Bank of New York Mellon Corp Sells 143,330 Shares of Builders FirstSource, Inc. $BLDR

Posted by George Bondi on Jul 25th, 2026

Bank of New York Mellon Corp cut its holdings in Builders FirstSource, Inc. (NYSE:BLDR – Free Report) by 21.1% in the 1st quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 537,427 shares of the company’s stock after selling 143,330 shares during the period. Bank of New York Mellon Corp’s holdings in Builders FirstSource were worth $44,246,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors also recently modified their holdings of the company. Cromwell Holdings LLC increased its stake in Builders FirstSource by 1,323.5% in the 4th quarter. Cromwell Holdings LLC now owns 242 shares of the company’s stock worth $25,000 after purchasing an additional 225 shares during the period. Caitong International Asset Management Co. Ltd boosted its holdings in shares of Builders FirstSource by 167.1% during the third quarter. Caitong International Asset Management Co. Ltd now owns 211 shares of the company’s stock worth $26,000 after purchasing an additional 132 shares during the period. Root Financial Partners LLC increased its position in Builders FirstSource by 43.6% during the 1st quarter. Root Financial Partners LLC now owns 372 shares of the company’s stock valued at $31,000 after purchasing an additional 113 shares during the period. Transamerica Financial Advisors LLC raised its position in shares of Builders FirstSource by 90.2% in the 4th quarter. Transamerica Financial Advisors LLC now owns 369 shares of the company’s stock worth $38,000 after acquiring an additional 175 shares in the last quarter. Finally, CYBER HORNET ETFs LLC bought a new stake in Builders FirstSource during the second quarter worth about $38,000. Institutional investors own 95.53% of the company’s stock.

Wall Street Analysts Forecast Growth

BLDR has been the topic of several analyst reports. UBS Group dropped their target price on shares of Builders FirstSource from $143.00 to $122.00 and set a “buy” rating on the stock in a research note on Friday, May 1st. Truist Financial reduced their price objective on Builders FirstSource from $145.00 to $115.00 and set a “buy” rating for the company in a research note on Thursday, April 30th. DA Davidson set a $100.00 target price on Builders FirstSource in a research report on Thursday. Deutsche Bank Aktiengesellschaft cut their price target on Builders FirstSource from $102.00 to $81.00 and set a “hold” rating for the company in a report on Monday, May 4th. Finally, Wolfe Research upgraded Builders FirstSource to a “hold” rating in a research report on Thursday, May 14th. Nine investment analysts have rated the stock with a Buy rating, twelve have issued a Hold rating and two have given a Sell rating to the company’s stock. Based on data from MarketBeat, the company currently has a consensus rating of “Hold” and a consensus price target of $100.35.

Check Out Our Latest Stock Report on Builders FirstSource

Builders FirstSource Price Performance

BLDR stock opened at $72.89 on Friday. Builders FirstSource, Inc. has a 52 week low of $65.10 and a 52 week high of $151.03. The firm has a market capitalization of $7.84 billion, a P/E ratio of 27.93, a price-to-earnings-growth ratio of 1.68 and a beta of 1.42. The company has a fifty day simple moving average of $77.11 and a two-hundred day simple moving average of $91.34. 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 (NYSE:BLDR – Get Free Report) last posted its earnings results 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). Builders FirstSource had a return on equity of 14.89% and a net margin of 1.97%.The business had revenue of $3.29 billion during the quarter, compared to the consensus estimate of $3.17 billion. During the same quarter last year, the firm earned $1.51 earnings per share. The business’s quarterly revenue was down 10.1% on a year-over-year basis. Analysts anticipate that Builders FirstSource, Inc. will post 4.29 earnings per share for the current fiscal year.

Builders FirstSource announced that its board has authorized a stock repurchase 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 usually an indication that the company’s management 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.