Builders FirstSource Inc (BLDR)

Nov 12, 2026

American homeowners are leveraging their home equity at the fastest rate since the period leading up to the 2008 financial crisis, with home equity lines of credit (HELOCs) rising to $481 billion in the third quarter. Unlike the mid-2000s when borrowing was often for discretionary spending, current homeowners are primarily using HELOCs for home improvements to avoid giving up existing low mortgage rates. This trend benefits retailers like Home Depot and Lowe's, as Jefferies analysts expect increased spending on renovations through 2027 despite rising variable interest rates.

Nov 11, 2026

Keybank National Association OH significantly increased its stake in Builders FirstSource, Inc. (BLDR) by 19,306.5% in the third quarter, now holding 1.79 million shares valued at $102.1 million. Despite beating earnings and revenue expectations, the stock declined by 4.6% after its latest earnings report. Analysts currently have a consensus "Hold" rating on BLDR with an average price target of $75.55.

Nov 11, 2026

Equity Investment Corp has purchased a significant new position in Builders FirstSource, Inc. (NYSE:BLDR), acquiring 1,514,837 shares valued at approximately $86.4 million, representing about 1.41% of the company. This comes as Builders FirstSource reported strong quarterly earnings, beating analyst estimates with $1.51 EPS and $3.85 billion in revenue, despite a 2.2% year-over-year revenue decline. The stock was down 4.6% in trading, with analysts maintaining a consensus "Hold" rating and an average price target of $75.55.

Nov 10, 2026

Taiga Building Products Ltd. (TSX: TBL) has completed the sale of its two building materials distribution facilities in Rocklin and Sanger, California, to Boise Cascade Company (NYSE: BCC). The transaction includes inventory, equipment, and other assets, with Boise Cascade planning to continue operations at both locations. Taiga's other facilities and products in Canada and the United States remain under Taiga's ownership and operation.

Nov 10, 2026

Ethic Inc. recently acquired 87,111 shares of Builders FirstSource, Inc. (NYSE:BLDR) during the third quarter, valued at approximately $4.966 million, representing about 0.08% of the company. Other institutional investors also adjusted their holdings, with Pictet Asset Management Holding SA significantly increasing its stake to over 4.4 million shares. Builders FirstSource's stock was trading up 5.3% at $65.88, with analysts providing a "Hold" consensus rating and a target price of $75.55.

Nov 9, 2026

QXO announced preliminary third-quarter 2026 net sales of approximately US$4.90 billion, marking a 79% increase year-over-year. The company expects its GAAP net loss to narrow to US$123 million and adjusted EBITDA to rise 85% to US$557 million. These results reflect significant contributions from the recent acquisitions of Kodiak Building Partners and TopBuild.

Nov 9, 2026

Carret Asset Management LLC has initiated a new position in Builders FirstSource, Inc. ($BLDR) by purchasing 27,355 shares valued at approximately $1.56 million during the third quarter. The company reported strong quarterly earnings of $1.51 EPS, surpassing consensus estimates, and revenue of $3.85 billion, despite a 2.2% year-over-year decrease. Analyst sentiment remains mixed, with a consensus "Hold" rating and a price target of $75.55.

Nov 9, 2026

Brighton Jones LLC has acquired a new stake of 96,993 shares in Builders FirstSource, Inc. (NYSE:BLDR) during the third quarter, valued at approximately $5.53 million. This purchase makes Brighton Jones LLC the owner of about 0.09% of Builders FirstSource. Other institutional investors also increased their holdings, with 95.53% of the stock now owned by institutional investors and hedge funds.

Nov 8, 2026

Rayburn West Financial Services LLC has acquired 19,450 shares of Builders FirstSource, Inc. (NYSE:BLDR) in the third quarter, valued at approximately $1.11 million. Institutional investors now collectively own 95.53% of the company. Despite beating quarterly earnings and revenue estimates, analysts currently hold a consensus "Hold" rating on the stock with an average price target of $75.55.

