Installed Building Products

IBP

Market cap $7.22B

Overview Fund Activity

266.12 USD

+2.70

1.02%

At close Updated Sep 17, 10:54 AM EDT

1 day

1.02%

5 days

-0.81%

1 month

0.29%

3 months

63.6%

6 months

55.63%

Year to date

53.61%

1 year

11.75%

5 years

175.03%

10 years

831.79%

About: Installed Building Products Inc is an insulation installer serving the residential new construction market and are also a diversified installer of complementary building products, including waterproofing, fire-stopping and fireproofing, garage doors, rain gutters, window blinds, shower doors, closet shelving, mirrors and other products throughout the United States. The company installs fiberglass insulation, spray foam insulation, and cellulose insulation. The company has three operating segments consisting of Installation, Manufacturing and Distribution operations. Majority of revenue is derived from Installation segment.

Employees: 10,800

Consumer Discretionary Residential Construction

0

Funds holding %

of 7,463 funds

0

Analysts bullish %

of 3 analysts

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

19% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 47

15% more repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 124

14% more capital invested

Capital invested by funds: $4.55B [Q1] → $5.17B (+$616M) [Q2]

8.15% more ownership

Funds ownership: 95.67% [Q1] → 103.82% (+8.15%) [Q2]

1% more funds holding

Funds holding: 350 [Q1] → 353 (+3) [Q2]

0% more funds holding in top 10

Funds holding in top 10: 2 [Q1] → 2 (+0) [Q2]

28% less call options, than puts

Call options by funds: $6.29M | Put options by funds: $8.8M

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Research analyst outlook

3 Wall Street Analysts provided 1 year price targets over the past 3 months

Low target

$184

31% downside

Avg. target

$220

17% downside

High target

$252

5% downside

3 analyst ratings

0 positive

0%

2 neutral

67%

1 negative

33%

Jefferies Philip Ng	$225	Hold Maintained	12 Aug 2025
DA Davidson Kurt Yinger	$252	Neutral Downgraded	12 Aug 2025
RBC Capital Mike Dahl	$184	Underperform Maintained	8 Aug 2025

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Financial journalist opinion

Installed Building Products Announces the Acquisition of Carolina Precision Fibers ACP, LLC DBA Carolina Precision Fibers

COLUMBUS, Ohio--(BUSINESS WIRE)--Installed Building Products, Inc. (the “Company” or “IBP”) (NYSE: IBP), an industry-leading installer of insulation and complementary building products, today announced the acquisition of Carolina Precision Fibers ACP, LLC (“CPF”) doing business as Carolina Precision Fibers. Located in Ronda, North Carolina, CPF manufactures cellulose-based insulation for homes, hydromulch for erosion control, and composite materials used in industrial applications. The company.

Installed Building Products Announces the Acquisition of Carolina Precision Fibers ACP, LLC DBA Carolina Precision Fibers

Installed Building Products: Hard To Justify Current Valuation With Poor Near-Term Outlook (Rating Downgrade)

Downgrading IBP to hold due to management's cautious tone, softer housing outlook, slower acquisitions, and a stretched 25x forward PE valuation. Q2 results were solid, with record revenue and strong commercial segment growth, especially in heavy commercial projects driven by data center demand. Short-term headwinds include weaker single- and multi-family housing demand, delayed recovery, and underwhelming acquisition pace versus targets.

Installed Building Products: Hard To Justify Current Valuation With Poor Near-Term Outlook (Rating Downgrade)

Installed Building Products Stock: Rally Holds, But Long-Term Risks Loom

Installed Building Products IBP is currently in Phase 17 of its 18-phase Adhishthana cycle. While the stock's rally may appear strong for now, a closer look under the Adhishthana framework raises questions about its sustainability over the long term.

Installed Building Products Stock: Rally Holds, But Long-Term Risks Loom

Installed Building Products, Inc. (IBP) Q2 2025 Earnings Call Transcript

Installed Building Products, Inc. (NYSE:IBP ) Q2 2025 Earnings Conference Call August 7, 2025 10:00 AM ET Company Participants Darren Thomas Hicks - Vice President of Investor Relations Jeffrey W. Edwards - Chairman, CEO & President Michael Thomas Miller - CFO, Executive VP of Finance & Director Conference Call Participants Alexander William Isaac - JPMorgan Chase & Co, Research Division Collin Andrew Verron - Deutsche Bank AG, Research Division Kenneth Robinson Zener - Seaport Research Partners Michael Glaser Dahl - RBC Capital Markets, Research Division Stephen Kim - Evercore ISI Institutional Equities, Research Division Susan Marie Maklari - Goldman Sachs Group, Inc., Research Division Operator Greetings, and welcome to the Installed Building Products Second Quarter 2025 Financial Results Conference Call.

Installed Building Products, Inc. (IBP) Q2 2025 Earnings Call Transcript

Giverny Trims Progressive, Exits M&T, Adds Kinsale And Fiserv

Exited M&T Bank due to concerns over sluggish growth, increased competition, and limited opportunities in slow-growing markets despite strong fundamentals. Trimmed Progressive Corp. as auto insurance profitability peaks; remain positive but expect lower future returns due to rising competition and cyclical pressures. Added to Kinsale Capital after market overreaction to short-term results; confident in its efficiency, growth, and profit margins within commercial insurance.

Giverny Trims Progressive, Exits M&T, Adds Kinsale And Fiserv

Zacks Investment Research

Installed Building Products (IBP) Beats Q2 Earnings and Revenue Estimates

Installed Building Products (IBP) came out with quarterly earnings of $2.95 per share, beating the Zacks Consensus Estimate of $2.45 per share. This compares to earnings of $3.02 per share a year ago.

Installed Building Products (IBP) Beats Q2 Earnings and Revenue Estimates

The Motley Fool

IBP Earnings Jump 3%

Installed Building Products (IBP 13.45%), one of the largest insulation installers in the United States, reported its second quarter earnings on August 7, 2025. The company's headline news was record GAAP revenue of $760.3 million in Q2 2025, handily beating the consensus GAAP estimate of $711.4 million.

IBP Earnings Jump 3%

Installed Building Products Reports Record Second Quarter 2025 Results; Declares Regular Quarterly Cash Dividend

COLUMBUS, Ohio--(BUSINESS WIRE)--Installed Building Products, Inc. (the "Company" or "IBP") (NYSE: IBP), an industry-leading installer of insulation and complementary building products, today announced results for the second quarter ended June 30, 2025. Second Quarter 2025 Highlights (Comparisons are to Prior Year Period) Net revenue increased 3.1% to a second quarter record of $760.3 million Installation revenue increased 2.6% to $715.6 million, including sales from IBP's recent acquisitions O.

Installed Building Products Reports Record Second Quarter 2025 Results; Declares Regular Quarterly Cash Dividend

Zacks Investment Research

New Strong Sell Stocks for July 28th

ARR, GSHD and IBP have been added to the Zacks Rank #5 (Strong Sell) List on July 28, 2025.

New Strong Sell Stocks for July 28th

Installed Building Products to Report Second Quarter 2025 Financial Results

COLUMBUS, Ohio--(BUSINESS WIRE)--Installed Building Products, Inc. (the “Company”) (NYSE: IBP), an industry-leading installer of insulation and complementary building products, announced today that the Company will release its second quarter financial results on August 7, 2025. A webcast and conference call will be held that same day at 10:00 a.m. (Eastern Time) to review the Company's results. Webcast: The conference call will be available on the investor relations section of the Company's web.

Installed Building Products to Report Second Quarter 2025 Financial Results

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