Analysts Offer Predictions for IBP Q3 Earnings

Key Points

• DA Davidson forecasts Installed Building Products' Q3 2025 earnings per share at $2.66 and maintains a "Hold" rating with a price target of $252.00.
• The company recently reported earnings of $2.95 per share for Q2, exceeding estimates and showing a 3.1% increase in revenue year-over-year.
• Installed Building Products announced a quarterly dividend of $0.37 per share, reflecting an annualized yield of 0.5% with an ex-dividend date of September 15th.

Installed Building Products, Inc. (NYSE:IBP - Free Report) - DA Davidson issued their Q3 2025 earnings per share estimates for shares of Installed Building Products in a report issued on Wednesday, August 13th. DA Davidson analyst K. Yinger forecasts that the construction company will post earnings of $2.66 per share for the quarter. DA Davidson has a "Hold" rating and a $252.00 price target on the stock. The consensus estimate for Installed Building Products' current full-year earnings is $10.66 per share. DA Davidson also issued estimates for Installed Building Products' FY2026 earnings at $10.32 EPS.

IBP has been the topic of several other research reports. Benchmark dropped their price target on Installed Building Products from $210.00 to $185.00 and set a "buy" rating on the stock in a research report on Friday, May 9th. Zelman & Associates upgraded Installed Building Products from an "underperform" rating to a "neutral" rating in a research report on Friday, August 8th. Danske cut Installed Building Products from a "buy" rating to a "hold" rating and set a $252.00 target price on the stock. in a research report on Tuesday, August 12th. Loop Capital cut Installed Building Products from a "buy" rating to a "hold" rating and set a $255.00 target price on the stock. in a research report on Friday, August 8th. Finally, Zacks Research upgraded Installed Building Products from a "strong sell" rating to a "hold" rating in a research report on Thursday, August 14th. Two equities research analysts have rated the stock with a Buy rating, ten have issued a Hold rating and two have assigned a Sell rating to the company's stock. Based on data from MarketBeat, the company presently has a consensus rating of "Hold" and a consensus price target of $217.36.

Installed Building Products Stock Performance

IBP stock traded up $3.05 during trading on Thursday, hitting $268.39. The company had a trading volume of 163,958 shares, compared to its average volume of 436,119. The firm has a market cap of $7.34 billion, a PE ratio of 29.84 and a beta of 1.73. Installed Building Products has a 1-year low of $150.83 and a 1-year high of $275.76. The firm has a 50-day moving average price of $201.49 and a 200-day moving average price of $180.48. The company has a quick ratio of 2.31, a current ratio of 2.85 and a debt-to-equity ratio of 1.27.

Installed Building Products (NYSE:IBP - Get Free Report) last issued its quarterly earnings results on Thursday, August 7th. The construction company reported $2.95 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.45 by $0.50. The firm had revenue of $760.30 million for the quarter, compared to analysts' expectations of $711.37 million. Installed Building Products had a return on equity of 60.27% and a net margin of 8.45%.The firm's revenue for the quarter was up 3.1% on a year-over-year basis. During the same quarter in the previous year, the firm posted $2.84 EPS.

Institutional Inflows and Outflows

A number of large investors have recently made changes to their positions in the business. Vanguard Group Inc. lifted its stake in shares of Installed Building Products by 1.3% during the 1st quarter. Vanguard Group Inc. now owns 2,671,315 shares of the construction company's stock worth $458,024,000 after purchasing an additional 34,512 shares during the period. Eminence Capital LP lifted its stake in shares of Installed Building Products by 48.5% during the 2nd quarter. Eminence Capital LP now owns 945,101 shares of the construction company's stock worth $170,421,000 after purchasing an additional 308,717 shares during the period. Timucuan Asset Management Inc. FL lifted its stake in shares of Installed Building Products by 73.2% during the 2nd quarter. Timucuan Asset Management Inc. FL now owns 866,577 shares of the construction company's stock worth $156,261,000 after purchasing an additional 366,250 shares during the period. Vaughan Nelson Investment Management L.P. lifted its stake in shares of Installed Building Products by 11.9% during the 2nd quarter. Vaughan Nelson Investment Management L.P. now owns 593,496 shares of the construction company's stock worth $107,019,000 after purchasing an additional 63,315 shares during the period. Finally, Giverny Capital Inc. lifted its stake in shares of Installed Building Products by 1.3% during the 2nd quarter. Giverny Capital Inc. now owns 514,459 shares of the construction company's stock worth $92,767,000 after purchasing an additional 6,386 shares during the period. Hedge funds and other institutional investors own 99.61% of the company's stock.

Insider Buying and Selling

In related news, CAO Todd R. Fry sold 500 shares of the company's stock in a transaction that occurred on Monday, August 11th. The stock was sold at an average price of $257.27, for a total value of $128,635.00. Following the sale, the chief accounting officer owned 6,822 shares of the company's stock, valued at approximately $1,755,095.94. This represents a 6.83% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, insider William Jeffrey Hire sold 6,500 shares of the company's stock in a transaction that occurred on Thursday, August 14th. The shares were sold at an average price of $265.71, for a total value of $1,727,115.00. Following the completion of the sale, the insider directly owned 37,999 shares in the company, valued at approximately $10,096,714.29. The trade was a 14.61% decrease in their position. The disclosure for this sale can be found here. 16.20% of the stock is currently owned by corporate insiders.

Installed Building Products Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Tuesday, September 30th. Investors of record on Monday, September 15th will be paid a $0.37 dividend. The ex-dividend date of this dividend is Monday, September 15th. This represents a $1.48 dividend on an annualized basis and a yield of 0.6%. Installed Building Products's dividend payout ratio is presently 16.46%.

Installed Building Products Company Profile

Installed Building Products, Inc, together with its subsidiaries, engages in the installation of insulation, waterproofing, fire-stopping, fireproofing, garage doors, rain gutters, window blinds, shower doors, closet shelving and mirrors, and other products in the United States. It operates through Installation, Distribution, and Manufacturing operation segments.