WFG
WEST FRASER TIMBER CO., LTDPrice
Daily candles with volume. Pins mark insider trades, rating changes, 13F stakes, reports, catalysts and short-interest jumps.
Signal stack
Where each data set points today.
- InstitutionsMIXED
Q2 2026: 12 added (2 new), 12 trimmed or exited. Largest new: Wellington Management Group $21.4M, Nomura Asset Management International $12.9M.
- AnalystsBULLISH
7 of 9 rate it Buy or better. Every target is above the price.
- Short sellersSTEADY
Short interest −0.4% to 2.70M shares. 12.8 days to cover, ≈3.5% of shares.
- TrendRANGE
2% above its 50-day average.
Who's buying
13F· Q2 2026| Fund | Move | Value |
|---|---|---|
| GOLDMAN SACHS GROUP INC | ADD | $68.7M |
| VAN ECK ASSOCIATES CORP | DOUBLED | $49.8M |
| FMR LLC | TRIM | $36.0M |
| WELLINGTON MANAGEMENT GROUP LLP | NEW | $21.4M |
| Allianz Asset Management GmbH | ADD | $13.9M |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | NEW | $12.9M |
| MORGAN STANLEY | ADD | $10.8M |
| TORONTO DOMINION BANK | ADD | $6.9M |
Quarterly 13F filings are due 45 days after each quarter ends.
The Street
9 analystsPrice is below the lowest target. Median implies +22%.Targets as of Oct 26, 2026.
| Date | Firm | Rating |
|---|---|---|
| Oct 16, 2026 | RBC Capital MAINTAIN | Outperform |
| Sep 15, 2026 | Raymond James UPGRADE | Outperform |
| Jul 17, 2026 | RBC Capital MAINTAIN | Outperform |
| May 1, 2026 | TD Cowen MAINTAIN | Buy |
| May 1, 2026 | RBC Capital MAINTAIN | Outperform |
Earnings setup
EstimatesRevision history: 🔒 Fresh data, subscribers only
| Period | EPS est. | Range | 30D rev. | Revenue |
|---|---|---|---|---|
| Current Q | 🔒 Fresh data, subscribers only | |||
| Next Q | 🔒 Fresh data, subscribers only | |||
| Current FY | 🔒 Fresh data, subscribers only | |||
| Next FY | 🔒 Fresh data, subscribers only | |||
Short side
FINRA· Sep 30, 2026SecBot reports
5 filings · 0 bullish · 2 bearish · 3 neutral- NEUTRAL 6-KOct 8, 2026
West Fraser filed a 6-K on October 8, 2026, solely to announce the date of its Q3 2026 earnings…
This is a routine earnings date announcement with no trading implications. Monitor the Q3 2026 earnings release on October 28 for actual financial performance and forward guidance.
- NEUTRAL 6-KSep 16, 2026
West Fraser entered into a new $500 million three-year term loan, using partial proceeds to retire…
Monitor next quarterly earnings for impact of higher interest expense from the incremental $200 million in term debt and any changes to the dividend policy or capital allocation strategy.
- BEARISH 6-KJul 29, 2026
West Fraser reported Q2-2026 results with revenue declining 6.4% YoY to $1.434B and a net loss of…
The YoY deterioration in OSB-driven earnings is severe and likely to weigh on the stock near-term, though the sequential improvement from Q1-26 (Adjusted EBITDA went from -$66M to +$59M) may provide…
- NEUTRAL 6-KJun 10, 2026
West Fraser declared a quarterly dividend of US$0.32 per share, payable July 13, 2026. This is a…
Quarterly dividend continues unchanged. Monitor upcoming quarterly earnings for operational trends in lumber and engineered wood products markets. No immediate trading catalyst.
All WFG filing & press-release reports (5)
- 6-K reportOct 8, 2026
- 6-K reportSep 16, 2026
- 6-K reportJul 29, 2026
- 6-K reportJun 10, 2026
- 6-K reportApr 29, 2026