Beacon Investment Advisory Services Inc. Has $3.49 Million Stake in Installed Building Products, Inc. $IBP

Beacon Investment Advisory Services Inc. raised its stake in shares of Installed Building Products, Inc. (NYSE:IBP) by 27.0% during the 2nd quarter, HoldingsChannel.com reports. The firm owned 15,203 shares of the construction company’s stock after acquiring an additional 3,229 shares during the quarter. Beacon Investment Advisory Services Inc.’s holdings in Installed Building Products were worth $3,494,000 as of its most recent filing with the SEC.

Other large investors have also made changes to their positions in the company. Price T Rowe Associates Inc. MD lifted its stake in shares of Installed Building Products by 26.9% in the fourth 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. Orion Porfolio Solutions LLC increased its stake in Installed Building Products by 4,659.1% during the second quarter. Orion Porfolio Solutions LLC now owns 171,897 shares of the construction company’s stock valued at $30,996,000 after acquiring an additional 168,285 shares during the period. Ameriprise Financial Inc. increased its stake in Installed Building Products by 84.1% during the second quarter. Ameriprise Financial Inc. now owns 276,690 shares of the construction company’s stock valued at $49,893,000 after acquiring an additional 126,435 shares during the period. Norges Bank acquired a new position in Installed Building Products in the 4th quarter valued at approximately $32,359,000. Finally, Goldman Sachs Group Inc. raised its holdings in Installed Building Products by 52.7% in the 4th quarter. Goldman Sachs Group Inc. now owns 355,211 shares of the construction company’s stock valued at $92,138,000 after acquiring an additional 122,561 shares in the last quarter. Institutional investors and hedge funds own 99.61% of the company’s stock.

Key Installed Building Products News

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

• Positive Sentiment: IBP reported record second-quarter revenue of $777.8 million, up 2.3% year over year and ahead of the approximately $743 million consensus estimate. Adjusted earnings of $2.91 per share exceeded estimates ranging from $2.55 to $2.57, providing the primary positive catalyst. Installed Building Products Reports Second Quarter 2026 Results
• Positive Sentiment: Commercial construction strength and recent acquisitions helped drive growth, offsetting weaker residential demand. Management’s focus on acquisitions and market-share gains suggests additional revenue opportunities despite mixed building activity. IBP Q2 deep dive: Commercial strength and M&A drive growth amid residential headwinds
• Positive Sentiment: The company declared a quarterly cash dividend of $0.39 per share, payable September 30 to shareholders of record September 15. The dividend reinforces shareholder returns, though its annualized yield is modest at about 0.6%. Dividend announcement
• Neutral Sentiment: Installation revenue declined 0.7% to $710.7 million, indicating that reported growth depended partly on acquisitions and stronger complementary-product activity. Investors will likely focus on organic growth and integration execution. Installed Building Products 2026 Q2 Results Presentation
• Negative Sentiment: Quarterly EPS declined from $2.95 a year earlier to $2.91, while residential-market headwinds continue to weigh on demand. This limits the strength of the headline earnings beat and could pressure future growth if housing activity remains soft. IBP Q2 Earnings and Revenues Surpass Estimates

Installed Building Products Trading Up 1.1%

Shares of Installed Building Products stock opened at $244.65 on Friday. Installed Building Products, Inc. has a 12-month low of $193.11 and a 12-month high of $349.00. The company has a 50-day simple moving average of $221.01 and a 200 day simple moving average of $260.93. The company has a quick ratio of 2.76, a current ratio of 2.98 and a debt-to-equity ratio of 1.62. The stock has a market capitalization of $6.59 billion, a P/E ratio of 26.33, a price-to-earnings-growth ratio of 5.80 and a beta of 1.70.

Installed Building Products (NYSE:IBP) last posted its quarterly earnings data on Thursday, August 6th. The construction company reported $2.91 EPS for the quarter, topping analysts’ consensus estimates of $2.55 by $0.36. The company had revenue of $777.80 million for the quarter, compared to analyst estimates of $743.33 million. Installed Building Products had a return on equity of 42.12% and a net margin of 8.46%.The business’s revenue was up 2.3% on a year-over-year basis. During the same quarter in the previous year, the firm earned $2.95 earnings per share. Research analysts expect that Installed Building Products, Inc. will post 9.57 earnings per share for the current fiscal year.

Installed Building Products Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Wednesday, September 30th. Stockholders of record on Tuesday, September 15th will be given a dividend of $0.39 per share. This represents a $1.56 dividend on an annualized basis and a dividend yield of 0.6%. The ex-dividend date is Tuesday, September 15th. Installed Building Products’s dividend payout ratio is presently 16.63%.

Analysts Set New Price Targets

Several brokerages have recently weighed in on IBP. Weiss Ratings lowered Installed Building Products from a “hold (c+)” rating to a “hold (c)” rating in a report on Thursday, May 21st. JPMorgan Chase & Co. cut their target price on Installed Building Products from $284.00 to $195.00 and set an “underweight” rating for the company in a research note on Wednesday, May 13th. Royal Bank Of Canada set a $242.00 target price on Installed Building Products in a research report on Monday, May 11th. The Goldman Sachs Group decreased their price target on shares of Installed Building Products from $331.00 to $285.00 and set a “buy” rating on the stock in a research note on Friday, May 8th. Finally, DA Davidson reissued a “neutral” rating and issued a $242.00 price target on shares of Installed Building Products in a report on Monday, June 1st. One equities research analyst has rated the stock with a Buy rating, eleven have given a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, Installed Building Products has a consensus rating of “Hold” and a consensus price target of $248.82.

Insider Activity at Installed Building Products

In related news, Director Lawrence A. Hilsheimer acquired 475 shares of the company’s stock in a transaction that occurred on Monday, May 11th. The stock was acquired at an average price of $206.22 per share, for a total transaction of $97,954.50. Following the completion of the acquisition, the director owned 28,468 shares of the company’s stock, valued at $5,870,670.96. This trade represents a 1.70% increase in their position. The purchase was disclosed in a legal filing with the SEC, which is available at the SEC website. Also, COO Brad A. Wheeler purchased 716 shares of the business’s stock in a transaction that occurred on Monday, May 11th. The stock was purchased at an average price of $209.13 per share, for a total transaction of $149,737.08. Following the completion of the transaction, the chief operating officer directly owned 14,988 shares in the company, valued at $3,134,440.44. This trade represents a 5.02% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. In the last ninety days, insiders acquired 5,036 shares of company stock worth $1,042,807. 13.80% of the stock is currently owned by company insiders.

About Installed Building Products

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.