Builders FirstSourceBLDR
About: Builders FirstSource Inc is a manufacturer and supplier of building materials. The company offers structural and related building products such as factory-built roof and floor trusses, wall panels and stairs, vinyl windows, custom millwork and trim, and engineered wood. The products can be designed for each home individually and are installed by Builders FirstSource. The company's construction-related services include professional installation, turn-key framing, and shell construction. Builders FirstSource's customers range from large production builders to small custom homebuilders.
Employees: 29,000
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
23% more funds holding in top 10
Funds holding in top 10: 13 [Q4 2024] → 16 (+3) [Q1 2025]
4% more repeat investments, than reductions
Existing positions increased: 295 | Existing positions reduced: 283
0.76% more ownership
Funds ownership: 94.36% [Q4 2024] → 95.12% (+0.76%) [Q1 2025]
7% less call options, than puts
Call options by funds: $145M | Put options by funds: $157M
5% less funds holding
Funds holding: 804 [Q4 2024] → 765 (-39) [Q1 2025]
12% less capital invested
Capital invested by funds: $15.5B [Q4 2024] → $13.7B (-$1.79B) [Q1 2025]
16% less first-time investments, than exits
New positions opened: 107 | Existing positions closed: 128
Research analyst outlook
9 Wall Street Analysts provided 1 year price targets over the past 3 months
9 analyst ratings
RBC Capital Mike Dahl | 19%upside $132 | Outperform Reiterated | 15 May 2025 |
Stifel W. Andrew Carter | 6%upside $118 | Hold Maintained | 5 May 2025 |
BMO Capital Ketan Mamtora | 21%upside $135 | Market Perform Maintained | 5 May 2025 |
UBS John Lovallo | 46%upside $163 | Buy Maintained | 2 May 2025 |
Stephens & Co. Trey Grooms | 26%upside $140 | Overweight Maintained | 2 May 2025 |
Financial journalist opinion
Based on 9 articles about BLDR published over the past 30 days









