Benchmark Cuts TopBuild (NYSE:BLD) Price Target to $500.00

TopBuild (NYSE:BLD) had its price target reduced by Benchmark from $515.00 to $500.00 in a research note released on Friday,Benzinga reports. They currently have a buy rating on the construction company’s stock.

BLD has been the subject of several other reports. Wells Fargo & Company upped their price objective on TopBuild from $540.00 to $600.00 and gave the stock an “overweight” rating in a research report on Wednesday, February 11th. Royal Bank Of Canada started coverage on TopBuild in a research note on Thursday, November 20th. They set a “sector perform” rating and a $410.00 target price for the company. DA Davidson reiterated a “buy” rating and issued a $485.00 price target on shares of TopBuild in a research note on Wednesday, December 10th. Jefferies Financial Group boosted their price objective on shares of TopBuild from $518.00 to $536.00 and gave the stock a “buy” rating in a research report on Monday, December 15th. Finally, Weiss Ratings upgraded shares of TopBuild from a “hold (c+)” rating to a “buy (b-)” rating in a report on Thursday, February 5th. One research analyst has rated the stock with a Strong Buy rating, nine have assigned a Buy rating and six have given a Hold rating to the stock. According to data from MarketBeat.com, TopBuild currently has an average rating of “Moderate Buy” and a consensus price target of $439.26.

TopBuild Trading Down 4.3%

Shares of NYSE:BLD opened at $447.69 on Friday. TopBuild has a 52 week low of $266.26 and a 52 week high of $559.47. The company’s 50 day moving average is $479.99 and its two-hundred day moving average is $444.42. The company has a market cap 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 current ratio of 1.94, a quick ratio of 1.34 and a debt-to-equity ratio of 1.21.

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

Hedge Funds Weigh In On TopBuild

A number of institutional investors have recently modified their holdings of BLD. AQR Capital Management LLC boosted its stake in TopBuild by 48.2% during the 1st quarter. AQR Capital Management LLC now owns 2,573 shares of the construction company’s stock worth $774,000 after purchasing an additional 837 shares during the period. AlphaQuest LLC raised its holdings in shares of TopBuild by 438.7% in the second quarter. AlphaQuest LLC now owns 334 shares of the construction company’s stock valued at $108,000 after buying an additional 272 shares during the last quarter. Envestnet Asset Management Inc. boosted its stake in shares of TopBuild by 6.4% during the second quarter. Envestnet Asset Management Inc. now owns 35,036 shares of the construction company’s stock worth $11,342,000 after buying an additional 2,094 shares during the period. Y Intercept Hong Kong Ltd purchased a new position in shares of TopBuild during the second quarter worth about $1,207,000. Finally, Arkadios Wealth Advisors increased its position in TopBuild by 2.9% in the 2nd quarter. Arkadios Wealth Advisors now owns 2,376 shares of the construction company’s stock valued at $769,000 after acquiring an additional 66 shares during the period. 95.67% of the stock is owned by institutional investors and hedge funds.

Trending Headlines about TopBuild

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.