Boise Cascade L.L.C. (BCC) reported first-quarter 2026 results with revenue of $1.50 billion, down 2.47% year-over-year. Gross profit declined to $243.54 million (-6.44% YoY), while operating profit fell to $27.79 million (-49.04% YoY). Net income attributable to common shareholders was $17.84 million, a decrease of 55.78% YoY, and diluted earnings per share came in at $0.50 (-52.83% YoY).
On the cash flow and balance sheet side, operating cash flow was negative and capital spending moderated. Cash and liquidity moved lower year-over-year.
The company beat consensus on both the top and bottom lines for the quarter.
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 138 institutional investors add shares of Boise Cascade L.L.C. stock to their portfolio, and 192 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. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API.
Boise Cascade L.L.C. Analyst Ratings
Wall Street analysts have issued reports on $BCC in the last several months. We have seen 1 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
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 3 analysts offer price targets for $BCC in the last 6 months, with a median target of $95.0.
Here are some recent targets:
- Michael Roxland from Truist Securities set a target price of $100.0 on 04/15/2026
- Susan Maklari from Goldman Sachs set a target price of $94.0 on 02/25/2026
- Kurt Yinger from DA Davidson set a target price of $95.0 on 02/24/2026