Zacks Research Predicts Increased Earnings for Weyerhaeuser

Weyerhaeuser Company (NYSE:WY - Free Report) recently saw an upgrade in earnings estimates for the third quarter of 2025. Investment analysts at Zacks Research published a note on February 13, pointing out that the anticipated earnings per share (EPS) of the real estate investment trust is now estimated at $0.22, up from a previous projection of $0.19. For the current full year, the consensus earnings estimate for Weyerhaeuser stands at $0.80 per share.

On January 30, Weyerhaeuser reported its earnings results for the last quarter, showcasing an EPS of $0.11, which exceeded analysts' expectations of $0.07 by $0.04. The company maintains a return on equity of 3.86% and a net margin of 5.56%. This performance has garnered interest from various analysts, leading to multiple rating upgrades and target price adjustments for the stock.

Analyst Ratings and Target Prices

Several other firms have also revised their ratings and price targets for Weyerhaeuser in light of these developments. BMO Capital Markets upgraded the shares from a "market perform" rating to an "outperform" rating with a target price of $38.00 in a report dated December 6. Furthermore, CIBC increased their rating from "neutral" to "outperform" and set a target price of $35.00 in a note released on January 15. Another firm, Royal Bank of Canada, reiterated an "outperform" rating and issued a price objective of $36.00 during their analysis at the beginning of February. In total, three analysts have given the stock a hold rating, while five have provided a buy rating, and one analyst has assigned a strong buy rating, leading to an overall consensus rating of "Moderate Buy" with a target price averaging $35.00.

Current Stock Performance

As of the latest trading session on Monday, Weyerhaeuser's shares opened at $29.60. The stock has experienced a 52-week low of $26.73 and a high of $36.27. It possesses a market capitalization of approximately $21.51 billion, a price-to-earnings ratio of 53.82, and a PEG ratio of 4.69. The firm's current ratios stand at a quick ratio of 1.17 and a current ratio of 1.79, indicating a stable financial position.

Dividend Announcements

In a noteworthy update, Weyerhaeuser announced an increase in its quarterly dividend, which is scheduled to be paid on March 21. Shareholders recorded by March 7 will receive a dividend of $0.21 per share, up from the previous dividend amount of $0.20. This change indicates an annualized dividend of $0.84, translating to a yield of 2.84%. However, the dividend payout ratio is currently high at 152.73%, which is something for investors to monitor.

Institutional Investment Trends

In addition to analyst upgrades, there have been recent shifts among institutional investors regarding their holdings in Weyerhaeuser. Notably, several hedge funds have made moves to increase their stakes. For example, Oakworth Capital Inc. and South Plains Financial Inc. both acquired new positions valued at approximately $25,000 in the third and fourth quarters, respectively. Assetmark Inc. raised its stake significantly by 290.9% during the fourth quarter, now owning 1,239 shares worth about $35,000. Overall, institutional ownership of Weyerhaeuser's stock stands at an impressive 82.99%.

Company Overview

Weyerhaeuser Company has a rich history, beginning operations in 1900, and is known as one of the largest private owners of timberlands globally. The company controls or owns about 11 million acres of timberlands in the U.S. and also manages additional lands through long-term licenses in Canada. Sustainability is a core value for Weyerhaeuser, as they adhere to internationally recognized forestry standards in managing their resources.

Weyerhaeuser, Earnings, Analysts