Bank of New York Mellon Corp cut its stake in Installed Building Products, Inc. (NYSE:IBP – Free Report) by 2.5% in the first quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 156,873 shares of the construction company’s stock after selling 4,000 shares during the period. Bank of New York Mellon Corp owned approximately 0.58% of Installed Building Products worth $41,595,000 as of its most recent filing with the Securities and Exchange Commission (SEC).
Several other large investors also recently added to or reduced their stakes in the stock. Price T Rowe Associates Inc. MD boosted its position in shares of Installed Building Products by 26.9% during the 4th quarter. Price T Rowe Associates Inc. MD now owns 1,551,161 shares of the construction company’s stock valued at $402,356,000 after acquiring an additional 328,725 shares during the last quarter. Giverny Capital Inc. boosted its holdings in Installed Building Products by 0.9% in the 4th quarter. Giverny Capital Inc. now owns 519,236 shares of the construction company’s stock valued at $134,685,000 after purchasing an additional 4,500 shares during the last quarter. First Trust Advisors LP grew its stake in shares of Installed Building Products by 0.3% in the 4th quarter. First Trust Advisors LP now owns 400,748 shares of the construction company’s stock valued at $103,950,000 after buying an additional 1,238 shares during the period. Goldman Sachs Group Inc. grew its stake in shares of Installed Building Products by 52.7% in the 4th quarter. Goldman Sachs Group Inc. now owns 355,211 shares of the construction company’s stock valued at $92,138,000 after buying an additional 122,561 shares during the period. Finally, Charles Schwab Investment Management Inc. increased its holdings in shares of Installed Building Products by 1.6% during the 4th quarter. Charles Schwab Investment Management Inc. now owns 350,996 shares of the construction company’s stock worth $91,045,000 after buying an additional 5,384 shares during the last quarter. 99.61% of the stock is currently owned by hedge funds and other institutional investors.
Analysts Set New Price Targets Several equities research analysts have issued reports on IBP shares. Zacks Research raised Installed Building Products from a “strong sell” rating to a “hold” rating in a research note on Monday, July 13th. Royal Bank Of Canada set a $242.00 price target on Installed Building Products in a report on Monday, May 11th. Evercore set a $226.00 price objective on Installed Building Products in a research report on Friday, May 8th. DA Davidson reaffirmed a “neutral” rating and issued a $242.00 target price on shares of Installed Building Products in a research report on Monday, June 1st. Finally, Wall Street Zen lowered shares of Installed Building Products from a “buy” rating to a “hold” rating in a research note on Sunday, March 29th. One equities research analyst has rated the stock with a Buy rating, thirteen have issued a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat, Installed Building Products presently has an average rating of “Hold” and a consensus target price of $247.67.
Check Out Our Latest Stock Analysis on IBP
Installed Building Products Stock Performance Shares of IBP stock opened at $227.55 on Friday. The stock’s 50-day moving average is $216.83 and its two-hundred day moving average is $265.00. The company has a debt-to-equity ratio of 1.56, a quick ratio of 2.76 and a current ratio of 3.35. Installed Building Products, Inc. has a 1 year low of $193.11 and a 1 year high of $349.00. The firm has a market cap of $6.13 billion, a price-to-earnings ratio of 24.26, a PEG ratio of 5.34 and a beta of 1.69.
Installed Building Products (NYSE:IBP – Get Free Report) last posted its quarterly earnings data on Thursday, May 7th. The construction company reported $1.79 earnings per share for the quarter, missing the consensus estimate of $1.96 by ($0.17). Installed Building Products had a net margin of 8.65% and a return on equity of 42.28%. The firm had revenue of $660.50 million during the quarter, compared to analyst estimates of $668.92 million. During the same period in the previous year, the company posted $2.08 earnings per share. Installed Building Products’s revenue was down 3.5% compared to the same quarter last year. Analysts predict that Installed Building Products, Inc. will post 9.57 earnings per share for the current year.
Installed Building Products Announces Dividend The firm also recently announced a quarterly dividend, which was paid on Tuesday, June 30th. Stockholders of record on Monday, June 15th were issued a $0.39 dividend. This represents a $1.56 dividend on an annualized basis and a dividend yield of 0.7%. The ex-dividend date of this dividend was Monday, June 15th. Installed Building Products’s dividend payout ratio is presently 16.63%.
Insider Buying and Selling at Installed Building Products In related news, insider Jason R. Niswonger acquired 455 shares of Installed Building Products stock in a transaction on Monday, May 11th. The stock was purchased at an average cost of $214.80 per share, with a total value of $97,734.00. Following the purchase, the insider directly owned 17,122 shares in the company, valued at approximately $3,677,805.60. The trade was a 2.73% increase in their ownership of the stock. The purchase was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CFO Michael Thomas Miller purchased 990 shares of the firm’s stock in a transaction that occurred on Thursday, June 11th. The shares were bought at an average cost of $200.62 per share, with a total value of $198,613.80. Following the completion of the acquisition, the chief financial officer owned 34,209 shares of the company’s stock, valued at approximately $6,863,009.58. This trade represents a 2.98% increase in their ownership of the stock. The SEC filing for this purchase provides additional information. Insiders have acquired a total of 5,036 shares of company stock worth $1,042,807 over the last three months. 13.80% of the stock is currently owned by corporate insiders.
Installed Building Products Company Profile (Free Report)
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.
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COLUMBUS, Ohio--(BUSINESS WIRE)--Installed Building Products, Inc. (the “Company”) (NYSE: IBP), an industry-leading installer of insulation and complementary building products, announced today that the Company will release its second quarter 2026 financial results on August 6, 2026. A webcast and conference call will be held that same day at 10:00 a.m. (Eastern Time) to review the Company's results. Webcast: The conference call will be available on the investor relations section of the Company'.
