WEYERHAEUSER CO · REIT (real estate trust)

WY

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The short version

A profitable company with steady sales. Institutions are adding.

Going well

Pays a 4.3% dividend yield
Profitable
Brings in more cash than it spends

Money moves

No insider buying or selling in the last 30 days
Institutions added 10% to their holdings in the quarter ending June 2026 (420 bought, 385 sold)
Held by Ray Dalio (Bridgewater)

Facts from SEC filings, not a recommendation.

What the price means

Price as of Oct 26

$19.58+0.5% that day

Company value: $14.1B; Share price times all shares
Price vs profit (P/E): 29.7x; You pay about $30 for each $1 of yearly profit
Price vs sales: 2.1x; Company value is 2.1 times a year of sales
Dividend yield: 4.3%; Yearly dividend as a share of today's price
Cash vs value: 4%; Cash as a share of company value
Debt vs value: 39%; Debt as a share of company value

From WY's last IEX trade and its SEC filings (profits and sales over the last four quarters). A starting point for research, not a verdict.

The business over time

Last 12 quarters, from SEC filings

Sales, Jun '26

$1.9B-0.9% vs a year earlier

Sep '23Tap a barJun '26

Last 12 months: $6.9B, down 2.6% from the 12 months before. Over 5 years, sales shrank about 1.7% a year.

What the price assumes

Your guesses, our math

Move the sliders to your own view of WY. Starting points are the company's recent numbers.

Sales growth-3% a yearRecently: -2.6% a yearProfit margin7%Last 12 months: 6.9%P/E at the end30xToday: 29.7x. Many steady companies trade at 12x to 25xShare count change-1% a yearBelow zero means buybacks; above zero means new shares (dilution)

Sales in 5 years$5.9B

Profit in 5 years$412M

Price these guesses point to$18.03-7.9% vs $19.58 todayAbout -1.6% a year, before dividends

What today's price needs: with a 7% margin and a 30x P/E, sales could shrink about 1.4% a year for 5 years and still match today's price.

Simple math on your guesses, not a forecast or a price target. Real results depend on many things these sliders leave out.

Price

Price chart by TradingView.

Business quality

The checklist Warren Buffett-style investors use. Annual numbers for 2025.

2/7Weak

MissReturn on equity 15%+Earns a lot on the money owners have in the business.3.4%
MissDebt under half of equityNot relying on borrowed money.0.59x equity
MissNet margin 10%+Keeps at least 10 cents of profit from each dollar of sales.4.7%
MissProfitable every yearSteady profits, not one good year.9 of 10 years
PassFree cash flow positiveBrings in more cash than it spends to run and grow.$562.0M
PassShare count not growingNot diluting owners. Falling means buybacks.-2.6% in 3 years
MissGross margin 40%+Pricing power: sells for well above what it costs to make.14.8%

Revenue: $6.9B; -3.1% vs prior year
5-year growth: -1.7%/yr; revenue, per year
Total debt: $5.6B; 0.59x equity
Current ratio: 1.29x; short-term assets / bills due

From annual reports filed with the SEC. A checklist is a starting point for research, not a verdict.