TopBuild (NYSE:BLD) Given New $525.00 Price Target at Wells Fargo & Company

TopBuild (NYSE:BLD) had its price target decreased by Wells Fargo & Company from $600.00 to $525.00 in a research note released on Friday,Benzinga reports. Wells Fargo & Company currently has an overweight rating on the construction company’s stock.

A number of other research firms also recently issued reports on BLD. Benchmark decreased their price objective on TopBuild from $515.00 to $500.00 and set a “buy” rating for the company in a report on Friday. Weiss Ratings raised shares of TopBuild from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Thursday, February 5th. Evercore lowered their price objective on shares of TopBuild from $449.00 to $448.00 and set an “in-line” rating on the stock in a report on Wednesday, November 5th. Royal Bank Of Canada increased their target price on shares of TopBuild from $410.00 to $433.00 and gave the stock a “sector perform” rating in a report on Friday. Finally, DA Davidson reaffirmed a “buy” rating and issued a $485.00 target price on shares of TopBuild in a research report on Wednesday, December 10th. One analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating and five have given a Hold rating to the company’s stock. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus price target of $439.26.

TopBuild Stock Down 4.3%

Shares of BLD stock traded down $20.29 during trading hours on Friday, hitting $447.69. 443,674 shares of the company were exchanged, compared to its average volume of 316,589. TopBuild has a 52 week low of $266.26 and a 52 week high of $559.47. The company has a current ratio of 2.90, a quick ratio of 2.45 and a debt-to-equity ratio of 1.26. The business has a 50 day moving average of $479.99 and a two-hundred day moving average of $444.31. The company has a market capitalization of $12.57 billion, a PE ratio of 24.46, a PEG ratio of 7.56 and a beta of 1.70.

TopBuild (NYSE:BLD) last posted its quarterly earnings data on Thursday, February 26th. The construction company reported $4.50 EPS for the quarter, beating the consensus estimate of $4.39 by $0.11. The business had revenue of $1.50 billion for the quarter, compared to analysts’ expectations of $1.49 billion. TopBuild had a net margin of 9.65% and a return on equity of 26.12%. The firm’s revenue was up 13.2% compared to the same quarter last year. During the same period in the previous year, the firm posted $5.13 EPS. Analysts anticipate that TopBuild will post 20.97 earnings per share for the current fiscal year.

Institutional Inflows and Outflows

Institutional investors have recently modified their holdings of the company. Core Wealth Advisors LLC acquired a new stake in TopBuild in the 4th quarter valued at about $26,000. Advisory Services Network LLC bought a new stake in TopBuild in the third quarter valued at approximately $27,000. Parallel Advisors LLC lifted its position in shares of TopBuild by 50.0% in the fourth quarter. Parallel Advisors LLC now owns 75 shares of the construction company’s stock valued at $31,000 after buying an additional 25 shares during the last quarter. Global Retirement Partners LLC boosted its stake in shares of TopBuild by 310.5% during the 4th quarter. Global Retirement Partners LLC now owns 78 shares of the construction company’s stock worth $33,000 after acquiring an additional 59 shares during the period. Finally, Root Financial Partners LLC acquired a new position in shares of TopBuild during the 3rd quarter worth approximately $34,000. 95.67% of the stock is currently owned by institutional investors and hedge funds.

More TopBuild News

Here are the key news stories impacting TopBuild this week:

• Positive Sentiment: Wells Fargo cut its price target from $600 to $525 but kept an Overweight rating, leaving material upside vs. the current price — shows continued analyst conviction despite the reset. Benzinga
• Positive Sentiment: Benchmark trimmed its target from $515 to $500 but maintained a Buy — another buy-side vote that implies double-digit upside from current levels. Benzinga
• Positive Sentiment: TopBuild returned $434.2M to shareholders via share repurchases in 2025 and has substantial remaining buyback capacity (~$753.9M), supporting EPS and signaling management confidence. TopBuild Q4 press release
• Positive Sentiment: Institutional buying: Aster Capital disclosed a new ~ $598k position in BLD, indicating some funds are adding exposure after the results. Aster Capital buys BLD
• Neutral Sentiment: RBC bumped its target modestly from $410 to $433 and left a Sector Perform rating — a mixed signal (slightly higher target but no upgrade). Benzinga
• Neutral Sentiment: Q4 results: revenue (~$1.49B) roughly in line with expectations and EPS of $4.50 beat consensus by $0.11, but EPS and net income were down versus a year ago — topline growth was acquisition-driven. Yahoo Finance: Q4 results
• Negative Sentiment: Profitability compression: reported operating and net margins declined (YoY net income and EPS down), driven by SG&A increases, acquisition-related costs and inventory step-ups that weighed on Specialty Distribution margins. Those margin hits are a key reason sentiment turned negative despite revenue growth. TopBuild Q4 press release
• Negative Sentiment: Higher leverage and interest costs: long-term debt rose materially after 2025 acquisitions and interest expense increased, raising financial risk and weighing on adjusted earnings expectations. This is amplifying investor caution. TopBuild Q4 press release
• Negative Sentiment: Insider selling: recent insider share sales (including by the CEO) have been reported, which can add to near-term downward pressure on the stock. Quiver / summary

TopBuild Company Profile

TopBuild Corp. (NYSE: BLD) is a leading installer and distributor of insulation and building material products serving primarily the U.S. construction market. Headquartered in Daytona Beach, Florida, the company was formed in 2011 as a spin-off from ABF Freight System and has since grown through a combination of organic expansion and targeted acquisitions. TopBuild’s core mission is to enhance energy efficiency and comfort in new residential and light commercial construction projects by providing comprehensive insulation solutions and related services.

The company operates through two main segments.