Weyerhaeuser Slides 19% Yearly, Q4 Revenue Misses by $100 Million
Weyerhaeuser holds 10.4 million acres of U.S. timberlands and commands a $16.9 billion market cap but has slid 19% over the past year and dropped 22.5% from its March 2025 high. Q4 adjusted loss of $0.09 per share beat forecasts yet $1.5 billion revenue missed $1.6 billion estimates.
1. Timberland Holdings and Market Position
Weyerhaeuser owns or controls 10.4 million acres of timberlands in the U.S. and manages additional licensed public timberlands in Canada, supporting sustainable raw material supply. The company’s market capitalization stands at $16.9 billion, classifying it as a large-cap REIT with extensive environmental stewardship credentials.
2. Recent Stock Underperformance
WY shares have declined 19% over the past 52 weeks and slipped 22.5% from their March 17, 2025 high of $30.28. The stock has underperformed the State Street Real Estate Select Sector ETF’s 3.7% three-month gain and trades below both its 50-day and 200-day moving averages.
3. Q4 Results Miss Expectations
In Q4, the company reported an adjusted loss of $0.09 per share, exceeding the expected loss of $0.13, while revenue of $1.5 billion fell short of the $1.6 billion forecast. The marginal share price decline following the results reflects investor focus on the revenue miss despite the narrower-than-expected loss.
4. Analyst Outlook and Potential Upside
Thirteen analysts rate the stock as a Moderate Buy, with a mean price target of $31.82 implying 35.6% upside from current levels. This consensus suggests confidence in long-term value despite recent operational headwinds and sector underperformance.