Bridgefront Capital LLC Acquires Shares of 2,725 TopBuild Corp. $BLD

Bridgefront Capital LLC acquired a new stake in shares of TopBuild Corp. (NYSE:BLD) in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm acquired 2,725 shares of the construction company’s stock, valued at approximately $1,065,000.

Other large investors have also recently made changes to their positions in the company. Root Financial Partners LLC purchased a new stake in shares of TopBuild in the third quarter worth about $34,000. SJS Investment Consulting Inc. grew its holdings in TopBuild by 3,433.3% during the 3rd quarter. SJS Investment Consulting Inc. now owns 106 shares of the construction company’s stock valued at $41,000 after buying an additional 103 shares in the last quarter. Migdal Insurance & Financial Holdings Ltd. bought a new stake in TopBuild in the 2nd quarter worth approximately $35,000. Smithfield Trust Co increased its stake in TopBuild by 58.6% in the 3rd quarter. Smithfield Trust Co now owns 111 shares of the construction company’s stock worth $44,000 after acquiring an additional 41 shares during the last quarter. Finally, MAI Capital Management raised its holdings in shares of TopBuild by 28.3% during the 2nd quarter. MAI Capital Management now owns 118 shares of the construction company’s stock worth $38,000 after acquiring an additional 26 shares in the last quarter. 95.67% of the stock is owned by institutional investors.

Wall Street Analysts Forecast Growth

A number of research firms recently weighed in on BLD. Zacks Research lowered shares of TopBuild from a “hold” rating to a “strong sell” rating in a report on Tuesday, March 3rd. Royal Bank Of Canada increased their price objective on shares of TopBuild from $410.00 to $433.00 and gave the company a “sector perform” rating in a research report on Friday, February 27th. Wells Fargo & Company dropped their price objective on shares of TopBuild from $600.00 to $525.00 and set an “overweight” rating for the company in a research note on Friday, February 27th. DA Davidson restated a “buy” rating and issued a $485.00 target price on shares of TopBuild in a report on Wednesday, December 10th. Finally, Weiss Ratings cut shares of TopBuild from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Friday, February 27th. One research analyst has rated the stock with a Strong Buy rating, nine have assigned a Buy rating, six have given a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, TopBuild has a consensus rating of “Moderate Buy” and a consensus price target of $439.26.

Key Stories Impacting TopBuild

Here are the key news stories impacting TopBuild this week:

• Positive Sentiment: TopBuild reported 13% Q4 revenue growth driven by recent acquisitions, signaling top-line momentum and contribution from deal-related expansion. TopBuild Q4 revenue growth
• Neutral Sentiment: Zacks Research slightly raised its Q1 2026 EPS estimate to $3.62 (from $3.38), a near-term revision that could temper some concerns about the upcoming quarter but is small relative to the broader estimate changes.
• Negative Sentiment: Zacks cut several forward-quarter EPS forecasts (multiple Q2–Q3 2026 and Q1–Q3 2027 estimates were lowered) and reduced its FY2026 view to $18.09 from $18.60, signaling weaker outlook assumptions that could pressure sentiment if other analysts follow suit.
• Negative Sentiment: Zacks maintains a “Strong Sell” rating on BLD — a headline-negative that can amplify short-term selling pressure even though its estimates sit below the market consensus (consensus FY earnings remain ~ $20.97).

TopBuild Stock Performance

NYSE BLD opened at $367.12 on Friday. The business’s 50 day moving average price is $474.11 and its 200-day moving average price is $442.12. TopBuild Corp. has a fifty-two week low of $266.26 and a fifty-two week high of $559.47. The company has a market cap of $10.33 billion, a P/E ratio of 20.06, a P/E/G ratio of 4.52 and a beta of 1.72. The company has a debt-to-equity ratio of 1.21, a quick ratio of 1.34 and a current ratio of 1.94.

TopBuild (NYSE:BLD) last issued its quarterly earnings results on Thursday, February 26th. The construction company reported $4.50 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $4.39 by $0.11. TopBuild had a return on equity of 25.66% and a net margin of 9.65%.The company had revenue of $1.50 billion during the quarter, compared to the consensus estimate of $1.49 billion. During the same period last year, the company earned $5.13 earnings per share. TopBuild’s revenue was up 13.2% on a year-over-year basis. Sell-side analysts predict that TopBuild Corp. will post 20.97 earnings per share for the current year.

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.