TopBuild
About: TopBuild Corp is an installer and distributor of insulation products. Its operating segments involve the Installation and Specialty Distribution segment. The installation segment provides insulation installation services nationwide through contractor services business. Speciality Distribution segment distributes building and mechanical insulation, insulation accessories and other building product materials for the residential, commercial, and industrial end markets. The majority of revenue is earned from the installation segment. Its main customers are contractors. Other products include gutters, after-paint, garage doors, fireplaces, and fireproofing and stopping. TopBuild operates majorly in the United States.
Employees: 13,894
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
4.64% more ownership
Funds ownership: 91.73% [Q3] → 96.37% (+4.64%) [Q4]
2% more first-time investments, than exits
New positions opened: 87 | Existing positions closed: 85
1% less funds holding
Funds holding: 516 [Q3] → 511 (-5) [Q4]
9% less call options, than puts
Call options by funds: $5.7M | Put options by funds: $6.23M
19% less repeat investments, than reductions
Existing positions increased: 160 | Existing positions reduced: 198
21% less capital invested
Capital invested by funds: $11.2B [Q3] → $8.85B (-$2.4B) [Q4]
100% less funds holding in top 10
Funds holding in top 10: 1 [Q3] → 0 (-1) [Q4]
Research analyst outlook
4 Wall Street Analysts provided 1 year price targets over the past 3 months
4 analyst ratings
Deutsche Bank Collin Verron 10% 1-year accuracy 1 / 10 met price target | 25%upside $356 | Buy Initiated | 1 Apr 2025 |
Benchmark Reuben Garner 11% 1-year accuracy 4 / 37 met price target | 31%upside $375 | Buy Maintained | 3 Mar 2025 |
Loop Capital Jeffrey Stevenson 18% 1-year accuracy 3 / 17 met price target | 37%upside $390 | Buy Maintained | 27 Feb 2025 |
Truist Securities Keith Hughes 15% 1-year accuracy 5 / 34 met price target | 9%upside $310 | Hold Maintained | 27 Feb 2025 |
Financial journalist opinion
