Market Cap
$10.0B
BLD
QXO Insulation, LLC
—
Market cap$10.0B
12-mo target$466.38 (+31.5%)
High Impact Filing (7/10)29 New Institutional Positions21 Institutional Exits Industrials & Manufacturing
Snapshot
The big-picture read on BLD right now — valuation, ownership and activity at a glance.
Cap Size
Mid Cap
Inst. Holders
50 funds
Inst. Value
$6.7B
Inst. Activity
29 buys / 21 sells
Social Sentiment
56° Neutral
SEC Reports
20
Price chart
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.
Aug 3, 2026 earnings_calendar
BLD Q2 2026 Earnings Scheduled — 2026-08-03
Jul 1, 2026 Insider
Petrarca Mark A disposed of 14,725 shares
Director
Jul 1, 2026 Insider
CANTIE JOSEPH S disposed of 23,475 shares
Director
Jul 1, 2026 Insider
Covington Alec C disposed of 14,725 shares
Director
Jun 30, 2026 Inst.
Capital Research Global Investors — TRIM
1,562,011 shares ($553.8M)
Jun 30, 2026 Inst.
May 6, 2026 SEC UBS Group AG — DOUBLED
1,155,049 shares ($409.5M)
Loop Capital double downgrades stock to Hold — PT $485 (+12.6%) as bearish momentum builds
ANALYST-DOWNGRADE — Impact 5/10
DA Davidson double downgrades stock to Neutral — PT $437 (+1.5%)
ANALYST-DOWNGRADE — Impact 2/10
Analyst ratings buy % -33.3%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Jun 30, 2026 | Evercore ISI Group | MAINTAIN | In-Line | 59% |
| May 6, 2026 | Loop Capital | DOWNGRADE | Hold | 54% |
| May 6, 2026 | DA Davidson | DOWNGRADE | Neutral | 53% |
| Apr 21, 2026 | JP Morgan | DOWNGRADE | Neutral | 55% |
| Apr 20, 2026 | DA Davidson | MAINTAIN | Buy | 53% |
| Apr 13, 2026 | Evercore ISI Group | MAINTAIN | In-Line | 59% |
| Apr 8, 2026 | Wells Fargo | MAINTAIN | Overweight | 54% |
| Apr 7, 2026 | Seaport Global | DOWNGRADE | Neutral | 51% |
| Mar 18, 2026 | DA Davidson | MAINTAIN | Buy | 53% |
| Feb 27, 2026 | RBC Capital | MAINTAIN | Sector Perform | 55% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 3 | 5 | 8 | 0 | 0 | 50% | |
| Aug 1, 2026 | 3 | 5 | 8 | 0 | 0 | 50% | |
| Jul 1, 2026 | 3 | 5 | 8 | 0 | 0 | 50% | |
| Jun 1, 2026 | 3 | 5 | 9 | 0 | 0 | 47% | |
| May 1, 2026 | 3 | 7 | 7 | 0 | 0 | 59% | |
| Apr 1, 2026 | 4 | 11 | 5 | 0 | 0 | 75% | |
| Mar 1, 2026 | 4 | 11 | 5 | 0 | 0 | 75% | |
| Feb 1, 2026 | 4 | 11 | 5 | 0 | 0 | 75% |
Price targets
Where 8 covering analysts think BLD trades over the next 12 months.
$466.38 +31.5% upside Strong Buy
Current$354.53 Low$360.00 Median$492.50 High$505.00 8 analysts
$360.00$505.00
Analyst rating Buy· 2.3/5 as of Jul 3, 2026
Social media sentiment mood +16.0%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
56°
Neutral
BearishNeutralBullish
Recent posts
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
20 SEC filing reports analyzed · 7 bullish, 3 bearish, 4 mixed, 6 neutral · avg impact 5.7/10.
MIXEDANALYST-DOWNGRADE1/10
JP Morgan downgrades stock to Neutral — PT $496 (+21%)
Apr 21, 2026
BEARISHANALYST-DOWNGRADE5/10
Loop Capital double downgrades stock to Hold — PT $485 (+12.6%) as bearish momentum builds
May 6, 2026
BEARISHANALYST-DOWNGRADE2/10
DA Davidson double downgrades stock to Neutral — PT $437 (+1.5%)
May 6, 2026
BEARISHINST-CLUSTER6/10
Seven institutional investors, including three major asset managers (Robeco, Artemis, Pictet), reduc
Aug 3, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Aug 3, 2026
earnings_calendar
BLD Q2 2026 Earnings Scheduled — 2026-08-03
Jul 7, 2026
ftd
FTD: BLD — 678,588 shares ($240.6M) failed to deliver
Settlement: 20260707, Price: $354.53, FTD Value: $240,579,803.64, TOPBUILD CORP COM STK (DE)
Jul 6, 2026
ftd
FTD: BLD — 678,580 shares ($240.6M) failed to deliver
Settlement: 20260706, Price: $354.53, FTD Value: $240,576,967.4, TOPBUILD CORP COM STK (DE)
Jul 2, 2026
ftd
FTD: BLD — 680,031 shares ($241.1M) failed to deliver
Settlement: 20260702, Price: $354.53, FTD Value: $241,091,390.43, TOPBUILD CORP COM STK (DE)
Jul 1, 2026
ftd
FTD: BLD — 729,411 shares ($258.6M) failed to deliver
Settlement: 20260701, Price: $354.53, FTD Value: $258,598,081.83, TOPBUILD CORP COM STK (DE)
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 | # |
|---|---|---|---|---|---|---|---|
