Latest news with #WeyerhaeuserCompany
Yahoo
29-05-2025
- Business
- Yahoo
Weyerhaeuser Stock Rated Hold by Argus as Housing Sector Remains Weak
Argus analyst Marie Ferguson maintained a Hold rating on Weyerhaeuser Company (NYSE:WY) on May 28, citing the company's challenges in the current economic environment, with no price target provided. Ferguson's remarks suggest that Weyerhaeuser's profits are directly related to the new-housing market, which has tanked due to high borrowing costs and a weak economy. The increase in existing home sales has only made the oversupply situation worse, which was caused by the slowdown in development over the past two years. Although a return to positive yearly earnings growth is possible this year, analysts at Argus predict that any improvement will be evaluated against a low starting point. The housing market is expected to remain weak for the majority of 2025, trailing behind the broader economic recovery. Given this, Argus predicts that Weyerhaeuser Company (NYSE:WY) might not establish a solid foundation until 2026. One of the biggest private owners of timberlands in North America, Weyerhaeuser Company (NYSE:WY) is a US-based REIT that manages around 10.4 million acres in the United States alone, with additional properties in Canada under long-term licenses. While we acknowledge the potential of WY to grow, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than WY and that has 100x upside potential, check out our report about the cheapest AI stock. Read More: and Disclosure: None.
Yahoo
29-05-2025
- Business
- Yahoo
Weyerhaeuser Stock Rated Hold by Argus as Housing Sector Remains Weak
Argus analyst Marie Ferguson maintained a Hold rating on Weyerhaeuser Company (NYSE:WY) on May 28, citing the company's challenges in the current economic environment, with no price target provided. Ferguson's remarks suggest that Weyerhaeuser's profits are directly related to the new-housing market, which has tanked due to high borrowing costs and a weak economy. The increase in existing home sales has only made the oversupply situation worse, which was caused by the slowdown in development over the past two years. Although a return to positive yearly earnings growth is possible this year, analysts at Argus predict that any improvement will be evaluated against a low starting point. The housing market is expected to remain weak for the majority of 2025, trailing behind the broader economic recovery. Given this, Argus predicts that Weyerhaeuser Company (NYSE:WY) might not establish a solid foundation until 2026. One of the biggest private owners of timberlands in North America, Weyerhaeuser Company (NYSE:WY) is a US-based REIT that manages around 10.4 million acres in the United States alone, with additional properties in Canada under long-term licenses. While we acknowledge the potential of WY to grow, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than WY and that has 100x upside potential, check out our report about the cheapest AI stock. Read More: and Disclosure: None.
Yahoo
23-05-2025
- Business
- Yahoo
Weyerhaeuser Agrees to Sell Princeton Lumber Mill in B.C. to Gorman Group
Weyerhaeuser Company (NYSE:WY) has agreed to sell its Princeton, British Columbia lumber mill to the Gorman Group, the parent company of Gorman Bros. Lumber Ltd., a family-run wood products firm based in West Kelowna, B.C. The two companies have a long history of working together, with Gorman Bros. currently serving as the Princeton mill's largest customer. The Gorman Group has operated in Canada for over 75 years and has facilities across B.C. and Washington state. Founded in 1900, Weyerhaeuser Company (NYSE:WY) is one of the largest private timberland owners, managing 10.4 million US acres and licensed lands in Canada. The company is a leader in sustainability and also ranks among North America's top wood products manufacturers. It has operations in real estate, energy, and climate solutions. The deal, valued at roughly CAD 120 million in cash, includes the mill, associated timber licenses in British Columbia, and working capital, with the final price subject to standard closing adjustments. Devin W. Stockfish, president and chief executive officer for Weyerhaeuser, made the following comment on the deal: "We are grateful to all the dedicated employees who contributed to the success of our Princeton operations over the years. The community has always been incredibly welcoming and supportive of our mill and people, and it was important for us to sell to a local buyer with deep roots in the region. Gorman has been a great customer and strategic partner, and we believe this will be a seamless transition that will position the mill for future success in a challenging operating environment — providing long-term certainty for the mill and the broader community." Weyerhaeuser Company (NYSE:WY) expects a gain from the sale and anticipates facing a tax expense of around CAD 15 million. The company's other Canadian operations will remain unchanged, and it will continue running the Princeton mill separately from the Gorman Group until the deal is finalized. While we acknowledge the potential of WY to grow, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than WY and that has 100x upside potential, check out our report about this cheapest AI stock. READ MORE: and Disclosure. None. 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
21-05-2025
- Business
- Yahoo
Stockfish and Wold to Represent Weyerhaeuser at Nareit's REITweek: 2025 Investor Conference
SEATTLE, May 20, 2025 /PRNewswire/ -- Devin W. Stockfish, president and chief executive officer, and David M. Wold, senior vice president and chief financial officer, will represent Weyerhaeuser Company (NYSE: WY) at the upcoming Nareit REITweek: 2025 Investor Conference on Tuesday, June 3, 2025, in New York City. Stockfish and Wold are scheduled to present at 3:15 p.m. Eastern. The webcast links and presentation materials can be accessed at where replays will also be available shortly after the live events. ABOUT WEYERHAEUSER Weyerhaeuser 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 For more information contact:Analysts – Andy Taylor, 206-539-3907Media – Nancy Thompson, 919-861-0342 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
14-04-2025
- Business
- Yahoo
Weyerhaeuser Company (WY): Among the Best Paper Stocks to Buy According to Hedge Funds
