Weyerhaeuser Stock Price, News & Analysis

Weyerhaeuser (NYSE: WY) outlined a portfolio-wide strategy at its Dec 11, 2025 Investor Day targeting $1.5 billion of incremental Adjusted EBITDA by 2030 versus a 2024 baseline. The plan includes $1.0 billion from identified growth initiatives and a $500 million allowance from modest product pricing improvement. Management set a Climate Solutions target of ~$250 million annual Adjusted EBITDA by 2030 and reiterated a capital-return policy to distribute 75–80% of Adjusted FAD annually via dividends, repurchases, or supplemental payouts. Presentation materials and a webcast are available on the company website.

Weyerhaeuser (NYSE: WY) and Aymium entered an MOU and formed a joint venture, TerraForge Biocarbon Solutions, to produce and sell 1.5 million tons of sustainable biocarbon annually for metals production.

Plans start with a jointly owned facility adjacent to Weyerhaeuser's McComb, Mississippi lumber mill, targeted to come online in 2027, and a platform that could convert over 7 million tons of Weyerhaeuser-provided wood fiber to deliver metallurgical-grade biocarbon as a drop-in coal replacement across iron, steel, silicon and ferro-alloys.

The MOU calls for securing long-term biocarbon sales agreements and identifying additional sites across Weyerhaeuser's footprint, leveraging Weyerhaeuser's timberlands and Aymium's proprietary, combustion-free technology.

Weyerhaeuser (NYSE: WY) announced the immediate appointment of Richard "Rick" Beckwitt to its board of directors effective November 17, 2025.

Beckwitt is a former president, chief executive officer and director of Lennar with more than 30 years of homebuilding and real estate experience; Lennar reported 2024 revenues exceeding $35 billion. He retired from Lennar in September 2023 after serving as co-CEO and co-president since 2020 and held prior leadership roles at D.R. Horton and in corporate finance and M&A at Lehman Brothers.

The company highlighted his track record in growth strategy, operational efficiency and innovation and noted his current directorships at Eagle Materials and Ferguson Enterprises.

Weyerhaeuser (NYSE: WY) declared a quarterly base cash dividend of $0.21 per share, payable in cash on December 12, 2025 to holders of record as of November 28, 2025. Under its cash return framework, the company expects to supplement the base dividend with variable cash to target a 75–80% total return of annual Adjusted Funds Available for Distribution (Adjusted FAD). The company may deliver the supplemental return via a supplemental cash dividend, opportunistic share repurchases, or a combination. Adjusted FAD is defined as net cash from operations adjusted for capital expenditures and significant non‑recurring items.

Weyerhaeuser (NYSE: WY) announced portfolio optimization actions across its timberlands on Oct 30, 2025, closing two third-quarter acquisitions totaling $459 million and advancing three divestiture packages expected to generate $410 million of cash proceeds by year-end.

Key transactions: 117,000 acres in North Carolina & Virginia for $364M; ~10,000 acres in Washington for $95M; divestitures include $190M (28,000 acres Oregon), $220M (≈86,000 acres Georgia/Alabama), and ~108,000 acres in Virginia closing in early 2026. Company cites timber-only multiples and a 10-year timber cash flow yield metric.

Weyerhaeuser (NYSE: WY) reported third quarter 2025 financial results on October 30, 2025 and made its earnings release and materials available on its Investors website and via a Form 8-K with the SEC.

The company will host a live earnings call on October 31, 2025 at 7:00 a.m. Pacific / 10:00 a.m. Eastern. Webcast and presentation access are available on the Investors section of www.weyerhaeuser.com.

• North America dial-in: 877-407-0792 (access code 13748398).
• Outside North America dial-in: 201-689-8263 (access code 13748398).
• Replay available for two weeks: North America 844-512-2921, outside North America 412-317-6671 (access code 13748398).

Weyerhaeuser (NYSE: WY) committed to invest $1 million in Buckhannon, West Virginia, through its THRIVE program on Oct. 6, 2025. The multi-year investment will be planned with local elected officials, businesses, nonprofits, employees and other partners and targets priorities such as youth education and workforce development. Buckhannon, population about 5,300, hosts an engineered wood products plant Weyerhaeuser has operated for >25 years that ranks among the company’s top-performing sites for safety and manufacturing reliability. THRIVE launched in 2023; Buckhannon is the third selected community, after Zwolle LA and Raymond WA. Two additional $1 million community investments will be announced beginning in 2026.

Weyerhaeuser (NYSE: WY) has scheduled its third quarter 2025 earnings release for Thursday, October 30, after market close. The company will host a live webcast and conference call on Friday, October 31, at 7 a.m. PT (10 a.m. ET) to discuss the results.

Investors can access the earnings release, webcast, and presentation materials through the Investors section of Weyerhaeuser's website. For the conference call, North American participants can dial 877-407-0792, while international callers should use 201-689-8263 (access code: 13748398). Replays will be available for two weeks following the call.

Weyerhaeuser (NYSE: WY), a leader in sustainable forestry and wood products, will host an Investor Day on December 11, 2025 in New York City. The event will begin at 9 a.m. Eastern and feature presentations from CEO Devin W. Stockfish, CFO David M. Wold, and other senior management team members.

The presentation will outline the company's strategic growth plan, enterprise capabilities, and financial targets through 2030. While in-person attendance requires registration and is limited due to capacity constraints, a live webcast will be available on Weyerhaeuser's website, with presentation materials and replay accessible after the event.