Mitsubishi UFJ Trust & Banking Corp Has $5.10 Million Stock Position in Builders FirstSource, Inc. $BLDR

Key Points

• Mitsubishi UFJ Trust & Banking cut its stake in Builders FirstSource by 68.7% in Q4 and now holds 49,586 shares worth about $5.10 million.
• Builders FirstSource missed Q1 EPS ($0.27 vs. $0.39 expected) and revenue was down ~10% YoY, triggering broad price‑target cuts and leaving a consensus rating of "Hold."
• The Board authorized a $500 million share buyback (≈5.4% of outstanding shares) and Director Paul S. Levy purchased 50,000 shares, signaling management confidence despite recent weakness.

Mitsubishi UFJ Trust & Banking Corp lowered its position in shares of Builders FirstSource, Inc. (NYSE:BLDR - Free Report) by 68.7% in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 49,586 shares of the company's stock after selling 108,812 shares during the quarter. Mitsubishi UFJ Trust & Banking Corp's holdings in Builders FirstSource were worth $5,102,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Tran Capital Management L.P. increased its position in Builders FirstSource by 2,930.4% in the 3rd quarter. Tran Capital Management L.P. now owns 102,154 shares of the company's stock valued at $12,386,000 after acquiring an additional 98,783 shares in the last quarter. Strs Ohio increased its position in Builders FirstSource by 24.0% in the 3rd quarter. Strs Ohio now owns 118,594 shares of the company's stock valued at $14,380,000 after acquiring an additional 22,926 shares in the last quarter. Candriam S.C.A. increased its position in Builders FirstSource by 28.9% in the 3rd quarter. Candriam S.C.A. now owns 53,085 shares of the company's stock valued at $6,437,000 after acquiring an additional 11,891 shares in the last quarter. Eagle Global Advisors LLC increased its position in Builders FirstSource by 46.3% in the 4th quarter. Eagle Global Advisors LLC now owns 60,242 shares of the company's stock valued at $6,198,000 after acquiring an additional 19,062 shares in the last quarter. Finally, Fieldview Capital Management LLC acquired a new stake in Builders FirstSource in the 3rd quarter valued at about $2,944,000. Institutional investors and hedge funds own 95.53% of the company's stock.

Builders FirstSource Stock Performance

Shares of BLDR opened at $75.85 on Monday. The company has a debt-to-equity ratio of 1.15, a quick ratio of 1.09 and a current ratio of 1.76. Builders FirstSource, Inc. has a twelve month low of $75.38 and a twelve month high of $151.03. The firm's 50 day moving average price is $89.22 and its two-hundred day moving average price is $104.78. The firm has a market cap of $8.39 billion, a P/E ratio of 29.06, a PEG ratio of 2.35 and a beta of 1.49.

Builders FirstSource (NYSE:BLDR - Get Free Report) last announced its quarterly earnings results on Thursday, April 30th. The company reported $0.27 earnings per share for the quarter, missing analysts' consensus estimates 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 the consensus estimate of $3.17 billion. During the same period in the previous year, the firm posted $1.51 EPS. The business's quarterly revenue was down 10.1% compared to the same quarter last year. On average, analysts forecast that Builders FirstSource, Inc. will post 5.43 EPS for the current fiscal year.

Builders FirstSource declared that its Board of Directors has authorized a share 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 buy up to 5.4% of its shares through open market purchases. Shares repurchase plans are usually an indication that the company's board believes its stock is undervalued.

Insiders Place Their Bets

In related news, Director Paul S. Levy purchased 50,000 shares of the business's stock in a transaction on Friday, March 13th. The shares were purchased at an average price of $87.73 per share, with a total value of $4,386,500.00. Following the completion of the purchase, the director owned 1,727,191 shares in the company, valued at $151,526,466.43. This represents a 2.98% increase in their position. The acquisition was disclosed in a filing with the SEC, which can be accessed through the SEC website. Insiders own 2.70% of the company's stock.

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)

Analyst Upgrades and Downgrades

BLDR has been the subject of several research reports. Raymond James Financial lowered their price objective on shares of Builders FirstSource from $140.00 to $100.00 in a research report on Friday. Robert W. Baird lowered their price objective on shares of Builders FirstSource from $125.00 to $95.00 in a research report on Friday. Zacks Research upgraded shares of Builders FirstSource from a "strong sell" rating to a "hold" rating in a research report on Friday, March 20th. KeyCorp lowered their price objective on shares of Builders FirstSource from $145.00 to $100.00 and set an "overweight" rating for the company in a research report on Friday. Finally, William Blair initiated coverage on shares of Builders FirstSource in a research note on Thursday, February 26th. They issued an "outperform" rating on the stock. Nine equities research analysts have rated the stock with a Buy rating, eleven have given a Hold rating and three have given a Sell rating to the stock. According to MarketBeat.com, the company presently has a consensus rating of "Hold" and an average target price of $103.45.

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.

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