TopBuild (NYSE:BLD) Price Target Lowered to $500.00 at Benchmark

TopBuild (NYSE:BLD) had its target price decreased by Benchmark from $515.00 to $500.00 in a report issued on Friday morning,Benzinga reports. Benchmark currently has a buy rating on the construction company’s stock.

A number of other analysts also recently issued reports on BLD. Evercore reduced their price target on shares of TopBuild from $449.00 to $448.00 and set an “in-line” rating on the stock in a report on Wednesday, November 5th. Jefferies Financial Group lifted their price objective on shares of TopBuild from $518.00 to $536.00 and gave the stock a “buy” rating in a research note on Monday, December 15th. Royal Bank Of Canada started coverage on TopBuild in a report on Thursday, November 20th. They set a “sector perform” rating and a $410.00 price objective for the company. Wells Fargo & Company upped their target price on shares of TopBuild from $540.00 to $600.00 and gave the stock an “overweight” rating in a research note on Wednesday, February 11th. Finally, DA Davidson restated a “buy” rating and issued a $485.00 price objective on shares of TopBuild in a report on Wednesday, December 10th. One analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating and five have issued a Hold rating to the stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $439.26.

TopBuild Stock Performance

NYSE BLD traded down $20.29 during trading hours on Friday, hitting $447.69. 443,674 shares of the company’s stock traded hands, compared to its average volume of 316,589. TopBuild has a 52 week low of $266.26 and a 52 week high of $559.47. The firm has a market capitalization of $12.57 billion, a P/E ratio of 24.46, a P/E/G ratio of 7.56 and a beta of 1.70. The company has a current ratio of 2.90, a quick ratio of 2.45 and a debt-to-equity ratio of 1.26. The business’s fifty day moving average price is $479.99 and its two-hundred day moving average price is $444.31.

TopBuild (NYSE:BLD) last posted its quarterly earnings data on Thursday, February 26th. The construction company reported $4.50 earnings per share for the quarter, beating analysts’ consensus estimates of $4.39 by $0.11. The firm had revenue of $1.50 billion for the quarter, compared to analysts’ expectations of $1.49 billion. TopBuild had a return on equity of 26.12% and a net margin of 9.65%.The business’s quarterly revenue was up 13.2% on a year-over-year basis. During the same period in the previous year, the firm earned $5.13 EPS. Equities research analysts predict that TopBuild will post 20.97 EPS for the current year.

Institutional Inflows and Outflows

Several hedge funds have recently added to or reduced their stakes in BLD. Greenleaf Trust raised its position in TopBuild by 1.8% in the fourth quarter. Greenleaf Trust now owns 1,214 shares of the construction company’s stock valued at $506,000 after purchasing an additional 22 shares during the period. Root Financial Partners LLC boosted its stake 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 buying an additional 22 shares during the period. UMB Bank n.a. grew its holdings in TopBuild by 6.1% during the 4th quarter. UMB Bank n.a. now owns 384 shares of the construction company’s stock worth $160,000 after acquiring an additional 22 shares in the last quarter. Parallel Advisors LLC grew its stake in shares of TopBuild by 50.0% during the fourth quarter. Parallel Advisors LLC now owns 75 shares of the construction company’s stock worth $31,000 after purchasing an additional 25 shares in the last quarter. Finally, MAI Capital Management increased 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 acquiring an additional 26 shares during the last quarter. 95.67% of the stock is currently owned by hedge funds and other institutional investors.

Key Stories Impacting TopBuild

Here are the key news stories impacting TopBuild this week:

• Positive Sentiment: Wells Fargo cut its price target from $600 to $525 but kept an Overweight rating, leaving material upside vs. the current price — shows continued analyst conviction despite the reset. Benzinga
• Positive Sentiment: Benchmark trimmed its target from $515 to $500 but maintained a Buy — another buy-side vote that implies double-digit upside from current levels. Benzinga
• Positive Sentiment: TopBuild returned $434.2M to shareholders via share repurchases in 2025 and has substantial remaining buyback capacity (~$753.9M), supporting EPS and signaling management confidence. TopBuild Q4 press release
• Positive Sentiment: Institutional buying: Aster Capital disclosed a new ~ $598k position in BLD, indicating some funds are adding exposure after the results. Aster Capital buys BLD
• Neutral Sentiment: RBC bumped its target modestly from $410 to $433 and left a Sector Perform rating — a mixed signal (slightly higher target but no upgrade). Benzinga
• Neutral Sentiment: Q4 results: revenue (~$1.49B) roughly in line with expectations and EPS of $4.50 beat consensus by $0.11, but EPS and net income were down versus a year ago — topline growth was acquisition-driven. Yahoo Finance: Q4 results
• Negative Sentiment: Profitability compression: reported operating and net margins declined (YoY net income and EPS down), driven by SG&A increases, acquisition-related costs and inventory step-ups that weighed on Specialty Distribution margins. Those margin hits are a key reason sentiment turned negative despite revenue growth. TopBuild Q4 press release
• Negative Sentiment: Higher leverage and interest costs: long-term debt rose materially after 2025 acquisitions and interest expense increased, raising financial risk and weighing on adjusted earnings expectations. This is amplifying investor caution. TopBuild Q4 press release
• Negative Sentiment: Insider selling: recent insider share sales (including by the CEO) have been reported, which can add to near-term downward pressure on the stock. Quiver / summary

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.