UBS Group AG Lowers Holdings in Boise Cascade, L.L.C. $BCC
UBS Group AG significantly reduced its stake in Boise Cascade, L.L.C. by 36% in the fourth quarter, now holding 93,803 shares valued at approximately $6.9 million. This comes as Boise Cascade surpassed its latest quarterly earnings and revenue estimates, reporting $0.50 EPS on $1.50 billion in revenue. Despite a recent 3% dip in stock price to $65.60, analysts maintain a "Moderate Buy" consensus rating with an average price target of $98.
Boise Cascade stock hits 52-week low at 65.0 USD
Boise Cascade (BCC) stock recently hit a 52-week low of $65.02, trading 31% below its high, reflecting a 26.4% decline over the past year. Despite this downturn and market volatility, InvestingPro considers the stock undervalued, noting the company remains profitable and management is aggressively buying back shares. The company recently surpassed Q1 2026 analyst expectations with an EPS of $0.50 and revenue of $1.5 billion, leading DA Davidson to maintain a Buy rating although lowering its price target to $92.
A Look at Boise Cascade Co (BCC) After 3.1% Decline -- GF Value $99.68 vs Price $65.47
Boise Cascade Co (BCC) shares recently declined by 3.1% to $65.47, a price significantly below its GF Value™ of $99.68, suggesting it is 34.3% undervalued. Despite this undervaluation and a strong financial strength rating of 8/10, the company's P/E ratio is high compared to its historical median, and insider selling activity raises concerns for potential investors. The GF Score™ of 73/100 indicates above-average potential for long-term returns, but its growth rank of 3/10 points to challenges in business expansion.
Boise Cascade, L.L.C. $BCC Shares Bought by Northwestern Mutual Wealth Management Co.
Northwestern Mutual Wealth Management Co. significantly increased its stake in Boise Cascade (NYSE:BCC) during the fourth quarter, purchasing an additional 419,993 shares to bring its total holdings to 420,189 shares valued at approximately $30.9 million. Boise Cascade reported better-than-expected quarterly earnings and announced a $0.22 per share quarterly dividend, with analysts maintaining a "Hold" rating and a consensus target price of $98.00. Other institutional investors also adjusted their positions in the construction company.
Have Boise Cascade Insiders Been Selling Stock?
A Senior VP at Boise Cascade (NYSE: BCC) recently sold US$403k worth of stock, representing 19% of their holding. While this sale occurred at a price close to the current stock price, raising some concern, there has been no insider buying in the last year. Despite insiders owning 1.3% of the shares, the lack of recent insider purchases suggests that investors should consider this information carefully before making investment decisions.
Have Boise Cascade Insiders Been Selling Stock?
A Senior VP at Boise Cascade (NYSE:BCC) recently sold US$403k worth of stock, representing 19% of their holding. This sale was the largest insider sale in the past year, though it occurred at a price close to the current market value. While insiders own 1.3% of the company, there have been no insider purchases in the last year, leading the report to suggest caution for potential investors.
Boise Cascade, ArcBest, JBT Marel, Rivian, and Goodyear Shares Skyrocket, What You Need To Know
Shares of Boise Cascade, ArcBest, JBT Marel, Rivian, and Goodyear rose after the Dow Jones Industrial Average surpassed 50,000, driven by strong corporate fundamentals and improved U.S.-China relations regarding the Strait of Hormuz. A slight rise in April retail sales also indicated stable demand for industrial-produced goods. Although manufacturing input costs are up, reduced geopolitical risk and lower 10-year yields are decreasing financing costs for industrial projects.
Insider Sell Alert: Jill Twedt Sells Shares of Boise Cascade Co (BCC)
Jill Twedt, Senior Vice President at Boise Cascade Co (BCC), executed an insider sell transaction of 6,070 shares on May 13, 2026. This sale follows a pattern of six insider sells and no buys over the past year for BCC. Despite the insider selling, Boise Cascade Co's stock is currently deemed significantly undervalued with a price-to-GF-Value ratio of 0.67, with shares trading at $66.45 against a GF Value of $99.52.
