Metis Global Partners LLC Raises Stock Position in Weyerhaeuser Company $WY

Metis Global Partners LLC lifted its position in Weyerhaeuser Company (NYSE:WY) by 22.4% in the third quarter, Holdings Channel reports. The firm owned 108,132 shares of the real estate investment trust’s stock after buying an additional 19,766 shares during the period. Metis Global Partners LLC’s holdings in Weyerhaeuser were worth $2,681,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors also recently bought and sold shares of WY. Brighton Jones LLC increased its holdings in Weyerhaeuser by 4.2% during the 2nd quarter. Brighton Jones LLC now owns 10,178 shares of the real estate investment trust’s stock worth $261,000 after purchasing an additional 409 shares during the period. Smartleaf Asset Management LLC grew its position in shares of Weyerhaeuser by 23.6% during the 3rd quarter. Smartleaf Asset Management LLC now owns 2,557 shares of the real estate investment trust’s stock worth $64,000 after buying an additional 488 shares in the last quarter. Generali Investments Towarzystwo Funduszy Inwestycyjnych increased its stake in shares of Weyerhaeuser by 11.1% during the second quarter. Generali Investments Towarzystwo Funduszy Inwestycyjnych now owns 5,000 shares of the real estate investment trust’s stock valued at $128,000 after buying an additional 500 shares during the period. Wesbanco Bank Inc. raised its holdings in shares of Weyerhaeuser by 6.4% in the third quarter. Wesbanco Bank Inc. now owns 8,327 shares of the real estate investment trust’s stock valued at $206,000 after acquiring an additional 500 shares in the last quarter. Finally, Cromwell Holdings LLC lifted its stake in Weyerhaeuser by 58.3% in the third quarter. Cromwell Holdings LLC now owns 1,361 shares of the real estate investment trust’s stock worth $34,000 after acquiring an additional 501 shares during the period. Institutional investors own 82.99% of the company’s stock.

Insider Transactions at Weyerhaeuser

In other news, CEO Devin W. Stockfish sold 90,162 shares of the business’s stock in a transaction dated Monday, December 15th. The stock was sold at an average price of $23.33, for a total transaction of $2,103,479.46. Following the sale, the chief executive officer owned 1,024,861 shares in the company, valued at approximately $23,910,007.13. The trade was a 8.09% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, Director Sara Grootwassink Lewis acquired 4,500 shares of the business’s stock in a transaction dated Wednesday, December 17th. The shares were bought at an average price of $23.61 per share, for a total transaction of $106,245.00. Following the acquisition, the director owned 25,978 shares of the company’s stock, valued at approximately $613,340.58. This represents a 20.95% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. Company insiders own 0.27% of the company’s stock.

Trending Headlines about Weyerhaeuser

Here are the key news stories impacting Weyerhaeuser this week:

• Positive Sentiment: Board declared a quarterly cash dividend of $0.21 per share (annualized yield ~3.1%) and reiterated its cash‑return framework that can add variable returns on top of the base dividend — supports income demand and caps downside for yield investors. Dividend Announcement
• Positive Sentiment: Zacks modestly raised its Q1 2026 EPS estimate to $0.00 from ($0.01), a small sign that near‑term weakness may be stabilizing in the first quarter.
• Neutral Sentiment: Zacks published longer‑range estimates (FY2028 EPS of $1.08) reflecting a multi‑year recovery scenario — positive for longer‑term thesis but distant for near‑term valuation and cash flow considerations.
• Negative Sentiment: Zacks trimmed several near‑term and medium‑term forecasts: Q3 2026 EPS to $0.07 (from $0.09), FY2026 to $0.16 (from $0.17), and FY2027 to $0.59 (from $0.60). These cuts indicate analyst skepticism about near‑term margin/revenue recovery and likely pressure the stock today.
• Negative Sentiment: A recent Seeking Alpha piece argued investors may be too optimistic about Weyerhaeuser’s recovery potential, highlighting risks to the recovery narrative and adding to downside sentiment. Seeking Alpha Article

Weyerhaeuser Trading Down 1.0%

NYSE:WY opened at $26.78 on Friday. Weyerhaeuser Company has a 52 week low of $21.16 and a 52 week high of $31.66. The firm has a 50 day moving average of $25.09 and a 200 day moving average of $24.49. The company has a quick ratio of 0.83, a current ratio of 1.29 and a debt-to-equity ratio of 0.54. The stock has a market capitalization of $19.30 billion, a price-to-earnings ratio of 60.86 and a beta of 1.03.

Weyerhaeuser (NYSE:WY) last released its quarterly earnings results on Thursday, January 29th. The real estate investment trust reported ($0.09) earnings per share (EPS) for the quarter, topping the consensus estimate of ($0.13) by $0.04. Weyerhaeuser had a net margin of 4.69% and a return on equity of 1.50%. The business had revenue of $1.54 billion for the quarter, compared to analyst estimates of $1.58 billion. During the same period in the previous year, the company earned $0.11 earnings per share. The business’s revenue for the quarter was down 9.8% on a year-over-year basis. As a group, sell-side analysts anticipate that Weyerhaeuser Company will post 0.78 earnings per share for the current fiscal year.

Weyerhaeuser Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Friday, March 20th. Investors of record on Tuesday, March 10th will be given a dividend of $0.21 per share. This represents a $0.84 annualized dividend and a yield of 3.1%. The ex-dividend date of this dividend is Tuesday, March 10th. Weyerhaeuser’s dividend payout ratio is currently 190.91%.

Analyst Ratings Changes

A number of research firms have commented on WY. Zacks Research raised shares of Weyerhaeuser from a “strong sell” rating to a “hold” rating in a research report on Wednesday, November 12th. Weiss Ratings upgraded shares of Weyerhaeuser from a “sell (d+)” rating to a “hold (c-)” rating in a research note on Tuesday. UBS Group reissued a “buy” rating on shares of Weyerhaeuser in a research note on Monday, December 15th. Citigroup upped their target price on Weyerhaeuser from $30.00 to $32.00 and gave the stock a “buy” rating in a report on Friday. Finally, Bank of America reiterated a “neutral” rating and issued a $26.00 price target (down from $29.00) on shares of Weyerhaeuser in a report on Monday, November 17th. Six equities research analysts have rated the stock with a Buy rating, four have issued a Hold rating and one has given a Sell rating to the stock. According to MarketBeat, the company presently has a consensus rating of “Hold” and a consensus target price of $28.88.

Weyerhaeuser Profile

Weyerhaeuser Company (NYSE: WY) is a leading integrated forest products company whose core businesses are timberland ownership and forest products manufacturing. The company owns and manages large tracts of timberland and harvests, processes and sells wood and wood-derived products used primarily in residential and industrial construction. Its manufacturing operations produce a range of building materials, including lumber, engineered wood products and wood panels, alongside fiber-based products that serve multiple commercial applications.

Founded in 1900 by Frederick Weyerhaeuser and headquartered in Seattle, Washington, the company has a long history in the North American forest products industry.