Insiders Trades
Builders FirstSource, Inc. Stock: price and insider trades · United States
No insider purchase over the last 90 days. The latest was filed 16 Mar 2026.
Builders FirstSource, Inc.: what insiders have been doing
Builders FirstSource, Inc. is a Construction company based in Dallas, United States. Its directors and officers file their transactions with SEC (Form 4). 21 insiders have disclosed 55 filings since 18 October 2025.
Every open-market trade in the period is a purchase: 1 purchase worth €3.8M, from 1 insider, and not a single sale. A purchase on the market is a deliberate choice to commit personal money, which is why it draws more attention than a grant. One trade stands out by size: a purchase of €3.8M from Levy Paul S, disclosed on 16 March 2026. On the buying side, the filings list 1 senior executive among the declarants.
Across the 5,814 companies tracked on its exchange, the median is 19 filings; at 55 filings, this issuer sits above that mark. Over the whole record (from 2016), the tally stands at 4 purchases and 16 sales. On the fundamentals side, the SEC filing (10-K) for the period ending 31 December 2025 lists revenue at 15.19 bn USD and net income at 435.2 m USD.
The clock since the last published purchase (16 March 2026) now reads 216 days. Typically, a trade is published a median of 2 days after it takes place. Section 16 rules allow two business days to file each Form 4.
For comparison within the same sector, see the insider buying recorded at Lennar Corp /NEW/. These figures are compiled from regulatory filings published by SEC (Form 4). They describe what insiders did and are not a recommendation.
Insider Decl.
437
Thresholds
n/a
Buy Volume
€26M
4 ops. · all time
Sell Volume
€20M
16 ops. · all time
Who traded when
BuySalePaul S. Levy2 buys
Cleveland A. Christophe1 sale
Dirkson R. Charles1 buy
Timothy D. Johnson1 sale
Todd Vance1 buy
Since the insiders bought
- -14.2%Entry US$90.68 · Close at T+90 US$77.81
- -30.1%Entry US$111.29 · Close at T+365 US$77.81
- -29.8%Entry US$107.68 · Close at T+365 US$75.62
Entry is the close on the day after publication, the first price a reader could act on. Prices in the listing currency. Past moves are not a forecast.
Analyst consensus: bullish or bearish?
Analysts rate Builders FirstSource, Inc. Buy (bullish), based on 22 analysts. Average price target: US$71.73.
This score ranks the purchase within its own market. A position size is suggested only on the venues of the backtested strategy universe; elsewhere, signals stay on watch. Not investment advice.
Fundamental score
Ranked 8,789 of 24,148 companies
58.3
score / 100
Value79
Quality37
FCF yld15%
Earn yld7.5%
EV/EBITDA7.9x
ROE2.5%
Gross mgn30%
Net mgn2.9%
Debt/EBITDA3.7x
Pillars2/3
Transparent value + quality ranking, distinct from the insider signal.
Financial data
as of FY 2025FY ended December 2025 · cache
US$53.68
Analyst consensus
22 analystsBuy
US$50.00Target US$71.73(+34%)US$91.00
Income statement
RevenueUS$15.2B
Gross profitUS$4.6B30% margin
EBITDAUS$1.4B9% margin
Net incomeUS$435.2M0.7% margin
Valuation
PER (trailing)58.3x
PER (forward)14.0x
P/Book1.4x
Beta1.45
Balance sheet & cash
Market capUS$5.8B
Total debtUS$5.1B
Free Cash FlowUS$853.3M
Debt / Equity131%
Profitability & ownership
ROE2.5%
ROA2.4%
% insiders2.7%
% institutions102.0%
Last declaration on 14 September 2026
Declarations437 total
1,204 shares0Common Stock, par value $0.01 per shareSEC:0001193125-26-390547:0
470 shares0Common Stock, par value $0.01 per shareSEC:0001193125-26-390542:0
564 shares0Common Stock, par value $0.01 per shareSEC:0001193125-26-390543:0
583 shares0Common Stock, par value $0.01 per shareSEC:0001193125-26-390546:0
489 shares0Common Stock, par value $0.01 per shareSEC:0001193125-26-390548:0
564 shares0Common Stock, par value $0.01 per shareSEC:0001193125-26-390551:0
470 shares0Common Stock, par value $0.01 per shareSEC:0001193125-26-390552:0
564 shares0Common Stock, par value $0.01 per shareSEC:0001193125-26-390554:0
3,366 shares0Common Stock, par value $0.01 per shareSEC:0001193125-26-310383:0
3,366 shares0Common Stock, par value $0.01 per shareSEC:0001193125-26-310380:0
7,406 shares0Common Stock, par value $0.01 per shareSEC:0001193125-26-310384:0
2,842 sharesCommon Stock, par value $0.01 per shareSEC:0001193125-26-272570:0
850 shares0Common Stock, par value $0.01 per shareSEC:0001193125-26-266126:0
900 shares0Common Stock, par value $0.01 per shareSEC:0001193125-26-261694:0
