RBC Capital Cuts Weyerhaeuser (WY) Price Target to $25

RBC Capital reiterated its Outperform rating on Weyerhaeuser Company (NYSE: WY) on October 16, 2026, while lowering its price target to $25 from $30. The stock is currently trading at $19.60.

RBC Capital's Call on Weyerhaeuser

RBC Capital maintained its Outperform rating for Weyerhaeuser, adjusting the price target down to $25. This change reflects ongoing adjustments in market conditions, although the new target still suggests upside potential given the current share price.

Other Institutional Activity in Weyerhaeuser

Several institutional investors have recently adjusted their positions in Weyerhaeuser. Blackrock Inc. increased its holdings by 2,101,730 shares, bringing its total to approximately 69.5 million shares worth about $1.36 billion. First Eagle Investment Management, LLC added 4,884,138 shares, totaling around 51.2 million shares valued at about $1.00 billion. Wellington Management Group, LLP also increased its stake by 5,438,184 shares, ending with approximately 43.6 million shares worth about $852.5 million. In contrast, Vanguard Portfolio Management LLC trimmed its holdings by 372,780 shares, reducing its position to about 60.7 million shares valued at around $1.19 billion.

Weyerhaeuser Company Stock Down 7.6%

As of the latest published report, Weyerhaeuser's shares trade at $19.60, well below its 200-day moving average of $24.28. The stock is near its 52-week low of $20.98, indicating potential volatility and investor caution in the current market environment.

Recent Earnings

Weyerhaeuser Company reported revenue of about $6.85 billion, but it experienced a slight decline in revenue growth of -0.9%. The company's earnings per share (EPS) stands at $0.66, with a net margin of approximately 6.9%. The next earnings report is scheduled for October 29, 2026.

Insider Buying and Selling at Weyerhaeuser Company

Recent insider activity includes several purchases. Director Richard Beckwitt bought 20,000 shares for a total of $514,000 on February 19, 2026. Director O'Rourke James Calvin purchased 4,000 shares valued at $101,400 on February 20, 2026. Additionally, Officer Chaney Brian K sold 11,157 shares for a total of $288,037 on February 3, 2026, while Director Lewis Sara Grootwassink bought 4,500 shares for $106,226 on December 17, 2025.

Analysts Set New Price Targets

On October 14, 2026, B of A Securities upgraded Weyerhaeuser to a Buy rating with a target price of $25, down from $28. Truist Securities maintained its Hold rating with a target of $24, also down from $28. On October 5, 2026, Citigroup kept its Buy rating but lowered its target to $21 from $29. Overall, the consensus among analysts is a target mean price of $31.00 based on 11 opinions.

About Weyerhaeuser Company

Weyerhaeuser Company, headquartered in Seattle, WA, is one of the largest private owners of timberlands. Since 1900, it has managed over 10 million acres of timberland in the U.S. and additional public timberlands in Canada. This extensive ownership plays a key role in its operations and financial performance, impacting investor sentiment and market evaluations.

Bottom Line

Going forward, keep an eye on Weyerhaeuser's performance as it prepares for its upcoming earnings report on October 29, 2026. The recent 13F filings may not reflect the latest trading decisions, so investors should be aware of potential updates in institutional positions.