.9M

Scores & forensic checks

MeasureWYIndustry medianIndustry percentileSector median
IS score 43 43
50th		 43
IS profitability 26 57
31st		 44
IS growth 54 62
44th		 58
IS value 47 50
38th		 53
IS momentum 81 80
62nd		 77
IS risk (safety) 50 15
88th		 15
IS quality 65 65
56th		 59
IS balance sheet 52 36
94th		 35
IS earnings quality 91 76
100th		 72
IS cash flow 21 68
6th		 61
Piotroski F-score (0-9) 6 6
44th		 6
Altman Z-score 2.2 1.1
94th		 0.8
Beneish M-score −2.87 −2.63
25th		 −2.71
Ohlson O-score −8.68 −6.76
6th		 −6.91
IS credit score 53 33
81st		 34

Per share

MeasureWYIndustry medianIndustry percentileSector median
EPS, diluted (TTM) $0.65 $2.21
31st		 $0.78
Book value per share $13.10 $13.10
50th		 $15.91
Tangible book per share $13.11 $13.11
50th		 $16.11
Revenue per share $9.56 $9.59
44th		 $6.28
FCF per share $0.03 $1.67
12th		 $1.49
Operating cash flow per share $0.76 $3.04
25th		 $1.95
Cash per share $0.73 $0.73
50th		 $0.95

Size (TTM)

MeasureWYIndustry medianIndustry percentileSector median
Market cap $14.1B $11.4B
56th		 $2.5B
Revenue $6.9B $2.3B
81st		 $956.7M
EBITDA $1.2B $1.2B
50th		 $399.5M
Net income $472.0M $472.0M
50th		 $109.6M
Free cash flow $19.0M $264.1M
19th		 $157.8M
Total assets $16.5B $11.7B
69th		 $6.6B
Shareholders' equity $9.5B $693.3M
88th		 $1.8B
Employees 9,517 1,844
88th		 307

Insider transactions, last 6 months

Form 4 · most recent 12
DateInsiderTypeSharesPriceValueOwned after
2026-06-03Chaney Brian K
Senior Vice President
 Tax withholding 3,491$24.39$85,145115,460
2026-05-16Wold David M
Senior Vice President & CFO
 Tax withholding 1,062$22.68$24,086164,830
2026-05-15Williams Kim
Director
 Award / grant 7,832——61,545
2026-05-15Williams Kim
Director
 Award / grant 5,222——92,291
2026-05-15Merriwether Deidra C
Director
 Award / grant 7,832——39,688
2026-05-15Lewis Sara Grootwassink
Director
 Award / grant 7,832——80,214
2026-05-15Holley Rick R
Director
 Award / grant 11,531——96,161
2026-05-15Monaco Albert
Director
 Award / grant 7,832——81,358
2026-05-15Monaco Albert
Director
 Award / grant 3,781$22.98$86,88785,139
2026-05-15Selzer Lawrence A
Director
 Award / grant 7,832——76,826
2026-05-15Emmert Mark A
Director
 Award / grant 7,832——66,414
2026-05-15Beckwitt Richard
Director
 Award / grant 7,832——31,874

Shares acquired vs disposed, by month

acquired disposed · all Form 4 types
MarMayJun

By transaction type, 6 months

TypeDirectionFilingsSharesValue
Award / grantAcquired14103,780$200,087
Tax withholdingDisposed97,531$179,303
Awards, option exercises and tax withholding are compensation mechanics; open-market buys and sales are the discretionary ones.

Form 144 notices

12 months: 2 notices · 101,319 shares · $2.4M
FiledFilerShares proposedEst. proceeds
2026-02-03Chaney Brian K11,157$288,037
2025-12-15Stockfish Devin W90,162$2.1M
2024-08-27Williams Kim12,000$372,960
2024-06-07Piasecki Nicole Weyerhaeuser5,776$169,814
A Form 144 is notice of a proposed sale, not a confirmed one.

