BCC · NYSE · Paper, Lumber & Forest Products

Boise Cascade (BCC)

Distributes building materials nationwide while manufacturing engineered wood products, plywood, and lumber.

$78.76
vs last close−0.24 (−0.30%)
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Boise Cascade CompanyBCC
Materials

Distributes commodity, general-line, and engineered wood building products through a nationwide U.S. network while manufacturing engineered wood, plywood, and lumber. Its larger distribution arm is the main internal customer for Wood Products and sources the rest of its broad catalog from third-party suppliers.

Operates through Building Materials Distribution and Wood Products, serving dealers, home-improvement centers, wholesalers, specialty distributors, and industrial converters across the United States. The distribution arm sells commodity lumber and panels, engineered wood products, and general-line materials such as siding, decking, doors, millwork, roofing, insulation, and metal products.

Manufactures laminated veneer lumber, I-joists, laminated beams, plywood panels, and ponderosa pine lumber at U.S. facilities and one Canadian plant. Combining nationwide wholesale reach with internal manufacturing gives these products a large route to market, while third-party sourcing broadens the catalog. Demand is tied mainly to new U.S. housing, with repair and remodeling, multifamily, light commercial construction, and industrial uses adding exposure; results also depend on commodity pricing, wood fiber, transportation, and supplier availability.

Company facts

CEOJeff Strom
ListedFeb 6, 2013
ExchangeNYSE
HeadquartersBoise, ID
CountryUnited States
Employees7,660
CIK0001328581
ISINUS09739D1000

Market cap$2.78B
EPS (ttm)$2.95
P/E (ttm)26.78
ROE5.1%
P/B1.37
P/S0.4305
Dividend yieldDiv yield1.13%
Beta1.00vs XLB 1.17

Price target$94.50+19.6%Average of 12 analysts
ConsensusHold6 of 12 analysts
Ratings

Target rangeAs of Sep 22, 2026

Latest analyst notes

DateFirmActionPriorCurrent
May 6, 2026Truist FinancialTarget
Target: $103
Target: $97
May 6, 2026DA DavidsonReiterate
Rating: Target: $95
Rating: BuyTarget: $92
Feb 25, 2026Truist FinancialTarget
Target: $92
Target: $103
Jan 6, 2026Truist FinancialTarget
Target: $96
Target: $92
Nov 5, 2025BMO CapitalUpgrade
Rating: Market Perform
Rating: Outperform

Next report
Nov 2, 26
in 40 days
EPS estimate
$1.11
Revenue estimate
$1.76B
Fiscal quarter
Q3 FY26

EPSReportedEstimate

Feb '25May '25Aug '25Nov '25Feb '26May '26Aug '26Nov '26
Reported$1.78$1.06$1.64$0.58$0.26$0.50$1.63Pending
Estimate$1.82$1.36$1.69$0.58$0.16$0.43$1.23$1.11
Surprise−2.2%−22.1%−3.0%0.0%+62.5%+16.3%+32.5%

RevenueReportedEstimate

Feb '25May '25Aug '25Nov '25Feb '26May '26Aug '26Nov '26
Reported$1.57B$1.54B$1.74B$1.67B$1.46B$1.50B$1.83BPending
Estimate$1.57B$1.81B$1.72B$1.45B$1.45B$1.46B$1.77B$1.76B
Surprise−0.1%−15.2%+1.0%+15.0%+0.6%+2.6%+3.4%
Estimate$1.11
ReportedDue Nov 2, 2026
Estimate$1.76B
ReportedDue Nov 2, 2026
View details

Debt to equity26.50%
Current ratio271.00%

ProfitabilityRevenueNet incomeNet margin

Q3 FY24Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Revenue$1.71B$1.57B$1.54B$1.74B$1.67B$1.46B$1.50B$1.83B
Net income$91.0M$68.9M$40.3M$62.0M$21.8M$8.7M$17.8M$57.3M
Net margin5.3%4.4%2.6%3.6%1.3%0.6%1.2%3.1%

GrowthOperating income

Q3 FY24Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Operating income$117.4M$92.7M$54.5M$80.5M$30.3M$21.9M$27.8M$84.0M
YoY growth−36.8%−23.5%−59.0%−45.2%−74.2%−76.3%−49.0%+4.3%

Balance sheet, Jun 30, 2026Cash & short-term investments $304.8M · Total debt $536.6M · Total assets $3.39B · Shareholders' equity $2.03B

Revenue
$1.83B
Operating income
$84.0M
Net income
$57.3M
View details

Dividend yield
1.13%
Next ex-date
Dec 1, 26
estimated · in 69 days
Annual dividend
$0.89
per share
Schedule
Quarterly
4 payments a year

HistoryDividendAnnual yield

Dec '24Feb '25Jun '25Sep '25Dec '25Feb '26Jun '26Sep '26
Dividend$0.21$0.21$0.21$0.22$0.22$0.22$0.22$0.23
Annual yield0.28%0.79%0.98%0.99%1.14%1.08%1.29%1.17%
Ex-dateDec 2Feb 24Jun 2Sep 2Dec 1Feb 23Jun 1Sep 1
Payment dateDec 18Mar 19Jun 18Sep 17Dec 17Mar 18Jun 17Sep 16
View details

Institutions98.27%34.29M shares
343 holders · as of Jun 30, 2026
Insiders1.56%544.4K shares
16 holders · as of Aug 27, 2026
Other0.17%60.9K shares
remainder

34.89M company shares as of Sep 23, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing

Top shareholders13F · 13D/G · Form 4

HolderStakeSharesDate
BlackRock, Inc.Institution
17.12%5.97Mas of Jun 30, 2026
Dimensional Fund Advisors LPInstitution
6.54%2.28Mas of Jun 30, 2026
Vanguard Portfolio Management LLCInstitution
6.31%2.20Mas of Jun 30, 2026
Wellington Management Group LLPInstitution
5.23%1.82Mas of Jun 30, 2026
Vanguard Capital Management LLCInstitution
4.56%1.59Mas of Jun 30, 2026

Insider tradesForm 4

DateInsiderRoleSharesAvg price
Aug 27, 2026Jill Twedtofficer: SVP General Counsel & Corp Sec−1,250$79.40
Aug 5, 2026Kristopher J. Matuladirector−1,930$84.58
May 13, 2026Jill Twedtofficer: SVP General Counsel & Corp Sec−6,070$66.45
View details

  • Weyerhaeuser

    Broadest public overlap in EWP, lumber, OSB, and distribution

  • BlueLinx

    Direct two-step wholesale distributor across structural and specialty products

  • Builders FirstSource

    National builder-supply overlap in structural packages and components

  • UFP Industries

    Value-added wood overlap across components, lumber, and retail channels

  • Louisiana-Pacific

    OSB and engineered siding pressure against plywood and general line

  • West Fraser Timber

    Large North American lumber, OSB, LVL, and plywood manufacturer

Compare

CompanyPriceChange
Boise Cascade$78.76−0.30%$2.78B26.818.00.4+5.2%
Weyerhaeuser$21.32−1.04%$15.53B32.649.12.3−0.9%
BlueLinx$81.54−1.15%$642.0M43.40.2+4.4%
Builders FirstSource$60.33−0.89%$6.55B66.916.80.5−8.8%
UFP Industries$82.58−0.54%$4.69B19.116.20.8+2.6%
Louisiana-Pacific$67.82−0.29%$4.75B86.138.31.9−12.1%
West Fraser Timber$72.94−1.86%$5.65B809.01.2−7.9%
Median49.840.81.0−4.4%