TopBuild Corp. (BLD) is up 16.1% today. Here is some analysis on what might have caused this price movement.
Analysis: The stock appears to be rallying after TopBuild agreed to be acquired by QXO in a cash-and-stock transaction that implies a meaningful premium to TopBuild’s prior close. Deal-arbitrage positioning and expectations for strategic scale and integration synergies may also be contributing to the sharp move.
Details:
Sources:
QXO Investor Relations, U.S. SEC (Form 425), Investing.com
Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.
$BLD Insider Trading Activity
$BLD insiders have traded $BLD stock on the open market 3 times in the past 6 months. Of those trades, 0 have been purchases and 3 have been sales.
Here’s a breakdown of recent trading of $BLD stock by insiders over the last 6 months:
- ROBERT M BUCK (President and CEO) has made 0 purchases and 2 sales selling 10,000 shares for an estimated $4,357,000.
- LUIS FRANCISCO MACHADO (VP, Gen. Counsel, Corp Sec.) sold 1,000 shares for an estimated $450,400
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
$BLD Hedge Fund Activity
We have seen 216 institutional investors add shares of $BLD stock to their portfolio, and 300 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- VICTORY CAPITAL MANAGEMENT INC added 639,915 shares (+464.5%) to their portfolio in Q4 2025, for an estimated $266,966,138
- CAPITAL INTERNATIONAL INVESTORS added 630,857 shares (+71.1%) to their portfolio in Q4 2025, for an estimated $263,187,231
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 274,912 shares (-75.1%) from their portfolio in Q4 2025, for an estimated $114,690,537
- ARTISAN PARTNERS LIMITED PARTNERSHIP added 243,174 shares (+inf%) to their portfolio in Q4 2025, for an estimated $101,449,761
- T. ROWE PRICE INVESTMENT MANAGEMENT, INC. removed 209,945 shares (-32.3%) from their portfolio in Q4 2025, for an estimated $87,586,954
- WESTWOOD HOLDINGS GROUP INC removed 205,677 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $85,806,387
- VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. removed 188,471 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $66,209,862
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
$BLD Analyst Ratings
Wall Street analysts have issued reports on $BLD in the last several months. We have seen 2 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Wells Fargo issued a "Overweight" rating on 11/17/2025
- Benchmark issued a "Buy" rating on 11/05/2025
To track analyst ratings and price targets for $BLD, check out Quiver Quantitative's $BLD forecast page.
$BLD Price Targets
Multiple analysts have issued price targets for $BLD recently. We have seen 6 analysts offer price targets for $BLD in the last 6 months, with a median target of $470.0.
Here are some recent targets:
- Stephen Kim from Evercore ISI Group set a target price of $407.0 on 04/13/2026
- Sam Reid from Wells Fargo set a target price of $475.0 on 04/08/2026
- Kurt Yinger from DA Davidson set a target price of $465.0 on 03/18/2026
- Mike Dahl from RBC Capital set a target price of $433.0 on 02/27/2026
- Reuben Garner from Benchmark set a target price of $500.0 on 02/27/2026
- Philip Ng from Jefferies set a target price of $536.0 on 12/15/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
