TopBuild (NYSE:BLD) Price Target Raised to $433.00

TopBuild (NYSE:BLD) had its price objective hoisted by stock analysts at Royal Bank Of Canada from $410.00 to $433.00 in a research note issued on Friday,Benzinga reports. The brokerage presently has a “sector perform” rating on the construction company’s stock. Royal Bank Of Canada’s price objective would indicate a potential downside of 3.96% from the company’s current price.

Other research analysts have also issued reports about the stock. Evercore decreased their price target on shares of TopBuild from $449.00 to $448.00 and set an “in-line” rating for the company in a report on Wednesday, November 5th. Wells Fargo & Company boosted their target price on TopBuild from $540.00 to $600.00 and gave the stock an “overweight” rating in a research report on Wednesday, February 11th. Jefferies Financial Group raised their price objective on TopBuild from $518.00 to $536.00 and gave the stock a “buy” rating in a research report on Monday, December 15th. DA Davidson restated a “buy” rating and issued a $485.00 price objective on shares of TopBuild in a report on Wednesday, December 10th. Finally, Benchmark reduced their price objective on shares of TopBuild from $515.00 to $500.00 and set a “buy” rating for the company in a research note on Friday. One equities research analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating and five have assigned a Hold rating to the company’s stock. According to MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average target price of $439.26.

TopBuild Price Performance

TopBuild stock traded down $17.15 during mid-day trading on Friday, hitting $450.83. 156,169 shares of the company were exchanged, compared to its average volume of 315,396. The company has a market capitalization of $12.66 billion, a P/E ratio of 22.87, a PEG ratio of 7.84 and a beta of 1.70. The company has a debt-to-equity ratio of 1.26, a current ratio of 2.90 and a quick ratio of 2.45. The business’s 50 day simple moving average is $479.57 and its two-hundred day simple moving average is $444.08. TopBuild has a 12-month low of $266.26 and a 12-month high of $559.47.

TopBuild (NYSE:BLD) last announced its quarterly earnings data on Thursday, February 26th. The construction company reported $4.50 EPS for the quarter, beating analysts’ consensus estimates of $4.39 by $0.11. TopBuild had a return on equity of 27.10% and a net margin of 10.84%.The business had revenue of $1.50 billion during the quarter, compared to the consensus estimate of $1.49 billion. During the same quarter in the previous year, the business earned $5.13 earnings per share. The business’s revenue for the quarter was up 13.2% on a year-over-year basis. Analysts forecast that TopBuild will post 20.97 earnings per share for the current fiscal year.

Hedge Funds Weigh In On TopBuild

Institutional investors have recently added to or reduced their stakes in the company. Greenleaf Trust lifted its holdings in TopBuild by 1.8% during the 4th quarter. Greenleaf Trust now owns 1,214 shares of the construction company’s stock valued at $506,000 after purchasing an additional 22 shares during the last quarter. Root Financial Partners LLC grew its holdings in shares of TopBuild by 25.3% during the fourth quarter. Root Financial Partners LLC now owns 109 shares of the construction company’s stock worth $45,000 after purchasing an additional 22 shares during the last quarter. UMB Bank n.a. boosted its holdings in TopBuild by 6.1% in the fourth quarter. UMB Bank n.a. now owns 384 shares of the construction company’s stock valued at $160,000 after acquiring an additional 22 shares during the last quarter. Parallel Advisors LLC increased its holdings in TopBuild by 50.0% in the fourth quarter. Parallel Advisors LLC now owns 75 shares of the construction company’s stock worth $31,000 after purchasing an additional 25 shares in the last quarter. Finally, MAI Capital Management boosted its position 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 purchasing an additional 26 shares in the last quarter. 95.67% of the stock is currently owned by institutional investors and hedge funds.

TopBuild News Roundup

Here are the key news stories impacting TopBuild this week:

• Positive Sentiment: Q4 results beat consensus: TopBuild reported $4.50 EPS vs. $4.39 expected and ~ $1.49–$1.50B revenue, with sales up 13.2% year-over-year (driven largely by acquisitions). The beat supports the company’s top-line growth story. TopBuild Q4 results
• Positive Sentiment: Aggressive M&A is expanding commercial/industrial exposure: TopBuild completed seven acquisitions in 2025 (adding ~ $1.2B in annual revenue) including SPI and Progressive Roofing, and announced Johnson Roofing (Texas) to boost its commercial roofing platform — supporting secular growth outside residential new builds. Press release
• Positive Sentiment: Large shareholder returns: TopBuild repurchased ~1.37M shares in 2025 for $434.2M and has ~$754M remaining buyback capacity — a sign of management confidence and support for EPS. Quiver summary
• Positive Sentiment: Analyst/coverage notes point to long-term growth: recent Zacks write-ups highlight TopBuild’s style scores and growth runway, which may underpin buy-side interest for longer-term investors. Zacks: long-term case
• Neutral Sentiment: Small institutional activity: Aster Capital Management disclosed a new ~$598k stake — incremental institutional interest but not a material position on its own. Aster Capital stake
• Neutral Sentiment: Full earnings call transcript and slide deck available — useful for parsing management’s assumptions on housing starts, M&A cadence and synergy realization timelines. Earnings call transcript
• Negative Sentiment: Profitability, leverage and cash-flow trade-offs: GAAP net income and margins declined vs. prior year (EPS down from $5.13 to $4.50), adjusted EBITDA margin dipped, and long-term debt rose materially after acquisitions — driving higher interest expense and investor concern about near-term earnings quality. Management flagged mid-single-digit residential declines for 2026. Press release (financials & guidance)
• Negative Sentiment: Market reaction / sell-pressure explanation: commentary, higher SG&A and conservative assumptions about residential weakness plus the above leverage concerns help explain intraday selling pressure. Articles summarizing why shares are falling point to these mixed signals despite the headline beat. Why shares are falling

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.