Builders FirstSource, Inc. $BLDR Shares Bought by Sei Investments Co.

Posted by George Bondi on Jul 30th, 2026

Sei Investments Co. raised its holdings in Builders FirstSource, Inc. (NYSE:BLDR – Free Report) by 119.8% during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 213,397 shares of the company’s stock after purchasing an additional 116,327 shares during the period. Sei Investments Co.’s holdings in Builders FirstSource were worth $17,568,000 at the end of the most recent quarter.

Other large investors have also made changes to their positions in the company. Cromwell Holdings LLC lifted its position in shares of Builders FirstSource by 1,323.5% during the 4th quarter. Cromwell Holdings LLC now owns 242 shares of the company’s stock valued at $25,000 after buying an additional 225 shares in the last quarter. Caitong International Asset Management Co. Ltd lifted its holdings in Builders FirstSource by 167.1% during the third quarter. Caitong International Asset Management Co. Ltd now owns 211 shares of the company’s stock valued at $26,000 after purchasing an additional 132 shares in the last quarter. Root Financial Partners LLC grew its position in shares of Builders FirstSource by 43.6% in the first 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 grew its position in shares of Builders FirstSource by 90.2% in the fourth quarter. Transamerica Financial Advisors LLC now owns 369 shares of the company’s stock valued at $38,000 after purchasing an additional 175 shares during the period. Finally, CYBER HORNET ETFs LLC purchased a new stake in shares of Builders FirstSource during the second quarter worth about $38,000. 95.53% of the stock is owned by institutional investors and hedge funds.

Analysts Set New Price Targets

Several equities research analysts recently issued reports on the company. KeyCorp lowered their price objective on Builders FirstSource from $100.00 to $91.00 and set an “overweight” rating on the stock in a report on Monday, July 13th. DA Davidson set a $100.00 target price on shares of Builders FirstSource in a research note on Thursday, July 23rd. Stephens dropped their target price 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. Loop Capital reduced their target price on shares of Builders FirstSource from $140.00 to $110.00 in a research report on Friday, May 1st. Finally, Benchmark lowered their price target on shares of Builders FirstSource from $105.00 to $100.00 and set a “buy” rating on the stock in a research report on Thursday, July 23rd. 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 company. According to data from MarketBeat.com, the company has an average rating of “Hold” and an average target price of $99.97.

Read Our Latest Research Report on BLDR

Builders FirstSource Stock Down 8.1%

Shares of BLDR opened at $67.69 on Thursday. Builders FirstSource, Inc. has a 52-week low of $65.10 and a 52-week high of $151.03. The company has a quick ratio of 1.09, a current ratio of 1.76 and a debt-to-equity ratio of 1.15. The stock has a fifty day simple moving average of $77.23 and a two-hundred day simple moving average of $90.42. The company has a market capitalization of $7.28 billion, a PE ratio of 25.93, a price-to-earnings-growth ratio of 1.81 and a beta of 1.42.

Builders FirstSource (NYSE:BLDR – Get Free Report) last announced its quarterly earnings data on Thursday, April 30th. The company reported $0.27 earnings per share (EPS) 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 period in the prior year, the company posted $1.51 EPS. The company’s revenue for the quarter was down 10.1% compared to the same quarter last year. As a group, equities analysts forecast that Builders FirstSource, Inc. will post 4.16 EPS for the current year.

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