Installed Building Products, Inc. (NYSE:IBP – Get Free Report) has been given a consensus rating of “Hold” by the fifteen analysts that are currently covering the stock, Marketbeat.com reports. One equities research analyst has rated the stock with a sell rating, thirteen have issued a hold rating and one has assigned a buy rating to the company. The average twelve-month target price among brokers that have covered the stock in the last year is $247.6667.
Several equities research analysts recently weighed in on IBP shares. Stephens dropped their price target on Installed Building Products from $300.00 to $240.00 and set an “equal weight” rating on the stock in a research report on Friday, May 8th. JPMorgan Chase & Co. reduced their price target on Installed Building Products from $284.00 to $195.00 and set an “underweight” rating on the stock in a research note on Wednesday, May 13th. Wells Fargo & Company decreased their price objective on Installed Building Products from $285.00 to $250.00 and set an “equal weight” rating for the company in a report on Friday, May 8th. Wall Street Zen lowered Installed Building Products from a “buy” rating to a “hold” rating in a research report on Sunday, March 29th. Finally, Truist Financial dropped their target price on shares of Installed Building Products from $250.00 to $200.00 and set a “hold” rating on the stock in a report on Friday, May 8th.
Get Our Latest Stock Report on IBP
Insider Buying and Selling at Installed Building Products In other Installed Building Products news, COO Brad A. Wheeler bought 716 shares of the firm’s stock in a transaction on Monday, May 11th. The stock was acquired at an average price of $209.13 per share, with a total value of $149,737.08. Following the completion of the purchase, the chief operating officer owned 14,988 shares of the company’s stock, valued at approximately $3,134,440.44. This trade represents a 5.02% increase in their ownership of the stock. The acquisition was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, CFO Michael Thomas Miller bought 990 shares of the firm’s stock in a transaction on Thursday, June 11th. The shares were acquired at an average cost of $200.62 per share, with a total value of $198,613.80. Following the purchase, the chief financial officer directly owned 34,209 shares of the company’s stock, valued at approximately $6,863,009.58. This represents a 2.98% increase in their position. The disclosure for this purchase is available in the SEC filing. Over the last three months, insiders acquired 5,036 shares of company stock worth $1,042,807. Insiders own 13.80% of the company’s stock.
Institutional Trading of Installed Building Products Several hedge funds and other institutional investors have recently made changes to their positions in the stock. MGO One Seven LLC grew its holdings in shares of Installed Building Products by 3.1% during the fourth quarter. MGO One Seven LLC now owns 1,133 shares of the construction company’s stock valued at $294,000 after buying an additional 34 shares during the last quarter. Legacy Wealth Asset Management LLC increased its position in shares of Installed Building Products by 2.6% during the fourth quarter. Legacy Wealth Asset Management LLC now owns 1,396 shares of the construction company’s stock valued at $362,000 after acquiring an additional 35 shares in the last quarter. Vanguard Personalized Indexing Management LLC raised its holdings in Installed Building Products by 2.0% in the 4th quarter. Vanguard Personalized Indexing Management LLC now owns 1,819 shares of the construction company’s stock worth $472,000 after acquiring an additional 35 shares during the last quarter. Maryland State Retirement & Pension System raised its holdings in Installed Building Products by 1.1% in the 4th quarter. Maryland State Retirement & Pension System now owns 3,315 shares of the construction company’s stock worth $860,000 after acquiring an additional 35 shares during the last quarter. Finally, Abel Hall LLC lifted its position in Installed Building Products by 2.8% in the 1st quarter. Abel Hall LLC now owns 1,289 shares of the construction company’s stock valued at $342,000 after acquiring an additional 35 shares in the last quarter. Hedge funds and other institutional investors own 99.61% of the company’s stock.
Installed Building Products Price Performance IBP stock opened at $224.91 on Thursday. The company has a debt-to-equity ratio of 1.56, a current ratio of 3.35 and a quick ratio of 2.76. Installed Building Products has a 1 year low of $193.11 and a 1 year high of $349.00. The firm has a 50-day moving average of $216.32 and a 200 day moving average of $265.58. The company has a market cap of $6.06 billion, a P/E ratio of 23.98, a PEG ratio of 5.32 and a beta of 1.69.
Installed Building Products (NYSE:IBP – Get Free Report) last posted its quarterly earnings data on Thursday, May 7th. The construction company reported $1.79 earnings per share for the quarter, missing the consensus estimate of $1.96 by ($0.17). Installed Building Products had a net margin of 8.65% and a return on equity of 42.28%. The firm had revenue of $660.50 million for the quarter, compared to the consensus estimate of $668.92 million. During the same period in the previous year, the firm posted $2.08 earnings per share. The business’s revenue was down 3.5% compared to the same quarter last year. On average, sell-side analysts forecast that Installed Building Products will post 9.57 EPS for the current year.
Installed Building Products Announces Dividend The firm also recently declared a quarterly dividend, which was paid on Tuesday, June 30th. Investors of record on Monday, June 15th were given a dividend of $0.39 per share. This represents a $1.56 dividend on an annualized basis and a yield of 0.7%. The ex-dividend date of this dividend was Monday, June 15th. Installed Building Products’s dividend payout ratio (DPR) is 16.63%.
Installed Building Products Company Profile (Get Free Report)
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.
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Investors interested in Building Products - Miscellaneous stocks are likely familiar with Titan America (TTAM - Free Report) and Installed Building Products (IBP - Free Report) . But which of these two stocks is more attractive to value investors? We'll need to take a closer look to find out.
The best way to find great value stocks is to pair a strong Zacks Rank with an impressive grade in the Value category of our Style Scores system. The proven Zacks Rank puts an emphasis on earnings estimates and estimate revisions, while our Style Scores work to identify stocks with specific traits.
Titan America and Installed Building Products are sporting Zacks Ranks of #2 (Buy) and #5 (Strong Sell), respectively, right now. This means that TTAM's earnings estimate revision activity has been more impressive, so investors should feel comfortable with its improving analyst outlook. But this is just one factor that value investors are interested in.
