IBP
Installed Building Products, Inc.
$207.09
-0.20%
$5.6B
No data for this timeframe.
Vol
Market Cap$5.6B
Cap SizeMid Cap
Analyst ConsensusSell (5%)
Inst. Holders50 funds
Inst. Value$4.6B
Inst. Activity21 buys / 15 sells
Insider Activity4B / 3S
Insider Net $-$126.2M
SEC Reports5
Congressional3 trades
Exchange NYSE·Sector General Bldg Contractors - Residential Bldgs·Inc. DE·CIK 0001580905·Prev Close $207.50
Recent Activity
May 19, 2026
SEC
Installed Building Products completed the acquisition of Diamond Energy Systems, Inc. (DESI), which adds approximately $
8-K — Impact 4/10
May 19, 2026
Insider
SCHOTTENSTEIN ROBERT H was granted 855 shares
Director
May 19, 2026
Insider
THOMAS MICHAEL H was granted 855 shares
Director
May 19, 2026
Insider
Moore Marchelle E was granted 855 shares
Director
May 12, 2026
SEC
Two IBP insiders (CFO and COO) made open-market purchases totaling ~$200K on May 11, 2026, just five days after the comp
CLUSTER — Impact 3/10
May 7, 2026
SEC
IBP reported a weak Q1 2026 with revenue down 3.5% to $660.5M and GAAP EPS of $1.29, down 21% from $1.64 a year ago. Res
8-K — Impact 6/10
Inst.
Invesco Ltd. — DOUBLED
309,027 shares ($81.9M)
Inst.
BANK OF AMERICA CORP — ADD
298,729 shares ($79.2M)
Price Targets
$231.25
+11.7% upside
Buy
Current $207.09
Low $195.00
Median $229.00
High $285.00
12 analysts
$195.00
$285.00
Analyst Ratings
0Strong Buy
1Buy
14Hold
5Sell
1Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| Jun 1, 2026 | DA Davidson | MAINTAIN | Neutral → Neutral |
| May 13, 2026 | JP Morgan | MAINTAIN | Underweight → Underweight |
| May 11, 2026 | DA Davidson | MAINTAIN | Neutral → Neutral |
| May 11, 2026 | Truist Securities | MAINTAIN | Hold → Hold |
| May 8, 2026 | Goldman Sachs | MAINTAIN | Buy → Buy |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $2.57 ▼ -1.4% | $2.30 — $2.84 | -13% YoY | 14 |
| Next Q | $2.91 ▼ -0.8% | $2.77 — $3.13 | -9% YoY | 14 |
| Current FY | $10.17 | $9.61 — $10.67 | -11% YoY | 14 |
| Next FY | $11.25 ▼ -2.6% | $10.39 — $13.00 | 11% YoY | 14 |
Latest Reports
NEUTRAL
8-K
4/10
Installed Building Products completed the acquisition of Diamond Energy Systems, Inc. (DESI), which adds approximately $
May 19, 2026
NEUTRAL
CLUSTER
3/10
Two IBP insiders (CFO and COO) made open-market purchases totaling ~$200K on May 11, 2026, just five days after the comp
May 12, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| BlackRock, Inc. | $996.5M | — |
| KAYNE ANDERSON RUDNICK INVESTMENT | $480.7M | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $362.8M | — |
| STATE STREET CORP | $281.1M | — |
| VANGUARD CAPITAL MANAGEMENT LLC | $272.2M | — |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| May 19, 2026 | SCHOTTENSTEIN ROBERT | A | $0.00 |
| May 19, 2026 | THOMAS MICHAEL | A | $0.00 |
| May 19, 2026 | Moore Marchelle | A | $0.00 |
| May 19, 2026 | MEUSE DAVID | A | $0.00 |
| May 19, 2026 | Jackson Janet | A | $0.00 |
Congressional Trades
1 members: 2 buys, 1 sells
| Member | Party | Type | Amount |
|---|---|---|---|
| David Taylor | R | BUY | $1,001 - $15,000 |
| David Taylor | R | BUY | $1,001 - $15,000 |
| David Taylor | R | SELL | $1,001 - $15,000 |
50 institutional holders with $4.6B total value (17,172,224 shares) as of 2026-Q1. Top holders: BlackRock,, KAYNE, VANGUARD. Net buying activity: 21 institutions added/increased vs 15 reduced.
