Market Cap
$5.1B
IBP
Installed Building Products, Inc.
$193.03 ▲ +0.17%
Prev close $192.70Market cap$5.1B
ConsensusSell
12-mo target$239.92 (+24.3%)
▼ Bearish
Analyst conviction 2/10
Insider Buying Cluster (4 insiders)High Impact Filing (8/10)27 New Institutional Positions23 Institutional ExitsCongressional Activity (2) Industrials & Manufacturing
Snapshot
The big-picture read on IBP right now — valuation, ownership and activity at a glance.
Cap Size
Mid Cap
Analyst Consensus
Sell (24%)
Inst. Holders
50 funds
Inst. Value
$4.7B
Inst. Activity
27 buys / 23 sells
Insider Activity
$1.0M buy / $126.9M sell
Insider Net $
-$125.9M
SEC Reports
6
Congressional
6 trades
Price chart 30d -18.0%
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 15, 2026 short_interest_report
Short Interest: IBP up 32% to 2.5M shares
Settlement 2026-09-15 | Days to cover: 5.53 | ≈9.48% of shares outstanding (est.)
Sep 9, 2026 Insider
Edwards Jeffrey W. gifted 2,500 shares
President, CEO and Chairman
Sep 8, 2026 Congress
David Taylor buy
$1,001 - $15,000 — House
Sep 3, 2026 Insider
Jackson Janet E. sold 1,086 shares
Director @ $237.06 ($257.4K)
Aug 14, 2026 Congress
Aug 6, 2026 SEC David Taylor buy
$1,001 - $15,000 — House
IBP reported Q2 2026 adjusted EPS of $2.91, a 13.6% beat vs. the $2.56 consensus, on revenue of $777.8M that also exceed
8-K — Impact 5/10
Jun 30, 2026 Inst.
FMR LLC — ADD
689,947 shares ($158.6M)
Jun 30, 2026 Inst.
FIL Ltd — DOUBLED
473,123 shares ($108.7M)
Analyst ratings buy % +140.0%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
24% rate it Buy or better · 17 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 25, 2026 | Evercore ISI Group | MAINTAIN | In-Line | 59% |
| Sep 15, 2026 | Stifel | INITIATE | Buy | 54% |
| Sep 11, 2026 | Wells Fargo | MAINTAIN | Equal-Weight | 54% |
| Aug 10, 2026 | DA Davidson | MAINTAIN | Neutral | 53% |
| Aug 7, 2026 | Evercore ISI Group | MAINTAIN | In-Line | 59% |
| Jun 1, 2026 | DA Davidson | MAINTAIN | Neutral | 53% |
| May 13, 2026 | JP Morgan | MAINTAIN | Underweight | 55% |
| May 11, 2026 | DA Davidson | MAINTAIN | Neutral | 53% |
| May 11, 2026 | Truist Securities | MAINTAIN | Hold | 55% |
| May 8, 2026 | Goldman Sachs | MAINTAIN | Buy | 54% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 1 | 3 | 13 | 0 | 0 | 24% | |
| Aug 1, 2026 | 1 | 3 | 13 | 0 | 0 | 24% | |
| Jul 1, 2026 | 1 | 3 | 13 | 0 | 0 | 24% | |
| Jun 1, 2026 | 0 | 1 | 14 | 5 | 1 | 5% | |
| May 1, 2026 | 0 | 1 | 13 | 6 | 1 | 5% | |
| Apr 1, 2026 | 0 | 1 | 13 | 6 | 1 | 5% | |
| Mar 1, 2026 | 0 | 1 | 13 | 6 | 1 | 5% | |
| Feb 1, 2026 | 0 | 2 | 11 | 7 | 1 | 10% |
Price targets
Where 12 covering analysts think IBP trades over the next 12 months.
