Boise Cascade
BCC
About: Boise Cascade Co is a producer of engineered wood products (EWP) and plywood. The firm operates in two reportable segments, namely Wood Products and Building Materials Distribution. The Wood Products segment manufactures laminated veneer lumber (LVL), I-joists, and laminated beams. In addition, it manufactures structural, appearance, and industrial-grade plywood panels, and ponderosa pine lumber. The Building Materials Distribution segment is engaged in the distribution of various building materials, including oriented strand board (OSB), plywood, and lumber; general line items such as siding, composite decking, doors and millwork, metal products, roofing, and insulation; and EWP, among others. The company generates a majority of its revenue from the Building Material Distribution segment.
Employees: 7,710
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
1.21% more ownership
Funds ownership: 93.65% [Q1] → 94.85% (+1.21%) [Q2]
3% more call options, than puts
Call options by funds: $2.95M | Put options by funds: $2.87M
4% less funds holding
Funds holding: 348 [Q1] → 335 (-13) [Q2]
10% less repeat investments, than reductions
Existing positions increased: 121 | Existing positions reduced: 135
11% less capital invested
Capital invested by funds: $3.49B [Q1] → $3.1B (-$389M) [Q2]
18% less first-time investments, than exits
New positions opened: 41 | Existing positions closed: 50
Research analyst outlook
4 Wall Street Analysts provided 1 year price targets over the past 3 months
4 analyst ratings
Truist Securities
Michael Roxland
|
$101
|
Buy
Maintained
|
7 Aug 2025 |
BMO Capital
Ketan Mamtora
|
$108
|
Market Perform
Maintained
|
7 Aug 2025 |
DA Davidson
Kurt Yinger
|
$100
|
Buy
Maintained
|
18 Jul 2025 |
B of A Securities
George Staphos
|
$107
|
Buy
Maintained
|
9 Jul 2025 |
Financial journalist opinion