Aberdeen Group plc Reduces 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, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 69,030 shares of the company’s stock after selling 15,205 shares during the quarter. Aberdeen Group plc owned about 0.06% of Builders FirstSource worth $8,257,000 at the end of the most recent quarter.

Several other large investors also recently bought and sold shares of the stock. Integrated Wealth Concepts LLC increased its position in shares of Builders FirstSource by 9.3% during the first quarter. Integrated Wealth Concepts LLC now owns 3,460 shares of the company’s stock worth $432,000 after purchasing an additional 295 shares in the last quarter. Woodline Partners LP increased its position in Builders FirstSource by 40.7% during the first quarter. Woodline Partners LP now owns 9,723 shares of the company’s stock worth $1,215,000 after buying an additional 2,812 shares during the period. Nordea Investment Management AB increased its position in Builders FirstSource by 7.6% during the second quarter. Nordea Investment Management AB now owns 11,541 shares of the company’s stock worth $1,347,000 after buying an additional 819 shares during the period. Stephens Inc. AR lifted its stake in Builders FirstSource by 3.1% in the second quarter. Stephens Inc. AR now owns 3,032 shares of the company’s stock valued at $354,000 after buying an additional 90 shares during the last quarter. Finally, Rehmann Capital Advisory Group boosted its holdings in shares of Builders FirstSource by 13.2% in the second quarter. Rehmann Capital Advisory Group now owns 6,829 shares of the company’s stock valued at $797,000 after acquiring an additional 798 shares during the period. Institutional investors and hedge funds own 95.53% of the company’s stock.

Trending Headlines about Builders FirstSource

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 Trading Down 0.9%

Shares of Builders FirstSource stock opened at $110.38 on Friday. Builders FirstSource, Inc. has a 52-week low of $94.35 and a 52-week high of $151.03. The company has a quick ratio of 1.15, a current ratio of 1.86 and a debt-to-equity ratio of 1.02. The company’s 50-day simple moving average is $114.70 and its 200-day simple moving average is $120.26. The firm has a market cap of $12.21 billion, a price-to-earnings ratio of 28.45, a price-to-earnings-growth ratio of 14.32 and a beta of 1.56.

Builders FirstSource (NYSE:BLDR) last announced its quarterly earnings data on Tuesday, February 17th. The company reported $1.12 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 during the quarter, compared to analyst estimates of $3.46 billion. During the same quarter in the previous year, the business earned $2.31 EPS. Builders FirstSource’s revenue for the quarter was down 12.1% on a year-over-year basis. As a group, equities research analysts anticipate that Builders FirstSource, Inc. will post 11.59 earnings per share for the current year.

Wall Street Analysts Forecast Growth

BLDR has been the topic of a number of research reports. Weiss Ratings restated a “hold (c-)” rating on shares of Builders FirstSource in a research report on Wednesday, January 21st. BMO Capital Markets decreased their price target 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. Robert W. Baird reduced their target price on shares of Builders FirstSource from $135.00 to $125.00 and set a “neutral” rating for the company in a report on Wednesday. Wells Fargo & Company upped their target price on shares of Builders FirstSource from $115.00 to $120.00 and gave the company a “cautious” rating in a report on Wednesday, February 11th. Finally, Stifel Nicolaus lowered their price target on Builders FirstSource from $124.00 to $115.00 and set a “hold” rating on the stock in a report on Tuesday, December 16th. Eight analysts have rated the stock with a Buy rating, eleven have given a Hold rating and three have issued a Sell rating to the company. According to data from MarketBeat, the company has an average rating of “Hold” and an average target price of $129.02.

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.