financetom
Personal Finance
financetom
/
Personal Finance
/
Research Alert: CFRA Maintains Hold Opinion On Shares Of Weyerhaeuser Company
News World Market Environment Technology Personal Finance Politics Retail Business Economy Cryptocurrency Forex Stocks Market Commodities
Research Alert: CFRA Maintains Hold Opinion On Shares Of Weyerhaeuser Company
Jul 27, 2025 10:06 PM

12:55 AM EDT, 07/28/2025 (MT Newswires) -- CFRA, an independent research provider, has provided MT Newswires with the following research alert. Analysts at CFRA have summarized their opinion as follows:

We maintain our 12-month target price at $26, 32.9x our 2026 EPS estimate, a discount to WY's three-year average forward P/E of 35.4x given WY's headwinds in the Wood Products segment with stagnant growth and profitability. We decrease our EPS estimates by $0.27 to $0.43 for 2025 and by $0.14 to $0.79 for 2026. Management believes Wood Products has faced headwinds from tariffs impacting profitability despite WY's cost structure advantages. Canada's import duties increasing from 14% to 34% will likely delay some purchases, but dealers will eventually need to re-stock inventories regardless of current tariff rates. We remain concerned that China's market demand may never fully return even if tariffs are eventually lifted. WY had 70% utilization rates for EWP (high 80s for Lumber) giving us confidence that when demand returns Wood Products segment profitability will return regardless of tariffs. Near-term, we now see increased profitability headwinds in 2H 2025 even if volumes increase Y/Y.

Comments
Welcome to financetom comments! Please keep conversations courteous and on-topic. To fosterproductive and respectful conversations, you may see comments from our Community Managers.
Sign up to post
Sort by
Show More Comments
Related Articles >
Research Alert: CFRA Lowers Opinion On Shares Of Vulcan Materials Company To Hold From Buy
Research Alert: CFRA Lowers Opinion On Shares Of Vulcan Materials Company To Hold From Buy
Jul 15, 2025
01:40 PM EDT, 07/15/2025 (MT Newswires) -- CFRA, an independent research provider, has provided MT Newswires with the following research alert. Analysts at CFRA have summarized their opinion as follows: We cut our 12-month target price by $57 to $254 on an EV/EBITDA of 15.8x our FY 25 EBITDA estimate, a discount to VMC's five-year average forward EV/EBITDA of 16.4x...
Research Alert: CFRA Retains Buy Opinion On Shares Of Citigroup Inc.
Research Alert: CFRA Retains Buy Opinion On Shares Of Citigroup Inc.
Jul 15, 2025
01:25 PM EDT, 07/15/2025 (MT Newswires) -- CFRA, an independent research provider, has provided MT Newswires with the following research alert. Analysts at CFRA have summarized their opinion as follows: We raise our target price by $17 to $110, applying a wider risk premium and a forward P/E of 11.5x our 2026 earnings estimate, in line with the five-year historic...
Research Alert: CFRA Retains Buy Opinion On Shares Of Citigroup Inc.
Research Alert: CFRA Retains Buy Opinion On Shares Of Citigroup Inc.
Jul 15, 2025
01:20 PM EDT, 07/15/2025 (MT Newswires) -- CFRA, an independent research provider, has provided MT Newswires with the following research alert. Analysts at CFRA have summarized their opinion as follows: We raise our target price by $17 to $110, applying a wider risk premium and a forward P/E of 11.5x our 2026 earnings estimate, in line with the five-year historic...
Research Alert: CFRA Keeps Hold Opinion On Shares Of Albertsons Companies, Inc.
Research Alert: CFRA Keeps Hold Opinion On Shares Of Albertsons Companies, Inc.
Jul 15, 2025
02:40 PM EDT, 07/15/2025 (MT Newswires) -- CFRA, an independent research provider, has provided MT Newswires with the following research alert. Analysts at CFRA have summarized their opinion as follows: We maintain our 12-month target at $22, based on 10.7x our FY 26 (Feb.) EPS estimate of $2.06 (trimmed from $2.07; FY 27 lowered to $2.20 from $2.24). This valuation...
Copyright 2023-2025 - www.financetom.com All Rights Reserved