Weyerhaeuser management check
WY · Real Estate · Timber REITs · CEO Mr. Stockfish
Filings as of
3 good · 2 to watch · 1 flagged, across the seven questions below.
- Watch
Have owners done well?
Trailed its chosen peers$100 invested at the start of fiscal 2021 grew to $86, against $102 for the peer group the company picked itself.
- Good
Does pay follow performance?
Pay rose and fell with returnsOver 5 years, the CEO's pay actually paid (equity valued at the share price) had a correlation of 0.74 with shareholder return. 1 means pay moved in step; below 0, the opposite way.
- Flag
What does the CEO cost owners?
4.3% of net income$14.0m of reported pay in fiscal 2025, against $324.0m of net income.
- n/a
Do they own the stock?
No recent CEO filingNo open-market insider buying or selling in the last six months.
- Good
Are owners being diluted?
Share count shrinkingDiluted shares changed -0.6% a year over the last three fiscal years. Stock-based pay was 0.6% of revenue in the latest year.
- Watch
Is leadership stable?
10 leadership filings in 3 yearsCEO in the pay table: Mr. Stockfish. 10 filings under 8-K item 5.02 (officers or directors leaving or joining, or new pay arrangements) in the last 3 years.
- Good
Are the books clean?
No red flags on fileNo restatements, auditor changes or late filings since 2021.
Against the S&P 500
Each check's score (0–100) and how it compares: the share of ranked S&P 500 companies it matches or beats, and the median in Real Estate.
| Check | Score | At or above | Sector median |
|---|---|---|---|
| Owner returns | 31 | 45 | |
| Pay for performance | 87 | 86 | |
| CEO cost | 0 | 23 | |
| Skin in the game | — | — | 32 |
| Dilution | 57 | 23 | |
| Stable leadership | 75 | 85 | |
| Clean books | 100 | 100 |
Closest peers
Nearest in rank in Real Estate, by management score. Weyerhaeuser is 19th of 29 in its sector.
- 312FRTFederal Realty Investment Trust60
- 341UDRUDR, Inc.59
- 342WELLWelltower59
- 347WYWeyerhaeuser58
- 358KIMKimco Realty57
- 360SBACSBA Communications57
Pay versus performance
From the proxy statement filed April 1, 2026. "Actually paid" values stock awards at the share price, so it rises and falls with the stock.
| Fiscal year | CEO | CEO pay | Actually paid | Other executives (avg) | $100 became | Peers | Net income |
|---|---|---|---|---|---|---|---|
| 2025 | Mr. Stockfish | $14.0m | $10.3m | $4.1m | $86 | $102 | $324.0m |
| 2024 | Mr. Stockfish | $13.0m | $4.5m | $3.7m | $99 | $106 | $396.0m |
| 2023 | Mr. Stockfish | $13.0m | $15.2m | $3.8m | $119 | $109 | $839.0m |
| 2022 | Mr. Stockfish | $13.0m | $6.6m | $3.7m | $101 | $95 | $1.9bn |
| 2021 | Mr. Stockfish | $12.7m | $17.0m | $4.0m | $127 | $117 | $2.6bn |
The board says pay is tied most to One-Year TSR relative. Its other key measures: Adjusted EBITDA, Relative Total Shareholder Return, Return on Net Assets (RONA).
Insiders and the CEO's stake
No open-market insider buying or selling in the last six months.
Leadership and governance on file
- May 20, 2026Leadership change8-K 5.02
- Feb 19, 2026Leadership change8-K/A 5.02
- Jan 27, 2026Leadership change8-K 5.02
- Nov 18, 2025Leadership change8-K 5.02
- Feb 21, 2025Leadership change8-K 5.02
- Jan 28, 2025Leadership change8-K 5.02
- Nov 12, 2024Leadership change8-K 5.02
- May 13, 2024Leadership change8-K 5.02
- Jan 24, 2024Leadership change8-K 5.02
- Nov 13, 2023Leadership change8-K/A 5.02
- Aug 3, 2023Leadership change8-K 5.02
- Jan 23, 2023Leadership change8-K 5.02
Latest shareholder vote results: May 20, 2026, including the say-on-pay vote.
Where the money went
Over 2021–2025: $6.1bn returned to owners in buybacks and dividends, 101% of net income, and $185.0m of pay in stock.
| Fiscal year | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|
| Revenue | $10.2bn | $10.2bn | $7.7bn | $7.1bn | $6.9bn |
| Net income | $2.6bn | $1.9bn | $839.0m | $396.0m | $324.0m |
| Stock-based pay | $30.0m | $33.0m | $36.0m | $43.0m | $43.0m |
| Buybacks | $100.0m | $543.0m | $131.0m | $154.0m | $160.0m |
| Dividends | $884.0m | $1.6bn | $1.2bn | $684.0m | $606.0m |
| Diluted shares | 751m | 743m | 732m | 729m | 724m |
Educational only, not investment advice. Figures are as filed with the SEC: pay from the proxy's pay-versus-performance table, capital allocation from 10-K XBRL data, insider trades from Form 4s over the last six months, events from the last 5 years of filings. The peer group is the one the company chose. See the method.