Nov 8, 2026

Plancorp LLC acquired 28,184 shares of Builders FirstSource, Inc. (NYSE:BLDR) in the third quarter, valued at approximately $1.61 million. This acquisition is part of a broader trend of institutional investors, who now collectively own 95.53% of the stock. Builders FirstSource reported strong quarterly earnings, beating analyst estimates for both EPS and revenue, though revenue saw a slight year-over-year decrease.

Nov 7, 2026

Phoenix Wealth Advisors recently acquired 23,882 shares of Builders FirstSource, Inc. (BLDR) valued at approximately $1.36 million, establishing a new position in the company during the third quarter. Institutional investors hold a significant 95.53% of the company's stock. Despite a slight year-over-year revenue dip, Builders FirstSource surpassed earnings per share and revenue estimates for the quarter, though analyst sentiment is mixed, averaging a "Hold" rating with a target price of $75.55.

Nov 7, 2026

Heritage Family Offices LLP recently acquired 23,455 shares of Builders FirstSource, Inc. (NYSE:BLDR) stock, valued at approximately $1,337,000, during the third quarter. Other institutional investors also made significant moves, with BlackRock Inc. buying a new stake worth $700.9 million and Dimensional Fund Advisors LP increasing its holdings by 12.3%. Despite these acquisitions, the stock saw a 4.7% drop, trading at $62.42, and several analysts adjusted their price targets downward, although the consensus rating remains "Hold."

Nov 7, 2026

Calamos Wealth Management LLC has made a new $10.19 million investment in Builders FirstSource, Inc. (NYSE:BLDR), acquiring 178,733 shares in the third quarter. This investment comes as Builders FirstSource reported strong quarterly earnings, beating analyst expectations with $1.51 per share and $3.85 billion in revenue, despite a slight year-over-year revenue decrease. Analyst sentiment for BLDR is mixed, averaging to a "Hold" rating with a mean price target of $75.55.

Nov 6, 2026

Monte Financial Group LLC recently acquired a new stake in Builders FirstSource, Inc. (NYSE:BLDR), purchasing 88,503 shares valued at approximately $5.05 million. This investment constitutes about 1.7% of Monte Financial Group's holdings. The acquisition follows Builders FirstSource's recent earnings report, where the company surpassed analyst estimates for both EPS and revenue despite a slight year-over-year revenue decline.

Nov 6, 2026

Valtinson Bruner Financial Planning LLC has made a new investment of approximately $1 million in Builders FirstSource, Inc. (NYSE:BLDR), acquiring 17,604 shares in the third quarter. This move highlights significant institutional interest, with hedge funds and institutional investors collectively owning 95.53% of the company's stock. Builders FirstSource recently reported strong quarterly earnings, beating analyst expectations with an EPS of $1.51 and revenue of $3.85 billion.

Nov 6, 2026

Daily Journal Corp. recently acquired 1.413 million shares of Builders FirstSource, Inc. (BLDR) in the third quarter, a stake valued at approximately $80.6 million, making it their second-largest holding. Builders FirstSource reported strong quarterly earnings of $1.51 per share, surpassing analyst estimates, with revenue reaching $3.85 billion. The stock currently holds a "Hold" consensus rating from analysts, with an average price target of $75.55.

Nov 6, 2026

Alta Advisers Ltd recently acquired 21,747 shares of Builders FirstSource, Inc. (NYSE:BLDR) worth approximately $1.24 million in the third quarter. Institutional investors now hold 95.53% of the company's stock. Analysts' consensus is a "Hold" rating with a target price of $75.55, despite the company beating quarterly earnings and revenue estimates.

Nov 6, 2026

Boise Cascade plans to acquire two building-materials distribution facilities in Rocklin and Sanger, California, from Canadian distributor Taiga Building Products. This acquisition will expand Boise Cascade's reach across Northern and Central California and into Northern Nevada, adding general-line building products and supporting its partnership with James Hardie. The deal, expected to close by mid-November 2026, involves undisclosed financial terms, with Taiga retaining its other locations.

Nov 5, 2026

James Hardie Industries reported a 24% increase in Q2 net sales from continuing operations, exceeding expectations despite a challenging housing market. The company is on track with its fiscal 2027 commitments, including fiber cement growth, market outperformance, adjusted EBITDA expansion, and significant cost and revenue synergies. James Hardie also raised its full-year free cash flow target to over $650 million, driven by strong first-half performance and effective cost management.

