Truist Lifts Price Target on Weyerhaeuser Company (WY) Despite Near-Term Volume Dip

On February 2, Truist raised its terms people connected Weyerhaeuser Company (NYSE:WY) to $29 from $28 portion maintaining a Hold rating. The steadfast noted that lighter fourth-quarter volumes were mostly timing-related, arsenic the institution accelerated harvest enactment into the summertime up of weaker log pricing. According to the analyst, management’s guidance for first-quarter EBITDA to beryllium comparable 4th implicit 4th reflects little realizations and volumes, with harvest deferrals positioned to payment from improved log pricing aboriginal successful the year.

During its January 29 net call, Weyerhaeuser Company (NYSE:WY) guided Q1 2026 Timberlands net and adjusted EBITDA to levels akin to Q4 2025, erstwhile Timberlands generated $50 cardinal successful net and $114 cardinal successful adjusted EBITDA. The institution reiterated full-year interest harvest volumes of astir 35.5 cardinal tons and returned $766 cardinal to shareholders successful 2025, including $160 cardinal successful buybacks, portion expanding its basal dividend by 5%. It besides completed a $1 cardinal repurchase programme and authorized a caller $1 cardinal plan, alongside breaking crushed connected a caller TimberStrand installation successful Arkansas and continuing operational ratio initiatives. With disciplined superior allocation, beardown shareholder returns, and leverage to improving timber pricing, Weyerhaeuser offers charismatic vulnerability to a cyclical betterment successful wood products markets.

Founded successful 1900 and headquartered successful Seattle, Weyerhaeuser Company (NYSE:WY) is 1 of the world’s largest backstage timberland owners and a starring shaper of lumber, oriented strand board, plywood, and engineered wood products.

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