Builders FirstSource, Inc. $BLDR Shares Bought by Amundi

Key Points

• Amundi increased its Builders FirstSource stake by 27.6% in the first quarter, purchasing 121,086 additional shares and bringing its holdings to 560,567 shares valued at about $46.2 million. Institutional investors collectively own 95.53% of the company.
• Builders FirstSource reported quarterly EPS of $1.17, below the $1.25 consensus and down from $2.38 a year earlier, while revenue fell 8.8% year over year to $3.86 billion. The stock opened at $66.44, near its one-year low of $65.10.
• The company authorized a $500 million share-repurchase program, covering up to 5.4% of outstanding shares. Analysts maintain a mixed outlook, with an average “Hold” rating and an average price target of $90.59.

Amundi boosted its position in Builders FirstSource, Inc. (NYSE:BLDR - Free Report) by 27.6% in the first quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 560,567 shares of the company's stock after purchasing an additional 121,086 shares during the period. Amundi owned approximately 0.52% of Builders FirstSource worth $46,151,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Integrated Wealth Concepts LLC boosted its position in shares of Builders FirstSource by 9.3% during the 1st quarter. Integrated Wealth Concepts LLC now owns 3,460 shares of the company's stock valued at $432,000 after purchasing an additional 295 shares in the last quarter. Woodline Partners LP boosted its position in shares of Builders FirstSource by 40.7% in the 1st quarter. Woodline Partners LP now owns 9,723 shares of the company's stock valued at $1,215,000 after purchasing an additional 2,812 shares during the period. EverSource Wealth Advisors LLC increased its stake in Builders FirstSource by 180.0% in the 2nd quarter. EverSource Wealth Advisors LLC now owns 1,582 shares of the company's stock worth $185,000 after purchasing an additional 1,017 shares in the last quarter. Baird Financial Group Inc. raised its holdings in Builders FirstSource by 230.7% during the 2nd quarter. Baird Financial Group Inc. now owns 18,942 shares of the company's stock worth $2,210,000 after buying an additional 13,215 shares during the period. Finally, Jump Financial LLC raised its holdings in Builders FirstSource by 144.1% during the 2nd quarter. Jump Financial LLC now owns 7,223 shares of the company's stock worth $843,000 after buying an additional 4,264 shares during the period. 95.53% of the stock is owned by institutional investors.

Builders FirstSource Price Performance

Shares of BLDR stock opened at $66.44 on Monday. The stock's fifty day simple moving average is $76.92 and its 200 day simple moving average is $89.60. Builders FirstSource, Inc. has a one year low of $65.10 and a one year high of $151.03. The firm has a market cap of $7.15 billion, a price-to-earnings ratio of 73.01, a P/E/G ratio of 1.64 and a beta of 1.44. The company has a debt-to-equity ratio of 1.14, a current ratio of 1.79 and a quick ratio of 1.09.

Builders FirstSource (NYSE:BLDR - Get Free Report) last posted its quarterly earnings data on Thursday, July 30th. The company reported $1.17 earnings per share for the quarter, missing the consensus estimate of $1.25 by ($0.08). Builders FirstSource had a net margin of 0.71% and a return on equity of 11.73%. The company had revenue of $3.86 billion during the quarter, compared to analyst estimates of $3.91 billion. During the same quarter in the previous year, the business posted $2.38 EPS. The company's revenue was down 8.8% compared to the same quarter last year. On average, analysts expect that Builders FirstSource, Inc. will post 4.13 earnings per share for the current fiscal year.

Builders FirstSource declared that its Board of Directors has authorized a stock buyback plan on Thursday, April 30th that authorizes the company to repurchase $500.00 million in shares. This repurchase authorization authorizes the company to buy up to 5.4% of its stock through open market purchases. Stock repurchase plans are generally a sign that the company's board of directors believes its shares are undervalued.

Trending Headlines about Builders FirstSource

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

• Positive Sentiment: Analysts continue to maintain constructive ratings despite lowering their targets. Truist kept a “buy” rating with a $90 target, while Royal Bank of Canada and Oppenheimer retained “outperform” ratings with $88 and $90 targets, respectively—implying roughly 32%–36% upside from the referenced price. Analyst price target updates
• Neutral Sentiment: The analyst actions were mixed but broadly cautious: RBC, Oppenheimer, and Truist each reduced their price targets, while Wells Fargo cut its target to $65 and moved to an “equal weight” rating. The lower targets suggest expectations for slower recovery, even though some firms still view the current valuation as attractive. Wells Fargo analyst update
• Negative Sentiment: Second-quarter adjusted earnings of $1.17 per share missed the $1.25 consensus estimate and fell sharply from $2.38 a year earlier. Revenue declined 8.8% year over year to $3.86 billion, below the $3.91 billion estimate, indicating weaker demand and reduced operating leverage. Q2 earnings and revenue miss
• Negative Sentiment: Builders FirstSource issued fiscal 2026 revenue guidance of $14.0 billion to $14.8 billion, with the upper end only matching consensus expectations. Commentary around weaker housing demand and a lower outlook is adding to concerns about near-term growth and profitability. Q2 outlook and housing-demand concerns

Wall Street Analysts Forecast Growth

Several equities research analysts recently issued reports on the company. Raymond James Financial reduced their price objective on Builders FirstSource from $140.00 to $100.00 in a research note on Friday, May 1st. Jefferies Financial Group cut their target price on shares of Builders FirstSource from $85.00 to $80.00 and set a "hold" rating for the company in a research report on Monday, May 4th. Zacks Research upgraded shares of Builders FirstSource from a "strong sell" rating to a "hold" rating in a report on Friday, July 3rd. Stephens dropped their price target on shares of Builders FirstSource from $125.00 to $100.00 and set an "equal weight" rating on the stock in a research note on Monday, April 27th. Finally, Wolfe Research raised Builders FirstSource to a "hold" rating in a research report on Thursday, May 14th. Nine equities research analysts have rated the stock with a Buy rating, twelve have assigned a Hold rating and two have assigned a Sell rating to the stock. According to MarketBeat.com, the stock currently has an average rating of "Hold" and an average target price of $90.59.

Builders FirstSource Company 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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.

Continue following MarketBeat

Add MarketBeat as your preferred source on Google to see our latest stories in your feed.

Add As Preferred Source