---
title: Weyerhaeuser (WY) — intrinsic value and fair price
canonical: https://sweetvaluelab.com/stocks/wy
ticker: WY
as_of: 2026-10-17
sector: Real Estate
industry: REIT - Specialty
---
# Weyerhaeuser (WY)

Weyerhaeuser (WY) closed at $19.61 on Oct 16, 2026, overvalued by 3% vs its model value of $19.01 (from its own five-year median price to Cash FFO).

## Key figures

| Figure | Value |
| --- | ---: |
| Last close | $19.61 (Oct 16, 2026) |
| Model value (from its own five-year median price to Cash FFO) | $19.01 |
| Price vs model | overvalued by 3% vs model |
| Range of that model | $10.36 – $22.39 |
| Market value | $14.1B |
| P/E (fiscal 2025) | 43.6 |
| Net margin (fiscal 2025) | 4.7% |
| Free cash flow (fiscal 2025) | $511.0M |
| Dividend yield (trailing twelve months) | 4.28% |
| Beta | 0.93 |
| Cost of capital (WACC) | 7.62% |
| Business classification | Dividend Payer (Revenue declining (~-5% recent), Thin margins (4.7% net margin), Strong dividend yield, Highly cyclical earnings) |

## On the stock lists

| List | Place | Figure | Page |
| --- | ---: | ---: | --- |
| Highest dividend yield | #50 | 4.28% | https://sweetvaluelab.com/lists/highest-dividend-yield |
| Near 52-week lows | #46 | +6.2% | https://sweetvaluelab.com/lists/near-52-week-lows |

## Dividends

| Figure | Value |
| --- | ---: |
| Trailing dividend yield | 4.28% |
| Dividends per share, last 12 months | $0.84 |
| Dividends / FFO (fiscal 2025) | 72.7% |
| Raised | 4 years in a row |
| Growth over 5 years | -18.2% a year |
| Latest payment | $0.21, ex-date Sep 4, 2026, paid Sep 18, 2026 |

| Year of payments | Dividends per share |
| --- | ---: |
| To Mar 3, 2022 | $2.30 |
| To Feb 14, 2023 | $1.44 |
| To Nov 30, 2023 | $0.76 |
| To Aug 30, 2024 | $0.74 |
| To Aug 29, 2025 | $0.83 |
| Trailing twelve months (to Sep 4, 2026) | $0.84 |

## Valuation models

Each model's value per share and the role the engine gave it for this business. The headline above is one model's value; every other model is listed with its own, and each has a page of its own under the valuation. Computed Oct 17, 2026.

| Model | Role | Value per share | Low | High |
| --- | --- | ---: | ---: | ---: |
| P/Cash FFO · own history | primary | $19.01 | $10.36 | $22.39 |
| P/E · peers | cross check | $22.03 | $22.03 | $22.03 |
| P/E · own history | cross check | $10.18 | $4.42 | $17.74 |
| PEG | sanity check | $7.31 | $7.31 | $7.31 |
| EV/EBITDA · peers | cross check | $17.91 | $13.30 | $22.53 |
| EV/Revenue · peers | cross check | $43.98 | $29.03 | $58.94 |
| Dividend discount | cross check | $22.10 | $15.42 | $32.35 |

## Insider activity (SEC Form 4)

No open-market insider buys or sales filed in the past 90 days.

| Date | Insider | Relationship | Transaction | Shares | Value |
| --- | --- | --- | --- | ---: | ---: |
| Jun 3, 2026 | Chaney Brian K | Senior Vice President | Tax withholding | 3,491 | $85,145.5 |
| May 15, 2026 | PIASECKI NICOLE WEYERHAEUSER | Director | Grant / award | 7,832 | $0 |
| May 16, 2026 | Wold David M | Senior Vice President & CFO | Tax withholding | 1,062 | $24,086.2 |
| May 15, 2026 | Williams Kim | Director | Grant / award | 7,832 | $0 |
| May 15, 2026 | Williams Kim | Director | Grant / award | 5,221.932 | $120,000 |

## Recent SEC filings

| Filed | Form | What | Filing |
| --- | --- | --- | --- |
| Sep 24, 2026 | 8-K | 7.01 Regulation FD Disclosure; 9.01 Financial Statements and Exhibits | https://www.sec.gov/Archives/edgar/data/106535/000119312526400727/wy-20260924.htm |
| Aug 27, 2026 | 8-K | 7.01 Regulation FD Disclosure; 9.01 Financial Statements and Exhibits | https://www.sec.gov/Archives/edgar/data/106535/000010653526000009/wy-20260827.htm |
| Jul 31, 2026 | 10-Q | Quarterly report | https://www.sec.gov/Archives/edgar/data/106535/000119312526328606/wy-20260630.htm |
| Jul 30, 2026 | 8-K | 2.02 Results of Operations (Earnings); 9.01 Financial Statements and Exhibits | https://www.sec.gov/Archives/edgar/data/106535/000119312526326124/wy-20260730.htm |
| Jun 25, 2026 | 8-K | 7.01 Regulation FD Disclosure; 9.01 Financial Statements and Exhibits | https://www.sec.gov/Archives/edgar/data/106535/000010653526000007/wy-20260625.htm |

## Superinvestors holding it (latest 13F)

| Manager | Quarter | Shares | Value |
| --- | --- | ---: | ---: |
| First Eagle | 2026-06-30 | 51,179,282 | $1.2B |
| Bridgewater | 2026-06-30 | 821,804 | $19.7M |
| Third Avenue | 2026-06-30 | 162,097 | $3.9M |
| Thomas Gayner | 2026-06-30 | 120,000 | $2.9M |

5 tracked managers in all.

## About

Established in 1900, Weyerhaeuser Company holds a prominent global position as one of the largest private proprietors of timberlands. The company oversees or owns approximately 11 million acres of forested land in the United States, complemented by additional timberlands in Canada managed under long-term licenses. These extensive holdings are cultivated responsibly, in full compliance with internationally accepted sustainable forestry criteria. Beyond its land stewardship, Weyerhaeuser is also a leading producer of wood-based goods throughout North America. Operating as a real estate investment trust (REIT), the firm achieved net sales of $7.5 billion in 2020. Its approximately 9,400 employees cater to a worldwide customer base, and Weyerhaeuser's commitment to environmental, social, and governance principles is acknowledged by its inclusion in the Dow Jones Sustainability North America…

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Source: https://sweetvaluelab.com/stocks/wy (SweetValueLab, free, no account). Prices and statements from Financial Modeling Prep; filings from SEC EDGAR. Research and educational data, not investment advice; nothing here is a recommendation to buy, sell or hold any security.