Builders FirstSource, Inc. $BLDR Shares Newly Acquired by Sowell Financial Services LLC

Sowell Financial Services LLC purchased a new position in Builders FirstSource, Inc. (NYSE:BLDR) in the third quarter, Holdings Channel reports. The fund purchased 98,863 shares of the company’s stock, valued at approximately $5,636,000.

Other institutional investors and hedge funds also recently modified their holdings of the company. Root Financial Partners LLC lifted its stake in Builders FirstSource by 43.6% in the first quarter. Root Financial Partners LLC now owns 372 shares of the company’s stock valued at $31,000 after buying an additional 113 shares during the last quarter. Wedbush Securities Inc. boosted its holdings in Builders FirstSource by 5.3% during the second quarter. Wedbush Securities Inc. now owns 2,927 shares of the company’s stock worth $262,000 after buying an additional 147 shares in the last quarter. Private Advisor Group LLC grew its holdings in shares of Builders FirstSource by 5.9% in the 1st quarter. Private Advisor Group LLC now owns 2,890 shares of the company’s stock worth $238,000 after acquiring an additional 162 shares during the last quarter. Altshuler Shaham Ltd increased its stake in Builders FirstSource by 2.4% in the 1st quarter. Altshuler Shaham Ltd now owns 7,600 shares of the company’s stock worth $626,000 after purchasing an additional 180 shares in the last quarter. Finally, Mufg Securities Americas Inc. lifted its position in shares of Builders FirstSource by 5.9% in the 2nd quarter. Mufg Securities Americas Inc. now owns 3,240 shares of the company’s stock valued at $290,000 after acquiring an additional 180 shares in the last quarter. 95.53% of the stock is owned by institutional investors and hedge funds.

Builders FirstSource Stock Up 12.6%

Shares of NYSE BLDR opened at $62.94 on Friday. Builders FirstSource, Inc. has a 12-month low of $49.67 and a 12-month high of $131.50. The firm’s 50-day simple moving average is $59.39 and its 200 day simple moving average is $81.01. The company has a quick ratio of 1.09, a current ratio of 1.79 and a debt-to-equity ratio of 1.14. The company has a market cap of $6.77 billion, a price-to-earnings ratio of 69.17, a price-to-earnings-growth ratio of 1.91 and a beta of 1.45.

Builders FirstSource (NYSE:BLDR) last posted its earnings results on Thursday, October 29th. The company reported $1.51 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.06 by $0.45. Builders FirstSource had a return on equity of 11.73% and a net margin of 0.71%. The company had revenue of $3.85 billion during the quarter, compared to analyst estimates of $3.75 billion. During the same period in the previous year, the company earned $1.88 EPS. The company’s revenue for the quarter was down 2.2% compared to the same quarter last year. On average, research analysts expect that Builders FirstSource, Inc. will post 2.99 earnings per share for the current fiscal year.

Analysts Set New Price Targets

BLDR has been the topic of several research reports. DA Davidson set a $68.00 price objective on shares of Builders FirstSource in a research note on Friday, July 31st. Zacks Research upgraded shares of Builders FirstSource from a “strong sell” rating to a “hold” rating in a report on Friday, October 2nd. Weiss Ratings reaffirmed a “sell (d)” rating on shares of Builders FirstSource in a research note on Monday, October 19th. Robert W. Baird set a $75.00 price objective on Builders FirstSource in a report on Friday, July 31st. Finally, Benchmark reduced their price objective on Builders FirstSource from $105.00 to $100.00 and set a “buy” rating for the company in a research report on Thursday, July 23rd. Eight research analysts have rated the stock with a Buy rating, fifteen have assigned a Hold rating and two have issued a Sell rating to the company’s stock. According to data from MarketBeat, Builders FirstSource has a consensus rating of “Hold” and an average price target of $79.35.

More Builders FirstSource News

Here are the key news stories impacting Builders FirstSource this week:

• Positive Sentiment: Adjusted earnings and revenue beat estimates. BLDR reported adjusted EPS of $1.51, above analyst expectations of roughly $1.06-$1.12, while quarterly sales of $3.854 billion exceeded the approximately $3.75 billion consensus. Builders FirstSource Q3 Earnings and Revenues Beat Estimates
• Positive Sentiment: Management maintained its 2026 targets. The company continues to expect net sales of $14.2 billion to $14.6 billion and adjusted EBITDA of $1.075 billion to $1.125 billion, supporting investor confidence that weaker demand is manageable. BLDR also expects $60 million to $70 million in productivity savings. Builders FirstSource Jumps on Earnings Beat and Steady 2026 Outlook
• Positive Sentiment: Operating trends were mixed but not uniformly weak. Multifamily activity improved, repair-and-remodel demand was roughly stable, and management highlighted operating discipline and market-share gains. Liquidity totaled approximately $1.5 billion, including about $1.4 billion of revolver availability.
• Neutral Sentiment: Institutional positioning was mixed in the latest quarter, with several large investors adding shares while others reduced holdings. This provides no clear directional signal for BLDR.
• Negative Sentiment: Underlying profitability declined year over year. GAAP net income fell to $60.4 million, or $0.56 per diluted share, from $122.4 million a year earlier. Sales decreased 2.2%, gross profit declined 10.6%, and gross margin contracted 260 basis points to 27.8%, reflecting continued housing and pricing pressure. Builders FirstSource Q3 Net Income Falls

Builders FirstSource Company Profile

Builders FirstSource, Inc is a supplier of building materials, manufactured components and construction services for professional homebuilders, remodelers and other construction customers in the United States. The company provides products used throughout the residential construction process, from structural framing to interior and exterior finishes.

Its offerings include lumber and engineered wood products, roof and floor trusses, wall panels, prefabricated components, windows, doors, millwork, cabinets, roofing, siding, insulation, gypsum and related hardware.