Stella-Jones (TSE:SJ) Given New C$92.00 Price Target at National Bank Financial

Stella-Jones (TSE:SJ) had its target price cut by National Bank Financial from C$95.00 to C$92.00 in a research note released on Friday morning,BayStreet.CA reports. They currently have a sector perform rating on the stock.

Several other research analysts have also issued reports on SJ. Desjardins dropped their price target on shares of Stella-Jones from C$107.00 to C$104.00 and set a “buy” rating for the company in a research report on Thursday, May 7th. Canadian Imperial Bank of Commerce lowered their price objective on Stella-Jones from C$87.00 to C$82.00 in a research note on Thursday, July 9th. TD dropped their target price on Stella-Jones from C$106.00 to C$93.00 and set a “buy” rating for the company in a report on Monday, May 11th. Royal Bank Of Canada dropped their target price on Stella-Jones from C$85.00 to C$82.00 in a report on Thursday, July 9th. Finally, Raymond James Financial decreased their price target on Stella-Jones from C$90.00 to C$83.00 and set an “outperform” rating on the stock in a research note on Friday. Five equities research analysts have rated the stock with a Buy rating and three have given a Hold rating to the company. According to MarketBeat.com, Stella-Jones has a consensus rating of “Moderate Buy” and a consensus target price of C$91.50.

Stella-Jones Trading Up 2.7%

Shares of SJ stock opened at C$76.66 on Friday. Stella-Jones has a 52-week low of C$69.94 and a 52-week high of C$101.31. The stock has a market cap of C$4.18 billion, a price-to-earnings ratio of 13.89, a P/E/G ratio of 2.40 and a beta of -0.07. The company has a debt-to-equity ratio of 80.71, a quick ratio of 1.20 and a current ratio of 4.96. The firm has a fifty day moving average of C$79.49 and a 200-day moving average of C$85.32.

Stella-Jones (TSE:SJ) last issued its earnings results on Thursday, August 6th. The company reported C$1.59 earnings per share for the quarter. Stella-Jones had a net margin of 8.66% and a return on equity of 14.85%. The business had revenue of C$1.04 billion for the quarter. On average, equities research analysts forecast that Stella-Jones will post 6.4457565 earnings per share for the current fiscal year.

Insider Activity at Stella-Jones

In other news, Director Anne Elizabeth Giardini purchased 1,000 shares of the business’s stock in a transaction that occurred on Monday, May 11th. The stock was purchased at an average cost of C$71.25 per share, with a total value of C$71,250.00. Following the acquisition, the director directly owned 3,400 shares of the company’s stock, valued at approximately C$242,250. This trade represents a 41.67% increase in their position. Also, Director Kevin Patrick Comerford purchased 500 shares of Stella-Jones stock in a transaction on Monday, May 11th. The stock was purchased at an average price of C$72.06 per share, for a total transaction of C$36,030.00. Following the completion of the transaction, the director owned 6,176 shares of the company’s stock, valued at approximately C$445,042.56. This represents a 8.81% increase in their ownership of the stock. Insiders bought 3,443 shares of company stock valued at $247,814 in the last ninety days. Insiders own 0.14% of the company’s stock.

Key Stories Impacting Stella-Jones

Here are the key news stories impacting Stella-Jones this week:

• Neutral Sentiment: Stella-Jones reported quarterly revenue of C$1.04 billion and earnings of C$1.59 per share, with an 8.66% net margin and 14.85% return on equity. The release did not provide enough information to determine whether results exceeded analyst expectations. Stella-Jones quarterly earnings report
• Neutral Sentiment: The company’s Q2 2026 earnings call transcript provides additional management commentary and guidance that investors may use to assess demand, margins and the outlook for the remainder of the year. Stella-Jones Q2 2026 earnings call transcript
• Negative Sentiment: Raymond James lowered its price target to C$83 from C$90, while maintaining an “outperform” rating. The revised target still represents approximately 8.8% potential upside, limiting the negative impact of the cut. Raymond James Stella-Jones analyst rating
• Negative Sentiment: National Bank Financial reduced its target to C$92 from C$95 and maintained a “sector perform” rating, indicating modestly positive potential return but limited conviction. National Bank Financial Stella-Jones analyst rating
• Negative Sentiment: Desjardins cut its target to C$99 from C$104 but retained a “buy” rating, implying approximately 29.8% upside and offering the most bullish view among the updated forecasts. Desjardins Stella-Jones analyst rating
• Negative Sentiment: RBC lowered its target to C$79 from C$82 and kept a “sector perform” rating, leaving only about 3.6% implied upside. RBC Stella-Jones analyst rating

About Stella-Jones

Stella-Jones Inc produces and sells lumber and wood products. The company operates in two segments: Pressure-treated wood, which includes utility poles, railway ties, residential lumber, and industrial products; and Logs & Lumber segment comprises of the sales of logs harvested in the course of the company’s procurement process that is determined to be unsuitable for use as utility poles, it also includes the sale of excess lumber to local home-building markets. The vast majority of its revenue comes from the Pressure-treated wood segment.