Sei Investments Co. Lowers Position in Boise Cascade, L.L.C. $BCC

Sei Investments Co. trimmed its holdings in shares of Boise Cascade, L.L.C. (NYSE:BCC) by 56.3% during the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 65,932 shares of the construction company’s stock after selling 85,066 shares during the period. Sei Investments Co.’s holdings in Boise Cascade were worth $5,001,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors have also added to or reduced their stakes in BCC. Cetera Investment Advisers bought a new stake in shares of Boise Cascade in the 1st quarter valued at about $342,000. First Trust Advisors LP boosted its stake in shares of Boise Cascade by 9.1% during the first quarter. First Trust Advisors LP now owns 60,024 shares of the construction company’s stock valued at $4,553,000 after purchasing an additional 4,999 shares in the last quarter. Dimensional Fund Advisors LP increased its holdings in Boise Cascade by 2.0% during the first quarter. Dimensional Fund Advisors LP now owns 2,325,781 shares of the construction company’s stock valued at $176,410,000 after buying an additional 46,561 shares during the period. Assetmark Inc. increased its holdings in Boise Cascade by 8.7% during the first quarter. Assetmark Inc. now owns 68,207 shares of the construction company’s stock valued at $5,174,000 after buying an additional 5,465 shares during the period. Finally, Allspring Global Investments Holdings LLC raised its stake in Boise Cascade by 1.6% in the first quarter. Allspring Global Investments Holdings LLC now owns 62,157 shares of the construction company’s stock worth $4,667,000 after buying an additional 961 shares in the last quarter. Hedge funds and other institutional investors own 96.18% of the company’s stock.

More Boise Cascade News

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

• Positive Sentiment: Q2 earnings and revenue exceeded expectations. Boise Cascade reported adjusted earnings of $1.63 per share, beating the $1.23 consensus estimate, while revenue reached $1.83 billion versus expectations of $1.77 billion. Revenue increased 5.2% year over year, supporting the bullish reaction. Boise Cascade second-quarter earnings report
• Positive Sentiment: Distribution partnership with James Hardie expands. Boise Cascade’s Building Materials Distribution division will become the sole nationwide distributor of James Hardie’s complete portfolio of exterior building products in the United States. The agreement could broaden Boise Cascade’s product offering, strengthen customer relationships and support distribution growth. Boise Cascade and James Hardie expand nationwide distribution partnership
• Neutral Sentiment: Management’s earnings call presented a mixed outlook. The call emphasized growth opportunities but also discussed transition risks, meaning investors may be weighing the longer-term benefits of expansion against near-term execution challenges. Boise Cascade balances growth with transition risks
• Negative Sentiment: Profitability remained relatively modest. Despite the earnings beat, Boise Cascade reported a net margin of 1.73%, while quarterly EPS was slightly below the $1.64 recorded in the year-earlier period. These factors could limit enthusiasm if costs or transition expenses increase. Boise Cascade second-quarter 2026 results

Analyst Ratings Changes

BCC has been the topic of several recent research reports. Truist Financial set a $97.00 target price on Boise Cascade in a research report on Wednesday, May 6th. Bank of America upped their price objective on Boise Cascade from $80.00 to $81.00 and gave the stock an “underperform” rating in a research note on Tuesday, July 14th. DA Davidson dropped their price objective on Boise Cascade from $95.00 to $92.00 and set a “buy” rating on the stock in a research report on Wednesday, May 6th. Zacks Research raised Boise Cascade from a “hold” rating to a “strong-buy” rating in a research report on Friday, July 17th. Finally, Weiss Ratings lowered Boise Cascade from a “hold (c-)” rating to a “sell (d+)” rating in a research note on Monday. One investment analyst has rated the stock with a Strong Buy rating, three have assigned a Buy rating, one has issued a Hold rating and two have given a Sell rating to the company. Based on data from MarketBeat.com, the stock currently has an average rating of “Hold” and an average target price of $92.80.

Insider Activity at Boise Cascade

In related news, SVP Jill Twedt sold 6,070 shares of Boise Cascade stock in a transaction that occurred on Wednesday, May 13th. The shares were sold at an average price of $66.45, for a total value of $403,351.50. Following the completion of the sale, the senior vice president directly owned 26,545 shares in the company, valued at $1,763,915.25. This trade represents a 18.61% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. 1.42% of the stock is owned by insiders.

Boise Cascade Stock Performance

Shares of BCC opened at $86.63 on Wednesday. The company has a current ratio of 2.77, a quick ratio of 1.37 and a debt-to-equity ratio of 0.24. The firm has a market cap of $3.05 billion, a PE ratio of 29.27, a P/E/G ratio of 1.15 and a beta of 1.10. Boise Cascade, L.L.C. has a 12 month low of $65.00 and a 12 month high of $91.97. The stock has a fifty day moving average price of $74.45 and a 200-day moving average price of $76.93.

Boise Cascade (NYSE:BCC) last announced its earnings results on Monday, August 3rd. The construction company reported $1.63 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.23 by $0.40. Boise Cascade had a return on equity of 5.37% and a net margin of 1.64%.The company had revenue of $1.83 billion for the quarter, compared to analyst estimates of $1.77 billion. During the same period in the prior year, the company posted $1.64 EPS. The firm’s quarterly revenue was up 5.2% compared to the same quarter last year. Equities research analysts predict that Boise Cascade, L.L.C. will post 3.83 earnings per share for the current fiscal year.

Boise Cascade Increases Dividend

The business also recently disclosed 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 represents a $0.92 annualized dividend and a dividend yield of 1.1%. This is an increase from Boise Cascade’s previous quarterly dividend of $0.22. The ex-dividend date is Tuesday, September 1st. Boise Cascade’s dividend payout ratio is currently 29.73%.

Boise Cascade Profile

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.