Market Cap
$6.1B
BLDR
Builders FirstSource, Inc.
$56.26 ▼ -1.90%
Prev close $57.35Market cap$6.1B
ConsensusHold
12-mo target$79.90 (+42.0%)
▲ Neutral
Analyst conviction 5/10
High Impact Filing (7/10)33 New Institutional Positions17 Institutional ExitsCongressional Activity (2) Consumer & Retail
Snapshot
The big-picture read on BLDR right now — valuation, ownership and activity at a glance.
Cap Size
Mid Cap
Analyst Consensus
Buy (52%)
Inst. Holders
50 funds
Inst. Value
$7.1B
Inst. Activity
33 buys / 17 sells
Insider Activity
$0.00 buy / $390.9K sell
Insider Net $
-$390.9K
Social Sentiment
65° Warm
SEC Reports
4
Congressional
2 trades
Price chart 30d -12.3%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 10, 2026 Insider
Steinke Craig Arthur was granted 564 shares
Director
Sep 10, 2026 Insider
Hayes William B was granted 583 shares
Director
Sep 10, 2026 Insider
Boydston Cory Jacobs was granted 470 shares
Director
Sep 7, 2026 dark_pool
Dark Pool: BLDR — 3.3M shares, 69,049 trades
Week starting 2026-09-07. Total ATS volume: 3,340,984 shares across 69,049 trades.
Aug 10, 2026 Congress
Jul 30, 2026 SEC Ro Khanna sell
$1,001 - $15,000 — House
Builders FirstSource reported Q2 2026 results with net sales of $3.86B, down 8.8% YoY, and a GAAP net loss of $(3.9)M (d
8-K — Impact 7/10
Jul 7, 2026 Congress
Ro Khanna buy
$1,001 - $15,000 — House
Jun 30, 2026 Inst.
Capital International Investors — ADD
3,907,321 shares ($349.6M)
Analyst ratings buy % -1.9%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
52% rate it Buy or better · 33 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Oct 1, 2026 | StoneX | MAINTAIN | Buy | — |
| Sep 11, 2026 | Wells Fargo | MAINTAIN | Equal-Weight | 54% |
| Aug 21, 2026 | Citizens | INITIATE | Market Perform | 38% |
| Jul 31, 2026 | UBS | MAINTAIN | Buy | 55% |
| Jul 31, 2026 | RBC Capital | MAINTAIN | Outperform | 55% |
| Jul 31, 2026 | Oppenheimer | MAINTAIN | Outperform | 52% |
| Jul 31, 2026 | Wells Fargo | MAINTAIN | Equal-Weight | 54% |
| Jul 31, 2026 | Truist Securities | MAINTAIN | Buy | 55% |
| Jul 31, 2026 | Barclays | MAINTAIN | Overweight | 54% |
| Jul 28, 2026 | BMO Capital | MAINTAIN | Market Perform | 53% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 4 | 13 | 15 | 1 | 0 | 52% | |
| Aug 1, 2026 | 4 | 13 | 14 | 1 | 0 | 53% | |
| Jul 1, 2026 | 4 | 13 | 14 | 1 | 0 | 53% | |
| Jun 1, 2026 | 4 | 13 | 14 | 1 | 0 | 53% | |
| May 1, 2026 | 4 | 13 | 13 | 1 | 0 | 55% | |
| Apr 1, 2026 | 4 | 13 | 13 | 1 | 0 | 55% | |
| Mar 1, 2026 | 4 | 12 | 14 | 1 | 0 | 52% | |
| Feb 1, 2026 | 3 | 12 | 14 | 1 | 0 | 50% |
Price targets
Where 21 covering analysts think BLDR trades over the next 12 months.
$79.90 +42.0% upside Strong Buy
Current$56.26 Low$61.00 Median$81.00 High$100.00 21 analysts
$61.00$100.00
Analyst rating Buy· 2.3/5 as of Oct 2, 2026
Social media sentiment mood +34.0%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
65°
Warm
BearishNeutralBullish
Recent posts
TRIPLE WITCHING DAY - THIS FRIDAY SEPT 18th
▲ 1 · 💬 5· ⚡ 0.5
TRIPLE WITCHING DAY - THIS FRIDAY SEPT 18!
▲ 1 · 💬 1· ⚡ 0.5
Time for building supplies?
▲ 1 · 💬 3· ⚡ 0.5
berkshire buying thmc points at the plumbing??
▲ 1 · 💬 0· ⚡ 0.5
so the entire housing supply chain reports earnings this week and I don't think most people have noticed
▲ 71 · 💬 12· ⚡ 0.7
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
4 SEC filing reports analyzed · 0 bullish, 2 bearish, 1 mixed, 1 neutral · avg impact 5.8/10.
BEARISH8-K7/10
Builders FirstSource reported Q2 2026 results with net sales of $3.86B, down 8.8% YoY, and a GAAP ne
Jul 30, 2026
NEUTRAL8-K3/10
Builders FirstSource announced a planned leadership transition: COO Steve Herron will retire on Dece
May 18, 2026
BEARISH8-K7/10
Builders FirstSource reported Q1 2026 results with a net loss of $47.4M (diluted EPS -$0.43) vs net
Apr 30, 2026
MIXEDINST-CLUSTER6/10
Four major institutions, including sovereign wealth fund Norges Bank and quant powerhouses RenTech a
Feb 28, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 7, 2026
dark_pool
Dark Pool: BLDR — 3.3M shares, 69,049 trades
Week starting 2026-09-07. Total ATS volume: 3,340,984 shares across 69,049 trades.
Aug 31, 2026
dark_pool
Dark Pool: BLDR — 3.6M shares, 69,792 trades
Week starting 2026-08-31. Total ATS volume: 3,553,986 shares across 69,792 trades.