Congress trades

12 months: House 12 trades (4 purchases) · Senate 0 (0 purchases)
TradedMemberChamberTypeAmountDisclosed
2026-09-11Ro KhannaHouseSale$1,001 - $15,0002026-10-09
2026-09-04Ro KhannaHouseSale$1,001 - $15,0002026-10-09
2026-07-07Ro KhannaHousePurchase$1,001 - $15,0002026-08-12
2026-01-29Ro KhannaHouseSale$1,001 - $15,0002026-02-10
2021-01-04Tommy TubervilleSenateSale (Full)$50,001 - $100,0002021-07-23
2021-01-04Tommy TubervilleSenateSale (Full)$50,001 - $100,0002021-07-22
2021-01-04Thomas Hawley TubervilleSenateSale (Full)$50,001 - $100,0002021-07-22
2018-12-19Jerry MoranSenateSale (Full)$1,001 - $15,0002019-05-15
STOCK Act disclosures, in ranges, filed up to 45 days after the trade.

Largest 13F holders

Quarter to 2026-06-30, the latest most managers have filed
ManagerSharesValue% of shares out
BlackRock, Inc.69,464,876$1.7B9.64%
VANGUARD PORTFOLIO MANAGEMENT LLC60,738,699$1.5B8.43%
First Eagle Investment Management, LLC51,179,282$1.2B7.10%
VANGUARD CAPITAL MANAGEMENT LLC47,169,248$1.1B6.54%
WELLINGTON MANAGEMENT GROUP LLP43,574,118$1.0B6.05%
STATE STREET CORP34,298,957$821.1M4.76%
GEODE CAPITAL MANAGEMENT, LLC21,015,027$501.3M2.92%
Bank of New York Mellon Corp19,553,460$468.1M2.71%
COHEN & STEERS, INC.17,960,772$430.0M2.49%
Legal & General Group Plc12,885,150$308.5M1.79%
Invesco Ltd.11,823,450$283.1M1.64%
Sixth Street Partners Management Company, L.P.11,301,843$270.6M1.57%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC11,301,843$270.6M1.57%
Allspring Global Investments Holdings, LLC10,875,457$256.2M1.51%
NORGES BANK9,081,179$217.4M1.26%

Institutional ownership by quarter

2023-092026-0691.7%
% of shares held by 13F filers
2023-092026-06911
Number of 13F filers holding

Holder changes by quarter

QuarterHoldersOwnershipNewIncreasedReducedClosed
2026-06-3091191.7%9234532272
2026-03-3190488.5%10135028362
2025-12-3188289.9%14027032888
2025-09-3084985.1%63279336100
2025-06-3090089.3%83313345135
2025-03-3196589.4%11033633978
2024-12-3194688.2%116247417108
2024-09-3095187.1%9631735597
2024-06-3096084.0%85291414106
2024-03-3199386.0%7531840769
2023-12-3199884.8%10827043564
2023-09-3096884.7%7730539158

Schedule 13D / 13G filers

FiledFormFiler% of classShares
2026-05-14SCHEDULE 13G/AFirst Eagle Investment Management, LLC6.6%47,271,603
2026-05-13SCHEDULE 13G/AFirst Eagle Investment Management, LLC6.6%47,271,603
2026-04-30SCHEDULE 13GVanguard Capital Management7.5%53,965,487
2026-04-29SCHEDULE 13GVanguard Portfolio Management8.5%61,200,903
Required above 5% of a class; 13G is the passive form.

ETFs with the largest holding

ETFWeight in fundHolding value
VGSLX0.78%$520.1M
VGSNX0.78%$520.1M
VNQ0.78%$520.1M
VITSX0.02%$437.5M
VTI0.02%$437.5M
VSMPX0.02%$437.5M

Share structure

Shares outstanding720,736,000
Float717,290,882
Free float99.5%

Income statement

Fiscal years, USD
FY2021FY2022FY2023FY2024FY2025
Revenue$10.2B$10.2B$7.7B$7.1B$6.9B
Cost of revenue$6.1B$6.6B$6.0B$5.8B$6.4B
Gross profit$4.1B$3.6B$1.7B$1.3B$516.0M
R&D$5.0M$6.0M$7.0M$7.0M$0
SG&A$491.0M$491.0M$518.0M$568.0M$545.0M
Operating income$3.6B$3.1B$1.2B$685.0M$465.0M
EBITDA$4.1B$3.1B$1.7B$1.2B$1.0B
Pretax income$3.3B$2.3B$937.0M$427.0M$260.0M
Income tax$709.0M$425.0M$98.0M$31.0M−$64.0M
Net income$2.6B$1.9B$839.0M$396.0M$324.0M
EPS, diluted$3.47$2.53$1.15$0.54$0.45
Diluted shares751.0M743.0M732.2M729.0M721.8M

