9 Best Lumber Stocks to Invest in Now

6. Weyerhaeuser Company (NYSE:WY)

Number of Hedge Fund Holders: 29

Market Capitalization: $19.54 billion

On February 2, Truist raised its price target on Weyerhaeuser Company (NYSE:WY) to $29 from $28 while maintaining a Hold rating. The firm noted that lighter fourth-quarter volumes were largely timing-related, as the company accelerated harvest activity into the summer ahead of weaker log pricing. According to the analyst, management’s guidance for first-quarter EBITDA to be comparable quarter over quarter reflects lower realizations and volumes, with harvest deferrals positioned to benefit from improved log pricing later in the year.

During its January 29 earnings call, Weyerhaeuser Company (NYSE:WY) guided Q1 2026 Timberlands earnings and adjusted EBITDA to levels similar to Q4 2025, when Timberlands generated $50 million in earnings and $114 million in adjusted EBITDA. The company reiterated full-year fee harvest volumes of approximately 35.5 million tons and returned $766 million to shareholders in 2025, including $160 million in buybacks, while increasing its base dividend by 5%. It also completed a $1 billion repurchase program and authorized a new $1 billion plan, alongside breaking ground on a new TimberStrand facility in Arkansas and continuing operational efficiency initiatives. With disciplined capital allocation, strong shareholder returns, and leverage to improving timber pricing, Weyerhaeuser offers attractive exposure to a cyclical recovery in wood products markets.

Founded in 1900 and headquartered in Seattle, Weyerhaeuser Company (NYSE:WY) is one of the world’s largest private timberland owners and a leading manufacturer of lumber, oriented strand board, plywood, and engineered wood products.