Seizert Capital Partners LLC Grows Stock Position in Builders FirstSource, Inc. $BLDR

Key Points

• Seizert Capital Partners LLC increased its stake in Builders FirstSource by 23.2% in Q4, holding 371,997 shares (≈0.34% of the company) worth about $38.3 million.
• The board authorized a $500 million share buyback (≈5.4% of outstanding shares) and Director Paul S. Levy purchased 50,000 shares, both signaling insider/management confidence in the stock.
• Q1 results missed on profitability—EPS $0.27 vs. $0.39 estimate and revenue down ~10% YoY—and multiple firms cut price targets, leaving a consensus "Hold" rating with an average target of $103.45 while the stock trades near $75.85.

Seizert Capital Partners LLC boosted its stake in shares of Builders FirstSource, Inc. (NYSE:BLDR - Free Report) by 23.2% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 371,997 shares of the company's stock after purchasing an additional 70,161 shares during the quarter. Seizert Capital Partners LLC owned approximately 0.34% of Builders FirstSource worth $38,275,000 as of its most recent SEC filing.

Other hedge funds also recently bought and sold shares of the company. State Street Corp raised its holdings in Builders FirstSource by 0.6% in the second quarter. State Street Corp now owns 5,026,553 shares of the company's stock valued at $586,548,000 after acquiring an additional 29,443 shares in the last quarter. Capital International Investors acquired a new position in Builders FirstSource during the 3rd quarter worth approximately $429,640,000. Sands Capital Management LLC increased its position in shares of Builders FirstSource by 139.1% in the 3rd quarter. Sands Capital Management LLC now owns 2,430,902 shares of the company's stock valued at $294,747,000 after purchasing an additional 1,414,129 shares during the last quarter. Victory Capital Management Inc. raised its holdings in shares of Builders FirstSource by 235.1% in the 3rd quarter. Victory Capital Management Inc. now owns 1,893,483 shares of the company's stock valued at $229,585,000 after purchasing an additional 1,328,363 shares in the last quarter. Finally, Franklin Resources Inc. raised its holdings in shares of Builders FirstSource by 2,498.8% in the 3rd quarter. Franklin Resources Inc. now owns 1,854,525 shares of the company's stock valued at $224,861,000 after purchasing an additional 1,783,164 shares in the last quarter. Institutional investors and hedge funds own 95.53% of the company's stock.

Wall Street Analysts Forecast Growth

A number of analysts have weighed in on BLDR shares. Benchmark cut their price objective on shares of Builders FirstSource from $138.00 to $105.00 and set a "buy" rating on the stock in a report on Friday. Zacks Research raised shares of Builders FirstSource from a "strong sell" rating to a "hold" rating in a research report on Friday, March 20th. Deutsche Bank Aktiengesellschaft cut their price target on shares of Builders FirstSource from $117.00 to $102.00 and set a "hold" rating on the stock in a research note on Monday, February 23rd. Barclays decreased their price objective on shares of Builders FirstSource from $114.00 to $93.00 and set an "overweight" rating for the company in a research note on Friday. Finally, Raymond James Financial reduced their target price on Builders FirstSource from $140.00 to $100.00 in a report on Friday. Nine analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and three have assigned a Sell rating to the stock. According to data from MarketBeat, Builders FirstSource currently has an average rating of "Hold" and a consensus price target of $103.45.

Builders FirstSource Stock Up 0.2%

Shares of NYSE:BLDR opened at $75.85 on Monday. Builders FirstSource, Inc. has a 1-year low of $75.38 and a 1-year high of $151.03. The company has a debt-to-equity ratio of 1.15, a current ratio of 1.76 and a quick ratio of 1.09. The stock has a market cap of $8.39 billion, a P/E ratio of 29.06, a P/E/G ratio of 2.35 and a beta of 1.49. The firm has a fifty day moving average price of $89.22 and a 200 day moving average price of $104.78.

Builders FirstSource (NYSE:BLDR - Get Free Report) last posted its quarterly earnings data on Thursday, April 30th. The company reported $0.27 EPS 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 business had revenue of $3.29 billion during the quarter, compared to analyst estimates of $3.17 billion. During the same quarter in the prior year, the firm posted $1.51 earnings per share. The company's revenue for the quarter was down 10.1% compared to the same quarter last year. Sell-side analysts predict that Builders FirstSource, Inc. will post 5.43 EPS for the current year.

Builders FirstSource declared that its board has initiated 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 reacquire up to 5.4% of its shares through open market purchases. Shares repurchase plans are typically an indication that the company's management believes its stock is undervalued.

Key Headlines Impacting Builders FirstSource

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)

Insider Transactions at Builders FirstSource

In related news, Director Paul S. Levy purchased 50,000 shares of the company's stock in a transaction that occurred on Friday, March 13th. The shares were purchased at an average price of $87.73 per share, for a total transaction of $4,386,500.00. Following the transaction, the director directly owned 1,727,191 shares of the company's stock, valued at approximately $151,526,466.43. The trade was a 2.98% increase in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. 2.70% of the stock is owned by company insiders.

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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