Value investors also tend to look at a number of traditional, tried-and-true figures to help them find stocks that they believe are undervalued at their current share price levels.
The Value category of the Style Scores system identifies undervalued companies by looking at a number of key metrics. These include the long-favored P/E ratio, P/S ratio, earnings yield, cash flow per share, and a variety of other fundamentals that help us determine a company's fair value.
TTAM currently has a forward P/E ratio of 16.93, while IBP has a forward P/E of 22.10. We also note that TTAM has a PEG ratio of 1.18. This figure is similar to the commonly-used P/E ratio, with the PEG ratio also factoring in a company's expected earnings growth rate. IBP currently has a PEG ratio of 5.25.
Another notable valuation metric for TTAM is its P/B ratio of 3.2. The P/B is a method of comparing a stock's market value to its book value, which is defined as total assets minus total liabilities. By comparison, IBP has a P/B of 9.11.
These metrics, and several others, help TTAM earn a Value grade of B, while IBP has been given a Value grade of D.
TTAM is currently sporting an improving earnings outlook, which makes it stick out in our Zacks Rank model. And, based on the above valuation metrics, we feel that TTAM is likely the superior value option right now.
COLUMBUS, Ohio--(BUSINESS WIRE)--Installed Building Products, Inc. (the “Company” or “IBP”) (NYSE: IBP), an industry-leading installer of insulation and complementary building products, was recognized as a winner in David Weekley Homes’ 22nd annual National Preferred Partner Survey.
For the sixth year in a row, IBP was one of 14 recipients in the “National Preferred Partner” category. David Weekley Homes analyzed 117 companies through a comprehensive survey and evaluation process that focused on world-class quality and customer service. Of those companies, only 23% were designated a National Preferred Partner.
“Receiving this recognition once again reflects the dedication our teams bring to their work every day,” said Brad Wheeler, Chief Operating Officer of IBP. “Our people take pride in delivering quality workmanship and dependable service, and we're proud to be recognized by David Weekley Homes for those efforts.”
This recognition comes at a time when reliable trade partners are increasingly important to the homebuilding industry. Builders continue to navigate labor and supply chain pressures while working to meet ongoing housing demand nationwide.
"Strong partnerships are at the core of how we operate, and being named a National Preferred Partner is meaningful confirmation that we're delivering on that promise,” said Jeff Hire, President of External Affairs.
“Throughout our 50 years as a company, David Weekley Homes has set a high bar for our National Preferred Partners. IBP consistently exceeds those standards and strengthens that legacy with their outstanding quality and service,” said John Schiegg, Vice President of Purchasing and Supply Chain Services for David Weekley Homes.
For more information about IBP, visit https://installedbuildingproducts.com/.
About Installed Building Products
Installed Building Products, Inc. is one of the nation's largest new residential insulation installers and is a diversified installer of complementary building products, including waterproofing, fire-stopping, fireproofing, garage doors, rain gutters, window blinds, shower doors, closet shelving and mirrors and other products for residential and commercial builders located in the continental United States. The Company manages all aspects of the installation process for its customers, from direct purchase and receipt of materials from national manufacturers to its timely supply of materials to job sites and quality installation. The Company offers its portfolio of services for new and existing single-family and multi-family residential and commercial building projects in all 48 continental states and the District of Columbia from its national network of over 250 branch locations.
About David Weekley Homes
David Weekley Homes, founded in 1976, operates in 19 markets across the United States and is headquartered in Houston. David Weekley Homes was the first builder in the United States to be awarded the Triple Crown of American Home Building, an honor which includes “America’s Best Builder,” “National Housing Quality Award” and “National Builder of the Year.” Weekley Homes has been recognized 20 times by Great Place to Work® and Fortune magazine as one of the 100 Best Companies to Work For. Since inception, David Weekley Homes has closed more than 130,000 homes. For more information about David Weekley Homes, visit the company’s website at https://www.davidweekleyhomes.com.
On June 18, 2026, Installed Building Products Inc (IBP) shares rose 3.3% to a current price of $218.25. This move comes in the context of a 52-week range betwee
Aquatic Capital Management LLC bought a new stake in Installed Building Products, Inc. (NYSE: IBP) in the undefined quarter, according to its most recent disclosure with the SEC. The fund bought 31,946 shares of the construction company's stock, valued at approximately $7,880,000. Aquatic Capital Management LLC owned approximately 0.12% of Installed Building Products
Shares of Installed Building Products, Inc. (NYSE: IBP - Get Free Report) have earned a consensus recommendation of "Reduce" from the thirteen research firms that are covering the stock, Marketbeat.com reports. Two research analysts have rated the stock with a sell rating, ten have issued a hold rating and one has issued a buy rating on
Representative David Taylor (Republican-Ohio) recently bought shares of The Home Depot, Inc. (NYSE: HD). In a filing disclosed on March 20th, the Representative disclosed that they had bought between $1,001 and $15,000 in Home Depot stock on March 12th. The trade occurred in the Representative's "DAVID TAYLOR TRUST > SARDINIA READY MIX 401(K) - DAVE" account.
Investors interested in stocks from the Building Products - Miscellaneous sector have probably already heard of Holcim Ltd Unsponsored ADR (HCMLY - Free Report) and Installed Building Products (IBP - Free Report) . But which of these two stocks presents investors with the better value opportunity right now? Let's take a closer look.
The best way to find great value stocks is to pair a strong Zacks Rank with an impressive grade in the Value category of our Style Scores system. The Zacks Rank favors stocks with strong earnings estimate revision trends, and our Style Scores highlight companies with specific traits.
Holcim Ltd Unsponsored ADR has a Zacks Rank of #2 (Buy), while Installed Building Products has a Zacks Rank of #4 (Sell) right now. Investors should feel comfortable knowing that HCMLY likely has seen a stronger improvement to its earnings outlook than IBP has recently. But this is just one piece of the puzzle for value investors.