Top Institutional Holders — 2026-Q1
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 3,758,298 | $996.5M | 21.9% | — |
| 2 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 1,812,801 | $480.7M | 10.6% | — |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | 1,368,128 | $362.8M | 8.0% | — |
| 4 | STATE STREET CORP | 1,060,295 | $281.1M | 6.2% | — |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 1,026,762 | $272.2M | 6.0% | — |
| 6 | MORGAN STANLEY | 652,040 | $172.9M | 3.8% | — |
| 7 | DIMENSIONAL FUND ADVISORS LP | 526,794 | $139.7M | 3.1% | — |
| 8 | GOLDMAN SACHS GROUP INC | 395,266 | $104.8M | 2.3% | — |
| 9 | FIRST TRUST ADVISORS LP | 379,312 | $100.6M | 2.2% | — |
| 10 | TD ASSET MANAGEMENT INC | 372,362 | $98.7M | 2.2% | — |
| 11 | FMR LLC | 353,266 | $93.7M | 2.1% | TRIM -32.7% |
| 12 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 352,809 | $93.5M | 2.1% | — |
| 13 | Invesco Ltd. | 309,027 | $81.9M | 1.8% | DOUBLED +172.3% |
| 14 | BANK OF AMERICA CORP /DE/ | 298,729 | $79.2M | 1.7% | ADD +51.8% |
| 15 | Artisan Partners Limited Partnership | 270,612 | $71.8M | 1.6% | — |
| 16 | Neuberger Berman Group LLC | 255,016 | $67.6M | 1.5% | TRIM -50.1% |
| 17 | AMERIPRISE FINANCIAL INC | 250,438 | $66.4M | 1.5% | — |
| 18 | SILVERCREST ASSET MANAGEMENT GROUP LLC | 236,050 | $62.6M | 1.4% | — |
| 19 | FRANKLIN RESOURCES INC | 229,491 | $60.8M | 1.3% | — |
| 20 | BAMCO INC /NY/ | 198,216 | $52.6M | 1.2% | TRIM -53.2% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| Invesco Ltd. | DOUBLED | 113,505 | 309,027 | +172.3% | $81.9M | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ | ADD | 196,762 | 298,729 | +51.8% | $79.2M | 2026-Q1 |
| Neuberger Berman Group LLC | TRIM | 510,955 | 255,016 | -50.1% | $67.6M | 2026-Q1 |
| BAMCO INC /NY/ | TRIM | 423,182 | 198,216 | -53.2% | $52.6M | 2026-Q1 |
| FULLER & THALER ASSET MANAGEMENT, INC. | ADD | 117,394 | 177,367 | +51.1% | $47.0M | 2026-Q1 |
| FIL Ltd | TRIM | 253,927 | 166,999 | -34.2% | $44.3M | 2026-Q1 |
| Capital World Investors | TRIM | 227,023 | 127,071 | -44.0% | $33.7M | 2026-Q1 |
| LOOMIS SAYLES & CO L P | ADD | 72,093 | 96,228 | +33.5% | $25.5M | 2026-Q1 |
| DRIEHAUS CAPITAL MANAGEMENT LLC | TRIM | 207,279 | 85,297 | -58.8% | $22.6M | 2026-Q1 |
| ROYCE & ASSOCIATES LP | TRIM | 154,000 | 58,932 | -61.7% | $15.6M | 2026-Q1 |
| TD Waterhouse Canada Inc. | DOUBLED | 5,478 | 54,243 | +890.2% | $14.8M | 2026-Q1 |
| Trexquant Investment LP | DOUBLED | 14,554 | 32,137 | +120.8% | $8.5M | 2026-Q1 |
| WELLINGTON MANAGEMENT GROUP LLP | TRIM | 52,056 | 28,474 | -45.3% | $7.5M | 2026-Q1 |
| HSBC HOLDINGS PLC | DOUBLED | 3,170 | 27,975 | +782.5% | $7.4M | 2026-Q1 |
| Allianz Asset Management GmbH | DOUBLED | 8,111 | 18,849 | +132.4% | $5.0M | 2026-Q1 |
| BANK OF MONTREAL /CAN/ | NEAR_EXIT | 76,614 | 18,016 | -76.5% | $4.8M | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS | DOUBLED | 7,835 | 16,704 | +113.2% | $4.4M | 2026-Q1 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | TRIM | 27,311 | 12,660 | -53.6% | $3.4M | 2026-Q1 |
| FIFTH THIRD BANCORP | DOUBLED | 181 | 10,321 | +5602.2% | $2.7M | 2026-Q1 |
| Cerity Partners LLC | ADD | 4,148 | 7,504 | +80.9% | $2.0M | 2026-Q1 |
