BCC Boise Cascad Llc

Wedge Capital Management L L P NC increased its stake in Boise Cascade, L.L.C. (NYSE:BCC) by 16.0% in Q3, now holding 153,873 shares. Institutional investors collectively own 96.18% of the company, which reported Q3 EPS of $0.58 and revenue of $1.67 billion. Analysts maintain a "Moderate Buy" rating with a consensus target price of $102.50 for Boise Cascade.

│Squarepoint Ops LLC recently acquired a new stake of 22,371 shares, valued at approximately $1.94 million, in Boise Cascade (NYSE:BCC), representing about 0.06% of the company. Analysts have a "Moderate Buy" consensus rating with an average price target of $102.50 for BCC, despite recent price target revisions. Boise Cascade reported quarterly earnings matching analyst estimates and announced a quarterly dividend of $0.22 per share.

Boise Cascade (BCC) shares slipped on Dec. 19, 2025, trading at $74.95, down 3.54%, driven by a "Strong Sell" ranking from Zacks due to downward earnings estimate revisions and broader market re-pricing of housing demand, interest rates, and commodity pricing. The company recently completed an acquisition, announced a CEO transition for March 2026, and continues capital returns through dividends and share buybacks, despite Q3 2025 profitability compression. Investors are closely watching housing starts, pricing, and capital allocation strategies amidst a cautious near-term outlook for the housing market.

Boise Cascade has acquired Holden Humphrey, a leading wholesale distributor of specialty building materials in the Northeast, including structural wood products and siding. This acquisition aims to enhance Boise Cascade's sales and distribution capabilities in the region. Holden Humphrey will operate as part of Boise Cascade's wood products division, retaining its brand and leadership.

Boise Cascade Company has completed its acquisition of Humphrey Company, Inc. (d/b/a Holden Humphrey), a building materials distributor based in Chicopee, MA. This acquisition is expected to strengthen Boise Cascade's distribution partnerships and expand product access for customers in the northeast region. Jo Barney, executive vice president of Boise Cascade’s Building Materials Distribution division, expressed enthusiasm for welcoming the Holden Humphrey team.

Boise Cascade Company has completed the acquisition of Holden Humphrey, a building materials distributor, to strengthen its market position in the Northeast. This acquisition supports Boise Cascade's strategy of expanding its Building Materials Distribution segment and is expected to boost distribution partnerships and long-term growth. The company's shares have outperformed its industry, driven by its focus on expanding operations and an integrated business model.