WY at a glance
Weyerhaeuser (WY, SEC CIK 106535) filed its latest 10-K annual report on February 13, 2026, a 10-Q quarterly report on July 31, 2026, an 8-K current report on September 24, 2026 and Form 4 insider filings as recently as June 4, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), Weyerhaeuser (WY) reported revenue of $6.9 billion (down 3.1% from FY2024) and net income of $324.0 million. Diluted EPS was $0.45.
- As of June 30, 2026, 43 institutional investment managers tracked by SignalX reported holding Weyerhaeuser (WY) shares worth $7.7 billion in 13F-HR filings.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $6.9B
- −3.1% vs prior year
- Insiders · 90 days
- 0 buys · 0 sells
- No open-market trades
- 13F holders
- 43 funds
- $7.7B · +1 vs prior quarter
- Latest 8-K
- Sep 24, 2026
- Item 7.01
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Business Overview
- Core business model: Timberlands ownership, sustainable forestry, wood products manufacturing
- No new products, services, or segments introduced or emphasized this year
- Maintained existing corporate governance and ethics structure with no noted strategic shifts
- Independent auditor KPMG LLP retained, consistent engagement with prior years
- Emphasis on public disclosure compliance, including Code of Ethics updates via company website
Risk Factors
- Regulatory/legal risk: Section 232 U.S. tariff on lumber impacting lumber prices and supply dynamics implemented in October 2025
- Geopolitical/macro risk: 7.4% YTD decline in Japanese housing starts through Dec 2025 due to new building permit rules from April 1, 2025
- Operational/supply chain risk: 14% Q4 2025 lumber production drop from mill curtailment and sale of Princeton sawmill (Q3 2025)
- Competitive/market disruption risk: OSB sales declined $217 million (25% lower prices) due to weak demand and home construction slowdown
- Financial/structural risk: $145 million noncash pension settlement charge in 2025 increased non-operating costs and cut net earnings by $72 million
AI summary of the WY 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Q2 revenue $1,867M vs $1,884M, down $17M or 1% YoY
- Operating income $223M vs $178M, up $45M or 25% YoY
- Timberlands strongest segment: operating income $130M vs $88M, up $42M or 48%
- Strategic Land Solutions weakest: net sales $140M vs $154M, down $14M or 9%
- Housing and trade uncertainty, elevated mortgage rates, inflation and tariffs remained near-term headwinds
Risk Factors
- No material changes to risk factors from the 2025 Form 10-K
- Regulatory and compliance risks remain unchanged from the prior annual filing
- Operational and market risks remain unchanged from the prior annual filing
- Financial risks remain unchanged from the prior annual filing
- Repurchase authorization $918 million remaining as of June 30, 2026
AI summary of the WY 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 7.01: Regulation FD Disclosure
- Weyerhaeuser updated its previously disclosed third-quarter 2026 outlook on September 24, 2026
- Presentation materials posted for investor discussions, potentially signaling changes to near-term operating expectations
Item EX-99.1: Item EX-99.1
- Investor presentation targets $1.5B incremental Adjusted EBITDA by 2030 versus 2024 baseline, increasing long-term earnings expectations
- Growth roadmap includes $1B of line-of-sight initiatives, spanning Timberlands, Strategic Land Solutions, Wood Products and enterprise programs
Item 7.01: Regulation FD Disclosure
- Investor presentation posted August 27, 2026 for discussions with the investment community
- Exhibit 99.1 contains management’s presentation materials and may include updated strategic or operating commentary
Item 2.02: Results of Operations and Financial Condition
- Q2 2026 results for quarter ended June 30, 2026, scheduled for release July 30, 2026
- Earnings release and supplemental exhibit furnished as Exhibits 99.1 and 99.2
Item EX-99.1: Item EX-99.1
- Q2 net earnings $162M, or $0.23 per diluted share, versus $87M and $0.12 year over year
- Earnings before special items $91M, or $0.13 per share, up from $77M in Q1
AI summaries of WY 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for WY
Don't miss the next WY filing
- Alerts as it files. A push when WY files an 8-K or an insider trades.
