Builders FirstSource (BLDR) is down 3.6% today. Here is some analysis on what might have caused this price movement. ([sec.gov](https://www.sec.gov/Archives/edgar/data/1316835/000119312526324859/bldr-20260730.htm?utm_source=openai))
Analysis: The most likely driver appears to be housing-related pressure rather than a new company-specific headline. Investor sentiment around building-products names weakened after fresh signs of softer homebuilding demand and higher mortgage rates, which can weigh on expectations for Builders FirstSource’s volumes and pricing. ([nahb.org](https://www.nahb.org/news-and-economics/press-releases/2026/09/builder-sentiment-falls-on-higher-interest-rates-and-costs?utm_source=openai))
Details:
Sources:
SEC, Builders FirstSource Investor Relations, National Association of Home Builders, Associated Press
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 331 institutional investors add shares of $BLDR stock to their portfolio, and 504 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 10 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.
