Citi Raises Weyerhaeuser Price Target to $32 with Buy Rating
Citi raised its Weyerhaeuser price target to $32 from $30 while maintaining a Buy rating, following Truist’s slight lift to a $29 objective with a Hold. The company reported a Q4 adjusted loss of $0.09 per share versus $0.11 profit a year earlier and projects modest timberlands improvement in Q1.
1. Analyst Price Targets and Ratings
On February 13, Citi raised Weyerhaeuser’s price target to $32 from $30 and affirmed its Buy rating. Earlier, on February 2, Truist lifted its objective to $29 from $28 but maintained a Hold stance, attributing near-term volume weakness to timing shifts and anticipating log price recovery.
2. Q4 Performance
Weyerhaeuser reported an adjusted loss of $0.09 per share in Q4, compared with a $0.11 per share profit a year earlier. The slide reflected subdued housing demand as higher mortgage rates and pending home sales down 3% weighed on timber product sales volumes.
3. Q1 Timberlands Outlook
Management expects the timberlands segment to see modest Q1 improvement, forecasting slightly higher sales volumes alongside reduced log and haul costs. The company believes deferred activity ahead of log price declines positions it to capitalize on anticipated price gains later in 2026.