Insider Trading February 20, 2026

Weyerhaeuser Director Adds to Stake with $101,400 Purchase

O’Rourke expands holdings as company posts mixed quarterly results and receives analyst affirmation

By Priya Menon WY
Weyerhaeuser Director Adds to Stake with $101,400 Purchase
WY

Weyerhaeuser director O’Rourke James Calvin purchased 4,000 shares on Feb. 20, 2026, increasing his direct stake to 28,661.379 shares. The transaction totaled $101,400. The company reported Q4 2025 earnings that beat estimates on EPS but narrowly missed revenue expectations, and DA Davidson maintained a Buy rating while raising its FY2026 EBITDA forecast by 4%.

Key Points

  • Director O’Rourke James Calvin bought 4,000 shares on Feb. 20, 2026 at $25.35 each, totaling $101,400.
  • Post-transaction direct holdings for O’Rourke are 28,661.379 shares; reported holdings include dividend reinvestment shares exempt from Section 16 filings.
  • Weyerhaeuser’s Q4 2025: EPS of $0.10 beat estimates while revenue slightly missed forecasts; DA Davidson reiterated a Buy rating with a $31.00 target and raised FY2026 EBITDA forecast by 4%.

Weyerhaeuser Co. director O’Rourke James Calvin completed a purchase of common stock on February 20, 2026, acquiring 4,000 shares at $25.35 per share for an aggregate cost of $101,400.

Following that transaction, O’Rourke directly holds 28,661.379 shares. Reported holdings reflect shares obtained since the Reporting Person’s most recent Form 4 filing through dividend reinvestment transactions that are exempt from Section 16 of the Securities Exchange Act of 1934, as amended.


Quarterly context

The insider purchase comes against the backdrop of Weyerhaeuser Company’s fourth-quarter 2025 financial report. The company posted earnings per share of $0.10 for the quarter, a result that exceeded analysts’ expectations. Revenue for the period, however, fell slightly short of forecasts.

While the top-line performance missed consensus estimates, the earnings surprise had a positive effect on investor sentiment, according to reporting tied to the company’s results.


Analyst reaction

DA Davidson reiterated a Buy rating on Weyerhaeuser and kept a price target of $31.00. The research firm noted that the company’s quarterly results modestly exceeded their own projections and, in response, raised its fiscal year 2026 EBITDA forecast by 4%.


Implications and observable signals

  • The director’s purchase increased his direct share count to the exact post-transaction figure disclosed: 28,661.379 shares.
  • The company reported a mixed quarter: an EPS beat of $0.10 alongside a small revenue shortfall.
  • An influential research firm maintained a Buy stance and adjusted its EBITDA outlook upward by 4% for FY2026, reflecting a cautiously optimistic analyst view.

Information in this report is limited to the specific transactions, reported holdings, the company’s quarter-end financial metrics cited, and the analyst actions described. No additional claims or interpretations beyond the documented details are presented.

Risks

  • Revenue for Q4 2025 slightly missed analyst forecasts, indicating top-line pressure that could affect the forestry and real assets sectors.
  • Reported holdings include shares acquired via dividend reinvestment exempt from Section 16, which can complicate interpretation of timing and intent behind insider ownership disclosures.

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