Life Cycle Investment Partners Ltd Makes New Investment in TopBuild Corp. $BLD

Life Cycle Investment Partners Ltd bought a new position in shares of TopBuild Corp. (NYSE:BLD) during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm bought 89,261 shares of the construction company’s stock, valued at approximately $37,239,000.

A number of other hedge funds have also modified their holdings of BLD. Advisory Services Network LLC acquired a new position in shares of TopBuild during the 3rd quarter worth $27,000. Global Retirement Partners LLC increased its stake in shares of TopBuild by 310.5% during the 4th quarter. Global Retirement Partners LLC now owns 78 shares of the construction company’s stock valued at $33,000 after acquiring an additional 59 shares during the last quarter. First Horizon Corp increased its stake in shares of TopBuild by 138.9% during the 4th quarter. First Horizon Corp now owns 86 shares of the construction company’s stock valued at $36,000 after acquiring an additional 50 shares during the last quarter. Root Financial Partners LLC purchased a new stake in shares of TopBuild during the 3rd quarter worth about $34,000. Finally, V Square Quantitative Management LLC purchased a new stake in shares of TopBuild during the 4th quarter worth about $43,000. 95.67% of the stock is currently owned by hedge funds and other institutional investors.

Key Headlines Impacting TopBuild

Here are the key news stories impacting TopBuild this week:

• Positive Sentiment: Zacks Research raised its Q4 2026 EPS estimate for TopBuild to $4.36 from $4.34, a modest increase that points to slightly better earnings expectations.
• Positive Sentiment: The firm also lifted its FY2026 EPS estimate to $18.16 from $18.09, slightly above the current consensus of $18.14, suggesting expectations remain stable to improving.
• Positive Sentiment: Longer-term outlook improved for some periods, including Q1 2028 EPS being raised to $5.18 from $5.03 and FY2027 being projected at $19.61, which may support confidence in TopBuild’s earnings trajectory.
• Neutral Sentiment: Zacks Research maintained a Hold rating on TopBuild, indicating the brokerage is not signaling a strong buy or sell thesis.
• Negative Sentiment: The analyst also reduced several estimates, including Q2 2026 EPS to $4.75 from $4.76, Q3 2026 to $5.30 from $5.37, Q1 2027 to $4.29 from $4.32, Q2 2027 to $5.12 from $5.14, Q3 2027 to $5.36 from $5.39, Q4 2027 to $4.84 from $5.02, and FY2028 to $22.05 from $22.10, which may have weighed on the stock.

Wall Street Analysts Forecast Growth

Several equities research analysts recently issued reports on the company. Zacks Research raised TopBuild from a “strong sell” rating to a “hold” rating in a research report on Wednesday, May 6th. UBS Group set a $440.00 price target on TopBuild in a report on Wednesday, May 6th. Royal Bank Of Canada raised their target price on TopBuild from $410.00 to $433.00 and gave the company a “sector perform” rating in a research note on Friday, February 27th. Benchmark decreased their price target on TopBuild from $515.00 to $500.00 and set a “buy” rating for the company in a research report on Friday, February 27th. Finally, Weiss Ratings downgraded TopBuild from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Friday, February 27th. One equities research analyst has rated the stock with a Strong Buy rating, five have issued a Buy rating and nine have given a Hold rating to the company. Based on data from MarketBeat, the stock currently has an average rating of “Hold” and a consensus target price of $466.77.

TopBuild Price Performance

Shares of NYSE:BLD opened at $408.09 on Friday. TopBuild Corp. has a 1-year low of $273.87 and a 1-year high of $559.47. The firm has a market capitalization of $11.48 billion, a PE ratio of 22.93, a PEG ratio of 4.75 and a beta of 1.85. The business’s 50 day moving average is $396.39 and its 200-day moving average is $434.40. The company has a current ratio of 2.00, a quick ratio of 1.41 and a debt-to-equity ratio of 1.16.

TopBuild (NYSE:BLD) last announced its quarterly earnings results on Tuesday, May 5th. The construction company reported $3.75 EPS for the quarter, beating the consensus estimate of $3.64 by $0.11. The business had revenue of $1.45 billion for the quarter, compared to analyst estimates of $1.41 billion. TopBuild had a return on equity of 23.53% and a net margin of 8.95%.TopBuild’s quarterly revenue was up 17.2% on a year-over-year basis. During the same quarter in the previous year, the firm earned $4.63 EPS. Sell-side analysts predict that TopBuild Corp. will post 18.15 earnings per share for the current year.

About TopBuild

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.