Grange Capital LLC Purchases 7,261 Shares of Builders FirstSource, Inc. $BLDR

Grange Capital LLC increased its holdings in Builders FirstSource, Inc. (NYSE:BLDR) by 61.4% during the third quarter, HoldingsChannel reports. The institutional investor owned 19,088 shares of the company’s stock after acquiring an additional 7,261 shares during the quarter. Builders FirstSource comprises 2.2% of Grange Capital LLC’s investment portfolio, making the stock its 15th biggest position. Grange Capital LLC’s holdings in Builders FirstSource were worth $2,314,000 at the end of the most recent reporting period.

Several other large investors also recently added to or reduced their stakes in BLDR. State Street Corp raised its holdings in shares of Builders FirstSource by 0.6% in the 2nd quarter. State Street Corp now owns 5,026,553 shares of the company’s stock valued at $586,548,000 after acquiring an additional 29,443 shares in the last quarter. Brave Warrior Advisors LLC grew its holdings in shares of Builders FirstSource by 47.2% during the second quarter. Brave Warrior Advisors LLC now owns 1,827,261 shares of the company’s stock worth $213,223,000 after purchasing an additional 585,683 shares in the last quarter. Massachusetts Financial Services Co. MA increased its position in shares of Builders FirstSource by 5.0% in the second quarter. Massachusetts Financial Services Co. MA now owns 1,556,151 shares of the company’s stock worth $181,587,000 after purchasing an additional 74,681 shares during the last quarter. Norges Bank bought a new position in shares of Builders FirstSource in the second quarter worth approximately $147,994,000. Finally, Charles Schwab Investment Management Inc. raised its stake in Builders FirstSource by 1.6% in the second quarter. Charles Schwab Investment Management Inc. now owns 924,296 shares of the company’s stock valued at $107,856,000 after purchasing an additional 14,430 shares in the last quarter. Institutional investors own 95.53% of the company’s stock.

Builders FirstSource Trading Up 0.1%

Shares of BLDR stock opened at $114.85 on Wednesday. The business has a 50-day moving average of $114.54 and a 200 day moving average of $120.50. The company has a debt-to-equity ratio of 1.03, a current ratio of 1.79 and a quick ratio of 1.15. Builders FirstSource, Inc. has a 1-year low of $94.35 and a 1-year high of $153.91. The stock has a market capitalization of $12.70 billion, a PE ratio of 21.88, a P/E/G ratio of 14.36 and a beta of 1.56.

Builders FirstSource (NYSE:BLDR) last announced its quarterly earnings data on Tuesday, February 17th. The company reported $1.12 earnings per share for the quarter, missing the consensus estimate of $1.31 by ($0.19). The company had revenue of $3.36 billion during the quarter, compared to the consensus estimate of $3.46 billion. Builders FirstSource had a net margin of 3.79% and a return on equity of 21.28%. The business’s revenue for the quarter was down 12.1% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $2.31 EPS. As a group, sell-side analysts anticipate that Builders FirstSource, Inc. will post 11.59 earnings per share for the current year.

Key Headlines Impacting Builders FirstSource

Here are the key news stories impacting Builders FirstSource this week:

• Positive Sentiment: Management issued FY‑2026 revenue guidance of roughly $14.8B–$15.8B, a range that brackets the Street (~$15.2B), which investors can interpret as guidance that contains consensus upside if demand stabilizes. BusinessWire: Q4 and 2026 Outlook
• Neutral Sentiment: Company released full earnings materials (press release, slide deck, and earnings‑call transcript) — useful for digging into margin drivers, commodity deflation and regional performance but not a market catalyst by itself. Earnings Call Transcript Earnings Presentation
• Negative Sentiment: Q4 results missed expectations: adjusted EPS $1.12 vs. consensus ~$1.31 and revenue $3.36B vs. ~$3.46B; revenue declined double digits YoY and margins compressed — immediate negative earnings surprise pressured the stock. Investing.com: Q4 miss
• Negative Sentiment: Management warned annual profit margins will be below analyst estimates due to weak housing demand and pricing pressure—this reduces near‑term earnings visibility and is a key bearish driver. Reuters: Margin forecast below estimates
• Negative Sentiment: Full‑year sales weakness persists (annual sales down ~7.4% per distributor data) and management cited ongoing starts weakness and pricing pressure—macroeconomic/ housing trends remain the biggest risk for BLDR. MDM: Annual sales fall 7.4%

Analyst Ratings Changes

A number of equities analysts have commented on BLDR shares. UBS Group cut their price target on shares of Builders FirstSource from $166.00 to $143.00 and set a “buy” rating for the company in a research note on Tuesday, January 6th. Stifel Nicolaus dropped their price objective on shares of Builders FirstSource from $124.00 to $115.00 and set a “hold” rating for the company in a report on Tuesday, December 16th. Deutsche Bank Aktiengesellschaft reduced their target price on Builders FirstSource from $134.00 to $131.00 and set a “hold” rating on the stock in a research note on Monday, November 3rd. Weiss Ratings reaffirmed a “hold (c-)” rating on shares of Builders FirstSource in a research note on Wednesday, January 21st. Finally, Robert W. Baird set a $135.00 price objective on Builders FirstSource in a research report on Friday, October 31st. Nine investment analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and three have assigned a Sell rating to the stock. According to data from MarketBeat, the company currently has an average rating of “Hold” and a consensus target price of $134.02.

Builders FirstSource Profile

Builders FirstSource, Inc is a leading supplier of structural and value-added building products and services to professional contractors, homebuilders and remodelers. The company provides a comprehensive range of materials and prefabricated components that support all phases of residential construction, from site development and framing to finishing and installation.

The company’s core offerings include lumber and lumber sheet goods, windows and doors, millwork, roofing and siding, and engineered wood products such as roof and floor trusses.