Boise Cascade Company
boothcheck covers Boise Cascade Company (BCC) but does not put one priced-in number on it: here the defensible answer is the evidence rather than a point estimate. boothcheck publishes no house fair value, target price, or buy/sell rating. Narrative composed July 25, 2026.
• Boise Cascade sits on both sides of its own trade: the distribution arm is the mills' single largest customer, taking ⟦approximately 71% of our Wood Products segment's overall sales in 2025⟧, so most of what the company manufactures is sold internally before it ever meets an outside buyer. • Operating margin has compressed to about 3% of sales against a through-the-cycle level near 6%, and the squeeze is sharpest in engineered wood, where segment income fell to 8.5 million dollars in the March
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311 institutional managers reported holding BCC in 13F filings for the quarter ended 2026-03-31. Together they hold about 94% of the company; the top 10 hold 58%. 44 opened new positions that quarter. Held by BlackRock, Vanguard Group, Wellington Management, among others. On the short side, 1.2M shares were sold short as of the 2026-06-15 count, about 3% of shares outstanding (3.2 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
BCC has cut its share count 9% over the past five years, spending $449.95M on repurchases. It pays a dividend, and has for 9 years running; the current rate is $0.86 a share annually. Cash returned over the past three years: $487.33M in dividends and $448.41M in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
No open-market insider buys on file at BCC over the trailing three years. Absence is a fact about the company, not a signal. 16 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
BCC's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2022-05-06 | -10.6% | -19.7% |
| 2022-08-02 | -3.8% | -6.6% |
| 2022-11-01 | -1.5% | +4.8% |
| 2024-05-07 | -3.9% | -12.4% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
BCC's latest 8-K filings: 2026-07-30 (items 7.01, 9.01); 2026-05-04 (items 2.02, 5.07, 9.01); 2026-05-01 (items 7.01, 9.01); 2026-02-23 (items 2.02, 9.01); 2026-02-06 (items 7.01, 9.01).
Item codes are the SEC's own classification of what each report discloses. Dates link to the filing on EDGAR. Nothing here is investment advice.
Model solve date: 2026-Q2
Narrative composed: July 25, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.