Balance sheet

FY2021FY2022FY2023FY2024FY2025
Cash & short-term investments$1.9B$1.6B$1.2B$684.0M$464.0M
Receivables$531.0M$399.0M$364.0M$315.0M$313.0M
Inventory$520.0M$550.0M$566.0M$607.0M$593.0M
Total current assets$3.1B$2.7B$2.3B$1.7B$1.7B
PP&E, net$14.1B$14.3B$14.4B$14.5B$2.8B
Goodwill & intangibles$0$0$0$0$177.0M
Total assets$17.7B$17.3B$17.0B$16.5B$16.6B
Accounts payable$281.0M$247.0M$287.0M$255.0M$278.0M
Total current liabilities$954.0M$1.7B$788.0M$977.0M$1.3B
Long-term debt$5.1B$4.1B$5.1B$4.9B$5.0B
Total liabilities$6.9B$6.6B$6.7B$6.8B$7.2B
Shareholders' equity$10.8B$10.7B$10.2B$9.7B$9.4B

Cash flow statement

Outflows are negative
FY2021FY2022FY2023FY2024FY2025
Net income$2.6B$1.9B$839.0M$396.0M$324.0M
Depreciation & amortization$477.0M$480.0M$500.0M$502.0M$509.0M
Stock-based compensation$30.0M$33.0M$36.0M$43.0M$0
Change in working capital$53.0M−$112.0M$54.0M−$15.0M−$235.0M
Operating cash flow$3.2B$2.8B$1.4B$1.0B$562.0M
Capital expenditure−$590.0M−$763.0M−$680.0M−$667.0M−$474.0M
Free cash flow$2.6B$2.1B$753.0M$341.0M$88.0M
Investing cash flow−$325.0M−$759.0M−$508.0M−$636.0M−$475.0M
Net debt issued / repaid−$375.0M−$322.0M$14.0M$0$487.0M
Buybacks−$100.0M−$543.0M−$131.0M−$154.0M−$160.0M
Dividends paid−$884.0M−$1.6B−$1.2B−$684.0M−$606.0M

Ratio history

Margins on the fiscal-year (TTM at Q4) basis; multiples at each year end
FY2021FY2022FY2023FY2024FY2025
Gross margin40.2%35.5%21.9%18.4%13.6%
Operating margin35.7%30.2%15.5%9.6%6.7%
Net margin25.6%18.5%10.9%5.6%4.7%
FCF margin25.2%20.3%9.8%4.8%1.2%
ROE26.7%17.5%8.0%4.0%3.4%
ROIC20.4%17.6%7.5%4.5%4.0%
ROA15.4%10.7%4.9%2.4%2.0%
Debt / equity0.480.470.500.530.59
Interest coverage11.6x9.5x4.3x2.6x2.0x
Current ratio3.291.582.941.791.29
Revenue growth+35.4%−0.2%−24.6%−7.2%−2.4%
EPS growth+226.3%−27.7%−54.3%−52.6%−17.5%
P/E at year end10.0x11.0x28.5x50.1x52.8x
EV / EBITDA at year end7.2x7.9x16.2x20.2x21.3x
FCF yield at year end9.83%9.97%3.15%1.72%0.47%
Dividend payout33.9%86.0%144.9%172.7%187.0%

Revenue by segment

FY2021FY2022FY2023FY2024FY2025
Wood Products$8.2B——$5.2B$5.0B
Timberlands$1.6B$68.0M$74.0M$1.5B$2.1B
R E E N R$344.0M——$391.0M$454.0M

Revenue by region · FY2025

UNITED STATES$6.0B · 87%
CANADA$543.0M · 8%
JAPAN$271.0M · 4%
Other Countries$61.0M · 1%
KOREA, REPUBLIC OF$21.0M · 0%
CHINA$11.0M · 0%

