BCC at a glance
BOISE CASCADE Co (BCC, SEC CIK 1328581) filed its latest 10-K annual report on February 24, 2026, a 10-Q quarterly report on August 3, 2026, an 8-K current report on August 3, 2026 and Form 4 insider filings as recently as August 27, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), BOISE CASCADE Co (BCC) reported revenue of $6.4 billion (down 4.8% from FY2024) and net income of $132.8 million. Diluted EPS was $3.53.
- As of June 30, 2026, 30 institutional investment managers tracked by SignalX reported holding BOISE CASCADE Co (BCC) shares worth $1.4 billion in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Twedt Jill on August 27, 2026 of 1,250 shares at $79.40 per share.
- In the last 90 days, BCC insiders reported 0 open-market purchases ($0) and 2 open-market sales ($262K) on Form 4, a net sale of $262K.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $6.4B
- −4.8% vs prior year
- Insiders · 90 days
- 0 buys · 2 sells
- Net −$262K
- 13F holders
- 30 funds
- $1.4B · −2 vs prior quarter
- Latest 8-K
- Aug 3, 2026
- Item 2.02 · Item 8.01
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Business Overview
- Core business: Manufacture and distribute wood products and building materials, tied to residential construction demand
- New emphasis on Oakdale plywood mill modernization causing planned downtime and increased per-unit conversion costs
- Strategic shift: Inventory management leveraging data sets to mitigate risks amid volatile commodity product prices
- Notable metric: Operating income fell to $183.3M in 2025 from $490.0M in 2024, driven by lower margins and COVID-related cost increases
- Unusual fact: 31% decline in OSB prices and 17% composite panel price drop impacting segment income significantly
Risk Factors
- Interest rate risk on $50.0M variable-rate debt tied to Daily Simple SOFR at 5.1% average interest
- Foreign currency risk from Canadian sales exposure, though described as not significant
- Expiration of $50.0M interest rate swap in June 2025, previously fixed rate at 0.41% annually
- Long-term fixed-rate Senior Notes $400.0M at 4.875% maturing in 2030 reflects refinancing risk
- Concentration risk in debt structure: $450.0M total with $400.0M fixed senior notes and $50.0M variable revolving credit
Management Discussion & Analysis
- No profitability or margin figures disclosed in the section
- No cash flow, buybacks, dividends, or capex details mentioned
- Key risks: product liability claims, supply quality risk, insurance coverage uncertainty, stock price volatility due to multiple operational and market factors
AI summary of the BCC 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- MD&A excerpt contains only section headings; no quarterly revenue or YoY figures provided
- Profitability, segment performance, cash flow, capital deployment, and outlook data not included
Risk Factors
- Newly triggered supplier risk: Primary composite decking supplier termination notice received July 13, 2026
- Most material operational change: Sole replacement decking supplier effective July 31, 2026
- Near-term performance risk: Product transition may cause shortages, longer lead times, and lost customer orders
- Competitive risk: Customers may shift purchases to competitors for access to the former decking offering
- Financial risk: Inventory discounts, write-offs, or reserves may reduce profitability during liquidation
AI summary of the BCC 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 2.02: Results of Operations and Financial Condition
- Q2 2026 financial results announced August 3, 2026
- Exhibit 99.1 contains the earnings press release and reported results
Item EX-99.1: Item EX-99.1
- Boise Cascade becomes James Hardie’s sole nationwide distributor effective July 31, 2026
- Portfolio expansion adds AZEK trim and moulding plus TimberTech decking and railing to distributed products
Item 8.01: Other Events
- 10-year exclusive distribution agreement makes BCC the sole full-line national distributor for James Hardie exterior products
- BCC must purchase Products exclusively and avoid specified competing products at designated branches
Item EX-99.1: Item EX-99.1
- Quarterly dividend raised 5% to $0.23 per share, signaling continued shareholder-return commitment
- Payment scheduled for September 16, 2026, to shareholders of record September 1, 2026
Item 7.01: Regulation FD Disclosure
- Quarterly dividend declared at $0.23 per share
- September 1, 2026 record date for eligible stockholders
Item 2.02: Results of Operations and Financial Condition
- First-quarter 2026 financial results announced, marking the company’s latest operating update
- Detailed results and management commentary available in Exhibit 99.1
Item 5.07: Submission of Matters to a Vote of Security Holders
- All ten director nominees elected to one-year terms expiring at the 2027 annual meeting