Value investors analyze a variety of traditional, tried-and-true metrics to help find companies that they believe are undervalued at their current share price levels.
The Value category of the Style Scores system identifies undervalued companies by looking at a number of key metrics. These include the long-favored P/E ratio, P/S ratio, earnings yield, cash flow per share, and a variety of other fundamentals that help us determine a company's fair value.
HCMLY currently has a forward P/E ratio of 18.12, while IBP has a forward P/E of 23.67. We also note that HCMLY has a PEG ratio of 0.59. This popular metric is similar to the widely-known P/E ratio, with the difference being that the PEG ratio also takes into account the company's expected earnings growth rate. IBP currently has a PEG ratio of 3.54.
Another notable valuation metric for HCMLY is its P/B ratio of 2.52. The P/B ratio pits a stock's market value against its book value, which is defined as total assets minus total liabilities. For comparison, IBP has a P/B of 10.23.
These metrics, and several others, help HCMLY earn a Value grade of B, while IBP has been given a Value grade of D.
HCMLY sticks out from IBP in both our Zacks Rank and Style Scores models, so value investors will likely feel that HCMLY is the better option right now.
SG Americas Securities LLC boosted its position in shares of Installed Building Products, Inc. (NYSE:IBP – Free Report) by 107.3% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 9,227 shares of the construction company’s stock after acquiring an additional 4,777 shares during the period. SG Americas Securities LLC’s holdings in Installed Building Products were worth $2,393,000 at the end of the most recent quarter.
A number of other large investors also recently modified their holdings of the company. Eminence Capital LP increased its stake in Installed Building Products by 48.5% in the 2nd quarter. Eminence Capital LP now owns 945,101 shares of the construction company’s stock worth $170,421,000 after acquiring an additional 308,717 shares during the last quarter. Bamco Inc. NY increased its holdings in shares of Installed Building Products by 8.5% in the 2nd quarter. Bamco Inc. NY now owns 481,039 shares of the construction company’s stock worth $86,741,000 after buying an additional 37,595 shares during the last quarter. First Trust Advisors LP raised its position in shares of Installed Building Products by 2.4% during the 3rd quarter. First Trust Advisors LP now owns 399,510 shares of the construction company’s stock valued at $98,543,000 after buying an additional 9,489 shares in the last quarter. Ameriprise Financial Inc. raised its position in shares of Installed Building Products by 84.1% during the 2nd quarter. Ameriprise Financial Inc. now owns 276,690 shares of the construction company’s stock valued at $49,893,000 after buying an additional 126,435 shares in the last quarter. Finally, TD Asset Management Inc lifted its holdings in shares of Installed Building Products by 2,169.2% in the 3rd quarter. TD Asset Management Inc now owns 271,938 shares of the construction company’s stock valued at $67,076,000 after acquiring an additional 259,954 shares during the last quarter. Hedge funds and other institutional investors own 99.61% of the company’s stock.
Installed Building Products Price Performance NYSE IBP opened at $268.48 on Friday. The firm’s fifty day simple moving average is $300.47 and its two-hundred day simple moving average is $277.04. The company has a current ratio of 3.03, a quick ratio of 2.44 and a debt-to-equity ratio of 1.20. Installed Building Products, Inc. has a 12-month low of $150.83 and a 12-month high of $349.00. The firm has a market capitalization of $7.24 billion, a P/E ratio of 27.59, a P/E/G ratio of 3.72 and a beta of 1.97.
Installed Building Products (NYSE:IBP – Get Free Report) last posted its quarterly earnings data on Thursday, February 26th. The construction company reported $3.24 EPS for the quarter, topping the consensus estimate of $2.83 by $0.41. The business had revenue of $747.50 million during the quarter, compared to the consensus estimate of $738.97 million. Installed Building Products had a net margin of 8.93% and a return on equity of 43.71%. The business’s revenue for the quarter was down .4% compared to the same quarter last year. During the same period in the previous year, the firm posted $2.88 earnings per share. Analysts forecast that Installed Building Products, Inc. will post 10.66 EPS for the current fiscal year.
Installed Building Products Dividend Announcement The business also recently disclosed a special dividend, which was paid on Tuesday, March 31st. Stockholders of record on Friday, March 13th were issued a $1.80 dividend. This represents a dividend yield of 63.0%. The ex-dividend date of this dividend was Friday, March 13th. Installed Building Products’s payout ratio is 16.03%.
Analyst Upgrades and Downgrades Several research analysts recently commented on the company. Royal Bank Of Canada lifted their price target on Installed Building Products from $203.00 to $255.00 and gave the stock an “underperform” rating in a research report on Friday, February 27th. Jefferies Financial Group raised their price objective on Installed Building Products from $230.00 to $259.00 and gave the company a “hold” rating in a research note on Monday, December 15th. JPMorgan Chase & Co. reiterated an “underweight” rating and issued a $245.00 target price on shares of Installed Building Products in a report on Tuesday, January 13th. Benchmark downgraded Installed Building Products from a “buy” rating to a “hold” rating in a research report on Wednesday, February 11th. Finally, DA Davidson increased their price target on Installed Building Products from $252.00 to $270.00 and gave the company a “neutral” rating in a report on Wednesday, March 18th. Ten research analysts have rated the stock with a Hold rating and two have given a Sell rating to the stock. Based on data from MarketBeat, the company presently has an average rating of “Reduce” and a consensus price target of $265.20.
