Boise Cascade
About: Boise Cascade Co is a producer of engineered wood products (EWP) and plywood. The firm operates in two segments namely Wood Products and Building Materials Distribution. Wood Products segment manufactures EWP, consisting of laminated veneer lumber (LVL), I-joists, and laminated beams. The Building Materials Distribution segment is engaged in the wholesale of building materials. It distributes products such as plywood, OSB, and lumber items such as siding, doors, metal products, insulation, and roofing, EWP and others. The company generates a majority of its revenue from the Building Material Distribution segment.
Employees: 7,310
0
Funds holding %
of 7,398 funds
0
Analysts bullish %
of 5 analysts
Fund manager confidence
Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
16% more call options, than puts
Call options by funds: $6.93M | Put options by funds: $5.95M
3.18% more ownership
Funds ownership: 93.85% [Q3] → 97.03% (+3.18%) [Q4]
8% more first-time investments, than exits
New positions opened: 43 | Existing positions closed: 40
1% less funds holding
Funds holding: 369 [Q3] → 365 (-4) [Q4]
12% less repeat investments, than reductions
Existing positions increased: 127 | Existing positions reduced: 144
15% less capital invested
Capital invested by funds: $5.22B [Q3] → $4.43B (-$793M) [Q4]
Research analyst outlook
5 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$122
24%
upside
Avg. target
$129
32%
upside
High target
$140
43%
upside
5 analyst ratings
3 positive
60%
2 neutral
40%
0 negative
0%
BMO Capital Ketan Mamtora 63% 1-year accuracy 5 / 8 met price target | 24%upside $122 | Market Perform Maintained | 25 Feb 2025 |
Truist Securities Michael Roxland 22% 1-year accuracy 10 / 46 met price target | 37%upside $134 | Buy Maintained | 24 Feb 2025 |
Loop Capital Jeffrey Stevenson 29% 1-year accuracy 4 / 14 met price target | 43%upside $140 | Buy Maintained | 24 Feb 2025 |
DA Davidson Kurt Yinger 30% 1-year accuracy 6 / 20 met price target | 28%upside $125 | Buy Maintained | 24 Feb 2025 |
Goldman Sachs Susan Maklari 12% 1-year accuracy 3 / 25 met price target | 29%upside $126 | Neutral Maintained | 14 Jan 2025 |
Financial journalist opinion
Positive
Seeking Alpha
2 weeks 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
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Negative
Zacks Investment Research
1 month 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
1 month 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
1 month 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
1 month 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.
Neutral
Business Wire
1 month ago
Boise Cascade Company Reports Fourth Quarter and Full Year 2024 Results
BOISE, Idaho--(BUSINESS WIRE)--Boise Cascade Company ("Boise Cascade," the "Company," "we," or "our") (NYSE: BCC) today reported fourth quarter net income of $68.9 million, or $1.78 per share, on sales of $1.6 billion. For the full year 2024, Boise Cascade reported net income of $376.4 million, or $9.57 per share, on sales of $6.7 billion. For 2023 comparative results, see the table below. “As we close out 2024, I first want to express my gratitude to our associates as they have shown commitmen.
Positive
Seeking Alpha
1 month ago
3 Of My Best Dividend Picks For A Huge Economic Shift
The economy is shifting, creating risks and opportunities for dividend investors. I'm focusing on stocks built to thrive in changing conditions. These picks offer strong fundamentals, reliable income, and the ability to adapt. Their business models position them well for long-term success. While uncertainty looms, I see this as a chance to lock in great dividends. These stocks align with my strategy and should reward patient investors.
Neutral
Business Wire
1 month ago
Boise Cascade Promotes Joanna (Jo) Barney to Executive Vice President of Building Materials Distribution
BOISE, Idaho--(BUSINESS WIRE)--Boise Cascade Company (Boise Cascade) (NYSE: BCC) announced today that Joanna (Jo) Barney will be the new Executive Vice President of their Building Materials Distribution (BMD) division, effective February 17, 2025. In this role, Jo will oversee the Company's 40+ distribution facilities, including millwork and door shops, across the U.S. Jo joined Boise Cascade in 2005. Prior to this promotion, Jo was the Senior Vice President of BMD Western Operations. Before th.
Neutral
Business Wire
1 month ago
Boise Cascade Company Announces Quarterly Dividend of $0.21 Per Share
BOISE, Idaho--(BUSINESS WIRE)--Boise Cascade Company's (Boise Cascade or the Company) (NYSE: BCC) Board of Directors declared a quarterly dividend of $0.21 per share to holders of its common stock. The dividend will be paid on March 19, 2025 to stockholders of record on February 24, 2025. Future dividend declarations, including amount per share, record date and payment date, will be made by the board of directors and will depend upon, among other things, legal capital requirements and surplus,.
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