Wells Fargo & Company Has Lowered Expectations for TopBuild (NYSE:BLD) Stock Price

TopBuild (NYSE:BLD) had its target price decreased by stock analysts at Wells Fargo & Company from $600.00 to $525.00 in a research note issued on Friday,Benzinga reports. The firm presently has an “overweight” rating on the construction company’s stock. Wells Fargo & Company‘s price objective points to a potential upside of 17.27% from the company’s previous close.

Other research analysts have also issued research reports about the stock. Evercore lowered their target price on shares of TopBuild from $449.00 to $448.00 and set an “in-line” rating for the company in a research note on Wednesday, November 5th. Royal Bank Of Canada increased their price objective on shares of TopBuild from $410.00 to $433.00 and gave the stock a “sector perform” rating in a research report on Friday. DA Davidson reiterated a “buy” rating and issued a $485.00 target price on shares of TopBuild in a report on Wednesday, December 10th. Benchmark decreased their price target on TopBuild from $515.00 to $500.00 and set a “buy” rating on the stock in a research note on Friday. Finally, Jefferies Financial Group raised their price target on TopBuild from $518.00 to $536.00 and gave the stock a “buy” rating in a research report on Monday, December 15th. One research analyst has rated the stock with a Strong Buy rating, nine have issued a Buy rating and six have given a Hold rating to the company’s stock. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average target price of $439.26.

TopBuild Trading Down 4.3%

Shares of TopBuild stock opened at $447.69 on Friday. The stock has a 50 day moving average of $479.99 and a 200 day moving average of $444.41. The company has a debt-to-equity ratio of 1.26, a quick ratio of 2.45 and a current ratio of 2.90. The firm has a market capitalization of $12.57 billion, a price-to-earnings ratio of 24.46, a PEG ratio of 7.24 and a beta of 1.70. TopBuild has a fifty-two week low of $266.26 and a fifty-two week high of $559.47.

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

Institutional Trading of TopBuild

Several hedge funds have recently added to or reduced their stakes in BLD. Greenleaf Trust grew its holdings in TopBuild by 1.8% during 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 in the last quarter. Root Financial Partners LLC lifted its position in shares of TopBuild by 25.3% during the 4th quarter. Root Financial Partners LLC now owns 109 shares of the construction company’s stock worth $45,000 after purchasing an additional 22 shares during the last quarter. UMB Bank n.a. grew its stake in shares of 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 increased its holdings 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 buying an additional 25 shares during the last quarter. Finally, MAI Capital Management raised its position in shares of TopBuild by 28.3% during the 2nd quarter. MAI Capital Management now owns 118 shares of the construction company’s stock worth $38,000 after acquiring an additional 26 shares in the last quarter. Institutional investors and hedge funds own 95.67% of the company’s stock.

TopBuild News Roundup

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

TopBuild Company Profile

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.