Weyerhaeuser Company (WY) Releases Q4 2025 Earnings: Revenue Miss, EPS Beats Estimates, Operating Profit Up

Weyerhaeuser Company (WY) reported fourth-quarter 2025 results, led by mixed income statement trends and notable operating strength.

Revenue of $1.54 billion (down 9.8% year‑over‑year).

Gross profit of $161 million (down 47.0% year‑over‑year).

Operating profit of $251 million (up 78.0% year‑over‑year).

Net income attributable to common shareholders of $74 million (down 8.6% year‑over‑year).

Diluted earnings per share of $0.10 (down 9.1% year‑over‑year).

Results versus expectations:

Actual revenue of $1.54 billion missed the estimate of $1.61 billion.

Reported diluted EPS of $0.10 beat the estimate of -$0.13.

Cash flow and balance sheet highlights:

Cash from operating activities was -$114 million (down 152.3% year‑over‑year).

Purchases of property, plant and equipment were -$152 million (down 42.6% year‑over‑year).

Cash and cash equivalents totaled $464 million (down 32.2% year‑over‑year).

Total liabilities stood at $7.19 billion (up 5.5% year‑over‑year).

Cost of sales amounted to $1.38 billion (down 1.7% year‑over‑year).

Note: This financials data is sourced from a third-party provider and has not been independently verified by Quiver.

Weyerhaeuser Company Insider Trading Activity

Weyerhaeuser Company insiders have traded $WY stock on the open market 3 times in the past 6 months. Of those trades, 2 have been purchases and 1 have been sales.

Here’s a breakdown of recent trading of $WY stock by insiders over the last 6 months:

DEVIN W STOCKFISH (President and CEO) sold 90,162 shares for an estimated $2,103,623
SARA GROOTWASSINK LEWIS has made 2 purchases buying 8,500 shares for an estimated $207,366 and 0 sales.

To track insider transactions, check out Quiver Quantitative's insider trading dashboard.

Weyerhaeuser Company Hedge Fund Activity

We have seen 350 institutional investors add shares of Weyerhaeuser Company stock to their portfolio, and 458 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

COHEN & STEERS, INC. removed 8,803,710 shares (-20.5%) from their portfolio in Q3 2025, for an estimated $218,243,970
PRICE T ROWE ASSOCIATES INC /MD/ removed 6,254,484 shares (-20.2%) from their portfolio in Q3 2025, for an estimated $155,048,658
UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 6,044,595 shares (-99.7%) from their portfolio in Q3 2025, for an estimated $149,845,510
FREESTONE GROVE PARTNERS LP added 3,713,932 shares (+124.5%) to their portfolio in Q3 2025, for an estimated $92,068,374
GOLDMAN SACHS GROUP INC added 3,060,794 shares (+149.7%) to their portfolio in Q3 2025, for an estimated $75,877,083
WELLINGTON MANAGEMENT GROUP LLP added 2,343,724 shares (+6.3%) to their portfolio in Q3 2025, for an estimated $58,100,917
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added 1,990,806 shares (+86.2%) to their portfolio in Q3 2025, for an estimated $49,352,080

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.

Weyerhaeuser Company Congressional Stock Trading

Members of Congress have traded $WY stock 2 times in the past 6 months. Of those trades, 0 have been purchases and 2 have been sales.

Here’s a breakdown of recent trading of $WY stock by members of Congress over the last 6 months:

REPRESENTATIVE JULIE JOHNSON sold up to $15,000 on 10/22.
REPRESENTATIVE THOMAS R. SUOZZI sold up to $15,000 on 10/14.

To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.

Weyerhaeuser Company Analyst Ratings

Wall Street analysts have issued reports on $WY in the last several months. We have seen 4 firms issue buy ratings on the stock, and 0 firms issue sell ratings.

Here are some recent analyst ratings:

JP Morgan issued a "Overweight" rating on 11/14/2025
Citigroup issued a "Buy" rating on 11/12/2025
DA Davidson issued a "Buy" rating on 11/03/2025
CIBC issued a "Outperformer" rating on 09/11/2025

To track analyst ratings and price targets for Weyerhaeuser Company, check out Quiver Quantitative's $WY forecast page.

Weyerhaeuser Company Price Targets

Multiple analysts have issued price targets for $WY recently. We have seen 7 analysts offer price targets for $WY in the last 6 months, with a median target of $28.0.

Here are some recent targets:

Anthony Pettinari from Citigroup set a target price of $30.0 on 01/14/2026
Michael Roxland from Truist Securities set a target price of $28.0 on 01/06/2026
Hamir Patel from CIBC set a target price of $28.0 on 12/12/2025
George Staphos from B of A Securities set a target price of $26.0 on 11/17/2025
Hong Zhang from JP Morgan set a target price of $27.0 on 11/14/2025
Matthew McKellar from RBC Capital set a target price of $30.0 on 11/03/2025
Kurt Yinger from DA Davidson set a target price of $31.0 on 11/03/2025