Street estimates by fiscal year

Next report 2026-10-29 · consensus EPS $0.05 · these are analysts' numbers, not ours
Fiscal yearRevenue (mean)Revenue rangeEPS (mean)EPS rangeAnalystsP/E on mean EPS
2026$7.2B$7.1B – $7.3B$0.29$0.23 – $0.35867.0x
2027$7.7B$7.4B – $8.1B$0.62$0.43 – $0.73831.6x
2028$8.1B$7.6B – $8.6B$0.92$0.87 – $0.96221.4x

Reported vs expected, every quarter on file

ReportedEPS expectedEPS actualEPS surpriseRevenue expectedRevenue actualRevenue surprise
2026-07-30$0.08$0.13+67.3%$1.8B$1.9B+1.0%
2026-04-30$0.06$0.11+87.4%$1.7B$1.7B+0.5%
2026-01-29$-0.13$-0.09+30.8%$1.6B$1.5B−1.8%
2025-10-30$-0.07$0.06+185.7%$1.6B$1.8B+11.8%
2025-07-24$0.10$0.12+20.0%$1.7B$1.9B+8.9%
2025-04-24$0.11$0.110.0%$1.8B$1.8B−0.2%
2025-01-30$0.07$0.11+57.1%$1.7B$1.7B−0.7%
2024-10-24$0.01$0.05+525.0%$1.7B$1.7B+0.3%
2024-07-25$0.21$0.210.0%$2.0B$1.9B−1.1%
2024-04-25$0.15$0.16+6.7%$2.1B$1.8B−13.9%
2024-01-25$0.14$0.16+14.3%$1.9B$1.8B−4.8%
2023-10-26$0.34$0.33−2.9%$2.1B$2.0B−2.9%
2023-07-27$0.21$0.32+52.4%$2.0B$2.0B−0.0%
2023-04-27$0.11$0.21+90.9%$1.9B$1.9B+1.7%
2023-01-26$0.18$0.24+33.3%$1.9B$1.8B−5.6%
2022-10-27$0.37$0.42+13.5%$2.3B$2.3B+0.0%
2022-07-29$0.98$1.06+8.2%$2.8B$3.0B+4.7%
2022-04-29$1.19$1.31+10.1%$3.0B$3.1B+4.9%
2022-01-28$0.48$0.49+2.1%$2.2B$2.2B+1.6%
2021-10-29$0.57$0.60+5.3%$2.5B$2.3B−5.2%
2021-07-30$1.41$1.37−2.8%$3.1B$3.1B+1.7%
2021-04-30$0.91$0.910.0%$2.4B$2.5B+4.3%
2021-01-29$0.46$0.48+4.3%$2.0B$2.1B+4.5%
2020-10-30$0.39$0.52+33.3%$4.9B$2.1B−57.3%

Off-exchange (dark pool) volume, weekly

FINRA ATS, $ billions · through the week of 2026-08-31 (FINRA publishes with a delay)
0.106-150.206-220.106-290.107-060.107-130.107-200.207-270.208-030.108-100.108-170.108-240.108-31
Week ofNotionalSharesTrades
2026-08-31$116.4M5,010,10078,532
2026-08-24$79.2M3,288,93856,993
2026-08-17$131.1M5,384,74185,407
2026-08-10$128.5M5,153,24172,170
2026-08-03$165.2M6,472,34882,857
2026-07-27$162.8M6,712,24498,171

Short-sale share of off-exchange volume

daily 20-day average
07-2310-1551.8%
DateShort shareShort volumeTotal volume
2026-10-1551.8%1,805,9023,484,889
2026-10-1449.1%1,577,1163,211,174
2026-10-1356.1%1,395,6262,485,743
2026-10-1256.9%1,347,7872,366,984
2026-10-0947.7%1,566,9533,285,053
2026-10-0855.0%2,847,9225,175,523
2026-10-0760.4%2,776,4334,597,900
2026-10-0642.9%2,348,1925,473,677
2026-10-0547.4%1,292,1362,728,876
2026-10-0249.8%1,626,3503,265,704
A daily flow measure from FINRA, not short interest.