| Brevan Howard Capital Management LP | DOUBLED | 2,699 | 5,587 | +107.0% | $1.5M | 2026-Q1 |
| Gotham Asset Management, LLC | ADD | 3,673 | 5,173 | +40.8% | $1.4M | 2026-Q1 |
| CANADA PENSION PLAN INVESTMENT BOARD | ADD | 3,320 | 4,680 | +41.0% | $1.2M | 2026-Q1 |
| M&T BANK CORP | DOUBLED | 2,104 | 4,358 | +107.1% | $1.2M | 2026-Q1 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | DOUBLED | 774 | 3,255 | +320.5% | $863.1K | 2026-Q1 |
13 unique insiders with 29 transactions. Net insider value: -$126.2M ($395.2K bought, $126.6M sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| May 19, 2026 | SCHOTTENSTEIN ROBERT H | Director | AWARD | 855 | — | — |
| May 19, 2026 | THOMAS MICHAEL H | Director | AWARD | 855 | — | — |
| May 19, 2026 | Moore Marchelle E | Director | AWARD | 855 | — | — |
| May 19, 2026 | MEUSE DAVID R | Director | AWARD | 855 | — | — |
| May 19, 2026 | Jackson Janet E. | Director | AWARD | 855 | — | — |
| May 19, 2026 | Hilsheimer Lawrence A. | Director | AWARD | 855 | — | — |
| May 12, 2026 | Niswonger Jason R | Chief Admin. & Sustainability | GIFT | 25 | — | — |
| May 11, 2026 | Hilsheimer Lawrence A. | Director | BUY | 475 | $206.22 | $98.0K |
| May 11, 2026 | Wheeler Brad A | Chief Operating Officer | BUY | 716 | $209.13 | $149.7K |
| May 11, 2026 | Miller Michael Thomas | Executive VP & CFO | BUY | 244 | $204.10 | $49.8K |
| May 11, 2026 | Niswonger Jason R | Chief Admin. & Sustainability | BUY | 455 | $214.80 | $97.7K |
| Apr 20, 2026 | Edwards Jeffrey W. | President, CEO and Chairman | TAX W/H | 11,214 | $309.45 | $3.5M |
| Apr 20, 2026 | Wheeler Brad A | Chief Operating Officer | TAX W/H | 916 | $309.45 | $283.5K |
| Apr 20, 2026 | Niswonger Jason R | Chief Admin. & Sustainability | TAX W/H | 1,406 | $309.45 | $435.1K |
| Apr 20, 2026 | Miller Michael Thomas | Executive VP & CFO | TAX W/H | 3,361 | $309.45 | $1.0M |
| Apr 20, 2026 | HIRE WILLIAM JEFFREY | President of External Affairs | TAX W/H | 2,844 | $309.45 | $880.1K |
| Apr 20, 2026 | FRY TODD R | Chief Accounting Officer | TAX W/H | 756 | $309.45 | $233.9K |
| Mar 11, 2026 | Miller Michael Thomas | Executive VP & CFO | GIFT | 5,000 | — | — |
| Mar 9, 2026 | Carter Margot Lebenberg | Director | SELL | 2,000 | $299.31 | $598.6K |
| Mar 9, 2026 | Jackson Janet E. | Director | SELL | 1,410 | $293.31 | $413.6K |
| Mar 9, 2026 | Hilsheimer Lawrence A. | Director | GIFT | 30 | — | — |
| Mar 3, 2026 | Edwards Jeffrey W. | President, CEO and Chairman | SELL | 400,000 | $314.06 | $125.6M |
| Mar 3, 2026 | Edwards Jeffrey W. | President, CEO and Chairman | J | 225,000 | $314.06 | $70.7M |
| Feb 24, 2026 | Edwards Jeffrey W. | President, CEO and Chairman | AWARD | 23,388 | — | — |
| Feb 24, 2026 | Niswonger Jason R | Chief Admin. & Sustainability | AWARD | 3,128 | — | — |
| Feb 24, 2026 | Wheeler Brad A | Chief Operating Officer | AWARD | 5,983 | — | — |
| Feb 24, 2026 | Miller Michael Thomas | Executive VP & CFO | AWARD | 7,397 | — | — |
| Feb 24, 2026 | FRY TODD R | Chief Accounting Officer | AWARD | 1,631 | — | — |
| Feb 24, 2026 | HIRE WILLIAM JEFFREY | President of External Affairs | AWARD | 1,768 | — | — |
