Every 8-K that Weyerhaeuser (WY) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow WY and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full WY filings page.
WEYERHAEUSER CO (WY) furnished an investor presentation outlining a long-term strategic plan centered on its integrated timberlands, Strategic Land Solutions and Wood Products businesses. The company targets $1.5 billion of incremental Adjusted EBITDA by 2030 measured against a 2024 baseline, driven by timberland growth initiatives, climate solutions, wood products expansion and enterprise-wide operational excellence.
Weyerhaeuser highlights portfolio recycling and growth, including divesting roughly $850 million of non-core timberlands and completing more than $1.2 billion of strategic acquisitions from 2022–2025, as well as climate solutions Adjusted EBITDA rising to $119 million in 2025 within Strategic Land Solutions. The wood products strategy includes a ~$500 million investment in a new TimberStrand facility in Monticello, Arkansas, expected to add over $100 million of annual Adjusted EBITDA at full capacity and increase engineered wood capacity by about 24%.
The company also emphasizes disciplined capital allocation, having returned more than $6 billion of cash to shareholders from 2021–2025 through dividends and buybacks, with a framework to return 75–80% of annual Adjusted Funds Available for Distribution via base and supplemental dividends and/or share repurchases. Weyerhaeuser reports 2025 Adjusted EBITDA of $1.021 billion and net earnings of $324 million, maintains an investment-grade balance sheet with $5.3 billion of long-term debt, and underscores its ESG positioning, including planting over 100 million trees annually and a net-zero emissions commitment by 2040.
Weyerhaeuser Company reported second quarter 2026 net earnings of $162 million, or $0.23 per diluted share, on net sales of $1.9 billion, compared with net earnings of $87 million, or $0.12 per diluted share, on net sales of $1.9 billion a year earlier. Net earnings before special items were $91 million, or $0.13 per diluted share, versus $87 million in second quarter 2025 and $77 million in first quarter 2026. Adjusted EBITDA was $310 million, down from $336 million a year ago and slightly above $308 million in first quarter 2026.
Timberlands benefited from a $71 million gain on the sale of 29,000 acres of non-core Oregon timberlands for $114 million$129 million, lower than first quarter due to the absence of a $94 million conservation easement transaction, while Wood Products Adjusted EBITDA rose to $129 million on higher lumber and oriented strand board realizations. Net cash from operations reached $399 million, with Adjusted Funds Available for Distribution of $323 million. The company commenced operations at a second solar site and now expects full year 2026 Adjusted EBITDA for Strategic Land Solutions of approximately $450 million, a $25 million increase from its prior outlook.
Weyerhaeuser Company furnishes an investor presentation that updates its second-quarter 2026 outlook and details a long-term growth strategy to 2030. For 2026 Q2, Timberlands and Strategic Land Solutions expectations are unchanged versus Q1, while Wood Products earnings and Adjusted EBITDA are now projected to be approximately $20 million lower than Q1, excluding pricing impacts.
The company highlights strong leverage to lumber and oriented strand board pricing; higher Q2 lumber realizations are estimated to add about $70 million of Adjusted EBITDA over Q1 from price changes alone. Strategically, Weyerhaeuser targets $1.5 billion of incremental Adjusted EBITDA by 2030 against a 2024 baseline, driven by Timberlands, its renamed Strategic Land Solutions segment, Wood Products initiatives and enterprise-wide efficiency and innovation programs.
The presentation emphasizes climate-related businesses, including forest carbon, renewable energy, carbon capture and an emerging metallurgical biocarbon venture, alongside a capital allocation framework aiming to return 75–80% of Adjusted Funds Available for Distribution to shareholders annually through base dividends, supplemental dividends and share repurchases, supported by ongoing disciplined capital expenditure and an investment-grade balance sheet.
Weyerhaeuser Company furnished an investor presentation outlining its long-term growth and capital allocation strategy. The company targets $1.5 billion of incremental Adjusted EBITDA by 2030, measured against a 2024 baseline, driven by Timberlands, the newly named Strategic Land Solutions segment, Wood Products and enterprise initiatives.
The presentation highlights an unmatched North American timberland portfolio of more than 10 million owned acres in the U.S. and 13 million acres under long-term licenses in Canada, along with 33 manufacturing facilities and 22 distribution centers. From 2021 to 2025, Weyerhaeuser captured about $210 million in Operational Excellence improvements, returned more than $6 billion of cash to shareholders and increased its sustainable base dividend by over 5% annually.
The company plans to return 75–80% of Adjusted Funds Available for Distribution to shareholders each year through base dividends, supplemental dividends and share repurchases, while targeting average annual capital expenditures of $400–$450 million from 2026 through 2030. It also aims for about $250 million of annual Adjusted EBITDA from Climate Solutions by 2030 and reaffirms its 2040 net‑zero emissions goal.