Seasonality

Average return by calendar month
+1.5Jan-1.1Feb+0.4Mar+2.2Apr-1.8May-1.4Jun+2.9Jul+0.3Aug-0.3Sep-0.5Oct+2.5Nov+2.2Dec
MonthAvg returnUp yearsYears
Jan+1.5%50%20
Feb−1.1%40%20
Mar+0.4%57%21
Apr+2.2%55%20
May−1.8%35%20
Jun−1.4%40%20
Jul+2.9%50%20
Aug+0.3%45%20
Sep−0.3%50%20
Oct−0.5%65%20
Nov+2.5%65%20
Dec+2.2%65%20
History, not a forecast.

Indicators

as of 2026-10-16
RSI 1442.6
MFI48.0
ADX53.2
Stochastic %K / %D58.2 / 41.1
Williams %R-19.2
CCI10
TSI / signal-41.2 / -48.2
Chaikin money flow-0.15
ATR$0.53
Bollinger width18.4%
Volume vs 20-day avg0.82x
SupertrendDown

Moving averages and bands

level (price vs level)
SMA 20$19.45 (+0.8%)
SMA 50$21.86 (−10.3%)
SMA 200$23.89 (−17.9%)
EMA 21$19.74 (−0.7%)
EMA 50$21.18 (−7.4%)
EMA 200$23.33 (−15.9%)
Bollinger upper$21.23 (−7.6%)
Bollinger lower$17.66 (+11.0%)
Parabolic SAR$18.54 (+5.8%)
Open the live chart, 110+ indicators

About Weyerhaeuser Company

Established in 1900, Weyerhaeuser Company holds a prominent global position as one of the largest private proprietors of timberlands. The company oversees or owns approximately 11 million acres of forested land in the United States, complemented by additional timberlands in Canada managed under long-term licenses. These extensive holdings are cultivated responsibly, in full compliance with internationally accepted sustainable forestry criteria. Beyond its land stewardship, Weyerhaeuser is also a leading producer of wood-based goods throughout North America. Operating as a real estate investment trust (REIT), the firm achieved net sales of $7.5 billion in 2020. Its approximately 9,400 employees cater to a worldwide customer base, and Weyerhaeuser's commitment to environmental, social, and governance principles is acknowledged by its inclusion in the Dow Jones Sustainability North America Index. The company's common stock is available for trading on the New York Stock Exchange under the ticker WY.

https://www.weyerhaeuser.com

Key executives

NameTitlePayBorn
Devin W. StockfishPresident, Chief Executive Officer & Director$3.4M1974
Rehad HossainSenior Vice President & Chief Development Officer$1.8M—
Travis A. KeatleySenior Vice President of Timberlands$1.5M1977
David WoldSenior Vice President & Chief Financial Officer$1.5M1983
Adrian BlockerSenior Advisor$1.5M1957
Denise MerleSenior Vice President & Chief Administration Officer$1.4M1964
Kristy T. HarlanSenior Vice President, General Counsel & Corporate Secretary$1.3M1974
Brian ChaneySenior Vice President of Wood Products—1972

Executive pay, latest proxy

ExecutiveYearSalaryStock awardsIncentiveTotal
Devin W. Stockfish President and Chief Executive Officer2025$1.3M$10.2M$2.1M$14.0M
Denise M. Merle Senior Vice President and Chief Administration Officer2025$742,115$1.9M$650,000$4.3M
Travis A. Keatley Senior Vice President, Timberlands2025$652,308$2.2M$865,000$4.3M
David M. Wold Senior Vice President and Chief Financial Officer2025$705,577$2.5M$771,000$4.2M
Paul Hossain Senior Vice President and Chief Development Officer2025$599,211$1.9M$1.0M$3.7M

Employees

9k20189k20199k20209k20219k20229k20239k202410k2025

Dividends

Ex-dateAmountPaid
2026-09-04$0.212026-09-18
2026-06-05$0.212026-06-22
2026-03-10$0.212026-03-20
2025-11-28$0.212025-12-12
2025-08-29$0.212025-09-12
2025-05-30$0.212025-06-13
2025-03-07$0.212025-03-21
2024-11-29$0.22024-12-13

Moat model

None · Efficient Scale · 2026-06-30
Cost advantage44
Intangibles14
Switching costs49
Network effect23
Efficient scale60
Our component scores (0-100) and overall 37.0; a model of the business, not a call on the stock.
InsiderStreet reports findings from filings and market data. Nothing on this page is a recommendation to buy or sell.Every figure is computed in code · data as of 2026-10-17

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