Boise Cascade Co (BCC) Shares Surge 3.6% -- What GF Score of 77 Tells Investors
Boise Cascade Co (BCC) shares rose 3.6% despite recent declines, currently priced at $69.40, which is 30.3% below its GF Value™ of $99.52, indicating it is significantly undervalued. The company holds a GF Score™ of 77/100, highlighting strong financial health and valuation, although growth is a concern with a score of 3/10. Investors might find an attractive entry point due to its undervaluation, but ongoing market volatility and performance metrics should be considered.
Boise Cascade (NYSE: BCC) SVP sells 6,070 common shares
Boise Cascade Co's Senior Vice President and General Counsel, Jill Twedt, sold 6,070 shares of common stock at an average price of $66.4501 per share on May 13, 2026. This open-market transaction reduced her direct holdings to 26,545 shares. The sale totaled approximately $403,352.
Boise Cascade, ArcBest, JBT Marel, Rivian, and Goodyear Shares Skyrocket, What You Need To Know
Shares of Boise Cascade, ArcBest, JBT Marel, Rivian, and Goodyear rose following positive market news including the Dow Jones Industrial Average surpassing 50,000, a breakthrough in U.S.-China relations, and stable April retail sales. This surge indicates strong corporate fundamentals and reduced geopolitical risks. The article highlights ArcBest's volatility and its significant performance since the beginning of the year despite recent challenges in fuel prices.
Boise Cascade, ArcBest, JBT Marel, Rivian, and Goodyear Shares Skyrocket, What You Need To Know
Shares of Boise Cascade, ArcBest, JBT Marel, Rivian, and Goodyear soared after the Dow Jones Industrial Average surpassed 50,000, fueled by strong corporate fundamentals and a breakthrough in U.S.-China relations. The agreement to keep the Strait of Hormuz open and a rise in April retail sales contributed to a reduction in geopolitical risk and eased the 10-year yield, making industrial projects more affordable. ArcBest, in particular, saw a significant jump despite recent volatility, with its shares up 53.1% year-to-date.
6,070-share sale notice by Morgan Stanley SB (NYSE: BCC)
Morgan Stanley Smith Barney LLC Executive Financial Services filed a Form 144 to propose the sale of 6,070 common shares of Boise Cascade Co, valued at $403,352.11. The filing is a routine notice indicating the proposed transaction and details related compensation awards, specifically Performance Stock Units from 2024 and 2025. It does not specify the exact timing of the sale.
5 Revealing Analyst Questions From Boise Cascade’s Q1 Earnings Call
Boise Cascade's first-quarter performance was impacted by challenges in residential construction and shifting product dynamics, leading to a sales decline. Despite beating analyst estimates for revenue and adjusted EPS, the company's Q2 EBITDA guidance is below expectations. Analysts focused on key concerns including the impact of Brazilian plywood imports, freight inflation, sales mix shifts, and gross margin sustainability.
Is Boise Cascade (BCC) Fairly Priced After Recent Share Price Pullback?
Boise Cascade (BCC) has experienced a recent share price pullback, with a 17.9% decline over the last year. A Discounted Cash Flow (DCF) analysis suggests the stock is slightly overvalued by about 3.1% at its current price of US$72.76, while its Price-to-Earnings (P/E) ratio indicates it might be undervalued compared to its Fair Ratio. Investors are encouraged to consider various "Narratives" for Boise Cascade, weighing factors like housing exposure and pricing power to determine its true value.
Boise Cascade (NYSE:BCC) Rating Increased to Hold at Zacks Research
Zacks Research has upgraded Boise Cascade (NYSE:BCC) from a "strong sell" to a "hold" rating, contributing to a consensus "Hold" rating and an average price target of $98.00. The company recently surpassed earnings estimates with $0.50 EPS and $1.50 billion in revenue, despite a 2.5% year-over-year revenue decrease. Institutional investors hold a significant 96.18% stake in Boise Cascade.
