Is Weyerhaeuser’s stock below the S&P 500 performance?
With a market capitalization of $18.8 billion, Weyerhaeuser Company (WY) is one of the world’s largest private owners in Timberland, managing approximately 10.4 million acres in the US and managing additional licensed land in Canada. It serves global markets with a diverse portfolio of wood, plywood, wood and climate solutions, all managed sustainably under internationally recognized forestry standards.
Companies over $10 billion are generally considered “large” stocks, and Weyerhaeuser meets this standard perfectly. Operated as a Real Estate Investment Trust (REIT), it is a leading manufacturer of wood products, generating net sales of $7.1 billion in 2024 with approximately 9,400 employees.
Seattle, Washington-based Seattle shares have pulled nearly 24% back from their 52-week high from nearly $34.03. Weyerhaeuser stock has declined 13.7% over the past three months, with the S&P 500 Index ($SPX) 5.4% increasing in the same time frame.
In the long term, WY stocks have fallen 8.1% on a YTD basis, lagging behind a 1.7% rise in SPX. Additionally, Timber and Paper Products Company shares have fallen 11.3% over the past 52 weeks, compared to SPX’s 9.3% return over the same time frame.
Despite some fluctuations, the stocks have fallen below the 200-day moving average since late October last year.
Weyerhaeuser fell 2.7% the following day, despite reporting $1.8 billion in revenue for 2025 on April 24, which was better than expected. Additionally, while Timberland’s core profits rose 16% to $167 million, the sentiment of cautious home buyers and rising import costs have attenuated investor optimism.
Additionally, WY stock is behind rival American Tower Corporation (AMT). AMT stock has increased 11.9% over the past 52 weeks and 17.3% on a YTD basis.
Despite the poor performance of the stock, analysts remain moderately optimistic at WY. The stock has a “moderate buy” consensus rating from 12 analysts covering the stock, and at the time of writing it is below the average price target of $33.82.
On the date of publication, Sohini Mondal had no position (directly or indirectly) in any of the securities mentioned in this article. All information and data in this article is for informational purposes only. This article was originally published barchart.com