Professional
Added to YB: 2026-04-29
Pitch date: 2026-04-24
WY [bullish]
Weyerhaeuser Company
-0.52%
current return
Author Info
No bio for this author
Company Info
Weyerhaeuser Company, one of the world's largest private owners of timberlands, began operations in 1900.
Market Cap
$18.0B
Pitch Price
$24.95
Price Target
N/A
Dividend
3.36%
EV/EBITDA
31.88
P/E
55.87
EV/Sales
3.38
Sector
Specialized REITs
Category
turnaround
O'Keefe Stevens Advisory Added On Position: Weyerhaeuser Company
WY (added to position): Softwood lumber ending 3+ yr downturn as Canadian supply offline (West Fraser closed 4 mills Q4, Canfor shut Polar/Houston), 45.16% tariffs on Canadian imports, lean inventories. Lumber prices up, Jan 2026 starts beat at 1.487M SAAR. WY adds liquid exposure + 10.4M acre timberland, investment-grade balance sheet, REIT structure, 2030 plan targets +$1.5B incremental EBITDA.
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