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: 14,012
Fund manager confidence
Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
4.11% more ownership
Funds ownership: 92.03% [Q3] → 96.14% (+4.11%) [Q4]
2% less first-time investments, than exits
New positions opened: 81 | Existing positions closed: 83
9% less call options, than puts
Call options by funds: $5.7M | Put options by funds: $6.23M
3% less funds holding
Funds holding: 518 [Q3] → 502 (-16) [Q4]
18% less repeat investments, than reductions
Existing positions increased: 160 | Existing positions reduced: 195
22% less capital invested
Capital invested by funds: $11.3B [Q3] → $8.83B (-$2.45B) [Q4]
100% less funds holding in top 10
Funds holding in top 10: 1 [Q3] → 0 (-1) [Q4]
Research analyst outlook
2 Wall Street Analysts provided 1 year price targets over the past 3 months
2 analyst ratings
Goldman Sachs Susan Maklari 19% 1-year accuracy 5 / 27 met price target | 35%upside $410 | Buy Maintained | 14 Jan 2025 |
Evercore ISI Group Stephen Kim 12% 1-year accuracy 3 / 26 met price target | 25%upside $381 | In-Line Downgraded | 16 Dec 2024 |
Financial journalist opinion
Based on 5 articles about BLD published over the past 30 days
