Boise Cascade (BCC) Stock Rises on Q4 2025 Earnings

Boise Cascade L.L.C. ($BCC) reported fourth-quarter fiscal 2025 results with revenue of $1.46 billion and diluted earnings per share of $0.24, reflecting pressure on margins and profitability versus the prior year.

Revenue: $1.46 billion (down 6.9% year‑over‑year).

Gross profit: $231.4 million (down 22.3% year‑over‑year).

Operating profit: $16.0 million (down 82.8% year‑over‑year).

Net income attributable to common shareholders: $8.7 million (down 87.3% year‑over‑year).

Cash from operating activities: $131.0 million (up 38.5% year‑over‑year).

Capital expenditures (purchases of property, plant and equipment): $54.0 million (down 42.5% year‑over‑year).

Cash and cash equivalents: $477.2 million (down 33.1% year‑over‑year).

Total liabilities: $721.7 million (down 6.5% year‑over‑year).

Reported diluted EPS of $0.24 versus an estimate of $0.16.

Revenue of $1.46 billion versus an estimate of $1.47 billion.

Shares moved about 3.05% since market close.

Overall, the quarter shows meaningful margin compression—sharp declines in gross and operating profit drove the steep fall in net income, even as operating cash flow improved materially.

Note: This financials data is sourced from a third-party provider and has not been independently verified by Quiver.

Boise Cascade L.L.C. Hedge Fund Activity

We have seen 147 institutional investors add shares of Boise Cascade L.L.C. stock to their portfolio, and 233 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

ALLIANCEBERNSTEIN L.P. added 1,216,673 shares (+1650.3%) to their portfolio in Q4 2025, for an estimated $89,547,132
MACQUARIE GROUP LTD removed 761,234 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $56,026,822
WELLINGTON MANAGEMENT GROUP LLP removed 445,288 shares (-13.6%) from their portfolio in Q4 2025, for an estimated $32,773,196
WESTWOOD HOLDINGS GROUP INC removed 429,087 shares (-38.5%) from their portfolio in Q4 2025, for an estimated $31,580,803
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added 419,993 shares (+214282.1%) to their portfolio in Q4 2025, for an estimated $30,911,484
SCOPUS ASSET MANAGEMENT, L.P. added 359,221 shares (+inf%) to their portfolio in Q4 2025, for an estimated $26,438,665
AMERICAN CENTURY COMPANIES INC removed 333,531 shares (-26.7%) from their portfolio in Q4 2025, for an estimated $24,547,881

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.

Boise Cascade L.L.C. Congressional Stock Trading

Members of Congress have traded $BCC stock 1 times in the past 6 months. Of those trades, 0 have been purchases and 1 have been sales.

Here’s a breakdown of recent trading of $BCC stock by members of Congress over the last 6 months:

REPRESENTATIVE LISA C. MCCLAIN sold up to $15,000 on 09/25.

To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.

Boise Cascade L.L.C. Analyst Ratings

Wall Street analysts have issued reports on $BCC in the last several months. We have seen 2 firms issue buy ratings on the stock, and 0 firms issue sell ratings.

Here are some recent analyst ratings:

Truist Securities issued a "Buy" rating on 01/06/2026
DA Davidson issued a "Buy" rating on 10/24/2025

To track analyst ratings and price targets for Boise Cascade L.L.C., check out Quiver Quantitative's $BCC forecast page.

Boise Cascade L.L.C. Price Targets

Multiple analysts have issued price targets for $BCC recently. We have seen 4 analysts offer price targets for $BCC in the last 6 months, with a median target of $93.5.

Here are some recent targets:

Michael Roxland from Truist Securities set a target price of $92.0 on 01/06/2026
Kurt Yinger from DA Davidson set a target price of $95.0 on 11/20/2025
Ketan Mamtora from BMO Capital set a target price of $100.0 on 11/05/2025
Susan Maklari from Goldman Sachs set a target price of $82.0 on 10/13/2025