JPMorgan Adjusts Weyerhaeuser Price Target to $24 From $28

Weyerhaeuser (WY) reaffirmed its target to grow Adjusted EBITDA by $1.5 billion by 2030, with $1 billion from ongoing initiatives. Key growth areas include Wood Products, Strategic Land Solutions, and Timberlands. The company is investing $500 million in a new facility in Monticello, Arkansas, expected to generate $100+ million in annual EBITDA. Weyerhaeuser also announced a $1 billion share repurchase authorization and maintains a strong financial position with $5.3 billion in long-term debt an

Weyerhaeuser (WY) announced a $1.5B adjusted EBITDA growth target by 2030, including a $500M investment in a Monticello TimberStrand facility and expanded Climate Solutions initiatives. The company also plans to rename its Real Estate, Energy & Natural Resources segment to Strategic Land Solutions and expects $230M upside from Timberlands by 2030. Capital allocation will focus on dividends, repurchases, and CapEx.

Weyerhaeuser (WY) reported Q2 adjusted earnings of 13 cents per share, above the Zacks estimate of 6 cents. Net sales were $1.87 billion. Wood Products adjusted EBITDA rose to $129 million from $71 million sequentially. The company raised 2026 Strategic Land Solutions adjusted EBITDA guidance by $25 million to about $450 million. Shares trade at a forward P/E of 49.94 versus 27.18 for its sub-industry.

Weyerhaeuser reported Q2 2026 net sales of $1.867 billion and net earnings of $162 million, or $0.23 per diluted share, including a $71 million gain from timberland divestitures. Adjusted EBITDA was $310 million. Net cash from operations was $399 million. Management cited higher lumber realizations, OSB margin pressure from resin and maintenance costs, and raised 2026 SLS adjusted EBITDA guidance to $450 million.

Weyerhaeuser (NYSE:WY) reported Q2 updates on lumber, OSB, engineered wood products, and land segments. CFO Davie Wold said U.S. South trucking shortages drove about half of a prior $20 million lumber guidance reduction. OSB adjusted EBITDA fell to a $6 million loss. Engineered wood products adjusted EBITDA rose $15 million to $54 million. The company raised 2026 Strategic Land Solutions guidance by $25 million to about $450 million and expects Q3 segment EBITDA mixed.

According to Weyerhaeuser (WY), Q2 2026 GAAP earnings were $162M and adjusted EBITDA was $310M. The company reported sequential improvement in Timberlands and Wood Products despite market headwinds, and it raised SLS guidance. It also said growth initiatives in solar, biocarbon, and mass timber progressed.