$WY

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) declared a quarterly dividend of $0.21 per share, payable September 18, 2026. Its share price is $24.43, up 3.47% in 7 days but down 3.35% over 1 year. Analysts' consensus price target is $31.18, with estimates ranging from $27.0 to $38.0. The company's valuation is tied to growth and margin expectations, but risks include weaker lumber demand and trade restrictions.

Weyerhaeuser Co (WY) shares fell 1.95% to $23.61 after analysts raised oversupply concerns due to a federal plan affecting 44.7 million acres of timberland, which is over four times Weyerhaeuser's U.S. timber base. The policy may increase regional log supply, potentially impacting private owners' returns and mill fiber costs. Weyerhaeuser's Q2 results showed a 15% rise in lumber realizations, with a consensus price target of $29, up 22.8% from Tuesday's close.

Weyerhaeuser Company (NYSE: WY) said its board declared a quarterly base cash dividend of $0.21 per common share, payable Sept. 18, 2026 to shareholders of record as of Sept. 4, 2026. The company also expects supplemental variable cash to target total annual return of 75% to 80% of Adjusted FAD, with returns via supplemental dividends and/or share repurchases.

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.

Simply Wall St reports Weyerhaeuser (WY) posted Q2 2026 net income of $162 million and EPS of $0.23 from continuing operations, both above a year earlier. Shares fell 1.5% to $25.45 in one day but rose 8.3% weekly and 9.3% monthly. A valuation narrative cites fair value of $31.18 per share, citing Occidental’s CCS deal and capacity projects, with risks from lumber demand and tariffs.

Simply Wall St reports Weyerhaeuser’s Q2 2026 net income rose to $162 million from $87 million a year earlier, with EPS from continuing operations increasing to $0.23 from $0.12. First-half 2026 net income nearly doubled to $318 million and EPS rose to $0.44. The piece links results to the $0.21 quarterly dividend and discusses risks from lumber prices and housing demand, citing 2029 forecasts of $8.2B revenue and $722.2M earnings.

Weyerhaeuser is exploring an expansion at McMinnville Municipal Airport after its February purchase of a hangar, according to airport manager John Paskell. The proposal would amend a lease to add about 22,000 sq ft plus 1.35 acres and grant right of first refusal on 4.5 acres. Demolition of a former Comcast building would be city-funded; Weyerhaeuser would build new space. Estimated added airport revenue is about $160,000 annually.