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WY's third-quarter results are likely to reflect stronger lumber volumes and pricing, offset by higher costs and mixed segment performance.

The First Eagle U.S. Fund reported a 4.36% return for Q3 2026, outperforming the S&P 500. Read the full analysis for more details.

Weyerhaeuser (WY), Louisiana-Pacific (LPX) and other lumber and building products makers face flat-t

B of A Securities analyst George Staphos upgrades Weyerhaeuser (NYSE:WY) from Neutral to Buy and lowers the price target from $28 to $25.

Two REITs sit within a half-point of each other on yield, but one funds its dividend from locked-in contracts while the other depends on a commodity market that nobody can predict. Choosing the wrong one could quietly wreck a retirement income plan.
TimberHP, the first and only U.S. manufacturer of wood fiber insulation, today announced a strategic commercial partnership with Weyerhaeuser to expand the availability of high-performing wood-based building solutions across the U.S.

Michael Burry calls Anthropic's valuation a 'bubble,' noting it could buy 78 profitable S&P 500 companies like Domino's and Clorox.
Some landlords collect rent on properties their tenants can never relocate, from casino floors on the Las Vegas Strip to pistachio orchards in California, and the lease structures behind those deals reveal just how different specialty REITs can be from the real estate funds most investors know.
Lumber prices have declined since reaching a 2026 high of $664 per 1,000 board feet in July 2026. Now more than $100 lower in September, lumber prices are unlikely to rebound until 2027.
Baron Capital, an investment management company, released its Q2 2026 letter for the “Baron Real Estate Income Fund.” The Fund gained 12.18% (Institutional Shares) during the quarter, modestly outperforming the MSCI US REIT Index, which increased 11.84%. The letter can be downloaded here. Its long-term performance also remains strong, with Morningstar ranking it the #2 […]

Weyerhaeuser (WY) is back in focus after reporting second quarter 2026 net income of US$162 million, with earnings per share from continuing operations of US$0.23, compared with US$0.12 a year earlier. See our latest analysis for Weyerhaeuser. At a share price of US$25.58, Weyerhaeuser has recorded a 13.9% 30 day share price return and a 7.5% year to date share price return, while the 3 year total shareholder return has declined 15.1%. This suggests recent momentum has picked up after a...

Weyerhaeuser stock has delivered a decline of about 15.1% over the past three years, yet current valuation checks suggest the shares now sit closer to fair value rather than being clearly cheap or clearly expensive. The three year share price decline of about 15.1% signals that long term holders have seen value erode despite more recent short term gains. Future cash flow generation from Weyerhaeuser's timber and real estate assets can support the current price, while any setback in demand or...
Lumber pricing gains offset housing weakness as company reduces debt.

Lumber and engineered wood gains drive Weyerhaeuser's Q2 earnings beat, but OSB cost pressure and mixed guidance keep the recovery uneven.