Weyerhaeuser Company amended and restated its 2023 Deferred Compensation Plan, allowing designated employees, including executive officers, to defer between 10–50% of base salary and 10–100% of cash incentive awards into interest-bearing cash accounts or stock-equivalent accounts. The primary change removes the annual Compensation Committee premium previously credited on stock-equivalent deferrals. The revised plan will govern deferrals and distributions on amounts earned in 2027 and later years.
The company also reported results from its May 15, 2026 annual meeting, where shareholders elected 11 directors, approved on an advisory basis the 2026 executive compensation, and ratified KPMG LLP as independent auditors. The next annual meeting is scheduled for May 14, 2027.
Weyerhaeuser Company reported stronger first quarter 2026 results, with net earnings of $156 million, or $0.22 per diluted share, on net sales of $1.7 billion. This compares with net earnings of $83 million, or $0.11 per diluted share, on $1.8 billion of net sales in the same quarter last year.
Excluding a $79 million after-tax benefit from special items, net earnings were $77 million, or $0.11 per diluted share. Adjusted EBITDA was $308 million, up from $140 million in fourth quarter 2025 and slightly below $328 million a year earlier.
Results were helped by a $192 million divestiture of 108,000 acres of non-core Virginia timberlands, a $94 million conservation easement transaction and a $21 million product remediation insurance recovery. Timberlands and Wood Products each saw higher Adjusted EBITDA versus the prior quarter, and the renamed Strategic Land Solutions segment delivered particularly strong contributions. Management highlighted ongoing portfolio optimization, growth initiatives in engineered wood products and a favorable long-term demand outlook, while acknowledging macroeconomic uncertainty.
Weyerhaeuser Company furnished an investor presentation outlining its long-term strategy and financial framework. The company targets adding $1.5 billion of incremental Adjusted EBITDA by 2030, measured against a 2024 baseline, driven by Timberlands, Strategic Land Solutions and Wood Products growth initiatives plus enterprise efficiency.
Management highlights a capital allocation framework aiming to return 75–80% of Adjusted Funds Available for Distribution annually through a sustainable base dividend, supplemental dividends and/or share repurchases, while maintaining an investment-grade balance sheet. The presentation also emphasizes climate solutions, a 2040 net‑zero goal, and continued portfolio optimization through timberland acquisitions and divestitures.
Weyerhaeuser Company filed an 8-K to furnish an updated investor presentation outlining its long-term strategy and capital allocation plans. The presentation highlights an integrated portfolio of Timberlands, Wood Products and a newly named Strategic Land Solutions segment, with 10+ million acres in the U.S. and 13 million acres under licenses in Canada.
The company reports divesting about $850 million of non-core timberlands and completing more than $1.2 billion of acquisitions from 2022–2025, while increasing Climate Solutions Adjusted EBITDA to $119 million in 2025. It targets $1.5 billion of incremental Adjusted EBITDA by 2030 versus a 2024 baseline.
Weyerhaeuser emphasizes disciplined capital allocation, with a goal to return 75–80% of Adjusted Funds Available for Distribution annually through dividends and buybacks. From 2021–2025 it returned over $6 billion to shareholders, including $5.0 billion of dividends and $1.1 billion of share repurchases, while investing about $2.3 billion in capital expenditures.
Weyerhaeuser Company filed an amended report to update a prior disclosure about its board of directors. The earlier report stated that Rick Beckwitt joined the board effective November 14, 2025, but did not assign him to any committee. The amendment notes that on February 13, 2026, the board appointed Mr. Beckwitt to its compensation committee. No other part of the earlier report is being changed.
Weyerhaeuser Company has furnished an 8-K indicating it will post its financial results for the quarter and year ended December 31, 2025 on its website on January 29, 2026. The associated earnings release and a related exhibit are provided as Exhibits 99.1 and 99.2.
The company clarifies that these materials are being furnished, not filed, under securities laws, which affects how they are treated for liability and incorporation into other SEC documents.
Weyerhaeuser Company filed a current report describing an update to its long-term executive compensation documents. On January 21, 2026, the Board’s Compensation Committee approved new forms of terms and conditions for future performance share unit awards and restricted stock unit awards for executive officers under the Weyerhaeuser Company 2022 Long-Term Incentive Plan.
The filing does not detail specific award amounts, but it formally records that any future grants of these equity incentives to executives will use the updated performance share unit and restricted stock unit terms, which are included as exhibits to the report.
Weyerhaeuser Company reported that it has posted updated investor presentation materials to the Investors section of its website for use in discussions with the investment community. These materials are also being furnished as Exhibit 99.1 to this current report under Regulation FD, which aims to ensure fair disclosure of information to all investors. The company notes that this information, including Exhibit 99.1, is being furnished rather than filed, meaning it is not subject to certain liability provisions of the Securities Exchange Act and will only be incorporated into other securities filings if specifically referenced.
