In this article, we will list the 5 Best Land and Timber Stocks to Buy Now. Please visit 8 Best Land and Timber Stocks to Buy Now if you would like to see the extended list and the methodology behind it.
5. West Fraser Timber Co Ltd (NYSE:WFG)
Number of Hedge Fund Holders: 14
Stock Upside Potential: 19.50%
West Fraser Timber Co Ltd (NYSE:WFG) is one of the best land and timber stocks to buy now. The Street expects West Fraser stock to pop nearly 20% from its current level.
On May 7, West Fraser Timber Co Ltd (NYSE:WFG) tapped Kodiak AI, Inc. for an autonomous logging pilot that could help it address the problem of driver shortage. Kodiak builds AI-powered self-driving vehicles for industrial applications.
West Fraser will try out Kodiak AI-powered autonomous trucks for log-hauling operations in Alberta, Canada. The initial work will involve West Fraser using the self-driving trucks to transport timber from forest sites to a processing facility. This pilot project will inform West Fraser’s decision regarding the future deployment of Kodiak AI-powered trucks for commercial driverless operations.
Kodiak’s autonomous driving technology is designed to handle complex industrial trucking conditions. With driverless trucks, West Fraser sees an opportunity to address driver shortages, enhance the safety of its log-hauling operations, and improve the consistency of log supply to the mills. The pilot will begin later this year. West Fraser anticipates spending between $300 million and $350 million on capital expenditures in 2026.
West Fraser Timber Co Ltd (NYSE:WFG) is a Canadian wood products company, providing materials used in new home construction, repair, and remodeling. Its product range includes oriented strand board, lumber, fibreboard, plywood, and pulp.
4. Leggett & Platt Inc (NYSE:LEG)
Number of Hedge Fund Holders: 32
Stock Upside Potential: 24.46%
Leggett & Platt Inc (NYSE:LEG) is one of the best land and timber-adjacent stocks to buy now. While the company is not a timberland owner or lumber producer, it has exposure to wood-related end markets through its furniture, bedding, and residential furnishings components,
Leggett & Platt Inc (NYSE:LEG) reported its Q1 2026 results on May 7. The results showed revenue decreased 10% YoY to $918 million, and adjusted EPS dropped to $0.15 from $0.24 a year ago. The quarter was hurt by weak demand across the company’s businesses, adverse weather conditions that resulted in closures, and higher operating costs.
For now, the company is mitigating these pressures through various actions, including passing through price increases. But in the long term, the management sees the planned merger with Somnigroup as the future.
Leggett & Platt agreed to be acquired by Somnigroup in an all-stock transaction valued at $2.5 billion. The transaction is expected to close by the end of 2026, and Leggett & Platt shareholders would own roughly 9% of the combined company.
According to Leggett & Platt’s management, the merger would give the company’s shareholders an opportunity to participate in the future growth of a leading global company. Once the merger has been completed, Leggett & Platt will operate as a separate business unit of Somnigroup.
Leggett & Platt Inc (NYSE:LEG) designs and manufactures a wide variety of engineered components and products. It processes finished wood products for use in furniture and residential furnishings. The company was founded in 1883 and is based in Missouri.
3. Weyerhaeuser Co (NYSE:WY)
Number of Hedge Fund Holders: 38
Stock Upside Potential: 26.48%
Weyerhaeuser Co (NYSE:WY) is one of the best land and timber stocks to buy now. The Street expects Weyerhaeuser stock to jump more than 26% from its current level.
Weyerhaeuser Co (NYSE:WY) reported its Q1 2026 results on April 30. The company delivered $1.73 billion in net sales and $77 million in adjusted net earnings, translating to adjusted EPS of $0.11. These results exceeded expectations, as revenue had been forecast at $1.72 billion and EPS projected at $0.05.
Weyerhaeuser CEO Devin W. Stockfish said the company faced heightened macroeconomic uncertainty in Q1. But still, the company recorded adjusted EBITDA improvement across its business segments. The Strategic Land Solutions segment delivered strong earnings improvement, the Wood Products segment recorded solid recovery, and the Timberlands business maintained stable performance.
During the quarter, Weyerhaeuser advanced key growth initiatives in its Wood Products segment. Additionally, the company made progress on the actions to optimize its portfolio. These actions include the divestiture of some 108,000 acres of non-core timberlands in Virginia. This transaction was completed in February, and the company received $192 million.
Looking ahead, the management said the focus is on advancing the strategy to accelerate growth and deliver strong long-term value to shareholders.
Weyerhaeuser Co (NYSE:WY) is a timberland and wood products company. It owns more than 10 million acres of timberland in the U.S. and manages millions of acres in Canada.
2. UFP Industries Inc (NASDAQ:UFPI)
Number of Hedge Fund Holders: 28
Stock Upside Potential: 29.63%
UFP Industries Inc (NASDAQ:UFPI) is one of the best land and timber stocks to buy now. Analysts expect the stock to jump more than 29% from its current level.
UFP Industries Inc (NASDAQ:UFPI)’s Q1 2026 results, released on April 29, showed revenue slipped 8% YoY to $1.46 billion due to weak prices and unit sales. EPS of $0.89 declined from $1.30 a year ago. Earnings were impacted by higher fuel costs, adverse weather, and other factors. The company said rising input costs accounted for more than half of the decline in profit in the quarter.
While Q1 2026 did not go well for UFP Industries, the management believes the current headwinds will be temporary. The management further noted progress in managing costs and executing on strategies to position the company for long-term success.
On cost controls, the company says it is on track to deliver at least $25 million in cost outs by the end of 2026. At the same time, it is structurally lowering its cost base. On growth strategies, the management mentioned combining organic expansions with disciplined acquisitions, strengthening core businesses, and launching innovative products.
Michigan-based UFP Industries Inc (NASDAQ:UFPI) converts lumber into various value-added products. It manufactures, distributes, and sells a variety of products used in construction, packaging, and other industrial applications. The company operates three main business segments.
1. Boise Cascade Co (NYSE:BCC)
Number of Hedge Fund Holders: 37
Stock Upside Potential: 30.24%
Boise Cascade Co (NYSE:BCC) is one of the best land and timber stocks to buy now. Analysts see at least a 29% upside in the Boise Cascade stock from the current level. Boise Cascade reported its Q1 2026 results on May 4. It said total revenue fell 2% YoY to $1.5 billion. Net income slipped to $17.8 million, or $0.50 per share, compared with $40.3 million, or $1.06 per share, in the prior year. Adjusted EBITDA was $66.6 million.
At the segment level, the Building Materials Distribution business reported a 1% decline in sales to $1.39 billion. The segment’s EBITDA dropped 23% to $48.2 million. This segment was weighed down by a decrease in sales price and increases in selling and distribution expenses.
The Wood Products segment recorded a 4% drop in sales to $398.2 million. The segment’s EBITDA declined 20% to just under $32 million. Lower sales prices and higher costs affected this segment’s performance.
Boise Cascade CEO Jeff Strom said the results were impressive considering the company operated in a difficult demand environment. Strom noted that demand during the quarter was influenced by factors such as adverse weather, geopolitical events, and volatile mortgage rates. Looking ahead, Boise Cascade anticipates adjusted EBITDA in the band of $83 million to $115 million.
Boise Cascade Co (NYSE:BCC), based in Boise, Idaho, manufactures a wide variety of wood products and distributes building materials. Its product portfolio includes plywood, engineered wood products, and lumber. The company also supplies composite decking, roofing, siding, and doors.
While we acknowledge the potential of BCC to grow, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than BCC and that has 100x upside potential, check out our report about the cheapest AI stock.
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