Weyerhaeuser stock falls 4.87 percent as outlook weakens

Published on 09/25/2026 at 11:39 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Weyerhaeuser stock posted USD 162 million in Q2 2026 net earnings versus USD 87 million in Q2 2025. JPMorgan cut its target from USD 31 to USD 28 on September 3, 2026.

Sägewerk mit gestapelten Baumstämmen und Forstmaschine im Nadelwald bei Sonnenuntergang — Weyerhaeuser Co. (ISIN US9621661043) betreibt große Sägewerke und nachhaltige Forstwirtschaft in weitläufigen Nadelwäldern, Illustration mit AI erstellt.

Weyerhaeuser (ISIN US9621661043) fell 4.87 percent to USD 20.14 on the NYSE on September 24, 2026, after a company outlook update pointed to weaker Wood Products profitability in the third quarter. The move leaves the stock only USD 0.01 above its 52-week low of USD 20.13, while market capitalization stood at USD 14.52 billion.

September 24 outlook weakens

Stock Titan reported on September 24, 2026, that Weyerhaeuser lowered its third-quarter Wood Products outlook versus the second quarter, excluding changes in lumber and oriented strand board realizations. Higher fuel costs and a mix shift in engineered wood products were cited as the main reasons for the change.

The Timberlands and Strategic Land Solutions outlooks were unchanged in the same September 2026 update. Strategic Land Solutions remains tied to project timing, while the Wood Products division faces a sharper split between lumber performance and weaker OSB realizations.

Q2 earnings rose on timber sales

In the quarter ended June 30, 2026, Weyerhaeuser reported USD 1.867 billion in net sales and USD 162 million in net earnings, versus USD 1.884 billion and USD 87 million in Q2 2025, respectively, according to MetaTrader. Net earnings therefore increased 86 percent year over year, while net sales declined 1 percent.

Operating income rose 25 percent to USD 223 million from USD 178 million. The report attributed much of the earnings increase to a USD 71 million gain on the sale of Oregon timberlands, making the quality of the earnings mix important for the next quarter.

JPMorgan target now USD 28

MarketBeat reported on September 3, 2026, that JPMorgan Chase & Co. lowered its Weyerhaeuser price target from USD 31.00 to USD 28.00 while retaining an Overweight rating. The target revision matters because it followed a strong Q2 earnings comparison but arrived before the September outlook update.

Stock sits near yearly low

Weyerhaeuser stock stood at USD 20.14 on the NYSE on September 24, 2026, with a daily change of minus 4.87 percent. The session volume was 8,663,932 shares, and the 52-week range was USD 20.13 to USD 27.75.