Weyerhaeuser Company filed a current report announcing its 2025 Investor Day, held on December 11, 2025, beginning at 9:00 a.m. Eastern. The company is making its Investor Day presentation slides available as Exhibit 99.1 and providing a live webcast through the Investors section of its website, with a replay available shortly after the event.
The company states that the information in this report, including Exhibit 99.1, is being furnished under Regulation FD and, in line with applicable instructions, is not deemed "filed" for purposes of the Securities Exchange Act of 1934 and is not automatically incorporated by reference into other securities filings.
Weyerhaeuser Company reported governance changes, including appointing Richard Beckwitt as a new director effective November 14, 2025, increasing the board size from ten to eleven members. Beckwitt brings extensive homebuilding and real estate experience from prior senior roles at Lennar, D.R. Horton and EVP Capital LP. He will receive a pro-rated non-employee director retainer of approximately $147,170 through the 2026 annual meeting, paid about $58,868 in cash and $88,302 in restricted stock units that vest in May 2026 or just before the 2026 meeting.
The company also entered into updated executive severance and change of control agreements with its executive officers on November 13, 2025. These agreements generally preserve prior benefit levels, with severance outside a change of control based on 1.5 times salary and target bonus for executives and 2.0 times for the CEO, and higher multiples plus additional retirement credit and equity treatment if termination follows a change of control. The new agreements run through December 31, 2028 and use a “best net” approach under Section 280G without excise tax gross-ups.
Weyerhaeuser Company established a commercial paper program permitting the issuance of short‑term, unsecured notes in an aggregate amount not to exceed $1,750,000,000 outstanding at any time. The notes may be issued from time to time and will have maturities of up to 397 days.
The notes rank equally with the company’s other unsecured and unsubordinated debt and are offered under the Section 4(a)(2) exemption. Weyerhaeuser intends to use any net proceeds for general corporate purposes. A national bank will serve as issuing and paying agent, and one or more dealers will participate under customary dealer agreements. No notes are currently outstanding under the program.
Weyerhaeuser Company (WY) furnished its quarterly earnings materials for the period ended September 30, 2025. On October 30, 2025, the company made its financial results available on its website and supplied an earnings release and related exhibit as Exhibit 99.1 and Exhibit 99.2 to an 8-K. The company states this information is furnished under Item 2.02 and, pursuant to General Instruction B.2, is not deemed “filed” for purposes of Section 18 of the Exchange Act or incorporated by reference except as specifically referenced.
Weyerhaeuser Company furnished an update for investors by posting new presentation materials to the Investors section of its website. The deck is intended for use in discussions with the investment community and includes adjustments and commentary related to the company’s previously disclosed third-quarter 2025 outlook for certain business segments. The materials are included as Exhibit 99.1 and are designated as “furnished,” not “filed,” under the Securities Exchange Act, which limits their use for certain legal liability and incorporation-by-reference purposes.
Weyerhaeuser Company furnished an investor presentation that it expects to use in discussions with the investment community. The presentation materials were posted on September 4, 2025 to the Investors section of the company’s website and are included as Exhibit 99.1 to this report.
The company states that this information, including Exhibit 99.1, is provided under Regulation FD and, in line with applicable instructions, is not deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934 or automatically incorporated into Securities Act or Exchange Act filings unless specifically referenced.
Weyerhaeuser Company entered into a new senior unsecured Term Loan Agreement under which subsidiary Weyerhaeuser NR Company borrowed $800 million. Loans under the agreement mature on the third anniversary of funding and bear floating interest tied to Term SOFR or a base rate, with a spread that depends on Weyerhaeuser’s senior unsecured credit rating. Through floating-to-fixed interest rate swaps, the effective rate on the term loans, including the current spread, is 4.31%.
About $500 million of the loan proceeds were used to partially redeem Weyerhaeuser’s 4.75% senior unsecured notes due 2026, leaving $250 million principal amount of those notes outstanding. The facility includes investment grade-style covenants, such as a minimum total adjusted shareholders’ equity of $3.0 billion and a maximum funded debt ratio of 65%, and limits on secured debt, certain sale-leasebacks, mergers, and major asset sales. Weyerhaeuser also entered into a Guarantee Agreement, unconditionally guaranteeing WNR’s obligations under the term loan.
Weyerhaeuser (NYSE:WY) furnished a Form 8-K under Item 7.01 (Regulation FD) on June 26 2025 to make available an updated investor presentation (Exhibit 99.1). The deck contains adjustments to the company’s previously issued Q2-2025 segment outlook and will be used in meetings with the investment community. Consistent with Form 8-K General Instruction B.2, the materials are treated as “furnished,” not “filed,” limiting Exchange Act Section 18 liability and excluding them from automatic incorporation into other SEC filings.
No new GAAP financial results, strategic transactions, management changes, or debt disclosures are included. Other than Exhibit 104 (cover-page Inline XBRL), no additional exhibits accompany the report.