We recently published a list of . In this article, we are going to take a look at where Weyerhaeuser Company (NYSE:WY) stands against other best paper stocks to buy according to hedge funds. Paper stocks encompass producers of paper, pulp, packaging products, toilet paper, and forestry operators. This sector typically thrives during periods of economic expansion when consumer spending, ecommerce activity, and industrial production are accelerating, driving higher demand for commercial packaging and consumer paper products. The performance of paper stocks strongly correlates with commodity prices of pulp and timber, as well as with the price of energy and freight, which are large cost inputs in the production chain. Consequently, paper-related stocks generally thrive in inflationary environments due to their pricing power, as producers can easily pass any inflation onto consumers and capture a margin of the price increase. Conversely, these stocks underperform during economic slowdowns as consumer demand and industrial activity fall, and lower commodity prices pressure profitability. Some investors avoid this sector as they mistakenly consider it low growth and disrupted. Their perception is based on a tough 2010s decade marked by several challenges that pressured growth. Here is how AFRY Advisory commented on the paper market: 'With the universal move to digital communication, the demand for print has been on a steep decline, triggering massive shutdowns in the graphic paper sector and sizeable entries in the packaging board market through conversions and grade changes from graphics to packaging grades. The worldwide COVID-19 pandemic deepened the paper markets' decline as decreasing economic activity and lockdowns further contracted the demand for graphics and office papers, while hygiene and corrugated packaging businesses recovered more effectively.' READ ALSO: The struggles of the paper & paper products sector, as proxied by a timber ETF that includes many paper companies as well, extended into the 2020s. In early 2025, just before the US stock market entered correction mode, the sector reached a new all-time low relative to the broad market. Another global timber and wood ETF shows a similar picture – years of underperformance relative to the broad market, which killed most of the investor interest in this sector. Despite sluggish performance in the last years, we believe that the underfollowed paper sector may become favored in the following years due to a plethora of factors triggered by the new Trump 2.0 administration in the US. First, we already know that paper stocks thrive during inflationary periods, and the US appears to have entered a multi-year period of above-average inflation due to the trade wars initiated by President Trump. Many of the paper companies have operations spanning several continents, with cultivation, processing, and selling often happening in two or three different countries, which means that the production chain may become subject to tariffs. Under such circumstances, paper companies will fully pass any inflationary pressures onto the end customer, meaning that they would capture a higher margin in absolute dollar value. The hypothesis of higher inflation in the US is fully supported by the 10-year US treasury yield climbing to 4.58% on April 11, significantly above the second half of 2024. Second, the current US administration is a notorious proponent of onshoring, which means a partial or full return of manufacturing activity into the US. Paper stocks are positively correlated to the level of industrial and commerce activity in the US and could benefit from the accelerating demand for paper used in industrial and commercial packaging. In fact, the onshoring trend is already happening as several corporations, from semiconductors to automobile manufacturers and other consumer discretionary businesses, announced plans to boost their manufacturing presence in the US. We used a stock screener and thematic ETFs to identify companies engaged in the production of pulp, toilet paper, newspapers, cardboard, forest, and other paper-related products. Then we compared the list with Insider Monkey's proprietary database of hedge funds' ownership and included in the article the top 10 stocks with the largest number of hedge funds that own the stock as of Q4 2024. The stocks are ranked in ascending order of the hedge funds having stakes in them. Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter's strategy selects 14 small-cap and large-cap stocks every quarter and has returned 373.4% since May 2014, beating its benchmark by 218 percentage points (). A wide shot of lush green forestry surrounding a timber harvesting facility.Weyerhaeuser Company (NYSE:WY) is a US-based REIT and one of the largest private owners of timberlands in North America, managing approximately 10.4 million acres in the US alone and additional lands in Canada under long-term licenses. The company's Timberlands segment focuses on sustainable forest management, including the harvesting and sale of logs for domestic and export markets. The Wood Products segment manufactures structural lumber, strand board, and engineered wood products and distributes building materials for both residential and commercial construction. Weyerhaeuser Company (NYSE:WY) reported full-year 2024 GAAP earnings of $0.54 per diluted share on net sales of $7.1 billion, with adjusted EBITDA totaling $1.3 billion for the year. Despite challenging market conditions, the company made significant progress across multiple strategic initiatives, including growing Timberlands through acquisitions in Alabama, announcing plans to expand the engineered wood products portfolio, advancing the Natural Climate Solutions business, and capturing operational excellence improvements. The company returned $735 million to shareholders in 2024, including $153 million in share repurchases, while also increasing the base dividend by more than 5%. A major strategic development for Weyerhaeuser Company (NYSE:WY) was the announcement of a $500 million investment to build a state-of-the-art facility in Arkansas, which is expected to generate over $100 million of annual adjusted EBITDA once fully operational. The Natural Climate Solutions business showed strong growth, with full-year adjusted EBITDA reaching $84 million, a 79% increase compared to 2023, and remains on track to reach $100 million of adjusted EBITDA by the end of 2025. The company demonstrated the durability of its portfolio and the flexibility of its capital allocation framework across market cycles, maintaining strong financial performance despite what was described as the most challenging lumber market in about 15 years. The large projects planned represent a great opportunity for WY to capitalize on a potential market recovery, which makes it one of the best paper stocks to buy now. Overall, WY ranks 4th on our list of best paper stocks to buy according to hedge funds. While we acknowledge the potential of WY to grow, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. There is an AI stock that went up since the beginning of 2025, while popular AI stocks lost around 25%. 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. READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires. Disclosure: None. This article is originally published at Insider Monkey. Sign in to access your portfolio
