Sohini Mondal
2 min read
In This Article:
With a market cap of $18.8 billion, Weyerhaeuser Company (WY) is one of the world’s largest private owners of timberlands, managing approximately 10.4 million acres in the U.S. and additional licensed lands in Canada. It serves global markets with a diverse portfolio that includes lumber, plywood, timber, and climate solutions, all sustainably managed under internationally recognized forestry standards.
Companies valued at more than $10 billion are generally considered “large-cap” stocks, and Weyerhaeuser fits this criterion perfectly. It operates as a real estate investment trust (REIT) and is a leading manufacturer of wood products, generating $7.1 billion in net sales in 2024 with about 9,400 employees.
-
Trump Is Giving Tesla’s Robotaxis a Leg Up Ahead of June 22. Should You Buy TSLA Stock Now?
-
The Trump Family Is Betting Big on Mobile Phones. Should Apple Stock Investors Be Worried?
Shares of the Seattle, Washington-based company pulled back nearly 24% from its 52-week high of $34.03. Weyerhaeuser’s shares have declined 13.7% over the past three months, underperforming the broader S&P 500 Index’s ($SPX) 5.4% gain over the same time frame.
In the longer term, WY stock is down 8.1% on a YTD basis, lagging behind SPX’s 1.7% rise. Moreover, shares of the timber and paper products company have fallen 11.3% over the past 52 weeks, compared to the 9.3% return of the SPX over the same time frame.
Despite a few fluctuations, the stock has been trading below its 200-day moving averages since late October last year.
Despite Weyerhaeuser reporting better-than-expected Q1 2025 revenue of $1.8 billion on Apr. 24, shares fell 2.7% the next day as executives warned of a "softer-than-expected" start to the spring building season and ongoing tariff-related uncertainty. Additionally, while Timberland's core profit rose 16% to $167 million, cautious homebuyer sentiment and rising import costs dampened investor optimism.
In addition, WY stock has lagged behind its rival, American Tower Corporation (AMT). AMT stock has soared 11.9% over the past 52 weeks and 17.3% on a YTD basis.
Despite the stock’s weak performance, analysts remain moderately optimistic on WY. The stock has a consensus rating of “Moderate Buy” from the 12 analysts covering the stock, and as of writing, it is trading below the mean price target of $33.82.
On the date of publication, Sohini Mondal did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. This article was originally published on Barchart.com