West Fraser Declares Dividend
Rhea-AI Summary
West Fraser (TSX, NYSE: WFG) declared a quarterly dividend of US$0.32 per share on Common and Class B Common shares.
The dividend is payable on January 14, 2026 to shareholders of record on December 29, 2025. Dividends are designated as eligible under subsection 89(14) of the Income Tax Act (Canada).
Dividends are declared and payable in U.S. dollars; shareholders may elect to receive payment in Canadian dollars via the company website "Investors/Dividends" section.
Positive
- Quarterly dividend of US$0.32 per share
- Payable on Jan 14, 2026 to record holders on Dec 29, 2025
- Dividends designated as eligible under Canadian tax rules
- Shareholders can elect CAD payment option
Negative
- Dividends declared and payable in U.S. dollars, creating currency exposure for CAD investors
- Shareholders must follow the election procedure on the website to receive CAD payments
News Market Reaction
On the day this news was published, WFG declined 0.45%, reflecting a mild negative market reaction.
Data tracked by StockTitan Argus on the day of publication.
Key Figures
Market Reality Check
Peers on Argus
While WFG was up 4.17%, peers showed mixed moves: UFPI +3.32%, SSD +1.87%, GGB +0.85%, IAG +1.58%, and BCC -1.47%, suggesting stock-specific factors rather than a broad lumber move.
Historical Context
| Date | Event | Sentiment | Move | Catalyst |
|---|---|---|---|---|
| Dec 04 | Capacity reduction | Negative | +0.6% | Indefinite curtailment of High Level OSB mill and related impairment. |
| Nov 06 | Capacity reduction | Negative | -0.2% | Permanent closures of Augusta and 100 Mile House lumber mills. |
| Oct 22 | Earnings update | Negative | -1.8% | Q3 2025 loss with negative Adjusted EBITDA and duty expense. |
| Oct 02 | Conference call | Neutral | +0.3% | Scheduled analyst call to discuss Q3 2025 results. |
| Sep 10 | Dividend declaration | Positive | +3.6% | Announcement of US$0.32 quarterly dividend and payment details. |
News-driven moves have mostly aligned with headline tone, with one recent instance of resilience to negative operational news.
Over the last few months, WFG has reported weaker fundamentals, including a Q3 2025 net loss of $(204)M and multiple capacity reductions in OSB and lumber operations, alongside expected impairment and restructuring charges. Despite this, the company has consistently maintained a quarterly dividend of US$0.32 per share. This announcement reiterates that dividend level, following similar declarations on Sep 10, 2025 and earlier dates, against a backdrop of operational rationalization and soft lumber and OSB markets.
Market Pulse Summary
This announcement reiterates West Fraser’s quarterly dividend of US$0.32 per share, payable on January 14, 2026 to holders of record on December 29, 2025, and again designated as an eligible dividend under Canadian tax law. The decision follows a period marked by capacity reductions, impairment expectations, and a recent quarterly net loss, yet continues the company’s practice of maintaining its dividend rate. Investors may watch future earnings, cash levels, and any changes to this payout for signals on financial flexibility.
AI-generated analysis. Not financial advice.
Dividends are designated to be eligible dividends pursuant to subsection 89(14) of the Income Tax Act (
Dividends are declared and payable in
About West Fraser
West Fraser is a diversified wood products company with more than 50 facilities in
View original content:https://www.prnewswire.com/news-releases/west-fraser-declares-dividend-302638532.html
SOURCE West Fraser Timber Co. Ltd.