Latest news with #Weyerhaeuser
Yahoo
10 hours ago
- Business
- Yahoo
Weyerhaeuser Company (WY): A Bull Case Theory
We came across a bullish thesis on Weyerhaeuser Company (WY) on Substack by DB_SILVER_FOX. In this article, we will summarize the bulls' thesis on WY. Weyerhaeuser Company (WY)'s share was trading at $25.23 as of 23rd May 2025. WY's trailing and forward P/E were 51.49 and 38.46 respectively according to Yahoo Finance. Aerial view of a timberland with lush green trees and sunlight filtering through the branches. Weyerhaeuser Company ($WY) stands out as a compelling long-term buy, offering rare exposure to a unique, tangible asset class—timberlands—that has historically underpinned dynastic wealth. With 9.8 million acres of timberland, it is one of the largest private owners globally, providing investors access to a strategic, inflation-protected, and renewable resource. Timberlands are not only durable and flexible but also serve as valuable collateral, generate consistent cash flow, and offer optional upside through carbon credits, mineral rights, and real estate development. Despite this, WY trades at just 2x book value and 0.76x its estimated NAV, suggesting significant undervaluation. The company's historical asset growth, efficient operations, and conservative debt profile further support its investment case. Its REIT structure ensures steady dividends, and with normalized free cash flow of $1.5 billion against a $23.5 billion enterprise value, it offers a 6% FCF yield—attractive for income-seeking investors. The timber business is cyclical, but its long-term resilience is clear, with Western high-quality logs commanding premium prices. Weyerhaeuser is also investing in climate solutions, aiming for $100 million in EBITDA from carbon markets, a future-facing catalyst. Wood products contribute the lion's share of revenues, closely tied to U.S. housing, a sector with long-term structural tailwinds. The company maintains strong capital discipline through buybacks and dividends, offering both stability and upside. For a portfolio seeking durable, inflation-hedged, low-risk assets with moderate return expectations of 5–7% annually, WY is not just a stock—it is a strategic allocation. Initiating a 5.4% position reflects long-term conviction in this exceptional asset. For a comprehensive analysis of another standout stock covered by the same author, we recommend reading our summary of their bullish thesis on Ermenegildo Zegna N.V. (ZGN). Since our coverage, the stock is up 7% as of 28th May. Weyerhaeuser Company (WY) is not on our list of the 30 Most Popular Stocks Among Hedge Funds. As per our database, 43 hedge fund portfolios held WY at the end of the first quarter which was 37 in the previous quarter. While we acknowledge the risk and potential of WY as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns, and doing so within a shorter timeframe. If you are looking for an AI stock that is more promising than WY but that trades at less than 5 times its earnings, check out our report about the cheapest AI stock. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
2 days ago
- Business
- Yahoo
Weyerhaeuser Company (WY): A Bull Case Theory
We came across a bullish thesis on Weyerhaeuser Company (WY) on Substack by DB_SILVER_FOX. In this article, we will summarize the bulls' thesis on WY. Weyerhaeuser Company (WY)'s share was trading at $25.23 as of 23rd May 2025. WY's trailing and forward P/E were 51.49 and 38.46 respectively according to Yahoo Finance. Aerial view of a timberland with lush green trees and sunlight filtering through the branches. Weyerhaeuser Company ($WY) stands out as a compelling long-term buy, offering rare exposure to a unique, tangible asset class—timberlands—that has historically underpinned dynastic wealth. With 9.8 million acres of timberland, it is one of the largest private owners globally, providing investors access to a strategic, inflation-protected, and renewable resource. Timberlands are not only durable and flexible but also serve as valuable collateral, generate consistent cash flow, and offer optional upside through carbon credits, mineral rights, and real estate development. Despite this, WY trades at just 2x book value and 0.76x its estimated NAV, suggesting significant undervaluation. The company's historical asset growth, efficient operations, and conservative debt profile further support its investment case. Its REIT structure ensures steady dividends, and with normalized free cash flow of $1.5 billion against a $23.5 billion enterprise value, it offers a 6% FCF yield—attractive for income-seeking investors. The timber business is cyclical, but its long-term resilience is clear, with Western high-quality logs commanding premium prices. Weyerhaeuser is also investing in climate solutions, aiming for $100 million in EBITDA from carbon markets, a future-facing catalyst. Wood products contribute the lion's share of revenues, closely tied to U.S. housing, a sector with long-term structural tailwinds. The company maintains strong capital discipline through buybacks and dividends, offering both stability and upside. For a portfolio seeking durable, inflation-hedged, low-risk assets with moderate return expectations of 5–7% annually, WY is not just a stock—it is a strategic allocation. Initiating a 5.4% position reflects long-term conviction in this exceptional asset. For a comprehensive analysis of another standout stock covered by the same author, we recommend reading our summary of their bullish thesis on Ermenegildo Zegna N.V. (ZGN). Since our coverage, the stock is up 7% as of 28th May. Weyerhaeuser Company (WY) is not on our list of the 30 Most Popular Stocks Among Hedge Funds. As per our database, 43 hedge fund portfolios held WY at the end of the first quarter which was 37 in the previous quarter. While we acknowledge the risk and potential of WY as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns, and doing so within a shorter timeframe. If you are looking for an AI stock that is more promising than WY but that trades at less than 5 times its earnings, check out our report about the cheapest AI stock. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
