Builders FirstSource (NYSE:BLDR) Rating Increased to Hold at Wolfe Research

Posted by Brian Himes on May 15th, 2026

Builders FirstSource (NYSE:BLDR – Get Free Report) was upgraded by analysts at Wolfe Research to a “hold” rating in a research report issued to clients and investors on Thursday,Zacks.com reports.

BLDR has been the subject of several other reports. Jefferies Financial Group decreased their target price on Builders FirstSource from $85.00 to $80.00 and set a “hold” rating for the company in a research report on Monday, May 4th. Bank of America decreased their price target on shares of Builders FirstSource from $123.00 to $100.00 and set a “neutral” rating for the company in a report on Monday, April 20th. Benchmark decreased their price target on shares of Builders FirstSource from $138.00 to $105.00 and set a “buy” rating for the company in a report on Friday, May 1st. Weiss Ratings cut Builders FirstSource from a “hold (c-)” rating to a “sell (d+)” rating in a research note on Friday, March 20th. Finally, William Blair initiated coverage on Builders FirstSource in a research report on Thursday, February 26th. They issued an “outperform” rating for the company. Nine research analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and four have issued a Sell rating to the company. According to data from MarketBeat, the stock currently has an average rating of “Hold” and a consensus price target of $101.88.

Get Our Latest Report on BLDR

Builders FirstSource Stock Up 1.7%

Shares of Builders FirstSource stock opened at $73.54 on Thursday. The company has a quick ratio of 1.09, a current ratio of 1.76 and a debt-to-equity ratio of 1.15. Builders FirstSource has a 12 month low of $70.61 and a 12 month high of $151.03. The business has a fifty day simple moving average of $84.62 and a 200 day simple moving average of $102.06. The stock has a market cap of $7.91 billion, a PE ratio of 28.18, a price-to-earnings-growth ratio of 1.73 and a beta of 1.49.

Builders FirstSource (NYSE:BLDR – Get Free Report) last posted its earnings results on Thursday, April 30th. The company reported $0.27 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.39 by ($0.12). The company had revenue of $3.29 billion for the quarter, compared to analyst estimates of $3.17 billion. Builders FirstSource had a return on equity of 14.89% and a net margin of 1.97%.Builders FirstSource’s quarterly revenue was down 10.1% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $1.51 earnings per share. Research analysts predict that Builders FirstSource will post 4.26 EPS for the current year.

Builders FirstSource declared that its board has authorized a stock repurchase program on Thursday, April 30th that permits the company to buyback $500.00 million in shares. This buyback authorization permits the company to repurchase up to 5.4% of its shares through open market purchases. Shares buyback programs are usually a sign that the company’s board of directors believes its shares are undervalued.

Insiders Place Their Bets

In other news, Director Paul S. Levy purchased 50,000 shares of Builders FirstSource stock in a transaction on Friday, March 13th. The stock was purchased at an average price of $87.73 per share, with a total value of $4,386,500.00. Following the transaction, the director directly owned 1,727,191 shares in the company, valued at $151,526,466.43. The trade was a 2.98% increase in their position. The acquisition was disclosed in a document filed with the SEC, which can be accessed through this link. 2.70% of the stock is currently owned by company insiders.

Institutional Inflows and Outflows

Several large investors have recently added to or reduced their stakes in the business. State Street Corp boosted its holdings in Builders FirstSource by 2.3% during the fourth quarter. State Street Corp now owns 5,108,120 shares of the company’s stock worth $525,574,000 after purchasing an additional 115,857 shares during the last quarter. Capital International Investors acquired a new position in shares of Builders FirstSource during the 3rd quarter worth about $429,640,000. Wellington Management Group LLP boosted its position in Builders FirstSource by 2.3% during the fourth quarter. Wellington Management Group LLP now owns 3,316,797 shares of the company’s stock valued at $341,265,000 after purchasing an additional 73,835 shares during the last quarter. Dimensional Fund Advisors LP boosted its holdings in shares of Builders FirstSource by 12.3% in the 1st quarter. Dimensional Fund Advisors LP now owns 2,967,744 shares of the company’s stock valued at $244,301,000 after buying an additional 325,935 shares during the last quarter. Finally, Geode Capital Management LLC lifted its stake in Builders FirstSource by 0.5% in the fourth quarter. Geode Capital Management LLC now owns 2,817,958 shares of the company’s stock valued at $288,789,000 after acquiring an additional 14,420 shares during the last quarter. Institutional investors and hedge funds own 95.53% of the company’s stock.

Builders FirstSource Company Profile

(Get Free Report)

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.