Aug 26, 2026
short_volume
Short Volume: BLDR — 56.5% short (0.3M / 0.5M)
Short: 294,536 | Exempt: 0 | TRF Vol: 521,758 | Short Ratio: 56.5% | Off-exchange volume (dark pool + OTC)
Aug 24, 2026
short_volume
Short Volume: BLDR — 58.0% short (0.4M / 0.8M)
Short: 437,846 | Exempt: 0 | TRF Vol: 754,781 | Short Ratio: 58.0% | Off-exchange volume (dark pool + OTC)
Aug 24, 2026
dark_pool
Dark Pool: BLDR — 2.6M shares, 53,773 trades
Week starting 2026-08-24. Total ATS volume: 2,608,930 shares across 53,773 trades.
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $1.07 | $0.78–$1.34 | -42.8% | -0.0% | 0↑ 20↓ | $3.8B | 21 |
| Next Q | $0.63 | $0.31–$0.91 | -43.5% | -0.4% | 0↑ 18↓ | $3.4B | 19 |
| Current FY | $3.15 | $2.65–$3.67 | -54.2% | -0.1% | 0↑ 18↓ | $14.3B | 19 |
| Next FY | $4.36 | $3.45–$5.94 | 38.3% | -2.3% | 0↑ 20↓ | $14.9B | 21 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $1.075 | — |
| 7d ago | $1.085 | -0.010 |
| 30d ago | $1.075 | -0.000 |
| 60d ago | $1.068 | +0.007 |
| 90d ago | $1.767 | -0.692 |
Institutional ownership
Which big funds own BLDR (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $7.1B total value (79,361,924 shares) as of 2026-Q2. Top holders: Erste, BlackRock,, VANGUARD. Net buying activity: 33 institutions added/increased vs 17 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| Erste Asset Management GmbH | 0 | $0.00 | 0.0% | — |
| BlackRock, Inc. | 7,833,417 | $700.9M | 9.9% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 6,854,631 | $613.4M | 8.6% | — |
| STATE STREET CORP | 4,839,758 | $433.1M | 6.1% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 4,162,116 | $372.4M | 5.2% | — |
| Capital International Investors | 3,907,321 | $349.6M | 4.9% | ADD +32.8% |
| Pictet Asset Management Holding SA | 3,801,076 | $340.1M | 4.8% | DOUBLED +175.8% |
| WELLINGTON MANAGEMENT GROUP LLP | 3,465,251 | $310.1M | 4.4% | — |
| DIMENSIONAL FUND ADVISORS LP | 3,439,279 | $307.8M | 4.3% | — |
| Invesco Ltd. | 3,346,367 | $299.4M | 4.2% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| Capital International Investors | ADD | 2,943,131 | 3,907,321 | +32.8% | $349.6M |
| Pictet Asset Management Holding SA | DOUBLED | 1,378,332 | 3,801,076 | +175.8% | $340.1M |
| D1 Capital Partners L.P. | NEW | — | 1,639,222 | — | $146.7M |
| Holocene Advisors, LP | ADD | 562,881 | 1,066,869 | +89.5% | $95.5M |
| Capital World Investors | ADD | 779,198 | 1,005,583 | +29.1% | $90.0M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | DOUBLED | 283,164 | 915,658 | +223.4% | $81.9M |
| AMERIPRISE FINANCIAL INC | DOUBLED | 206,727 | 888,118 | +329.6% | $79.5M |
| Focus Partners Wealth | TRIM | 1,663,200 | 881,993 | -47.0% | $78.9M |
| NORGES BANK | NEW | — | 860,958 | — | $77.0M |
| FMR LLC | TRIM | 1,266,304 | 795,290 | -37.2% | $71.2M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
23 insiders, 50 transactions. Net -$390.9K — $0.00 bought, $390.9K sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 10, 2026 | Steinke Craig Arthur | Director | AWARD | 564 | — | — |
| Sep 10, 2026 | Hayes William B | Director | AWARD | 583 | — | — |
| Sep 10, 2026 | Boydston Cory Jacobs | Director | AWARD | 470 | — | — |
| Sep 10, 2026 | Charles Dirkson R | Director | AWARD | 470 | — | — |
| Sep 10, 2026 | Renz Maria | Director | AWARD | 489 | — | — |
| Sep 10, 2026 | CHRISTOPHE CLEVELAND A | Director | AWARD | 564 | — | — |
| Sep 10, 2026 | LEVY PAUL S | Director | AWARD | 1,204 | — | — |
| Sep 10, 2026 | OLEARY JAMES | Director | AWARD | 564 | — | — |
| Jul 18, 2026 | Vance Todd | President - East Division | AWARD | 3,366 | — | — |
| Jul 18, 2026 | O'Brien Matthew Coley | Chief Human Resources Officer | AWARD | 7,406 | — | — |
Congressional trades
BLDR trades disclosed by members of Congress, with disclosure delay.
1 members · 1 buys / 1 sells
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Aug 10, 2026 | Ro Khanna | D | HOUSE | SELL | $1,001 - $15,000 | Builders FirstSource Inc | Sep 7, 2026(29d) |
| Jul 7, 2026 | Ro Khanna | D | HOUSE | BUY | $1,001 - $15,000 | Builders FirstSource Inc | Aug 12, 2026(37d) |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for BLDR.
Shares short
8,907,075
Settlement Sep 15, 2026
Change vs prior
+13.8%
Semi-monthly cycle
Days to cover
3.4
At avg daily volume
Of shares outstanding
≈8.3%
Estimate — not % of float
All BLDR filing & press-release reports (4)
- 8-K reportJul 30, 2026
- 8-K reportMay 18, 2026
- 8-K reportApr 30, 2026
- INST-CLUSTER reportFeb 28, 2026