Boise Cascade Company 2026 Q1 - Results - Earnings Call Presentation (NYSE:BCC) 2026-05-07
Boise Cascade Company (NYSE:BCC) published its Q1 2026 earnings call presentation, reporting an EPS of $0.50, beating estimates by $0.07, and a revenue of $1.50B, a 2.47% year-over-year decrease but still beating estimates by $38.56M. The presentation includes insights from the earnings transcript and the company's 10-Q report.
Earnings Beat: Boise Cascade Company Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models
Boise Cascade Company (NYSE:BCC) surpassed analyst revenue expectations for its latest quarter, reporting US$1.5 billion, and statutory earnings per share at US$0.50, 20% above forecasts. Despite the strong beat, analysts slightly downgraded their earnings per share forecasts for 2026, though revenue estimates remained stable. The consensus price target for BCC held steady at US$92.00, indicating that the revised earnings forecasts are not expected to significantly impact the stock price.
Boise Cascade Reports Q1 2026 Results: Full Earnings Call Transcript
Boise Cascade reported a 2% decrease in Q1 2026 sales to $1.5 billion and a drop in net income to $17.8 million due to demand uncertainties and volatile market conditions. The company is leveraging its integrated model and strong financial position to navigate these challenges, focusing on growth projects and efficiency. Despite market uncertainties, Boise Cascade projects Q2 EBITDA for BMD between $65-$80 million and for wood products between $32-$47 million, maintaining confidence in the long-term structural drivers of US housing
Boise Cascade Company (NYSE:BCC) Q1 2026 Earnings Call Transcript
Boise Cascade Company (NYSE:BCC) reported Q1 2026 sales of $1.5 billion, down 2% from the prior year, with net income at $17.8 million. Despite challenges from geopolitical events, volatile mortgage rates, and severe weather impacting single-family housing starts, the company maintained solid results by leveraging its integrated model. The earnings call covered segment performance, capital allocation, Q2 guidance, and resolved a legacy legal matter, with management expressing confidence in long-term housing demand drivers.
Boise Cascade Reports $1.5 Billion in Q1 Sales
Boise Cascade Company reported Q1 2026 net sales of $1.5 billion, a 2% decrease year-over-year, with net income falling 56% to $17.8 million due to volatile economic conditions. Despite the downturn, CEO Jeff Strom highlighted the company's resilience and integrated model. The company anticipates Adjusted EBITDA of $83 to $115 million for Q2 2026.
BCC Q1 Deep Dive: Margin Pressures Persist Amid Housing Uncertainty and Input Cost Inflation
Boise Cascade Company (BCC) reported Q1 CY2026 results with revenue topping expectations but a year-on-year sales decline of 2.5% to $1.50 billion, and non-GAAP profit beating estimates. The company faces persistent margin pressures due to challenges in residential construction, volatile mortgage rates, input cost inflation, and weather disruptions, leading to cautious guidance for Q2. Despite headwinds, BCC is focusing on strategic initiatives, digital expansion, and leveraging its integrated supply chain to navigate market uncertainty.
Boise Cascade, L.L.C. (NYSE:BCC) Given Consensus Rating of "Moderate Buy" by Analysts
Analysts have issued a "Moderate Buy" consensus rating for Boise Cascade, L.L.C. (NYSE:BCC), with an average 12-month price target of $99.20. The company recently reported Q1 earnings of $0.50 per share, exceeding analyst estimates, and declared a quarterly dividend of $0.22 per share. Institutional investors hold a significant portion of the company's stock, which currently trades around $74.24.
Boise Cascade (NYSE: BCC) Q1 earnings fall as margins tighten, Q2 EBITDA outlook issued
Boise Cascade (NYSE: BCC) reported a significant drop in Q1 2026 net income and diluted EPS, down 56% and 53% respectively, largely due to tighter margins and higher expenses in both its Building Materials Distribution and Wood Products segments. Despite the profit decline, the company maintains strong liquidity with $733.8 million in total available liquidity and continued share repurchases. Boise Cascade provided Q2 2026 Adjusted EBITDA guidance signaling expectations for sequential improvement amidst ongoing market uncertainties.
