Boise Cascade (NYSE:BCC) Posts Earnings Results, Beats Estimates By $0.40 EPS

Boise Cascade (NYSE:BCC) announced its earnings results on Monday. The construction company reported $1.63 EPS for the quarter, topping the consensus estimate of $1.23 by $0.40, FiscalAI reports. The firm had revenue of $1.83 billion for the quarter, compared to analysts’ expectations of $1.77 billion. Boise Cascade had a return on equity of 5.55% and a net margin of 1.73%.The firm’s quarterly revenue was up 5.2% compared to the same quarter last year. During the same quarter in the previous year, the company earned $1.64 earnings per share.

Boise Cascade Trading Up 8.6%

NYSE:BCC opened at $82.92 on Tuesday. The stock has a fifty day simple moving average of $74.08 and a 200 day simple moving average of $76.92. The firm has a market capitalization of $2.92 billion, a price-to-earnings ratio of 28.01, a price-to-earnings-growth ratio of 1.05 and a beta of 1.08. Boise Cascade has a 1-year low of $65.00 and a 1-year high of $91.97. The company has a quick ratio of 1.37, a current ratio of 2.77 and a debt-to-equity ratio of 0.24.

Boise Cascade Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Wednesday, September 16th. Stockholders of record on Tuesday, September 1st will be issued a dividend of $0.23 per share. This is a positive change from Boise Cascade’s previous quarterly dividend of $0.22. This represents a $0.92 annualized dividend and a dividend yield of 1.1%. The ex-dividend date of this dividend is Tuesday, September 1st. Boise Cascade’s dividend payout ratio (DPR) is currently 31.08%.

Analyst Ratings Changes

Several equities analysts have recently issued reports on the company. Truist Financial set a $97.00 price target on Boise Cascade in a research report on Wednesday, May 6th. Bank of America upped their price target on shares of Boise Cascade from $80.00 to $81.00 and gave the company an “underperform” rating in a report on Tuesday, July 14th. Zacks Research upgraded shares of Boise Cascade from a “hold” rating to a “strong-buy” rating in a research report on Friday, July 17th. DA Davidson reduced their price objective on shares of Boise Cascade from $95.00 to $92.00 and set a “buy” rating for the company in a research report on Wednesday, May 6th. Finally, Weiss Ratings raised shares of Boise Cascade from a “sell (d+)” rating to a “hold (c-)” rating in a research note on Monday, May 18th. One investment analyst has rated the stock with a Strong Buy rating, three have given a Buy rating, two have given a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus target price of $92.80.

Insider Transactions at Boise Cascade

In other Boise Cascade news, SVP Jill Twedt sold 6,070 shares of the company’s stock in a transaction dated Wednesday, May 13th. The shares were sold at an average price of $66.45, for a total transaction of $403,351.50. Following the completion of the sale, the senior vice president directly owned 26,545 shares of the company’s stock, valued at approximately $1,763,915.25. This represents a 18.61% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Insiders own 1.42% of the company’s stock.

Institutional Trading of Boise Cascade

Large investors have recently added to or reduced their stakes in the company. Royal Bank of Canada lifted its stake in Boise Cascade by 4.0% in the 1st quarter. Royal Bank of Canada now owns 34,704 shares of the construction company’s stock worth $3,404,000 after acquiring an additional 1,332 shares in the last quarter. AQR Capital Management LLC boosted its holdings in shares of Boise Cascade by 8.8% during the first quarter. AQR Capital Management LLC now owns 36,639 shares of the construction company’s stock worth $3,594,000 after purchasing an additional 2,966 shares during the period. Jones Financial Companies Lllp grew its position in Boise Cascade by 1,638.4% during the first quarter. Jones Financial Companies Lllp now owns 4,120 shares of the construction company’s stock valued at $404,000 after purchasing an additional 3,883 shares in the last quarter. United Services Automobile Association acquired a new position in Boise Cascade in the 1st quarter valued at approximately $258,000. Finally, UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC lifted its position in Boise Cascade by 2.0% in the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 203,631 shares of the construction company’s stock worth $19,974,000 after buying an additional 3,978 shares in the last quarter. 96.18% of the stock is owned by institutional investors and hedge funds.

More Boise Cascade News

Here are the key news stories impacting Boise Cascade this week:

• Positive Sentiment: Q2 earnings exceeded expectations: Boise Cascade reported $1.63 in adjusted earnings per share, $0.40 above the $1.23 analyst consensus. Revenue reached $1.83 billion, topping the $1.77 billion estimate and increasing 5.2% year over year. The earnings beat likely drove the positive investor reaction. Boise Cascade Company Reports Second Quarter 2026 Results
• Positive Sentiment: Nationwide James Hardie partnership expanded: Boise Cascade’s Building Materials Distribution division will become the sole nationwide distributor for James Hardie’s complete portfolio of exterior building products and those of its North American affiliates. The broader arrangement could increase Boise Cascade’s product reach, customer opportunities and distribution volumes, although the companies did not provide a specific financial forecast. Boise Cascade and James Hardie Expand U.S. Nationwide Distribution Partnership
• Neutral Sentiment: Profitability remained mixed: Quarterly revenue grew from the prior year, but EPS was slightly below the $1.64 reported in the same period last year. Boise Cascade posted a 1.73% net margin and 5.55% return on equity, indicating that the earnings beat occurred amid relatively modest profitability. Boise Cascade Q2 2026

About Boise Cascade

Boise Cascade Company operates as a leading manufacturer and distributor of wood products and building materials in North America. The company’s operations are organized into two primary segments: wood products manufacturing and building materials distribution. In its manufacturing segment, Boise Cascade produces a wide array of engineered wood products, including plywood, oriented strand board (OSB), lumber, particleboard and laminated veneer lumber (LVL), serving residential, commercial and industrial customers.

In its distribution segment, Boise Cascade sources and delivers building materials through an extensive network of distribution centers, servicing professional builders, remodelers, contractors and industrial customers.