Market Cap
$2.6B
BCC
BOISE CASCADE Co
$74.99 ▲ +0.39%
Prev close $74.70Market cap$2.6B
ConsensusBuy
12-mo target$96.50 (+28.7%)
▲ Bullish
Analyst conviction 6/10
25 New Institutional Positions25 Institutional Exits Materials & Mining
Snapshot
The big-picture read on BCC right now — valuation, ownership and activity at a glance.
Cap Size
Mid Cap
Analyst Consensus
Buy (64%)
Inst. Holders
50 funds
Inst. Value
$2.2B
Inst. Activity
25 buys / 25 sells
Insider Activity
$0.00 buy / $665.8K sell
Insider Net $
-$665.8K
SEC Reports
3
Price chart 30d -2.8%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Aug 27, 2026 Insider
Aug 12, 2026 SEC Twedt Jill sold 1,250 shares
SVP General Counsel & Corp Sec @ $79.40 ($99.3K)
A mixed institutional cluster in BCC for Q2 2026 shows 5 buyers adding $7.3M in new positions (led by Citigroup and Russ
INST-CLUSTER — Impact 4/10
Aug 5, 2026 Insider
MATULA KRISTOPHER J sold 1,930 shares
Director @ $84.58 ($163.2K)
Aug 3, 2026 earnings_calendar
BCC Q2 2026 Earnings Scheduled — 2026-08-03
Jun 30, 2026 Inst.
JACOBS LEVY EQUITY MANAGEMENT, — ADD
573,230 shares ($44.5M)
Jun 30, 2026 Inst.
MILLENNIUM MANAGEMENT LLC — DOUBLED
560,381 shares ($43.5M)
May 13, 2026 Insider
May 4, 2026 SEC Twedt Jill sold 6,070 shares
SVP General Counsel & Corp Sec @ $66.45 ($403.4K)
Boise Cascade reported Q1 2026 GAAP EPS of $0.50, beating the $0.43 consensus by 16%, on revenue of $1.50B (down 2% YoY,
8-K — Impact 5/10
Analyst ratings buy % +0.0%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
64% rate it Buy or better · 11 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Aug 5, 2026 | DA Davidson | MAINTAIN | Buy | 53% |
| Aug 5, 2026 | Goldman Sachs | MAINTAIN | Neutral | 54% |
| Jul 14, 2026 | B of A Securities | MAINTAIN | Underperform | 54% |
| May 6, 2026 | DA Davidson | MAINTAIN | Buy | 53% |
| May 5, 2026 | DA Davidson | MAINTAIN | Buy | 53% |
| Apr 15, 2026 | Truist Securities | MAINTAIN | Buy | 55% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 1 | 6 | 3 | 1 | 0 | 64% | |
| Aug 1, 2026 | 1 | 6 | 3 | 1 | 0 | 64% | |
| Jul 1, 2026 | 1 | 6 | 3 | 1 | 0 | 64% | |
| Jun 1, 2026 | 1 | 6 | 3 | 1 | 0 | 64% | |
| May 1, 2026 | 1 | 6 | 3 | 1 | 0 | 64% | |
| Apr 1, 2026 | 1 | 6 | 3 | 1 | 0 | 64% | |
| Mar 1, 2026 | 1 | 6 | 3 | 1 | 0 | 64% | |
| Feb 1, 2026 | 1 | 6 | 3 | 1 | 0 | 64% |
Price targets
Where 6 covering analysts think BCC trades over the next 12 months.