Check Out Our Latest Report on Installed Building Products
Insider Transactions at Installed Building Products In other Installed Building Products news, CEO Jeffrey W. Edwards sold 400,000 shares of the business’s stock in a transaction that occurred on Tuesday, March 3rd. The stock was sold at an average price of $314.06, for a total value of $125,624,000.00. Following the completion of the transaction, the chief executive officer directly owned 1,727,819 shares of the company’s stock, valued at approximately $542,638,835.14. The trade was a 18.80% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, Director Janet E. Jackson sold 1,410 shares of the company’s stock in a transaction that occurred on Monday, March 9th. The stock was sold at an average price of $293.31, for a total value of $413,567.10. Following the completion of the sale, the director owned 5,373 shares in the company, valued at approximately $1,575,954.63. This represents a 20.79% decrease in their position. The disclosure for this sale is available in the SEC filing. 16.20% of the stock is owned by corporate insiders.
About Installed Building Products (Free Report)
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.
Further Reading Five stocks we like better than Installed Building Products Want to see what other hedge funds are holding IBP? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Installed Building Products, Inc. (NYSE:IBP – Free Report).
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Investors interested in stocks from the Building Products - Miscellaneous sector have probably already heard of Arcosa (ACA) and Installed Building Products (IBP). But which of these two stocks offers value investors a better bang for their buck right now?
COLUMBUS, Ohio--(BUSINESS WIRE)--Installed Building Products, Inc. (the “Company”) (NYSE: IBP), an industry-leading installer of insulation and complementary building products, announced today that the Company will release its first quarter 2026 financial results on May 7, 2026. A webcast and conference call will be held that same day at 10:00 a.m. (Eastern Time) to review the Company's results. Webcast: The conference call will be available on the investor relations section of the Company's we.
Hillman Solutions (NASDAQ:HLMN – Get Free Report) and Installed Building Products (NYSE:IBP – Get Free Report) are both construction companies, but which is the better business? We will compare the two companies based on the strength of their analyst recommendations, institutional ownership, valuation, earnings, risk, dividends and profitability.
Profitability This table compares Hillman Solutions and Installed Building Products’ net margins, return on equity and return on assets.
Net Margins Return on Equity Return on Assets Hillman Solutions 2.60% 9.57% 4.91% Installed Building Products 8.93% 43.71% 14.58% Earnings & Valuation This table compares Hillman Solutions and Installed Building Products”s top-line revenue, earnings per share and valuation.
Gross Revenue Price/Sales Ratio Net Income Earnings Per Share Price/Earnings Ratio Hillman Solutions $1.55 billion 1.13 $40.31 million $0.21 42.52 Installed Building Products $2.97 billion 2.80 $265.40 million $9.73 31.74 Installed Building Products has higher revenue and earnings than Hillman Solutions. Installed Building Products is trading at a lower price-to-earnings ratio than Hillman Solutions, indicating that it is currently the more affordable of the two stocks.
Volatility and Risk Hillman Solutions has a beta of 1.63, suggesting that its share price is 63% more volatile than the S&P 500. Comparatively, Installed Building Products has a beta of 1.97, suggesting that its share price is 97% more volatile than the S&P 500.
Analyst Ratings This is a breakdown of recent ratings and target prices for Hillman Solutions and Installed Building Products, as provided by MarketBeat.
Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score Hillman Solutions 0 3 4 0 2.57 Installed Building Products 2 9 1 0 1.92 Hillman Solutions presently has a consensus price target of $11.33, suggesting a potential upside of 26.91%. Installed Building Products has a consensus price target of $259.70, suggesting a potential downside of 15.91%. Given Hillman Solutions’ stronger consensus rating and higher probable upside, analysts plainly believe Hillman Solutions is more favorable than Installed Building Products.
Institutional and Insider Ownership 98.1% of Hillman Solutions shares are owned by institutional investors. Comparatively, 99.6% of Installed Building Products shares are owned by institutional investors. 4.9% of Hillman Solutions shares are owned by company insiders. Comparatively, 16.2% of Installed Building Products shares are owned by company insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a company is poised for long-term growth.
Summary Installed Building Products beats Hillman Solutions on 10 of the 14 factors compared between the two stocks.
About Hillman Solutions (Get Free Report)
Founded in 1964 and headquartered in Cincinnati, Ohio, Hillman is a leading North American provider of complete hardware solutions, delivered with industry best customer service to over 40,000 locations. Hillman designs innovative product and merchandising solutions for complex categories that deliver an outstanding customer experience to home improvement centers, mass merchants, national and regional hardware stores, pet supply stores, and OEM & Industrial customers. Leveraging a world-class distribution and sales network, Hillman delivers a “small business” experience with “big business” efficiency.
About Installed Building Products (Get Free Report)
Installed Building Products, Inc., together with its subsidiaries, engages in the installation of insulation, waterproofing, fire-stopping, fireproofing, garage doors, rain gutters, window blinds, shower doors, closet shelving and mirrors, and other products in the United States. It operates through Installation, Distribution, and Manufacturing operation segments. The company offers a range of insulation materials, such as fiberglass and cellulose, and spray foam insulation materials. It is also involved in the installation of insulation and sealant materials in various areas of a structure, which includes basement and crawl space, building envelope, attic, and acoustical applications. In addition, the company installs a range of caulk and sealant products that control air infiltration in residential and commercial buildings; and waterproofing options, including sheet and hot applied waterproofing membranes, as well as deck coating, bentonite, and air and vapor systems. Further, it distributes spray foam insulation, metal building insulation, residential insulation, and mechanical and fabricated Styrofoam insulation, as well as accessories and equipment used in the insulation installation process; and manufactures cellulose insulation and specialty industrial fibers. It serves homebuilders, multi-family and commercial and agricultural construction firms, individual homeowners, and repair and remodeling contractors. The company was formerly known as CCIB Holdco, Inc. Installed Building Products, Inc. was founded in 1977 and is based in Columbus, Ohio.
