Moore Capital Management LP Trims Stake in Builders FirstSource, Inc. $BLDR

Posted by Stanley Muller on Aug 31st, 2026

Moore Capital Management LP lowered its holdings in Builders FirstSource, Inc. (NYSE:BLDR – Free Report) by 42.4% during the 2nd quarter, HoldingsChannel.com reports. The fund owned 139,385 shares of the company’s stock after selling 102,408 shares during the quarter. Moore Capital Management LP’s holdings in Builders FirstSource were worth $12,472,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors also recently modified their holdings of the business. Caitong International Asset Management Co. Ltd grew its position in Builders FirstSource by 167.1% in the third quarter. Caitong International Asset Management Co. Ltd now owns 211 shares of the company’s stock worth $26,000 after acquiring an additional 132 shares in the last quarter. Sunbelt Securities Inc. boosted its holdings in shares of Builders FirstSource by 508.5% in the 1st quarter. Sunbelt Securities Inc. now owns 359 shares of the company’s stock worth $30,000 after purchasing an additional 300 shares in the last quarter. Root Financial Partners LLC increased its position in shares of Builders FirstSource by 43.6% during the 1st 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 last quarter. Transamerica Financial Advisors LLC raised its holdings in shares of Builders FirstSource by 90.2% during the 4th quarter. Transamerica Financial Advisors LLC now owns 369 shares of the company’s stock valued at $38,000 after buying an additional 175 shares in the last quarter. Finally, CYBER HORNET ETFs LLC bought a new stake in Builders FirstSource in the 2nd quarter worth approximately $38,000. Hedge funds and other institutional investors own 95.53% of the company’s stock.

Analyst Upgrades and Downgrades

A number of brokerages recently commented on BLDR. Oppenheimer decreased their target price on shares of Builders FirstSource from $110.00 to $90.00 and set an “outperform” rating on the stock in a research report on Friday, July 31st. Citizens Jmp began coverage on Builders FirstSource in a report on Friday, August 21st. They set a “market perform” rating for the company. KeyCorp decreased their price target on Builders FirstSource from $100.00 to $91.00 and set an “overweight” rating on the stock in a research note on Monday, July 13th. Zacks Research downgraded Builders FirstSource from a “hold” rating to a “strong sell” rating in a research report on Monday, August 3rd. Finally, Wells Fargo & Company decreased their price objective on shares of Builders FirstSource from $85.00 to $65.00 and set an “equal weight” rating for the company in a report on Friday, July 31st. Nine research analysts have rated the stock with a Buy rating, thirteen have assigned a Hold rating and three have given a Sell rating to the company’s stock. According to data from MarketBeat, Builders FirstSource currently has a consensus rating of “Hold” and a consensus price target of $90.35.

Check Out Our Latest Report on BLDR

Builders FirstSource Price Performance

Shares of NYSE:BLDR opened at $67.74 on Monday. The business has a fifty day moving average price of $74.96 and a 200-day moving average price of $82.50. The company has a debt-to-equity ratio of 1.14, a current ratio of 1.79 and a quick ratio of 1.09. The company has a market capitalization of $7.29 billion, a PE ratio of 74.44, a PEG ratio of 2.20 and a beta of 1.44. 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 announced its quarterly earnings data on Thursday, July 30th. The company reported $1.17 EPS for the quarter, missing the consensus estimate of $1.25 by ($0.08). The firm had revenue of $3.86 billion for the quarter, compared to analysts’ expectations of $3.91 billion. Builders FirstSource had a net margin of 0.71% and a return on equity of 11.73%. The business’s revenue for the quarter was down 8.8% compared to the same quarter last year. During the same period last year, the company posted $2.38 earnings per share. As a group, equities analysts expect that Builders FirstSource, Inc. will post 3.15 EPS for the current fiscal year.

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.