BXC
BlueLinx Holdings Inc.Price
Daily candles with volume. Pins mark insider trades, rating changes, 13F stakes, reports, catalysts and short-interest jumps.
- R Feb 24 BlueLinx reported mixed Q4 2025 results with a net loss of $8.6 mill…
- S Aug 6 1 insider sell $2.9M at $84.15
- A Sep 24 Citizens initiates
Signal stack
Where each data set points today.
- InsidersBEARISH
1 insider sold $2.9M.
- InstitutionsBULLISH
Q2 2026: 20 added (0 new), 11 trimmed or exited.
- AnalystsBULLISH
5 of 8 rate it Buy or better. Every target is above the price.
- EstimatesRISING
Current-quarter EPS estimate $0.345 → $0.603 over 90 days. 2 up, 0 down in 30 days.
- Short sellersBUILDING
Short interest +17.4% to 505.0K shares. 2.9 days to cover, ≈6.4% of shares.
- TrendDOWNTREND
1% below its 50-day average.
Who's buying
13F· Q2 2026| Fund | Move | Value |
|---|---|---|
| JACOBS LEVY EQUITY MANAGEMENT, INC | ADD | $10.5M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | DOUBLED | $6.8M |
| GOLDMAN SACHS GROUP INC | ADD | $5.7M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | ADD | $5.1M |
| Nuveen, LLC | DOUBLED | $3.9M |
| BANK OF AMERICA CORP /DE/ | ADD | $3.8M |
| CITADEL ADVISORS LLC | ADD | $2.8M |
| Empowered Funds, LLC | TRIM | $2.4M |
Quarterly 13F filings are due 45 days after each quarter ends.
The Street
8 analystsPrice is below the lowest target. Median implies +10%.Targets as of Oct 28, 2026.
| Date | Firm | Rating |
|---|---|---|
| Sep 24, 2026 | Citizens INITIATE | Market Perform |
| Aug 6, 2026 | DA Davidson MAINTAIN | Neutral |
| Aug 6, 2026 | Benchmark MAINTAIN | Buy |
| Jul 15, 2026 | DA Davidson MAINTAIN | Neutral |
Insider ledger
Form 4| Date | Insider | Type | Value |
|---|---|---|---|
| Oct 18, 2026 | DeBrock Kimberly Ann VP & Chief Accounting Officer | EXERCISE | 232 sh |
| Oct 18, 2026 | DeBrock Kimberly Ann VP & Chief Accounting Officer | TAX W/H | $5.1K |
| Aug 6, 2026 | Fennebresque Kim S Director | SELL | $2.9M |
| Jun 7, 2026 | Reddy Shyam K. President and CEO | EXERCISE | 5,411 sh |
| Jun 7, 2026 | Reddy Shyam K. President and CEO | TAX W/H | $121.3K |
| Jun 7, 2026 | DeBrock Kimberly Ann VP & Chief Accounting Officer | TAX W/H | $3.1K |
| Jun 7, 2026 | DeBrock Kimberly Ann VP & Chief Accounting Officer | EXERCISE | 214 sh |
| Jun 7, 2026 | Oei Leonard Alexander Chief Commercial Officer | EXERCISE | 133 sh |
Earnings setup
Estimates| Period | EPS est. | Range | 30D rev. | Revenue |
|---|---|---|---|---|
| Current Q | $0.60 | $0.51–$0.73 | +74.9% | $814.2M |
| Next Q | 🔒 Fresh data, subscribers only | |||
| Current FY | 🔒 Fresh data, subscribers only | |||
| Next FY | $2.85 | $2.00–$3.28 | +23.5% | $3.3B |
Short side
FINRA· Oct 15, 2026SecBot reports
4 filings · 1 bullish · 1 bearish · 1 mixed · 1 neutral- BULLISH INST-CLUSTERAug 15, 2026
A significant institutional cluster formed in BXC during 2026-Q2, with 9 buyers accumulating $7.5M…
The institutional cluster is directionally bullish but the 45-day lag means the buying likely occurred 1-2 months ago. Watch for Q3 2026 earnings (next 10-Q) to see if the thesis has played out or…
- NEUTRAL 8-KMay 19, 2026
BlueLinx held its 2026 Annual Meeting on May 14, 2026. All director nominees were re-elected…
This is a routine annual meeting filing with a minor governance dispute that was resolved internally. The increased share reserve under the 2021 Plan enables future equity grants but does not…
- MIXED 8-KMay 5, 2026
BlueLinx Q1 2026 net sales grew 3.1% YoY to $731M, driven by specialty product volume gains and…
The market will weigh the top-line growth and EBITDA beat against the GAAP loss and cautious Q2 volume outlook. Monitor commodity price trends (lumber -4%, panels -14% YoY) and tariff developments…
- BEARISH 8-KFeb 24, 2026
BlueLinx reported mixed Q4 2025 results with a net loss of $8.6 million and declining adjusted…
Monitor structural products margin pressure and whether inventory management improvements can sustain cash flow generation. Watch for signs of recovery in structural products pricing which declined…
All BXC filing & press-release reports (4)
- INST-CLUSTER reportAug 15, 2026
- 8-K reportMay 19, 2026
- 8-K reportMay 5, 2026
- 8-K reportFeb 24, 2026