Q3 Earnings Estimate for Boise Cascade Issued By DA Davidson

Key Points

• DA Davidson has lowered its Q3 2025 earnings estimate for Boise Cascade to $0.59 per share, down from a previous estimate of $1.04, while maintaining a "Buy" rating and a price target of $100.00.
• Boise Cascade's recent quarterly earnings report showed an EPS of $1.64, missing expectations of $1.69, with revenue of $1.74 billion, slightly below the $1.76 billion forecast.
• The company announced an increase in its quarterly dividend to $0.22 per share, reflecting a boost from the prior dividend of $0.21, resulting in an annualized dividend yield of 1.1%.

Boise Cascade, L.L.C. (NYSE:BCC - Free Report) - Research analysts at DA Davidson decreased their Q3 2025 earnings per share (EPS) estimates for shares of Boise Cascade in a note issued to investors on Wednesday, September 17th. DA Davidson analyst K. Yinger now anticipates that the construction company will earn $0.59 per share for the quarter, down from their previous forecast of $1.04. DA Davidson has a "Buy" rating and a $100.00 price objective on the stock. The consensus estimate for Boise Cascade's current full-year earnings is $10.15 per share. DA Davidson also issued estimates for Boise Cascade's FY2025 earnings at $3.85 EPS and FY2026 earnings at $5.26 EPS.

A number of other equities analysts have also recently weighed in on BCC. Truist Financial lowered their price target on Boise Cascade from $101.00 to $96.00 and set a "buy" rating for the company in a report on Wednesday, September 17th. Bank of America reduced their price target on Boise Cascade from $111.00 to $107.00 and set a "buy" rating on the stock in a research report on Wednesday, July 9th. Finally, BMO Capital Markets reaffirmed a "market perform" rating and issued a $100.00 price target on shares of Boise Cascade in a research report on Tuesday, September 16th. Four equities research analysts have rated the stock with a Buy rating and three have given a Hold rating to the stock. According to data from MarketBeat.com, the company presently has an average rating of "Moderate Buy" and a consensus price target of $110.67.

Boise Cascade Trading Up 0.1%

Shares of NYSE BCC traded up $0.10 during mid-day trading on Friday, reaching $79.57. 537,959 shares of the company's stock were exchanged, compared to its average volume of 356,399. The firm has a market capitalization of $2.97 billion, a price-to-earnings ratio of 11.68, a PEG ratio of 5.41 and a beta of 1.33. The company has a debt-to-equity ratio of 0.21, a quick ratio of 1.54 and a current ratio of 2.96. Boise Cascade has a 52-week low of $78.44 and a 52-week high of $155.42. The company's 50-day moving average is $85.74 and its 200-day moving average is $90.09.

Boise Cascade (NYSE:BCC - Get Free Report) last issued its earnings results on Monday, August 4th. The construction company reported $1.64 earnings per share (EPS) for the quarter, missing the consensus estimate of $1.69 by ($0.05). The company had revenue of $1.74 billion during the quarter, compared to analysts' expectations of $1.76 billion. Boise Cascade had a net margin of 4.00% and a return on equity of 12.26%. The firm's quarterly revenue was down 3.2% compared to the same quarter last year. During the same quarter in the previous year, the company earned $2.84 earnings per share.

Boise Cascade Increases Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Wednesday, September 17th. Investors of record on Tuesday, September 2nd were issued a dividend of $0.22 per share. This is a boost from Boise Cascade's previous quarterly dividend of $0.21. This represents a $0.88 dividend on an annualized basis and a yield of 1.1%. The ex-dividend date of this dividend was Tuesday, September 2nd. Boise Cascade's dividend payout ratio is currently 12.92%.

Insider Buying and Selling

In related news, COO Jeffrey Robert Strom sold 1,000 shares of the company's stock in a transaction on Friday, August 22nd. The stock was sold at an average price of $91.06, for a total transaction of $91,060.00. Following the transaction, the chief operating officer owned 37,026 shares of the company's stock, valued at $3,371,587.56. This represents a 2.63% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, EVP Troy Little sold 2,033 shares of the company's stock in a transaction on Thursday, August 7th. The stock was sold at an average price of $83.10, for a total value of $168,942.30. Following the transaction, the executive vice president directly owned 12,701 shares in the company, valued at $1,055,453.10. This represents a 13.80% decrease in their position. The disclosure for this sale can be found here. Insiders have sold 4,815 shares of company stock valued at $409,637 over the last quarter. Company insiders own 1.11% of the company's stock.

Institutional Trading of Boise Cascade

A number of institutional investors have recently bought and sold shares of the company. Vanguard Group Inc. lifted its position in shares of Boise Cascade by 1.6% in the first quarter. Vanguard Group Inc. now owns 4,422,544 shares of the construction company's stock valued at $433,807,000 after acquiring an additional 70,231 shares in the last quarter. Wellington Management Group LLP lifted its position in shares of Boise Cascade by 1.4% in the first quarter. Wellington Management Group LLP now owns 2,629,978 shares of the construction company's stock valued at $257,975,000 after acquiring an additional 35,639 shares in the last quarter. Westwood Holdings Group Inc. lifted its position in shares of Boise Cascade by 9.7% in the second quarter. Westwood Holdings Group Inc. now owns 1,645,026 shares of the construction company's stock valued at $142,821,000 after acquiring an additional 145,721 shares in the last quarter. American Century Companies Inc. lifted its position in shares of Boise Cascade by 4.5% in the second quarter. American Century Companies Inc. now owns 1,281,435 shares of the construction company's stock valued at $111,254,000 after acquiring an additional 55,052 shares in the last quarter. Finally, Geode Capital Management LLC lifted its position in shares of Boise Cascade by 0.8% in the second quarter. Geode Capital Management LLC now owns 947,477 shares of the construction company's stock valued at $82,267,000 after acquiring an additional 7,618 shares in the last quarter. 96.18% of the stock is currently owned by hedge funds and other institutional investors.

About Boise Cascade

Boise Cascade Company engages in manufacture of wood products and distribution of building materials in the United States and Canada. It operates through two segments, Wood Products and Building Materials Distribution. The Wood Products segment manufactures laminated veneer lumber and laminated beams used in headers and beams; I-joists for residential and commercial flooring and roofing systems, and other structural applications; structural, appearance, and industrial plywood panels; and ponderosa pine shop lumber and appearance grade boards.