Royal Bank Of Canada Increases TopBuild (NYSE:BLD) Price Target to $433.00

TopBuild (NYSE:BLD) had its price objective hoisted by equities researchers at Royal Bank Of Canada from $410.00 to $433.00 in a report released on Friday,Benzinga reports. The brokerage currently has a “sector perform” rating on the construction company’s stock. Royal Bank Of Canada’s price target would indicate a potential downside of 3.96% from the stock’s previous close.

A number of other equities research analysts also recently commented on BLD. Benchmark cut their target price on shares of TopBuild from $515.00 to $500.00 and set a “buy” rating for the company in a research report on Friday. Jefferies Financial Group raised their price objective on shares of TopBuild from $518.00 to $536.00 and gave the company a “buy” rating in a research report on Monday, December 15th. DA Davidson restated a “buy” rating and issued a $485.00 price target on shares of TopBuild in a research note on Wednesday, December 10th. Weiss Ratings raised TopBuild from a “hold (c+)” rating to a “buy (b-)” rating in a report on Thursday, February 5th. Finally, Wells Fargo & Company lifted their price target on TopBuild from $540.00 to $600.00 and gave the stock an “overweight” rating in a research report on Wednesday, February 11th. One equities research analyst has rated the stock with a Strong Buy rating, ten have issued a Buy rating and five have given a Hold rating to the stock. According to MarketBeat.com, TopBuild currently has an average rating of “Moderate Buy” and a consensus price target of $439.26.

TopBuild Price Performance

NYSE BLD traded down $17.15 during trading hours on Friday, reaching $450.83. 156,169 shares of the stock traded hands, compared to its average volume of 315,396. TopBuild has a 1 year low of $266.26 and a 1 year high of $559.47. The company has a debt-to-equity ratio of 1.26, a current ratio of 2.90 and a quick ratio of 2.45. The stock has a 50 day simple moving average of $479.57 and a two-hundred day simple moving average of $444.08. The company has a market cap of $12.66 billion, a price-to-earnings ratio of 22.87, a price-to-earnings-growth ratio of 7.84 and a beta of 1.70.

TopBuild (NYSE:BLD) last posted its quarterly earnings results on Thursday, February 26th. The construction company reported $4.50 EPS for the quarter, beating analysts’ consensus estimates of $4.39 by $0.11. TopBuild had a net margin of 10.84% and a return on equity of 27.10%. The company had revenue of $1.50 billion during the quarter, compared to analyst estimates of $1.49 billion. During the same period in the prior year, the business posted $5.13 EPS. The firm’s revenue was up 13.2% compared to the same quarter last year. On average, analysts predict that TopBuild will post 20.97 EPS for the current fiscal year.

Institutional Inflows and Outflows

Institutional investors have recently modified their holdings of the stock. Greenleaf Trust lifted its holdings in shares of TopBuild by 1.8% in the 4th quarter. Greenleaf Trust now owns 1,214 shares of the construction company’s stock worth $506,000 after acquiring an additional 22 shares during the last quarter. Root Financial Partners LLC increased its holdings in shares of TopBuild by 25.3% in the 4th quarter. Root Financial Partners LLC now owns 109 shares of the construction company’s stock valued at $45,000 after acquiring an additional 22 shares during the last quarter. UMB Bank n.a. raised its holdings in TopBuild by 6.1% during the fourth quarter. UMB Bank n.a. now owns 384 shares of the construction company’s stock worth $160,000 after purchasing an additional 22 shares in the last quarter. Parallel Advisors LLC lifted its position in TopBuild by 50.0% in the fourth quarter. Parallel Advisors LLC now owns 75 shares of the construction company’s stock valued at $31,000 after acquiring an additional 25 shares during the last quarter. Finally, MAI Capital Management lifted its holdings in shares of TopBuild by 28.3% in the 2nd quarter. MAI Capital Management now owns 118 shares of the construction company’s stock valued at $38,000 after purchasing an additional 26 shares during the last quarter. Hedge funds and other institutional investors own 95.67% of the company’s stock.

More TopBuild News

Here are the key news stories impacting TopBuild this week:

• Positive Sentiment: Q4 results beat consensus: TopBuild reported $4.50 EPS vs. $4.39 expected and ~ $1.49–$1.50B revenue, with sales up 13.2% year-over-year (driven largely by acquisitions). The beat supports the company’s top-line growth story. TopBuild Q4 results
• Positive Sentiment: Aggressive M&A is expanding commercial/industrial exposure: TopBuild completed seven acquisitions in 2025 (adding ~ $1.2B in annual revenue) including SPI and Progressive Roofing, and announced Johnson Roofing (Texas) to boost its commercial roofing platform — supporting secular growth outside residential new builds. Press release
• Positive Sentiment: Large shareholder returns: TopBuild repurchased ~1.37M shares in 2025 for $434.2M and has ~$754M remaining buyback capacity — a sign of management confidence and support for EPS. Quiver summary
• Positive Sentiment: Analyst/coverage notes point to long-term growth: recent Zacks write-ups highlight TopBuild’s style scores and growth runway, which may underpin buy-side interest for longer-term investors. Zacks: long-term case
• Neutral Sentiment: Small institutional activity: Aster Capital Management disclosed a new ~$598k stake — incremental institutional interest but not a material position on its own. Aster Capital stake
• Neutral Sentiment: Full earnings call transcript and slide deck available — useful for parsing management’s assumptions on housing starts, M&A cadence and synergy realization timelines. Earnings call transcript
• Negative Sentiment: Profitability, leverage and cash-flow trade-offs: GAAP net income and margins declined vs. prior year (EPS down from $5.13 to $4.50), adjusted EBITDA margin dipped, and long-term debt rose materially after acquisitions — driving higher interest expense and investor concern about near-term earnings quality. Management flagged mid-single-digit residential declines for 2026. Press release (financials & guidance)
• Negative Sentiment: Market reaction / sell-pressure explanation: commentary, higher SG&A and conservative assumptions about residential weakness plus the above leverage concerns help explain intraday selling pressure. Articles summarizing why shares are falling point to these mixed signals despite the headline beat. Why shares are falling

About TopBuild

TopBuild Corp. (NYSE: BLD) is a leading installer and distributor of insulation and building material products serving primarily the U.S. construction market. Headquartered in Daytona Beach, Florida, the company was formed in 2011 as a spin-off from ABF Freight System and has since grown through a combination of organic expansion and targeted acquisitions. TopBuild’s core mission is to enhance energy efficiency and comfort in new residential and light commercial construction projects by providing comprehensive insulation solutions and related services.

The company operates through two main segments.