Weyerhaeuser (WY) recently affirmed its shareholder payout policy. The board declared a quarterly base cash dividend of $0.21 per share, payable on September 18, 2026, to investors of record on September 4.
Following the dividend affirmation, Weyerhaeuser’s share price of $24.43 comes after a 7 day share price return of 3.47% and a year to date share price return of 2.65%, while the 1 year total shareholder return declined 3.35%. This suggests near term momentum but weaker longer term outcomes so far.
Compare Weyerhaeuser’s dividend profile and recent share performance with hand picked income ideas in the 12 dividend fortresses to see how other high yield stocks stack up.
After Weyerhaeuser’s recent uptick and dividend affirmation, some investors may feel pressure to act quickly. Others might prefer to wait. The next step is to test today’s price against the company’s current fundamentals.
Most Popular Narrative: 21.7% Undervalued
Weyerhaeuser's most followed narrative pegs fair value at $31.18 per share compared with the recent $24.43 close, which points to a sizeable valuation gap that hinges on specific growth and margin expectations.
The analysts have a consensus price target of $31.18 for Weyerhaeuser based on their expectations of its future earnings growth, profit margins and other risk factors.
However, there is a degree of disagreement amongst analysts, with the most bullish reporting a price target of $38.0, and the most bearish reporting a price target of just $27.0.
Want to see what is behind that valuation gap for Weyerhaeuser? The narrative centers on specific expectations for revenue trends, margins and the earnings multiple that investors may be willing to pay. Investors may want to consider which earnings trajectories and cash flow profiles would be consistent with that indicated fair value.
Result: Fair Value of $31.18 (UNDERVALUED)
Have a read of the narrative in full and understand what's behind the forecasts.
However, this Weyerhaeuser narrative could be knocked off course if weaker lumber demand or further international trade restrictions cut into volumes and pricing.
Find out about the key risks to this Weyerhaeuser narrative.
Next Steps
With both risks and rewards in play for Weyerhaeuser, the picture is mixed. Move quickly to review the data and shape your own view using the 4 key rewards and 3 important warning signs.
Looking for more Weyerhaeuser investment ideas?
If you want to stress test your view on Weyerhaeuser, compare it with other stocks that match different income, value and quality profiles.
- Start building a watchlist of resilient dividend payers by reviewing the income opportunities in the 12 dividend fortresses.
- Hunt for potential value opportunities that share solid fundamentals by scanning the 49 high quality undervalued stocks.
- Focus on financial strength first by checking companies with strong fundamentals in the list of solid balance sheet and fundamentals (51 results).
This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
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