Analyst Consensus ?
ConsensusHold24 ratings
Bullish1354.2%
Neutral937.5%
Bearish28.3%
Weyerhaeuser Company · WY · FY2024 Q4 · Calendar Q1 2025
Weyerhaeuser adds engineered-wood capacity amid housing and tariff risks
The call supports a cautiously constructive long-term view of Weyerhaeuser's growth investments and demand opportunities, but the evidence is balanced by commodity pricing, housing, tariff, cost and execution risks.
Reported After market closeNYSEReal Estate
$13.66B market cap
80quality score
Earnings scorecard
Reported versus consensus
Reported EPS
—
Consensus $0.07
EPS surprise
—
Reported versus consensus
Reported revenue
—
Consensus $1.71B
Revenue surprise
—
Reported versus consensus
Market reaction
event-close to next-session close
Stock move
-1.1%
Event window
SPY move
-0.5%
Same window
Abnormal move
-0.6%
Stock minus SPY
Volume
1.6×
Versus trailing sessions
Subsequent drift
+2.5%
Up to 20 sessions
WYSPY benchmark
Ask FN2 about WY FY2024 Q4
Transcript, numbers and history already loaded
What drove WY's -1.1% move after FY2024 Q4 earnings?What changed in WY's guidance and outlook in FY2024 Q4?Give me the bull and bear case for WY after FY2024 Q4 earnings.
Free account. Your question opens in FN2 with this report's transcript and numbers attached.
Transcript intelligence
What changed
Relative to the prior-quarter analysis, the company emphasized the Arkansas TimberStrand investment, a stronger engineered-wood expansion plan and a larger Natural Climate Solutions contribution, while tariff and cost concerns remained central.
Guidance delta
Guidance sentiment was maintained; management indicated higher first-quarter earnings and improved lumber and OSB demand in 2025.
Key takeaways
- Management highlighted a $500 million Arkansas TimberStrand investment intended to expand engineered-wood capacity.
- Natural Climate Solutions generated $84 million of adjusted EBITDA in 2024, with a $100 million target for year-end.
- The outlook combines expected demand and operating improvements with tariff, cost, weather and interest-rate risks.
- Capital allocation remained a priority, including a 5% dividend increase and continued shareholder returns.
Management priorities
- Build the Arkansas TimberStrand facility and expand engineered-wood capacity.
- Increase engineered-wood operating rates and pursue operational efficiencies.
- Scale forest carbon credits and renewable-energy projects.
- Maintain dividend growth, share repurchases and capital-allocation discipline.
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Estimate
Beat
Miss
Match
Analyst 52W Price Targets
$18.94Previous close
$27Low
$33.73Average
$45High
Latest persisted target per named analyst; persisted previous close from FN2's market snapshot as of Oct 13, 2026. Not an FN2 forecast.
Firm-level rating actions
FMP grade actions identify the grading firm, not a named analyst.
| Firm | Rating | Prior rating | Action | Date |
|---|---|---|---|---|
| Citigroup | Buy | Buy | Maintain | Oct 5, 2026 |
| JP Morgan | Overweight | Overweight | Maintain | Sep 3, 2026 |
| Truist Securities | Hold | Hold | Maintain | Aug 3, 2026 |
| RBC Capital | Outperform | Outperform | Maintain | Jul 17, 2026 |
| Raymond James | Strong Buy | Outperform | Upgrade | Jul 10, 2026 |
| DA Davidson | Buy | Buy | Maintain | Jun 30, 2026 |
| CIBC | Outperform | Outperform | Maintain | Dec 12, 2025 |
| B of A Securities | Neutral | Buy | Downgrade | Nov 17, 2025 |
| BMO Capital | Outperform | Market Perform | Upgrade | Dec 6, 2024 |
| Argus Research | Hold | Buy | Downgrade | Jul 20, 2022 |
| Goldman Sachs | Buy | Buy | Maintain | Jun 23, 2022 |
| Stephens & Co. | Equal Weight | Overweight | Downgrade | May 3, 2021 |
| Scotiabank | Sector Perform | Sector Perform | Maintain | Jul 9, 2020 |
| Seaport Global | Buy | Buy | Maintain | Jan 23, 2019 |
| Bank of America | Neutral | Buy | Downgrade | Jan 2, 2019 |
| Argus | Buy | Buy | Maintain | Nov 20, 2018 |
| Dundee | Neutral | Buy | Downgrade | Aug 12, 2016 |
| Vertical Research | Hold | Buy | Downgrade | May 3, 2016 |
| CLSA | Outperform | Underperform | Upgrade | Nov 13, 2015 |
| UBS | Sell | Sell | Maintain | May 4, 2015 |
| Longbow Research | Buy | Neutral | Upgrade | Aug 20, 2013 |
| Deutsche Bank | Hold | Hold | Maintain | Jun 24, 2013 |
| Buckingham Research | Buy | Neutral | Upgrade | May 31, 2013 |
| McAdams Wright Ragen | Sell | Hold | Downgrade | Oct 31, 2012 |
Named analyst price targets
Upside is calculated against the persisted previous close $18.94. FMP does not supply a rating on these named-analyst rows.