- Executive compensation approved, with 30,375,119 votes for and 891,993 against
Item EX-99.1: Item EX-99.1
- Q1 sales $1.5B, down 2%; net income $17.8M, down 56%, with diluted EPS $0.50 versus $1.06
- Adjusted EBITDA $66.6M, down 27%, reflecting lower pricing and margins across both operating segments
AI summaries of BCC 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for BCC
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Twedt Jill | Sell | Aug 27, 2026 | 1,250 | $79.40 |
| MATULA KRISTOPHER J | Sell | Aug 5, 2026 | 1,930 | $84.58 |
| Twedt Jill | Sell | May 13, 2026 | 6,070 | $66.45 |
| Jorgensen Nate | A | Apr 30, 2026 | 252 | - |
| Jorgensen Nate | A | Mar 3, 2026 | 1,813 | - |
| Humphreys Amy | A | Mar 1, 2026 | 1,813 | - |
| MCDOUGALL DUANE CHARLES | A | Mar 1, 2026 | 1,813 | - |
| MATULA KRISTOPHER J | A | Mar 1, 2026 | 1,813 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $6.7B | $6.4B |
| Operating Income | - | $490.0M | $183.3M |
| Net Income | $483.7M | $376.4M | $132.8M |
| Op. Margin | - | 7.3% | 2.9% |
| Net Margin | - | 5.6% | 2.1% |
| Balance Sheet | |||
| Total Assets | $3.5B | $3.4B | $3.2B |
| Equity | - | $2.2B | $2.1B |
| ROE | - | 17.5% | 6.4% |
| Per Share | |||
| EPS | $12.12 | $9.57 | $3.53 |
| Cash Flow | |||
| Operating CF | - | $438.3M | $254.1M |
| CapEx | $215.4M | $229.6M | $241.4M |
Source: XBRL data in BOISE CASCADE Co (BCC)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate BCC share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 30 | $1.42B |
| Q1 2026 | 32 | $1.42B |
| Q4 2025 | 28 | $1.42B |
| Q3 2025 | 30 | $1.55B |
| Q2 2025 | 31 | $1.77B |
| Q1 2025 | 29 | $1.31B |
| Q4 2024 | 24 | $1.46B |
| Q3 2024 | 21 | $1.09B |
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- Raymond James Financial−3.7K
- Allstate−3.1K
Source: 13F-HR filings on SEC EDGAR (aggregated from 225 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
BCC filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Aug 27, 2026 | - | - | - |
| 4 | Aug 6, 2026 | - | - | - |
| 10-Q | Aug 3, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Aug 3, 2026 | - | Analysis | - |
| 8-K | Jul 30, 2026 | - | Analysis | - |
| 4 | May 14, 2026 | - | - | |
| 8-K | May 4, 2026 | - | Analysis | - |
| 10-Q | May 4, 2026 | Mar 31, 2026 | Analysis | |
| 8-K | May 1, 2026 | - | Analysis | - |
| 4 | May 1, 2026 | - | - | - |
| SC 13G | Apr 29, 2026 | - | - | |
| SC 13G | Apr 29, 2026 | - | - | |
| 4 | Mar 13, 2026 | - | - | - |
| 4 | Mar 13, 2026 | - | - | - |
| 4 | Mar 13, 2026 | - | - | - |
| 4 | Mar 13, 2026 | - | - | - |
| 4 | Mar 13, 2026 | - | - | - |
| 4 | Mar 13, 2026 | - | - | - |
| 4 | Mar 3, 2026 | - | - | - |
| 4 | Mar 3, 2026 | - | - | - |
| 4 | Mar 3, 2026 | - | - | - |
| 4 | Mar 3, 2026 | - | - | - |
| 4 | Mar 3, 2026 | - | - | - |
| 4 | Mar 3, 2026 | - | - | - |
| 4 | Mar 3, 2026 | - | - | - |
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BCC SEC filings: frequently asked questions
Are BCC insiders buying or selling?
In the last 90 days, BOISE CASCADE Co (BCC) officers, directors and 10% owners reported no open-market purchases and 2 open-market sales worth $262,489 by 2 insiders on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold BCC stock?
As of June 30, 2026, the largest BOISE CASCADE Co (BCC) holders among the 13F filers tracked by SignalX were BlackRock ($463.7 million), Dimensional Fund Advisors ($177.1 million), Vanguard Portfolio Management LLC ($170.9 million), Vanguard Capital Management LLC ($123.5 million), State Street Corp ($116.2 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was BCC's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), BOISE CASCADE Co (BCC) reported revenue of $6.4 billion (down 4.8% from FY2024) and net income of $132.8 million. Diluted EPS was $3.53. The figures come from the XBRL data in the 10-K.
What are the main risks in BCC's latest 10-K?
In the 10-K filed February 24, 2026, BOISE CASCADE Co (BCC) flagged: Interest rate risk on $50.0M variable-rate debt tied to Daily Simple SOFR at 5.1% average interest. Foreign currency risk from Canadian sales exposure, though described as not significant. (AI summary of the Risk Factors section.)
What did BCC report in its latest 8-K?
BOISE CASCADE Co (BCC) filed an 8-K on August 3, 2026 reporting Item 2.02 (Results of Operations and Financial Condition) and Item 8.01 (Other Events). Q2 2026 financial results announced August 3, 2026.
What are the latest BCC SEC filings?
BOISE CASCADE Co (BCC) filed its latest 10-K annual report on February 24, 2026, a 10-Q quarterly report on August 3, 2026, an 8-K current report on August 3, 2026 and a Form 4 insider filing on August 27, 2026.
What is BCC's SEC CIK number?
BOISE CASCADE Co (BCC)'s SEC Central Index Key (CIK) is 1328581. EDGAR lists every BCC filing under that number.
Ask anything about BCC
The research agent reads BCC's filings, financials, insider trades and 13F holders, then answers with sources.