Royal Bank Of Canada Forecasts Strong Price Appreciation for Installed Building Products (NYSE:IBP) Stock

Installed Building Products (NYSE:IBP) had its price objective increased by investment analysts at Royal Bank Of Canada from $203.00 to $255.00 in a note issued to investors on Friday,Benzinga reports. The firm presently has an “underperform” rating on the construction company’s stock. Royal Bank Of Canada’s price objective indicates a potential downside of 22.37% from the company’s current price.

Several other research firms have also recently weighed in on IBP. Weiss Ratings upgraded shares of Installed Building Products from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Monday, February 9th. Vertical Research raised shares of Installed Building Products from a “sell” rating to a “hold” rating and set a $326.00 price target for the company in a report on Friday. Jefferies Financial Group upped their price objective on Installed Building Products from $230.00 to $259.00 and gave the stock a “hold” rating in a report on Monday, December 15th. Benchmark cut Installed Building Products from a “buy” rating to a “hold” rating in a research note on Wednesday, February 11th. Finally, Evercore set a $265.00 price target on Installed Building Products in a research note on Thursday, November 6th. One analyst has rated the stock with a Buy rating, eleven have assigned a Hold rating and two have issued a Sell rating to the company’s stock. According to data from MarketBeat.com, Installed Building Products presently has a consensus rating of “Reduce” and an average price target of $249.75.

Installed Building Products Price Performance

IBP stock traded up $6.48 during midday trading on Friday, reaching $328.49. 195,617 shares of the company’s stock traded hands, compared to its average volume of 324,950. The company has a 50-day simple moving average of $299.42 and a two-hundred day simple moving average of $273.76. The company has a quick ratio of 2.28, a current ratio of 2.78 and a debt-to-equity ratio of 1.25. Installed Building Products has a 1-year low of $150.83 and a 1-year high of $349.00. The company has a market cap of $8.91 billion, a price-to-earnings ratio of 35.48, a PEG ratio of 7.01 and a beta of 1.92.

Installed Building Products (NYSE:IBP) last announced its earnings results on Thursday, February 26th. The construction company reported $3.24 EPS for the quarter, topping the consensus estimate of $2.83 by $0.41. Installed Building Products had a return on equity of 62.74% and a net margin of 8.60%.The company had revenue of $747.50 million for the quarter, compared to analysts’ expectations of $738.97 million. During the same quarter in the prior year, the business earned $2.88 earnings per share. The business’s revenue for the quarter was down .4% on a year-over-year basis. On average, analysts anticipate that Installed Building Products will post 10.66 earnings per share for the current year.

Hedge Funds Weigh In On Installed Building Products

Several hedge funds have recently added to or reduced their stakes in the stock. Price T Rowe Associates Inc. MD boosted its holdings in Installed Building Products by 26.9% during the fourth quarter. Price T Rowe Associates Inc. MD now owns 1,551,161 shares of the construction company’s stock worth $402,356,000 after buying an additional 328,725 shares during the last quarter. Eminence Capital LP increased its stake in shares of Installed Building Products by 48.5% in the 2nd quarter. Eminence Capital LP now owns 945,101 shares of the construction company’s stock valued at $170,421,000 after acquiring an additional 308,717 shares during the last quarter. Timucuan Asset Management Inc. FL raised its position in shares of Installed Building Products by 73.2% in the 2nd quarter. Timucuan Asset Management Inc. FL now owns 866,577 shares of the construction company’s stock valued at $156,261,000 after acquiring an additional 366,250 shares during the period. Giverny Capital Inc. boosted its stake in Installed Building Products by 0.9% during the 4th quarter. Giverny Capital Inc. now owns 519,236 shares of the construction company’s stock worth $134,685,000 after acquiring an additional 4,500 shares during the last quarter. Finally, Bamco Inc. NY grew its holdings in Installed Building Products by 8.5% during the second quarter. Bamco Inc. NY now owns 481,039 shares of the construction company’s stock valued at $86,741,000 after purchasing an additional 37,595 shares during the period. Institutional investors and hedge funds own 99.61% of the company’s stock.

Trending Headlines about Installed Building Products

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

• Positive Sentiment: Q4 earnings and revenue beat consensus: IBP reported EPS of $3.24 vs. consensus ~$2.83 and revenue of $747.5M vs. ~$739M, driven by margin strength and cost control. The beat is a primary catalyst for the stock’s gain. Zacks: IBP Q4 Earnings and Revenues Beat Estimates
• Positive Sentiment: Company announced record fourth-quarter and FY‑2025 profitability (strong ROE of ~62.7% and net margin ~8.6%), reinforcing confidence in operating leverage and pricing/execution. This shows management delivered on margins despite mixed top‑line trends. BusinessWire: IBP Reports Record Profitability
• Positive Sentiment: Special cash dividend declared: IBP will pay a $1.80/share special dividend to holders of record March 13, payable March 31 (ex-dividend March 13). The one‑time payout shifts the story toward shareholder returns and likely supported the rally.
• Neutral Sentiment: Market/coverage notes: An analyst at Vertical Research upgraded IBP from Sell to Hold with a $326 target (slightly below current levels), which reduces negative pressure from a prior Sell rating but implies limited near‑term upside from that shop. Finviz: Analyst Note
• Neutral Sentiment: Investor materials and call transcript available — management provided an earnings presentation and Q4 earnings call transcript that investors can use to assess guidance, M&A cadence and margin sustainability. Seeking Alpha: Q4 Earnings Call Transcript
• Negative Sentiment: Top-line softness in parts of the business: net revenue was down ~0.4% YoY and installation revenue fell ~2.2% versus last year, highlighting some demand pressure that could limit upside if trends persist. BusinessWire: Full Results

Installed Building Products Company Profile

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.