| Next Q | $0.00 | $0.00–$0.00 | — | — | — | $0.0B | — |
| Current FY | $24.93 | $23.00–$27.78 | 26.1% | -2.7% | 3↑ 5↓ | $5.8B | 6 |
| Current Q | $0.00 | $0.00–$0.00 | — | — | — | $0.0B | — |
| Next FY | $0.00 | $0.00–$0.00 | — | — | — | $0.0B | — |
Institutional ownership
Which big funds own BLD (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $6.7B total value (18,618,836 shares) as of 2026-Q2. Top holders: Erste, Capital, Capital. Net buying activity: 29 institutions added/increased vs 21 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| Erste Asset Management GmbH | 0 | $0.00 | 0.0% | — |
| Capital World Investors | 1,584,069 | $561.6M | 8.4% | — |
| Capital Research Global Investors | 1,562,011 | $553.8M | 8.3% | TRIM -61.9% |
| VANGUARD CAPITAL MANAGEMENT LLC | 1,268,749 | $449.8M | 6.8% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 1,172,579 | $415.7M | 6.2% | — |
| UBS Group AG | 1,155,049 | $409.5M | 6.1% | DOUBLED +338.6% |
| ExodusPoint Capital Management, LP | 965,007 | $342.1M | 5.1% | DOUBLED +5686.1% |
| STATE STREET CORP | 661,941 | $234.7M | 3.5% | TRIM -33.8% |
| GEODE CAPITAL MANAGEMENT, LLC | 539,478 | $229.5M | 3.4% | — |
| BNP PARIBAS FINANCIAL MARKETS | 606,635 | $215.1M | 3.2% | DOUBLED +3640.3% |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| Capital Research Global Investors | TRIM | 4,095,185 | 1,562,011 | -61.9% | $553.8M |
| UBS Group AG | DOUBLED | 263,364 | 1,155,049 | +338.6% | $409.5M |
| ExodusPoint Capital Management, LP | DOUBLED | 16,678 | 965,007 | +5686.1% | $342.1M |
| STATE STREET CORP | TRIM | 999,810 | 661,941 | -33.8% | $234.7M |
| BNP PARIBAS FINANCIAL MARKETS | DOUBLED | 16,219 | 606,635 | +3640.3% | $215.1M |
| BlackRock, Inc. | NEAR_EXIT | 2,921,362 | 566,817 | -80.6% | $201.0M |
| NORGES BANK | NEW | — | 546,026 | — | $193.6M |
| GOLDMAN SACHS GROUP INC | DOUBLED | 102,708 | 499,242 | +386.1% | $177.0M |
| BANK OF AMERICA CORP /DE/ | TRIM | 625,907 | 419,180 | -33.0% | $148.6M |
| Capital International Investors | TRIM | 565,325 | 405,711 | -28.2% | $143.8M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
14 insiders, 44 transactions. Net $0.00 — $0.00 bought, $0.00 sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Jul 1, 2026 | Petrarca Mark A | Director | D | 14,725 | — | — |
| Jul 1, 2026 | CANTIE JOSEPH S | Director | D | 23,475 | — | — |
| Jul 1, 2026 | Covington Alec C | Director | D | 14,725 | — | — |
| Jul 1, 2026 | BAUTISTA ERNESTO III | Director | D | 2,415 | — | — |
| Jul 1, 2026 | Donikowski Tina | Director | D | 3,780 | — | — |
| Jul 1, 2026 | Kuhns Robert M | Vice President and CFO | D | 8,373 | — | — |
| Jul 1, 2026 | Drake Deirdre | Director | D | 1,760 | — | — |
| Jul 1, 2026 | Buck Robert M | CEO | D | 40,372 | — | — |
| Jul 1, 2026 | Machado Luis Francisco | VP, Gen. Counsel, Corp Sec. | D | 6,296 | — | — |
| Jul 1, 2026 | Machado Luis Francisco | VP, Gen. Counsel, Corp Sec. | D | 2,121 | — | — |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for BLD.
Shares short
2,304,054
Settlement Jun 30, 2026
Change vs prior
-13.5%
Semi-monthly cycle
Days to cover
1.6
At avg daily volume
Of shares outstanding
≈8.2%
Estimate — not % of float
All BLD filing & press-release reports (25)
- JP Morgan downgrades stock to Neutral — PT $496 (+21%)Apr 21, 2026
- Loop Capital double downgrades stock to Hold — PT $485 (+12.6%) as bearish momentum buildsMay 6, 2026
- DA Davidson double downgrades stock to Neutral — PT $437 (+1.5%)May 6, 2026
- INST-CLUSTER reportAug 3, 2026
- 8-K reportJul 3, 2026
- 425 reportJul 3, 2026
- 8-K reportJul 3, 2026
- 25-NSE reportJul 1, 2026
- 425 reportJun 23, 2026
- INST-CLUSTER reportJun 11, 2026
- 425 reportJun 4, 2026
- 8-K reportJun 4, 2026
- DEFM14A reportMay 29, 2026
- 425 reportMay 11, 2026
- PRESS-RELEASE reportMay 5, 2026
- 425 reportApr 20, 2026
- 425 reportApr 20, 2026
- 8-K reportApr 20, 2026
- 425 reportApr 20, 2026
- 425 reportApr 20, 2026
- 8-K reportApr 17, 2026
- PRESS-RELEASE reportApr 7, 2026
- 8-K reportApr 2, 2026
- DEFA14A reportMar 17, 2026
- 8-K reportFeb 26, 2026