5 SEC filing reports analyzed. Sentiment: 1 bullish, 1 bearish, 0 mixed, 3 neutral. Avg impact: 4.6/10.
NEUTRAL
8-K
4/10
Installed Building Products completed the acquisition of Diamond Energy Systems, Inc. (DESI), which
May 19, 2026
NEUTRAL
CLUSTER
3/10
Two IBP insiders (CFO and COO) made open-market purchases totaling ~$200K on May 11, 2026, just five
May 12, 2026
BEARISH
8-K
6/10
IBP reported a weak Q1 2026 with revenue down 3.5% to $660.5M and GAAP EPS of $1.29, down 21% from $
May 7, 2026
NEUTRAL
DEFA14A
2/10
Installed Building Products, Inc. (IBP) filed a definitive proxy statement (DEFA14A) for its 2026 an
Apr 8, 2026
BULLISH
8-K
8/10
Installed Building Products (IBP) reported record profitability for Q4 and fiscal year 2025 despite
Feb 26, 2026
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Current analyst consensus: Strong Sell (5% buy). Based on 21 analysts: 0 strong buy, 1 buy, 14 hold, 5 sell, 1 strong sell.
Analyst Price Targets
$231.25 mean target
+11.7% upside
Buy (2.93)
$195.00 Low
$285.00 High
| Metric | Value |
|---|---|
| Current Price | $207.09 |
| Target Low | $195.00 |
| Target Mean | $231.25 |
| Target Median | $229.00 |
| Target High | $285.00 |
| # Analysts | 12 |
| Recommendation | Buy (2.93) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$2.57 | $2.30 | $2.84 | -12.9% | -1.4% | 0↑ 13↓ | $0.7B | -2.1% | 14 |
| Next Q 2026-09-30 |
$2.91 | $2.77 | $3.13 | -8.6% | -0.8% | 0↑ 13↓ | $0.8B | 0.9% | 14 |
| Current FY 2026-12-31 |
$10.17 | $9.61 | $10.67 | -11.1% | +0.0% | 0↑ 13↓ | $3.0B | -0.4% | 14 |
| Next FY 2027-12-31 |
$11.25 | $10.39 | $13.00 | 10.7% | -2.6% | 0↑ 12↓ | $3.1B | 4.2% | 14 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $2.571 | |
| 7d ago | $2.578 | -0.007 |
| 30d ago | $2.607 | -0.036 |
| 60d ago | $2.840 | -0.269 |
| 90d ago | $2.860 | -0.289 |
10 analyst firms have rated this stock: 1 upgrades, 2 downgrades, 0 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| Jun 1, 2026 | DA Davidson | MAINTAIN | Neutral | Neutral |
| May 13, 2026 | JP Morgan | MAINTAIN | Underweight | Underweight |
| May 11, 2026 | DA Davidson | MAINTAIN | Neutral | Neutral |
| May 11, 2026 | Truist Securities | MAINTAIN | Hold | Hold |
| May 8, 2026 | Goldman Sachs | MAINTAIN | Buy | Buy |
| May 8, 2026 | RBC Capital | UPGRADE | Underperform | Sector Perform |
| May 8, 2026 | Wells Fargo | MAINTAIN | Equal-Weight | Equal-Weight |
| May 8, 2026 | Evercore ISI Group | MAINTAIN | In-Line | In-Line |
| May 8, 2026 | Stephens & Co. | MAINTAIN | Equal-Weight | Equal-Weight |
| Apr 13, 2026 | Evercore ISI Group | MAINTAIN | In-Line | In-Line |
| Apr 8, 2026 | Wells Fargo | MAINTAIN | Equal-Weight | Equal-Weight |
| Mar 18, 2026 | DA Davidson | MAINTAIN | Neutral | Neutral |
| Feb 27, 2026 | Wells Fargo | MAINTAIN | Equal-Weight | Equal-Weight |
| Feb 27, 2026 | RBC Capital | MAINTAIN | Underperform | Underperform |