3 days ago
- Business
- Yahoo
Weyerhaeuser, Firefighter Behavioral Health Alliance Partner for Fourth Year to Provide Mental Health Resources for Wildland Firefighters
Fighting Fires Together campaign raises awareness and helps address mental health challenges of wildland firefighting SEATTLE, May 28, 2025 /PRNewswire/ -- Weyerhaeuser Company (NYSE: WY) and Firefighter Behavioral Health Alliance (FBHA) today announced an extension of their Fighting Fires Together campaign, a partnership that provides specialized mental health support for wildland firefighters and their families across the Pacific Northwest. Fighting Fires Together, now in its fourth year, addresses the often-overlooked mental health impacts of wildland firefighting in isolated, hazardous and highly stressful conditions. Through a free online resource hub, first responders can find specially designed content, including videos about Post Traumatic Stress Disorder (PTSD), depression, anxiety and suicide prevention, along with mental health tips, educational articles and contacts for occupationally aware support groups and counselors in Oregon, Washington and British Columbia. Weyerhaeuser's support for wildland firefighting efforts in the Pacific Northwest began in the aftermath of the Yacolt Burn in 1902, when the company began advocating for Washington's first forest fire legislation and the funding of community fire prevention education and patrols. Today, as Weyerhaeuser celebrates its 125th anniversary, the company continues to play an active role in fire prevention and response through its forest management operations. Weyerhaeuser employees and contractors receive annual fire readiness training, build fire breaks and containment lines, conduct aerial surveys and deploy tanker trucks, helicopters and quick-response crews to wildland fires. "After launching the Fighting Fires Together campaign with FBHA four years ago, we're proud to continue this effort to support wildland firefighters and their mental health as they work in challenging conditions to protect our communities," says Bill Frings, vice president of Western Timberlands for Weyerhaeuser. "Weyerhaeuser was an early leader in wildfire protection more than a century ago, and we continue to invest in cutting-edge technologies and ongoing training to improve our preparedness strategies. As our wildfire seasons grow longer, we understand it's critical to ensure wildland firefighters have access to the resources they need to carry out this important work." To learn more about Weyerhaeuser's Fighting Fires Together campaign, visit ABOUT WEYERHAEUSERWeyerhaeuser Company, one of the world's largest private owners of timberlands, began operations in 1900 and today owns or controls approximately 10.4 million acres of timberlands in the U.S., as well as additional public timberlands managed under long-term licenses in Canada. Weyerhaeuser has been a global leader in sustainability for more than a century and manages 100 percent of its timberlands on a fully sustainable basis in compliance with internationally recognized sustainable forestry standards. Weyerhaeuser is also one of the largest manufacturers of wood products in North America and operates additional business lines around product distribution, climate solutions, real estate, energy and natural resources, among others. In 2024, the company generated $7.1 billion in net sales and employed approximately 9,400 people who serve customers worldwide. Operated as a real estate investment trust, Weyerhaeuser's common stock trades on the New York Stock Exchange under the symbol WY. Learn more at ABOUT FIREFIGHTER BEHAVIORAL HEALTH ALLIANCEFounded in 2010 by Jeff Dill, the Firefighter Behavioral Health Alliance (FBHA) offers educational workshops to firefighters and EMTs across the globe, along with their families. These workshops address behavioral health issues, suicide warning signs, and how to cope after retirement. FBHA is also focused on training medical professionals, EAP organizations, and chaplains about fire and EMS culture in order to provide a better treatment plan for firefighters and EMTs. Learn more at For more information contact: WeyerhaeuserAnalysts – Andy Taylor, 206-539-3907Media – Kyleigh Gill, 206-539-4516 View original content to download multimedia: SOURCE Weyerhaeuser Company
Yahoo
3 days ago
- Business
- Yahoo
Weyerhaeuser, Firefighter Behavioral Health Alliance Partner for Fourth Year to Provide Mental Health Resources for Wildland Firefighters
