Review of Acadian Timber Corp.

NOV 06, 2025 - ADN is one of the largest timberland owners in Eastern Canada and the Northeastern U.S., with a total of around 2.4 million acres of land under management. The company’s business model of providing lumber products has been quite stable over the years. The company’s track record of consistent dividend payments over the full business cycle has attracted a loyal shareholder base of income-seeking investors. However, the company faces some meaningful headwinds in terms of operational efficiency, as weak sales volumes have led to margin contraction. In addition, the debt level has gone up meaningfully because of a drop in earnings. We think the debt is unsustainably high, and investors should watch if the company can either improve earnings or pay down debt in the next few quarters. Otherwise, all of these could potentially lead to a dividend cut, which would significantly affect the share price

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Acadian Timber Corp. (ADN $15.75)
- $15.75 P/E (TTM): 18.84X Cap: $288M
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Q: ADN value is dropping, you still include it in your income fund at a B rating. In the last question asked abut ADN last month, you raised concerns about performance and a dividend cut, is there a chance you will be lowering the ratings or removing from your portfolio

Read Answer Asked by Jim on November 20, 2025

Acadian Timber Corp. (ADN $15.75)
- $15.75 P/E (TTM): 18.84X Cap: $288M
- View ADN Profile
- View Questions on ADN
- View Reports on ADN

Q: Good Afternoon;

Since late July Acadian has been in a steady downtrend that seems inconsistent with both the price trend for lumber and the latest Trump tariffs. I am trying to understand what is driving this downtrend, as some of their production (Maine) would not be subject to a tariff and lumber prices seem not to have "added" the tariff but absorbed it.

I own it as an income stock in a LIF. Aside from the drivers of the stock in the short term I am interested in dividend risk; is it or should it be a concern? Lastly, given the decline in price is there a trigger price you would be comfortable with to buy? I am considering adding at current yields.

Thanks as always,

Dave

Read Answer Asked by Dave on October 29, 2025

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- $23.03 P/E (TTM): 50.64X Cap: $16.60B
- View WY Profile
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Stella-Jones Inc. (SJ $85.20)
- $85.20 P/E (TTM): 13.94X Cap: $4.67B
- View SJ Profile
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Acadian Timber Corp. (ADN $15.75)
- $15.75 P/E (TTM): 18.84X Cap: $288M
- View ADN Profile
- View Questions on ADN
- View Reports on ADN
Boise Cascade L.L.C. (BCC $77.01)
- $77.01 P/E (TTM): 10.53X Cap: $2.70B
- View BCC Profile
- View Questions on BCC
West Fraser Timber Co. Ltd. (WFG $85.42)
- $85.42 Cap: $6.46B
- View WFG Profile
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Q: Is lumber in the basic materials group?
Could you recommend one or two lumber stocks (Canadian or US) that might have the best growth potential going forward?
Thank you.

Read Answer Asked by Maryon on September 23, 2025