Oppenheimer & Co. Inc. Has $5.33 Million Holdings in Weyerhaeuser Company $WY

Oppenheimer & Co. Inc. lowered its position in shares of Weyerhaeuser Company (NYSE:WY) by 13.4% during the fourth quarter, Holdings Channel reports. The fund owned 224,867 shares of the real estate investment trust’s stock after selling 34,940 shares during the quarter. Oppenheimer & Co. Inc.’s holdings in Weyerhaeuser were worth $5,327,000 at the end of the most recent quarter.

Several other large investors have also recently added to or reduced their stakes in the stock. Wellington Management Group LLP increased its stake in Weyerhaeuser by 6.3% in the 3rd quarter. Wellington Management Group LLP now owns 39,646,897 shares of the real estate investment trust’s stock valued at $982,847,000 after buying an additional 2,343,724 shares during the period. State Street Corp increased its stake in Weyerhaeuser by 1.9% in the 3rd quarter. State Street Corp now owns 32,468,597 shares of the real estate investment trust’s stock valued at $804,897,000 after buying an additional 602,901 shares during the period. Bank of New York Mellon Corp increased its stake in Weyerhaeuser by 10.3% in the 3rd quarter. Bank of New York Mellon Corp now owns 14,950,516 shares of the real estate investment trust’s stock valued at $370,623,000 after buying an additional 1,400,050 shares during the period. Allspring Global Investments Holdings LLC increased its stake in Weyerhaeuser by 12.0% in the 4th quarter. Allspring Global Investments Holdings LLC now owns 11,717,085 shares of the real estate investment trust’s stock valued at $278,867,000 after buying an additional 1,254,057 shares during the period. Finally, Legal & General Group Plc increased its stake in Weyerhaeuser by 4.7% in the 3rd quarter. Legal & General Group Plc now owns 11,382,659 shares of the real estate investment trust’s stock valued at $282,176,000 after buying an additional 511,657 shares during the period. Institutional investors and hedge funds own 82.99% of the company’s stock.

Weyerhaeuser Stock Performance

WY stock opened at $24.06 on Friday. 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 company has a market capitalization of $17.34 billion, a price-to-earnings ratio of 44.55, a P/E/G ratio of 2.63 and a beta of 0.90. Weyerhaeuser Company has a 12 month low of $21.16 and a 12 month high of $27.86. The firm has a 50 day moving average of $24.33 and a two-hundred day moving average of $24.19.

Weyerhaeuser (NYSE:WY) last posted its earnings results on Thursday, April 30th. The real estate investment trust reported $0.11 EPS for the quarter, topping the consensus estimate of $0.04 by $0.07. The company had revenue of $1.73 billion during the quarter, compared to the consensus estimate of $1.72 billion. Weyerhaeuser had a net margin of 5.78% and a return on equity of 1.45%. The company’s revenue for the quarter was down 2.0% compared to the same quarter last year. During the same period in the previous year, the firm posted $0.11 earnings per share. As a group, equities analysts anticipate that Weyerhaeuser Company will post 0.26 EPS for the current fiscal year.

Weyerhaeuser Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Friday, March 20th. Investors of record on Tuesday, March 10th were issued a dividend of $0.21 per share. This represents a $0.84 annualized dividend and a dividend yield of 3.5%. The ex-dividend date of this dividend was Tuesday, March 10th. Weyerhaeuser’s dividend payout ratio is currently 155.56%.

Key Headlines Impacting Weyerhaeuser

Here are the key news stories impacting Weyerhaeuser this week:

• Positive Sentiment: Q1 adjusted EPS of $0.11 beat consensus (~$0.04), showing underlying earnings resilience. Weyerhaeuser (WY) Q1 Earnings Top Estimates
• Positive Sentiment: Land Solutions was a bright spot cited by management and analysts, supporting the EPS beat and partially offsetting softer lumber-related revenue. Weyerhaeuser Q1 Earnings Beat Estimates on Land Solutions Strength
• Neutral Sentiment: Revenue was $1.73B versus ~$1.72B estimated — effectively in line but down ~2% year-over-year, so top-line growth is weak/stable rather than accelerating. Weyerhaeuser Q1 2026 Press Release / Slide Deck
• Neutral Sentiment: The company posted its earnings presentation and call transcript, which provide additional color on segment performance and near-term outlook for timber, lumber exposure and land sales. Weyerhaeuser 2026 Q1 – Results – Earnings Call Presentation
• Negative Sentiment: Management noted Q1 profitability fell year-over-year (net margin ~4.7%, ROE ~1.5%), and commentary suggested Q2 results could be largely comparable — signaling limited near-term upside. Weyerhaeuser stock down as Q1 profitability falls Y/Y, Q2 likely to be largely comparable
• Negative Sentiment: Analysts and commentators flagged valuation risk: WY’s earnings are highly sensitive to lumber pricing (meaning swings in lumber can move EPS materially), leading some to call it a potential “value trap.” Weyerhaeuser: Why the Timber Giant’s $50M-per-$10 Lumber Sensitivity Makes It a Value Trap
• Negative Sentiment: Relative metrics (high P/E and modest ROE) amplify investor concern that upside depends on a sustained recovery in lumber/pricing or better margin leverage. Market data and valuation snapshot for WY

Wall Street Analysts Forecast Growth

Several research firms have weighed in on WY. Weiss Ratings upgraded shares of Weyerhaeuser from a “sell (d+)” rating to a “hold (c-)” rating in a research note on Tuesday, February 10th. Truist Financial decreased their target price on shares of Weyerhaeuser from $29.00 to $28.00 and set a “hold” rating for the company in a research report on Wednesday, April 15th. Wall Street Zen downgraded shares of Weyerhaeuser from a “hold” rating to a “sell” rating in a research report on Saturday, February 21st. Citigroup reissued an “outperform” rating on shares of Weyerhaeuser in a research report on Thursday, April 23rd. Finally, DA Davidson reissued a “buy” rating and issued a $31.00 target price on shares of Weyerhaeuser in a research report on Tuesday, March 31st. Six analysts have rated the stock with a Buy rating, four have given a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat.com, Weyerhaeuser presently has an average rating of “Hold” and an average target price of $28.75.

Insider Buying and Selling at Weyerhaeuser

In other news, Director Richard Beckwitt acquired 20,000 shares of the firm’s stock in a transaction that occurred on Thursday, February 19th. The stock was acquired at an average cost of $25.70 per share, with a total value of $514,000.00. Following the acquisition, the director owned 24,066 shares in the company, valued at approximately $618,496.20. This represents a 491.88% increase in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Also, Director James Calvin O’rourke acquired 4,000 shares of the firm’s stock in a transaction that occurred on Friday, February 20th. The shares were purchased at an average cost of $25.35 per share, with a total value of $101,400.00. Following the completion of the acquisition, the director owned 28,661 shares in the company, valued at $726,556.35. This trade represents a 16.22% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. 0.31% of the stock is currently owned by corporate insiders.

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.