RBC cuts Weyerhaeuser target to USD 25 for Weyerhaeuser stock

Published on 10/18/2026 at 13:47 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Second-quarter revenue reached USD 1.87 billion on June 30, 2026. Weyerhaeuser stock has results due October 29, 2026 after the market close.

Analyst view and reporting date

RBC Capital cut its Weyerhaeuser target to USD 25.00 from USD 30.00 on October 16, 2026.
Second-quarter revenue reached USD 1.87 billion and net income was USD 162.00 million on June 30, 2026.
Weyerhaeuser will release third-quarter 2026 results on October 29, 2026.

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Weyerhaeuser (ISIN US9621661043) drew a fresh target cut from RBC Capital to USD 25.00 from USD 30.00 on October 16, 2026. According to Markets Insider, the bank retained an Outperform rating in its third-quarter earnings preview.

RBC keeps an Outperform view

The target reduction equals a 16.67 percent cut from USD 30.00 and leaves the new target USD 5.00 above the last NYSE quote of USD 19.61 on October 16, 2026. RBC linked its view to reasonable valuations, North American price increases and the possibility of better margins in 2027, while pointing to higher mortgage rates as a tactical risk.

Three dated company developments

On July 30, 2026, Weyerhaeuser reported second-quarter revenue of USD 1.87 billion, consolidated net income of USD 162.00 million and diluted earnings per share of USD 0.23 for the period ended June 30, 2026. On October 8, 2026, TimberHP announced a strategic partnership giving Weyerhaeuser U.S. commercialization and distribution rights for two insulation products, TimberBatt and TimberBoard, within the lumber and building materials channel, according to TimberHP. On October 16, 2026, RBC Capital lowered its target from USD 30.00 to USD 25.00 while keeping Outperform, as reported by Markets Insider.

What does the target cut mean?

The lower target puts more weight on near-term housing and financing pressure even as Weyerhaeuser delivered USD 162.00 million of second-quarter net income, compared with USD 87.00 million in the prior-year quarter, according to Markets Insider. The next test is whether the company can sustain earnings while mortgage rates and variable costs weigh on construction demand.

Results arrive October 29

Weyerhaeuser will release third-quarter 2026 results on October 29, 2026, after the market closes, and will hold its webcast and conference call on October 30, 2026, at 10:00 a.m. ET, according to the company's investor release at Weyerhaeuser. The figures will show whether the second-quarter revenue base of USD 1.87 billion held up through the summer.

NYSE quote and investor reference

The last NYSE quote was USD 19.61 on October 16, 2026 at 4:00 p.m. ET. The company reported USD 6.90 billion in fiscal-year 2025 net sales and owns or controls more than 10 million acres of timberlands, according to the same company release.