| Firm | Analyst | 52W target | Price when posted | Upside | Date |
|---|---|---|---|---|---|
| Seaport Global | Analyst unavailable | $30 | $18.5 | +58.4% | Oct 8, 2026 |
| Raymond James | Buck Horne | $30 | $22.5 | +58.4% | Jul 10, 2026 |
| CIBC | Analyst unavailable | $28 | $25.01 | +47.8% | Apr 23, 2026 |
| Truist Financial | Analyst unavailable | $29 | $25.92 | +53.1% | Feb 2, 2026 |
| Truist Financial | Analyst unavailable | $28 | $24.26 | +47.8% | Jan 6, 2026 |
| New Street | Hamir Patel | $28 | $23.41 | +47.8% | Dec 12, 2025 |
| Seaport Global | Analyst unavailable | $33 | $22.76 | +74.2% | Dec 10, 2025 |
| D.A. Davidson | Kurt Yinger | $31 | $23 | +63.7% | Nov 3, 2025 |
| RBC Capital | Matthew McKellar | $30 | $23 | +58.4% | Nov 3, 2025 |
| Truist Financial | Michael Roxland | $27 | $23.94 | +42.6% | Oct 13, 2025 |
| Truist Financial | Michael Roxland | $34 | $32.59 | +79.5% | Oct 15, 2024 |
| Goldman Sachs | Susan Maklari | $38 | $32.45 | +100.6% | Sep 16, 2024 |
| Citigroup | Anthony Pettinari | $36 | $31.27 | +90.1% | Jul 29, 2024 |
| RBC Capital | Matthew McKellar | $37 | $31.59 | +95.4% | Jul 29, 2024 |
| D.A. Davidson | Kurt Yinger | $36 | $31.5 | +90.1% | Jul 29, 2024 |
| Truist Financial | Michael Roxland | $31 | $31.6 | +63.7% | Jul 29, 2024 |
| BMO Capital | Mark Wilde | $38 | $35.61 | +100.6% | Mar 22, 2024 |
| BMO Capital | Analyst unavailable | $36 | $34.34 | +90.1% | Feb 6, 2023 |
| Raymond James | Analyst unavailable | $39 | $27.6 | +105.9% | Sep 29, 2022 |
| Raymond James | Analyst unavailable | $45 | $34.62 | +137.6% | Sep 12, 2022 |
| Goldman Sachs | Analyst unavailable | $41 | $33.26 | +116.5% | Jun 23, 2022 |
| D.A. Davidson | Kurt Yinger | $30 | $39.9 | +58.4% | Apr 18, 2022 |
| RBC Capital | Paul Quinn | $45 | $39.9 | +137.6% | Apr 14, 2022 |
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Start freeCompany context
Snapshot as of publicationEstablished 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.
Historical context
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Sources
- Earnings call transcript and parsed analysis · 2026-05-11T10:29:34.698584+00:00
- FN2 earnings calendar · 2025-01-16T00:01:26.053560+00:00
- Polygon adjusted daily market bars · 2026-10-13T06:30:44.996440+00:00
- Financial Modeling Prep analyst price-target consensus and quote snapshot · 2026-10-13T06:30:44.993744+00:00
Methodology
Reported and consensus figures come from FN2's earnings event records. Market reaction and volume are calculated from daily adjusted bars around the event; abnormal move subtracts the SPY move over the same window.
Analyst target low, average, and high values are derived at request time from each named analyst's latest persisted FMP target. The current-price marker comes from FN2's persisted market snapshot. They are sell-side estimates, not an FN2 valuation or recommendation.
Transcript intelligence is a structured synthesis of the current and prior earnings-call analyses. Missing values stay missing and are never estimated.
By FN2 Research · Updated · As of 2026-10-13. For educational purposes only; not investment advice.