Zacks Research Has Negative Outlook for TopBuild Q4 Earnings

TopBuild Corp. (NYSE:BLD) – Zacks Research reduced their Q4 2026 earnings per share estimates for TopBuild in a research note issued on Thursday, March 12th. Zacks Research analyst Team now expects that the construction company will post earnings per share of $4.34 for the quarter, down from their prior forecast of $4.91. Zacks Research has a “Strong Sell” rating on the stock. The consensus estimate for TopBuild’s current full-year earnings is $20.97 per share. Zacks Research also issued estimates for TopBuild’s Q4 2027 earnings at $5.02 EPS and FY2027 earnings at $19.87 EPS.

TopBuild (NYSE:BLD) last issued its quarterly earnings data on Thursday, February 26th. The construction company reported $4.50 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $4.39 by $0.11. The business had revenue of $1.50 billion for the quarter, compared to the consensus estimate of $1.49 billion. TopBuild had a net margin of 9.65% and a return on equity of 25.66%. The company’s quarterly revenue was up 13.2% compared to the same quarter last year. During the same period in the previous year, the firm earned $5.13 EPS.

Several other research firms have also recently weighed in on BLD. Benchmark cut their price objective on TopBuild from $515.00 to $500.00 and set a “buy” rating on the stock in a research report on Friday, February 27th. Jefferies Financial Group increased their target price on TopBuild from $518.00 to $536.00 and gave the stock a “buy” rating in a research report on Monday, December 15th. Weiss Ratings cut TopBuild from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Friday, February 27th. Wells Fargo & Company dropped their price target on TopBuild from $600.00 to $525.00 and set an “overweight” rating on the stock in a research report on Friday, February 27th. Finally, DA Davidson reaffirmed a “buy” rating and issued a $485.00 price target on shares of TopBuild in a research note on Wednesday, December 10th. One investment analyst has rated the stock with a Strong Buy rating, nine have given a Buy rating, six have assigned a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus target price of $439.26.

TopBuild Price Performance

Shares of NYSE BLD opened at $371.17 on Monday. TopBuild has a 1 year low of $266.26 and a 1 year high of $559.47. The stock has a market capitalization of $10.44 billion, a P/E ratio of 20.28, a P/E/G ratio of 4.52 and a beta of 1.72. The company’s 50-day moving average is $472.68 and its 200 day moving average is $441.85. The company has a debt-to-equity ratio of 1.21, a current ratio of 1.94 and a quick ratio of 1.34.

Hedge Funds Weigh In On TopBuild

Large investors have recently made changes to their positions in the business. Corient Private Wealth LLC increased its position in TopBuild by 9.2% during the 4th quarter. Corient Private Wealth LLC now owns 8,305 shares of the construction company’s stock valued at $3,465,000 after buying an additional 702 shares in the last quarter. Anchor Investment Management LLC raised its stake in TopBuild by 9.9% during the fourth quarter. Anchor Investment Management LLC now owns 1,575 shares of the construction company’s stock valued at $657,000 after buying an additional 142 shares during the last quarter. Compound Planning Inc. boosted its holdings in TopBuild by 15.8% in the fourth quarter. Compound Planning Inc. now owns 981 shares of the construction company’s stock worth $409,000 after acquiring an additional 134 shares in the last quarter. EP Wealth Advisors LLC bought a new stake in TopBuild in the fourth quarter worth $234,000. Finally, Empowered Funds LLC grew its stake in shares of TopBuild by 42.3% in the fourth quarter. Empowered Funds LLC now owns 10,255 shares of the construction company’s stock worth $4,278,000 after acquiring an additional 3,047 shares during the last quarter. 95.67% of the stock is currently owned by hedge funds and other institutional investors.

About TopBuild

TopBuild Corp. (NYSE: BLD) is a leading installer and distributor of insulation and building material products serving primarily the U.S. construction market. Headquartered in Daytona Beach, Florida, the company was formed in 2011 as a spin-off from ABF Freight System and has since grown through a combination of organic expansion and targeted acquisitions. TopBuild’s core mission is to enhance energy efficiency and comfort in new residential and light commercial construction projects by providing comprehensive insulation solutions and related services.

The company operates through two main segments.