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COLUMBUS, Ohio--(BUSINESS WIRE)--Installed Building Products, Inc. (the "Company" or "IBP") (NYSE: IBP), an industry-leading installer of insulation and complementary building products, today announced results for the first quarter ended March 31, 2026. First Quarter 2026 Highlights (Comparisons are to Prior Year Period) Net revenue decreased 3.5% to $660.5 million Installation revenue decreased 5.8% to $609.8 million, including sales from IBP's recent acquisitions Other revenue, net of elimina.
Installed Building Products (IBP - Free Report) came out with quarterly earnings of $1.79 per share, missing the Zacks Consensus Estimate of $2.09 per share. This compares to earnings of $2.08 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of -14.25%. A quarter ago, it was expected that this residential insulation installer would post earnings of $2.8 per share when it actually produced earnings of $3.24, delivering a surprise of +15.71%.
Over the last four quarters, the company has surpassed consensus EPS estimates three times.
Installed Building Products, which belongs to the Zacks Building Products - Miscellaneous industry, posted revenues of $660.5 million for the quarter ended March 2026, missing the Zacks Consensus Estimate by 1.04%. This compares to year-ago revenues of $684.8 million. The company has topped consensus revenue estimates three times over the last four quarters.
The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.
Installed Building Products shares have added about 15.5% since the beginning of the year versus the S&P 500's gain of 7.6%.
What's Next for Installed Building Products?While Installed Building Products has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?
There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.
Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.
Ahead of this earnings release, the estimate revisions trend for Installed Building Products was unfavorable. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #4 (Sell) for the stock. So, the shares are expected to underperform the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $3.00 on $760.04 million in revenues for the coming quarter and $11.48 on $2.99 billion in revenues for the current fiscal year.
Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Building Products - Miscellaneous is currently in the bottom 19% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.
Southland Holdings (SLND - Free Report) , another stock in the same industry, has yet to report results for the quarter ended March 2026. The results are expected to be released on May 12.
This infrastructure construction company is expected to post quarterly loss of $0.45 per share in its upcoming report, which represents a year-over-year change of -462.5%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.
Southland Holdings' revenues are expected to be $175 million, down 26.9% from the year-ago quarter.
Investors with an interest in Building Products - Miscellaneous stocks have likely encountered both Jacobs Solutions (J - Free Report) and Installed Building Products (IBP - Free Report) . But which of these two companies is the best option for those looking for undervalued stocks? Let's take a closer look.
We have found that the best way to discover great value opportunities is to pair a strong Zacks Rank with a great grade in the Value category of our Style Scores system. The proven Zacks Rank emphasizes companies with positive estimate revision trends, and our Style Scores highlight stocks with specific traits.
Currently, Jacobs Solutions has a Zacks Rank of #2 (Buy), while Installed Building Products has a Zacks Rank of #4 (Sell). Investors should feel comfortable knowing that J likely has seen a stronger improvement to its earnings outlook than IBP has recently. But this is only part of the picture for value investors.
Value investors also try to analyze a wide range of traditional figures and metrics to help determine whether a company is undervalued at its current share price levels.
The Style Score Value grade factors in a variety of key fundamental metrics, including the popular P/E ratio, P/S ratio, earnings yield, cash flow per share, and a number of other key stats that are commonly used by value investors.
J currently has a forward P/E ratio of 17.66, while IBP has a forward P/E of 26.08. We also note that J has a PEG ratio of 1.30. This metric is used similarly to the famous P/E ratio, but the PEG ratio also takes into account the stock's expected earnings growth rate. IBP currently has a PEG ratio of 3.90.
Another notable valuation metric for J is its P/B ratio of 4.55. The P/B ratio pits a stock's market value against its book value, which is defined as total assets minus total liabilities. For comparison, IBP has a P/B of 11.44.
These metrics, and several others, help J earn a Value grade of B, while IBP has been given a Value grade of D.
J sticks out from IBP in both our Zacks Rank and Style Scores models, so value investors will likely feel that J is the better option right now.
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COLUMBUS, Ohio--(BUSINESS WIRE)--Installed Building Products, Inc. (the “Company” or “IBP”) (NYSE: IBP), an industry-leading installer of insulation and complementary building products, today announced the acquisition of Diamond Energy Systems, Inc. (“DESI”). With headquarters in St. Joseph, MN, DESI specializes in mechanical insulation with the majority of its sales derived from retrofit work between industrial and commercial applications. “DESI adds approximately $12 million of annual revenue.
Installed Building Products, Inc. (the âCompanyâ or âIBPâ) (NYSE: IBP), an industry-leading installer of insulation and complementary building products
On June 10, 2026, Installed Building Products Inc IBP shares fell 5.0% to $195.65, continuing a trend that has seen the stock decline 24.0% year-to-date. Over the past year, the stock has experienced a high of $349.00 and a low of $162.56.
GF Value™ verdict: Current price of $195.65 is 13.2% below GF Value™ of $225.50.GF Score™ of 96/100 indicates a strong overall performance and potential for long-term returns.Insider activity shows that insiders bought $0.8M worth of shares in the last three months, suggesting confidence in the company's future. Is IBP Overvalued or Undervalued? With a current price of $195.65 and a GF Value™ estimate of $225.50, Installed Building Products Inc appears to be undervalued by approximately 13.2%. This margin of safety suggests a potential opportunity for investors, particularly in a market where many stocks are trading at inflated valuations. The GF Valuation label indicates that the stock is considered "Modestly Undervalued," implying that while it is not a bargain, it presents a favorable risk-reward scenario.
GF Value™ is GuruFocus' proprietary measure of intrinsic value, calculated from historical trading multiples, past business growth, and future performance estimates. Given the current share price is significantly lower than the GF Value™, it may present an opportunity for long-term investors; however, it is essential to consider market conditions and company performance moving forward.
How Does IBP's Valuation Compare to Its History? MetricCurrentHistorical P/E (TTM)20.9x22.3x Forward P/E19.1xN/A The current P/E ratio of 20.9x is 6% below its 5-year median P/E of 22.3x, indicating that the stock is trading at a lower valuation compared to its historical average. This P/E analysis agrees with the GF Value™ verdict of being undervalued, further supporting the notion that IBP may be a more attractive investment at its current price.
