Boise Cascade
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: 7,530
0
Funds holding %
of 7,425 funds
0
Analysts bullish %
of 4 analysts
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
16% more call options, than puts
Call options by funds: $6.93M | Put options by funds: $5.95M
10% more first-time investments, than exits
New positions opened: 44 | Existing positions closed: 40
3.98% more ownership
Funds ownership: 93.0% [Q3] → 96.98% (+3.98%) [Q4]
1% less funds holding
Funds holding: 369 [Q3] → 366 (-3) [Q4]
12% less repeat investments, than reductions
Existing positions increased: 127 | Existing positions reduced: 144
14% less capital invested
Capital invested by funds: $5.18B [Q3] → $4.43B (-$748M) [Q4]
Research analyst outlook
4 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$118
27%
upside
Avg. target
$125
34%
upside
High target
$135
45%
upside
4 analyst ratings
3 positive
75%
1 neutral
25%
0 negative
0%
Truist Securities Michael Roxland 32% 1-year accuracy 18 / 57 met price target | 27%upside $118 | Buy Maintained | 22 Apr 2025 |
Loop Capital Jeffrey Stevenson 29% 1-year accuracy 5 / 17 met price target | 45%upside $135 | Buy Maintained | 14 Apr 2025 |
BMO Capital Ketan Mamtora 38% 1-year accuracy 3 / 8 met price target | 31%upside $122 | Market Perform Maintained | 25 Feb 2025 |
DA Davidson Kurt Yinger 15% 1-year accuracy 3 / 20 met price target | 34%upside $125 | Buy Maintained | 24 Feb 2025 |
Financial journalist opinion
Based on 4 articles about BCC published over the past 30 days
Negative
Zacks Investment Research
2 days ago
Analysts Estimate Boise Cascade (BCC) to Report a Decline in Earnings: What to Look Out for
Boise Cascade (BCC) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Positive
Seeking Alpha
3 days ago
Boise Cascade: Priced For A Recession, But Built To Survive It
Boise Cascade, a leading wood products' manufacturer, is rated a Buy due to its strong balance sheet and long-term housing market tailwinds, despite short-term cyclical challenges. The company benefits from vertical integration, sourcing raw timber cost-effectively, and distributing finished lumber products to major retailers and builders. BCC's financial health is robust, with a low debt/equity ratio and significant cash reserves, positioning it well to weather economic downturns.
Neutral
Business Wire
1 week ago
Boise Cascade Company First Quarter 2025 Earnings Webcast and Conference Call
BOISE, Idaho--(BUSINESS WIRE)--Boise Cascade Company (NYSE: BCC) will host a webcast and conference call to discuss 2025 first quarter earnings on Tuesday, May 6, 2025, at 9:30 a.m. Eastern. To join the webcast, go to the Investors section of our website at www.bc.com/investors and select the Event Calendar link. Analysts and investors who wish to ask questions during the Q&A session can register for the call here. The archived webcast will be available in the Investors section of Boise Cas.
Negative
Zacks Investment Research
2 weeks ago
New Strong Sell Stocks for April 16th
BCC, AFLYY and HUN have been added to the Zacks Rank #5 (Strong Sell) List on April 16, 2025.
Positive
Seeking Alpha
1 month ago
Chaos? Bring It On: My Dividend Playbook For This Wild Market
Volatility is back, and while it's normal, fear dominates. Investors are uneasy despite no official correction, as past gains spoiled expectations. Economic uncertainty, rising debt, and inflation risks fuel market anxiety. If Trump acts on lower rates, short-term pain may be inevitable. I'm seizing opportunities, focusing on value and cyclical dividend growth. Buying dips has historically paid off, and I'm betting big on key stocks.
Positive
Seeking Alpha
1 month ago
Buying A Dollar For 60 Cents: 2 Dividend Stocks With Potential Upside
The market's volatility, driven by geopolitical tensions and tariffs, has created a challenging environment. The sentiment is bearish, but I see opportunities in undervalued, high-quality companies with strong fundamentals. I focus on businesses with resilient models, growth potential, and attractive valuations. Despite headline risks, I believe in their ability to navigate uncertainty and deliver long-term returns. While risks like prolonged trade tensions or economic slowdowns exist, I remain confident in my picks, as they are well-positioned to thrive regardless of short-term market turbulence.
Negative
Zacks Investment Research
2 months ago
Boise Cascade Q4 Earnings Miss, Sales Top, Adjusted EBITDA Down Y/Y
BCC's fourth-quarter 2024 results reflect unfavorable sales price trends. Dive in to learn more about the quarterly performance.
Neutral
Business Wire
2 months ago
Boise Cascade Promotes Nathan Sikes to Senior Vice President of Western Operations for Building Materials Distribution Division
BOISE, Idaho--(BUSINESS WIRE)--Boise Cascade Company (Boise Cascade) (NYSE: BCC) announced today that Nathan Sikes will be the new Senior Vice President of Western Operations for their Building Materials Distribution (BMD) division, effective February 24, 2025. In this role, Nathan will be responsible for BMD's facilities and door shops located in the Western and Pacific Regions. Since joining Boise Cascade in 2006, Nathan has held a series of key roles and progressive leadership positions in t.
Neutral
Seeking Alpha
2 months ago
Boise Cascade Company, Inc. (BCC) Q4 2024 Earnings Call Transcript
Boise Cascade Company, Inc. (NYSE:BCC ) Q4 2024 Earnings Conference Call February 21, 2025 11:00 AM ET Company Participants Chris Forrey - VP, Finance & IR Nathan Jorgensen - CEO & Director Kelly Hibbs - SVP, CFO, Principal Financial & Accounting Officer and Treasurer Jeff Strom - COO Conference Call Participants Kurt Yinger - D.A. Davidson Susan Maklari - Goldman Sachs Mike Roxland - Truist Securities George Staphos - Bank of America Merrill Lynch Ketan Mamtora - BMO Capital Markets Operator Good morning.
Negative
Zacks Investment Research
2 months ago
Boise Cascade (BCC) Q4 Earnings Lag Estimates
Boise Cascade (BCC) came out with quarterly earnings of $1.78 per share, missing the Zacks Consensus Estimate of $1.82 per share. This compares to earnings of $2.44 per share a year ago.
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