Whittier Trust Co. Decreases Stock Holdings in Builders FirstSource, Inc. $BLDR

Posted by Francis Steltz on Jul 7th, 2026

Whittier Trust Co. lessened its holdings in Builders FirstSource, Inc. (NYSE:BLDR – Free Report) by 25.1% during the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 82,883 shares of the company’s stock after selling 27,797 shares during the quarter. Whittier Trust Co. owned approximately 0.07% of Builders FirstSource worth $6,801,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors also recently bought and sold shares of BLDR. State Street Corp boosted its position in shares of Builders FirstSource by 2.3% during the 4th quarter. State Street Corp now owns 5,108,120 shares of the company’s stock worth $525,574,000 after acquiring an additional 115,857 shares in the last quarter. Capital International Investors acquired a new stake in shares of Builders FirstSource during the 3rd quarter worth about $429,640,000. Wellington Management Group LLP raised its position in shares of Builders FirstSource by 2.3% during the 4th quarter. Wellington Management Group LLP now owns 3,316,797 shares of the company’s stock worth $341,265,000 after acquiring an additional 73,835 shares in the last quarter. Geode Capital Management LLC lifted its stake in Builders FirstSource by 0.5% during the fourth quarter. Geode Capital Management LLC now owns 2,817,958 shares of the company’s stock worth $288,789,000 after purchasing an additional 14,420 shares during the last quarter. Finally, Sands Capital Management LLC lifted its stake in Builders FirstSource by 13.5% during the fourth quarter. Sands Capital Management LLC now owns 2,757,969 shares of the company’s stock worth $283,767,000 after purchasing an additional 327,067 shares during the last quarter. 95.53% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

Several equities analysts have commented on the stock. Jefferies Financial Group dropped their price target on shares of Builders FirstSource from $85.00 to $80.00 and set a “hold” rating on the stock in a research note on Monday, May 4th. Raymond James Financial reduced their price objective on shares of Builders FirstSource from $140.00 to $100.00 in a research report on Friday, May 1st. BMO Capital Markets lowered their target price on shares of Builders FirstSource from $100.00 to $93.00 and set a “market perform” rating for the company in a report on Monday, May 4th. DA Davidson dropped their target price on shares of Builders FirstSource from $111.00 to $84.00 and set a “neutral” rating on the stock in a research report on Friday, May 1st. Finally, KeyCorp cut their price target on shares of Builders FirstSource from $145.00 to $100.00 and set an “overweight” rating on the stock in a research note on Friday, May 1st. Nine investment analysts have rated the stock with a Buy rating, twelve have issued a Hold rating and three have given a Sell rating to the stock. According to data from MarketBeat, the company presently has an average rating of “Hold” and an average target price of $101.88.

Get Our Latest Stock Analysis on Builders FirstSource

Builders FirstSource Stock Performance

NYSE:BLDR traded down $3.90 during mid-day trading on Tuesday, reaching $78.43. 454,403 shares of the stock were exchanged, compared to its average volume of 2,455,836. The company has a 50 day simple moving average of $78.48 and a 200-day simple moving average of $94.17. The stock has a market capitalization of $8.44 billion, a P/E ratio of 30.02, a P/E/G ratio of 2.03 and a beta of 1.42. 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, Inc. has a 1 year low of $65.10 and a 1 year high of $151.03.

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 analysts’ consensus estimates of $0.39 by ($0.12). Builders FirstSource had a net margin of 1.97% and a return on equity of 14.89%. The firm had revenue of $3.29 billion during the quarter, compared to analysts’ expectations of $3.17 billion. During the same quarter in the prior year, the firm posted $1.51 EPS. Builders FirstSource’s quarterly revenue was down 10.1% compared to the same quarter last year. Analysts anticipate that Builders FirstSource, Inc. will post 4.26 earnings per share for the current fiscal year.

Builders FirstSource announced that its board has approved a stock repurchase plan on Thursday, April 30th that allows the company to repurchase $500.00 million in shares. This repurchase authorization allows the company to reacquire up to 5.4% of its stock through open market purchases. Stock repurchase plans are generally an indication that the company’s board of directors believes its shares are undervalued.

Builders FirstSource Company 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.