Bessemer Group Inc. Has $51.55 Million Stake in Builders FirstSource, Inc. $BLDR

Posted by Stanley Muller on May 16th, 2026

Bessemer Group Inc. increased its holdings in shares of Builders FirstSource, Inc. (NYSE:BLDR – Free Report) by 8.5% in the 4th quarter, HoldingsChannel.com reports. The firm owned 501,019 shares of the company’s stock after acquiring an additional 39,085 shares during the period. Bessemer Group Inc.’s holdings in Builders FirstSource were worth $51,550,000 as of its most recent SEC filing.

Other large investors have also added to or reduced their stakes in the company. State Street Corp raised its position in Builders FirstSource by 0.6% during the second quarter. State Street Corp now owns 5,026,553 shares of the company’s stock worth $586,548,000 after acquiring an additional 29,443 shares in the last quarter. Capital International Investors bought a new stake in Builders FirstSource during the third quarter worth $429,640,000. Sands Capital Management LLC raised its position in Builders FirstSource by 139.1% during the third quarter. Sands Capital Management LLC now owns 2,430,902 shares of the company’s stock worth $294,747,000 after acquiring an additional 1,414,129 shares in the last quarter. Victory Capital Management Inc. raised its position in Builders FirstSource by 235.1% during the third quarter. Victory Capital Management Inc. now owns 1,893,483 shares of the company’s stock worth $229,585,000 after acquiring an additional 1,328,363 shares in the last quarter. Finally, Franklin Resources Inc. raised its position in Builders FirstSource by 2,498.8% during the third quarter. Franklin Resources Inc. now owns 1,854,525 shares of the company’s stock worth $224,861,000 after acquiring an additional 1,783,164 shares in the last quarter. Institutional investors and hedge funds own 95.53% of the company’s stock.

Insider Buying and Selling at Builders FirstSource

In related news, Director Paul S. Levy acquired 50,000 shares of the company’s stock in a transaction dated Friday, March 13th. The shares were bought at an average cost of $87.73 per share, with a total value of $4,386,500.00. Following the completion of the transaction, the director directly owned 1,727,191 shares of the company’s stock, valued at $151,526,466.43. This trade represents a 2.98% increase in their ownership of the stock. The acquisition was disclosed in a filing with the SEC, which is accessible through the SEC website. 2.70% of the stock is owned by insiders.

Analyst Ratings Changes

Several analysts have issued reports on BLDR shares. Robert W. Baird dropped their price target on shares of Builders FirstSource from $125.00 to $95.00 in a research report on Friday, May 1st. Bank of America dropped their price target on shares of Builders FirstSource from $123.00 to $100.00 and set a “neutral” rating on the stock in a research report on Monday, April 20th. Barclays dropped their price target on shares of Builders FirstSource from $114.00 to $93.00 and set an “overweight” rating on the stock in a research report on Friday, May 1st. UBS Group dropped their price target on shares of Builders FirstSource from $143.00 to $122.00 and set a “buy” rating on the stock in a research report on Friday, May 1st. Finally, BMO Capital Markets dropped their price target on shares of Builders FirstSource from $100.00 to $93.00 and set a “market perform” rating on the stock in a research report on Monday, May 4th. Nine research analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and four have assigned a Sell rating to the company’s stock. According to MarketBeat, the company currently has an average rating of “Hold” and an average price target of $101.88.

Check Out Our Latest Analysis on BLDR

Builders FirstSource Price Performance

Shares of BLDR opened at $70.24 on Friday. The firm has a market capitalization of $7.55 billion, a PE ratio of 26.91, a PEG ratio of 1.76 and a beta of 1.49. The company’s 50-day moving average is $84.10 and its 200-day moving average is $101.84. Builders FirstSource, Inc. has a fifty-two week low of $69.86 and a fifty-two week high of $151.03. The company has a debt-to-equity ratio of 1.15, a current ratio of 1.76 and a quick ratio of 1.09.

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

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

About Builders FirstSource

(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.