Weyerhaeuser (WY)
NYSEReal EstateReit - SpecialtySnapshot 2026-11-05
$21.63-0.55%
Close 2026-11-05 · 1-day change
NYSEReal EstateReit - SpecialtySnapshot 2026-11-05
QuarterlyIQ Insights · WY
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How this business ranks within real estate on a research-validated quality screen. As of 2026-11-05.
The screen ranks WY against its sector on four durable signals: share dilution, return on capital, free-cash-flow yield, and FCF margin. Historically the highest-quality names tended toward better typical outcomes and fewer bad years over multi-year holds (strongest at three years, modest at one), and that pattern showed up even before the price moved. It characterizes business quality, not price direction.
Each leg is a sector-relative percentile (higher is better); 2 of 4 legs were available for this name. The composite is built from these four; the raw value follows each percentile for context.
A forward quality tilt, not a price prediction, and context for your own research rather than a recommendation. Not investment advice.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 1 of the last 3 quarter-over-quarter moves. Historically, Real Estate names rated neutral grew net income 51% of the time over the next year (vs 56% for the rest of the cohort, n=3680).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Met or beat guidance 100% of the last 1 guided quarters · 10.0% avg surprise
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
“In addition, we continued to enhance the value of our timberlands portfolio and made meaningful progress advancing several strategic growth initiatives.
Stated in 2 of 4 supplied quarters. Management reported: ““Notably, we delivered on the multi-year targets we established in 2021 and launched a new, transformative companywide strategy to accelerate growth and drive significant value creation through 2030.” “Successful Delivery Of 2025 Year-End Targets 1 STRONG TRACK RECORD OF PERFORMANCE IMPROVEMENT TARGETING $1.5 BILLION OF INCREMENTAL ADJUSTED EBITDA BY 20302 Cash Return Target Remains Intact At 75-80% Of Adjusted FAD On An Annual Basis 3 8 1.”
““In addition, we continued to enhance the value of our timberlands portfolio and made meaningful progress advancing several strategic growth initiatives.”
““Notably, we delivered on the multi-year targets we established in 2021 and launched a new, transformative companywide strategy to accelerate growth and drive significant value creation through 2030.”
Consistent with the company’s long-standing approach to active portfolio management, Weyerhaeuser will continue to evaluate opportunities to optimize the return profile of its timberlands portfolio,…
Stated in 4 of 4 supplied quarters. Management reported: “Consistent with the company’s long-standing approach to active portfolio management, Weyerhaeuser will continue to evaluate opportunities to optimize the return profile of its timberlands portfolio, while also creating additional flexibility for broader capital allocation and growth priorities as market conditions and opportunities evolve.” “Additionally, in 2025 we further optimized our timberlands portfolio, expanded our Climate Solutions offerings, captured $92 million of operational excellence improvements, increased our base dividend by 5 percent, and returned a significant amount of cash back to shareholders.”
We remain intently focused on driving operational excellence, serving our customers and executing our strategy to create superior long-term value for our shareholders.”
Stated in 4 of 4 supplied quarters. Management reported: “We remain intently focused on driving operational excellence, serving our customers and executing our strategy to create superior long-term value for our shareholders.”” “Additionally, in 2025 we further optimized our timberlands portfolio, expanded our Climate Solutions offerings, captured $92 million of operational excellence improvements, increased our base dividend by 5 percent, and returned a significant amount of cash back to shareholders.”
Successful Delivery Of 2025 Year-End Targets 1 STRONG TRACK RECORD OF PERFORMANCE IMPROVEMENT TARGETING $1.5 BILLION OF INCREMENTAL ADJUSTED EBITDA BY 20302 Cash Return Target Remains Intact At 75-80…
Stated in 1 of 4 supplied quarters. Management reported: “Successful Delivery Of 2025 Year-End Targets 1 STRONG TRACK RECORD OF PERFORMANCE IMPROVEMENT TARGETING $1.5 BILLION OF INCREMENTAL ADJUSTED EBITDA BY 20302 Cash Return Target Remains Intact At 75-80% Of Adjusted FAD On An Annual Basis 3 8 1.” “Additionally, in 2025 we further optimized our timberlands portfolio, expanded our Climate Solutions offerings, captured $92 million of operational excellence improvements, increased our base dividend by 5 percent, and returned a significant amount of cash back to shareholders.”
Advance strategic growth initiatives in Wood Products, Climate Solutions, Timberlands, and other business lines.
Over the trailing year it converted 0.93x of net income into operating cash flow. Historically, Real Estate names rated fragile grew net income 31% of the time over the next year (vs 60% for the rest of the cohort, n=2193).
Most sensitive to the US dollar and long-term interest rates.
Not enough signal to read sensitivity to the broad stock market, Fed net liquidity (low R² over the window).
12 material management or governance events in the past 24 months, led by executive changes. Historically, Real Estate names rated stable grew net income 54% of the time over the next year (vs 56% for the rest of the cohort, n=2933).
Not investment advice. As of 2026-11-05.
“Consistent with the company’s long-standing approach to active portfolio management, Weyerhaeuser will continue to evaluate opportunities to optimize the return profile of its timberlands portfolio,…”
““In addition, we continued to advance our growth initiatives and further optimize our timberlands portfolio.”
“In addition, we advanced key growth initiatives in our Wood Products business and made progress on actions to optimize our portfolio.”
“Additionally, in 2025 we further optimized our timberlands portfolio, expanded our Climate Solutions offerings, captured $92 million of operational excellence improvements, increased our base dividen…”
“We remain intently focused on driving operational excellence, serving our customers and executing our strategy to create superior long-term value for our shareholders.””
“Looking ahead, we are confident in the long-term demand fundamentals that support our businesses and remain focused on driving operational excellence, serving our customers, and creating long-term va…”
“We maintain a favorable outlook for the longer-term demand fundamentals that support our businesses and remain focused on serving our customers, driving operational excellence and advancing our strat…”
“Additionally, in 2025 we further optimized our timberlands portfolio, expanded our Climate Solutions offerings, captured $92 million of operational excellence improvements, increased our base dividen…”
“Additionally, in 2025 we further optimized our timberlands portfolio, expanded our Climate Solutions offerings, captured $92 million of operational excellence improvements, increased our base dividen…”