Janus Henderson Group PLC Trims Stock Holdings in Builders FirstSource, Inc. $BLDR

Posted by George Bondi on Aug 2nd, 2026

Janus Henderson Group PLC trimmed its holdings in Builders FirstSource, Inc. (NYSE:BLDR – Free Report) by 6.0% in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 688,745 shares of the company’s stock after selling 44,111 shares during the period. Janus Henderson Group PLC’s holdings in Builders FirstSource were worth $56,704,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. Integrated Wealth Concepts LLC increased its holdings in Builders FirstSource by 9.3% during the 1st quarter. Integrated Wealth Concepts LLC now owns 3,460 shares of the company’s stock worth $432,000 after acquiring an additional 295 shares during the period. Woodline Partners LP grew its position in Builders FirstSource by 40.7% during the first quarter. Woodline Partners LP now owns 9,723 shares of the company’s stock valued at $1,215,000 after acquiring an additional 2,812 shares during the last quarter. EverSource Wealth Advisors LLC raised its position in Builders FirstSource by 180.0% in the 2nd quarter. EverSource Wealth Advisors LLC now owns 1,582 shares of the company’s stock worth $185,000 after purchasing an additional 1,017 shares during the period. Baird Financial Group Inc. increased its holdings in shares of Builders FirstSource by 230.7% in the second quarter. Baird Financial Group Inc. now owns 18,942 shares of the company’s stock worth $2,210,000 after buying an additional 13,215 shares during the period. Finally, Jump Financial LLC increased its stake in Builders FirstSource by 144.1% in the 2nd quarter. Jump Financial LLC now owns 7,223 shares of the company’s stock worth $843,000 after purchasing an additional 4,264 shares during the period. 95.53% of the stock is currently owned by institutional investors.

Analyst Ratings Changes

A number of equities analysts have issued reports on the stock. Weiss Ratings cut shares of Builders FirstSource from a “sell (d+)” rating to a “sell (d)” rating in a research report on Tuesday, July 21st. KeyCorp decreased their price objective on Builders FirstSource from $100.00 to $91.00 and set an “overweight” rating for the company in a report on Monday, July 13th. Zacks Research upgraded shares of Builders FirstSource from a “strong sell” rating to a “hold” rating in a report on Friday, July 3rd. Bank of America lowered their price target on Builders FirstSource from $123.00 to $100.00 and set a “neutral” rating for the company in a research report on Monday, April 20th. Finally, Stephens decreased their price objective on shares of Builders FirstSource from $125.00 to $100.00 and set an “equal weight” rating for the company in a report on Monday, April 27th. Nine investment analysts have rated the stock with a Buy rating, twelve have given a Hold rating and two have given a Sell rating to the stock. According to MarketBeat, the company currently has an average rating of “Hold” and an average price target of $90.59.

Check Out Our Latest Stock Report on BLDR

Builders FirstSource Price Performance

Shares of NYSE:BLDR opened at $66.44 on Friday. The company has a quick ratio of 1.09, a current ratio of 1.79 and a debt-to-equity ratio of 1.14. Builders FirstSource, Inc. has a twelve month low of $65.10 and a twelve month high of $151.03. The stock has a market capitalization of $7.15 billion, a PE ratio of 73.01, a price-to-earnings-growth ratio of 1.63 and a beta of 1.42. The firm’s 50 day moving average price is $76.92 and its 200-day moving average price is $89.84.

Builders FirstSource (NYSE:BLDR – Get Free Report) last issued its quarterly earnings results on Thursday, July 30th. The company reported $1.17 earnings per share for the quarter, missing the consensus estimate of $1.25 by ($0.08). The business had revenue of $3.86 billion for the quarter, compared to analysts’ expectations of $3.91 billion. Builders FirstSource had a return on equity of 11.73% and a net margin of 0.71%.The company’s revenue was down 8.8% compared to the same quarter last year. During the same quarter in the prior year, the business earned $2.38 EPS. Equities research analysts expect that Builders FirstSource, Inc. will post 4.13 EPS for the current year.

Builders FirstSource declared that its Board of Directors has approved a stock buyback plan on Thursday, April 30th that allows the company to repurchase $500.00 million in outstanding shares. This repurchase authorization allows the company to purchase up to 5.4% of its stock through open market purchases. Stock repurchase plans are usually a sign that the company’s leadership believes its shares are undervalued.

Key Builders FirstSource News

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

Positive Sentiment: Analysts continue to maintain constructive ratings despite lowering their targets. Truist kept a “buy” rating with a $90 target, while Royal Bank of Canada and Oppenheimer retained “outperform” ratings with $88 and $90 targets, respectively—implying roughly 32%–36% upside from the referenced price. Analyst price target updates
Neutral Sentiment: The analyst actions were mixed but broadly cautious: RBC, Oppenheimer, and Truist each reduced their price targets, while Wells Fargo cut its target to $65 and moved to an “equal weight” rating. The lower targets suggest expectations for slower recovery, even though some firms still view the current valuation as attractive. Wells Fargo analyst update
Negative Sentiment: Second-quarter adjusted earnings of $1.17 per share missed the $1.25 consensus estimate and fell sharply from $2.38 a year earlier. Revenue declined 8.8% year over year to $3.86 billion, below the $3.91 billion estimate, indicating weaker demand and reduced operating leverage. Q2 earnings and revenue miss
Negative Sentiment: Builders FirstSource issued fiscal 2026 revenue guidance of $14.0 billion to $14.8 billion, with the upper end only matching consensus expectations. Commentary around weaker housing demand and a lower outlook is adding to concerns about near-term growth and profitability. Q2 outlook and housing-demand concerns

Builders FirstSource Profile

(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.