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

Wilkins Investment Counsel Inc. increased its holdings in Weyerhaeuser Company (NYSE:WY) by 13.8% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The fund owned 506,030 shares of the real estate investment trust’s stock after purchasing an additional 61,525 shares during the period. Weyerhaeuser makes up about 1.7% of Wilkins Investment Counsel Inc.’s investment portfolio, making the stock its 23rd largest position. Wilkins Investment Counsel Inc.’s holdings in Weyerhaeuser were worth $11,988,000 at the end of the most recent quarter.

Several other large investors also recently bought and sold shares of WY. Goldman Sachs Group Inc. increased its position in Weyerhaeuser by 18.2% in the first quarter. Goldman Sachs Group Inc. now owns 2,249,932 shares of the real estate investment trust’s stock worth $65,878,000 after purchasing an additional 346,571 shares during the last quarter. Empowered Funds LLC increased its position in Weyerhaeuser by 3.4% in the first quarter. Empowered Funds LLC now owns 46,049 shares of the real estate investment trust’s stock worth $1,348,000 after purchasing an additional 1,498 shares during the last quarter. Intech Investment Management LLC increased its position in Weyerhaeuser by 5.9% in the first quarter. Intech Investment Management LLC now owns 56,265 shares of the real estate investment trust’s stock worth $1,647,000 after purchasing an additional 3,124 shares during the last quarter. Gamco Investors INC. ET AL bought a new stake in Weyerhaeuser in the second quarter worth $275,000. Finally, Bank of Nova Scotia increased its position in Weyerhaeuser by 10.2% in the second quarter. Bank of Nova Scotia now owns 91,624 shares of the real estate investment trust’s stock worth $2,354,000 after purchasing an additional 8,500 shares during the last quarter. Institutional investors own 82.99% of the company’s stock.

Wall Street Analysts Forecast Growth

Several brokerages recently weighed in on WY. DA Davidson restated a “buy” rating and issued a $31.00 price target on shares of Weyerhaeuser in a research report on Tuesday, March 31st. Canadian Imperial Bank of Commerce set a $28.00 price target on shares of Weyerhaeuser in a research report on Thursday, April 23rd. Citigroup restated 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 on the stock in a research report on Wednesday, April 15th. Finally, Weiss Ratings raised shares of Weyerhaeuser from a “sell (d+)” rating to a “hold (c-)” rating in a research note on Tuesday, February 10th. Six analysts have rated the stock with a Buy rating, four have assigned a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat, the company currently has a consensus rating of “Hold” and an average price target of $28.75.

Insider Buying and Selling at Weyerhaeuser

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

Weyerhaeuser Stock Down 1.9%

NYSE WY opened at $24.06 on Friday. The company has a quick ratio of 0.83, a current ratio of 1.29 and a debt-to-equity ratio of 0.54. The company has a fifty day moving average of $24.33 and a two-hundred day moving average of $24.19. The firm has a market capitalization of $17.34 billion, a price-to-earnings ratio of 44.55, a PEG ratio of 2.63 and a beta of 0.90. Weyerhaeuser Company has a 52 week low of $21.16 and a 52 week high of $27.86.

Weyerhaeuser (NYSE:WY) last posted its quarterly earnings data on Thursday, April 30th. The real estate investment trust reported $0.11 EPS for the quarter, topping the consensus estimate of $0.04 by $0.07. The company had revenue of $1.73 billion during the quarter, compared to analyst estimates 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% compared to the same quarter last year. During the same period in the previous year, the firm earned $0.11 earnings per share. On average, analysts predict 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 paid a dividend of $0.21 per share. This represents a $0.84 annualized dividend and a yield of 3.5%. The ex-dividend date of this dividend was Tuesday, March 10th. Weyerhaeuser’s payout ratio is presently 155.56%.

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

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.