The Vickers Top Buyers & Sellers is a daily report that identifies the five companies the largest insider purchase transactions based on the dollar value of the transactions as well as the five companies the largest insider sales transactions based on the dollar value of the transactions.

Weyerhaeuser grows and harvests trees and manufactures forest products in North America. At year-end 2025, the company owned about 10 million acres of timberlands in the U.S. and operated 33 domestic manufacturing facilities. WY is also licensing about 14 million acres in Canada. Its vast U.S. land ownership makes Weyerhaeuser the largest nongovernmental landowner in the U.S. Weyerhaeuser is a REIT for tax purposes, though it is essentially a vertically integrated commodities company. WY is unique as it reports earnings as EPS rather than as FFO, which is the standard for REITs. The company reports results for three segments: Timberlands, which produces primarily saw logs; Wood Products, which includes engineered lumber, OSB, plywood, and medium-density fiberboard; and Real Estate/Energy/Natural Resources, which is comprised of acreage sales, solar/cell leases, and carbon capture revenues. About 65% of demand for WY products tends to come from single-family home construction. The company's earnings have been driven by its Wood Products segment, which has struggled from suppressed demand. WY reported unfavorable year-over-year revenue and earnings comparisons in each year 2022-2025. Revenues in 2025 were $6.9 billion. Net third- party sales of wood in 2025 was just over $4.0 billion, of which about half was for structural lumber and half for engineered products including OSB, fiberboard, plywood, and joints. The market cap is $18.5 billion.

The latest check on the labor market is coming this week by way of the January jobs report. Meanwhile, the earnings flood continues. Stocks were volatile last week following President Trump's nomination of Kevin Warsh to head the Federal Reserve. The Dow Jones Industrial Average fell 0.3%, the S&P 500 was up 0.4%, and the Nasdaq was flat. So far this year, the Dow has gained 2%, while the S&P 500 and the Nasdaq are both up 1%. On the earnings calendar, Palantir and Walt Disney report on Monday; Advanced Micro Devices, Merck, PepsiCo, Amgen, and Pfizer on Tuesday; Alphabet, Eli Lilly, and Uber on Wednesday; Amazon and Bristol-Myers Squibb on Thursday; and Toyota, Philip Morris, and Biogen on Friday. Only 33% of S&P 500 companies have reported so far in this earnings round, and overall earnings are up 11% from last quarter. Information Technology, up 30%, and Communication Services, up 11%, are leading the pack. On the bottom are Healthcare, down 3%, and Industrials, down 1%, this according to LSEG I/B/E/S. On the economic calendar, the January jobs report is due out on Friday. The new data will compare to growth of 50,000 jobs and an unemployment rate of 4.4% in December. In other news, data on auto sales and ISM manufacturing is out on Monday; the JOLTS report (Job Openings and Labor Turnover Survey) hits on Tuesday; and private payrolls data from ADP will be released on Wednesday. Turning to other data, the Atlanta Fed GDPNow growth forecast is now at 4.2% for the fourth quarter. That's a big drop from the 5.4% forecast last week. The Cleveland Fed Inflation Nowcast calls for a 2.4% rate in January. That compares to the December print of 2.7%. Mortgage rates ticked up one basis points last week, with the average 30-year fixed-rate mortgage now at 6.10%, according to FreddieMac. Gas prices went up a nickel and are now at an average of $2.85 per gallon for regular gas. The next Federal Open Market Committee meeting is on March 18. Odds are at 16% for a 25-basis-point interest-rate cut at that meeting, according to the CME FedWatch rate tool. Now that President Trump has nominated Kevin Warsh to be the next chairman of the Federal Reserve, Congressional hearings to consider the nomination will start soon. Jerome Powell will step down from that role in May. Taking a deeper dive into performance so far in 2026, a leading industrialized global stock market index, the ETF EFA, is up 5% year to date, while the leading emerging market ETF EEM is up 8%. U.S. growth stocks are down 2% year to date, looking at ETF IWF, while value stocks (ETF IWD) are higher by 3%. In other asset classes for the year to date, AGG bonds are flat, gold is up 10%, crude oil is up 11%, and Bitcoin is down 5%. The U.S. dollar is down 1%, tracking DXY. The VIX Volatility Index settled Friday at 17.44, down from a high of 26 in late November. Finally, here is a look at leading and lagging sectors so far for 2026. Materials (+10.0%), Energy (+10.0%), Consumer Staples (+6.6%), and Industrials (+5.8%) are the top performers. In the middle are Consumer Discretionary (+3.2%), Real Estate (+2.0%), and Healthcare (+1.6%). Communication Services, (+0.4%), Financials (-0.3%), Utilities (-0.3%), an Information Technology (-1.3%) close out the list.

Weyerhaeuser ranks among the world's largest forest product companies. Following the 2016 sale of its pulp business to International Paper, Weyerhaeuser operates three business segments: timberlands, wood products, and real estate. Weyerhaeuser is structured as a real estate investment trust and is not required to pay federal income taxes on earnings generated by timber harvest activities. Earnings from its wood products segment are subject to federal income tax. Weyerhaeuser acquired fellow timber REIT Plum Creek in 2016.