Builders FirstSource (NYSE:BLDR) Reaches New 52-Week Low – Here’s Why

19 May 2026, 11:45 by Doug Wharley · The Cerbat Gem

Builders FirstSource, Inc. (NYSE:BLDR – Get Free Report)’s share price hit a new 52-week low during mid-day trading on Tuesday . The stock traded as low as $67.00 and last traded at $68.2040, with a volume of 212106 shares changing hands. The stock had previously closed at $70.18.

Analyst Upgrades and Downgrades

Several research analysts have recently issued reports on BLDR shares. KeyCorp lowered their target price on shares of Builders FirstSource from $145.00 to $100.00 and set an “overweight” rating for the company in a report on Friday, May 1st. Truist Financial lowered their target price on shares of Builders FirstSource from $145.00 to $115.00 and set a “buy” rating for the company in a report on Thursday, April 30th. The Goldman Sachs Group lowered their target price on shares of Builders FirstSource from $110.00 to $101.00 in a report on Friday, May 1st. Stifel Nicolaus lowered their target price on shares of Builders FirstSource from $115.00 to $93.00 and set a “hold” rating for the company in a report on Monday, March 16th. Finally, Jefferies Financial Group lowered their target price on shares of Builders FirstSource from $85.00 to $80.00 and set a “hold” rating for the company in a report on Monday, May 4th. Nine research analysts have rated the stock with a Buy rating, eleven have issued a Hold rating and four have given a Sell rating to the company’s stock. According to data from MarketBeat.com, Builders FirstSource presently has an average rating of “Hold” and an average price target of $101.88.

Check Out Our Latest Research Report on BLDR

Builders FirstSource Stock Performance

The company has a quick ratio of 1.09, a current ratio of 1.76 and a debt-to-equity ratio of 1.15. The stock has a fifty day moving average of $83.60 and a 200-day moving average of $101.34. The stock has a market cap of $7.26 billion, a PE ratio of 25.91, a price-to-earnings-growth ratio of 1.69 and a beta of 1.49.

Builders FirstSource (NYSE:BLDR – Get Free Report) last released its quarterly earnings results on Thursday, April 30th. The company reported $0.27 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.39 by ($0.12). Builders FirstSource had a return on equity of 14.89% and a net margin of 1.97%.The company had revenue of $3.29 billion for the quarter, compared to analysts’ expectations of $3.17 billion. During the same period in the prior year, the business earned $1.51 EPS. The business’s quarterly revenue was down 10.1% compared to the same quarter last year. On average, equities analysts forecast that Builders FirstSource, Inc. will post 4.26 EPS for the current year.

Builders FirstSource declared that its board has initiated a share buyback program on Thursday, April 30th that authorizes the company to buyback $500.00 million in outstanding shares. This buyback authorization authorizes the company to buy up to 5.4% of its shares through open market purchases. Shares buyback programs are typically an indication that the company’s leadership believes its stock is undervalued.

Insider Activity

In related news, Director Paul S. Levy purchased 50,000 shares of the stock in a transaction that occurred on Friday, March 13th. The shares were purchased at an average price of $87.73 per share, with a total value of $4,386,500.00. Following the completion of the acquisition, the director directly owned 1,727,191 shares in the company, valued at $151,526,466.43. This represents a 2.98% increase in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. 2.70% of the stock is currently owned by corporate insiders.

Hedge Funds Weigh In On Builders FirstSource

Hedge funds and other institutional investors have recently made changes to their positions in the stock. Capital International Investors acquired a new stake in shares of Builders FirstSource in the 3rd quarter worth $429,640,000. Northwestern Mutual Wealth Management Co. lifted its stake in shares of Builders FirstSource by 99,084.1% in the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 2,241,561 shares of the company’s stock worth $230,634,000 after acquiring an additional 2,239,301 shares during the period. Franklin Resources Inc. lifted its stake in shares of Builders FirstSource by 2,498.8% in the 3rd quarter. Franklin Resources Inc. now owns 1,854,525 shares of the company’s stock worth $224,861,000 after acquiring an additional 1,783,164 shares during the period. Sands Capital Management LLC lifted its stake in shares of Builders FirstSource by 139.1% in the 3rd quarter. Sands Capital Management LLC now owns 2,430,902 shares of the company’s stock worth $294,747,000 after acquiring an additional 1,414,129 shares during the period. Finally, Victory Capital Management Inc. lifted its stake in shares of Builders FirstSource by 235.1% in the 3rd quarter. Victory Capital Management Inc. now owns 1,893,483 shares of the company’s stock worth $229,585,000 after acquiring an additional 1,328,363 shares during the period. Hedge funds and other institutional investors own 95.53% of the company’s stock.

About Builders FirstSource

(Get Free Report)

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.