What Are Wall Street Analysts' Target Price for Weyerhaeuser Stock?
With a market cap of $15.6 billion, Weyerhaeuser Company (WY) is one of the world’s largest private owners of timberlands, managing over 10 million acres across the United States and additional licensed lands in Canada. The company is a global leader in sustainable forestry and a major North American manufacturer of wood products, generating $6.9 billion in net sales in 2025.
Shares of the timber and paper products company have underperformed the broader market over the past 52 weeks. WY stock has declined 6.7% over this time frame, while the broader S&P 500 Index ($SPX) has rallied 10.1%. Moreover, shares of the company are down 10.1% on a YTD basis, compared to SPX’s 8.1% gain.
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Zooming in further, shares of Weyerhaeuser have lagged behind the State Street Real Estate Select Sector SPDR ETF’s (XLRE) 7.7% gain over the past 52 weeks.
Weyerhaeuser shares rose over 3% following its Q3 2026 results on Oct. 29, as the company reported better-than-expected net income of $61 million, or $0.08 per share and revenue reached $1.86 billion. Adjusted EBITDA increased 14% year-over-year to $248 million and higher sales realizations in the West and improved harvest volumes in the South supported timber operations.
The company also highlighted strategic growth and capital-allocation initiatives, including a planned $146 million sale of 81,000 Arkansas timberland acres, construction of its first biocarbon facility, progress monetizing forest carbon credits and expanding solar and geothermal projects.
For the fiscal year ending in December 2026, analysts expect WY’s EPS to grow 35% year-over-year to $0.27. The company’s earnings surprise history is promising. It beat the consensus estimates in each of the last four quarters.
Among the 13 analysts covering the stock, the consensus rating is a “Strong Buy.” That’s based on nine “Strong Buy” ratings, one “Moderate Buy,” and three “Holds.”
This configuration is slightly more bullish than three months ago, with eight “Strong Buy” ratings on the stock.
On Nov. 2, CIBC cut the firm’s price target on Weyerhaeuser to $24 while keeping an “Outperformer” rating.
The mean price target of $26.17 represents a 24.1% premium to WY’s current price levels. The Street-high price target of $34 suggests a 61.2% potential upside.
On the date of publication, Sohini Mondal did not directly have a position in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. This article was originally published on Barchart.com