Nov 5, 2026

Martin Marietta, a leading US producer of construction aggregates, is undergoing a portfolio transformation aimed at enhancing its long-term profitability. This report, authored by Rashmi Nair on November 5, 2026, highlights the strategic shifts within the company's operations across 28 US states, Canada, and the Bahamas, despite acquisition-related headwinds.

Nov 5, 2026

Homeowners in the Stonewood Creek subdivision in Dallas, Georgia, are accusing D.R. Horton, a major home builder, of selling them houses with defective PEX plumbing systems manufactured by Uponor Inc. They claim pipes began leaking approximately four years after moving in, causing significant damage and financial strain. An arbitration complaint filed on behalf of 16 households alleges that while D.R. Horton and Uponor repaired other homes, they refused to address the issues for the claimants, who are seeking resolution for damages that have cost some homeowners tens of thousands of dollars out of pocket.

Nov 5, 2026

Owens Corning reported a 16% year-over-year decrease in roofing revenue for the third quarter, largely due to lower storm demand and overall challenging residential markets. The company's CEO, Brian Chambers, noted that the current environment is "one of the most challenging residential markets we have seen in years," impacting existing home sales and remodeling activity. Owens Corning anticipates a high-single-digit decline in fourth-quarter roofing revenue as well.

Nov 4, 2026

An Argus research report dated November 4, 2026, provides an analysis of Floor & Decor Holdings Inc. (FND), a specialty retailer in the hard surface flooring market. The report includes information on FND's current stock price of $53.41 and offers a price target. Premium access is required to view the full report, which covers details on the company's rating and earnings estimates.

Nov 4, 2026

Trex Co reported record third-quarter net sales of approximately $360 million, a 26% increase driven primarily by volume, and successfully navigated a significant distribution transition while ramping up production at its Arkansas facility. The company raised its full-year guidance, expecting net sales of $1.296 billion to $1.306 billion and adjusted EBITDA between $355 million and $360 million, aiming to reach $2 billion in annual revenue by 2030 through wood conversion, product expansion, and operational efficiencies. Management emphasized disciplined execution and continued investment in marketing and innovation to capture market share and enhance shareholder value.

Nov 4, 2026

Knife River Corporation (NYSE: KNF) reported Q3 2026 diluted earnings of $2.43 per share, missing the consensus estimate of $2.63 by 5.1%. The company's net income was $137.9M on revenue of $1.28B, with revenue up 6.0% year-over-year, primarily driven by volume growth rather than pricing power, leading to margin pressure. Shares traded largely unchanged after the report, indicating tempered investor expectations or a view of the quarter as unrepresentative of the company's long-term trajectory.

Nov 3, 2026

Louisiana-Pacific reported a 7% increase in net sales for its siding business in Q3 2026, reaching a record $473 million, despite a 2% decline in single-family housing starts. The company expanded its distribution network and announced capacity curtailments for two mills due to soft market demand, while still projecting continued growth in siding volume and revenue for Q4 2026. LP also earned recognition as one of America’s Greatest Companies and received a Safest Company Award for the fourth consecutive year.

Nov 3, 2026

Builders FirstSource Inc. (BLDR) stock fell 6.21% on Tuesday, closing at $63.61, despite a mixed trading session for the broader market where the S&P 500 rose and the Dow Jones Industrial Average fell. This decline broke a three-day winning streak for the company's shares. The underperformance was noted in comparison to its competitors.

Nov 2, 2026

Martin Marietta Materials (NYSE: MLM) is set to report its Q3 earnings this Wednesday morning. The construction materials supplier exceeded revenue expectations last quarter, and analysts anticipate a 20.5% year-on-year revenue growth this quarter. Investors will be watching closely as the company has missed Wall Street's revenue estimates multiple times in the past two years, though its stock price has risen 13.9% over the last month.