What Does IBP's GF Score™ Tell Us? MetricRating GF Score™96/100 Financial Strength7/10 Profitability10/10 Growth9/10 Valuation10/10 Momentum7/10 The GF Score™ of 96/100 reflects a strong overall performance, particularly in the areas of Profitability (10/10) and Valuation (10/10), indicating that IBP has robust profit margins and is attractively priced. However, the Financial Strength score of 7/10 suggests there may be some areas for improvement, though it is still a solid rating. Overall, the combination of high scores in key areas positions IBP favorably for long-term investors.
What Are Insiders Doing with IBP Stock? Insider activity for Installed Building Products Inc has shown a positive trend, with insiders purchasing $0.8 million worth of shares over the past three months. This buying activity indicates that those closest to the company have confidence in its future performance and prospects, which can often be a bullish signal for potential investors. There has been no selling activity reported, further reinforcing the positive outlook from insiders.
What This Means for Investors Based on the analysis of GF Value™, Installed Building Products Inc appears to be undervalued at its current price of $195.65. With a strong GF Score™ and positive insider activity, there may be favorable conditions for potential growth in the stock. However, investors should remain aware of market fluctuations and the overall economic environment.
For the complete analysis, visit the Installed Building Products Inc IBP stock page. You can also explore the GF Value™ page for detailed valuation methodology, or use the GuruFocus Stock Screener to find similar opportunities.
Frequently Asked Questions What is IBP's GF Score™?
IBP's GF Score™ is 96/100, indicating a strong overall performance and potential for higher long-term returns based on various performance metrics.
Is IBP overvalued or undervalued?
IBP is currently undervalued, with a GF Value™ of $225.50 compared to its current price of $195.65, suggesting a margin of safety.
What is IBP's P/E ratio?
IBP's P/E (TTM) is 20.9x, which is 6% below its 5-year median P/E of 22.3x, indicating the stock is trading at a lower valuation compared to its historical average.
This stock alert was generated using automated technology and GuruFocus financial data to provide readers with timely and accurate market reporting. This content was reviewed by GuruFocus editorial team prior to publication. Please send any questions or comments about this story to [email protected].
With a $17-billion bet on TopBuild Corp. NYSE: BLD, QXO Inc. NYSE: QXO is positioning itself to be one of the biggest building products companies in the country. Besides a direct investment in QXO, investors might take a hard turn away from QXO and look at one of the biggest competitors, Installed Building Products, Inc. NYSE: IBP.
While QXO's in-progress acquisition of rival TopBuild has garnered the most headlines, the company is truly on a shopping spree: it has already finished two other major acquisitions in the last year or so (Beacon Roofing Supply and Kodiak Building Partners, totaling more than $13 billion). The company is deploying capital in a hugely aggressive manner. The question for investors is whether QXO's plan to consolidate will pay off and allow the company to meet an ambitious $50-billion annual revenue goal in the next few years, or whether it is setting itself up for disaster.
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The Bullish Case for QXOQXO's major business-to-business building materials operations are part of a fragmented industry representing a total addressable market of hundreds of billions of dollars. It makes sense for a company that already has diversified operations within this space to attempt to consolidate, as QXO is doing. Indeed, after completing the TopBuild purchase, QXO will be a dominant player in everything from waterproofing to roofing to insulation.
QXO Today
$16.50 +1.44 (+9.58%)
As of 06/11/2026 03:59 PM Eastern
This is a fair market value price provided by Massive. Learn more.
52-Week Range$14.75▼
$27.61Price Target$31.14
The process could easily more than double QXO's annual revenue ($6.8 billion in fiscal 2025) and may bring its combined adjusted EBITDA up to $2 billion. This is thanks to TopBuild's growth record: the company noted more than 17% in year-over-year (YOY) quarter sales growth and a strong earnings beat for the Q1 2026 period.
One of the reasons for TopBuild's growth—and a potential justification for QXO's decision to target the firm for acquisition—is its involvement in the data center business. Given how crucial thermal management is for AI data center applications, TopBuild is increasingly vital for its insulation work, and QXO may be able to capitalize on an easily-overlooked part of the AI infrastructure industry that does not actually involve any of the technology itself.
QXO is also highly optimistic about the integration process itself, anticipating some $300 million in synergies in just the next four years. This could go a long way to reversing QXO's losses—the firm posted losses per share of 12 cents for the latest quarter—and helping to establish profitability. This may also be why analysts are so optimistic, seeing about 100% in potential upside for QXO stock and assigning 15 Buy ratings out of 17 overall ratings in recent months.
The Bear Case Against QXOThe profitability hurdle is a big one. Q1's adjusted EBITDA margin was a paltry 0.1% (on adjusted EBITDA of about $1.2 million against $1.7 billion in quarterly revenue), which means that QXO will be relying very heavily on a profitability catalyst in the TopBuild acquisition. The integration process is likely to be complex, particularly given a softer construction market, and QXO faces plenty of execution risks in the coming quarters.
With shares down about 20% in 2026, QXO's valuation prospect is more attractive for investors than it was just months ago. Still, given the relatively high price of the TopBuild acquisition (about 15x adjusted EBITDA), QXO's decision to utilize a $3-billion leveraged loan in its financing package means that its balance sheet is stretched even further in the process. The share price decline this year may be less a sign of improved valuation and more a red flag about investor concern with the company's aggressive moves. Add to this an uncertain housing market that will undoubtedly have an impact on the broader building industry, and the acquisition seems less and less a sure thing.
The Alternative Play: IBPInstalled Building Products Today
IBP
Installed Building Products
$207.34 +11.69 (+5.97%)
As of 06/11/2026 03:59 PM Eastern
This is a fair market value price provided by Massive. Learn more.
