JP Morgan Rates Weyerhaeuser (WY) buy, $31 Price Target

JP Morgan reiterated its buy rating on Weyerhaeuser Company (NYSE:WY) on June 29, 2026, setting a price target of $31. This comes as the company's shares traded at $25.31 on Monday.

Other Institutional Activity in Weyerhaeuser

Several other major institutional investors have also adjusted their positions in Weyerhaeuser. BlackRock, Inc. increased its holdings by 706,331 shares, ending with 67.36 million shares valued at approximately $1.65 billion, reflecting a 1.1% increase. Vanguard Portfolio Management LLC initiated a new position, acquiring 61.1 million shares worth about $1.49 billion. Vanguard Capital Management LLC also opened a new stake, holding 46.94 million shares valued at $1.15 billion. First Eagle Investment Management, LLC boosted its holdings by 8.67 million shares, bringing its total to 46.29 million shares with a value of $1.13 billion, a 23.1% increase. Conversely, Wellington Management Group LLP reduced its stake by 3.24 million shares, now holding 38.14 million shares valued at $931.67 million, a 7.8% decrease.

Weyerhaeuser Company Stock Up 12.8%

On Monday, Weyerhaeuser's stock traded at $25.31. The company, with a market capitalization of $18.25 billion, has a P/E ratio of 45.2 and a forward P/E of 36.3. Its beta is 0.912, indicating less volatility compared to the market. Over the past year, the stock has seen a low of $21.16 and a high of $27.75. The company's 50-day moving average is $24.25, while the 200-day moving average stands at $24.21. Weyerhaeuser maintains a current ratio of 1.418 and a quick ratio of 0.663, with a debt-to-equity ratio of 57.729.

Recent Earnings

In 2025, Weyerhaeuser reported revenue of $6.87 billion, though it experienced a slight decline with a revenue growth rate of -2%. The company's earnings per share (EPS) stood at $0.56, with a net margin of 5.78% and a return on equity (ROE) of 4.16%. The next earnings report is scheduled for July 30, 2026.

Dividend

Weyerhaeuser offers an annual dividend rate of $0.84, yielding 3.32%. The dividend payout ratio is 1.5, indicating the company returns more to shareholders than it earns, which is common for REITs.

Insider Buying and Selling at Weyerhaeuser Company

Recent insider activity at Weyerhaeuser includes several transactions. On June 3, 2026, Senior Vice President Brian Chaney sold 3,491 shares at an average price of $24.39. Earlier, on May 16, 2026, Senior Vice President & CFO David Wold sold 1,062 shares at $22.68. Meanwhile, on May 15, 2026, Kim Williams purchased 5,222 shares at $22.98, and James Calvin O'Rourke acquired 12,758 shares at an average price of $8.87. Additionally, Sara Grootwassink Lewis and Richard Beckwitt each bought 7,832 shares with no disclosed price.

Analysts Set New Price Targets

On June 29, 2026, JP Morgan maintained its buy rating on Weyerhaeuser with a price target of $31. DA Davidson also kept its buy rating with a similar target of $31 on May 4, 2026. Citigroup maintained a buy rating with a $32 target on February 13, 2026. The consensus target price among analysts is approximately $31.18, based on 11 opinions.

About Weyerhaeuser Company

Weyerhaeuser Company, headquartered in Seattle, Washington, is a major player in the real estate sector, specifically within the REIT - Specialty industry. Founded in 1900, the company is one of the largest private owners of timberlands, managing over 10 million acres in the U.S. and Canada. It is known for sustainable practices and is a leading manufacturer of wood products in North America. Weyerhaeuser also engages in real estate, energy, and natural resources sectors.

Bottom Line

JP Morgan's reiteration of a buy rating for Weyerhaeuser with a $31 price target highlights continued confidence in the company's performance. Weyerhaeuser's diverse operations and commitment to sustainability make it a notable player in the real estate sector. Investors often track these ratings to gauge market sentiment, though it's important to remember that analyst ratings are forward-looking opinions.