409 shares@ US$76.260.0004% mcap4.6% of flowCommon Stock, par value $0.01 per shareSEC:0001193125-26-253465:0
409 shares@ US$76.260.0004% mcap1.3% of flowCommon Stock, par value $0.01 per shareSEC:0001193125-26-253460:0
491 shares@ US$76.260.0004% mcap0.7% of flowCommon Stock, par value $0.01 per shareSEC:0001193125-26-253451:0
409 shares@ US$76.260.0004% mcap2.7% of flowCommon Stock, par value $0.01 per shareSEC:0001193125-26-253452:0
508 shares@ US$76.260.0004% mcap4.9% of flowCommon Stock, par value $0.01 per shareSEC:0001193125-26-253455:0
491 shares@ US$76.260.0004% mcap1.9% of flowCommon Stock, par value $0.01 per shareSEC:0001193125-26-253456:0
491 shares@ US$76.260.0004% mcap5.2% of flowCommon Stock, par value $0.01 per shareSEC:0001193125-26-253457:0
426 shares@ US$76.260.0004% mcap14.4% of flowCommon Stock, par value $0.01 per shareSEC:0001193125-26-253458:0
1,049 shares@ US$76.260.0009% mcap0.3% of flowCommon Stock, par value $0.01 per shareSEC:0001193125-26-253464:0
7,663 shares0Common Stock, par value $0.01 per shareSEC:0001193125-26-111501:0
15,325 shares0Common Stock, par value $0.01 per shareSEC:0001193125-26-111430:0
25 of 437 declarations
About Builders FirstSource, Inc.
Builders FirstSource, Inc. (BLDR) is a leading U.S. building products and construction solutions company listed on the NYSE under the ticker BLDR. The company was formed in 1998, adopted the Builders FirstSource name in 1999, and is operationally headquartered in Irving, Texas. For French-speaking investors looking at U.S. equities, BLDR is a clear play on the residential construction and repair/remodeling ecosystem in the United States: cyclical, but supported by long-term housing supply needs, industrialization of building, and productivity gains across the supply chain.
Builders FirstSource is widely positioned as the largest U.S. supplier of structural building products, prefabricated components, and value-added services to professional customers. Its core customer base includes production homebuilders, custom builders, multi-family developers, and remodeling contractors. The business model is not limited to commodity distribution. It combines the sale of building materials — including lumber, plywood, oriented strand board, windows, doors, millwork, siding, roofing, insulation, drywall, cabinets, and hardware — with manufacturing and on-site services that increase switching costs and deepen relationships with builders.
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A key differentiator is the company’s manufactured products platform. Builders FirstSource designs and assembles roof trusses, floor trusses, wall panels, engineered wood products, and its proprietary Ready-Frame® whole-house framing solution, which pre-cuts, labels, and bundles lumber into customized framing packages. These solutions are intended to reduce labor requirements, shorten cycle times, improve safety, and enhance build quality. The company also provides professional installation, turnkey framing, shell construction, design assistance, and software offerings through its Paradigm subsidiary, which supports drafting, estimating, quoting, and virtual home design.
Competitive positioning is underpinned by scale, logistics density, and a broad integrated offering. The residential building products market remains highly fragmented, with competition from national chains, regional dealers, local lumberyards, specialty suppliers, and retailers. In that environment, Builders FirstSource emphasizes proximity to customers and co-located operations to improve efficiency. According to its latest annual report, it operates approximately 585 locations across 43 U.S. states, giving it substantial national coverage with strong local market execution.
Recent company disclosures point to continued strategic focus on organic growth, higher-margin value-added products, disciplined capital allocation, and acquisitions where attractive. The latest annual report also notes that BLDR’s common stock is dual listed on the NYSE and NYSE Texas, with the NYSE Texas trading launch beginning in August 2025. The company continues to frame its strategy around serving professional builders more efficiently in a market where labor constraints, affordability pressures, and demand for prefabricated, digital, and turnkey solutions remain important structural themes in the United States.
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