Installed Building Products (NYSE:IBP) Given New $340.00 Price Target at Wells Fargo & Company

Installed Building Products (NYSE:IBP) had its price objective reduced by investment analysts at Wells Fargo & Company from $355.00 to $340.00 in a report released on Friday,Benzinga reports. The brokerage currently has an “equal weight” rating on the construction company’s stock. Wells Fargo & Company‘s target price suggests a potential upside of 3.50% from the stock’s previous close.

A number of other research analysts also recently commented on IBP. Wall Street Zen downgraded shares of Installed Building Products from a “buy” rating to a “hold” rating in a research report on Tuesday, February 3rd. Royal Bank Of Canada raised their price objective on Installed Building Products from $184.00 to $203.00 and gave the stock an “underperform” rating in a report on Thursday, November 6th. Jefferies Financial Group boosted their target price on Installed Building Products from $230.00 to $259.00 and gave the company a “hold” rating in a report on Monday, December 15th. Vertical Research upgraded Installed Building Products from a “sell” rating to a “hold” rating and set a $326.00 price target on the stock in a research note on Friday. Finally, Zacks Research cut Installed Building Products from a “strong-buy” rating to a “hold” rating in a research note on Friday, January 16th. One investment analyst has rated the stock with a Buy rating, eleven have given a Hold rating and two have assigned a Sell rating to the company’s stock. According to data from MarketBeat, the stock presently has a consensus rating of “Reduce” and a consensus target price of $249.75.

Installed Building Products Stock Up 2.0%

NYSE IBP traded up $6.48 during trading on Friday, reaching $328.49. 195,617 shares of the company’s stock were exchanged, compared to its average volume of 324,950. The stock has a market cap of $8.91 billion, a P/E ratio of 35.48, a price-to-earnings-growth ratio of 7.01 and a beta of 1.92. The company has a debt-to-equity ratio of 1.25, a quick ratio of 2.28 and a current ratio of 2.78. The company has a 50 day moving average price of $299.42 and a two-hundred day moving average price of $273.76. Installed Building Products has a 1 year low of $150.83 and a 1 year high of $349.00.

Installed Building Products (NYSE:IBP) last announced its quarterly earnings results on Thursday, February 26th. The construction company reported $3.24 EPS for the quarter, beating the consensus estimate of $2.83 by $0.41. Installed Building Products had a net margin of 8.60% and a return on equity of 62.74%. The company had revenue of $747.50 million for the quarter, compared to analyst estimates of $738.97 million. During the same period in the prior year, the firm posted $2.88 earnings per share. The firm’s revenue was down .4% on a year-over-year basis. On average, equities research analysts anticipate that Installed Building Products will post 10.66 EPS for the current fiscal year.

Institutional Investors Weigh In On Installed Building Products

Several hedge funds have recently modified their holdings of IBP. Price T Rowe Associates Inc. MD increased its stake in Installed Building Products by 26.9% in the 4th quarter. Price T Rowe Associates Inc. MD now owns 1,551,161 shares of the construction company’s stock valued at $402,356,000 after buying an additional 328,725 shares during the period. Eminence Capital LP increased its stake in shares of Installed Building Products by 48.5% during the second quarter. Eminence Capital LP now owns 945,101 shares of the construction company’s stock worth $170,421,000 after acquiring an additional 308,717 shares during the period. Timucuan Asset Management Inc. FL raised its holdings in Installed Building Products by 73.2% during the second 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 in the last quarter. Giverny Capital Inc. lifted its position in Installed Building Products by 0.9% in the fourth quarter. Giverny Capital Inc. now owns 519,236 shares of the construction company’s stock valued at $134,685,000 after purchasing an additional 4,500 shares during the period. Finally, Bamco Inc. NY boosted its holdings in Installed Building Products by 8.5% in the 2nd quarter. Bamco Inc. NY now owns 481,039 shares of the construction company’s stock valued at $86,741,000 after purchasing an additional 37,595 shares in the last quarter. 99.61% of the stock is owned by institutional investors and hedge funds.

Installed Building Products News Summary

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

• Positive Sentiment: Q4 earnings and revenue beat consensus: IBP reported EPS of $3.24 vs. consensus ~$2.83 and revenue of $747.5M vs. ~$739M, driven by margin strength and cost control. The beat is a primary catalyst for the stock’s gain. Zacks: IBP Q4 Earnings and Revenues Beat Estimates
• Positive Sentiment: Company announced record fourth-quarter and FY‑2025 profitability (strong ROE of ~62.7% and net margin ~8.6%), reinforcing confidence in operating leverage and pricing/execution. This shows management delivered on margins despite mixed top‑line trends. BusinessWire: IBP Reports Record Profitability
• Positive Sentiment: Special cash dividend declared: IBP will pay a $1.80/share special dividend to holders of record March 13, payable March 31 (ex-dividend March 13). The one‑time payout shifts the story toward shareholder returns and likely supported the rally.
• Neutral Sentiment: Market/coverage notes: An analyst at Vertical Research upgraded IBP from Sell to Hold with a $326 target (slightly below current levels), which reduces negative pressure from a prior Sell rating but implies limited near‑term upside from that shop. Finviz: Analyst Note
• Neutral Sentiment: Investor materials and call transcript available — management provided an earnings presentation and Q4 earnings call transcript that investors can use to assess guidance, M&A cadence and margin sustainability. Seeking Alpha: Q4 Earnings Call Transcript
• Negative Sentiment: Top-line softness in parts of the business: net revenue was down ~0.4% YoY and installation revenue fell ~2.2% versus last year, highlighting some demand pressure that could limit upside if trends persist. BusinessWire: Full Results

Installed Building Products Company Profile

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.