Marathon Asset Management 13F: Adds $2.5M to WY Stake

Marathon Asset Management boosted its stake in Weyerhaeuser Company (WY) by 133,601 shares in a filing on October 26, 2026.

The fund's reported value for all its holdings is about $1.26 billion, with Weyerhaeuser representing 0.85% of that total. This position ranks 41st among the 76 positions in Marathon's portfolio, showing a significant commitment to Weyerhaeuser.

WY Weyerhaeuser Company

$19.58 ▼ -15.53% year to date

1M 3M YTD

Daily close · Oct 26, 2026

Other Institutional Activity in Weyerhaeuser

First Eagle Investment Management, LLC increased its holdings by 4,884,138 shares, totaling 51,179,282 shares worth approximately $1.00 billion. Bank Of New York Mellon Corporation also added 1,871,053 shares, bringing its total to 19,589,359 shares valued at around $383.6 million. Meanwhile, Cohen & Steers Inc. trimmed its stake by 1,314,579 shares, now holding 17,960,772 shares valued at about $351.7 million.

Weyerhaeuser Company Stock Down 1.2%

Weyerhaeuser shares closed at $18.98 on October 21, 2026, and recently traded around $19.58. This recent price is above the closing price prior to the filing, showing a 3.2% increase since then. The stock has a dividend rate of $0.84, reflecting a payout ratio of 129.2%.

Recent Earnings

For the trailing twelve months, Weyerhaeuser reported revenue of approximately $6.85 billion and earnings per share (EPS) of $0.68. The company is set to announce its next earnings on October 29, 2026.

Insider Buying and Selling at Weyerhaeuser Company

In recent insider transactions, Director Sara Grootwassink Lewis bought 4,500 shares at an average price of $23.61 on December 17, 2025, totaling about $106,226. Additionally, Director Richard Beckwitt purchased 20,000 shares at $25.70 on February 19, 2026, valued at approximately $514,000.

Analysts Set New Price Targets

Analysts have maintained various ratings for Weyerhaeuser. On October 14, 2026, B of A Securities upgraded its rating to Buy with a target price of $25.00, while Citigroup maintained a Buy rating with a target of $21.00 on October 5, 2026. The consensus among analysts suggests a positive outlook for the stock.

About Weyerhaeuser

Weyerhaeuser Company is one of the largest private owners of timberlands in the world. Founded in 1900, the company controls over 10 million acres of timberlands in the U.S. and manages additional public timberlands in Canada. Its operations are centered in the real estate sector, specifically as a specialty REIT.

Bottom Line

Marathon Asset Management's increased investment in Weyerhaeuser reflects confidence in the company’s performance, especially with the upcoming earnings report. Investors will want to monitor the stock's performance and any future filings from Marathon, as well as the company's financial results due on October 29, 2026.