Installed Building ProductsIBP
IBP
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
0
Funds holding %
of 7,439 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
13% more capital invested
Capital invested by funds: $4.55B [Q1] → $5.16B (+$609M) [Q2]
13% more repeat investments, than reductions
Existing positions increased: 140 | Existing positions reduced: 124
8.0% more ownership
Funds ownership: 95.67% [Q1] → 103.67% (+8.0%) [Q2]
0% more funds holding
Funds holding: 350 [Q1] → 351 (+1) [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: $3.89M | Put options by funds: $5.37M
Research analyst outlook
3 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$184
32%
downside
Avg. target
$220
18%
downside
High target
$252
6%
downside
3 analyst ratings
0 positive
0%
2 neutral
67%
1 negative
33%
Jefferies Philip Ng | 16%downside $225 | Hold Maintained | 12 Aug 2025 |
DA Davidson Kurt Yinger | 6%downside $252 | Neutral Downgraded | 12 Aug 2025 |
RBC Capital Mike Dahl | 32%downside $184 | Underperform Maintained | 8 Aug 2025 |
Financial journalist opinion
Based on 7 articles about IBP published over the past 30 days
Negative
Seeking Alpha
2 weeks ago
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.
Neutral
Benzinga
2 weeks ago
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.
Neutral
Seeking Alpha
2 weeks ago
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.
Neutral
Seeking Alpha
2 weeks ago
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.
Positive
Zacks Investment Research
2 weeks ago
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.
Neutral
The Motley Fool
2 weeks ago
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.
Neutral
Business Wire
2 weeks ago
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.
Negative
Zacks Investment Research
1 month ago
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.
Neutral
Business Wire
1 month ago
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.
Neutral
Business Wire
2 months ago
David Weekley Homes Awards Installed Building Products “National Preferred Partner” Distinction for Fifth Consecutive Year
COLUMBUS, Ohio--(BUSINESS WIRE)--Installed Building Products, Inc. (the "Company" or "IBP") (NYSE: IBP) earned the National Preferred Partner Award from David Weekley Homes' 21st annual National Preferred Partner Survey. The award recognizes field and manufacturing partners who have consistently operated at world-class quality and customer service levels, as determined by the home builder's supplier evaluation platform. For the fifth consecutive year, IBP is one of only 12 companies named a Nat.
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