Installed Building Products Inc

IBP•NYSE•CONSUMER CYCLICAL

$227.43+4.55 (+2.04%)

+9.8% 30D•Market closed•Prev $222.88

-$86.37-27.5%

1 month

+1.8%

price return

Year to date

-14.1%

price return

Recent earnings

3/4

quarters beat

Big funds

8

hold this stock

News tone

Mixed

11 articles, 7 days

Key stats

Jul 27

Market cap: $6.13B
P/E: 24.3x
Forward P/E: 22.3x
Dividend yield: 0.67%
Beta: 1.71
Volume: 342.9K
52-week range: $192.75 - $345.54

Analysts

What do analysts expect?

Current

$227.43

Target

$233.27

+5.84 (+2.6%) possible upside12 months

Fundamentals

Business quality, value, and expectations at a glance.

Fundamentals

Is the business strong?

Reasonably priced and running thin margins.

Revenue (TTM): $2.9B
Net income (TTM): $255M
Net margin: 8.6%
P/E: 24.27
Forward P/E: 22.32
Market cap: $6.1B

Valuation

P/S2.08
P/B9.18
Dividend yield0.7%

Quality

Operating margin8.9%
ROE38.4%
ROA11.1%

Growth

Beta1.71

Earnings

Recent earnings versus expectations

Last 8 quarters

QuarterEPS resultNext day

Q1 '26miss -8.7%+1.4%

Q4 '25beat +17.8%+1.8%

Q3 '25beat +16.5%+2.5%

Q2 '25beat +21.9%+1.0%

Q1 '25miss -5.5%Not available

Q4 '24beat +0.9%Not available

Smart money

Filed positions and reported activity tied to this stock.

8 funds hold a position and insiders have been net buying.

Real smart money

Funds holding this stock

8 holders

Combined position$1.3B

FR
Francois Rochon
Q1 2026 13F
$107.0M
position
BC
Baron Capital
Q1 2026 13F
$52.6M
position
FE
First Eagle Investment Management LLC
Q1 2026 13F
$16.9M
position
C
Citadel
Ken Griffin · Q1 2026 13F
$13.3M
position
TS
Two Sigma
Q1 2026 13F
$6.8M
position

Show all 8 holders

B
BlackRock
Q1 2026 13F
$996.5M
position
FL
FMR LLC
Q1 2026 13F
$93.7M
position
JC

Insiders

What insiders are doing

5 trades · 6 mo

Bought$1.0M

Buys (5)

MM
Miller Michael Thomas
Executive VP & CFO · Jun 15
$199K
bought
MM
Miller Michael Thomas
Executive VP & CFO · Cluster · May 12
$499K
bought

Checking federal contract awards

Coverage gaps for IBPNo recent market-voice mention

Technicals

Trend, range, and the price levels that matter.

Technicals

Price structure

This stock is trending upward.

Trend

Constructive

75 / 100

RSI 14

51balanced

20D volatility

34%annualized

52-week range

$227.43

$192.75$345.54

20D support

$210.20recent floor

20D resistance

$238.82recent ceiling

Returns

5D -0.5%20D +0.2%60D -22.5%

Price vs moving averages

SMA20 +0.8%SMA50 +5.2%SMA200 -13.2%

Volume pace

0.96xvs prior 20D

News

Recent coverage and its overall tone.

News

What the news says

11 articles · 7 days

Coverage is mixed

2 bullish · 8 neutral · 1 bearish

Tone of tracked coverage

Installed Building Products (IBP) Faces a Slower Profit Recovery After Weak Results
BearishJul 24
IBP4885252 Bond Profile — Key Metrics
NeutralJul 23
IBP4885252 Bond Coupon Profile — Rate & Payments
NeutralJul 23
Press Release: Installed Building Products to Report Second Quarter 2026 Financial Results
NeutralJul 23
Installed Building Products to report Q2 2026 results on Aug 6
NeutralJul 23
Installed Building Products to Report Second Quarter 2026 Financial Results
NeutralJul 23
Installed Building Products Schedules Q2 Results Webcast for Aug. 6
NeutralJul 23
How (IBP) Movements Inform Risk Allocation Models
Leans bullishJul 19

Q3 '24miss -5.6%Not available

Q2 '24beat +4.9%Not available

Q1 '26miss -8.7%

$1.79 actualNext day +1.4%

Q4 '25beat +17.8%

$3.24 actualNext day +1.8%

Q3 '25beat +16.5%

$3.18 actualNext day +2.5%

Q2 '25beat +21.9%

$2.95 actualNext day +1.0%

Q1 '25miss -5.5%

$2.08 actualNext day not available

Q4 '24beat +0.9%

$2.88 actualNext day not available

Q3 '24miss -5.6%

$2.85 actualNext day not available

Q2 '24beat +4.9%

$3.02 actualNext day not available

JPMorgan Chase

Q1 2026 13F

$21.9M

position

WB

Wheeler Brad A

Chief Operating Officer · Cluster · May 12

$150K

bought

HL

Hilsheimer Lawrence A.

Dir · Cluster · May 12

$98K

bought

NJ

Niswonger Jason R

Chief Admin. & Sustainability · Cluster · May 12

$98K

bought