Builders FirstSource, Inc. $BLDR Shares Newly Acquired by Joel Isaacson & Co. LLC

Posted by Francis Steltz on Nov 12th, 2026

Joel Isaacson & Co. LLC purchased a new position in Builders FirstSource, Inc. (NYSE:BLDR – Free Report) during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm purchased 59,048 shares of the company’s stock, valued at approximately $3,366,000. Joel Isaacson & Co. LLC owned 0.05% of Builders FirstSource at the end of the most recent reporting period.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in the stock. BlackRock Inc. purchased a new stake in Builders FirstSource in the 2nd quarter valued at about $700,934,000. Pictet Asset Management Holding SA grew its stake in Builders FirstSource by 16.1% in the 3rd quarter. Pictet Asset Management Holding SA now owns 4,414,163 shares of the company’s stock worth $251,651,000 after acquiring an additional 613,087 shares in the last quarter. Dimensional Fund Advisors LP grew its stake in Builders FirstSource by 12.3% in the 1st quarter. Dimensional Fund Advisors LP now owns 2,967,744 shares of the company’s stock worth $244,301,000 after acquiring an additional 325,935 shares in the last quarter. M&G PLC purchased a new position in shares of Builders FirstSource during the third quarter worth approximately $226,250,000. Finally, Diamond Hill Capital Management LLC Investment Advisor purchased a new position in shares of Builders FirstSource during the second quarter worth approximately $134,908,000. Institutional investors own 95.53% of the company’s stock.

Analyst Upgrades and Downgrades

Several analysts have recently weighed in on the stock. Loop Capital downgraded shares of Builders FirstSource from a “buy” rating to a “hold” rating and set a $62.00 price target for the company. in a research note on Monday, October 26th. Weiss Ratings reissued a “sell (d)” rating on shares of Builders FirstSource in a research note on Monday, October 19th. Benchmark dropped their price objective on Builders FirstSource from $105.00 to $100.00 and set a “buy” rating on the stock in a research note on Thursday, July 23rd. William Blair downgraded Builders FirstSource from an “outperform” rating to a “market perform” rating in a report on Thursday, October 22nd. Finally, Melius Research began coverage on Builders FirstSource in a research report on Tuesday, October 6th. They set a “sell” rating and a $52.00 target price for the company. Seven research analysts have rated the stock with a Buy rating, sixteen have given a Hold rating and two have assigned a Sell rating to the company. According to MarketBeat, the company presently has a consensus rating of “Hold” and a consensus price target of $75.55.

Read Our Latest Stock Analysis on Builders FirstSource

Builders FirstSource Stock Down 1.1%

NYSE:BLDR opened at $62.23 on Thursday. Builders FirstSource, Inc. has a 1-year low of $49.67 and a 1-year high of $131.50. The company has a 50-day moving average of $58.82 and a 200 day moving average of $78.30. The firm has a market cap of $6.70 billion, a PE ratio of 168.19, a price-to-earnings-growth ratio of 1.67 and a beta of 1.41. The company has a debt-to-equity ratio of 1.13, a current ratio of 1.85 and a quick ratio of 1.14.

Builders FirstSource (NYSE:BLDR – Get Free Report) last issued its earnings results on Thursday, October 29th. The company reported $1.51 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.06 by $0.45. The company had revenue of $3.85 billion for the quarter, compared to analysts’ expectations of $3.75 billion. Builders FirstSource had a net margin of 0.28% and a return on equity of 10.77%. The firm’s quarterly revenue was down 2.2% on a year-over-year basis. During the same period in the prior year, the business earned $1.88 EPS. As a group, research analysts anticipate that Builders FirstSource, Inc. will post 3.85 EPS for the current fiscal year.

About Builders FirstSource

(Free Report)

Builders FirstSource, Inc. supplies building materials and construction services to professional homebuilders, remodelers and contractors in the United States. The company serves customers through a network of locations across the country. Its offerings include lumber, windows, doors, roofing and other building products, as well as manufactured components such as roof and floor trusses, wall panels and stairs. Builders FirstSource also provides services including design support, component manufacturing and jobsite delivery.