Weyerhaeuser

WY · NYSE

$19.34+$0.14 (+0.73%)TodayMarket closed · Oct 20, 7:30 PM ET

Prev close $19.20

WY analyst rating

BuyConsensus of 8 analysts over the last 12 months. 88% rate it a buy.

Strong buy1
Buy6
Hold1
Underperform0
Sell0

12-month price target · 16 analysts

Average $31.43 (+62.5% upside)

Low: $26.26
Now: $19.34
High: $39.90

Upgrades and downgrades

The latest rating actions, newest first

WY analyst upgrades, downgrades and rating actions
Firm	Date	Action	Rating	Price target	Hit rate
RBC Capital	Oct 16, 2026	Maintains	Outperform	$30.00 → $25.00	28%
B of A Securities	Oct 14, 2026	Upgrade	Neutral → Buy	$28.00 → $25.00	52%
Truist Securities	Oct 12, 2026	Maintains	Hold	$28.00 → $24.00	46%
Citigroup	Oct 5, 2026	Maintains	Buy	$29.00 → $21.00	56%
JP Morgan	Sep 3, 2026	Maintains	Overweight	$31.00 → $28.00	0%
Citigroup	Aug 4, 2026	Maintains	Buy	$30.00 → $29.00	56%
Truist Securities	Aug 3, 2026	Maintains	Hold	$27.00 → $28.00	46%
RBC Capital	Jul 17, 2026	Maintains	Outperform	$30.00	28%
Truist Securities	Jul 15, 2026	Maintains	Hold	$28.00 → $27.00	46%
Raymond James	Jul 10, 2026	Upgrade	Outperform → Strong Buy	$30.00	56%

The case for and against

Updated Oct 21, 2026

Bull case

Weyerhaeuser is supported by improving lumber realizations, with QTD prices up $65/mbf through mid-June and composite pricing still gaining, which should lift Wood Products margins despite ~$20M of unfavorable variance from lower volumes and higher transportation costs. Its Timberlands and Real Estate assets add balance, as higher Western log prices and stronger Strategic Land Solutions contributions can offset cyclicality and create upside to segment EBITDA, including a full-year estimate of $1.16B versus $1.14B consensus. The company’s REIT structure also preserves tax advantages on timber harvest earnings, while its attractive discount to NAV and ability to reduce leverage as profitability improves strengthen the fundamental case.

Bear case

Weyerhaeuser is facing a deteriorating fundamental setup as its Wood Products outlook was cut by about $20M, driven by transportation constraints that reduced sales and production volumes while lifting per-unit costs. Management’s more cautious stance on lumber and OSB realizations, combined with lower Timberlands profitability and higher unallocated expense, led to a 5% reduction in EPS to $0.37 and a 2% cut in EBITDA to $1.21B. The company remains exposed to cyclical end-market demand, commodity price volatility, timber supply swings, and REIT compliance risk, all of which can pressure earnings and cash flow.

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