$239.92 +24.3% upside Strong Buy
Current$193.03 Low$200.00 Median$240.00 High$297.00 12 analysts
$200.00$297.00
Analyst rating Hold· 2.7/5 as of Oct 2, 2026
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
6 SEC filing reports analyzed · 1 bullish, 1 bearish, 1 mixed, 3 neutral · avg impact 4.7/10.
MIXED8-K5/10
IBP reported Q2 2026 adjusted EPS of $2.91, a 13.6% beat vs. the $2.56 consensus, on revenue of $777
Aug 6, 2026
NEUTRAL8-K4/10
Installed Building Products completed the acquisition of Diamond Energy Systems, Inc. (DESI), which
May 19, 2026
NEUTRALCLUSTER3/10
Two IBP insiders (CFO and COO) made open-market purchases totaling ~$200K on May 11, 2026, just five
May 12, 2026
BEARISH8-K6/10
IBP reported a weak Q1 2026 with revenue down 3.5% to $660.5M and GAAP EPS of $1.29, down 21% from $
May 7, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 15, 2026
short_interest_report
Short Interest: IBP up 32% to 2.5M shares
Settlement 2026-09-15 | Days to cover: 5.53 | ≈9.48% of shares outstanding (est.)
Sep 1, 2026
ftd
FTD: IBP — 26,482 shares ($6.4M) failed to deliver
Settlement: 20260901, Price: $242.83, FTD Value: $6,430,624.06, INSTALLED BUILDING PRODUCTS IN
Aug 6, 2026
earnings_calendar
IBP Q2 2026 Earnings Scheduled — 2026-08-06
Jul 30, 2026
ftd
FTD: IBP — 8,951 shares ($2.1M) failed to deliver
Settlement: 20260730, Price: $230.33, FTD Value: $2,061,683.83, INSTALLED BUILDING PRODUCTS IN
Jul 30, 2026
earnings_calendar
IBP Q2 2026 Earnings Scheduled — 2026-07-30
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 | $2.87 | $2.58–$2.99 | -9.9% | -0.2% | 5↑ 6↓ | $0.8B | 13 |
| Next Q | $2.88 | $2.49–$3.09 | -11.2% | +0.0% | 6↑ 6↓ | $0.8B | 13 |
| Current FY | $10.44 | $9.77–$10.75 | -8.8% | -0.0% | 11↑ 1↓ | $3.0B | 13 |
| Next FY | $11.44 | $10.13–$13.05 | 9.6% | +0.4% | 8↑ 2↓ | $3.1B | 13 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $2.866 | — |
| 7d ago | $2.882 | -0.015 |
| 30d ago | $2.873 | -0.007 |
| 60d ago | $2.899 | -0.033 |
| 90d ago | $2.896 | -0.030 |
Institutional ownership
Which big funds own IBP (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $4.7B total value (20,264,166 shares) as of 2026-Q2. Top holders: BlackRock,, KAYNE, VANGUARD. Net buying activity: 27 institutions added/increased vs 23 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 4,590,297 | $1.1B | 22.7% | — |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 1,840,712 | $423.1M | 9.1% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 1,399,009 | $321.5M | 6.9% | — |
| STATE STREET CORP | 1,225,859 | $281.7M | 6.0% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 1,028,081 | $236.3M | 5.1% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 747,359 | $171.8M | 3.7% | — |
| FMR LLC | 689,947 | $158.6M | 3.4% | ADD +95.3% |
| MORGAN STANLEY | 636,759 | $146.4M | 3.1% | — |
| DIMENSIONAL FUND ADVISORS LP | 568,458 | $130.6M | 2.8% | — |
| FIL Ltd | 473,123 | $108.7M | 2.3% | DOUBLED +183.3% |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| FMR LLC | ADD | 353,266 | 689,947 | +95.3% | $158.6M |
