Mitsubishi UFJ Trust & Banking Corp Sells 108,812 Shares of Builders FirstSource, Inc. $BLDR

Mitsubishi UFJ Trust & Banking Corp lessened its holdings in Builders FirstSource, Inc. (NYSE:BLDR) by 68.7% during the fourth quarter, HoldingsChannel.com reports. The firm owned 49,586 shares of the company’s stock after selling 108,812 shares during the period. Mitsubishi UFJ Trust & Banking Corp’s holdings in Builders FirstSource were worth $5,102,000 as of its most recent SEC filing.

Other institutional investors have also made changes to their positions in the company. Cromwell Holdings LLC lifted its position in shares of Builders FirstSource by 1,323.5% in the fourth quarter. Cromwell Holdings LLC now owns 242 shares of the company’s stock worth $25,000 after purchasing an additional 225 shares in the last quarter. Caitong International Asset Management Co. Ltd lifted its position in shares of Builders FirstSource by 167.1% in the third quarter. Caitong International Asset Management Co. Ltd now owns 211 shares of the company’s stock worth $26,000 after purchasing an additional 132 shares in the last quarter. TD Waterhouse Canada Inc. bought a new stake in shares of Builders FirstSource in the third quarter worth $34,000. CYBER HORNET ETFs LLC bought a new stake in shares of Builders FirstSource in the second quarter worth $38,000. Finally, MUFG Securities EMEA plc bought a new stake in shares of Builders FirstSource in the second quarter worth $38,000. Institutional investors own 95.53% of the company’s stock.

Builders FirstSource Price Performance

NYSE:BLDR opened at $75.85 on Monday. Builders FirstSource, Inc. has a one year low of $75.38 and a one year high of $151.03. The company has a market cap of $8.39 billion, a P/E ratio of 29.06, a P/E/G ratio of 2.35 and a beta of 1.49. The firm’s fifty day moving average price is $89.22 and its two-hundred day moving average price is $104.78. The company has a debt-to-equity ratio of 1.15, a current ratio of 1.76 and a quick ratio of 1.09.

Builders FirstSource (NYSE:BLDR) last released its quarterly earnings data on Thursday, April 30th. The company reported $0.27 EPS for the quarter, missing the consensus estimate of $0.39 by ($0.12). Builders FirstSource had a net margin of 1.97% and a return on equity of 14.89%. The company had revenue of $3.29 billion during the quarter, compared to analyst estimates of $3.17 billion. During the same quarter in the prior year, the firm earned $1.51 earnings per share. Builders FirstSource’s revenue for the quarter was down 10.1% on a year-over-year basis. Equities analysts expect that Builders FirstSource, Inc. will post 5.43 earnings per share for the current year.

Builders FirstSource declared that its board has approved a stock buyback plan on Thursday, April 30th that authorizes the company to repurchase $500.00 million in outstanding shares. This repurchase authorization authorizes the company to purchase up to 5.4% of its stock through open market purchases. Stock repurchase plans are typically an indication that the company’s board of directors believes its shares are undervalued.

Key Builders FirstSource News

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

• Positive Sentiment: Board authorizes $500 million share repurchase (?5.4% of outstanding shares), which supports buyback-driven upside and signals management thinks shares are undervalued. RTT News
• Positive Sentiment: Insider buying was reported (Paul S. Levy purchased shares), a constructive signal for investors watching insider conviction. Quiver Quant
• Neutral Sentiment: Some sell-side firms left “buy”/outperform stances in place even after trimming targets (e.g., UBS, Truist, Benchmark), so analyst tone is mixed rather than uniformly bearish. Benzinga (example: UBS)
• Negative Sentiment: Q1 results disappointed on profitability: EPS of $0.27 missed estimates, revenue fell ~10% YoY (though slightly beat sales forecasts), and management signaled weaker demand and pressure on margins and free cash flow for 2026 — a key driver of the stock’s downside. MarketBeat / Press Release
• Negative Sentiment: Widespread price-target cuts from multiple firms this morning (examples: UBS, RBC, Wells Fargo, DA Davidson, Truist, Loop Capital, Goldman, Raymond James, Benchmark, Baird) created additional selling pressure as several targets moved substantially lower. MarketScreener (Goldman example)

Insider Activity at Builders FirstSource

In related news, Director Paul S. Levy acquired 50,000 shares of the firm’s stock in a transaction on Friday, March 13th. The shares were purchased at an average cost of $87.73 per share, for a total transaction of $4,386,500.00. Following the completion of the acquisition, the director directly owned 1,727,191 shares in the company, valued at approximately $151,526,466.43. This trade represents a 2.98% increase in their ownership of the stock. The purchase was disclosed in a filing with the SEC, which is accessible through the SEC website. 2.70% of the stock is currently owned by corporate insiders.

Wall Street Analyst Weigh In

A number of brokerages have recently commented on BLDR. Robert W. Baird cut their price objective on shares of Builders FirstSource from $125.00 to $95.00 in a research report on Friday. Deutsche Bank Aktiengesellschaft cut their price objective on shares of Builders FirstSource from $117.00 to $102.00 and set a “hold” rating on the stock in a research report on Monday, February 23rd. Benchmark cut their price objective on shares of Builders FirstSource from $138.00 to $105.00 and set a “buy” rating on the stock in a research report on Friday. Bank of America cut their price objective on shares of Builders FirstSource from $123.00 to $100.00 and set a “neutral” rating on the stock in a research report on Monday, April 20th. Finally, Stephens cut their price objective on shares of Builders FirstSource from $125.00 to $100.00 and set an “equal weight” rating on the stock in a research report on Monday, April 27th. Nine investment analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and three have given a Sell rating to the stock. According to data from MarketBeat, the company presently has a consensus rating of “Hold” and a consensus price target of $103.45.

Builders FirstSource Profile

Builders FirstSource, Inc is a leading supplier of structural and value-added building products and services to professional contractors, homebuilders and remodelers. The company provides a comprehensive range of materials and prefabricated components that support all phases of residential construction, from site development and framing to finishing and installation.

The company’s core offerings include lumber and lumber sheet goods, windows and doors, millwork, roofing and siding, and engineered wood products such as roof and floor trusses.