| Feb 27, 2026 | Evercore ISI Group | MAINTAIN | In-Line | In-Line |
| Feb 11, 2026 | Benchmark | DOWNGRADE | Buy | Hold |
| Feb 11, 2026 | Wells Fargo | MAINTAIN | Equal-Weight | Equal-Weight |
| Jan 14, 2026 | Wells Fargo | MAINTAIN | Equal-Weight | Equal-Weight |
| Jan 13, 2026 | JP Morgan | DOWNGRADE | Neutral | Underweight |
| Dec 15, 2025 | Jefferies | MAINTAIN | Hold | Hold |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 0 | 1 | 14 | 5 | 1 | 5% | |
| May 1, 2026 | 0 | 1 | 13 | 6 | 1 | 5% | |
| Apr 1, 2026 | 0 | 1 | 13 | 6 | 1 | 5% | |
| Mar 1, 2026 | 0 | 1 | 13 | 6 | 1 | 5% | |
| Feb 1, 2026 | 0 | 2 | 11 | 7 | 1 | 10% | |
| Jan 1, 2026 | 0 | 2 | 12 | 6 | 1 | 10% |
Strong BuyBuyHoldSellStrong Sell
1 members of Congress traded this stock: 2 buys, 1 sells.
Congressional Trades
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Mar 24, 2026 | David Taylor | R | HOUSE | BUY | $1,001 - $15,000 | Installed Building Products Inc | Apr 3, 2026 (11d) |
| Mar 12, 2026 | David Taylor | R | HOUSE | BUY | $1,001 - $15,000 | Installed Building Products Inc | Mar 23, 2026 (12d) |
| Feb 26, 2026 | David Taylor | R | HOUSE | SELL | $1,001 - $15,000 | Installed Building Products Inc | Mar 9, 2026 (12d) |
No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.
May 7, 2026
earnings_calendar
IBP Q1 2026 Earnings Scheduled — 2026-05-07
Apr 30, 2026
earnings_calendar
IBP Q1 2026 Earnings Scheduled — 2026-04-30
Mar 4, 2026
short_interest
FTD: IBP — 379,392 shares ($123.6M) failed to deliver
Settlement: 20260304, Price: $325.79, FTD Value: $123,602,119.68, INSTALLED BUILDING PRODUCTS IN
Mar 2, 2026
short_interest
FTD: IBP — 7,440 shares ($2.4M) failed to deliver
Settlement: 20260302, Price: $327.76, FTD Value: $2,438,534.4, INSTALLED BUILDING PRODUCTS IN
Feb 26, 2026
short_interest
FTD: IBP — 13,277 shares ($4.0M) failed to deliver
Settlement: 20260226, Price: $300.74, FTD Value: $3,992,924.98, INSTALLED BUILDING PRODUCTS IN
Feb 26, 2026
earnings_calendar
IBP Q4 2025 Earnings Before Market Open — 2026-02-26
Feb 25, 2026
short_interest
FTD: IBP — 23,756 shares ($7.6M) failed to deliver
Settlement: 20260225, Price: $319.99, FTD Value: $7,601,682.44, INSTALLED BUILDING PRODUCTS IN
Feb 23, 2026
short_interest
FTD: IBP — 2,672 shares ($0.9M) failed to deliver
Settlement: 20260223, Price: $325.43, FTD Value: $869,548.96, INSTALLED BUILDING PRODUCTS IN
Feb 20, 2026
short_interest
FTD: IBP — 38,159 shares ($12.3M) failed to deliver
Settlement: 20260220, Price: $321.35, FTD Value: $12,262,394.65, INSTALLED BUILDING PRODUCTS IN
Feb 19, 2026
short_interest
FTD: IBP — 12,597 shares ($4.1M) failed to deliver
Settlement: 20260219, Price: $327.87, FTD Value: $4,130,178.39, INSTALLED BUILDING PRODUCTS IN
Feb 12, 2026
short_interest
FTD: IBP — 2,741 shares ($0.9M) failed to deliver
Settlement: 20260212, Price: $334.06, FTD Value: $915,658.46, INSTALLED BUILDING PRODUCTS IN