| FIL Ltd | DOUBLED | 166,999 | 473,123 | +183.3% | $108.7M |
| GOLDMAN SACHS GROUP INC | TRIM | 395,266 | 293,227 | -25.8% | $67.4M |
| NORGES BANK | NEW | — | 234,394 | — | $53.9M |
| CITIGROUP INC | ADD | 120,020 | 190,126 | +58.4% | $43.7M |
| PANAGORA ASSET MANAGEMENT INC | NEW | — | 181,819 | — | $41.8M |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | DOUBLED | 81,023 | 166,374 | +105.3% | $38.2M |
| JACOBS LEVY EQUITY MANAGEMENT, INC | NEW | — | 143,938 | — | $33.1M |
| BNP PARIBAS FINANCIAL MARKETS | DOUBLED | 55,660 | 142,862 | +156.7% | $32.8M |
| First Eagle Investment Management, LLC | ADD | 63,843 | 127,563 | +99.8% | $29.3M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
13 insiders, 50 transactions. Net -$125.9M — $1.0M bought, $126.9M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 9, 2026 | Edwards Jeffrey W. | President, CEO and Chairman | GIFT | 2,500 | — | — |
| Sep 3, 2026 | Jackson Janet E. | Director | SELL | 1,086 | $237.06 | $257.4K |
| Jun 11, 2026 | Miller Michael Thomas | Executive VP & CFO | BUY | 65 | $195.89 | $12.7K |
| Jun 11, 2026 | Miller Michael Thomas | Executive VP & CFO | BUY | 14 | $198.79 | $2.8K |
| Jun 11, 2026 | Miller Michael Thomas | Executive VP & CFO | BUY | 278 | $196.95 | $54.8K |
| Jun 11, 2026 | Miller Michael Thomas | Executive VP & CFO | BUY | 145 | $197.55 | $28.6K |
| Jun 11, 2026 | Miller Michael Thomas | Executive VP & CFO | BUY | 1 | $200.03 | $200.03 |
| Jun 11, 2026 | Miller Michael Thomas | Executive VP & CFO | BUY | 133 | $201.91 | $26.9K |
| Jun 11, 2026 | Miller Michael Thomas | Executive VP & CFO | BUY | 99 | $202.73 | $20.1K |
| Jun 11, 2026 | Miller Michael Thomas | Executive VP & CFO | BUY | 20 | $204.32 | $4.1K |
Congressional trades
IBP trades disclosed by members of Congress, with disclosure delay.
1 members · 5 buys / 1 sells
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Sep 8, 2026 | David Taylor | R | HOUSE | BUY | $1,001 - $15,000 | Installed Building Products Inc | Sep 18, 2026(11d) |
| Aug 14, 2026 | David Taylor | R | HOUSE | BUY | $1,001 - $15,000 | Installed Building Products Inc | Aug 21, 2026(8d) |
| Jun 15, 2026 | David Taylor | R | HOUSE | BUY | $1,001 - $15,000 | Installed Building Products Inc | Jul 2, 2026(18d) |
| Mar 24, 2026 | David Taylor | R | HOUSE | BUY | $1,001 - $15,000 | Installed Building Products Inc | Apr 3, 2026(11d) |
| Mar 12, 2026 | David Taylor | R | HOUSE | BUY | $1,001 - $15,000 | Installed Building Products Inc | Mar 23, 2026(12d) |
| Feb 26, 2026 | David Taylor | R | HOUSE | SELL | $1,001 - $15,000 | Installed Building Products Inc | Mar 9, 2026(12d) |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for IBP.
Shares short
2,520,270
Settlement Sep 15, 2026
Change vs prior
+32.4%
Semi-monthly cycle
Days to cover
5.5
At avg daily volume
Of shares outstanding
≈9.5%
Estimate — not % of float
All IBP filing & press-release reports (6)
- 8-K reportAug 6, 2026
- 8-K reportMay 19, 2026
- CLUSTER reportMay 12, 2026
- 8-K reportMay 7, 2026
- DEFA14A reportApr 8, 2026
- 8-K reportFeb 26, 2026