52-Week Range$162.56▼
$349.00Dividend Yield0.75%
P/E Ratio22.10
Price Target$247.67
Investors might opt to avoid QXO altogether and seek a rival like IBP, which is already profitable and enjoying strong cash flow as of the latest quarter.
IBP has many of the benefits of TopBuild in its own insulation installation and building products distribution businesses, but does not face the same acquisition and integration risks that QXO does.
On top of this, IBP could be positioned to benefit if the QXO/TopBuild deal faces hurdles, given that it is a direct competitor and could gain market share if clients decide to look elsewhere.
To be sure, IBP comes with its own challenges—analysts are cautious, with the majority calling IBP shares a Hold—but the unique circumstances with QXO may prompt investor interest.
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As the building landscape evolves in 2026, investors are weighing the stability of infrastructure and housing. Choosing between Concrete Pumping (BBCP +4.21%) and Installed Building Products (IBP +6.06%) requires a look at their specific niches.
Concrete Pumping provides essential heavy equipment and waste management services for large-scale projects, while Installed Building Products focuses on the interior finishes of residential and commercial structures. Both companies benefit from construction activity but serve different phases of the building cycle.
The case for Concrete PumpingConcrete Pumping operates a large fleet of specialized equipment across the United States and the United Kingdom. It provides essential pumping services for commercial and infrastructure projects and offers waste management solutions through its Eco-Pan brand. The company maintains a highly diversified customer base, as its top 10 clients account for less than 10% of total revenue. It is a significant player among construction stocks due to its wide geographic reach and specialized equipment.
During FY 2025, the company reported revenue of nearly $392.9 million, a decrease of approximately 7.7% from the previous year. This decline contributed to a net income of about $6.4 million. The resulting net margin, which measures how much profit a company keeps from every dollar of sales, was approximately 1.6%.
Based on the October 2025 balance sheet, the debt-to-equity ratio is approximately 1.5x, calculated as total debt divided by shareholders’ equity. The current ratio, which compares short-term assets to short-term liabilities, is roughly 2.2x. During the same period, the company generated free cash flow of nearly $17.5 million, the cash remaining after operating costs and equipment upgrades.
Installed Building Products functions as a leading contractor for the installation of insulation and other building products for residential and commercial builders. The company manages more than 250 locations across the country and employs over 10,000 workers. Its customer base includes many national and regional homebuilders, with the top 10 customers accounting for approximately 14% of its total revenue. Customer concentration like this adds a layer of risk to the business.
In FY 2025, the company achieved revenue of approximately $3 billion, reflecting slight growth of approximately 1% over the prior year. Net income for the period reached nearly $265.4 million. This resulted in a net margin of roughly 8.9%, indicating the percentage of revenue that remains as profit after all expenses are paid.
According to the December 2025 balance sheet, the debt-to-equity ratio is approximately 1.5x. The current ratio is roughly 3.0x, suggesting a strong ability to cover immediate financial obligations. Free cash flow for the year was nearly $300.8 million, which helps the company fund its ongoing acquisition strategy and return capital to shareholders.
Risk profile comparisonThe business for Concrete Pumping faces risks from the cyclical nature of construction, where spending on infrastructure and commercial projects can fluctuate significantly. High levels of debt, totaling nearly $425 million, may also limit financial flexibility during economic downturns. Additionally, the company relies on a small number of equipment manufacturers and faces currency risks from its operations in the United Kingdom.
Demand for Installed Building Products is heavily dependent on new residential housing starts, making the company vulnerable to shifts in mortgage rates or housing affordability. The company also faces supplier concentration risks, as it buys a significant portion of its fiberglass materials from just three large manufacturers. Furthermore, a large portion of the balance sheet consists of goodwill and intangible assets, which could lead to non-cash charges if the value of acquired businesses declines.
Valuation comparisonInstalled Building Products appears more attractively priced because it trades at a lower Forward P/E relative to its future earnings estimates than Concrete Pumping.
MetricConcrete PumpingInstalled Building ProductsSector BenchmarkForward P/E63.0x20.2x29.8xP/S ratio1.4x1.9xSector benchmark uses the SPDR XLI sector ETF.
Valuation metrics sourced from Financial Modeling Prep (FMP) and may differ from other data providers.
Which stock would I buy in 2026?The outlook for the construction industry in the U.S. is cautiously optimistic for 2026, stemming largely from growth in data center and renewable energy projects.
However, the single-family construction market is facing significant headwinds in the U.S. this year, as inflation and a generally poor consumer outlook among most Americans are tempering the sector. Multifamily housing starts are a positive, however.
For Installed Building Products, that combination of factors, along with poor weather, led to the business missing out on opportunities and seeing a revenue decline of about 4% in the first quarter compared to the same period in 2025.
Concrete Pumping Holdings is less reliant on the housing market. The business also has significant exposure to infrastructure projects, which acted as a tailwind as it started 2026. In its most recently reported quarter, sales increased 14% to nearly $107 million thanks to a robust pipeline of infrastructure projects in the U.S., including roads and bridges. The U.K. market, however, is challenging, given the country’s economic malaise.
Concrete Pumping is the largest player in the U.S. and U.K. in concrete supply, and it has been aggressive in acquiring competitors to expand its footprint. The company has made 16 acquisitions in the past 10 years. Another positive, Concrete Pumping owns its global fleet of concrete delivery equipment, insulating it from rental price hikes.
The forward price-to-earnings ratio for Concrete Pumping is much higher than that of Integrated Building Products, but Concrete Pumping gets the nod for management’s continued focus on growing revenue while maintaining discipline over costs. Given the weak U.S. housing market, Industrial Building Products is likely to face an uphill climb this year.
Even without anticipating a rebound in the U.S. residential building market, Concrete Pumping management says it can inch net income higher in 2026. Wall Street analysts expect net income to rise 30% to a still-modest $8.5 millon for the fiscal year.
