GMS Inc
About: GMS Inc is a distributor of specialty building products including wallboard, suspended ceiling systems, ceilings, steel framing, and other complementary building products. The company serves its products to commercial new construction, commercial repair and remodel, residential new construction, and residential repair and remodel (R&R). Its geographical segment is Central, Midwest, New York, Northeast, Southern, Southeast, Southwest, Western and Canada. The company generates maximum revenue from Wallboard products.
Employees: 7,113
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
400% more funds holding in top 10
Funds holding in top 10: 1 [Q1] → 5 (+4) [Q2]
83% more first-time investments, than exits
New positions opened: 84 | Existing positions closed: 46
37% more capital invested
Capital invested by funds: $2.94B [Q1] → $4.03B (+$1.09B) [Q2]
31% more call options, than puts
Call options by funds: $66.7M | Put options by funds: $50.9M
12% more funds holding
Funds holding: 270 [Q1] → 302 (+32) [Q2]
7.29% less ownership
Funds ownership: 104.73% [Q1] → 97.44% (-7.29%) [Q2]
25% less repeat investments, than reductions
Existing positions increased: 83 | Existing positions reduced: 111
Research analyst outlook
7 Wall Street Analysts provided 1 year price targets over the past 3 months
7 analyst ratings
Barclays Matthew Bouley | 0%upside $110 | Equal-Weight Maintained | 1 Jul 2025 |
Truist Securities Keith Hughes | 0%upside $110 | Hold Maintained | 1 Jul 2025 |
DA Davidson Kurt Yinger | 0%upside $110 | Neutral Maintained | 1 Jul 2025 |
Loop Capital Jeffrey Stevenson | 0%upside $110 | Hold Maintained | 1 Jul 2025 |
RBC Capital Mike Dahl | 0%upside $110 | Sector Perform Maintained | 1 Jul 2025 |
Financial journalist opinion
Based on 5 articles about GMS published over the past 30 days
