Vanguard Group Inc. Sells 47,149 Shares of Builders FirstSource, Inc. $BLDR

Vanguard Group Inc. trimmed its position in Builders FirstSource, Inc. (NYSE:BLDR) by 0.4% in the fourth quarter, Holdings Channel reports. The fund owned 12,377,575 shares of the company’s stock after selling 47,149 shares during the quarter. Vanguard Group Inc. owned 0.11% of Builders FirstSource worth $1,273,529,000 at the end of the most recent reporting period.

Other large investors also recently modified their holdings of the company. Caitong International Asset Management Co. Ltd lifted its stake in shares of Builders FirstSource by 167.1% in the 3rd quarter. Caitong International Asset Management Co. Ltd now owns 211 shares of the company’s stock valued at $26,000 after acquiring an additional 132 shares during the last quarter. Cromwell Holdings LLC lifted its stake in shares of Builders FirstSource by 1,323.5% in the 4th quarter. Cromwell Holdings LLC now owns 242 shares of the company’s stock valued at $25,000 after acquiring an additional 225 shares during the last quarter. TD Waterhouse Canada Inc. bought a new position in shares of Builders FirstSource in the 3rd quarter valued at $34,000. CYBER HORNET ETFs LLC bought a new position in shares of Builders FirstSource in the 2nd quarter valued at $38,000. Finally, MUFG Securities EMEA plc bought a new position in shares of Builders FirstSource in the 2nd quarter valued at $38,000. 95.53% of the stock is currently owned by institutional investors.

Builders FirstSource Stock Performance

NYSE BLDR opened at $79.18 on Friday. The company has a market capitalization of $8.76 billion, a price-to-earnings ratio of 20.41, a PEG ratio of 2.51 and a beta of 1.63. Builders FirstSource, Inc. has a twelve month low of $76.50 and a twelve month high of $151.03. The stock has a fifty day simple moving average of $89.22 and a 200 day simple moving average of $105.05. The company has a quick ratio of 1.16, a current ratio of 1.86 and a debt-to-equity ratio of 1.02.

Builders FirstSource (NYSE:BLDR) last posted its quarterly earnings data on Thursday, April 30th. The company reported $0.27 earnings per share for the quarter, missing analysts’ consensus estimates of $0.39 by ($0.12). The company had revenue of $3.29 billion during the quarter, compared to analyst estimates of $3.17 billion. Builders FirstSource had a net margin of 2.87% and a return on equity of 17.89%. The business’s revenue for the quarter was down 10.1% on a year-over-year basis. During the same quarter in the previous year, the company earned $1.51 earnings per share. Sell-side analysts expect that Builders FirstSource, Inc. will post 5.58 EPS for the current year.

Builders FirstSource announced that its Board of Directors has authorized a share buyback program on Thursday, April 30th that allows the company to buyback $500.00 million in shares. This buyback authorization allows the company to purchase up to 5.4% of its stock through open market purchases. Stock buyback programs are generally an indication that the company’s management believes its stock is undervalued.

Key Builders FirstSource News

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

• Positive Sentiment: Board approves $500 million share repurchase (authorizes ~5.4% of shares), signaling management believes shares are undervalued and supporting buyback-driven EPS/cash-return thesis. Read More.
• Positive Sentiment: Some analysts remain constructive — William Blair (and other boutiques) continue to back BLDR on valuation and longer-term margin recovery potential, which can support demand for the stock at lower levels. Read More.
• Positive Sentiment: Insider buying noted (recent purchase reported), which can be read as management confidence in the company’s longer-term outlook. Read More.
• Neutral Sentiment: Company named a new legal leader amid governance and risk scrutiny — may improve oversight but is unlikely to materially change near-term operating results. Read More.
• Neutral Sentiment: Some buy-side activity is mixed: while a number of institutions trimmed positions heavily, others added shares — signals of rotation rather than a unanimous view on the housing cycle recovery. Read More.
• Negative Sentiment: Q1 results: EPS of $0.27 missed estimates (~$0.39) and revenue fell ~10% YoY (though it slightly beat sales forecasts), with a swing to a net loss versus year-ago profit — this weak operational print is the primary reason for today’s downward pressure. Read More.
• Negative Sentiment: Management trimmed 2026 expectations (revenue band roughly $14.6B–$15.6B) and signaled weaker margins and lower free-cash-flow — a tougher housing affordability backdrop is expected to pressure volumes and profitability into next year. Read More.
• Negative Sentiment: Market reaction: commentary and outlook caused investors to mark down expectations, with some coverage noting the company is “sliding” after the Q1 loss and weaker 2026 outlook — that near-term demand and margin risk is weighing on the stock. Read More.

Insiders Place Their Bets

In other Builders FirstSource news, Director Paul S. Levy purchased 50,000 shares of the firm’s stock in a transaction on Friday, March 13th. The stock was purchased at an average cost of $87.73 per share, for a total transaction of $4,386,500.00. Following the acquisition, the director owned 1,727,191 shares in the company, valued at approximately $151,526,466.43. The trade was a 2.98% increase in their position. The acquisition was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website. Insiders own 2.70% of the company’s stock.

Wall Street Analyst Weigh In

A number of research analysts have recently commented on the company. Zacks Research upgraded Builders FirstSource from a “strong sell” rating to a “hold” rating in a research note on Friday, March 20th. Barclays set a $93.00 price target on Builders FirstSource in a research note on Friday. Wells Fargo & Company decreased their price objective on Builders FirstSource from $120.00 to $87.00 and set an “equal weight” rating for the company in a report on Wednesday, April 8th. Robert W. Baird decreased their price objective on Builders FirstSource from $135.00 to $125.00 and set a “neutral” rating for the company in a report on Wednesday, February 18th. Finally, Deutsche Bank Aktiengesellschaft decreased their price objective on Builders FirstSource from $117.00 to $102.00 and set a “hold” rating for the company in a report on Monday, February 23rd. Nine analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and three have issued a Sell rating to the company. According to MarketBeat.com, the company currently has an average rating of “Hold” and a consensus price target of $116.57.

Builders FirstSource Company Profile

Builders FirstSource, Inc is a leading supplier of structural and value-added building products and services to professional contractors, homebuilders and remodelers. The company provides a comprehensive range of materials and prefabricated components that support all phases of residential construction, from site development and framing to finishing and installation.

The company’s core offerings include lumber and lumber sheet goods, windows and doors, millwork, roofing and siding, and engineered wood products such as roof and floor trusses.