Builders FirstSource, Inc. $BLDR Shares Sold by Vanguard Group Inc.

Vanguard Group Inc. cut its stake in shares of Builders FirstSource, Inc. (NYSE:BLDR) by 1.0% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 12,424,724 shares of the company’s stock after selling 130,599 shares during the quarter. Vanguard Group Inc. owned approximately 11.24% of Builders FirstSource worth $1,506,498,000 as of its most recent SEC filing.

A number of other large investors have also modified their holdings of BLDR. Norges Bank acquired a new stake in Builders FirstSource in the 2nd quarter valued at approximately $147,994,000. Public Sector Pension Investment Board boosted its holdings in shares of Builders FirstSource by 10,918.0% in the third quarter. Public Sector Pension Investment Board now owns 881,439 shares of the company’s stock valued at $106,874,000 after acquiring an additional 873,439 shares in the last quarter. Envestnet Asset Management Inc. increased its stake in shares of Builders FirstSource by 188.9% during the third quarter. Envestnet Asset Management Inc. now owns 912,144 shares of the company’s stock valued at $110,597,000 after acquiring an additional 596,409 shares during the period. Brave Warrior Advisors LLC raised its stake in shares of Builders FirstSource by 47.2% in the 2nd quarter. Brave Warrior Advisors LLC now owns 1,827,261 shares of the company’s stock worth $213,223,000 after buying an additional 585,683 shares in the last quarter. Finally, Atreides Management LP bought a new stake in Builders FirstSource in the second quarter worth about $37,592,000. Institutional investors and hedge funds own 95.53% of the company’s stock.

Builders FirstSource News Roundup

Here are the key news stories impacting Builders FirstSource this week:

• Positive Sentiment: Benchmark cut its target but kept a Buy rating, leaving a sizable ~25% upside vs. the current share price, which supports upside potential if fundamentals stabilize. Benchmark keeps Buy, lowers PT to $138
• Positive Sentiment: Barclays lowered its PT to $124 but maintained an Overweight rating, implying continued analyst conviction that shares have mid‑teens upside if housing demand improves. Barclays lowers PT to $124, keeps Overweight
• Positive Sentiment: Company commentary/press coverage highlights that management is balancing a tough Q4 with a solid 2025 outlook, which could support medium‑term recovery if volumes and margins improve. Builders FirstSource balances Q4 hit with solid 2025
• Neutral Sentiment: BMO trimmed its PT to $120 and kept a Market Perform rating, signaling limited near‑term upside from their view. BMO lowers PT to $120, Market Perform
• Neutral Sentiment: RBC and Bank of America-related notes reiterated Hold/Hold-like stances (RBC hold; BofA hold with $123 PT), reflecting a mixed/valuations-driven view rather than outright bullishness. RBC Hold on BLDR BofA reiterates Hold
• Negative Sentiment: Analyst downgrades/pessimistic notes from Stephens and Robert W. Baird raise downside risk in the near term by lowering investor expectations for revenue/earnings recovery. Stephens issues pessimistic forecast Robert W. Baird lowers expectations
• Negative Sentiment: Q4 coverage and the earnings call highlight declining volumes and cost controls as defining the quarter — the operational weakness and revenue miss are the clearest near‑term negative drivers for the stock. Deep dive: declining volumes and cost controls Q4 earnings call transcript

Analyst Upgrades and Downgrades

A number of brokerages have recently commented on BLDR. Weiss Ratings reiterated a “hold (c-)” rating on shares of Builders FirstSource in a research report on Wednesday, January 21st. Deutsche Bank Aktiengesellschaft decreased their price target on Builders FirstSource from $134.00 to $131.00 and set a “hold” rating for the company in a research report on Monday, November 3rd. UBS Group cut their price objective on Builders FirstSource from $166.00 to $143.00 and set a “buy” rating on the stock in a report on Tuesday, January 6th. Benchmark decreased their target price on shares of Builders FirstSource from $142.00 to $138.00 and set a “buy” rating for the company in a report on Friday. Finally, Wells Fargo & Company lifted their target price on shares of Builders FirstSource from $115.00 to $120.00 and gave the stock a “cautious” rating in a research report on Wednesday, February 11th. Eight research analysts have rated the stock with a Buy rating, ten have issued a Hold rating and four have issued a Sell rating to the company’s stock. According to data from MarketBeat, the stock presently has an average rating of “Hold” and an average price target of $129.02.

Builders FirstSource Stock Performance

Shares of BLDR opened at $110.38 on Friday. The company has a market capitalization of $12.21 billion, a PE ratio of 28.45, a PEG ratio of 14.32 and a beta of 1.56. The company has a debt-to-equity ratio of 1.02, a quick ratio of 1.15 and a current ratio of 1.86. The company’s 50 day moving average price is $114.70 and its 200 day moving average price is $120.26. Builders FirstSource, Inc. has a 52 week low of $94.35 and a 52 week high of $151.03.

Builders FirstSource (NYSE:BLDR) last issued its earnings results on Tuesday, February 17th. The company reported $1.12 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $1.30 by ($0.18). Builders FirstSource had a net margin of 2.87% and a return on equity of 17.89%. The company had revenue of $3.36 billion for the quarter, compared to analyst estimates of $3.46 billion. During the same period last year, the business earned $2.31 EPS. The company’s quarterly revenue was down 12.1% on a year-over-year basis. Research analysts expect that Builders FirstSource, Inc. will post 11.59 EPS for the current fiscal year.

About Builders FirstSource

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.