Nov 2, 2026

Westlake Pipe & Fittings, a division of Westlake Corp., has finished building a new 190,000-sq-ft molecular-oriented polyvinyl chloride (PVCO) pipe plant in Wichita Falls, Texas. This expansion significantly boosts the company's North American PVCO pipe manufacturing capacity, leveraging the region's strategic location. The new facility will produce advanced PVCO pipe, which offers superior strength, durability, and a reduced environmental footprint, serving various markets including municipal water and sewer.

Nov 2, 2026

Shares of Builders FirstSource Inc. (BLDR) advanced 4.48% to $67.82 on Monday, outperforming its competitors. This gain occurred during a mixed trading session where the Dow Jones Industrial Average rose, but the S&P 500 Index fell. The stock recorded its third consecutive day of gains.

Nov 2, 2026

Inspire Investing LLC significantly reduced its stake in Builders FirstSource, Inc. (NYSE:BLDR) by 91.3% in the third quarter of 2026, selling 19,958 shares and retaining 1,908 shares valued at approximately $109,000. Despite mixed analyst sentiment, institutional investors collectively own 95.53% of the company's stock. Builders FirstSource exceeded quarterly earnings and revenue expectations, but its revenue still fell 2.2% year-over-year, and net income declined to $60.4 million from $122.4 million in the prior year.

Oct 31, 2026

Greatmark Investment Partners Inc. increased its stake in Builders FirstSource, Inc. (NYSE:BLDR) by 33.4% in the third quarter, acquiring an additional 32,208 shares, bringing its total holdings to 128,547 shares valued at approximately $7.3 million. The article details Builders FirstSource's recent financial performance, including beating EPS and revenue estimates, alongside mixed analyst sentiment, with a consensus "Hold" rating and a target price of $75.90. Despite positive earnings, the company experienced a decline in net income and gross margin, highlighting risks from weak housing demand.

Oct 30, 2026

Shares of Builders FirstSource Inc. (BLDR) rose 2.93% to $64.91 on Friday, outperforming the broader market as the S&P 500 Index and Dow Jones Industrial Average both declined. This marked the stock's second consecutive day of gains despite a challenging trading session.

Oct 30, 2026

Boise Cascade Company has appointed Brian Carlson to its Board of Directors, effective October 26, 2026, expanding the board to 11 directors. Carlson, with 30 years of experience at Huber Engineered Woods including serving as president, brings extensive building products knowledge and a strong record in business transformation and brand development. His expertise in strategy, innovation, and customer/supplier relationships is expected to provide valuable perspective for Boise Cascade's continued growth.

Oct 30, 2026

Weyerhaeuser reported Q3 2026 GAAP earnings of $61 million and net sales of $1.9 billion, with adjusted EBITDA up 14% year-over-year. The company is advancing strategic growth initiatives like the Monticello EWP facility and BioCarbon sites, and plans to divest 81,000 acres of non-core timberlands for $146 million, intending to increase share repurchases in Q4. Despite challenging market conditions in Wood Products, Weyerhaeuser remains focused on operational excellence, cost efficiency, and long-term value creation through its diversified portfolio and capital allocation strategy.

Oct 30, 2026

Caterpillar's third-quarter revenue slightly missed expectations, and the company issued a cautious outlook for the fourth quarter, causing its shares to fall. Meanwhile, Brinker International, the parent company of Chili's, is continuing a growth streak. Several major Dallas-Fort Worth public companies, including Caterpillar, Builders FirstSource, and Brinker International, recently reported their financial results.

Oct 30, 2026

West Fraser Timber, a major producer of softwood lumber and oriented strand board, sees its financial results heavily influenced by the US housing market, which accounts for 65% of its sales. The company's profitability is highly sensitive to housing market health and economic conditions, as evidenced by plant curtailments due to US housing woes. While the North American market is critical, the European market currently shows better performance.

Oct 30, 2026

Sowell Financial Services LLC recently acquired 98,863 shares of Builders FirstSource, Inc. (NYSE:BLDR) valued at approximately $5.6 million. This acquisition comes as institutional investors collectively own 95.53% of the company. Despite a decline in GAAP net income and margin contraction, Builders FirstSource surpassed third-quarter adjusted earnings and revenue expectations, maintaining its 2026 targets.