Giverny Capital Inc. Purchases 4,500 Shares of Installed Building Products, Inc. $IBP

Posted by Brenda Bartman on Jun 14th, 2026

Giverny Capital Inc. increased its position in shares of Installed Building Products, Inc. (NYSE:IBP – Free Report) by 0.9% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 519,236 shares of the construction company’s stock after acquiring an additional 4,500 shares during the quarter. Installed Building Products makes up about 4.5% of Giverny Capital Inc.’s portfolio, making the stock its 9th biggest holding. Giverny Capital Inc. owned approximately 1.91% of Installed Building Products worth $134,685,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also recently modified their holdings of the company. First Trust Advisors LP boosted its position in shares of Installed Building Products by 0.3% during the 4th quarter. First Trust Advisors LP now owns 400,748 shares of the construction company’s stock valued at $103,950,000 after acquiring an additional 1,238 shares during the last quarter. Goldman Sachs Group Inc. boosted its stake in Installed Building Products by 52.7% during the fourth quarter. Goldman Sachs Group Inc. now owns 355,211 shares of the construction company’s stock worth $92,138,000 after buying an additional 122,561 shares during the period. Charles Schwab Investment Management Inc. boosted its stake in Installed Building Products by 1.6% during the fourth quarter. Charles Schwab Investment Management Inc. now owns 350,996 shares of the construction company’s stock worth $91,045,000 after buying an additional 5,384 shares during the period. TD Asset Management Inc boosted its stake in Installed Building Products by 16.4% during the fourth quarter. TD Asset Management Inc now owns 316,532 shares of the construction company’s stock worth $82,105,000 after buying an additional 44,594 shares during the period. Finally, Ameriprise Financial Inc. boosted its stake in Installed Building Products by 84.1% during the second quarter. Ameriprise Financial Inc. now owns 276,690 shares of the construction company’s stock worth $49,893,000 after buying an additional 126,435 shares during the period. Institutional investors and hedge funds own 99.61% of the company’s stock.

Analyst Ratings Changes

IBP has been the subject of several research analyst reports. Weiss Ratings lowered shares of Installed Building Products from a “hold (c+)” rating to a “hold (c)” rating in a research note on Thursday, May 21st. Wells Fargo & Company lowered their target price on shares of Installed Building Products from $285.00 to $250.00 and set an “equal weight” rating for the company in a research note on Friday, May 8th. Wall Street Zen lowered shares of Installed Building Products from a “buy” rating to a “hold” rating in a research note on Sunday, March 29th. Stephens lowered their target price on shares of Installed Building Products from $300.00 to $240.00 and set an “equal weight” rating for the company in a research note on Friday, May 8th. Finally, The Goldman Sachs Group lowered their target price on shares of Installed Building Products from $331.00 to $285.00 and set a “buy” rating for the company in a research note on Friday, May 8th. One equities research analyst has rated the stock with a Buy rating, twelve have issued a Hold rating and two have assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Reduce” and a consensus price target of $247.67.

Read Our Latest Stock Analysis on IBP

Insider Buying and Selling at Installed Building Products

In other Installed Building Products news, COO Brad A. Wheeler purchased 716 shares of Installed Building Products stock in a transaction dated Monday, May 11th. The shares were acquired at an average price of $209.13 per share, with a total value of $149,737.08. Following the completion of the transaction, the chief operating officer owned 14,988 shares of the company’s stock, valued at $3,134,440.44. This trade represents a 5.02% increase in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, Director Lawrence A. Hilsheimer purchased 475 shares of Installed Building Products stock in a transaction dated Monday, May 11th. The shares were acquired at an average cost of $206.22 per share, for a total transaction of $97,954.50. Following the transaction, the director directly owned 28,468 shares of the company’s stock, valued at approximately $5,870,670.96. This represents a 1.70% increase in their position. The disclosure for this purchase is available in the SEC filing. Insiders acquired a total of 4,046 shares of company stock worth $844,194 over the last ninety days. Company insiders own 13.80% of the company’s stock.

Installed Building Products Stock Down 0.2%

Shares of IBP opened at $207.09 on Friday. The stock has a market capitalization of $5.58 billion, a PE ratio of 22.08, a P/E/G ratio of 5.11 and a beta of 1.71. Installed Building Products, Inc. has a 1 year low of $162.56 and a 1 year high of $349.00. The company has a debt-to-equity ratio of 1.56, a quick ratio of 2.76 and a current ratio of 3.35. The company’s 50-day simple moving average is $245.65 and its 200-day simple moving average is $274.34.

Installed Building Products (NYSE:IBP – Get Free Report) last issued its quarterly earnings results on Thursday, May 7th. The construction company reported $1.79 earnings per share (EPS) for the quarter, missing the consensus estimate of $1.96 by ($0.17). The business had revenue of $660.50 million for the quarter, compared to analyst estimates of $668.92 million. Installed Building Products had a return on equity of 42.28% and a net margin of 8.65%.The firm’s revenue for the quarter was down 3.5% compared to the same quarter last year. During the same period in the prior year, the company posted $2.08 EPS. Analysts forecast that Installed Building Products, Inc. will post 9.62 earnings per share for the current fiscal year.

Installed Building Products Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, June 30th. Stockholders of record on Monday, June 15th will be given a dividend of $0.39 per share. This represents a $1.56 annualized dividend and a dividend yield of 0.8%. The ex-dividend date of this dividend is Monday, June 15th. Installed Building Products’s dividend payout ratio is currently 16.63%.

Installed Building Products Company Profile

(Free Report)

Installed Building Products, Inc (NYSE: IBP) is a leading national installer of specialty building products serving the U.S. residential construction market. The company partners with homebuilders and contractors to deliver a comprehensive range of interior and exterior finishing services, including insulation, drywall finishing, protective coatings and basement waterproofing systems. By offering a single-source solution, Installed Building Products helps streamline project coordination and ensures consistent service quality across multiple trades.

Founded in 1977 and headquartered in Columbus, Ohio, Installed Building Products has expanded from a regional insulation installer into a nationwide platform operating in nearly every state.