Boise Cascade’s (NYSE:BCC) Q1 CY2026 Sales Top Estimates
Boise Cascade (NYSE:BCC) reported Q1 CY2026 results with sales of $1.50 billion, topping analyst expectations by 1.9%, despite a 2.5% year-on-year decline. The company's GAAP EPS of $0.50 exceeded estimates by 20%, but its Q2 CY2026 EBITDA guidance of $99 million at the midpoint fell below analyst estimates. While revenue growth has been inconsistent long-term and EPS has declined, the company's operating margin remains healthy.
Boise Cascade: Q1 Earnings Snapshot
Boise Cascade L.L.C. (BCC) reported a first-quarter profit of $17.8 million, or 50 cents per share, with revenue reaching $1.5 billion. The company's shares have risen 1% year-to-date, though they experienced a 23% fall over the last 12 months, closing at $74.33 on Monday. This report was generated by Automated Insights using Zacks Investment Research data.
Earnings Flash (BCC) Boise Cascade Company Reports Q1 Revenue $1.50B, vs. FactSet Est of $1.46B
Boise Cascade Company (BCC) reported its Q1 revenue at $1.50 billion, surpassing the FactSet estimate of $1.46 billion. The article also provides recent news regarding the company, including dividend announcements, legal settlements, and analyst price target revisions. Additionally, it details Boise Cascade's company profile, segments, key financial metrics, and analyst consensus ratings.
Boise Cascade Company Reports First Quarter 2026 Results
Boise Cascade Company reported a net income of $17.8 million, or $0.50 per share, on sales of $1.5 billion for the first quarter ended March 31, 2026, marking a decrease from the prior year. CEO Jeff Strom noted solid results despite a challenging demand environment influenced by geopolitical events and volatile mortgage rates, highlighting the company's resilient integrated model. The company provided Q2 2026 guidance, expecting Adjusted EBITDA between $83 million and $115 million.
Boise company pleads guilty to federal trafficking
Boise Cascade Company pleaded guilty to a felony charge in a timber trafficking scheme, agreeing to pay a $6.4 million fine. The company knowingly purchased, sold, and transported illegally imported hardwood plywood from Horizon Plywood, which had falsified import declarations. This makes Boise Cascade the third company to face federal enforcement in this large-scale duty evasion scheme.
Earnings Flash (BCC) Boise Cascade Company Reports Q1 Revenue $1.50B, Vs. FactSet Est of $1.46B
Boise Cascade Company (BCC) reported its first-quarter revenue of $1.50 billion, exceeding FactSet's estimate of $1.46 billion. This indicates a stronger-than-anticipated financial performance for the company in the reported quarter.
Boise Cascade Drops 5.5% Amid Sector-Wide Selling
Boise Cascade Company (BCC) shares fell by 5.5% on Monday, closing at $73.83, due to a sector-wide selloff impacting lumber and wood production stocks. This decline was not company-specific, as several industry peers also experienced significant losses, suggesting broader concerns about the sector's fundamentals rather than individual operational issues. Investors are advised to monitor market trends, housing data, and lumber pricing to assess if this weakness is a temporary shakeout or a sign of deeper correction.
Boise Cascade earnings up next: Profitability test looms
Boise Cascade (BCC) is set to report its first-quarter earnings, with analysts expecting a significant sequential rebound in profitability despite flat revenue. The market will focus on how the company achieves this margin expansion given volatile pricing and its dual role as a manufacturer and distributor. Investors will also be watching for management's outlook on trade dynamics and cost controls.
Boise Cascade (BCC) Reports Q1: Everything You Need To Know Ahead Of Earnings
Boise Cascade (BCC) is set to report its Q1 earnings, with analysts expecting a 4.2% year-on-year revenue decline. The company has a history of beating EPS and EBITDA estimates, despite multiple revenue misses in the past two years. Peers in the industrial distributors segment, like Richardson Electronics and WESCO, have shown positive Q1 results and share price performance, indicating a potentially positive sentiment for Boise Cascade.
