With a market cap of $17.1 billion, Weyerhaeuser Company (WY) is one of the world’s largest private owners of timberlands, managing over 10 million acres across the United States and additional licensed lands in Canada. The company is a global leader in sustainable forestry and a major North American manufacturer of wood products, generating $6.9 billion in net sales in 2025.
Shares of the timber and paper products company have underperformed the broader market over the past 52 weeks. WY stock has declined 5.3% over this time frame, while the broader S&P 500 Index ($SPX) has rallied nearly 31%. Moreover, shares of the company are up 2.1% on a YTD basis, compared to SPX’s 7.3% gain.
Zooming in further, shares of the Washington, USA-based company have lagged behind the State Street Real Estate Select Sector SPDR ETF’s (XLRE) 7.6% gain over the past 52 weeks.
Despite reporting better-than-expected Q1 2026 adjusted EPS of $0.11 on Apr. 30, shares of Weyerhaeuser fell 2.2% the next day, with adjusted EBITDA dropping to $308 million. Investors were also cautious about forward guidance, as Q2 performance in key segments like Timberlands and Wood Products is expected to be largely comparable to Q1, while Strategic Land Solutions EBITDA is projected to decline by about $70 million due to the absence of a large transaction.
For the fiscal year ending in December 2026, analysts expect WY’s adjusted EPS to climb 40% year-over-year to $0.28. The company’s earnings surprise history is promising. It beat the consensus estimates in the last four quarters.
Among the 13 analysts covering the stock, the consensus rating is a “Moderate Buy.” That’s based on seven “Strong Buy” ratings, two “Moderate Buys,” and four “Holds.”
On May 5, Citi cut its price target on Weyerhaeuser to $30 while maintaining a “Buy” rating.
The mean price target of $31.18 represents a 28.4% premium to WY’s current price levels. The Street-high price target of $38 suggests a 56.5% potential upside.
On the date of publication, Sohini Mondal did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. For more information please view the Barchart Disclosure Policy here.
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