WY - Weyerhaeuser Company
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.
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.
Shares of Weyerhaeuser Company (NYSE: WY - Get Free Report) reached a new 52-week low during trading on Monday. The stock traded as low as $18.31 and last traded at $18.3380, with a volume of 378759 shares changing hands. The stock had previously closed at $18.47. Analyst Upgrades and Downgrades Several brokerages have commented on WY.
Weyerhaeuser (WY) trades near its 52-week low, pricing its timberland portfolio at a steep discount to recent transaction values. I estimate fair value at $24–$29 per share, 30–57% above current levels, based on mid-cycle EBITDA and conservative land appraisals. Dividend coverage is weak—recent Adjusted FAD covers only 59% of the $0.84 base dividend, with land sales bridging the gap.
Dividend stocks are under pressure from rising long-term interest rates. What matters most in the near term is where interest rates are headed next. I detail the factors at play and where I think the best risk-adjusted places to allocate capital today are.
While I am a big believer in a certain degree of diversification, I have significantly overweighted my portfolio in 3 investments. These investments are targeting 2 major macro tailwinds that should help drive superior long-term risk-adjusted performance in these picks. I detail the three investments that I am betting big on, as well as the risks.
Leading blue-chip dividend machines have recently sold off quite aggressively. I detail several reasons why I am very happy about this development. I also share how I am taking advantage of the sell-off, including some of my favorite investments right now.
Webcast and conference call on October 30 at 7 a.m. PT (10 a.m.
Many investors are growing increasingly complacent. I detail three very big mistakes that I am seeing a lot of investors make right now. I discuss why bonds may be riskier than they seem, historically cheap-looking high-yield securities may not be nearly as undervalued as they seem, and many investors are overpaying for outperformers.
Drayton Valley, Alberta, selected to receive multi-year investment through the company's Thrive program SEATTLE, Sept. 21, 2026 /PRNewswire/ -- Weyerhaeuser Company (NYSE: WY) today announced a commitment to invest $1 million in Drayton Valley, Alberta, through the company's Thrive program.
REITs have evolved into a larger, more diversified, and better-capitalized asset class, now less sensitive to Treasury yields than in prior cycles. Modern REITs feature lower leverage (34.4% debt), predominantly fixed-rate, long-maturity debt, and strong liquidity, supporting resilience amid higher rates. Supply constraints and rising replacement costs create durable moats for select REIT sectors, especially those with HALO (Heavy Assets, Low Obsolescence) characteristics.
Building a $100,000 dividend snowball is foundational for financial security and passive income. I detail how I would go about doing so in today's rising rate environment. I also share some specific picks and how to allocate capital on a percentage basis to build the snowball.
California State Teachers Retirement System raised its holdings in shares of Weyerhaeuser Company (NYSE: WY) by 2,980.6% in the undefined quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 25,524,804 shares of the real estate investment trust's stock after purchasing an additional 24,696,247 shares
Hsbc Holdings PLC boosted its stake in Weyerhaeuser Company (NYSE: WY) by 23.0% during the undefined quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 1,636,104 shares of the real estate investment trust's stock after acquiring an additional 305,983 shares during the quarter. Hsbc
Nykredit A S acquired a new stake in Weyerhaeuser Company (NYSE: WY) during the undefined quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund acquired 86,620 shares of the real estate investment trust's stock, valued at approximately $2,074,000. A number of other large investors also recently
Weyerhaeuser remains a hold as housing market weakness and high rates delay recovery, but results appear to be bottoming. Elevated mortgage rates and construction capacity constraints suppress lumber demand, with recovery likely slow and drawn out into 2027. WY's leverage exceeds 5x, constraining buybacks and prioritizing debt reduction; dividend yield of 3.7% remains secure.
Weyerhaeuser (NYSE: WY - Get Free Report) and Smartstop Self Storage REIT (NYSE: SMA - Get Free Report) are both real estate companies, but which is the superior investment? We will contrast the two businesses based on the strength of their institutional ownership, valuation, dividends, profitability, earnings, analyst recommendations and risk. Earnings and Valuation This table compares
Adelante Capital Management LLC bought a new position in Weyerhaeuser Company (NYSE: WY) during the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm bought 64,703 shares of the real estate investment trust's stock, valued at approximately $1,549,000. Other hedge
SEATTLE, Aug. 13, 2026 /PRNewswire/ -- Weyerhaeu ser Company (NYSE: WY) today announced that its board of directors declared a quarterly base cash dividend of $0.21 per share on the common stock of the company, payable in cash on September 18, 2026, to holders of record of such common stock as of the close of business on September 4, 2026. Under Weyerhaeuser's cash return framework, the company expects to supplement its quarterly base cash dividend, as appropriate, with an additional return of variable cash to achieve a targeted total return to shareholders of 75 to 80 percent of annual Adjusted Funds Available for Distribution (Adjusted FAD).
Assenagon Asset Management S.A. grew its holdings in shares of Weyerhaeuser Company (NYSE: WY) by 524.8% in the undefined quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 176,165 shares of the real estate investment trust's stock after purchasing an additional 147,971