Builders FirstSource, Inc. $BLDR Position Boosted by Fiera Capital Corp

Fiera Capital Corp boosted its position in Builders FirstSource, Inc. (NYSE:BLDR) by 12.8% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 480,609 shares of the company’s stock after buying an additional 54,487 shares during the quarter. Fiera Capital Corp owned approximately 0.43% of Builders FirstSource worth $58,274,000 at the end of the most recent quarter.

Other large investors also recently bought and sold shares of the company. State Street Corp increased its holdings in shares of Builders FirstSource by 0.6% in the 2nd quarter. State Street Corp now owns 5,026,553 shares of the company’s stock valued at $586,548,000 after acquiring an additional 29,443 shares during the last quarter. Brave Warrior Advisors LLC increased its stake in Builders FirstSource by 47.2% during the second quarter. Brave Warrior Advisors LLC now owns 1,827,261 shares of the company’s stock valued at $213,223,000 after purchasing an additional 585,683 shares during the last quarter. Massachusetts Financial Services Co. MA raised its holdings in shares of Builders FirstSource by 5.0% during the second quarter. Massachusetts Financial Services Co. MA now owns 1,556,151 shares of the company’s stock worth $181,587,000 after purchasing an additional 74,681 shares during the period. Norges Bank bought a new position in shares of Builders FirstSource in the 2nd quarter worth about $147,994,000. Finally, Charles Schwab Investment Management Inc. boosted its holdings in shares of Builders FirstSource by 1.6% in the 2nd quarter. Charles Schwab Investment Management Inc. now owns 924,296 shares of the company’s stock valued at $107,856,000 after buying an additional 14,430 shares during the period. Institutional investors own 95.53% of the company’s stock.

Builders FirstSource Price Performance

NYSE BLDR opened at $111.23 on Friday. Builders FirstSource, Inc. has a 12 month low of $94.35 and a 12 month high of $151.03. The firm has a market capitalization of $12.30 billion, a PE ratio of 28.67, a P/E/G ratio of 14.26 and a beta of 1.56. The company’s 50 day simple moving average is $114.66 and its 200 day simple moving average is $120.39. The company has a debt-to-equity ratio of 1.02, a current ratio of 1.86 and a quick ratio of 1.15.

Builders FirstSource (NYSE:BLDR) last issued its quarterly earnings results on Tuesday, February 17th. The company reported $1.12 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $1.30 by ($0.18). Builders FirstSource had a net margin of 2.87% and a return on equity of 17.89%. The firm had revenue of $3.36 billion for the quarter, compared to the consensus estimate of $3.46 billion. During the same period in the previous year, the business posted $2.31 earnings per share. The business’s revenue for the quarter was down 12.1% compared to the same quarter last year. As a group, equities research analysts forecast that Builders FirstSource, Inc. will post 11.59 EPS for the current fiscal year.

Wall Street Analyst Weigh In

Several research firms recently weighed in on BLDR. Zacks Research upgraded shares of Builders FirstSource from a “strong sell” rating to a “hold” rating in a research note on Wednesday, November 5th. DA Davidson cut their price target on Builders FirstSource from $115.00 to $111.00 and set a “neutral” rating on the stock in a report on Monday, February 2nd. Benchmark boosted their price objective on Builders FirstSource from $138.00 to $142.00 and gave the company a “buy” rating in a research report on Friday, October 31st. Loop Capital dropped their target price on Builders FirstSource from $145.00 to $140.00 in a research report on Friday, October 31st. Finally, The Goldman Sachs Group reduced their price target on shares of Builders FirstSource from $150.00 to $142.00 and set a “buy” rating for the company in a report on Wednesday. Nine investment analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and three have given a Sell rating to the company. According to MarketBeat.com, Builders FirstSource currently has an average rating of “Hold” and a consensus target price of $132.52.

Key Stories Impacting Builders FirstSource

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

• Positive Sentiment: Management framed Q4 as a near‑term setback but presented a “solid” 2025 outlook and guidance that suggests recovery in margins and revenue growth beyond the quarter, which provides a constructive forward catalyst. Read More.
• Positive Sentiment: Earnings‑call detail: management emphasized cost controls and operational levers to protect margins (actions investors look to as evidence the company can stabilize profitability while volumes normalize). Read More.
• Neutral Sentiment: Bank of America (Rafe Jadrosich) reiterated a Hold rating with a $123 price target — a signal of cautious sentiment from a major desk but not an outright downgrade. Read More.
• Neutral Sentiment: Goldman Sachs trimmed its price target from $150 to $142 but kept a Buy — the cut reduces upside expectations while still signaling conviction in the longer‑term thesis. Read More.
• Negative Sentiment: Q4 results missed consensus: EPS and revenue both fell short and volumes declined year‑over‑year — the core demand metrics disappointed, which is the primary reason for near‑term selling pressure. Read More.
• Negative Sentiment: Several analysts lowered price targets (Stephens to $125; Robert W. Baird to $125) or trimmed upside — these cuts compress the street’s upside and amplify short‑term downside risk following the miss. Read More. Read More.

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.