Installed Building Products, Inc. $IBP Shares Sold by Arrowstreet Capital Limited Partnership

Key Points

• Arrowstreet Capital cut its Installed Building Products stake by 90.4% in the first quarter, selling 18,533 shares and retaining 1,971 shares worth approximately $523,000. Institutional investors collectively own 99.61% of IBP.
• IBP reported quarterly revenue of $777.8 million, up 2.3% year over year and above estimates, while EPS of $2.91 exceeded expectations but declined from $2.95 a year earlier. Commercial construction and acquisitions helped offset weaker residential demand.
• The company declared a quarterly dividend of $0.39 per share, equivalent to a 0.6% annualized yield. Analysts maintain a consensus “Hold” rating with an average price target of $248.82.

Arrowstreet Capital Limited Partnership lowered its position in Installed Building Products, Inc. (NYSE:IBP - Free Report) by 90.4% during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 1,971 shares of the construction company's stock after selling 18,533 shares during the quarter. Arrowstreet Capital Limited Partnership's holdings in Installed Building Products were worth $523,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors have also recently added to or reduced their stakes in IBP. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. increased its stake in Installed Building Products by 3.6% during the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 14,130 shares of the construction company's stock worth $2,423,000 after acquiring an additional 486 shares during the last quarter. United Services Automobile Association acquired a new stake in Installed Building Products in the 1st quarter valued at $263,000. Jane Street Group LLC raised its position in Installed Building Products by 270.0% in the first quarter. Jane Street Group LLC now owns 17,192 shares of the construction company's stock valued at $2,948,000 after purchasing an additional 12,545 shares during the period. Hsbc Holdings PLC lifted its stake in shares of Installed Building Products by 5.9% during the second quarter. Hsbc Holdings PLC now owns 1,643 shares of the construction company's stock worth $296,000 after purchasing an additional 92 shares in the last quarter. Finally, Jump Financial LLC boosted its position in shares of Installed Building Products by 959.6% in the second quarter. Jump Financial LLC now owns 18,109 shares of the construction company's stock worth $3,265,000 after buying an additional 16,400 shares during the period. Hedge funds and other institutional investors own 99.61% of the company's stock.

Installed Building Products Trading Up 1.1%

Shares of NYSE:IBP opened at $244.65 on Friday. The company has a 50 day moving average of $221.01 and a 200-day moving average of $260.93. The company has a current ratio of 2.98, a quick ratio of 2.76 and a debt-to-equity ratio of 1.62. The firm has a market cap of $6.59 billion, a P/E ratio of 26.33, a P/E/G ratio of 5.80 and a beta of 1.70. Installed Building Products, Inc. has a twelve month low of $193.11 and a twelve month high of $349.00.

Installed Building Products (NYSE:IBP - Get Free Report) last announced its earnings results on Thursday, August 6th. The construction company reported $2.91 EPS for the quarter, topping the consensus estimate of $2.55 by $0.36. The firm had revenue of $777.80 million for the quarter, compared to analysts' expectations of $743.33 million. Installed Building Products had a return on equity of 42.12% and a net margin of 8.46%.The firm's quarterly revenue was up 2.3% compared to the same quarter last year. During the same quarter in the previous year, the company earned $2.95 earnings per share. As a group, analysts anticipate that Installed Building Products, Inc. will post 9.57 earnings per share for the current fiscal year.

Installed Building Products Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Wednesday, September 30th. Stockholders of record on Tuesday, September 15th will be given a dividend of $0.39 per share. The ex-dividend date is Tuesday, September 15th. This represents a $1.56 annualized dividend and a dividend yield of 0.6%. Installed Building Products's dividend payout ratio (DPR) is 16.63%.

Analysts Set New Price Targets

Several brokerages have issued reports on IBP. Zacks Research raised shares of Installed Building Products from a "strong sell" rating to a "hold" rating in a research report on Monday, July 13th. Evercore set a $246.00 target price on Installed Building Products in a research report on Friday. JPMorgan Chase & Co. decreased their price target on shares of Installed Building Products from $284.00 to $195.00 and set an "underweight" rating for the company in a research report on Wednesday, May 13th. Truist Financial decreased their price objective on shares of Installed Building Products from $250.00 to $200.00 and set a "hold" rating for the company in a report on Friday, May 8th. Finally, DA Davidson reiterated a "neutral" rating and issued a $242.00 price target on shares of Installed Building Products in a research note on Monday, June 1st. One research analyst has rated the stock with a Buy rating, eleven have issued a Hold rating and one has given a Sell rating to the company's stock. According to MarketBeat.com, Installed Building Products presently has a consensus rating of "Hold" and an average target price of $248.82.

Insider Transactions at Installed Building Products

In other Installed Building Products news, CFO Michael Thomas Miller purchased 2,400 shares of the business's stock in a transaction on Monday, May 11th. The stock was bought at an average cost of $207.82 per share, with a total value of $498,768.00. Following the acquisition, the chief financial officer owned 33,219 shares of the company's stock, valued at $6,903,572.58. The trade was a 7.79% increase in their ownership of the stock. The acquisition was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, Director Lawrence A. Hilsheimer acquired 475 shares of Installed Building Products stock in a transaction dated Monday, May 11th. The shares were acquired at an average price of $206.22 per share, with a total value of $97,954.50. Following the transaction, the director owned 28,468 shares in the company, valued at approximately $5,870,670.96. This represents a 1.70% increase in their position. The disclosure for this purchase is available in the SEC filing. Over the last ninety days, insiders acquired 5,036 shares of company stock worth $1,042,807. Corporate insiders own 13.80% of the company's stock.

Installed Building Products News Roundup

Here are the key news stories impacting Installed Building Products this week:

• Positive Sentiment: IBP reported record second-quarter revenue of $777.8 million, up 2.3% year over year and ahead of the approximately $743 million consensus estimate. Adjusted earnings of $2.91 per share exceeded estimates ranging from $2.55 to $2.57, providing the primary positive catalyst. Installed Building Products Reports Second Quarter 2026 Results
• Positive Sentiment: Commercial construction strength and recent acquisitions helped drive growth, offsetting weaker residential demand. Management’s focus on acquisitions and market-share gains suggests additional revenue opportunities despite mixed building activity. IBP Q2 deep dive: Commercial strength and M&A drive growth amid residential headwinds
• Positive Sentiment: The company declared a quarterly cash dividend of $0.39 per share, payable September 30 to shareholders of record September 15. The dividend reinforces shareholder returns, though its annualized yield is modest at about 0.6%. Dividend announcement
• Neutral Sentiment: Installation revenue declined 0.7% to $710.7 million, indicating that reported growth depended partly on acquisitions and stronger complementary-product activity. Investors will likely focus on organic growth and integration execution. Installed Building Products 2026 Q2 Results Presentation
• Negative Sentiment: Quarterly EPS declined from $2.95 a year earlier to $2.91, while residential-market headwinds continue to weigh on demand. This limits the strength of the headline earnings beat and could pressure future growth if housing activity remains soft. IBP Q2 Earnings and Revenues Surpass Estimates

About Installed Building Products

Installed Building Products, Inc NYSE: IBP is a leading national installer of specialty building products serving the U.S. residential construction market. The company partners with homebuilders and contractors to deliver a comprehensive range of interior and exterior finishing services, including insulation, drywall finishing, protective coatings and basement waterproofing systems. By offering a single-source solution, Installed Building Products helps streamline project coordination and ensures consistent service quality across multiple trades.

Founded in 1977 and headquartered in Columbus, Ohio, Installed Building Products has expanded from a regional insulation installer into a nationwide platform operating in nearly every state.

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