Grange Capital LLC Has $2.31 Million Holdings in Builders FirstSource, Inc. $BLDR

Grange Capital LLC boosted its holdings in Builders FirstSource, Inc. (NYSE:BLDR) by 61.4% during the 3rd quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 19,088 shares of the company’s stock after acquiring an additional 7,261 shares during the quarter. Builders FirstSource accounts for approximately 2.2% of Grange Capital LLC’s investment portfolio, making the stock its 15th biggest holding. Grange Capital LLC’s holdings in Builders FirstSource were worth $2,314,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in the stock. Tran Capital Management L.P. grew its position in Builders FirstSource by 2,930.4% during the third quarter. Tran Capital Management L.P. now owns 102,154 shares of the company’s stock valued at $12,386,000 after buying an additional 98,783 shares during the period. Strs Ohio raised its position in Builders FirstSource by 24.0% in the third quarter. Strs Ohio now owns 118,594 shares of the company’s stock worth $14,380,000 after acquiring an additional 22,926 shares during the period. M&G PLC purchased a new position in Builders FirstSource in the second quarter valued at about $9,002,000. Vise Technologies Inc. bought a new position in shares of Builders FirstSource during the 2nd quarter valued at approximately $2,482,000. Finally, Seizert Capital Partners LLC grew its position in shares of Builders FirstSource by 0.9% during the 2nd quarter. Seizert Capital Partners LLC now owns 300,990 shares of the company’s stock valued at $35,123,000 after acquiring an additional 2,799 shares during the period. 95.53% of the stock is owned by institutional investors.

Builders FirstSource News Summary

Here are the key news stories impacting Builders FirstSource this week:

• Positive Sentiment: Management issued FY‑2026 revenue guidance of roughly $14.8B–$15.8B, a range that brackets the Street (~$15.2B), which investors can interpret as guidance that contains consensus upside if demand stabilizes. BusinessWire: Q4 and 2026 Outlook
• Neutral Sentiment: Company released full earnings materials (press release, slide deck, and earnings‑call transcript) — useful for digging into margin drivers, commodity deflation and regional performance but not a market catalyst by itself. Earnings Call Transcript Earnings Presentation
• Negative Sentiment: Q4 results missed expectations: adjusted EPS $1.12 vs. consensus ~$1.31 and revenue $3.36B vs. ~$3.46B; revenue declined double digits YoY and margins compressed — immediate negative earnings surprise pressured the stock. Investing.com: Q4 miss
• Negative Sentiment: Management warned annual profit margins will be below analyst estimates due to weak housing demand and pricing pressure—this reduces near‑term earnings visibility and is a key bearish driver. Reuters: Margin forecast below estimates
• Negative Sentiment: Full‑year sales weakness persists (annual sales down ~7.4% per distributor data) and management cited ongoing starts weakness and pricing pressure—macroeconomic/ housing trends remain the biggest risk for BLDR. MDM: Annual sales fall 7.4%

Builders FirstSource Price Performance

Builders FirstSource stock opened at $114.85 on Wednesday. The firm has a market capitalization of $12.70 billion, a P/E ratio of 21.88, a PEG ratio of 14.36 and a beta of 1.56. Builders FirstSource, Inc. has a one year low of $94.35 and a one year high of $153.91. The company has a debt-to-equity ratio of 1.03, a current ratio of 1.79 and a quick ratio of 1.15. The business has a fifty day moving average price of $114.54 and a 200-day moving average price of $120.50.

Builders FirstSource (NYSE:BLDR) last issued its quarterly earnings data on Tuesday, February 17th. The company reported $1.12 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $1.31 by ($0.19). The company had revenue of $3.36 billion for the quarter, compared to analysts’ expectations of $3.46 billion. Builders FirstSource had a return on equity of 21.28% and a net margin of 3.79%.The business’s revenue for the quarter was down 12.1% on a year-over-year basis. During the same period last year, the company posted $2.31 EPS. As a group, equities research analysts forecast that Builders FirstSource, Inc. will post 11.59 EPS for the current year.

Analyst Upgrades and Downgrades

A number of equities research analysts recently commented on BLDR shares. Weiss Ratings reaffirmed a “hold (c-)” rating on shares of Builders FirstSource in a report on Wednesday, January 21st. Barclays boosted their target price on Builders FirstSource from $123.00 to $136.00 and gave the company an “overweight” rating in a research note on Thursday, January 15th. Benchmark upped their price target on Builders FirstSource from $138.00 to $142.00 and gave the company a “buy” rating in a research report on Friday, October 31st. The Goldman Sachs Group increased their price target on Builders FirstSource from $146.00 to $150.00 and gave the stock a “buy” rating in a research note on Tuesday, January 13th. Finally, Stephens restated an “equal weight” rating and issued a $137.00 price objective on shares of Builders FirstSource in a research note on Tuesday, January 20th. Nine equities research analysts have rated the stock with a Buy rating, eleven have issued a Hold rating and three have given a Sell rating to the company. According to MarketBeat.com, the stock has a consensus rating of “Hold” and a consensus price target of $134.02.

About Builders FirstSource

Builders FirstSource, Inc is a leading supplier of structural and value-added building products and services to professional contractors, homebuilders and remodelers. The company provides a comprehensive range of materials and prefabricated components that support all phases of residential construction, from site development and framing to finishing and installation.

The company’s core offerings include lumber and lumber sheet goods, windows and doors, millwork, roofing and siding, and engineered wood products such as roof and floor trusses.