Artisan Partners Limited Partnership Buys 85,998 Shares of Installed Building Products, Inc. $IBP

Artisan Partners Limited Partnership lifted its position in Installed Building Products, Inc. (NYSE:IBP) by 54.3% in the third quarter, according to its most recent Form 13F filing with the SEC. The firm owned 244,515 shares of the construction company’s stock after purchasing an additional 85,998 shares during the period. Artisan Partners Limited Partnership owned 0.90% of Installed Building Products worth $60,312,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors also recently bought and sold shares of the company. Salomon & Ludwin LLC bought a new stake in Installed Building Products during the 3rd quarter valued at $42,000. Farther Finance Advisors LLC grew its position in shares of Installed Building Products by 31.8% during the 3rd quarter. Farther Finance Advisors LLC now owns 224 shares of the construction company’s stock worth $55,000 after buying an additional 54 shares in the last quarter. Federated Hermes Inc. purchased a new position in shares of Installed Building Products during the third quarter valued at $106,000. Smartleaf Asset Management LLC raised its holdings in shares of Installed Building Products by 14.0% in the second quarter. Smartleaf Asset Management LLC now owns 439 shares of the construction company’s stock valued at $78,000 after acquiring an additional 54 shares in the last quarter. Finally, Covestor Ltd lifted its stake in Installed Building Products by 16.4% in the third quarter. Covestor Ltd now owns 526 shares of the construction company’s stock worth $130,000 after acquiring an additional 74 shares during the period. Institutional investors own 99.61% of the company’s stock.

More Installed Building Products News

Here are the key news stories impacting Installed Building Products this week:

• Positive Sentiment: Q4 earnings and revenue beat expectations: IBP reported $3.24 EPS vs. consensus ~$2.83 and revenue of $747.5M (slightly down y/y), with the company saying it delivered record fourth‑quarter and FY2025 profitability — a core reason investors are buying the stock. Business Wire — IBP Q4 Results
• Positive Sentiment: Company announced a special cash dividend of $1.80 per share (ex‑dividend/record date reported as March 13; pay date March 31), representing an outsized yield headline that can attract income-focused buyers and help explain intraday strength.
• Positive Sentiment: Market commentary and headlines highlighting the beat and “stock soars” narrative amplified the move; several outlets ran summaries and call transcripts that increased investor attention. Yahoo Finance — Stock Soars
• Neutral Sentiment: Analyst actions are mixed: Wells Fargo trimmed its target from $355 to $340 but kept an “equal weight” rating (small upside vs. the current price), while Vertical Research upgraded IBP from “sell” to “hold” with a $326 target — both are essentially neutral to only mildly supportive. Benzinga / Finviz — Analyst Notes
• Negative Sentiment: Royal Bank of Canada raised its price target to $255 but maintained an “underperform” rating — that $255 PT implies material downside vs. the current price and introduces a meaningful bearish signal that could cap upside or prompt profit‑taking. Benzinga — RBC Note

Analysts Set New Price Targets

IBP has been the topic of a number of research reports. JPMorgan Chase & Co. reissued an “underweight” rating and set a $245.00 target price on shares of Installed Building Products in a research report on Tuesday, January 13th. Wall Street Zen downgraded shares of Installed Building Products from a “buy” rating to a “hold” rating in a research note on Tuesday, February 3rd. Wells Fargo & Company cut their price objective on shares of Installed Building Products from $355.00 to $340.00 and set an “equal weight” rating on the stock in a report on Friday. Zacks Research lowered Installed Building Products from a “strong-buy” rating to a “hold” rating in a report on Friday, January 16th. Finally, Weiss Ratings raised Installed Building Products from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Monday, February 9th. One research analyst has rated the stock with a Buy rating, eleven have given a Hold rating and two have issued a Sell rating to the company’s stock. Based on data from MarketBeat, the company presently has an average rating of “Reduce” and a consensus price target of $249.75.

Installed Building Products Price Performance

NYSE IBP opened at $328.27 on Friday. The firm’s fifty day simple moving average is $300.63 and its two-hundred day simple moving average is $274.28. The company has a current ratio of 2.78, a quick ratio of 2.28 and a debt-to-equity ratio of 1.25. Installed Building Products, Inc. has a 12-month low of $150.83 and a 12-month high of $349.00. The firm has a market capitalization of $8.90 billion, a P/E ratio of 33.74, a P/E/G ratio of 7.51 and a beta of 1.92.

Installed Building Products (NYSE:IBP) last issued its quarterly earnings data on Thursday, February 26th. The construction company reported $3.24 EPS for the quarter, beating the consensus estimate of $2.83 by $0.41. Installed Building Products had a return on equity of 44.40% and a net margin of 8.93%.The firm had revenue of $747.50 million during the quarter, compared to analyst estimates of $738.97 million. During the same quarter in the prior year, the business posted $2.88 EPS. The business’s revenue for the quarter was down .4% compared to the same quarter last year. Analysts forecast that Installed Building Products, Inc. will post 10.66 EPS for the current fiscal year.

Installed Building Products Dividend Announcement

The firm also recently declared a special dividend, which will be paid on Tuesday, March 31st. Stockholders of record on Friday, March 13th will be paid a dividend of $1.80 per share. The ex-dividend date is Friday, March 13th. This represents a dividend yield of 56.0%. Installed Building Products’s payout ratio is presently 15.93%.

About Installed Building Products

Installed Building Products, Inc (NYSE: IBP) is a leading national installer of specialty building products serving the U.S. residential construction market. The company partners with homebuilders and contractors to deliver a comprehensive range of interior and exterior finishing services, including insulation, drywall finishing, protective coatings and basement waterproofing systems. By offering a single-source solution, Installed Building Products helps streamline project coordination and ensures consistent service quality across multiple trades.

Founded in 1977 and headquartered in Columbus, Ohio, Installed Building Products has expanded from a regional insulation installer into a nationwide platform operating in nearly every state.