KBC Group NV Raises Stock Holdings in Builders FirstSource, Inc. $BLDR

Posted by Brian Himes on Jul 25th, 2026

KBC Group NV boosted its position in shares of Builders FirstSource, Inc. (NYSE:BLDR – Free Report) by 50.8% in the first quarter, according to the company in its most recent filing with the SEC. The firm owned 29,921 shares of the company’s stock after acquiring an additional 10,083 shares during the quarter. KBC Group NV’s holdings in Builders FirstSource were worth $2,464,000 at the end of the most recent reporting period.

Several other large investors have also added to or reduced their stakes in the company. Integrated Wealth Concepts LLC increased its holdings in shares of Builders FirstSource by 9.3% in the first quarter. Integrated Wealth Concepts LLC now owns 3,460 shares of the company’s stock valued at $432,000 after purchasing an additional 295 shares during the period. Woodline Partners LP raised its stake in shares of Builders FirstSource by 40.7% in the first quarter. Woodline Partners LP now owns 9,723 shares of the company’s stock worth $1,215,000 after purchasing an additional 2,812 shares during the last quarter. EverSource Wealth Advisors LLC lifted its holdings in shares of Builders FirstSource by 180.0% during the second 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. lifted its holdings in shares of Builders FirstSource by 230.7% during the second quarter. Baird Financial Group Inc. now owns 18,942 shares of the company’s stock worth $2,210,000 after purchasing an additional 13,215 shares during the period. Finally, Jump Financial LLC boosted its position in Builders FirstSource by 144.1% in the second quarter. Jump Financial LLC now owns 7,223 shares of the company’s stock valued at $843,000 after buying an additional 4,264 shares during the last quarter. Hedge funds and other institutional investors own 95.53% of the company’s stock.

Builders FirstSource Stock Up 3.3%

Shares of BLDR opened at $72.89 on Friday. The company has a market capitalization of $7.84 billion, a price-to-earnings ratio of 27.93, a PEG ratio of 1.68 and a beta of 1.42. Builders FirstSource, Inc. has a 52 week low of $65.10 and a 52 week high of $151.03. The stock’s 50-day moving average price is $77.11 and its 200-day moving average price is $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 announced its quarterly earnings results on Thursday, April 30th. The company reported $0.27 earnings per share for the quarter, missing the consensus estimate of $0.39 by ($0.12). The company had revenue of $3.29 billion for the quarter, compared to analysts’ expectations of $3.17 billion. Builders FirstSource had a net margin of 1.97% and a return on equity of 14.89%. The firm’s revenue was down 10.1% compared to the same quarter last year. During the same quarter in the prior year, the business posted $1.51 earnings per share. On average, sell-side analysts predict that Builders FirstSource, Inc. will post 4.29 EPS for the current year.

Builders FirstSource declared that its board has authorized a stock repurchase plan on Thursday, April 30th that permits the company to buyback $500.00 million in shares. This buyback authorization permits the company to repurchase up to 5.4% of its shares through open market purchases. Shares buyback plans are often an indication that the company’s board of directors believes its shares are undervalued.

Analysts Set New Price Targets

Several equities analysts recently weighed in on BLDR shares. Barclays cut their price target on shares of Builders FirstSource from $114.00 to $93.00 and set an “overweight” rating on the stock in a report on Friday, May 1st. Stifel Nicolaus decreased their price objective on shares of Builders FirstSource from $76.00 to $70.00 and set a “hold” rating for the company in a research note on Thursday. Stephens dropped their price objective on shares of Builders FirstSource from $125.00 to $100.00 and set an “equal weight” rating on the stock in a report on Monday, April 27th. KeyCorp cut their price objective on shares of Builders FirstSource from $100.00 to $91.00 and set an “overweight” rating on the stock in a research note on Monday, July 13th. Finally, Robert W. Baird reduced their target price on shares of Builders FirstSource from $125.00 to $95.00 in a report on Friday, May 1st. Nine investment analysts have rated the stock with a Buy rating, twelve have assigned a Hold rating and two have issued a Sell rating to the company. According to MarketBeat, the company presently has an average rating of “Hold” and an average price target of $100.35.

Read Our Latest Stock Analysis on BLDR

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.