32,208 Builders FirstSource, Inc. $BLDR Shares Bought by Greatmark Investment Partners Inc.

Key Points

• Greatmark Investment Partners increased its Builders FirstSource stake by 33.4% in the third quarter, buying 32,208 additional shares for a total of 128,547 shares valued at approximately $7.3 million. Institutional investors and hedge funds own 95.53% of the company.
• Builders FirstSource reported quarterly EPS of $1.51, beating the $1.06 consensus estimate, while revenue of $3.85 billion also exceeded expectations. However, revenue declined 2.2% year over year, and net income fell to $60.4 million from $122.4 million.
• Analyst sentiment remains mixed: seven analysts rate the stock Buy, 16 rate it Hold, and two rate it Sell, producing a consensus Hold rating and a $75.90 price target.

Greatmark Investment Partners Inc. grew its stake in Builders FirstSource, Inc. (NYSE:BLDR - Free Report) by 33.4% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 128,547 shares of the company's stock after purchasing an additional 32,208 shares during the period. Greatmark Investment Partners Inc. owned approximately 0.12% of Builders FirstSource worth $7,328,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds have also modified their holdings of the company. BlackRock Inc. acquired a new stake in Builders FirstSource in the 2nd quarter valued at $700,934,000. Diamond Hill Capital Management LLC Investment Advisor acquired a new position in Builders FirstSource during the second quarter worth $134,908,000. Bank of America Corp DE acquired a new position in Builders FirstSource during the second quarter worth $83,832,000. Fort Washington Investment Advisors Inc. OH acquired a new position in Builders FirstSource during the third quarter worth $48,738,000. Finally, Jupiter Topco LLC bought a new position in shares of Builders FirstSource during the second quarter valued at $73,935,000. 95.53% of the stock is owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

BLDR has been the topic of several recent analyst reports. Royal Bank Of Canada reduced their target price on shares of Builders FirstSource from $62.00 to $56.00 and set a "sector perform" rating on the stock in a research note on Friday. UBS Group set a $85.00 target price on shares of Builders FirstSource in a research report on Thursday, October 1st. Barclays dropped their target price on shares of Builders FirstSource from $81.00 to $70.00 and set an "overweight" rating for the company in a research report on Friday. Melius Research assumed coverage on shares of Builders FirstSource in a report on Tuesday, October 6th. They set a "sell" rating and a $52.00 price target for the company. Finally, William Blair lowered shares of Builders FirstSource from an "outperform" rating to a "market perform" rating in a research report on Thursday, October 22nd. Seven research analysts have rated the stock with a Buy rating, sixteen have given a Hold rating and two have given a Sell rating to the company. Based on data from MarketBeat, the company currently has an average rating of "Hold" and a consensus price target of $75.90.

Builders FirstSource Trading Up 2.7%

Shares of BLDR opened at $64.76 on Friday. The company has a quick ratio of 1.09, a current ratio of 1.85 and a debt-to-equity ratio of 1.13. Builders FirstSource, Inc. has a 12-month low of $49.67 and a 12-month high of $131.50. The firm has a market capitalization of $6.97 billion, a PE ratio of 175.03, a price-to-earnings-growth ratio of 2.15 and a beta of 1.45. The stock's fifty day simple moving average is $59.28 and its 200-day simple moving average is $80.72.

Builders FirstSource (NYSE:BLDR - Get Free Report) last posted its quarterly earnings results on Thursday, October 29th. The company reported $1.51 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.06 by $0.45. The business had revenue of $3.85 billion for the quarter, compared to analysts' expectations of $3.75 billion. Builders FirstSource had a return on equity of 10.77% and a net margin of 0.28%. The firm's quarterly revenue was down 2.2% compared to the same quarter last year. During the same quarter last year, the business earned $1.88 earnings per share. As a group, research analysts predict that Builders FirstSource, Inc. will post 2.99 earnings per share for the current year.

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

About Builders FirstSource

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.

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