Weyerhaeuser Company (WY) Analyst/Investor Day Transcript

Weyerhaeuser Company (WY) Analyst/Investor Day Transcript

Seeking Alpha • Dec 12, 2025

Weyerhaeuser and Aymium Enter Agreement to Rapidly Scale Biocarbon Market

Partnership will expand manufacturing platform to convert wood fiber into biocarbon products, accelerating scale supply to global metals producers SEATTLE , Dec. 11, 2025 /PRNewswire/ --  Weyerhaeuser Company  (NYSE: WY) and Aymium today announced they have entered a memorandum of understanding (MOU) to partner to produce and sell 1.5 million tons of sustainable biocarbon annually for use in metals production. As an initial stage of this partnership, the companies have formed a joint venture — TerraForge Biocarbon Solutions — to build a jointly owned facility adjacent to Weyerhaeuser's lumber mill in McComb, Miss.

PRNewsWire • Dec 11, 2025

Weyerhaeuser Outlines Strategy to Accelerate Growth and Drive Significant Value Creation at Investor Day

Embarks on transformational, portfolio-wide strategy to catalyze growth, further strengthen competitive position and maximize cash generation capabilities Establishes target to deliver $1.5 billion of incremental Adjusted EBITDA by 2030, measured against a 2024 baseline Sets new Climate Solutions target to achieve approximately $250 million of annual Adjusted EBITDA by 2030, including through new biocarbon business1 Maintains commitment to return 75 to 80 percent of Adjusted Funds Available for Distribution to shareholders annually SEATTLE , Dec. 11, 2025 /PRNewswire/ --  Weyerhaeuser Company  (NYSE: WY), a global leader in sustainable forestry, land management and wood products manufacturing, is hosting its 2025 Investor Day today, beginning at 9 a.m. Eastern, to outline the company's strategic growth plan and financial targets through 2030.

PRNewsWire • Dec 11, 2025

Weyerhaeuser Stock Trades for Less Than the Value of Its Lumber. It's Time to Buy.

Shares are beaten up, but they look appealing for investors with a long time horizon.

Barrons • Dec 6, 2025

Weyerhaeuser Announces Appointment of Rick Beckwitt to Board of Directors

SEATTLE , Nov. 17, 2025 /PRNewswire/ -- Weyerhaeuser Company  (NYSE: WY) today announced the appointment of Richard "Rick" Beckwitt, former president, chief executive officer and director of Lennar Corporation, to the company's board of directors. His appointment is effective immediately.

PRNewsWire • Nov 17, 2025

These stocks have been hit hard in 2025 but could surge by as much as 57% from here

Downtrodden names expected to come roaring back include Adobe, Block and Salesforce.

Market Watch • Nov 17, 2025

Weyerhaeuser Company Declares Dividend on Common Shares

SEATTLE , Nov. 13, 2025 /PRNewswire/ -- Weyerhaeuser Company  (NYSE: WY) today announced that its board of directors declared a quarterly base cash dividend of $0.21 per share on the common stock of the company, payable in cash on December 12, 2025, to holders of record of such common stock as of the close of business on November 28, 2025. Under Weyerhaeuser's cash return framework, the company expects to supplement its quarterly base cash dividend, as appropriate, with an additional return of variable cash to achieve a targeted total return to shareholders of 75 to 80 percent of annual Adjusted Funds Available for Distribution (Adjusted FAD).

PRNewsWire • Nov 14, 2025

Weyerhaeuser Company (WY) Q3 2025 Earnings Call Transcript

Weyerhaeuser Company ( WY ) Q3 2025 Earnings Call October 31, 2025 10:00 AM EDT Company Participants Andy Taylor - Vice President of Investor Relations Devin Stockfish - President, CEO & Director David Wold - Senior VP & CFO Conference Call Participants Susan Maklari - Goldman Sachs Group, Inc., Research Division George Staphos - BofA Securities, Research Division Anthony Pettinari - Citigroup Inc., Research Division Mark Weintraub - Seaport Research Partners Kurt Yinger - D.A. Davidson & Co., Research Division Ketan Mamtora - BMO Capital Markets Equity Research Hamir Patel - CIBC Capital Markets, Research Division Matthew McKellar - RBC Capital Markets, Research Division Hong Zhang - JPMorgan Chase & Co, Research Division Michael Roxland - Truist Securities, Inc., Research Division Presentation Operator Greetings, and welcome to the Weyerhaeuser Third Quarter 2025 Earnings Conference Call.

Seeking Alpha • Oct 31, 2025

Weyerhaeuser Q3 Earnings & Sales Top Estimates, Both Increase Y/Y

WY tops Q3 earnings and sales estimates, boosted by Timberlands' strength and strategic portfolio moves.

Zacks Investment Research • Oct 31, 2025

Weyerhaeuser Remains A Likely Value Trap

Weyerhaeuser remains a "Sell" as housing construction weakness continues to pressure lumber demand, pricing, and company earnings. WY's Q3 saw margins and EBITDA decline sharply, with wood products and real estate segments underperforming due to lower volumes and prices. Despite a secure 3.6% dividend yield and temporary leverage increase, WY's free cash flow and earnings outlook remain weak amid persistent industry headwinds.

Seeking Alpha • Oct 31, 2025