Weyerhaeuser

Weyerhaeuser Co reported Q1 2026 net sales of $1.73 billion and adjusted net earnings of $77 million, or $0.11 per share, beating revenue and EPS forecasts. Management cited heightened macroeconomic uncertainty but said adjusted EBITDA improved across Strategic Land Solutions, Wood Products and Timberlands. The company completed the sale of 108,000 acres in Virginia for $192 million and is advancing Wood Products growth initiatives while pursuing portfolio optimization to drive long-term value. » Mere på finance.yahoo.com

Kopernik Global All-Cap Equity Fund said it started a position in Weyerhaeuser, viewing timber producers as significantly undervalued and trading below its estimates of intrinsic value. Weyerhaeuser closed at $24.51 on May 29 with a market cap of $17.67 billion, a one‑month gain of 4.16% and a 52‑week loss of 4.52%. Hedge fund holdings in Weyerhaeuser rose to 38 portfolios at quarter end, and analysts including Citi have reaffirmed confidence with higher price targets, supporting the case for the stock as a value play in the timber sector. » Mere på finance.yahoo.com

Weyerhaeuser raises the dividend for 2025 to 0.84 USD, an increase of 5% versus the previous year. A total of 606.00 million USD will be distributed, making the total payout 11.40% below the prior year. The dividend yield for 2025 is 3.55%; FactSet expects 0.84 USD unchanged for 2026 and a yield of 3.71%. » Mere på finanzen.net

Weyerhaeuser reported adjusted EBITDA of $308m for Q1 2026, more than twice the prior quarter, and adjusted EPS of $0.11 on revenue of $1.73bn. The driver was the Strategic Land Solutions segment, in particular a conservation easement transaction in Florida that significantly advanced Climate Solutions. Wood Products returned to profit, Timberlands remained stable; however, investors are concerned about the higher net leverage of 5.1x and the sustainability of the Climate Solutions earnings. For Q2, management expects significantly weaker results in Strategic Land Solutions but confirms the full-year target for adjusted EBITDA of around $425m. » Mere på de.investing.com

Weyerhaeuser reported Q1 2026 EPS of $0.11 (forecast $0.05) and revenue of $1.73 billion, both slightly above expectations. Adjusted EBITDA rose to $308 million, an increase of 120% from the prior quarter. The stock fell 1.07% in after-hours trading; cash stood at roughly $300 million against total debt of $5.4 billion. The company issued guidance with expected EPS of $0.09–$0.20 and revenue estimates of $1.668–$1.949 billion. » Mere på de.investing.com