TopBuild (NYSE:BLD) Price Target Raised to $433.00

TopBuild (NYSE:BLD) had its price target lifted by Royal Bank Of Canada from $410.00 to $433.00 in a report released on Friday,Benzinga reports. Royal Bank Of Canada currently has a sector perform rating on the construction company’s stock.

BLD has been the topic of a number of other reports. Wells Fargo & Company upped their price target on TopBuild from $540.00 to $600.00 and gave the stock an “overweight” rating in a research report on Wednesday, February 11th. Weiss Ratings upgraded TopBuild from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Thursday, February 5th. Jefferies Financial Group increased their price target on TopBuild from $518.00 to $536.00 and gave the company a “buy” rating in a research note on Monday, December 15th. Benchmark lowered their price target on TopBuild from $515.00 to $500.00 and set a “buy” rating for the company in a report on Friday. Finally, Evercore cut their price objective on shares of TopBuild from $449.00 to $448.00 and set an “in-line” rating on the stock in a report on Wednesday, November 5th. One equities research analyst has rated the stock with a Strong Buy rating, nine have assigned a Buy rating and six have assigned a Hold rating to the stock. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus price target of $439.26.

TopBuild Stock Performance

Shares of TopBuild stock opened at $447.69 on Friday. The company has a market capitalization of $12.60 billion, a PE ratio of 24.46, a P/E/G ratio of 7.24 and a beta of 1.72. The company has a 50-day simple moving average of $479.99 and a two-hundred day simple moving average of $444.42. TopBuild has a one year low of $266.26 and a one year high of $559.47. The company has a debt-to-equity ratio of 1.21, a quick ratio of 1.34 and a current ratio of 1.94.

TopBuild (NYSE:BLD) last issued its quarterly earnings data on Thursday, February 26th. The construction company reported $4.50 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $4.39 by $0.11. TopBuild had a net margin of 9.65% and a return on equity of 25.66%. The firm had revenue of $1.50 billion for the quarter, compared to the consensus estimate of $1.49 billion. During the same quarter in the previous year, the firm earned $5.13 EPS. The company’s quarterly revenue was up 13.2% compared to the same quarter last year. Research analysts expect that TopBuild will post 20.97 EPS for the current fiscal year.

Institutional Investors Weigh In On TopBuild

Institutional investors and hedge funds have recently modified their holdings of the company. Victory Capital Management Inc. increased its holdings in TopBuild by 464.5% in the 4th quarter. Victory Capital Management Inc. now owns 777,666 shares of the construction company’s stock worth $324,434,000 after buying an additional 639,915 shares during the period. Capital International Investors lifted its stake in TopBuild by 71.1% during the 4th quarter. Capital International Investors now owns 1,518,093 shares of the construction company’s stock valued at $633,346,000 after acquiring an additional 630,857 shares during the period. Boston Partners boosted its holdings in shares of TopBuild by 102.2% in the 2nd quarter. Boston Partners now owns 774,161 shares of the construction company’s stock valued at $250,872,000 after acquiring an additional 391,299 shares during the last quarter. Orion Porfolio Solutions LLC increased its stake in shares of TopBuild by 7,961.7% in the second quarter. Orion Porfolio Solutions LLC now owns 395,747 shares of the construction company’s stock worth $128,119,000 after acquiring an additional 390,838 shares during the period. Finally, Norges Bank purchased a new position in shares of TopBuild during the second quarter worth $110,238,000. Institutional investors and hedge funds own 95.67% of the company’s stock.

TopBuild News Roundup

Here are the key news stories impacting TopBuild this week:

• Positive Sentiment: Wells Fargo cut its price target from $600 to $525 but kept an Overweight rating, leaving material upside vs. the current price — shows continued analyst conviction despite the reset. Benzinga
• Positive Sentiment: Benchmark trimmed its target from $515 to $500 but maintained a Buy — another buy-side vote that implies double-digit upside from current levels. Benzinga
• Positive Sentiment: TopBuild returned $434.2M to shareholders via share repurchases in 2025 and has substantial remaining buyback capacity (~$753.9M), supporting EPS and signaling management confidence. TopBuild Q4 press release
• Positive Sentiment: Institutional buying: Aster Capital disclosed a new ~ $598k position in BLD, indicating some funds are adding exposure after the results. Aster Capital buys BLD
• Neutral Sentiment: RBC bumped its target modestly from $410 to $433 and left a Sector Perform rating — a mixed signal (slightly higher target but no upgrade). Benzinga
• Neutral Sentiment: Q4 results: revenue (~$1.49B) roughly in line with expectations and EPS of $4.50 beat consensus by $0.11, but EPS and net income were down versus a year ago — topline growth was acquisition-driven. Yahoo Finance: Q4 results
• Negative Sentiment: Profitability compression: reported operating and net margins declined (YoY net income and EPS down), driven by SG&A increases, acquisition-related costs and inventory step-ups that weighed on Specialty Distribution margins. Those margin hits are a key reason sentiment turned negative despite revenue growth. TopBuild Q4 press release
• Negative Sentiment: Higher leverage and interest costs: long-term debt rose materially after 2025 acquisitions and interest expense increased, raising financial risk and weighing on adjusted earnings expectations. This is amplifying investor caution. TopBuild Q4 press release
• Negative Sentiment: Insider selling: recent insider share sales (including by the CEO) have been reported, which can add to near-term downward pressure on the stock. Quiver / summary

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.