West Fraser Timber (WFG)

• Market cap: $6.21B
• 1 day: 1.42%
• 5 days: -0.37%
• 1 month: 2.08%
• 3 months: -9.99%
• 6 months: -20.39%
• Year to date: -9.99%
• 1 year: -9.55%
• 5 years: 16.72%
• 10 years: 16.72%
• Sector: Materials
• Industry: Sawmills & Planing Mills

Fund manager confidence

Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)

28% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 25

13% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 70

4.37% more ownership

Funds ownership: 39.19% [Q3] → 43.56% (+4.37%) [Q4]

2% more funds holding

Funds holding: 204 [Q3] → 208 (+4) [Q4]

0% more funds holding in top 10

Funds holding in top 10: 2 [Q3] → 2 (+0) [Q4]

1% less capital invested

Capital invested by funds: $2.99B [Q3] → $2.97B (-$26.4M) [Q4]

44% less call options, than puts

Call options by funds: $6.83M | Put options by funds: $12.3M

Research analyst outlook

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

• Low target: $100 28% upside
• Avg. target: $100 28% upside
• High target: $100 28% upside

1 analyst rating

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

Scotiabank Ben Isaacson 29% 1-year accuracy 5 / 17 met price target

28% upside $100

Sector Outperform Maintained

18 Feb 2025