$96.50 +28.7% upside Strong Buy
Current$74.99 Low$89.00 Median$97.50 High$105.00 6 analysts
$89.00$105.00
Analyst rating None as of Oct 2, 2026
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
3 SEC filing reports analyzed · 0 bullish, 0 bearish, 2 mixed, 1 neutral · avg impact 4.0/10.
MIXEDINST-CLUSTER4/10
A mixed institutional cluster in BCC for Q2 2026 shows 5 buyers adding $7.3M in new positions (led b
Aug 12, 2026
MIXED8-K5/10
Boise Cascade reported Q1 2026 GAAP EPS of $0.50, beating the $0.43 consensus by 16%, on revenue of
May 4, 2026
NEUTRALDEFA14A3/10
Boise Cascade Company (BCC) has filed a definitive proxy statement (DEFA14A) for its 2026 Annual Mee
Mar 17, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Aug 3, 2026
earnings_calendar
BCC Q2 2026 Earnings Scheduled — 2026-08-03
Jun 18, 2026
ftd
FTD: BCC — 17,982 shares ($1.3M) failed to deliver
Settlement: 20260618, Price: $70.81, FTD Value: $1,273,305.42, BOISE CASCADE CO DEL COM STK (
May 5, 2026
short_interest
FTD: BCC — 42,960 shares ($3.2M) failed to deliver
Settlement: 20260505, Price: $74.33, FTD Value: $3,193,216.8, BOISE CASCADE CO DEL COM STK (
May 4, 2026
earnings_calendar
BCC Q1 2026 Earnings Scheduled — 2026-05-04
Apr 30, 2026
earnings_calendar
BCC Q1 2026 Earnings Scheduled — 2026-04-30
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $1.14 | $1.08–$1.20 | 96.6% | -8.1% | 0↑ 5↓ | $1.8B | 6 |
| Next Q | $0.68 | $0.44–$0.81 | 181.3% | -12.5% | 2↑ 3↓ | $1.5B | 6 |
| Current FY | $3.93 | $3.65–$4.10 | 11.3% | +7.6% | 5↑ 1↓ | $6.6B | 6 |
| Next FY | $5.29 | $4.48–$5.95 | 34.6% | -2.1% | 1↑ 3↓ | $6.9B | 6 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $1.140 | — |
| 7d ago | $1.268 | -0.128 |
| 30d ago | $1.240 | -0.100 |
| 60d ago | $1.240 | -0.100 |
| 90d ago | $1.250 | -0.110 |
Institutional ownership
Which big funds own BCC (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $2.2B total value (28,250,380 shares) as of 2026-Q2. Top holders: Erste, BlackRock,, DIMENSIONAL.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| Erste Asset Management GmbH | 0 | $0.00 | 0.0% | — |
| BlackRock, Inc. | 5,973,585 | $463.7M | 21.2% | — |
| DIMENSIONAL FUND ADVISORS LP | 2,281,497 | $177.1M | 8.1% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 2,201,610 | $170.9M | 7.8% | — |
| WELLINGTON MANAGEMENT GROUP LLP | 1,824,952 | $141.7M | 6.5% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 1,590,960 | $123.5M | 5.6% | — |
| STATE STREET CORP | 1,497,224 | $116.2M | 5.3% | — |
| ALLIANCEBERNSTEIN L.P. | 1,301,383 | $98.7M | 4.5% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 924,644 | $71.8M | 3.3% | — |
| AMERICAN CENTURY COMPANIES INC | 891,728 | $69.2M | 3.2% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| JACOBS LEVY EQUITY MANAGEMENT, INC | ADD | 443,701 | 573,230 | +29.2% | $44.5M |
| MILLENNIUM MANAGEMENT LLC | DOUBLED | 161,345 | 560,381 | +247.3% | $43.5M |
| NORGES BANK | NEW | — | 207,200 | — | $16.1M |
| Allianz Asset Management GmbH | ADD | 140,352 | 202,949 | +44.6% | $15.8M |
| Point72 Asset Management, L.P. | NEW | — | 188,015 | — | $14.6M |
| GLENMEDE TRUST CO NA | ADD | 102,420 | 153,382 | +49.8% | $11.9M |
| ROYCE & ASSOCIATES LP | ADD | 100,000 | 128,020 | +28.0% | $9.9M |
| VICTORY CAPITAL MANAGEMENT INC | ADD | 87,391 | 113,134 | +29.5% | $8.8M |
| Hudson Bay Capital Management LP | ADD | 81,211 | 103,878 | +27.9% | $8.1M |
| Allspring Global Investments Holdings, LLC | ADD | 62,157 | 100,453 | +61.6% | $7.6M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
16 insiders, 50 transactions. Net -$665.8K — $0.00 bought, $665.8K sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Aug 27, 2026 | Twedt Jill | SVP General Counsel & Corp Sec | SELL | 1,250 | $79.40 | $99.3K |
| Aug 5, 2026 | MATULA KRISTOPHER J | Director | SELL | 1,930 | $84.58 | $163.2K |
| May 13, 2026 | Twedt Jill | SVP General Counsel & Corp Sec | SELL | 6,070 | $66.45 | $403.4K |
| Apr 30, 2026 | Jorgensen Nate | Director | AWARD | 252 | — | — |
| Mar 3, 2026 | Jorgensen Nate | CEO | AWARD | 1,813 | — | — |
| Mar 3, 2026 | Jorgensen Nate | CEO | AWARD | 1,813 | — | — |
| Mar 1, 2026 | MCDOUGALL DUANE CHARLES | Director | AWARD | 1,813 | — | — |
| Mar 1, 2026 | Little Troy | EVP, Wood Products | TAX W/H | 1,629 | $82.74 | $134.8K |
| Mar 1, 2026 | MATULA KRISTOPHER J | Director | AWARD | 1,813 | — | — |
| Mar 1, 2026 | Little Troy | EVP, Wood Products | TAX W/H | 1,498 | $82.74 | $123.9K |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for BCC.
Shares short
1,617,596
Settlement Sep 15, 2026
Change vs prior
+6.2%
Semi-monthly cycle
Days to cover
5.4
At avg daily volume
Of shares outstanding
≈4.6%
Estimate — not % of float
All BCC filing & press-release reports (3)
- INST-CLUSTER reportAug 12, 2026
- 8-K reportMay 4, 2026
- DEFA14A reportMar 17, 2026