Market Cap
$5.8B
BLDR
Builders FirstSource, Inc.
$54.65 ▲ +1.81%
Prev close $53.68Market cap$5.8B
ConsensusHold
12-mo target$71.36 (+30.6%)
▲ Neutral
Analyst conviction 5/10
High Impact Filing (7/10)3 New Institutional Positions4 Institutional ExitsCongressional Activity (1) 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
7 funds
Inst. Value
$8.2M
Inst. Activity
3 buys / 4 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 -5.3%
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 30, 2026 Inst.
MATHER GROUP, LLC. — DOUBLED
91,287 shares ($5.2M)
Sep 30, 2026 Inst.
WEALTH ENHANCEMENT ADVISORY SERVICES, — ADD
24,555 shares ($1.3M)
Sep 30, 2026 ftd
FTD: BLDR — 14,100 shares ($0.8M) failed to deliver
Settlement: 20260930, Price: $57.53, FTD Value: $811,173, BUILDERS FIRST SOURCE, INC.
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
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
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 16, 2026 | Oppenheimer | MAINTAIN | Outperform | 52% |
| Oct 16, 2026 | Wells Fargo | MAINTAIN | Equal-Weight | 54% |
| Oct 8, 2026 | Truist Securities | MAINTAIN | Buy | 55% |
| Oct 7, 2026 | RBC Capital | DOWNGRADE | Sector Perform | 55% |
| 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% |
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 22 covering analysts think BLDR trades over the next 12 months.
$71.36 +30.6% upside Strong Buy
Current$54.65 Low$50.00 Median$73.00 High$91.00 22 analysts
$50.00$91.00
Analyst rating Buy· 2.4/5 as of Oct 19, 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 30, 2026
ftd
FTD: BLDR — 14,100 shares ($0.8M) failed to deliver
Settlement: 20260930, Price: $57.53, FTD Value: $811,173, BUILDERS FIRST SOURCE, INC.
Sep 28, 2026
dark_pool
Dark Pool: BLDR — 3.2M shares, 67,922 trades
Week starting 2026-09-28. Total ATS volume: 3,244,187 shares across 67,922 trades.
Sep 21, 2026
dark_pool
Dark Pool: BLDR — 3.7M shares, 63,203 trades
Week starting 2026-09-21. Total ATS volume: 3,748,335 shares across 63,203 trades.
Sep 21, 2026
ftd
FTD: BLDR — 410,946 shares ($23.9M) failed to deliver
Settlement: 20260921, Price: $58.12, FTD Value: $23,884,181.52, BUILDERS FIRST SOURCE, INC.
Sep 14, 2026
dark_pool
Dark Pool: BLDR — 4.7M shares, 81,070 trades
Week starting 2026-09-14. Total ATS volume: 4,704,636 shares across 81,070 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 | $1.05 | $0.78–$1.29 | -44.3% | -3.5% | 0↑ 1↓ | $3.8B | 22 |
| Next Q | $0.54 | $0.35–$0.71 | -52.1% | -15.6% | 0↑ 2↓ | $3.4B | 21 |
| Current FY | $3.03 | $2.65–$3.41 | -56.1% | -4.4% | 0↑ 2↓ | $14.3B | 21 |
| Next FY | $3.81 | $2.49–$5.22 | 25.7% | -13.9% | 0↑ 5↓ | $14.6B | 22 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $1.047 | — |
| 7d ago | $1.065 | -0.018 |
| 30d ago | $1.085 | -0.038 |
| 60d ago | $1.075 | -0.028 |
| 90d ago | $1.754 | -0.707 |
Institutional ownership
Which big funds own BLDR (from quarterly 13F filings) and who is adding or trimming.
7 institutional holders with $8.2M total value (144,953 shares) as of 2026-Q3. Top holders: MATHER, WEALTH, DAVENPORT. Net selling activity: 4 institutions trimmed/exited vs 3 added.
Top holders — 2026-Q3
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| MATHER GROUP, LLC. | 91,287 | $5.2M | 63.6% | DOUBLED +164.7% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 24,555 | $1.3M | 16.1% | ADD +97.8% |
| DAVENPORT & Co LLC | 10,386 | $592.1K | 7.2% | TRIM -71.4% |
| Farther Finance Advisors, LLC | 8,572 | $488.7K | 6.0% | ADD +25.7% |
| Assenagon Asset Management S.A. | 5,985 | $341.2K | 4.2% | NEAR_EXIT -93.8% |
| WASATCH ADVISORS LP | 4,159 | $237.1K | 2.9% | TRIM -61.5% |
| FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | 9 | $513.00 | 0.0% | NEAR_EXIT -99.9% |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| MATHER GROUP, LLC. | DOUBLED | 34,489 | 91,287 | +164.7% | $5.2M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | ADD | 12,411 | 24,555 | +97.8% | $1.3M |
| DAVENPORT & Co LLC | TRIM | 36,309 | 10,386 | -71.4% | $592.1K |
| Farther Finance Advisors, LLC | ADD | 6,821 | 8,572 | +25.7% | $488.7K |
| Assenagon Asset Management S.A. | NEAR_EXIT | 96,157 | 5,985 | -93.8% | $341.2K |
| WASATCH ADVISORS LP | TRIM | 10,805 | 4,159 | -61.5% | $237.1K |
| FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | NEAR_EXIT | 8,787 | 9 | -99.9% | $513.00 |
| 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 |
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
9,165,569
Settlement Sep 30, 2026
Change vs prior
+2.9%
Semi-monthly cycle
Days to cover
1.9
At avg daily volume
Of shares outstanding
≈8.5%
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