Installed Building Products (NYSE:IBP) Upgraded by Vertical Research to “Hold” Rating

Vertical Research upgraded shares of Installed Building Products (NYSE:IBP) from a sell rating to a hold rating in a research report sent to investors on Friday, MarketBeat reports. The firm currently has $326.00 price objective on the construction company’s stock.

Several other research analysts have also weighed in on IBP. Zacks Research lowered shares of Installed Building Products from a “strong-buy” rating to a “hold” rating in a research note on Friday, January 16th. JPMorgan Chase & Co. reiterated an “underweight” rating and set a $245.00 price target on shares of Installed Building Products in a report on Tuesday, January 13th. Jefferies Financial Group upped 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. Wall Street Zen downgraded Installed Building Products from a “buy” rating to a “hold” rating in a research note on Tuesday, February 3rd. Finally, Royal Bank Of Canada boosted their target price on Installed Building Products from $184.00 to $203.00 and gave the stock an “underperform” rating in a report on Thursday, November 6th. One analyst has rated the stock with a Buy rating, eleven have issued a Hold rating and two have assigned a Sell rating to the company’s stock. Based on data from MarketBeat, Installed Building Products currently has an average rating of “Reduce” and a consensus target price of $249.75.

Installed Building Products Stock Up 1.9%

Shares of NYSE:IBP traded up $6.26 during trading on Friday, hitting $328.27. 596,189 shares of the company were exchanged, compared to its average volume of 348,363. The stock has a market cap of $8.90 billion, a price-to-earnings ratio of 33.74, a P/E/G ratio of 7.51 and a beta of 1.92. Installed Building Products has a fifty-two week low of $150.83 and a fifty-two week high of $349.00. The firm has a fifty day moving average price of $300.63 and a two-hundred day moving average price of $274.28. The company has a current ratio of 2.78, a quick ratio of 2.28 and a debt-to-equity ratio of 1.25.

Installed Building Products (NYSE:IBP) last released its quarterly earnings data on Thursday, February 26th. The construction company reported $3.24 EPS for the quarter, beating the consensus estimate of $2.83 by $0.41. The company had revenue of $747.50 million during the quarter, compared to the consensus estimate of $738.97 million. Installed Building Products had a return on equity of 44.40% and a net margin of 8.93%.The firm’s revenue for the quarter was down .4% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $2.88 EPS. As a group, research analysts anticipate that Installed Building Products will post 10.66 earnings per share for the current fiscal year.

Installed Building Products Dividend Announcement

The company also recently announced a special dividend, which will be paid on Tuesday, March 31st. Stockholders of record on Friday, March 13th will be issued a dividend of $1.80 per share. The ex-dividend date of this dividend is Friday, March 13th. This represents a dividend yield of 56.0%. Installed Building Products’s dividend payout ratio (DPR) is currently 15.93%.

Hedge Funds Weigh In On Installed Building Products

Hedge funds have recently bought and sold shares of the business. Danske Bank A S acquired a new stake in Installed Building Products in the 3rd quarter worth about $25,000. NewEdge Advisors LLC raised its position in shares of Installed Building Products by 5,000.0% in the third quarter. NewEdge Advisors LLC now owns 102 shares of the construction company’s stock valued at $25,000 after buying an additional 100 shares in the last quarter. Aster Capital Management DIFC Ltd acquired a new stake in shares of Installed Building Products in the third quarter valued at approximately $33,000. Northwestern Mutual Wealth Management Co. boosted its stake in shares of Installed Building Products by 700.0% in the third quarter. Northwestern Mutual Wealth Management Co. now owns 152 shares of the construction company’s stock valued at $37,000 after buying an additional 133 shares during the period. Finally, Salomon & Ludwin LLC acquired a new stake in Installed Building Products during the third quarter worth approximately $42,000. 99.61% of the stock is owned by institutional investors.

Key Headlines Impacting Installed Building Products

Here are the key news stories impacting Installed Building Products this week:

• Positive Sentiment: Q4 earnings and revenue beat expectations: IBP reported $3.24 EPS vs. consensus ~$2.83 and revenue of $747.5M (slightly down y/y), with the company saying it delivered record fourth‑quarter and FY2025 profitability — a core reason investors are buying the stock. Business Wire — IBP Q4 Results
• Positive Sentiment: Company announced a special cash dividend of $1.80 per share (ex‑dividend/record date reported as March 13; pay date March 31), representing an outsized yield headline that can attract income-focused buyers and help explain intraday strength.
• Positive Sentiment: Market commentary and headlines highlighting the beat and “stock soars” narrative amplified the move; several outlets ran summaries and call transcripts that increased investor attention. Yahoo Finance — Stock Soars
• Neutral Sentiment: Analyst actions are mixed: Wells Fargo trimmed its target from $355 to $340 but kept an “equal weight” rating (small upside vs. the current price), while Vertical Research upgraded IBP from “sell” to “hold” with a $326 target — both are essentially neutral to only mildly supportive. Benzinga / Finviz — Analyst Notes
• Negative Sentiment: Royal Bank of Canada raised its price target to $255 but maintained an “underperform” rating — that $255 PT implies material downside vs. the current price and introduces a meaningful bearish signal that could cap upside or prompt profit‑taking. Benzinga — RBC Note

About Installed Building Products

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.