Builders FirstSource, Inc. $BLDR Stock Sold by Inspire Investing LLC

Key Points

• Inspire Investing sharply reduced its BLDR stake by 91.3% in the third quarter, selling 19,958 shares and retaining 1,908 shares valued at about $109,000. Institutional investors collectively own 95.53% of Builders FirstSource.
• Builders FirstSource exceeded quarterly expectations with adjusted EPS of $1.51 and revenue of $3.85 billion, but revenue fell 2.2% year over year and net income declined to $60.4 million from $122.4 million.
• Analyst sentiment remains mixed: seven analysts rate the stock a Buy, 16 a Hold and two a Sell, producing an overall Hold consensus and an average price target of $75.90 versus the reported share price of $64.76.

Inspire Investing LLC decreased its stake in shares of Builders FirstSource, Inc. (NYSE:BLDR - Free Report) by 91.3% during the 3rd quarter, according to the company in its most recent filing with the SEC. The firm owned 1,908 shares of the company's stock after selling 19,958 shares during the quarter. Inspire Investing LLC's holdings in Builders FirstSource were worth $109,000 as of its most recent filing with the SEC.

A number of other large investors have also made changes to their positions in BLDR. Clark Wealth Partners acquired a new stake in Builders FirstSource in the 3rd quarter valued at $27,000. PFS Partners LLC acquired a new position in shares of Builders FirstSource during the 3rd quarter worth about $28,000. Sunbelt Securities Inc. raised its position in shares of Builders FirstSource by 508.5% during the first quarter. Sunbelt Securities Inc. now owns 359 shares of the company's stock worth $30,000 after purchasing an additional 300 shares during the period. Root Financial Partners LLC lifted its holdings in shares of Builders FirstSource by 43.6% in the first quarter. Root Financial Partners LLC now owns 372 shares of the company's stock valued at $31,000 after purchasing an additional 113 shares in the last quarter. Finally, Sunrise Financial Services LLC bought a new position in shares of Builders FirstSource during the 3rd quarter worth approximately $32,000. Institutional investors and hedge funds own 95.53% of the company's stock.

Builders FirstSource Stock Performance

NYSE BLDR opened at $64.76 on Monday. Builders FirstSource, Inc. has a 1 year low of $49.67 and a 1 year high of $131.50. The company has a fifty day moving average price of $59.28 and a 200-day moving average price of $80.72. The company has a debt-to-equity ratio of 1.13, a current ratio of 1.85 and a quick ratio of 1.14. The firm has a market cap of $6.97 billion, a price-to-earnings ratio of 175.03, a PEG ratio of 2.15 and a beta of 1.41.

Builders FirstSource (NYSE:BLDR - Get Free Report) last issued its earnings results on Thursday, October 29th. The company reported $1.51 earnings per share for the quarter, topping analysts' consensus estimates of $1.06 by $0.45. The firm had revenue of $3.85 billion during the quarter, compared to analyst estimates of $3.75 billion. Builders FirstSource had a net margin of 0.28% and a return on equity of 10.77%. The company's quarterly revenue was down 2.2% on a year-over-year basis. During the same quarter last year, the business earned $1.88 earnings per share. As a group, equities research analysts predict that Builders FirstSource, Inc. will post 3.09 EPS for the current fiscal year.

Trending Headlines about Builders FirstSource

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

Wall Street Analyst Weigh In

A number of equities analysts have commented on BLDR shares. Melius Research initiated coverage on shares of Builders FirstSource in a research report on Tuesday, October 6th. They set a "sell" rating and a $52.00 price objective for the company. Citigroup reiterated a "market perform" rating on shares of Builders FirstSource in a research report on Thursday, October 8th. Truist Financial upped their price objective on shares of Builders FirstSource from $70.00 to $75.00 and gave the stock a "buy" rating in a research report on Friday. Wells Fargo & Company boosted their target price on shares of Builders FirstSource from $55.00 to $58.00 and gave the stock an "equal weight" rating in a research note on Friday. Finally, Loop Capital downgraded shares of Builders FirstSource from a "buy" rating to a "hold" rating and set a $62.00 price target for the company. in a research note on Monday, October 26th. Seven 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. According to data from MarketBeat.com, the company has an average rating of "Hold" and a consensus target price of $75.90.

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.

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