- Fund moves. Which tracked funds opened, added or cut WY, by share count.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Chaney Brian K | F | Jun 3, 2026 | 3,491 | $24.39 |
| Wold David M | F | May 16, 2026 | 1,062 | $22.68 |
| Merriwether Deidra C | A | May 15, 2026 | 7,832 | - |
| Williams Kim | A | May 15, 2026 | 7,832 | - |
| HOLLEY RICK R | A | May 15, 2026 | 11,531 | - |
| BECKWITT RICHARD | A | May 15, 2026 | 7,832 | - |
| PIASECKI NICOLE WEYERHAEUSER | A | May 15, 2026 | 7,832 | - |
| Emmert Mark A | A | May 15, 2026 | 7,832 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $7.1B | $6.9B |
| Gross Profit | $1.7B | $1.3B | $1.0B |
| Operating Income | - | $685.0M | $731.0M |
| Net Income | $839.0M | $396.0M | $324.0M |
| Gross Margin | - | 18.4% | 14.8% |
| Op. Margin | - | 9.6% | 10.6% |
| Net Margin | - | 5.6% | 4.7% |
| Balance Sheet | |||
| Total Assets | - | $16.5B | $16.6B |
| Equity | $10.2B | $9.7B | $9.4B |
| ROE | 8.2% | 4.1% | 3.4% |
| Per Share | |||
| EPS | $1.15 | $0.54 | $0.45 |
| Cash Flow | |||
| Operating CF | - | $1.0B | $562.0M |
Source: XBRL data in Weyerhaeuser (WY)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate WY share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 43 | $7.74B |
| Q1 2026 | 42 | $7.91B |
| Q4 2025 | 39 | $8.25B |
| Q3 2025 | 39 | $9.24B |
| Q2 2025 | 38 | $9.31B |
| Q1 2025 | 37 | $7.49B |
| Q4 2024 | 35 | $6.29B |
| Q3 2024 | 31 | $3.25B |
- BlackRock+2.10M (+3%)
- BNY Mellon+1.87M (+11%)
- AQR Capital Management+1.79M (+137%)
- State Street Corp+1.11M (+3%)
- Goldman Sachs Group+1.08M (+36%)
- T. Rowe Price Group−9.07M (-67%)
- COHEN & STEERS, INC.−1.31M (-7%)
- Ameriprise Financial−726.6K (-81%)
- Millennium Management−591.3K (-35%)
- Citadel Advisors LLC−483.2K (-20%)
Source: 13F-HR filings on SEC EDGAR (aggregated from 304 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
WY filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 8-K | Sep 24, 2026 | - | Analysis | - |
| 8-K | Aug 27, 2026 | - | Analysis | - |
| 10-Q | Jul 31, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Jul 30, 2026 | - | Analysis | - |
| 8-K | Jun 25, 2026 | - | Analysis | - |
| 4 | Jun 4, 2026 | - | - | |
| 8-K | May 28, 2026 | - | Analysis | |
| 8-K | May 20, 2026 | - | Analysis | |
| 4 | May 19, 2026 | - | - | |
| 4 | May 19, 2026 | - | - | |
| 4 | May 19, 2026 | - | - | |
| 4 | May 19, 2026 | - | - | |
| 4 | May 19, 2026 | - | - | |
| 4 | May 19, 2026 | - | - | |
| 4 | May 19, 2026 | - | - | |
| 4 | May 19, 2026 | - | - | |
| 4 | May 19, 2026 | - | - | |
| 4 | May 18, 2026 | - | - | |
| 4 | May 12, 2026 | - | - | |
| 4 | May 12, 2026 | - | - | |
| 4 | May 12, 2026 | - | - | |
| 4 | May 12, 2026 | - | - | |
| 4 | May 12, 2026 | - | - | |
| 4 | May 12, 2026 | - | - | |
| 4 | May 12, 2026 | - | - |
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WY SEC filings: frequently asked questions
Which institutions hold WY stock?
As of June 30, 2026, the largest Weyerhaeuser (WY) holders among the 13F filers tracked by SignalX were BlackRock ($1.7 billion), Vanguard Portfolio Management LLC ($1.5 billion), Vanguard Capital Management LLC ($1.1 billion), State Street Corp ($821.1 million), BNY Mellon ($469.0 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was WY's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), Weyerhaeuser (WY) reported revenue of $6.9 billion (down 3.1% from FY2024) and net income of $324.0 million. Diluted EPS was $0.45. The figures come from the XBRL data in the 10-K.
What are the main risks in WY's latest 10-K?
In the 10-K filed February 13, 2026, Weyerhaeuser (WY) flagged: Regulatory/legal risk: Section 232 U.S. tariff on lumber impacting lumber prices and supply dynamics implemented in October 2025. Geopolitical/macro risk: 7.4% YTD decline in Japanese housing starts through Dec 2025 due to new building permit rules from April 1, 2025. (AI summary of the Risk Factors section.)
What did WY report in its latest 8-K?
Weyerhaeuser (WY) filed an 8-K on September 24, 2026 reporting Item 7.01 (Regulation FD Disclosure). Weyerhaeuser updated its previously disclosed third-quarter 2026 outlook on September 24, 2026.
What are the latest WY SEC filings?
Weyerhaeuser (WY) filed its latest 10-K annual report on February 13, 2026, a 10-Q quarterly report on July 31, 2026, an 8-K current report on September 24, 2026 and a Form 4 insider filing on June 4, 2026.
What is WY's SEC CIK number?
Weyerhaeuser (WY)'s SEC Central Index Key (CIK) is 106535. EDGAR lists every WY filing under that number.
Ask anything about WY
The research agent reads WY's filings, financials, insider trades and 13F holders, then answers with sources.