West Fraser Timber (WFG)

• Market cap: $5.85B
• 1 day: -0.34%
• 5 days: -0.31%
• 1 month: 0.9%
• 3 months: 1.89%
• 6 months: -4.05%
• Year to date: -14.4%
• 1 year: -20.34%
• 5 years: 11.01%
• 10 years: 11.01%
• Sector: Materials
• Industry: Lumber & Wood Production

About: West Fraser Timber is a softwood lumber company that also produces wood panels and pulp products. The company produces its wood products globally, with lumber mills in British Columbia, Alberta, Europe, and the Southeastern United States. Following its acquisition of Norbord in 2021, West Fraser is now one of the largest oriented strand board producers in the world.

Employees: 9,700

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

30% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 64

2.73% more ownership

Funds ownership: 40.33% [Q1] → 43.06% (+2.73%) [Q2]

7% more call options, than puts

Call options by funds: $6.2M | Put options by funds: $5.8M

1% more capital invested

Capital invested by funds: $2.42B [Q1] → $2.43B (+$15.3M) [Q2]

0% more funds holding in top 10

Funds holding in top 10: 2 [Q1] → 2 (+0) [Q2]

5% less funds holding

Funds holding: 210 [Q1] → 199 (-11) [Q2]

30% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 30

Research analyst outlook

1 Wall Street Analyst provided 1 year price targets over the past 3 months

• Low target: $96
• Avg. target: $96
• High target: $96

1 analyst rating

• positive: 1 100%
• neutral: 0 0%
• negative: 0 0%

TD Securities Sean Steuart

$96

Buy Maintained

25 Jul 2025