Boise Cascade Board Declares Regular Quarterly Cash Dividend
Boise Cascade's board of directors declared a quarterly dividend of $0.22 per share, payable on June 17, 2026, to stockholders of record as of June 1, 2026. This announcement highlights the company's commitment to returning capital to shareholders, though future declarations depend on financial performance and market conditions. TipRanks' AI Analyst assigned a "Neutral" rating to BCC stock, noting strong financial health but weaker profitability compared to previous years.
Boise Cascade (BCC) director awarded 252 restricted stock units vesting in 2027
Boise Cascade Company (BCC) director Nate Jorgensen was granted 252 restricted stock units, which will vest and become deliverable as common shares on March 1, 2027. This equity award is a form of compensation and was granted at a price of $0.00 per unit. After this grant, Jorgensen holds 216,712 shares of Boise Cascade common stock directly, reflecting his ongoing stake in the company.
Boise Cascade Company Announces Quarterly Dividend of $0.22 Per Share
Boise Cascade Company (NYSE: BCC) has declared a quarterly dividend of $0.22 per share for its common stock, payable on June 17, 2026, to stockholders of record on June 1, 2026. The company, a major U.S. wholesale distributor of building materials and a leading manufacturer of engineered wood products, bases future dividend declarations on various financial and operational factors. Headquartered in Boise, Idaho, Boise Cascade operates over 60 facilities across North America and employs more than 7,500 people.
Is It Time To Revisit Boise Cascade (BCC) After Its Recent Share Price Pullback?
Boise Cascade (BCC) has experienced a recent share price pullback, leading to a re-evaluation of its valuation. A Discounted Cash Flow (DCF) analysis suggests the stock might be overvalued by 18.7%, while a Price-to-Earnings (P/E) ratio comparison indicates it could be undervalued. The article encourages investors to consider different valuation "Narratives" based on their own views of the company's future.
Boise Cascade, L.L.C. (NYSE:BCC) to Issue Quarterly Dividend of $0.22
Boise Cascade, L.L.C. (NYSE:BCC) has declared a quarterly dividend of $0.22 per share, payable on June 17th to shareholders of record on June 1st. This dividend represents an annualized payment of $0.88 and a yield of approximately 1.1%. The dividend appears sustainable, with a low payout ratio of 10.9% and future analyst estimates suggesting a payout ratio of 16.0%.
Boise Cascade declares $0.22 quarterly dividend By Investing.com
Boise Cascade Company (NYSE:BCC) announced a quarterly dividend of $0.22 per share, payable on June 17, 2026, to shareholders of record as of June 1, 2026. The company, a wholesale distributor of building materials and manufacturer of engineered wood products, has a market capitalization of $2.85 billion and is considered undervalued. Future dividend declarations will be determined by the board based on various factors including financial condition and operational performance.
Boise Cascade Company Announces Quarterly Dividend of $0.22 Per Share
Boise Cascade Company (NYSE: BCC) has declared a quarterly dividend of $0.22 per share for its common stock, payable on June 17, 2026, to stockholders of record on June 1, 2026. Future dividends will depend on various factors including legal capital requirements, company operations, and financial condition. Boise Cascade is a major U.S. wholesale distributor of building materials and a leading manufacturer of engineered wood products.
Boise Cascade (NYSE: BCC) sets $0.22 dividend payable June 17
Boise Cascade Company (NYSE: BCC) has declared a quarterly cash dividend of $0.22 per share on its common stock, payable on June 17, 2026, to stockholders of record as of June 1, 2026. Future dividends will be determined by the board of directors based on various factors including financial condition and legal requirements. This announcement was made via an 8-K filing on April 30, 2026.
