Eagle Materials
About: Eagle Materials Inc produces and sells construction products and building materials. Construction products include cement, slag, concrete, and aggregates and building materials include cement and gypsum wallboard, and are sold to the construction and building industries. The firm organizes itself into two sectors: Heavy Materials, which includes the Cement and Concrete and Aggregates segments, and Light Materials, which includes the Gypsum Wallboard and Recycled Paperboard segments.
Employees: 2,500
0
Funds holding %
of 6,823 funds
0
Analysts bullish %
of 6 analysts
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
53% more first-time investments, than exits
New positions opened: 78 | Existing positions closed: 51
33% more funds holding in top 10
Funds holding in top 10: 6 [Q2] → 8 (+2) [Q3]
33% more capital invested
Capital invested by funds: $7.63B [Q2] → $10.1B (+$2.49B) [Q3]
4% more funds holding
Funds holding: 464 [Q2] → 483 (+19) [Q3]
0.22% more ownership
Funds ownership: 104.5% [Q2] → 104.71% (+0.22%) [Q3]
15% less repeat investments, than reductions
Existing positions increased: 152 | Existing positions reduced: 179
31% less call options, than puts
Call options by funds: $35.2M | Put options by funds: $51M
Research analyst outlook
6 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$280
9%
upside
Avg. target
$310
21%
upside
High target
$330
28%
upside
6 analyst ratings
2 positive
33%
4 neutral
67%
0 negative
0%
Citigroup Anthony Pettinari 44% 1-year accuracy 22 / 50 met price target | 9%upside $280 | Neutral Downgraded | 6 Jan 2025 |
Jefferies Philip Ng 44% 1-year accuracy 8 / 18 met price target | 21%upside $310 | Hold Downgraded | 16 Dec 2024 |
JP Morgan Adrian Huerta 0% 1-year accuracy 0 / 4 met price target | 21%upside $310 | Neutral Maintained | 27 Nov 2024 |
Loop Capital Garik Shmois 60% 1-year accuracy 12 / 20 met price target | 23%upside $315 | Hold Downgraded | 25 Nov 2024 |
Truist Securities Keith Hughes 60% 1-year accuracy 31 / 52 met price target | 28%upside $330 | Buy Maintained | 4 Nov 2024 |
Financial journalist opinion
Neutral
Business Wire
5 days ago
Eagle Materials Schedules Third Quarter Fiscal 2025 Earnings Release and Conference Call With Senior Management
DALLAS--(BUSINESS WIRE)--Eagle Materials Inc. (NYSE: EXP) will release financial results for the third quarter of fiscal year 2025 ended December 31, 2024, on Wednesday, January 29, 2025, before the open of the NYSE and will host an investor conference call the same day, Wednesday, January 29, 2025, at 8:30 am Eastern Time (7:30 am Central Time). The call can be accessed as follows: Webcast and slide presentation: ir.eaglematerials.com/events-presentations The slides will be available for dow.
Positive
Zacks Investment Research
1 month ago
Eagle Materials to Acquire Bullskin Stone & Lime for $152.5M
EXP set to benefit from the expansion of its product portfolio and market reach after completing the buyout of Bullskin Stone & Lime.
Neutral
Business Wire
1 month ago
Eagle Materials Announces Agreement to Acquire Pure-Play Aggregates Asset in Western Pennsylvania
DALLAS--(BUSINESS WIRE)--Eagle Materials Inc. (NYSE: EXP) today announced it has entered into a definitive agreement to acquire Bullskin Stone & Lime, LLC, a pure-play aggregates business located in Western Pennsylvania. The business serves the Pittsburgh and broader Western Pennsylvania markets. The purchase price is $152.5 million, subject to customary post-closing adjustments. The transaction is expected to close in the next 60 days, subject to the satisfaction of customary closing condi.
Positive
Investors Business Daily
1 month ago
Will Donald Trump Crush These Growth Stocks?
Infrastructure construction in the U.S. is booming and analysts expect significant growth for this industry. The post Will Donald Trump Crush These Growth Stocks?
Neutral
Business Wire
2 months ago
Eagle Materials Declares Quarterly Dividend
DALLAS--(BUSINESS WIRE)--The Board of Directors of Eagle Materials Inc. (NYSE: EXP) has declared a quarterly cash dividend of $0.25 per share, payable on January 13, 2025, to stockholders of record of its Common Stock at the close of business on December 16, 2024. About Eagle Materials Inc. Eagle Materials Inc. is a leading U.S. manufacturer of heavy construction products and light building materials. Eagle's primary products, Portland Cement and Gypsum Wallboard, are essential for building, ex.
Neutral
Seeking Alpha
2 months ago
Eagle Materials Inc. (EXP) Q2 2025 Earnings Call Transcript
Eagle Materials Inc. (NYSE:EXP ) Q2 2025 Earnings Conference Call October 29, 2024 8:30 AM ET Company Participants Michael Haack - President and CEO Craig Kesler - CFO Conference Call Participants Trey Grooms - Stephens Brent Thielman - D.A. Davidson Asher Sohnen - Citigroup Jerry Revich - Goldman Sachs Adam Thalhimer - Thompson Davis Jesse Barone - Jefferies Tyler Brown - Raymond James Operator Good day, everyone, and welcome to Eagle Materials Second Quarter of Fiscal 2025 Earnings Conference Call.
Neutral
Zacks Investment Research
2 months ago
Compared to Estimates, Eagle Materials (EXP) Q2 Earnings: A Look at Key Metrics
While the top- and bottom-line numbers for Eagle Materials (EXP) give a sense of how the business performed in the quarter ended September 2024, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Negative
Zacks Investment Research
2 months ago
Eagle Materials (EXP) Lags Q2 Earnings and Revenue Estimates
Eagle Materials (EXP) came out with quarterly earnings of $4.31 per share, missing the Zacks Consensus Estimate of $4.75 per share. This compares to earnings of $4.28 per share a year ago.
Neutral
Business Wire
2 months ago
Eagle Materials Reports Second Quarter Results
DALLAS--(BUSINESS WIRE)--Eagle Materials Inc. (NYSE: EXP) today reported financial results for the second quarter of fiscal 2025 ended September 30, 2024. Notable items for the quarter are highlighted below (unless otherwise noted, all comparisons are with the prior year's fiscal second quarter): Second Quarter Fiscal 2025 Highlights Record Revenue of $623.6 million Net Earnings of $143.5 million Net Earnings per diluted share of $4.26 Adjusted net earnings per share (Adjusted EPS) of $4.31 Adj.
Neutral
Zacks Investment Research
2 months ago
Eagle Materials (EXP) Q2 Earnings Preview: What You Should Know Beyond the Headline Estimates
Get a deeper insight into the potential performance of Eagle Materials (EXP) for the quarter ended September 2024 by going beyond Wall Street's top -and-bottom-line estimates and examining the estimates for some of its key metrics.
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