Boise Cascade Co. (BCC)

Boise Cascade's stock price has declined significantly over the past year. The stock lost approximately 1.1% since its last earnings report on September 3, 2025, and reached a new 52-week low on October 6, 2025. Key events include a lower-than-expected Q2 2025 earnings report due to pricing pressures and softer demand, a 5% quarterly dividend increase in July 2025, and analyst price target revisions reflecting a more cautious outlook.

Demand for Boise Cascade's products and services is influenced by seasonal patterns and broader economic conditions, including housing starts, repair-and-remodeling activity, and interest rates. The company's Q2 2025 earnings report noted sequential volume gains amid seasonal construction activity, indicating a seasonal uptick in demand during certain periods. Overall demand can be softened by factors like pricing pressures and broader economic headwinds, and the demand for wood fiber is also subject to seasonal patterns.

Boise Cascade Company is an American manufacturer of wood products and a wholesale distributor of building materials, headquartered in Boise, Idaho. The company operates in the Materials sector, focusing on Lumber & Wood Production and Building Materials Distribution. Its business is structured around two segments: Wood Products, which manufactures engineered wood products and plywood panels, and Building Materials Distribution, which distributes a comprehensive array of building materials to a diverse customer base.

Boise Cascade operates across North America, with manufacturing facilities in the Pacific Northwest, southeastern U.S., and New Brunswick, Canada. The company has an extensive distribution network, with 65 distribution centers across North America, serving 22 states in the United States, primarily focusing on the Western and Midwestern regions.

Boise Cascade has received positive recognition for its brand reputation in the past year. The company was named one of America's Most Trustworthy Companies of 2025 by Newsweek, ranking in the Top 10 within the Construction category, based on customer, investor, and employee trust. No specific events adversely affecting Boise Cascade's reputation in the past year were identified.

Boise Cascade's stock ownership includes institutional, retail, and individual investors. Major institutional owners include BlackRock, Inc., Vanguard Group Inc., and Wellington Management Group Llp. Thomas S. Souleles is the largest individual shareholder, owning 79.70% of the company's shares, and Samuel M. Mencoff also holds a substantial individual stake.