Yousif Capital Management 13F: Adds $972K to BLDR Stake
Key Points
- Yousif Capital Management boosted its position in Builders FirstSource, Inc. by 107.1% during the quarter, bringing its total to 32,982 shares worth about $1.88 million.
- The building materials supplier recently posted trailing twelve-month revenue of $14.45 billion alongside an earnings per share figure of $0.92.
- Wall Street analysts currently maintain a buy consensus on the stock with a mean price target of $69.36 ahead of upcoming earnings.
Since the filing, $BLDR is down 1.2% to date (from the $57.54 close on Oct 22, 2026).
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Yousif Capital Management increased its holdings in Builders FirstSource, Inc. (NYSE:BLDR) by 107.1% during the reported period, according to a Form 13F filing with the Securities and Exchange Commission on October 22, 2026. The firm purchased an additional 17,056 shares, bringing its total ownership to 32,982 shares. The value of the investment stood at approximately $1,880,304 at the close of the period.
BLDR
Builders FirstSource, Inc.
What Changed in Yousif Capital Management's Builders FirstSource Position
Before the filing, Yousif Capital Management owned 15,926 shares of the building products company. The 107.1% increase more than doubled the size of the investment, giving the firm a larger stake in the building materials supplier as shares traded around $57.54 on the October 22, 2026 filing date.
Other Institutional Activity in Builders FirstSource
Other institutional investors also adjusted their positions in the company around recent reporting periods. Verition Fund Management grew its holdings by 29,070 shares, ending with 228,437 shares worth about $20,440,543. Cerity Partners grew its holdings by 74,129 shares, ending with 262,621 shares worth about $23,499,328. Schonfeld Strategic Advisors grew its holdings by 120,629 shares, ending with 273,723 shares worth about $24,492,735. Capital International Investors grew its holdings by 964,175 shares, ending with 3,907,321 shares worth about $222,131,192. Pictet Asset Management Holding SA grew its holdings by 2,422,726 shares, ending with 3,801,076 shares worth about $216,091,164.
Builders FirstSource, Inc. Stock Up 7.5%
Shares of Builders FirstSource recently traded around $57.54, sitting well below their 52-week high of $131.50 and above their 52-week low of $49.67. The stock closed at $57.54 on October 22, 2026. The company carries a market capitalization of roughly $6.19 billion.
Recent Earnings
Builders FirstSource operates with trailing twelve-month revenue of $14.45 billion and basic earnings per share of $0.92. The company reported a net profit margin of 0.7% and a return on equity of 2.5%. Investors look toward the next earnings release scheduled for October 29, 2026, for further updates on financial performance in the building products sector.
Earnings drift grade
Outlook vs expectations on the last report — not price action.
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Forward outlook
8 target cuts vs 0 raises.
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EPS & revenue
EPS missed estimates by 28.4%. Revenue beat estimates by 1.5%.
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Profit surprise
EBITDA missed by 22 percent. Operating income missed by 80 percent.
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Pre-earnings setup
Expectations were about average.
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Analyst signal
8 target cuts.
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Earnings quality
Gross margin down 2.2 points. Operating margin down 4.5 points. Positive free cash flow.
Earnings Call Summary
Sales fell 10 percent to $3.3 billion as single-family starts dropped 11 percent and builders reduced home size and complexity by another 10 percent versus 2019. Gross margin fell 220 basis points to 28.3 percent, hurt by lower volume, specialty product weakness, and fuel inflation costs totaling roughly $100 million for the year. The company raised its share buyback authorization to $500 million and cut $100 million in annual costs, but remains confident in long-term market share gains as competitors struggle with tighter margins.
Guidance Builders FirstSource now expects about $14.6 billion to $15.6 billion in sales for 2026, down from prior expectations. They forecast adjusted EBITDA of $1.1 billion to $1.5 billion with margins between 7.5 and 9.6 percent. For the second quarter, they guide sales of $3.75 billion to $4.05 billion and EBITDA of $300 million to $350 million. The company cited weak housing starts, lower home values, and fuel cost inflation as reasons for the reduction.
Severe negative reset. The report materially damaged the forward outlook and likely forces major downward revisions.
Analysts Set New Price Targets
Analyst coverage includes several recent updates from major financial institutions. On October 7, 2026, RBC Capital lowered its rating to Sector Perform with a $62.00 price target. On October 8, 2026, Truist Securities maintained a Buy rating with a $70.00 price target. On October 16, 2026, Oppenheimer maintained an Outperform rating with a $78.00 price target, while Wells Fargo maintained an Equal-Weight rating with a $55.00 price target. Later, on October 22, 2026, William Blair lowered its rating to Market Perform. Overall, the stock holds a buy consensus rating among 22 analysts with a mean price target of $69.36.
About Builders FirstSource
Builders FirstSource, Inc. provides building materials and services for professional home builders, sub-contractors, and remodelers across the United States. Headquartered in Irving, Texas, the company supplies products like framing components, windows, doors, and custom millwork to support residential construction and repair projects.
Bottom Line
Institutional interest remains active in Builders FirstSource as the market watches upcoming earnings results on October 29, 2026. Investors continue to monitor how shifting housing demand influences the company's financial results and analyst projections.
Related Filing Alerts
Source: Yousif Capital Management's 13F filing on $BLDR (Oct 22, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Written by software, not financial advice. How we make alerts