Fighting Fires Together campaign raises awareness and helps address mental health challenges of wildland firefighting SEATTLE, May 28, 2025 /PRNewswire/ -- Weyerhaeuser Company (NYSE: WY) and Firefighter Behavioral Health Alliance (FBHA) today announced an extension of their Fighting Fires Together campaign, a partnership that provides specialized mental health support for wildland firefighters and their families across the Pacific Northwest. Fighting Fires Together, now in its fourth year, addresses the often-overlooked mental health impacts of wildland firefighting in isolated, hazardous and highly stressful conditions. Through a free online resource hub, first responders can find specially designed content, including videos about Post Traumatic Stress Disorder (PTSD), depression, anxiety and suicide prevention, along with mental health tips, educational articles and contacts for occupationally aware support groups and counselors in Oregon, Washington and British Columbia. Weyerhaeuser's support for wildland firefighting efforts in the Pacific Northwest began in the aftermath of the Yacolt Burn in 1902, when the company began advocating for Washington's first forest fire legislation and the funding of community fire prevention education and patrols. Today, as Weyerhaeuser celebrates its 125th anniversary, the company continues to play an active role in fire prevention and response through its forest management operations. Weyerhaeuser employees and contractors receive annual fire readiness training, build fire breaks and containment lines, conduct aerial surveys and deploy tanker trucks, helicopters and quick-response crews to wildland fires. "After launching the Fighting Fires Together campaign with FBHA four years ago, we're proud to continue this effort to support wildland firefighters and their mental health as they work in challenging conditions to protect our communities," says Bill Frings, vice president of Western Timberlands for Weyerhaeuser. "Weyerhaeuser was an early leader in wildfire protection more than a century ago, and we continue to invest in cutting-edge technologies and ongoing training to improve our preparedness strategies. As our wildfire seasons grow longer, we understand it's critical to ensure wildland firefighters have access to the resources they need to carry out this important work." To learn more about Weyerhaeuser's Fighting Fires Together campaign, visit ABOUT WEYERHAEUSERWeyerhaeuser Company, one of the world's largest private owners of timberlands, began operations in 1900 and today owns or controls approximately 10.4 million acres of timberlands in the U.S., as well as additional public timberlands managed under long-term licenses in Canada. Weyerhaeuser has been a global leader in sustainability for more than a century and manages 100 percent of its timberlands on a fully sustainable basis in compliance with internationally recognized sustainable forestry standards. Weyerhaeuser is also one of the largest manufacturers of wood products in North America and operates additional business lines around product distribution, climate solutions, real estate, energy and natural resources, among others. In 2024, the company generated $7.1 billion in net sales and employed approximately 9,400 people who serve customers worldwide. Operated as a real estate investment trust, Weyerhaeuser's common stock trades on the New York Stock Exchange under the symbol WY. Learn more at ABOUT FIREFIGHTER BEHAVIORAL HEALTH ALLIANCEFounded in 2010 by Jeff Dill, the Firefighter Behavioral Health Alliance (FBHA) offers educational workshops to firefighters and EMTs across the globe, along with their families. These workshops address behavioral health issues, suicide warning signs, and how to cope after retirement. FBHA is also focused on training medical professionals, EAP organizations, and chaplains about fire and EMS culture in order to provide a better treatment plan for firefighters and EMTs. Learn more at For more information contact: WeyerhaeuserAnalysts – Andy Taylor, 206-539-3907Media – Kyleigh Gill, 206-539-4516 View original content to download multimedia: SOURCE Weyerhaeuser Company Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
3 days ago
- Business
- Yahoo
Why Is UFP Industries (UFPI) Down 0.6% Since Last Earnings Report?
A month has gone by since the last earnings report for UFP Industries (UFPI). Shares have lost about 0.6% in that time frame, underperforming the S&P 500. Will the recent negative trend continue leading up to its next earnings release, or is UFP Industries due for a breakout? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at its most recent earnings report in order to get a better handle on the important drivers. It turns out, estimates revision have trended downward during the past month. The consensus estimate has shifted -10.29% due to these changes. Currently, UFP Industries has a subpar Growth Score of D, a grade with the same score on the momentum front. Following the exact same course, the stock was allocated a grade of D on the value side, putting it in the bottom 40% for this investment strategy. Overall, the stock has an aggregate VGM Score of D. If you aren't focused on one strategy, this score is the one you should be interested in. Estimates have been broadly trending downward for the stock, and the magnitude of these revisions indicates a downward shift. It's no surprise UFP Industries has a Zacks Rank #5 (Strong Sell). We expect a below average return from the stock in the next few months. UFP Industries is part of the Zacks Building Products - Wood industry. Over the past month, Weyerhaeuser (WY), a stock from the same industry, has gained 0.2%. The company reported its results for the quarter ended March 2025 more than a month ago. Weyerhaeuser reported revenues of $1.76 billion in the last reported quarter, representing a year-over-year change of -1.8%. EPS of $0.11 for the same period compares with $0.16 a year ago. Weyerhaeuser is expected to post earnings of $0.19 per share for the current quarter, representing a year-over-year change of -9.5%. Over the last 30 days, the Zacks Consensus Estimate has changed -9.5%. Weyerhaeuser has a Zacks Rank #4 (Sell) based on the overall direction and magnitude of estimate revisions. Additionally, the stock has a VGM Score of F. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report UFP Industries, Inc. (UFPI) : Free Stock Analysis Report Weyerhaeuser Company (WY) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
