Market Movers (8-K)
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Weyerhaeuser Company released updated second-quarter 2026 outlook and strategic growth presentation materials for investors.
Worse than expected
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Weyerhaeuser Company announced amendments to its 2026 Deferred Compensation Plan and reported results from its Annual Shareholder Meeting, including director elections and auditor ratification.
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Weyerhaeuser outlines an accelerated growth strategy aiming for $1.5 billion in incremental Adjusted EBITDA by 2030, driven by portfolio optimization and emerging climate solutions.
Better than expected
NYSE
Weyerhaeuser unveils an accelerated growth strategy targeting $1.5 billion in incremental Adjusted EBITDA by 2030, driven by portfolio optimization and climate solutions.
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Weyerhaeuser Company announced the appointment of board member Rick Beckwitt to its compensation committee, effective February 13, 2026.
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Weyerhaeuser reported lower net earnings and sales for Q4 and full-year 2025, citing challenging market conditions, while exceeding Climate Solutions targets and launching a new 2030 growth strategy.
Worse than expected
Quarterly Earnings (10-Q)
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Weyerhaeuser Company announced its Q2 2026 financial results, showing a decrease in net sales but a significant increase in net earnings driven by timberland sales.
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Weyerhaeuser reported Q1 2026 net earnings of $156 million, up from $83 million in the prior year, driven by significant timberland divestitures and insurance recoveries.
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Weyerhaeuser reports a significant increase in third-quarter net earnings, driven by higher operating income and strategic asset management, despite a slight dip in year-to-date net sales and challenging wood product markets.
Capital raise
NYSE
Weyerhaeuser Company reported a substantial decrease in net earnings and sales for the second quarter and year-to-date periods of 2025, primarily driven by lower wood product prices and reduced Western log sales, despite strong performance in its Real Estate and Energy & Natural Resources segment.
Worse than expected
Capital raise
NYSE
Weyerhaeuser's Q1 2025 net earnings decreased to $83 million, impacted by lower sales in Wood Products and Real Estate & ENR segments, despite increased lumber sales and overall housing market resilience.
Worse than expected
NYSE
Weyerhaeuser's third-quarter earnings declined significantly compared to the previous year due to lower sales volumes and realizations across its key segments.
Worse than expected
Annual Reports (10-K)
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Weyerhaeuser reported a 3% decrease in net sales and an 18% drop in net earnings for 2025, driven by weak wood product prices, despite strong gains in timberland sales and real estate.
Worse than expected
Capital raise
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Weyerhaeuser Company's FY2024 results reveal a decrease in net sales and earnings, primarily due to lower performance in the Timberlands and Wood Products segments, influenced by economic conditions and housing market trends.
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Weyerhaeuser's 2023 annual report details a year of navigating market fluctuations while maintaining a focus on sustainable practices and long-term value creation.
Worse than expected
Insider Trading (Form 4)
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Senior Vice President Brian K. Chaney reported the withholding of 3,491 shares of Weyerhaeuser Co common stock to satisfy tax obligations related to a restricted stock unit vesting.
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Director Nicole Piasecki acquired 7,832 stock equivalents as part of the Weyerhaeuser Company Fee Deferral Plan for Directors.
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Weyerhaeuser CFO David M. Wold disposed of 1,062 shares to satisfy tax obligations related to restricted stock unit vesting.
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Director Kim Williams acquired 7,832 restricted stock units and 5,221.932 stock equivalents as part of the annual director retainer.
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Deidra C. Merriwether, a director at Weyerhaeuser Co., has adjusted her beneficial ownership of company stock equivalents.
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Weyerhaeuser Director Sara Grootwassink Lewis acquired stock equivalents through the company's Fee Deferral Plan for Directors.
Proxy Statements (Def-14A)
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Weyerhaeuser Company announces a new transformative strategy to accelerate growth through 2030, exceeding 2021 targets despite challenging 2025 market conditions, and invites shareholders to its 2026 annual meeting.
Worse than expected
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Weyerhaeuser Company's 2025 Annual Meeting will be held virtually on May 9, 2025, and shareholders are encouraged to vote on key proposals.
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Weyerhaeuser's proxy statement invites shareholders to the 2025 annual meeting and reviews the company's 2024 performance, executive compensation, and corporate governance practices.
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Weyerhaeuser Company has filed a definitive proxy statement related to its upcoming shareholder meeting.
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Weyerhaeuser's proxy statement invites shareholders to the annual meeting on May 10, 2024, and outlines key proposals, executive compensation, and corporate governance practices.
Worse than expected
Schedule 13G - Passive Investments
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First Eagle Investment Management has increased its beneficial ownership in Weyerhaeuser Co. to 6.6%, holding over 47 million shares.
NYSE
First Eagle Investment Management, LLC has filed an amendment reporting a 6.6% beneficial ownership stake in Weyerhaeuser Co.
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Vanguard Capital Management has filed a Schedule 13G reporting a 7.48% beneficial ownership stake in Weyerhaeuser Co.
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Vanguard Portfolio Management has reported beneficial ownership of 61,200,903 shares, representing 8.49% of Weyerhaeuser Co.'s common stock as of March 31, 2026.
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The Vanguard Group filed an amended Schedule 13G, reporting 0% beneficial ownership in Weyerhaeuser Co following an internal realignment.
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First Eagle Investment Management, LLC has reported a 5.3% beneficial ownership stake in Weyerhaeuser Co, a leading REIT, as of December 31, 2025.