Builders FirstSource, Inc. $BLDR Shares Purchased by Greatmark Investment Partners Inc.

Greatmark Investment Partners Inc. raised its holdings in shares of Builders FirstSource, Inc. (NYSE:BLDR) by 33.4% in the 3rd quarter, HoldingsChannel.com reports. The fund owned 128,547 shares of the company’s stock after purchasing an additional 32,208 shares during the quarter. Greatmark Investment Partners Inc.’s holdings in Builders FirstSource were worth $7,328,000 at the end of the most recent quarter.

Other large investors also recently made changes to their positions in the company. BlackRock Inc. bought a new position in shares of Builders FirstSource in the 2nd quarter worth $700,934,000. Dimensional Fund Advisors LP grew its stake in shares of Builders FirstSource by 12.3% during the first quarter. Dimensional Fund Advisors LP now owns 2,967,744 shares of the company’s stock worth $244,301,000 after purchasing an additional 325,935 shares during the period. Diamond Hill Capital Management LLC Investment Advisor bought a new stake in Builders FirstSource in the second quarter valued at about $134,908,000. Bank of America Corp DE bought a new stake in Builders FirstSource in the second quarter valued at about $83,832,000. Finally, Fort Washington Investment Advisors Inc. OH acquired a new position in Builders FirstSource in the third quarter valued at about $48,738,000. Institutional investors and hedge funds own 95.53% of the company’s stock.

Wall Street Analysts Forecast Growth

BLDR has been the topic of a number of recent analyst reports. Weiss Ratings restated a “sell (d)” rating on shares of Builders FirstSource in a report on Monday, October 19th. Robert W. Baird set a $75.00 target price on Builders FirstSource in a research report on Friday, July 31st. UBS Group set a $85.00 price target on Builders FirstSource in a research note on Thursday, October 1st. Barclays cut their price target on shares of Builders FirstSource from $81.00 to $70.00 and set an “overweight” rating on the stock in a research report on Friday. Finally, Melius Research started coverage on shares of Builders FirstSource in a research report on Tuesday, October 6th. They issued a “sell” rating and a $52.00 price target on the stock. Seven research analysts have rated the stock with a Buy rating, sixteen have issued a Hold rating and two have issued a Sell rating to the stock. According to data from MarketBeat.com, Builders FirstSource currently has an average rating of “Hold” and a consensus target price of $75.90.

Builders FirstSource News Summary

Here are the key news stories impacting Builders FirstSource this week:

• Positive Sentiment: Adjusted earnings beat expectations. BLDR reported adjusted EPS of $1.51, above consensus estimates ranging from $1.06 to $1.12, while revenue of approximately $3.85 billion also exceeded forecasts. The results helped drive investor optimism despite weaker year-over-year comparisons. Builders FirstSource Q3 Earnings and Revenues Beat Estimates
• Positive Sentiment: Management maintained its overall 2026 outlook. The company continues to expect $14.2 billion to $14.6 billion in sales and adjusted EBITDA of $1.075 billion to $1.125 billion. Planned productivity savings of $60 million to $70 million and improving multifamily activity also supported the bullish response. Builders FirstSource Jumps on Earnings Beat and Steady 2026 Outlook
• Positive Sentiment: Several analysts retained constructive ratings. Truist raised its price target to $75 and kept a buy rating, while KeyCorp and Barclays maintained overweight ratings with targets of $80 and $70, respectively. UBS also maintained a buy rating with a $75 target. UBS Adjusts Price Target on Builders FirstSource
• Neutral Sentiment: Analyst sentiment is mixed. Wells Fargo raised its target to $58 but maintained an equal-weight rating, while RBC lowered its target to $56 and kept a sector-perform rating. These targets remain below the stock’s recent trading level and could limit further upside.
• Negative Sentiment: Underlying profitability deteriorated. GAAP net income fell to $60.4 million from $122.4 million a year earlier, gross margin declined 260 basis points to 27.8%, and revenue decreased 2.2%. Single-family construction remained weak, highlighting risks from soft housing demand. Builders FirstSource Q3 Net Income Falls

Builders FirstSource Stock Performance

Shares of BLDR stock opened at $64.76 on Friday. The company has a debt-to-equity ratio of 1.13, a quick ratio of 1.09 and a current ratio of 1.85. The company has a market capitalization of $6.97 billion, a P/E ratio of 175.03, a price-to-earnings-growth ratio of 2.15 and a beta of 1.45. The company’s 50 day moving average price is $59.28 and its two-hundred day moving average price is $80.72. Builders FirstSource, Inc. has a 52 week low of $49.67 and a 52 week high of $131.50.

Builders FirstSource (NYSE:BLDR) last released its quarterly earnings results on Thursday, October 29th. The company reported $1.51 earnings per share for the quarter, beating the consensus estimate of $1.06 by $0.45. The company had revenue of $3.85 billion during the quarter, compared to analysts’ expectations of $3.75 billion. Builders FirstSource had a net margin of 0.28% and a return on equity of 10.77%. The business’s quarterly revenue was down 2.2% compared to the same quarter last year. During the same quarter in the prior year, the company earned $1.88 earnings per share. On average, analysts expect that Builders FirstSource, Inc. will post 2.99 earnings per share for the current fiscal year.

Builders FirstSource Company Profile

Builders FirstSource, Inc is a supplier of building materials, manufactured components and construction services for professional homebuilders, remodelers and other construction customers in the United States. The company provides products used throughout the residential construction process, from structural framing to interior and exterior finishes.

Its offerings include lumber and engineered wood products, roof and floor trusses, wall panels, prefabricated components, windows, doors, millwork, cabinets, roofing, siding, insulation, gypsum and related hardware.