Analyst Consensus ?
ConsensusHold24 ratings
Bullish1354.2%
Neutral937.5%
Bearish28.3%
Weyerhaeuser Company · WY · FY2025 Q4 · Calendar Q1 2026
Weyerhaeuser: Climate Solutions Strength, Lumber Risks Remain
The supplied analysis supports a mixed but constructive operating picture: Climate Solutions, timberland optimization, and new biocarbon and engineered-wood initiatives provide growth avenues, while weak lumber and OSB pricing, leverage, inventory, and execution risks limit the strength of the near-term case.
Reported After market closeNYSEReal Estate
$14.22B market cap
100quality score
Earnings scorecard
Reported versus consensus
Reported EPS
$-0.09
Consensus $-0.13
EPS surprise
+30.8%
Reported versus consensus
Reported revenue
$1.54B
Consensus $1.57B
Revenue surprise
-1.8%
Reported versus consensus
Market reaction
event-close to next-session close
Stock move
-0.6%
Event window
SPY move
-0.3%
Same window
Abnormal move
-0.3%
Stock minus SPY
Volume
1.3×
Versus trailing sessions
Subsequent drift
-4.5%
Up to 20 sessions
WYSPY benchmark
Ask FN2 about WY FY2025 Q4
Transcript, numbers and history already loaded
Why did WY fall 0.6% after beating EPS estimates in FY2025 Q4?What changed in WY's guidance and outlook in FY2025 Q4?Give me the bull and bear case for WY after FY2025 Q4 earnings.
Free account. Your question opens in FN2 with this report's transcript and numbers attached.
Transcript intelligence
What changed
The current analysis emphasized full-year adjusted EBITDA of $1 billion, stronger Climate Solutions performance, expanded biocarbon plans, the TimberStrand facility, and increased shareholder returns. Guidance was maintained, while lumber and OSB weakness remained a central risk.
Guidance delta
Management maintained its 2026 outlook; the prior analysis had described guidance as raised.
Key takeaways
- Adjusted EBITDA reached $1 billion, with Climate Solutions up 42% year over year.
- The company completed $406 million of timberland divestitures and launched a TimberStrand facility.
- Shareholder returns included a 5% dividend increase and $766 million returned.
- Management reaffirmed 2026 expectations for stable timberland earnings, Climate Solutions growth, and $400-$450 million of capex.
Management priorities
- Commission the new TimberStrand plant in Arkansas.
- Expand biocarbon production and develop additional forest carbon projects.
- Continue timberland portfolio optimization and selective divestitures.
- Execute the $400-$450 million capex program for reforestation, silviculture, and mill upgrades.
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Try FN2 freeEarnings History
Estimate
Beat
Miss
Match
Analyst 52W Price Targets
$19.69Current
$27Low
$33.93Average
$45High
Latest persisted target per named analyst; persisted current price from FN2's market snapshot as of Sep 29, 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 |
|---|---|---|---|---|
| JP Morgan | Overweight | Overweight | Maintain | Sep 3, 2026 |
| Citigroup | Buy | Buy | Maintain | Aug 4, 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 current price $19.69. FMP does not supply a rating on these named-analyst rows.
| Firm | Analyst | 52W target | Price when posted | Upside | Date |
|---|---|---|---|---|---|
| Raymond James | Buck Horne | $30 | $22.5 | +52.4% | Jul 10, 2026 |
| CIBC | Analyst unavailable | $28 | $25.01 | +42.2% | Apr 23, 2026 |
| Truist Financial | Analyst unavailable | $29 | $25.92 | +47.3% | Feb 2, 2026 |
| Truist Financial | Analyst unavailable | $28 | $24.26 | +42.2% | Jan 6, 2026 |
| New Street | Hamir Patel | $28 | $23.41 | +42.2% | Dec 12, 2025 |
| Seaport Global | Analyst unavailable | $33 | $22.76 | +67.6% | Dec 10, 2025 |
| D.A. Davidson | Kurt Yinger | $31 | $23 | +57.4% | Nov 3, 2025 |
| RBC Capital | Matthew McKellar | $30 | $23 | +52.4% | Nov 3, 2025 |
| Truist Financial | Michael Roxland | $27 | $23.94 | +37.1% | Oct 13, 2025 |
| Truist Financial | Michael Roxland | $34 | $32.59 | +72.7% | Oct 15, 2024 |
| Goldman Sachs | Susan Maklari | $38 | $32.45 | +93.0% | Sep 16, 2024 |
| Citigroup | Anthony Pettinari | $36 | $31.27 | +82.8% | Jul 29, 2024 |
| RBC Capital | Matthew McKellar | $37 | $31.59 | +87.9% | Jul 29, 2024 |
| D.A. Davidson | Kurt Yinger | $36 | $31.5 | +82.8% | Jul 29, 2024 |
| Truist Financial | Michael Roxland | $31 | $31.6 | +57.4% | Jul 29, 2024 |
| BMO Capital | Mark Wilde | $38 | $35.61 | +93.0% | Mar 22, 2024 |
| BMO Capital | Analyst unavailable | $36 | $34.34 | +82.8% | Feb 6, 2023 |
| Raymond James | Analyst unavailable | $39 | $27.6 | +98.1% | Sep 29, 2022 |
| Raymond James | Analyst unavailable | $45 | $34.62 | +128.5% | Sep 12, 2022 |
| Goldman Sachs | Analyst unavailable | $41 | $33.26 | +108.2% | Jun 23, 2022 |
| D.A. Davidson | Kurt Yinger | $30 | $39.9 | +52.4% | Apr 18, 2022 |
| RBC Capital | Paul Quinn | $45 | $39.9 | +128.5% | Apr 14, 2022 |
Track every rating change on WY the moment it posts. Free to start.
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
All WY earningsLatest beats and misses
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- CTASFY2027 Q1 · September 23, 2026+3.0% EPS-3.4% move
- PAYXFY2027 Q1 · September 23, 2026+1.5% EPS-8.8% move
- GISFY2027 Q1 · September 23, 2026+4.6% EPS+1.0% move
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Sources
- Earnings call transcript and parsed analysis · 2026-05-11T10:29:34.698584+00:00
- FN2 earnings calendar · 2026-07-26T00:37:12.209961+00:00
- Polygon adjusted daily market bars · 2026-09-29T10:51:02.931923+00:00
- Financial Modeling Prep analyst price-target consensus and quote snapshot · 2026-09-29T10:51:02.929067+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 2026-09-29. For educational purposes only; not investment advice.