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Weyerhaeuser

WY on NYSE. Real estate investment trusts. Market value $13.3bn.

Watch this stockFree. We tell you when something changes.

Price checks use the past 12 months to June 2026. Some use the latest annual report instead, as marked. Quality checks use five annual reports, the latest for the year to December 2025.

Capital spending looks too small to be complete, so we leave free cash flow out.

Should I look at this?

Not a fit for our list right now

Why it could be worth it

What to watch out for

See Real estate stocks that passed both tests

This is not advice. Check the numbers below.

Compare with another stock

Cash yield
annual report to December 2025
n/a

We could not compute this from the filings.

Price to profit
past 12 months to June 2026
21.5×full

You pay 21.5 years of operating profit for the business. The average large US company costs around 18.

Return on capital
five annual reports to December 2025
6.6%five-year median

Each dollar kept in the business earns 7 cents a year. Above 10 is good.

Quality score: 58 of 100. Price score: 51 of 100. Our list needs 70 on quality and 60 on price.

$18.60 a share, at its 1-year low

Over the past year the price has ranged from $18.26 to $27.75.

Dividend: 4.5% a year

Paid every year for at least 5 years

Prices from Tuesday’s close (6 October).

Five years of cash, in billions

n/a
n/a
n/a
n/a
n/a
20212022202320242025
Revenue
$10.2bn$10.2bn$7.7bn$7.1bn$6.9bn
Operating margin
35.7%30.2%15.5%9.6%10.6%
Debt to equity
0.470.470.500.520.59
Shares outstanding
0.74bn0.73bn0.73bn0.72bn0.72bn

Health checks

  • Free cash flow positiveNot enough data
  • Accounting looks honest (Beneish)Not enough data
  • Financial strength (Piotroski)5 of 9
  • Profit backed by cash (accruals)Yes
  • Debt0.59× equity
  • Revenue growth, five yearsShrinking, 1.7% a year
  • Buying back its own sharesYes, 2% fewer since 2021

The quarter to June 2026

How the business did, compared with the same quarter a year earlier.

  • Sales: $1.9 billion last quarter, about the same as a year ago.
  • Profit: $162 million, up 86% on a year ago.
  • It keeps 12 cents of each $1 of sales as operating profit, up from 8 cents a year earlier.
  • About the same number of shares as a year ago.
  • Debt is $4.8 billion more than cash, up from $3.7 billion a year ago.
  • Sales grew on a year ago in 1 of the last 4 quarters.
Sales by quarter
Sales by quarter
Quarter toAmount
September 2024$1.7bn
December 2024$1.7bn
March 2025$1.8bn
June 2025$1.9bn
September 2025$1.7bn
December 2025$1.5bn
March 2026$1.7bn
June 2026$1.9bn
Profit by quarter
Profit by quarter
Quarter toAmount
September 2024$28m
December 2024$81m
March 2025$83m
June 2025$87m
September 2025$80m
December 2025$74m
March 2026$156m
June 2026$162m

From the company's quarterly reports to the SEC.

Dates

Next results (estimated)
29 October 2026
Last annual report (10-K)
13 February 2026
Next quarterly (estimated, 10-Q)
30 October 2026

Who owns it

11 long-term investors we follow own it, down from 13 last quarter. 899 funds in all.

Jun '25
Dec '25
Jun '26

Sold out this quarter

Largest holders overall

From 13F filings for the quarter ended 30 June 2026.

Big holders and activists

6 investors own more than 5%.

From Schedule 13D and 13G filings: anyone owning more than 5% must file one.

What insiders did

In the last 12 months, 3 insiders bought $721,645 of shares on the open market. 2 sold $2m, $2m of it under preset trading plans.

  • O'Rourke James Calvin
    Director
    Bought
    Date
    20 February 2026
    Shares
    4,000
    Price
    $25.35
    Value
    $101,400
  • BECKWITT RICHARD
    Director
    Bought
    Date
    19 February 2026
    Shares
    20,000
    Price
    $25.70
    Value
    $514,000
  • Chaney Brian K
    Senior Vice President
    Sold
    Date
    3 February 2026
    Shares
    11,157
    Price
    $25.82
    Value
    $288,074
  • Lewis Sara Grootwassink
    Director
    Bought
    Date
    17 December 2025
    Shares
    4,500
    Price
    $23.61
    Value
    $106,245
  • Stockfish Devin W
    President and CEO, Director
    Sold
    under a preset trading plan
    Date
    15 December 2025
    Shares
    90,162
    Price
    $23.33
    Value
    $2m

From Form 4 filings: insiders must report trades in their own company's shares within two days.

What could go wrong

  • Sales have shrunk: 1.7% a year.

Whether the price already reflects the risks is what the deep dive is for.

The deep dive

Everything above is arithmetic on public filings. The deep dive reads the last ten years of annual reports, the proxy statements, and the earnings calls, then argues the case the way Buffett, Klarman, and Hohn would, and checks every claim against the source.

  • What the business is worth, as a range, and the margin of safety at today’s price
  • Prices to start buying, buy, and buy hard
  • The three things that would make this a mistake
  • Every number footnoted to the filing it came from
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What a finished deep dive looks like

Not advice. Numbers on this page come from SEC filings and are updated each night; prices are updated again after the US market closes. The five-year figures are rounded.