Citi Reaffirms Confidence in Weyerhaeuser (WY) with Higher Price Target


Weyerhaeuser Company (NYSE:WY) is included among the 14 Best Real Estate Stocks to Buy According to Hedge Funds.

Citi Reaffirms Confidence in Weyerhaeuser (WY) with Higher Price Target

On February 13, Citi raised its price recommendation on Weyerhaeuser Company (NYSE:WY) to $32 from $30. The firm kept its Buy rating on the stock, signaling continued confidence in the stock. Earlier in the month, on February 2, Truist also lifted its price objective slightly to $29 from $28 but maintained a Hold rating. The analyst explained that weaker fourth-quarter volumes were mainly due to timing, as the company had already pushed more sales into the summer months before log prices began to decline. Truist added that Weyerhaeuser’s Q1 EBITDA outlook, which calls for results to remain roughly flat quarter-over-quarter, reflects lower pricing and volumes. Management has chosen to hold back some activity for later in the year, when log prices are expected to improve.

On January 29, the company reported an adjusted loss of $0.09 per share for the quarter, compared with a profit of $0.11 per share a year earlier. The housing market remained a key headwind, as higher mortgage rates continued to keep many buyers on the sidelines in the second half of 2025. Pending home sales fell 3% from the prior year, reflecting weaker job growth and broader economic uncertainty.

Even so, Weyerhaeuser said its timberlands segment is expected to show modest improvement in early 2026, with slightly higher sales volumes and somewhat lower log and haul costs in the first quarter.

Weyerhaeuser Company (NYSE:WY) operates as a timberland-focused REIT and is one of the largest private timberland owners in North America. The company owns or controls about 10.4 million acres in the US and also manages additional timberlands in Canada under long-term agreements.

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