Genus Capital Management Inc. Buys 1,372 Shares of TopBuild Corp. $BLD

Genus Capital Management Inc. raised its stake in shares of TopBuild Corp. (NYSE:BLD) by 13.1% in the 4th quarter, according to its most recent disclosure with the SEC. The firm owned 11,837 shares of the construction company’s stock after purchasing an additional 1,372 shares during the period. Genus Capital Management Inc.’s holdings in TopBuild were worth $4,938,000 as of its most recent SEC filing.

Several other hedge funds have also bought and sold shares of BLD. Advisory Services Network LLC bought a new stake in TopBuild during the third quarter valued at about $27,000. Global Retirement Partners LLC grew its holdings in TopBuild by 310.5% during the fourth quarter. Global Retirement Partners LLC now owns 78 shares of the construction company’s stock valued at $33,000 after purchasing an additional 59 shares during the period. Root Financial Partners LLC bought a new stake in TopBuild during the third quarter valued at about $34,000. First Horizon Corp grew its holdings in TopBuild by 138.9% during the fourth quarter. First Horizon Corp now owns 86 shares of the construction company’s stock valued at $36,000 after purchasing an additional 50 shares during the period. Finally, V Square Quantitative Management LLC bought a new stake in TopBuild during the fourth quarter valued at about $43,000. Institutional investors own 95.67% of the company’s stock.

TopBuild Price Performance

Shares of TopBuild stock opened at $408.09 on Monday. TopBuild Corp. has a 12 month low of $273.87 and a 12 month high of $559.47. The company has a current ratio of 2.00, a quick ratio of 1.41 and a debt-to-equity ratio of 1.16. The stock has a 50 day moving average of $396.39 and a 200 day moving average of $434.49. The firm has a market cap of $11.48 billion, a PE ratio of 22.93, a PEG ratio of 4.75 and a beta of 1.85.

TopBuild (NYSE:BLD) last issued its quarterly earnings data on Tuesday, May 5th. The construction company reported $3.75 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $3.64 by $0.11. TopBuild had a return on equity of 23.53% and a net margin of 8.95%.The business had revenue of $1.45 billion for the quarter, compared to the consensus estimate of $1.41 billion. During the same period in the prior year, the business posted $4.63 earnings per share. The company’s quarterly revenue was up 17.2% compared to the same quarter last year. On average, research analysts expect that TopBuild Corp. will post 18.15 EPS for the current fiscal year.

Key TopBuild News

Here are the key news stories impacting TopBuild this week:

• Positive Sentiment: Zacks Research raised its Q4 2026 EPS estimate for TopBuild to $4.36 from $4.34, a modest increase that points to slightly better earnings expectations.
• Positive Sentiment: The firm also lifted its FY2026 EPS estimate to $18.16 from $18.09, slightly above the current consensus of $18.14, suggesting expectations remain stable to improving.
• Positive Sentiment: Longer-term outlook improved for some periods, including Q1 2028 EPS being raised to $5.18 from $5.03 and FY2027 being projected at $19.61, which may support confidence in TopBuild’s earnings trajectory.
• Neutral Sentiment: Zacks Research maintained a Hold rating on TopBuild, indicating the brokerage is not signaling a strong buy or sell thesis.
• Negative Sentiment: The analyst also reduced several estimates, including Q2 2026 EPS to $4.75 from $4.76, Q3 2026 to $5.30 from $5.37, Q1 2027 to $4.29 from $4.32, Q2 2027 to $5.12 from $5.14, Q3 2027 to $5.36 from $5.39, Q4 2027 to $4.84 from $5.02, and FY2028 to $22.05 from $22.10, which may have weighed on the stock.

Analyst Ratings Changes

Several research firms have issued reports on BLD. JPMorgan Chase & Co. reissued a “neutral” rating and set a $496.00 price target (up from $487.00) on shares of TopBuild in a report on Tuesday, April 21st. Loop Capital lowered TopBuild from a “buy” rating to a “hold” rating and set a $485.00 price objective for the company. in a research note on Wednesday, May 6th. UBS Group set a $440.00 price objective on TopBuild in a research note on Wednesday, May 6th. Benchmark dropped their price objective on TopBuild from $515.00 to $500.00 and set a “buy” rating for the company in a research note on Friday, February 27th. Finally, Weiss Ratings lowered TopBuild from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Friday, February 27th. One equities research analyst has rated the stock with a Strong Buy rating, five have given a Buy rating and nine have given a Hold rating to the company. Based on data from MarketBeat.com, the company has a consensus rating of “Hold” and a consensus price target of $466.77.

About TopBuild

TopBuild Corp. (NYSE: BLD) is a leading installer and distributor of insulation and building material products serving primarily the U.S. construction market. Headquartered in Daytona Beach, Florida, the company was formed in 2011 as a spin-off from ABF Freight System and has since grown through a combination of organic expansion and targeted acquisitions. TopBuild’s core mission is to enhance energy efficiency and comfort in new residential and light commercial construction projects by providing comprehensive insulation solutions and related services.

The company operates through two main segments.