Boise Cascade Company Announces Quarterly Dividend of $0.22 Per Share
Boise Cascade Company (NYSE: BCC) announced that its Board of Directors has declared a quarterly dividend of $0.22 per share for holders of its common stock. The dividend is scheduled to be paid on June 17, 2026, to stockholders of record as of June 1, 2026. Future dividend declarations will depend on various factors including legal capital requirements, company operations, and financial condition.
Boise Cascade Company fined over $6M for illegal importation of Chinese wood
The Department of Justice has ordered Boise Cascade Company to pay over $6 million for the illegal importation of Chinese wood. This fine represents double the gross profit the company made from the illegally imported wood, violating the Lacey Act. The article highlights an enforcement action against a major company for flouting environmental and trade regulations.
Vanguard holds 1.896M Boise Cascade Co (NYSE: BCC) shares, 5.28% stake
Vanguard Capital Management has reported a passive stake of 1,896,236 shares, or 5.28%, in Boise Cascade Co (NYSE: BCC) via a Schedule 13G filing. This filing indicates that Vanguard holds sole dispositive power over all these shares but sole voting power over only 283,950 shares. The ownership is managed across various Vanguard affiliates and funds, adhering to regulatory requirements for such disclosures.
Boise Cascade Company fined $6M for role in timber trafficking scheme
Boise Cascade Company has been fined over $6 million for violating the Lacey Act by participating in a timber trafficking scheme. The company pleaded guilty to charges related to purchasing illegally imported hardwood plywood from Horizon Plywood, which had previously hidden the origin of its wood from China. The DOJ stated that Boise Cascade knew or should have known about the illegal importation, assisting in defrauding taxpayers and undermining legitimate businesses.
Boise Cascade bought illegally imported timber. Here’s the price it will pay
Boise Cascade has been fined over $6.3 million for illegally importing timber from China, a scheme designed to evade duties. The company pleaded guilty to a felony violation of the Lacey Act after knowingly purchasing over $30 million worth of hardwood plywood between 2018 and 2021 that was smuggled into the U.S. by another company. This fine amounts to twice the gross profits Boise Cascade gained, and shares tumbled over 6% following the news.
DOJ fines Boise Cascade $6.3M for buying Chinese plywood, shirking Tariffs
The Department of Justice fined Boise Cascade Company $6.3 million for a felony violation of the Lacey Act, as the company participated in a scheme to avoid tariffs on illegally imported Chinese plywood. Boise Cascade purchased $30 million worth of this plywood from Horizon Plywood between 2018 and 2021, despite knowing Horizon had previously attempted to hide the wood's origin. The fine is double the gross profits generated from the scheme, and Boise Cascade must also implement a compliance plan.
BOISE CASCADE FINED IN LACEY ACT CASE
Boise Cascade has pleaded guilty and been sentenced for a felony Lacey Act violation related to a timber trafficking scheme aimed at evading countervailing and anti-dumping duties. The company was fined $6,382,000 and must implement a compliance plan. This case is the third federal criminal enforcement action stemming from a large-scale duty evasion scheme involving illegally imported hardwood plywood from China.
Vanguard Portfolio Management (NYSE: BCC) holds 6.23% of Boise Cascade stock
Vanguard Portfolio Management has disclosed a 6.23% beneficial ownership stake in Boise Cascade Co (BCC) through a Schedule 13G SEC filing. This amounts to 2,237,031 shares of common stock, with Vanguard maintaining sole dispositive power over all these shares and sole voting power over 23,146 shares. The filing, signed by Ashley Grim, Head of Global Fund Administration, indicates these holdings are for Vanguard funds and managed client accounts, with no other single person holding more than 5% interest.
Boise Cascade admits it bought illegal wood from China, pays millions in fines
Boise Cascade has pleaded guilty to violating federal law by illegally importing hardwood from China and will pay a $6.38 million fine to the Department of Justice. The company sourced wood from Horizon Plywood, which was found to have smuggled wood and falsified import declarations. The DOJ stated that Boise Cascade either knew or should have known about the illegal nature of these imports, which totaled $30 million between 2018 and 2021.
