Kovitz Investment Group Partners LLC Grows Stock Position in Builders FirstSource, Inc. $BLDR

Kovitz Investment Group Partners LLC increased its stake in Builders FirstSource, Inc. (NYSE:BLDR) by 1.8% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 685,587 shares of the company’s stock after acquiring an additional 12,107 shares during the period. Kovitz Investment Group Partners LLC’s holdings in Builders FirstSource were worth $83,127,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also bought and sold shares of the company. TD Waterhouse Canada Inc. bought a new stake in Builders FirstSource in the third quarter valued at approximately $34,000. CYBER HORNET ETFs LLC purchased a new stake in Builders FirstSource during the 2nd quarter valued at $38,000. MUFG Securities EMEA plc bought a new stake in Builders FirstSource in the 2nd quarter worth $38,000. IMA Advisory Services Inc. increased its position in shares of Builders FirstSource by 40.9% in the third quarter. IMA Advisory Services Inc. now owns 355 shares of the company’s stock valued at $43,000 after acquiring an additional 103 shares during the period. Finally, Migdal Insurance & Financial Holdings Ltd. purchased a new position in shares of Builders FirstSource in the third quarter valued at about $44,000. 95.53% of the stock is currently owned by institutional investors.

Wall Street Analysts Forecast Growth

BLDR has been the topic of a number of research analyst reports. Benchmark reduced their price target on Builders FirstSource from $142.00 to $138.00 and set a “buy” rating on the stock in a report on Friday. Robert W. Baird decreased their target price on Builders FirstSource from $135.00 to $125.00 and set a “neutral” rating for the company in a report on Wednesday. UBS Group reduced their price objective on shares of Builders FirstSource from $166.00 to $143.00 and set a “buy” rating on the stock in a research report on Tuesday, January 6th. Stephens decreased their price objective on shares of Builders FirstSource from $137.00 to $125.00 and set an “equal weight” rating for the company in a report on Wednesday. Finally, Deutsche Bank Aktiengesellschaft cut their target price on shares of Builders FirstSource from $134.00 to $131.00 and set a “hold” rating on the stock in a research note on Monday, November 3rd. Eight investment analysts have rated the stock with a Buy rating, ten have issued a Hold rating and four have issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company presently has an average rating of “Hold” and an average price target of $129.02.

Builders FirstSource Stock Down 0.9%

NYSE:BLDR opened at $110.38 on Friday. The company has a debt-to-equity ratio of 1.02, a current ratio of 1.86 and a quick ratio of 1.15. The firm’s 50-day moving average price is $114.70 and its 200-day moving average price is $120.17. The company has a market capitalization of $12.21 billion, a PE ratio of 28.45, a P/E/G ratio of 14.21 and a beta of 1.56. Builders FirstSource, Inc. has a 1-year low of $94.35 and a 1-year high of $151.03.

Builders FirstSource (NYSE:BLDR) last posted its quarterly earnings data on Tuesday, February 17th. The company reported $1.12 EPS for the quarter, missing the consensus estimate of $1.30 by ($0.18). Builders FirstSource had a return on equity of 17.89% and a net margin of 2.87%.The business had revenue of $3.36 billion for the quarter, compared to the consensus estimate of $3.46 billion. During the same period in the previous year, the firm earned $2.31 EPS. The company’s revenue was down 12.1% on a year-over-year basis. On average, equities analysts predict that Builders FirstSource, Inc. will post 11.59 EPS for the current fiscal year.

Key Stories Impacting Builders FirstSource

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

• Positive Sentiment: Benchmark cut its target but kept a Buy rating, leaving a sizable ~25% upside vs. the current share price, which supports upside potential if fundamentals stabilize. Benchmark keeps Buy, lowers PT to $138
• Positive Sentiment: Barclays lowered its PT to $124 but maintained an Overweight rating, implying continued analyst conviction that shares have mid‑teens upside if housing demand improves. Barclays lowers PT to $124, keeps Overweight
• Positive Sentiment: Company commentary/press coverage highlights that management is balancing a tough Q4 with a solid 2025 outlook, which could support medium‑term recovery if volumes and margins improve. Builders FirstSource balances Q4 hit with solid 2025
• Neutral Sentiment: BMO trimmed its PT to $120 and kept a Market Perform rating, signaling limited near‑term upside from their view. BMO lowers PT to $120, Market Perform
• Neutral Sentiment: RBC and Bank of America-related notes reiterated Hold/Hold-like stances (RBC hold; BofA hold with $123 PT), reflecting a mixed/valuations-driven view rather than outright bullishness. RBC Hold on BLDR BofA reiterates Hold
• Negative Sentiment: Analyst downgrades/pessimistic notes from Stephens and Robert W. Baird raise downside risk in the near term by lowering investor expectations for revenue/earnings recovery. Stephens issues pessimistic forecast Robert W. Baird lowers expectations
• Negative Sentiment: Q4 coverage and the earnings call highlight declining volumes and cost controls as defining the quarter — the operational weakness and revenue miss are the clearest near‑term negative drivers for the stock. Deep dive: declining volumes and cost controls Q4 earnings call transcript

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.