Weyerhaeuser

Weyerhaeuser Exceeds Earnings Target, Boosts Dividend, and Increases Liquidity Position

Weyerhaeuser Q4 2025 Earnings Call Transcript Released

Weyerhaeuser Aims to Achieve $1.5B Incremental EBITDA by 2030 through Timberlands Optimization

Weyerhaeuser to Host Q4 25 Earnings Conference Call on January 30, 2026

Weyerhaeuser's Valuation Score: Undervalued by 13.3%

Catalyst<ul> <li>Analysts rate WY with a mix of Strong Buy and Neutral ratings indicating a split but somewhat optimistic institutional outlook.</li> <li>Recent technical signals including a MACD Death Cross and a MACD Golden Cross indicate mixed momentum that could favor a rebound.</li> <li>Fund flows show positive inflows across small, medium, and extra-large buckets suggesting growing institutional interest.</li></ul>Risk<ul> <li>Fundamental analysis highlights negative factors such as a low equity ratio suggesting potential debt and leverage concerns.</li> <li>Technical indicators show conflicting signals with long and short positions relatively balanced making direction unclear.</li></ul>

Key Factors

Weyerhaeuser reported Q4 2025 GAAP earnings of $74 million, exceeding estimates by 30.77% and returning $766 million to shareholders through a 5% dividend increase and share repurchases. The company aims to generate $1.5 billion in incremental EBITDA by 2030 through timberlands optimization and strategic divestitures, including a $193 million sale of 108,000 acres in Virginia. Weyerhaeuser reported a 9.8% year-over-year revenue decline in Q4, with GAAP earnings dropping to $0.10 per share from $0.11, and full-year revenue falling to $6.9 billion.

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