Why it’s on the map
OSB + SmartSide siding; owns Canadian OSB mills (cross-border).
Government money & contracts
None.
Customers & commercial
Builders.
Catalysts
New MN plant; siding pricing.
Risk
Whether its Canadian OSB falls under 232 or the 50% panel lines is unverified; Goldman Sell $74.
Tariff durability
Mixed.
Dividend · #25 of 47 payers by yield
1.64% yield
$1.20 a share a year · quarterly · pays Mar · May · Aug · Nov
Per payment$0.30a share, 4× a year
Next payoutexpected Novnot yet declared
Last ex-dateAug 14, 2026own it before the ex-date to collect
Last paidAug 28, 2026$0.30 a share
Payout ratio151%of earnings · paying out more than it earns
Raised8 yrsconsecutive years of increases
Payout ratio above 100%: the dividend is bigger than trailing earnings, which is how cuts start.
Shares at the Oct 30 close of $73.3113.64
Each payment$4.09
Per year · 4 payments$16.37
Recent payments
| Ex-date | Paid | Per share | |
|---|---|---|---|
| Aug 14, 2026 | Aug 28, 2026 | $0.30 | |
| May 14, 2026 | May 28, 2026 | $0.30 | |
| Feb 27, 2026 | Mar 13, 2026 | $0.30 | |
| Nov 14, 2025 | Nov 21, 2025 | $0.28 | before the raise |
| Aug 15, 2025 | Aug 29, 2025 | $0.28 | before the raise |
Yield = $0.30 × 4 ÷ the Oct 30 close of $73.31. A dividend is a board decision, not a promise — it can be raised, cut or suspended any quarter. Dividend history source