Wells Fargo & Company Lowers Installed Building Products (NYSE:IBP) Price Target to $340.00

Installed Building Products (NYSE:IBP) had its target price dropped by equities researchers at Wells Fargo & Company from $355.00 to $340.00 in a report issued on Friday,Benzinga reports. The brokerage currently has an “equal weight” rating on the construction company’s stock. Wells Fargo & Company‘s price target points to a potential upside of 3.50% from the stock’s previous close.

A number of other brokerages have also issued reports on IBP. Evercore set a $265.00 target price on Installed Building Products in a research report on Thursday, November 6th. JPMorgan Chase & Co. reissued an “underweight” rating and set a $245.00 target price on shares of Installed Building Products in a research note on Tuesday, January 13th. Benchmark lowered shares of Installed Building Products from a “buy” rating to a “hold” rating in a research note on Wednesday, February 11th. Weiss Ratings upgraded Installed Building Products from a “hold (c+)” rating to a “buy (b-)” rating in a report on Monday, February 9th. Finally, Royal Bank Of Canada boosted their price objective on Installed Building Products from $184.00 to $203.00 and gave the stock an “underperform” rating in a research note on Thursday, November 6th. One research analyst has rated the stock with a Buy rating, eleven have assigned a Hold rating and two have assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Reduce” and an average price target of $249.75.

Installed Building Products Stock Performance

Installed Building Products stock traded up $6.48 during mid-day trading on Friday, hitting $328.49. The company had a trading volume of 195,617 shares, compared to its average volume of 324,950. The company has a current ratio of 2.78, a quick ratio of 2.28 and a debt-to-equity ratio of 1.25. The company has a market capitalization of $8.91 billion, a price-to-earnings ratio of 35.48, a P/E/G ratio of 7.01 and a beta of 1.92. The company’s fifty day moving average is $299.42 and its 200-day moving average is $273.76. Installed Building Products has a 12-month low of $150.83 and a 12-month high of $349.00.

Installed Building Products (NYSE:IBP) last released its quarterly earnings results on Thursday, February 26th. The construction company reported $3.24 earnings per share for the quarter, topping analysts’ consensus estimates of $2.83 by $0.41. Installed Building Products had a return on equity of 62.74% and a net margin of 8.60%.The company had revenue of $747.50 million during the quarter, compared to analysts’ expectations of $738.97 million. During the same quarter in the prior year, the firm posted $2.88 EPS. Installed Building Products’s quarterly revenue was down .4% compared to the same quarter last year. Equities research analysts predict that Installed Building Products will post 10.66 EPS for the current year.

Institutional Trading of Installed Building Products

A number of institutional investors and hedge funds have recently bought and sold shares of the business. Apollon Wealth Management LLC purchased a new stake in shares of Installed Building Products during the third quarter worth $481,000. Bayforest Capital Ltd grew its stake in Installed Building Products by 180.0% during the 3rd quarter. Bayforest Capital Ltd now owns 2,853 shares of the construction company’s stock worth $704,000 after purchasing an additional 1,834 shares in the last quarter. Blalock Williams LLC purchased a new stake in Installed Building Products during the 3rd quarter worth about $792,000. Envestnet Asset Management Inc. raised its position in Installed Building Products by 16.3% in the 3rd quarter. Envestnet Asset Management Inc. now owns 131,850 shares of the construction company’s stock valued at $32,522,000 after purchasing an additional 18,487 shares in the last quarter. Finally, Timucuan Asset Management Inc. FL boosted its stake in shares of Installed Building Products by 73.2% in the 2nd quarter. Timucuan Asset Management Inc. FL now owns 866,577 shares of the construction company’s stock valued at $156,261,000 after buying an additional 366,250 shares during the period. 99.61% of the stock is currently owned by hedge funds and other institutional investors.

Key Stories Impacting Installed Building Products

Here are the key news stories impacting Installed Building Products this week:

• Positive Sentiment: Q4 earnings and revenue beat consensus: IBP reported EPS of $3.24 vs. consensus ~$2.83 and revenue of $747.5M vs. ~$739M, driven by margin strength and cost control. The beat is a primary catalyst for the stock’s gain. Zacks: IBP Q4 Earnings and Revenues Beat Estimates
• Positive Sentiment: Company announced record fourth-quarter and FY‑2025 profitability (strong ROE of ~62.7% and net margin ~8.6%), reinforcing confidence in operating leverage and pricing/execution. This shows management delivered on margins despite mixed top‑line trends. BusinessWire: IBP Reports Record Profitability
• Positive Sentiment: Special cash dividend declared: IBP will pay a $1.80/share special dividend to holders of record March 13, payable March 31 (ex-dividend March 13). The one‑time payout shifts the story toward shareholder returns and likely supported the rally.
• Neutral Sentiment: Market/coverage notes: An analyst at Vertical Research upgraded IBP from Sell to Hold with a $326 target (slightly below current levels), which reduces negative pressure from a prior Sell rating but implies limited near‑term upside from that shop. Finviz: Analyst Note
• Neutral Sentiment: Investor materials and call transcript available — management provided an earnings presentation and Q4 earnings call transcript that investors can use to assess guidance, M&A cadence and margin sustainability. Seeking Alpha: Q4 Earnings Call Transcript
• Negative Sentiment: Top-line softness in parts of the business: net revenue was down ~0.4% YoY and installation revenue fell ~2.2% versus last year, highlighting some demand pressure that could limit upside if trends persist. BusinessWire: Full Results

About Installed Building Products

Installed Building Products, Inc (NYSE: IBP) is a leading national installer of specialty building products serving the U.S. residential construction market. The company partners with homebuilders and contractors to deliver a comprehensive range of interior and exterior finishing services, including insulation, drywall finishing, protective coatings and basement waterproofing systems. By offering a single-source solution, Installed Building Products helps streamline project coordination and ensures consistent service quality across multiple trades.

Founded in 1977 and headquartered in Columbus, Ohio, Installed Building Products has expanded from a regional insulation installer into a nationwide platform operating in nearly every state.