Aberdeen Group plc Decreases Stock Holdings in Builders FirstSource, Inc. $BLDR

Aberdeen Group plc reduced its stake in shares of Builders FirstSource, Inc. (NYSE:BLDR) by 18.1% during the 3rd quarter, HoldingsChannel reports. The institutional investor owned 69,030 shares of the company’s stock after selling 15,205 shares during the quarter. Aberdeen Group plc’s holdings in Builders FirstSource were worth $8,257,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors also recently modified their holdings of BLDR. TD Waterhouse Canada Inc. purchased a new position in Builders FirstSource in the 3rd quarter valued at approximately $34,000. CYBER HORNET ETFs LLC purchased a new stake in Builders FirstSource during the second quarter worth $38,000. MUFG Securities EMEA plc acquired a new stake in Builders FirstSource in the second quarter valued at $38,000. IMA Advisory Services Inc. increased its position in shares of Builders FirstSource by 40.9% in the third quarter. IMA Advisory Services Inc. now owns 355 shares of the company’s stock valued at $43,000 after buying an additional 103 shares in the last quarter. Finally, Migdal Insurance & Financial Holdings Ltd. acquired a new position in shares of Builders FirstSource during the 3rd quarter worth $44,000. 95.53% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

A number of equities research analysts recently commented on the stock. Royal Bank Of Canada reissued a “sector perform” rating and issued a $111.00 price objective on shares of Builders FirstSource in a research note on Friday, January 9th. Deutsche Bank Aktiengesellschaft reduced their price target on shares of Builders FirstSource from $134.00 to $131.00 and set a “hold” rating on the stock in a report on Monday, November 3rd. BMO Capital Markets dropped their price objective on shares of Builders FirstSource from $123.00 to $120.00 and set a “market perform” rating for the company in a research note on Friday. Wells Fargo & Company upped their target price on Builders FirstSource from $115.00 to $120.00 and gave the company a “cautious” rating in a research note on Wednesday, February 11th. Finally, Benchmark lowered their target price on Builders FirstSource from $142.00 to $138.00 and set a “buy” rating on the stock in a report on Friday. Eight research analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and three have given a Sell rating to the stock. According to MarketBeat.com, the stock currently has an average rating of “Hold” and an average target price of $129.02.

Builders FirstSource Stock Down 0.9%

Shares of NYSE:BLDR opened at $110.38 on Friday. The company has a current ratio of 1.86, a quick ratio of 1.15 and a debt-to-equity ratio of 1.02. The firm has a market cap of $12.21 billion, a price-to-earnings ratio of 28.45, a PEG ratio of 14.32 and a beta of 1.56. The stock’s 50-day moving average price is $114.70 and its two-hundred day moving average price is $120.26. Builders FirstSource, Inc. has a 12-month low of $94.35 and a 12-month high of $151.03.

Builders FirstSource (NYSE:BLDR) last announced its quarterly earnings data on Tuesday, February 17th. The company reported $1.12 earnings per share for the quarter, missing the consensus estimate of $1.30 by ($0.18). Builders FirstSource had a return on equity of 17.89% and a net margin of 2.87%.The company had revenue of $3.36 billion for the quarter, compared to analysts’ expectations of $3.46 billion. During the same quarter in the previous year, the company earned $2.31 earnings per share. The company’s revenue was down 12.1% on a year-over-year basis. On average, research analysts forecast that Builders FirstSource, Inc. will post 11.59 EPS for the current year.

Builders FirstSource News Roundup

Here are the key news stories impacting Builders FirstSource this week:

• Positive Sentiment: Benchmark cut its target but kept a Buy rating, leaving a sizable ~25% upside vs. the current share price, which supports upside potential if fundamentals stabilize. Benchmark keeps Buy, lowers PT to $138
• Positive Sentiment: Barclays lowered its PT to $124 but maintained an Overweight rating, implying continued analyst conviction that shares have mid‑teens upside if housing demand improves. Barclays lowers PT to $124, keeps Overweight
• Positive Sentiment: Company commentary/press coverage highlights that management is balancing a tough Q4 with a solid 2025 outlook, which could support medium‑term recovery if volumes and margins improve. Builders FirstSource balances Q4 hit with solid 2025
• Neutral Sentiment: BMO trimmed its PT to $120 and kept a Market Perform rating, signaling limited near‑term upside from their view. BMO lowers PT to $120, Market Perform
• Neutral Sentiment: RBC and Bank of America-related notes reiterated Hold/Hold-like stances (RBC hold; BofA hold with $123 PT), reflecting a mixed/valuations-driven view rather than outright bullishness. RBC Hold on BLDR BofA reiterates Hold
• Negative Sentiment: Analyst downgrades/pessimistic notes from Stephens and Robert W. Baird raise downside risk in the near term by lowering investor expectations for revenue/earnings recovery. Stephens issues pessimistic forecast Robert W. Baird lowers expectations
• Negative Sentiment: Q4 coverage and the earnings call highlight declining volumes and cost controls as defining the quarter — the operational weakness and revenue miss are the clearest near‑term negative drivers for the stock. Deep dive: declining volumes and cost controls Q4 earnings call transcript

Builders FirstSource Company Profile

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.