Builders FirstSource (BLDR) is up 6.1% today. Here is some analysis on what might have caused this price movement.
Analysis: The most likely driver appears to be a rebound in rate-sensitive housing shares as Treasury yields fell during Thursday trading, which can improve sentiment toward companies tied to residential construction. There does not appear to be a fresh company-specific announcement from Builders FirstSource today, so this move could also reflect short covering and bargain hunting after recent pressure on the stock. ([finance.yahoo.com](https://finance.yahoo.com/markets/live/stock-market-today-dow-sp-500-rise-nasdaq-trims-losses-as-treasury-yields-sink-153611834.html?utm_source=openai))
Details:
Sources:
Yahoo Finance, Associated Press, Builders FirstSource Investor Relations, SEC
Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.
$BLDR Hedge Fund Activity
We have seen 316 institutional investors add shares of $BLDR stock to their portfolio, and 402 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- PICTET ASSET MANAGEMENT HOLDING SA added 2,422,744 shares (+175.8%) to their portfolio in Q2 2026, for an estimated $216,787,133
- VICTORY CAPITAL MANAGEMENT INC removed 1,689,440 shares (-83.3%) from their portfolio in Q2 2026, for an estimated $151,171,091
- D1 CAPITAL PARTNERS L.P. added 1,639,222 shares (+inf%) to their portfolio in Q2 2026, for an estimated $146,677,584
- BOSTON PARTNERS removed 1,574,234 shares (-98.2%) from their portfolio in Q2 2026, for an estimated $140,862,458
- SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. added 1,222,034 shares (+inf%) to their portfolio in Q2 2026, for an estimated $109,347,602
- CAPITAL INTERNATIONAL INVESTORS added 964,190 shares (+32.8%) to their portfolio in Q2 2026, for an estimated $86,275,721
- BLACKROCK, INC. removed 927,860 shares (-10.6%) from their portfolio in Q2 2026, for an estimated $83,024,912
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
$BLDR Price Targets
Multiple analysts have issued price targets for $BLDR recently. We have seen 9 analysts offer price targets for $BLDR in the last 6 months, with a median target of $100.0.
Here are some recent targets:
- Jeffrey D. Hammond from Keybanc set a target price of $100.0 on 05/01/2026
- Reuben Garner from Benchmark set a target price of $105.0 on 05/01/2026
- Matthew Bouley from Barclays set a target price of $93.0 on 05/01/2026
- Sam Reid from Wells Fargo set a target price of $85.0 on 05/01/2026
- Mike Dahl from RBC Capital set a target price of $107.0 on 05/01/2026
- Kurt Yinger from DA Davidson set a target price of $84.0 on 05/01/2026
- John Lovallo from UBS set a target price of $122.0 on 05/01/2026
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.
