Held · Bookmarked
0 · 0
portfolios · users
Avg position size
—
of holders' portfolios
13F filers
2
institutions
Market cap
$5.5B
78M shares
52-week range
$57.34 – $76.99
72% from low
Exchange
NYSE
CS
P/S (TTM)
1.2
West Fraser Timber is a softwood lumber company that also produces wood panels and pulp products. The company produces its wood products globally, with lumber mills in British Columbia, Alberta, Europe, and the Southeastern United States. Following its acquisition of Norbord in 2021, West Fraser is one of the largest oriented strand board producers in the world.
www.westfraser.comNo one on the platform currently holds WFG.
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2026-03-31 | 17,800 | $1.2M |
| Bridgewater Associatesas of 2025-03-31 | 5,826 | $447.4K |
| Ex-date | Per share | Pay date |
|---|---|---|
| 2026-06-25 | $0.3200 | 2026-07-13 |
| 2026-03-13 | $0.3200 | 2026-04-02 |
| 2025-12-29 | $0.3200 | 2026-01-14 |
| 2025-09-25 | $0.3200 | 2025-10-14 |
| 2025-06-26 | $0.3200 | 2025-07-14 |
| 2025-03-14 | $0.3200 | 2025-04-03 |
| 2024-12-27 | $0.3200 | 2025-01-14 |
| 2024-09-26 | $0.3200 | 2024-10-11 |
| 2024-06-26 | $0.3200 | 2024-07-12 |
| 2024-03-14 | $0.3000 | 2024-04-04 |
No one on the platform has traded WFG yet.
| 2023-12-28 | $0.3000 | 2024-01-15 |
| 2023-09-26 | $0.3000 | 2023-10-13 |
Consensus-seeded revenue, margins, and exit multiples. This is a scenario tool, not investment advice.
Consensus does not cover every selected forecast year. Later assumptions are extrapolated from available analyst estimates.
| Metric | Historical average | My assumptions | ||||
|---|---|---|---|---|---|---|
| 1 year | 5 years | 10 years | Low | Mid | High | |
| ROIC % | — | — | — | |||
| Rev. Growth % | -10.1% | -0.0% | ||||
| Profit Margin % | -17.2% | 5.7% | 7.2% | |||
| Free Cash Flow Margin % | -5.7% | 8.7% | 8.2% | |||
| Exit P/E | — | — | — | |||
| Exit P/FCF | — | — | — | |||
| Desired Annual Return % | — | — | — | |||
At today's price, your expected annual return is — on the P/E track.
At today's price, your expected annual return is — on the P/E track.
At today's price, your expected annual return is — on the P/E track.
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2026 | $5.6B | +1.9% | $-3.89 | $-4.49–$-3.52 | — | 4 |
| 2027 | $6.3B | +11.6% | $1.50 | $0.41–$2.43 | 47.8× | 3 |
| 2028 | $6.5B | +3.2% | $2.89 | $2.82–$2.99 | 24.8× | 1 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
Beat consensus in 1 of the last 8 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2026-07-29 | $-0.70 | $-0.78 | -11.1% |
| 2026-04-29 | $-1.23 | $-2.40 | -95.1% |
| 2026-02-11 | $-2.37 | $-9.63 | -306.0% |
| 2025-10-22 | $-1.72 | $-2.63 | -52.9% |
| 2025-07-23 | $0.36 | $-0.38 | -205.6% |
| 2025-04-22 | $0.61 | $0.46 | -24.6% |
| 2025-02-12 | $-0.55 | $0.08 | +114.5% |
| 2024-10-23 | $-0.56 | $-1.03 | -83.9% |
| $10.5B |
| — |
| LPXLouisiana-Pacific Corporation | $64.75 | -3.05% | $4.5B | — |
| SLVMSylvamo Corp | $34.89 | -1.02% | $1.4B | — |
Source: Financial Modeling Prep · peers by sector/industry
No recent Form 4 filings on EDGAR — either no insider transactions reported recently or this isn't a SEC-registered issuer.
$WFG Excellent article that nails exactly where WFG stands right now. So if you want to update your WFG knowledge or get acquainted with WFG, this is a must read. https://everyticker.com/quote/WFG/analysis/west-fraser-s-countercyclical-bet-meets-trough-valuation-why-asset-modernization-matters-at-the-bottom-tsx-wfg
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Wall St is expecting -0.66 EPS for $WFG Q3 [Reporting 10/28 AMC] http://www.estimize.com/intro/wfg?chart=historical&metric_name=eps&utm_con
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$WFG Share Price: $69.93 Contract Selected: Dec 18, 2026 $70 Calls Buy Zone: $4.51 – $5.58 Target Zone: $8.07 – $9.86 Potential Upside: 69% ROI Time to Expiration: 184 Days | Updates via https://fxcapta.com/stockinfo/
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$WFG https://www.prnewswire.com/news-releases/west-fraser-announces-first-quarter-2026-results-302757788.html
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$WFG $CFP.TSX Hard to invest in Lumber at the moment but here's some food for thought
View on StockTwits ↗$WFG Share Price: $66.45 Contract Selected: Dec 18, 2026 $65 Calls Buy Zone: $5.74 – $7.09 Target Zone: $10.30 – $12.59 Potential Upside: 70% ROI Time to Expiration: 246 Days | Updates via https://fxcapta.com/stockinfo/
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$WFG The investment thesis for West Fraser Timber (WFG) rests on its position as a premier bottom-of-cycle play. Despite headline losses, WFG holds a fortress balance sheet with $202M in cash and minimal debt, giving it the liquidity to outlast weaker peers. Management is aggressively right-sizing operations by closing high-cost Canadian mills and shifting output to its modern U.S. South facilities, avoiding the 26.47% softwood-lumber tariffs. While 2026 is a bridge year, a shifting Federal Reserve is expected to spark a rebound in housing starts by late 2026. That pent-up demand, paired with tighter global supply from WFG’s closures, sets up a powerful earnings ramp in 2027. Investors should view April’s Special Meeting as a potential catalyst for a spinoff or buyback that unlocks near-term value. 12-Month Price Target: $95 (25% upside).
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$WFG Q4 '25 Earnings Results & Recap West Fraser anticipates 2026 SPF and SYP lumber shipments of 2.4B board feet and North American OSB shipments of 5.9B square feet, with capital expenditures between $300M and $350M.
View on StockTwits ↗$WFG Share Price: $75.73 Contract Selected: Aug 21, 2026 $75 Calls Buy Zone: $3.29 – $4.06 Target Zone: $5.60 – $6.85 Potential Upside: 61% ROI Time to Expiration: 190 Days | Updates via https://fxcapta.com/stockinfo/
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Here's the calendar for the next several weeks for $IGE $AR $CRK $AM $WFG
View on StockTwits ↗Wall St is expecting -1.55 EPS for $WFG Q1 [Reporting 04/28 AMC] http://www.estimize.com/intro/wfg?chart=historical&metric_name=eps&utm_con
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$PPL.TSX $PBA $WFG $CNQ.TSX Javed Mirza, Quantitative/Technical Strategist, Raymond James Focus: Quantitative/Technical Strategy – Global Macro Top picks: Canadian Natural Resources Ltd., West Fraser Timber Co. Ltd., Pembina Pipeline Corp. I would add IFP.TSX and also consider as a spec AEP.tsxv
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RECAP 12/9 +Pos Comments: $TROX + BMO Capital $KEY + TD Cowen RECAP 12/9 -Neg Comments: $SES - Wolfpack $GOGO - William Blair $WFG - CIBC Live Breaking trading news www.openoutcrier.com
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.